PonyWang/iStock Unreleased via Getty Images Back in February, I double upgraded Tesla, Inc. ( TSLA ) from a sell rating to a buy rating, citing a strategic renaissance and a valuation that wasn't as high as it seemed. You can see in the chart below that the stock has experienced some very modest losses since then despite the recent rebound, and so performance hasn't been as strong as I envisioned....
PonyWang/iStock Unreleased via Getty Images Back in February, I double upgraded Tesla, Inc. ( TSLA ) from a sell rating to a buy rating, citing a strategic renaissance and a valuation that wasn't as high as it seemed. You can see in the chart below that the stock has experienced some very modest losses since then despite the recent rebound, and so performance hasn't been as strong as I envisioned. The company reported their latest batch of earnings in late April and also shared some key developments recently, and so today I have decided to provide an update to see if the bull thesis still stands. Seeking Alpha Below, it is shown that Tesla's legacy automotive business is back on steadier footing. With their FSD also performing well, top-line growth is at multiyear highs, and their margins are also expanding. All eyes are on Cybercab and Optimus, and the reported progress didn't disappoint. With the long-term growth story getting increasingly clear, the contraction in the valuation since my previous article has made the risk/reward potentially even more attractive. Therefore, I'm reiterating my buy rating on Tesla stock. Best Growth In Recent Memory Data by YCharts Starting with the top-line results, Tesla saw some encouraging signs in their 2026 Q1. The Musk-led company posted revenues of $22.39 billion, which represents a growth rate of 16% YoY. While this isn't the strongest growth we have ever seen, it is shown above that there has been significant improvement from the previous quarter. In fact, this is the best growth rate that we have seen since mid-2023, and so really there has been a material step-up in their business activity overall. Furthermore, Tesla beat top-line expectations by a nice margin of $178.89 million, and so there was some outperformance. While it seems that their growth has been quite erratic in recent quarters, investors shouldn't forget that EV incentives ended last fall, and so Q3 results were artificially inflated while Q4 results were pr...
Snowflake (NYSE: SNOW) is trying to become the platform where enterprise data and AI workflows come together. The opportunity could be massive if customers use its tools more deeply, but the stock still carries premium expectations. This setup makes Snowflake one of the more compelling and risky AI software stories for investors right now. Stock prices used were the market prices of April 27, 2026...
Snowflake (NYSE: SNOW) is trying to become the platform where enterprise data and AI workflows come together. The opportunity could be massive if customers use its tools more deeply, but the stock still carries premium expectations. This setup makes Snowflake one of the more compelling and risky AI software stories for investors right now. Stock prices used were the market prices of April 27, 2026. The video was published on May 4, 2026. Continue reading
Per Scholas today announced a new collaboration with Microsoft to launch its first-ever Critical Infrastructure cohort, a 15-week, intensive training program designed to prepare learners for high-demand roles supporting the systems that power today's digital economy.
Per Scholas today announced a new collaboration with Microsoft to launch its first-ever Critical Infrastructure cohort, a 15-week, intensive training program designed to prepare learners for high-demand roles supporting the systems that power today's digital economy.
chinaface/E+ via Getty Images Canadian Natural Resources ( CNQ ) down 1.4% pre-market Thursday despite reporting better-than-expected Q1 adjusted earnings of C$1.17/share, topping the C$1.05/share analyst forecast by FactSet, fueled by higher production in its oil sands segment as well as conventional operations; shares are lower as crude oil prices fell on reports that the U.S. and Iran may be n...
chinaface/E+ via Getty Images Canadian Natural Resources ( CNQ ) down 1.4% pre-market Thursday despite reporting better-than-expected Q1 adjusted earnings of C$1.17/share, topping the C$1.05/share analyst forecast by FactSet, fueled by higher production in its oil sands segment as well as conventional operations; shares are lower as crude oil prices fell on reports that the U.S. and Iran may be nearing an agreement to end the Middle East war. Q1 net earnings fell to C1.35B (~US$988M), or C$0.64/share, from C$2.46B, or C$1.17/share, in the year-earlier quarter, weighed by C$1.1B in non-operating losses related to items including the effects of share-based compensation, risk management activities, and fluctuations in foreign exchange rates, while product sales slipped to C$12.4B from C$12.71B in the same period last year. Q1 total production before royalties rose 3.8% Y/Y to 1.64M boe/day, in line with its previously announced full-year output target of 1.615M-1.665M boe/day, as crude oil and natural gas liquids volumes edged up to nearly 1.2M bbl/day while gas production before royalties jumped 8.9% to 2.67B cf/day. Results were helped by record production of 134,396 bbl/day from the Jackfish thermal oil sands project, exceeding its maximum output capacity, record quarterly North American natural gas production of 2.67B cf/day, and higher oil sands production of ~630K bbl/day, with facilities running above full capacity. Canadian Natural ( CNQ ) said its realized crude oil and natural gas liquids prices fell 5% Y/Y but rose 18% Q/Q, while the realized sales price in its oil sands mining and upgrading segment fell 6% Y/Y but increased 18% Q/Q. The company said higher commodity prices have helped it accelerate debt reduction, with net debt falling below C$16B, and accelerated the pace of share buybacks, with C$309M of shares repurchased in April. More on Canadian Natural Resources Canadian Natural Resources: Earnings Set To Reveal Massive Rewards Canadian Natural Res...
Theravance Biopharma press release ( TBPH ): Q1 GAAP EPS of -$0.10 misses by $0.13 . Revenue of $17.7M (+14.9% Y/Y) beats by $0.25M . More on Theravance Biopharma Theravance Biopharma: A Special Situation With A 50-100% Likely Upside Summers Value Fund adds TBPH, exits ADMA among Q1 moves Theravance drops rare disease drug after late-stage trial setback Seeking Alpha’s Quant Rating on Theravance B...
Theravance Biopharma press release ( TBPH ): Q1 GAAP EPS of -$0.10 misses by $0.13 . Revenue of $17.7M (+14.9% Y/Y) beats by $0.25M . More on Theravance Biopharma Theravance Biopharma: A Special Situation With A 50-100% Likely Upside Summers Value Fund adds TBPH, exits ADMA among Q1 moves Theravance drops rare disease drug after late-stage trial setback Seeking Alpha’s Quant Rating on Theravance Biopharma Historical earnings data for Theravance Biopharma
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists Devendra Hardawar, Micah Sargent, and Nicholas DeLeon argued the patient approach now looks like discipline, especially set against Microsoft’s accelerating capital ... Apple’s AI Restraint Looks S...
The narrative around Apple and AI has flipped. A year ago, Apple’s restrained posture toward generative AI looked like a weakness. On the latest This Week in Tech podcast, host Leo Laporte and panelists Devendra Hardawar, Micah Sargent, and Nicholas DeLeon argued the patient approach now looks like discipline, especially set against Microsoft’s accelerating capital ... Apple’s AI Restraint Looks Smart as Microsoft Spends $190B on AI Despite User Pushback
Inter & Co press release ( INTR ): Q1 Net Income of R$395 million (US$75.6 million) Reached 44 million total clients, achieving the highest quarterly jump in activation rate since 2024, nearly 60%, reflecting deep and growing client engagement. More on Inter & Co Inter: Scaling In A Competitive Market Inter & Co: A 63% Upside The Market May Be Missing Inter & Co reports FY results Inter & Co Q4 20...
Inter & Co press release ( INTR ): Q1 Net Income of R$395 million (US$75.6 million) Reached 44 million total clients, achieving the highest quarterly jump in activation rate since 2024, nearly 60%, reflecting deep and growing client engagement. More on Inter & Co Inter: Scaling In A Competitive Market Inter & Co: A 63% Upside The Market May Be Missing Inter & Co reports FY results Inter & Co Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Inter & Co
Formula One Group press release ( FWONA ): Q1 net income of $57M Revenue of $711M (+59.1% Y/Y) beats by $40.63M . More on Formula One Group Formula One Group: Short-Term Pain, Long-Term Gains Formula One Group: Winning Everywhere, Except In The Stock Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Chinese auto giant BYD considers entering...
Formula One Group press release ( FWONA ): Q1 net income of $57M Revenue of $711M (+59.1% Y/Y) beats by $40.63M . More on Formula One Group Formula One Group: Short-Term Pain, Long-Term Gains Formula One Group: Winning Everywhere, Except In The Stock Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Chinese auto giant BYD considers entering Formula 1 racing Bahrain and Saudi Arabia Formula One cancelled due to Mideast conflict - update
ScanSource press release ( SCSC ): Q3 Non-GAAP EPS of $0.94 beats by $0.02 . Revenue of $766.7M beats by $43.82M . Gross profit for the third quarter of fiscal year 2026 increased 6.9% year-over-year to $107.1 million, with a gross profit margin of 14.0% versus 14.2% in the prior-year quarter. For the third quarter of fiscal year 2026, the percentage of gross profit from recurring revenue totaled ...
ScanSource press release ( SCSC ): Q3 Non-GAAP EPS of $0.94 beats by $0.02 . Revenue of $766.7M beats by $43.82M . Gross profit for the third quarter of fiscal year 2026 increased 6.9% year-over-year to $107.1 million, with a gross profit margin of 14.0% versus 14.2% in the prior-year quarter. For the third quarter of fiscal year 2026, the percentage of gross profit from recurring revenue totaled 34.7% compared to 35.5% for the prior-year period. For the third quarter of fiscal year 2026, operating income increased to $23.1 million from $22.3 million in the prior-year quarter. Third quarter fiscal year 2026 non-GAAP operating income increased to $27.7 million from $26.6 million in the prior-year quarter. More on ScanSource Seeking Alpha’s Quant Rating on ScanSource Historical earnings data for ScanSource Financial information for ScanSource
(RTTNews) - Grainger (GWW) said, for 2026, the company now expects EPS in a range of $44.25 - $46.25, revised from prior guidance range of $42.25 - $44.75. Net sales are now projected in a range of $19.2 - $19.6 billion, revised from prior guidance range of $18.7 - $19.1 billion.
(RTTNews) - Grainger (GWW) said, for 2026, the company now expects EPS in a range of $44.25 - $46.25, revised from prior guidance range of $42.25 - $44.75. Net sales are now projected in a range of $19.2 - $19.6 billion, revised from prior guidance range of $18.7 - $19.1 billion.