Alt5 Sigma ( ALTS ) said it is unable to file its annual report for the fiscal year ended December 27, 2025, on time without incurring unreasonable effort or expense. The company said it needs additional time to finalize its annual financial statements, citing accounting treatment related to a recent acquisition and delays in completing the audit following a change in its PCAOB-registered accounti...
Alt5 Sigma ( ALTS ) said it is unable to file its annual report for the fiscal year ended December 27, 2025, on time without incurring unreasonable effort or expense. The company said it needs additional time to finalize its annual financial statements, citing accounting treatment related to a recent acquisition and delays in completing the audit following a change in its PCAOB-registered accounting firm. More on ALT5 Sigma ALT5 Sigma sets up to $100M stock buyback program ALT5 Sigma regains Nasdaq compliance after filing delayed report Seeking Alpha’s Quant Rating on ALT5 Sigma Historical earnings data for ALT5 Sigma Financial information for ALT5 Sigma
Jerome Maurice/iStock via Getty Images Highlights U.S. stocks extended a historically fast rebound that began in early April, although upward momentum slowed in the final quarter of the year. The advance was supported by strong corporate fundamentals, a resilient economy, an ongoing boom in spending on AI, and the Fed's interest rate reductions of 0.25% in October and December. Healthcare, a lagga...
Jerome Maurice/iStock via Getty Images Highlights U.S. stocks extended a historically fast rebound that began in early April, although upward momentum slowed in the final quarter of the year. The advance was supported by strong corporate fundamentals, a resilient economy, an ongoing boom in spending on AI, and the Fed's interest rate reductions of 0.25% in October and December. Healthcare, a laggard for much of 2025, was the top-performing sector in the S&P 500 Index during Q4. Market review and outlook U.S. stocks gained 2.66% in the fourth quarter, according to the S&P 500 Index, extending a historically fast rebound that began in early April, but at a slower pace. The advance was supported by strong corporate fundamentals, a resilient economy, an ongoing boom in spending on artificial intelligence, and the U.S. Federal Reserve's (Fed's) interest rate reductions of 0.25% in October and December. Amid this favorable backdrop for higher-risk assets, the index closed the year just shy of its all-time high. Value stocks modestly outpaced growth in Q4, while large caps had only a slight advantage over small caps, as investors' appetite for risk waned versus the prior three months. In the fourth quarter, the index's narrow advance was driven by the defensive-oriented healthcare sector (+12%), which particularly shined in November. The growth-oriented communication services sector rose about 7%, benefiting from the transformative potential of generative AI. All other groups lagged the index. Notably, IT, which represented 35% of the S&P 500 Index in Q4, rose about 1%. International developed-market stocks advanced 4.89%, as measured by the MSCI EAFE Index. The discrepancy between value and growth stocks was more pronounced in this index, again in favor of value over growth. The MSCI Emerging Markets Index notched a 4.72% rise. South Korea (+27%) and Taiwan (+10%) were two strong components with sizable representation in this index, bolstered by the strength in technology...
Americas Gold and Silver press release ( USAS ): FY Non-GAAP EPS of -$0.13 misses by $0.04 . Adjusted EBITDA1 for 2025 was a loss of $4.1 million ($0.02 per share) compared to adjusted EBITDA loss of $1.5 million or ($0.01 per share) for 2024. Consolidated silver production of approximately 2.65 million ounces during 2025 was higher than 2024 production of approximately attributable 1.7 million ou...
Americas Gold and Silver press release ( USAS ): FY Non-GAAP EPS of -$0.13 misses by $0.04 . Adjusted EBITDA1 for 2025 was a loss of $4.1 million ($0.02 per share) compared to adjusted EBITDA loss of $1.5 million or ($0.01 per share) for 2024. Consolidated silver production of approximately 2.65 million ounces during 2025 was higher than 2024 production of approximately attributable 1.7 million ounces. Cost of sales1,2 per silver equivalent ounce produced, cash costs1, and all-in sustaining costs1 per silver ounce produced averaged $24.98, $25.69, and $32.95, respectively, in 2025. Consolidated attributable silver production increased 52% year-over-year. Consolidated 2026 production and cost guidance of 3.2 to 3.6 million ounces of silver at an average AISC1 of $30 to $35 per ounce sold. More on Americas Gold and Silver Corporation S&P/TSX Composite Index adds five mining companies in March Historical earnings data for Americas Gold and Silver Corporation Financial information for Americas Gold and Silver Corporation
Compass Diversified ( CODI ) was trading higher after the middle-market businesses operator announced a sale of the food service unit of its majority-owned subsidiary, SternoCandleLamp Holdings. CODI entered into a definitive agreement to sell the unit to Archer Foodservice Partners for an enterprise value of $292.5M. Shares were 4.79% higher to $7.00 before the market open on Monday. Net proceeds...
Compass Diversified ( CODI ) was trading higher after the middle-market businesses operator announced a sale of the food service unit of its majority-owned subsidiary, SternoCandleLamp Holdings. CODI entered into a definitive agreement to sell the unit to Archer Foodservice Partners for an enterprise value of $292.5M. Shares were 4.79% higher to $7.00 before the market open on Monday. Net proceeds will be used to repay outstanding debt. In 2025, the unit generated subsidiary adjusted EBITDA of ~$30.3M. On account of the transaction, the company expects its senior secured net leverage ratio to fall below 1.0x, and it expects to avoid fees associated with excess leverage under its senior secured indebtedness beyond June 30. The transaction is expected to close in May 2026. The company will retain Sterno's home fragrance business. More on Compass Diversified Compass Diversified (CODI) Q4 2025 Earnings Call Transcript Compass Diversified: More Pain Ahead Compass Diversified (CODI) Q3 2025 Earnings Call Transcript Compass Diversified outlines mid-single-digit EBITDA growth target for 2026 as divestiture processes accelerate Compass Diversified Q4 2025 Earnings Preview
Andrii Yalanskyi/iStock via Getty Images Summary Following my coverage on Samsara ( IOT ) last September, in which I recommended a buy rating due to my expectation that the moat was getting stronger and that demand from enterprise was getting apparent, this post is to provide an update on my thoughts on the business and stock. Fast forward to today, IOT is not only winning more large customers but...
Andrii Yalanskyi/iStock via Getty Images Summary Following my coverage on Samsara ( IOT ) last September, in which I recommended a buy rating due to my expectation that the moat was getting stronger and that demand from enterprise was getting apparent, this post is to provide an update on my thoughts on the business and stock. Fast forward to today, IOT is not only winning more large customers but also selling more products to them. At the same time, emerging product adoption is trending nicely, with asset tags still the clearest proof that IoT can broaden its platform and strengthen switching costs over time. IOT's enterprise motion My earlier main bullish view was that it could keep moving upmarket and turn that into a more structural growth driver. Fast forward to today; I think IoT has proven that is true. I refer readers to the latest Q4 FY26 numbers. In Q4, IOT signed a quarterly record of 13 >$1 million net new ACV (annual contract value) transactions, added 204 new >$100k ARR (annual recurring revenue) customers, and closed the year with 3,194 customers in that cohort. In total, ARR from those >$100k customers was up 37% y/y to $1.2 billion and now accounts for 61% of total ARR. The growth numbers are certainly very bullish, but what matters here is not just that. I think this really shows that IoT is winning a larger mix of large customers and says a lot about demand quality. Remember that these large customers operate complex physical operation businesses. They are not buying software for the sake of it or because they have extra budget to spare. The fact that they commit a huge amount of money to a software tells me that the software (1) works; (2) can help them run daily operations better; and (3) saves cost for them on a net basis (through productivity and efficiency). The solution IoT offers is also unlike any typical software that is hard to track return-on-investment [ROI] (i.e., hard to track ROI of a project management tool). IoT helps operationall...
Ritesh Shukla/Getty Images News India's top economic adviser has warned that there is "considerable downside" to the country's growth forecast of 7.0%–7.4% for FY27 as a result of the fallout from the Iran war. In a report published over the weekend, India's Chief Economic Adviser V. Anantha Nageswaran said the Iran war would impact the country through four channels – supply disruptions to oil, ga...
Ritesh Shukla/Getty Images News India's top economic adviser has warned that there is "considerable downside" to the country's growth forecast of 7.0%–7.4% for FY27 as a result of the fallout from the Iran war. In a report published over the weekend, India's Chief Economic Adviser V. Anantha Nageswaran said the Iran war would impact the country through four channels – supply disruptions to oil, gas, fertilizers and exports; higher import prices; higher logistics costs; and a possible decline in remittances by Indians in the Gulf countries. "The trade deficit will rise significantly in FY27, widening the current account deficit," he warned. "Keeping it manageable will require burden-sharing between the government, via fiscal absorption, and households and businesses. Pass-through of higher import prices to end-users will also moderate demand growth." The Department of Economic Affairs highlighted how the Iran war is pressuring oil trade and fertilizer markets, while prices are going up due to higher natural gas costs and freight charges, impacting agricultural production and food prices. "The oil price shock poses an unexpected upside risk for inflation in the medium term," it noted . "Supply disruptions and higher input costs are being transmitted into domestic prices, particularly in fuel-intensive sectors." To keep prices at the pump from rising, the Indian government lowered the central excise duty on petrol and diesel for domestic consumption by ₹10 ($0.11) per liter each. It also raised duties on diesel and aviation turbine fuel exports. More on India Investing In India: A Long-Term Equity Market Opportunity IFN: Rising Crude Pressures Equities While Currency Depreciation Drags On USD Returns India Is Great, But Be Careful When Everyone Agrees With The Thesis Indian LPG tankers navigate Hormuz as energy flows face war disruption Indian refiners secure 60M barrels of Russian oil; Reliance adds 5M barrels of Iranian crude
At this point, a lot of people have submitted their tax returns, and refunds have started to roll in. As of March 13, the average refund issued by the IRS was $3,623. That's an almost 11% increase from the same timeframe a year before. If you have a large tax refund coming your way, it's important to put that money to good use. And your first priority should be to make sure you have a solid emerge...
At this point, a lot of people have submitted their tax returns, and refunds have started to roll in. As of March 13, the average refund issued by the IRS was $3,623. That's an almost 11% increase from the same timeframe a year before. If you have a large tax refund coming your way, it's important to put that money to good use. And your first priority should be to make sure you have a solid emergency fund. Image source: Getty Images. Continue reading