Alexey_Fedoren AppLovin's ( APP ) first-quarter results and outlook, which surpassed estimates, drew positive reactions from analysts. Shares of the advertising solutions provider dipped about 1% premarket on Thursday. Wedbush kept its Outperform rating and $640 price target on the stock. "AppLovin’s core gaming business continues to benefit from ongoing UA [User Acquisition] momentum, while the e...
Alexey_Fedoren AppLovin's ( APP ) first-quarter results and outlook, which surpassed estimates, drew positive reactions from analysts. Shares of the advertising solutions provider dipped about 1% premarket on Thursday. Wedbush kept its Outperform rating and $640 price target on the stock. "AppLovin’s core gaming business continues to benefit from ongoing UA [User Acquisition] momentum, while the eCommerce (now consumer) self-serve platform is scaling rapidly. The shift from e-commerce to the new consumer designation highlights a larger opportunity for AppLovin as it improves ad density, relevance, and efficiency. We expect AppLovin to continue delivering on sequential revenue growth with a staggering profit margin, as its AI-integrated flywheel remains exceptionally difficult for competitors to replicate at scale," said analysts led by Alicia Reese. The analysts noted that the first quarter beat across the board, the second quarter guidance topped consensus, and the company's management laid out a product roadmap that should fuel upside through the second half of 2026. "We believe AppLovin retains a substantial moat in mobile gaming advertising and that current expansions into consumer advertising and, ultimately, CTV will insulate it from long-term competitive pressure," said Reese and her team. Morgan Stanley maintained its Overweight rating and $720 price target on the stock. "Another strong quarter with 11% q/q ad rev growth driven by a model breakthrough in e-commerce and continued innovation in gaming. We see a long runway for tech improvements and higher conversion rates ahead, with self-serve and new ad inventory still catalysts ahead," said analysts led by Matthew Cost. The analysts believe that web continued to grow sequentially in the quarter, contributing an estimated $350M of revenue. The company's management struck a positive tone on the pace of innovation and room for significant improvements in the web business from here, the analysts added. Evercore...
Luis Alvarez Stock index futures were little changed on Thursday as investors evaluated the outlook for a potential Middle East peace deal. Here are the four stocks to watch on the day: McDonald’s ( MCD ) gained 2.29% in premarket trading after reporting first-quarter earnings results. Global comparable sales rose 3.8% in Q1, topping the 3.7% consensus estimate, while both the U.S. and internation...
Luis Alvarez Stock index futures were little changed on Thursday as investors evaluated the outlook for a potential Middle East peace deal. Here are the four stocks to watch on the day: McDonald’s ( MCD ) gained 2.29% in premarket trading after reporting first-quarter earnings results. Global comparable sales rose 3.8% in Q1, topping the 3.7% consensus estimate, while both the U.S. and international-operated market segments posted 3.9% growth. During the quarter, the fast-food giant leaned into value offerings and added the high-margin Big Arch burger to its menu. Novo Nordisk ( NVO ) edged up 0.83% in premarket trading after Amazon announced that the Danish drugmaker’s newly launched oral diabetes therapy, the Ozempic pill, will be available for same-day delivery through its pharmacy division. The medication will also be dispensed at Amazon’s One Medical locations via in-office kiosks. Novo Nordisk launched the Ozempic pill earlier this week after rebranding its previous oral GLP-1 therapy, Rybelsus. Datadog ( DDOG ) surged about 20% in premarket trading after first-quarter results beat estimates and the company raised its full-year outlook. For the quarter ended March 31, non-GAAP EPS jumped approximately 30% year-over-year to $0.60, while revenue climbed around 32% year-over-year to about $1 billion. Both top- and bottom-line figures exceeded analyst expectations. Papa John’s International ( PZZA ) declined in premarket trading after reporting weaker first-quarter results. Total revenue fell 7.7% to $478.6 million, while adjusted EBITDA, net income, and non-GAAP EPS all came in below year-ago levels. The North America business remained particularly soft, with comparable sales down 6.4%, though international operations posted 3.6% comparable sales growth. More related stories Novo Nordisk: Mixed Q1 Does Not Break The Thesis, But Also Does Not Strengthen It Novo Nordisk: Misread Q1 Earnings, Mispriced Stock Novo Nordisk A/S (NOVO:CA) Q1 2026 Earnings Call Transcrip...
aapsky Six Flags Entertainment ( FUN ) rallied in premarket trading after reporting Q1 results ahead of expectations as it gears up for the active summer theme park season. Attendance was up 4% year over year, but Six Flags generated more revenue per capita during the quarter. The increase in per capita spending reflects a 3% increase in admissions per capita spending and a 10% improvement in in-p...
aapsky Six Flags Entertainment ( FUN ) rallied in premarket trading after reporting Q1 results ahead of expectations as it gears up for the active summer theme park season. Attendance was up 4% year over year, but Six Flags generated more revenue per capita during the quarter. The increase in per capita spending reflects a 3% increase in admissions per capita spending and a 10% improvement in in-park product per capita spending. The company noted that the increase in admissions per capita spending in the quarter reflects the positive impact of changes in pricing and product structure, as well as a favorable shift in ticket sales to higher-priced products. Six Flags ( FUN ) said it saw an encouraging early response to updates in its pass and membership offerings, which contributed to a more favorable season pass product mix during the quarter. In addition, the increase in in-park product per capita spending was driven by higher guest spending on food and beverage items and merchandise during the first quarter this year. The higher guest spending in those areas was noted to reflect the success of FUN's continued investments to expand and upgrade its food and beverage offerings and its retail centers across the parks. The company narrowed its adjusted EBITDA loss for the quarter to -$123M from -$171M a year ago. Shares of Six Flags ( FUN ) rallied 8.8% in premarket trading after jumping 8.6% on Wednesday. Short interest on FUN stands at 19.6% of the total float, which could add to volatility. More on Six Flags Six Flags: Activists Don't Want To Wait Six Flags: Starting Its Cedar-Fication, But Debt Knocks The Door Six Flags Entertainment Corporation (FUN) Q4 2025 Earnings Call Transcript Six Flags CFO to step down Six Flags reports Q1 results
FG Trade/E+ via Getty Images Middleby ( MIDD ) reported first-quarter results that exceeded Wall Street expectations, sending its shares up 7.7% in premarket trading Thursday. The stock had gained 5.3% over the past 12 months through Wednesday’s close. The manufacturer of equipment used in commercial kitchens and food processing facilities posted revenue of about $840 million, ahead of the $777.1 ...
FG Trade/E+ via Getty Images Middleby ( MIDD ) reported first-quarter results that exceeded Wall Street expectations, sending its shares up 7.7% in premarket trading Thursday. The stock had gained 5.3% over the past 12 months through Wednesday’s close. The manufacturer of equipment used in commercial kitchens and food processing facilities posted revenue of about $840 million, ahead of the $777.1 million consensus estimate. Adjusted earnings came in at $2.16 a share, topping analysts’ expectations of $1.94. Net income rose to $85.3 million, or $1.81 a share, from $85.1 million, or $1.56 a share, a year earlier. Strong quarter across segments Net sales rose 15% from a year earlier, driven by organic growth of 8.1% in the commercial foodservice segment and 25% in food processing. Operating income increased modestly to $133 million, while earnings before interest, taxes, depreciation and amortization rose to about $181 million from $161 million a year earlier. Chief Executive Tim FitzGerald said in the announcement that the company “delivered an extremely strong first quarter with outperformance at both segments relative to our expectations,” pointing to momentum in beverage equipment and strong backlog growth in food processing. Order trends were particularly strong in the food processing business, where backlog reached $416 million and the book-to-bill ratio stood above 1.0 over the trailing 12 months. Guidance edges above expectations Middleby ( MIDD ) raised its full-year outlook, projecting total revenue of $3.36 billion to $3.44 billion, compared with the Wall Street consensus of $3.32 billion. Adjusted earnings are expected in the range of $9.54 to $9.70 per share, above analysts’ expectations of $9.29. The updated forecast implies steady growth across both major segments, with mid-single-digit organic gains in commercial foodservice and food processing. Portfolio shift and spin-off plans advance The company continues to reshape its business, with plans to separ...
Tesla stock is rising again on Thursday, now back above $400 a share. Shares of the electric vehicle maker were up by 1.8% at $405.70 in premarket trading. Tesla sold 79,478 vehicles from its Shanghai plant, including exports, in April, up 36% year over year, according to Chinese industry data providers.
Tesla stock is rising again on Thursday, now back above $400 a share. Shares of the electric vehicle maker were up by 1.8% at $405.70 in premarket trading. Tesla sold 79,478 vehicles from its Shanghai plant, including exports, in April, up 36% year over year, according to Chinese industry data providers.
(RTTNews) - Following the rally seen over the two previous sessions, stocks may show a more modest move to the upside in early trading on Thursday. The major index futures are currently pointing to a slightly higher open for the markets, with the S&P 500 futures up by 0.2 percent
(RTTNews) - Following the rally seen over the two previous sessions, stocks may show a more modest move to the upside in early trading on Thursday. The major index futures are currently pointing to a slightly higher open for the markets, with the S&P 500 futures up by 0.2 percent
Olivier Le Moal/iStock via Getty Images There have been two forces pulling in opposite directions over the past nine weeks. On one hand, a war in Iran that is creating an energy supply shock, which has sent prices for oil and gas soaring. On the other, record earnings fueled by unprecedented amounts of capital spending to build out AI infrastructure are resulting in a corporate earnings explosion....
Olivier Le Moal/iStock via Getty Images There have been two forces pulling in opposite directions over the past nine weeks. On one hand, a war in Iran that is creating an energy supply shock, which has sent prices for oil and gas soaring. On the other, record earnings fueled by unprecedented amounts of capital spending to build out AI infrastructure are resulting in a corporate earnings explosion. During the first four weeks, investors focused on nothing but the war. The drawdown in the stock market bottomed coincident with the peak in WTI crude oil prices at approximately $112. Over the past five weeks, investors have focused on nothing but stellar earnings reports. Finviz Repeated reports that the US and Iran were close to a deal that would end the war have kept investors myopically focused on earnings. It seems like the latest proposal from the Trump administration may be the one that concludes the conflict and reopens the Strait of Hormuz. Oil prices plunged yesterday with WTI falling as low as $90 in reaction to the news. Ultimately, I still see the outcome being an agreement very much like the one the Obama administration struck (JCPOA) in 2015, but it puts off the heavy lifting of a nuclear deal into the future in an effort to reopen the Strait of Hormuz as soon as possible. That should relieve the upward pressure on energy prices, which is the market’s primary focus. I think this is why investors continue to look beyond the conflict, seeing the upcoming headwinds as temporary. Bloomberg There was good news on the labor market front in yesterday’s ADP payroll report. The economy gained 109,000 jobs in April, which was the best performance since January 2025. The service sector accounted for nearly all the new hires, led by education and health services (61,000), which is the pattern we have seen over the past year. ADP jobs chart (ADP) Investing is as much about managing risk as it is about growing capital. It takes money to make money, and the more you have ...
Beyond the headline noise of a $1.06 billion non-cash warrant gain and the lingering echoes of short-seller allegations, the Q1 2026 earnings report reveals a fundamental structural pivot. IonQ (IONQ) has successfully transitioned from a government-subsidized research project into a commercially viable hardware enterprise. The most critical insight buried in the data is the collapse of the bear th...
Beyond the headline noise of a $1.06 billion non-cash warrant gain and the lingering echoes of short-seller allegations, the Q1 2026 earnings report reveals a fundamental structural pivot. IonQ (IONQ) has successfully transitioned from a government-subsidized research project into a commercially viable hardware enterprise. The most critical insight buried in the data is the collapse of the bear thesis regarding revenue quality.
Savers Value Village press release ( SVV ): Q1 GAAP EPS of -$0.03. Revenue of $403.2M (+8.9% Y/Y) beats by $8.82M . More on Savers Value Village Savers Value Village: Why Overhang Speaks Louder Than Valuation Savers Value Village, Inc. 2025 Q4 - Results - Earnings Call Presentation Savers Value Village, Inc. (SVV) Q4 2025 Earnings Call Transcript Savers Value Village outlines plan for 25 new store...
Savers Value Village press release ( SVV ): Q1 GAAP EPS of -$0.03. Revenue of $403.2M (+8.9% Y/Y) beats by $8.82M . More on Savers Value Village Savers Value Village: Why Overhang Speaks Louder Than Valuation Savers Value Village, Inc. 2025 Q4 - Results - Earnings Call Presentation Savers Value Village, Inc. (SVV) Q4 2025 Earnings Call Transcript Savers Value Village outlines plan for 25 new stores and $1.76B–$1.79B in 2026 net sales amid U.S. thrift momentum Seeking Alpha’s Quant Rating on Savers Value Village
AXIA Energia SA ( AXIA ): Adjusted net income: Reached R$ 3,707 million in 1Q26, compared to a loss of R$ 80 million in 1Q25. More on AXIA Energia SA AXIA: Key Infrastructure For AI, Beyond Electrical Potential AXIA Energia: New Deal Confirms Continuation Of Strategy AXIA Energia SA 2025 Q4 - Results - Earnings Call Presentation AXIA Energia SA Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating...
AXIA Energia SA ( AXIA ): Adjusted net income: Reached R$ 3,707 million in 1Q26, compared to a loss of R$ 80 million in 1Q25. More on AXIA Energia SA AXIA: Key Infrastructure For AI, Beyond Electrical Potential AXIA Energia: New Deal Confirms Continuation Of Strategy AXIA Energia SA 2025 Q4 - Results - Earnings Call Presentation AXIA Energia SA Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on AXIA Energia SA