Allient (NASDAQ:ALNT) reported fiscal first-quarter 2026 results showing year-over-year growth in revenue, profit, and earnings, alongside a pickup in orders that management said supports a constructive outlook for the rest of the year. Chairman, President and CEO Dick Warzala sa
Allient (NASDAQ:ALNT) reported fiscal first-quarter 2026 results showing year-over-year growth in revenue, profit, and earnings, alongside a pickup in orders that management said supports a constructive outlook for the rest of the year. Chairman, President and CEO Dick Warzala sa
Earnings Call Insights: Celsius Holdings (CELH) Q1 2026 Management View "We delivered a record first quarter revenue of $783 million" (CEO & Chairman John Fieldly), and "in Circana tracked channels, our combined portfolio continued to expand its share position over the course of the quarter" (CEO & Chairman Fieldly), adding that "portfolio dollar share reach[ed] 20.9% in the 4 weeks ending April 1...
Earnings Call Insights: Celsius Holdings (CELH) Q1 2026 Management View "We delivered a record first quarter revenue of $783 million" (CEO & Chairman John Fieldly), and "in Circana tracked channels, our combined portfolio continued to expand its share position over the course of the quarter" (CEO & Chairman Fieldly), adding that "portfolio dollar share reach[ed] 20.9% in the 4 weeks ending April 12" (CEO & Chairman Fieldly). "We have 2 billion-dollar brands" (CEO & Chairman Fieldly), and "our combined portfolio represents approximately 1/5 of the U.S. energy drink market in tracked channels" (CEO & Chairman Fieldly), including: "CELSIUS continues to perform," "Alani Nu is expanding our reach," and "Rockstar gives us another point of participation" (CEO & Chairman Fieldly). "We completed the integration, and we have captured approximately $50 million in synergies" at Alani Nu (CEO & Chairman Fieldly), while "with Rockstar, the integration remains on track for completion in the first half of 2026" (CEO & Chairman Fieldly) and "we view 2026 as a stabilization year for Rockstar" (CEO & Chairman Fieldly). "We are proud to announce a multiyear global partnership with Aston Martin Aramco Formula One Team" (CEO & Chairman Fieldly) and said CELSIUS launched "Electric Vibe, a limited edition flavor inspired by soccer culture" (CEO & Chairman Fieldly), while the company also announced "a new partnership with 23XI Racing and Tyler Reddick" for Rockstar (CEO & Chairman Fieldly). "We delivered record first quarter revenue of $783 million" (CFO Jarrod Langhans) and reported brand results of "net sales of $348 million" for CELSIUS, "net sales of $368 million" for Alani Nu, and "net sales...$67 million" for Rockstar (CFO Langhans). Outlook "With Rockstar, the integration remains on track for completion in the first half of 2026" (CEO & Chairman Fieldly), and the company reiterated the margin algorithm while cautioning on inputs: "if the elevated costs remain across the year, we will...
imaginima/iStock via Getty Images Argan, Inc. ( AGX ) reported the best year in its history , with revenue of $944.6M, a backlog of $2.9B, and cash that now stands at around $888M. This is something that, without a doubt, the share price has reflected, with a YTD increase that already reaches +120%. That said, there is one detail in the quarter that has to do with the guidance management has given...
imaginima/iStock via Getty Images Argan, Inc. ( AGX ) reported the best year in its history , with revenue of $944.6M, a backlog of $2.9B, and cash that now stands at around $888M. This is something that, without a doubt, the share price has reflected, with a YTD increase that already reaches +120%. That said, there is one detail in the quarter that has to do with the guidance management has given for FY27, and that is that they expect revenue of between $415M and $440M, which would imply a 54% decline compared to the year they have just closed. It may be surprising, but it is not a profit warning if we take into account how an EPC works, meaning revenues are recognized according to the construction phases, and between the end of one cycle and the productive start of the next, there is usually a valley. So? There is no problem as such, but when a market is paying 64x the operating EBITDA of the last twelve months, at the very least, we need to review what has happened in similar situations. For example, in FY18 and FY20 , AGX went from $892M to $239M, with one of the main drivers being the completion of large projects without that immediate replacement, just as it seems may happen now. So I consider this a good moment, just as management has described in its guidance, to try to project whether the current price reflects this valley. Data by YCharts What Lies On The Other Side Of The Valley To put into context why I think this 54% decline does not necessarily have to be bad news, AGX currently has four combined-cycle gas projects signed in the United States with Full Notice to Proceed (FNTP): Sandow Lakes , with 1.2GW in Texas; CPV Basin Ranch , with 1.35GW also in Texas; an 860MW project in ERCOT; and a fourth 700MW project. So, when added together, we have more than 4GW under active contract, with estimated completions between 2028 and 2029. In other words, if we also add the international projects in Ireland of around 470MW, with FNTP also signed, the company’s $2...
In this article SHAK Follow your favorite stocks CREATE FREE ACCOUNT A sign hangs outside of a Shake Shack location on Feb. 21, 2025 in Chicago, Illinois. Scott Olson | Getty Images Shake Shack stock tumbled 30% in morning trading on Thursday after the burger chain reported an operating loss of $2.6 million. The company's earnings and revenue also fell short of Wall Street's expectations, based on...
In this article SHAK Follow your favorite stocks CREATE FREE ACCOUNT A sign hangs outside of a Shake Shack location on Feb. 21, 2025 in Chicago, Illinois. Scott Olson | Getty Images Shake Shack stock tumbled 30% in morning trading on Thursday after the burger chain reported an operating loss of $2.6 million. The company's earnings and revenue also fell short of Wall Street's expectations, based on a survey of analysts by LSEG. Shake Shack said its earnings per share broke even, well below Wall Street estimates of 12 cents per share. The chain also reported quarterly revenue of $367 million, missing estimates of $372 million. On the company's earnings conference call, Shake Shack CEO Rob Lynch said that winter storms and an increase to its projections for store openings this year weighed on the company's quarterly earnings before interest, taxes, depreciation and amortization. The burger chain has also dealt with higher beef costs, although prices aren't rising as fast as they were a year ago. For the full year, the company broadened its outlook for EBITDA to a range of $230 million to $245 million. It reiterated its revenue forecast of $1.6 billion to $1.7 billion. Shake Shack also expects the war in the Middle East will weigh on its results this year. The chain has several dozen licensed locations in the region. "The conflict has led to business disruptions ranging from temporary closures to reduced operating hours and delivery-only operations for periods of time," Lynch said. "Beyond these impacts, inbound tourism has slowed substantially, which has further pressured sales, particularly at high-traffic locations." Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The 24/7 Wall St. price target for Joby Aviation (NYSE:JOBY) is $12.43, which implies 18.12% upside from the current $10.52 share price. Our proprietary model rates Joby a buy with moderate (50%) confidence, reflecting genuine certification momentum balanced against heavy cash burn and a 2.61 beta that amplifies every macro headline. 24/7 Wall St. Price ... Joby Price Prediction: How Much Higher C...
The 24/7 Wall St. price target for Joby Aviation (NYSE:JOBY) is $12.43, which implies 18.12% upside from the current $10.52 share price. Our proprietary model rates Joby a buy with moderate (50%) confidence, reflecting genuine certification momentum balanced against heavy cash burn and a 2.61 beta that amplifies every macro headline. 24/7 Wall St. Price ... Joby Price Prediction: How Much Higher Can The Stock Go This Year?
GameStop Corp. ’s proposed $20 billion financing of its bid for eBay Inc. rests on the assumption that the combined company’s debt would be investment grade, a premise that people familiar with the matter and at least one ratings firm suggest is far from a sure thing. The gaming retailer run by billionaire Ryan Cohen offered to buy eBay for about $56 billion in cash and stock, in a bold attempt to...
GameStop Corp. ’s proposed $20 billion financing of its bid for eBay Inc. rests on the assumption that the combined company’s debt would be investment grade, a premise that people familiar with the matter and at least one ratings firm suggest is far from a sure thing. The gaming retailer run by billionaire Ryan Cohen offered to buy eBay for about $56 billion in cash and stock, in a bold attempt to acquire a company roughly four times its size. In presenting its bid, GameStop also said it built a stake of about 5% in the e-commerce platform and secured a nonbinding “highly confident letter” from TD Bank to provide about $20 billion of debt financing for the deal. Such letters are meant to bolster confidence in a company’s ability to raise the money needed for a takeover. In this case, though, TD’s loose pledge assumes, among other things, that debt of the combined company would be rated investment grade, as eBay is now, said people familiar with the matter, who declined to be identified discussing confidential information. Based on the numbers, such an outcome would be a long shot, making TD’s nonbinding assurance even more tenuous. Moody’s Ratings said Tuesday that the proposed transaction would be “credit negative” for eBay, estimating that total debt at the combined company could surge to roughly $31.4 billion from about $7.2 billion currently at eBay. The ratings firm estimated leverage could approach 9 times earnings before interest, taxes, depreciation and amortization excluding synergies, a level virtually unheard of for an investment-grade company. GameStop told investors it expects to find roughly $2 billion of annual savings within 12 months of closing. Even if those cost cuts are realized, leverage would still remain elevated. Moody’s estimated synergies could reduce leverage by roughly 3.25 turns, though analysts cautioned that would still leave the combined entity far above the range typically associated with investment-grade issuers. Client Management T...
Rheinmetall ( RNMBF ) ( RNMBY ) submitted a preliminary offer to acquire German Naval Yards Kiel, signaling a further push into naval defense and setting up a potential contest with Thyssenkrupp Marine Systems. The German defense group disclosed the non-binding bid alongside its first-quarter results on Thursday, though it did not provide financial details. Thyssenkrupp, which had previously made ...
Rheinmetall ( RNMBF ) ( RNMBY ) submitted a preliminary offer to acquire German Naval Yards Kiel, signaling a further push into naval defense and setting up a potential contest with Thyssenkrupp Marine Systems. The German defense group disclosed the non-binding bid alongside its first-quarter results on Thursday, though it did not provide financial details. Thyssenkrupp, which had previously made its own indicative offer for the shipyard earlier this year, did not immediately comment. German Naval Yards, part of the family-owned French shipbuilder CMN Naval, employs roughly 400 people and operates in both naval and yacht construction. The move highlights Rheinmetall’s strategy to broaden its presence in maritime defense following its recent purchase of German shipbuilder NVL, now integrated into its Naval Systems division. Chief Executive Armin Papperger said the company anticipates improved performance in the second quarter, supported by large-scale orders in both its naval and vehicle segments. He added that the expansion into naval systems is already contributing to profitable growth. Earlier this week, Rheinmetall reported that its first-quarter revenue fell short of analyst expectations in a preliminary update, but it maintained its full-year outlook. The company pointed to a likely rebound in the second quarter, driven by increased production at its Spanish facilities and a scheduled delivery to the German military. On Thursday, Rheinmetall also said its outlook is reinforced by the addition of the Naval Systems unit, which includes a project pipeline valued at about 5.5 billion euros ($6.5 billion). More on Rheinmetall AG Rheinmetall: A Multi-Combat System Provider At The Start Of A NATO Spending Super Cycle Rheinmetall: The Defense Supercycle Is Far Bigger Than Investors Think Rheinmetall AG (RHM:CA) Q4 2025 Earnings Call Transcript Rheinmetall Q1 surges on defense demand, reaffirms guidance Citi upgrades European defense names, sees limited upside for Rhein...
Árshlutareikningur Eikar fasteignafélags hf. fyrir tímabilið 1. janúar til 31. mars 2026 var samþykktur af stjórn og forstjóra félagsins þann 7. maí 2026.
Árshlutareikningur Eikar fasteignafélags hf. fyrir tímabilið 1. janúar til 31. mars 2026 var samþykktur af stjórn og forstjóra félagsins þann 7. maí 2026.
The Interim Financial Statements of Eik fasteignafélag hf. for the period from 1 January to 31 March 2026 were approved by the Board of Directors and the CEO on 7 May 2026.
The Interim Financial Statements of Eik fasteignafélag hf. for the period from 1 January to 31 March 2026 were approved by the Board of Directors and the CEO on 7 May 2026.
JHVEPhoto/iStock Editorial via Getty Images Becton, Dickinson ( BDX ) added ~6%, marking its biggest intraday rally since August after the MedTech giant reported better-than-expected results for Q2 2026 and raised its full-year earnings outlook. The company reported $4.7B in revenue with ~5% YoY growth for Q2, beating the consensus by $30M as its Medical Essentials and Connected Care segments adde...
JHVEPhoto/iStock Editorial via Getty Images Becton, Dickinson ( BDX ) added ~6%, marking its biggest intraday rally since August after the MedTech giant reported better-than-expected results for Q2 2026 and raised its full-year earnings outlook. The company reported $4.7B in revenue with ~5% YoY growth for Q2, beating the consensus by $30M as its Medical Essentials and Connected Care segments added $1.6B and $1.1B to the topline, respectively, with ~5% YoY growth each. Its U.S. sales climbed ~5% YoY on a forex-adjusted basis to $2.9B, offsetting headwinds in its overseas markets, where sales fell ~1% YoY on a forex-adjusted basis amid a ~1% YoY decline in sales from the Medical Essentials unit. The company posted $2.90 of adjusted earnings per diluted share for Q2, beating the consensus by $0.13. Reaffirming the growth outlook of more than low single digits for 2026, BD (BD) raised its earnings outlook to $12.52 - $12.72 of adjusted EPS from $12.35 - $12.65 in the prior forecast, exceeding $12.48 in the consensus. Concurrently, the New Jersey-based firm promoted Vitor Roque, who has been serving as its interim chief financial officer since December, to the permanent CFO position effective May 7. More on Becton, Dickinson Becton, Dickinson and Company (BDX) Q2 2026 Earnings Call Transcript Becton, Dickinson and Company 2026 Q2 - Results - Earnings Call Presentation Becton, Dickinson: Value Or Overvalued Even Now? BD forecasts FY 2026 adjusted EPS of $12.52-$12.72 while reaffirming low-single-digit revenue growth BD names Vitor Roque as CFO
J Studios Foreign financial stocks are delivering strong Quant consensus readings across sectors, with every single name on this top 10 list carrying a Strong Buy designation, with scores ranging from 4.71 to 4.89. Below is a list of the top 10 foreign financial stocks ranked according to their Seeking Alpha Quant Ratings. The list includes diversified banks, insurance companies, and financial exc...
J Studios Foreign financial stocks are delivering strong Quant consensus readings across sectors, with every single name on this top 10 list carrying a Strong Buy designation, with scores ranging from 4.71 to 4.89. Below is a list of the top 10 foreign financial stocks ranked according to their Seeking Alpha Quant Ratings. The list includes diversified banks, insurance companies, and financial exchanges from markets outside the United States, with market capitalizations ranging from approximately $2 billion to over $313 billion. The list is led by Banco do Brasil S.A. ( BDORY ), which holds the top position with a Quant Rating of 4.89. HSBC Holdings plc ( HSBC ) and Barclays PLC ( BCS ) follow closely behind, with Woori Financial Group Inc. ( WF ) and Shinhan Financial Group Co., Ltd. ( SHG ) rounding out the top five. The list reflects geographic diversity across the global financial sector, featuring firms from the United Kingdom, South Korea, Brazil, Panama, and Japan. Seeking Alpha’s Quant Ratings system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating, while a rating of 2.5 or below indicates a bearish assessment. Here is the list: Banco do Brasil S.A. ( BDORY ), Quant Rating: 4.89 HSBC Holdings plc ( HSBC ), Quant Rating: 4.87 Barclays PLC ( BCS ), Quant Rating: 4.86 Woori Financial Group Inc. ( WF ), Quant Rating: 4.86 Shinhan Financial Group Co., Ltd. ( SHG ), Quant Rating: 4.78 Lloyds Banking Group plc ( LYG ), Quant Rating: 4.77 B3 S.A. - Brasil, Bolsa, Balcão ( BOLSY ), Quant Rating: 4.74 Banco Latinoamericano de Comercio Exterior, S. A. ( BLX ), Quant Rating: 4.73 BB Seguridade Participações S.A. ( BBSEY ), Quant Rating: 4.73 Tokio Marine Holdings, Inc. ( TKOMY ), Quant Rating: 4.71 More on Banco do Brasil S.A., HSBC Holdings, etc. BB Seguridade Participaçõ...
Beijing Flip-Flops, Asks Banks To Pause Loans To Sanctioned Refiners Days After Ordering Them To Ignore Sanctions Over the weekend, we reported that in what some called a "watershed moment", Beijing ordered Chinese companies not to comply with US sanctions on five domestic refiners linked to the Iranian oil trade, deploying for the first time a blocking measure introduced in 2021 that was aimed at...
Beijing Flip-Flops, Asks Banks To Pause Loans To Sanctioned Refiners Days After Ordering Them To Ignore Sanctions Over the weekend, we reported that in what some called a "watershed moment", Beijing ordered Chinese companies not to comply with US sanctions on five domestic refiners linked to the Iranian oil trade, deploying for the first time a blocking measure introduced in 2021 that was aimed at protecting its firms from foreign laws it deemed unjustified. Of note, China's refiners - including Hengli Petrochemical (Dalian) Refinery which was sanctioned last month and several other privately-owned processors - had been facing asset freezes and transaction bans. Hengli was the most ambitious target to date in China’s refining sector, and underscores US eagerness to push Iran to the negotiating table at all costs, even just weeks before an expected and long-awaited meeting between Trump and his counterpart Xi Jinping. Well, maybe not. In an apparent reversal of its blocking measure orders, overnight Bloomberg reported that China’s financial regulator advised the country’s largest banks to temporarily suspend new loans to five refiners recently sanctioned by the US over their ties to Iranian oil. The National Financial Regulatory Administration asked banks to review their exposure and business dealings with firms including the abovementioned Hengli Petrochemical (Dalian) Refinery, one of China’s largest private refiners, while awaiting further guidance. For now, banks have been guided not to extend new yuan-denominated credit, though they have also been told not to call in existing loans , Bloomberg's sources said. The verbal directive, which came before China entered a long holiday weekend on May 1 and ahead of the upcoming Trump-Xi summit contrasts with a May 2 notice from China’s Ministry of Commerce, which instructed companies to disregard US sanctions. That was the first time China had deployed a blocking measure introduced in 2021 aimed at protecting its firms f...
Oil market liquidity has evaporated since the start of the US-Iran war, amplifying price moves in a benchmark seen as a bellwether for the global economy. Total Brent futures open interest, a proxy for money in the market, plunged to the lowest level since August as traders increasingly shy away from the volatility tied to the Middle East conflict. The shrinking participation comes as the longest ...
Oil market liquidity has evaporated since the start of the US-Iran war, amplifying price moves in a benchmark seen as a bellwether for the global economy. Total Brent futures open interest, a proxy for money in the market, plunged to the lowest level since August as traders increasingly shy away from the volatility tied to the Middle East conflict. The shrinking participation comes as the longest blockade of the Strait of Hormuz on record cuts off hundreds of millions of barrels of Persian Gulf oil from global markets, sparking an energy crisis. “It’s so uncertain and the outcomes are so binary that people just retreat from the market,” said Aldo Spanjer , head of energy strategy at BNP Paribas SA . He presents a hypothetical scenario involving a trader who doesn’t believe a peace deal is imminent and is betting on higher prices. This week’s “headlines would have stopped you out, even though you might be right about direction,” he said. “And that’s happened five times now. It’s close to untradeable.” Brent futures’ nearly 12% plunge on Wednesday, triggered by news of a potential breakthrough, reignited a familiar ache for oil investors, who have had to navigate a string of potential deals that ultimately failed to materialize since the conflict began in early March. Shifting prospects for peace and a constantly changing tone from the White House at one point pushed second month options volatility to its highest level on record. The gauge has since eased, though it remains elevated. Such outsized price swings are a hallmark of thin liquidity. They’re also a reminder to traders — many of whom were forced out of positions by a similarly abrupt price move earlier in the war — of just how punishing the market can be. Read More: Oil Market Swings Wear Down Traders as Iran War Drags On The remaining participants are largely made up of algorithmic traders, oil producers, highly speculative macro hedge funds and likely some fundamental players with risk sharply dialed down, ...
Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.
Investing.com -- Bernstein is bullish on memory stocks after data showed another major jump in chip prices, with DRAM and NAND contract prices both set for significant increases in the second quarter of calendar year 2026, coming in ahead of the firm's own expectations.
Trump was speaking to the New York Post Tickets for US opener v Paraguay go for $1,000+ Infantino recently defended World Cup prices Donald Trump has questioned the value of four-figure World Cup tickets for matches involving the US, telling the New York Post that “I wouldn’t pay it either, to be honest.” The remark came in a phone interview with the Post, with Trump claiming he “did not know that...
Trump was speaking to the New York Post Tickets for US opener v Paraguay go for $1,000+ Infantino recently defended World Cup prices Donald Trump has questioned the value of four-figure World Cup tickets for matches involving the US, telling the New York Post that “I wouldn’t pay it either, to be honest.” The remark came in a phone interview with the Post, with Trump claiming he “did not know that number” for the USMNT’s opening match against Paraguay. In December, Fifa established a base price for Category 3 tickets – the cheapest available to most fans, given the small swathe of Category 4 seats at the tournament – of $1,120, according to the Guardian’s reporting at the time . Continue reading...
Sundry Photography GlobalFoundries ( GFS ) shares rose 5% on Thursday as the company said its board of directors had authorized its first-ever dividend and laid out its long-term roadmap at its investor day. The quarterly dividend of $0.12 per share will be paid to shareholders of record as of June 24, with the payment coming on July 14. In addition, GlobalFoundries said it is targeting returning ...
Sundry Photography GlobalFoundries ( GFS ) shares rose 5% on Thursday as the company said its board of directors had authorized its first-ever dividend and laid out its long-term roadmap at its investor day. The quarterly dividend of $0.12 per share will be paid to shareholders of record as of June 24, with the payment coming on July 14. In addition, GlobalFoundries said it is targeting returning up to 50% of its adjusted free cash flow to shareholders via dividends and buybacks. “As we shared at today's Investor Day, GF is positioned at the center of multiple secular megatrends that are reshaping the semiconductor industry,” said Tim Breen, CEO of GlobalFoundries. “We are laser-focused on the areas where our customers need true differentiation and scale, and our more comprehensive business model is enabling us to partner more deeply and innovate together.” In addition, the company laid out a long-term outlook at its investor day, targeting multiple areas. “The long-term financial framework we outlined at today's Investor Day underscores our belief in the robustness of the opportunities across our business,” said Sam Franklin, CFO of GlobalFoundries. “With multiple growth vectors across high-margin businesses, GF is on a path to propel durable growth, expanding profitability and long-term shareholder value creation through the end of the decade and supported by the company’s inaugural dividend.” More on GLOBALFOUNDRIES GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript GLOBALFOUNDRIES Inc. 2026 Q1 - Results - Earnings Call Presentation GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering GlobalFoundries upgraded at Susquehanna after strong results, Q2 outlook GlobalFoundries outlines Q2 2026 revenue of $1.76B while targeting silicon photonics to exceed $1B run rate by exit 2028