First Advantage press release ( FA ): Q1 Non-GAAP EPS of $0.26. Revenue of $385.2M. Cash Flows from Operations of $49.4 million Subsequent to the end of the quarter, voluntary debt prepayment of $25 million made on May 6, in addition to $25 million prepayment made on February 27 $19.5 million in shares repurchased under $100 million share repurchase program More on First Advantage First Advantage:...
First Advantage press release ( FA ): Q1 Non-GAAP EPS of $0.26. Revenue of $385.2M. Cash Flows from Operations of $49.4 million Subsequent to the end of the quarter, voluntary debt prepayment of $25 million made on May 6, in addition to $25 million prepayment made on February 27 $19.5 million in shares repurchased under $100 million share repurchase program More on First Advantage First Advantage: Upgrade To Buy On Improved Fundamentals As Valuation Stayed Depressed First Advantage Corporation (FA) Presents at BofA Securities 2026 Information & Business Services Conference Transcript First Advantage Corporation 2025 Q4 - Results - Earnings Call Presentation First Advantage outlines $1.625B–$1.7B 2026 revenue target with new $100M buyback amid digital identity momentum Seeking Alpha’s Quant Rating on First Advantage
Stora Enso press release ( SEOJF ): Q1 GAAP EPS of - € 0.14. Revenue of € 2.35B. More on Stora Enso Oyj Stora Enso Oyj 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Stora Enso Oyj Historical earnings data for Stora Enso Oyj Dividend scorecard for Stora Enso Oyj Financial information for Stora Enso Oyj
Stora Enso press release ( SEOJF ): Q1 GAAP EPS of - € 0.14. Revenue of € 2.35B. More on Stora Enso Oyj Stora Enso Oyj 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Stora Enso Oyj Historical earnings data for Stora Enso Oyj Dividend scorecard for Stora Enso Oyj Financial information for Stora Enso Oyj
Gray Media press release ( GTN ): Q1 GAAP EPS of -$0.34 misses by $0.06 . Revenue of $768M (-1.8% Y/Y) in-line. Core Advertising Revenue – $352 million in the first quarter of 2026, a 2% increase, on both a reported and organic basis, compared to the first quarter of 2025, which exceeded our previously issued guidance of revenues being approximately flat with first quarter 2025. Retransmission Con...
Gray Media press release ( GTN ): Q1 GAAP EPS of -$0.34 misses by $0.06 . Revenue of $768M (-1.8% Y/Y) in-line. Core Advertising Revenue – $352 million in the first quarter of 2026, a 2% increase, on both a reported and organic basis, compared to the first quarter of 2025, which exceeded our previously issued guidance of revenues being approximately flat with first quarter 2025. Retransmission Consent Revenue – $339 million in the first quarter of 2026, compared to $379 million for the first quarter of 2025 Capital Expenditures – Capital expenditures were $19 million in the first quarter of 2026 compared to $15 million during the first quarter of 2025. More on Gray Media Gray Media, Inc. (GTN) Q4 2025 Earnings Call Transcript Gray Media, Inc. 2025 Q4 - Results - Earnings Call Presentation A Look Ahead At Gray Media's 2026 Political Advertising Tailwind Gray Media Q1 2026 Earnings Preview Communication services stocks with the highest dividend yields amid market volatility
LifeStance Health Group press release ( LFST ): Q1 GAAP EPS of $0.04 beats by $0.03 . Revenue of $403.5M (+21.2% Y/Y) beats by $17.38M . Clinician base increased 11% to 8,349 clinicians, a sequential net increase of 309 in the first quarter First quarter visit volumes increased 18% to 2.5 million For full year 2026, raising revenue expectations to $1.640 billion to $1.680 billion, Center Margin ex...
LifeStance Health Group press release ( LFST ): Q1 GAAP EPS of $0.04 beats by $0.03 . Revenue of $403.5M (+21.2% Y/Y) beats by $17.38M . Clinician base increased 11% to 8,349 clinicians, a sequential net increase of 309 in the first quarter First quarter visit volumes increased 18% to 2.5 million For full year 2026, raising revenue expectations to $1.640 billion to $1.680 billion, Center Margin expectations to $547 million to $571 million, and Adjusted EBITDA of $200 million to $220 million Shares +3% PM. More on LifeStance Health Group LifeStance Health Group, Inc. 2025 Q4 - Results - Earnings Call Presentation LifeStance Health Group, Inc. (LFST) Q4 2025 Earnings Call Transcript Lifestance outlines $1.615B–$1.655B 2026 revenue target while advancing AI, EHR initiatives and $100M buyback LifeStance Health Group announces launch of secondary public offering Seeking Alpha’s Quant Rating on LifeStance Health Group
Earnings Call Insights: Magnite (MGNI) Q1 2026 Management View "We delivered a strong first quarter, exceeding expectations across both revenue and profitability." (CEO & Director Michael Barrett) "In Q1, CTV contribution ex-TAC grew 30% and represented 51% of total, maintaining the momentum we saw in the back half of 2025." (CEO & Director Barrett) "SpringServe has evolved from a best-in-class ad...
Earnings Call Insights: Magnite (MGNI) Q1 2026 Management View "We delivered a strong first quarter, exceeding expectations across both revenue and profitability." (CEO & Director Michael Barrett) "In Q1, CTV contribution ex-TAC grew 30% and represented 51% of total, maintaining the momentum we saw in the back half of 2025." (CEO & Director Barrett) "SpringServe has evolved from a best-in-class ad server into the operating system for CTV monetization." (CEO & Director Barrett) "Live sports remains one of the largest and least penetrated opportunities in programmatic." (CEO & Director Barrett) "I want to address David's retirement... David has decided to retire... he remains in his role through September 30, while we evaluate internal and external candidates." (CEO & Director Barrett) "Total revenue for Q1 was $164 million, up 6% from Q1 2025." (Chief Financial Officer David Day) Outlook "For the second quarter, we expect contribution ex-TAC to be in the range of $177 million to $181 million, which represents growth of 9% to 12%." (Chief Financial Officer Day) "Contribution ex-TAC attributable to CTV to be in the range of $90 million to $92 million, which represents growth of 26% to 29%... DV+ contribution ex-TAC to be in the range of $87 million to $89 million, which represents a decline of 4% to 2%." (Chief Financial Officer Day) "We anticipate adjusted EBITDA operating expenses to be in the range of $115 million to $117 million, which implies adjusted EBITDA margin of 34% to 36%." (Chief Financial Officer Day) "For the full year 2026, we reaffirm total contribution ex-TAC growth to be at least 11%, reaffirm adjusted EBITDA percentage growth in the mid-teens, raise adjusted EBITDA margin to be at least 35.5% from greater than 35%, raise free cash flow growth to be in the mid-30% range from greater than 30% and reaffirm CapEx of approximately $60 million." (Chief Financial Officer Day) "I want to point out that our estimates do not include any potential market share...
Photo: VCG Chinese banks could face new curbs on high-yield interbank deposits under rules being tested that would link rates to the Shanghai Interbank Offered Rate (Shibor), as regulators seek to curb funding costs, Caixin has learned. Under the proposed framework, which is expected to take effect in the third quarter, interbank time deposit rates exceeding the corresponding Shibor tenor by more ...
Photo: VCG Chinese banks could face new curbs on high-yield interbank deposits under rules being tested that would link rates to the Shanghai Interbank Offered Rate (Shibor), as regulators seek to curb funding costs, Caixin has learned. Under the proposed framework, which is expected to take effect in the third quarter, interbank time deposit rates exceeding the corresponding Shibor tenor by more than 10 basis points could be classified as high-yield deposits, according to sources familiar with the matter.
Monty Rakusen/DigitalVision via Getty Images Hut 8 Corp. ( HUT ) appears to have completed one of the most successful strategic transitions within digital infrastructure. However, the market has not started to adequately value the company's transition until recently. Two years ago, Hut was a mid-tier Bitcoin mining firm facing the challenges related to post-halving pressures, whereas today, Hut po...
Monty Rakusen/DigitalVision via Getty Images Hut 8 Corp. ( HUT ) appears to have completed one of the most successful strategic transitions within digital infrastructure. However, the market has not started to adequately value the company's transition until recently. Two years ago, Hut was a mid-tier Bitcoin mining firm facing the challenges related to post-halving pressures, whereas today, Hut possesses $16.8 billion in contracted, triple-net, take-or-pay lease revenues from its two hyperscale AI data center campuses. This was the result of a “power-first” strategy, which few cryptocurrency-related firms could have executed even if they had been able to. I believe that the combination of HUT’s contracted backlog, a non-dilutive $3.25 billion investment-grade bond, and 16,331 Bitcoin (held or pledged) provides Hut with a risk/reward profile that is currently underpriced by the market. Hut owns and controls the basic energy-related infrastructure rather than leasing it, and this difference is important today because of the competition among hyperscalers for limited available power in Texas and Louisiana. This power advantage allowed Hut to enter into 15-year, triple-net leases with counterparties at Beacon Point and River Bend. As a result, the company now has locked-in multi-decade NOI visibility prior to installing a single GPU rack. Additionally, through its majority ownership in American Bitcoin, Hut has exposure to an owned mining fleet of ~28 EH/s across roughly 89,242 miners. This serves as a second revenue stream running alongside Hut’s larger infrastructure buildout, allowing the company to generate cash flows today while ramping up. Even after the recent rally, Hut's full potential appears to go beyond what the market is pricing in, which is why I'm rating the stock a Buy with a 12-month price target of $132.89. Recent Results Hut reported Q1 2026 revenue of ~$71 million, an increase of about 226% YoY. Through March 2026, the company’s TTM revenue is ~$348 ...
Legrand SA press release ( LGRDY ): FY GAAP EPS of € 1.26. Revenue of € 2.53B. More on Legrand SA Legrand SA 2026 Q1 - Results - Earnings Call Presentation Legrand: An Impressive Share Price Performance, But Stock Appears Fairly Valued Legrand SA (LGRDY) Q4 2025 Earnings Call Transcript Legrand SA reports FY results Seeking Alpha’s Quant Rating on Legrand SA
Legrand SA press release ( LGRDY ): FY GAAP EPS of € 1.26. Revenue of € 2.53B. More on Legrand SA Legrand SA 2026 Q1 - Results - Earnings Call Presentation Legrand: An Impressive Share Price Performance, But Stock Appears Fairly Valued Legrand SA (LGRDY) Q4 2025 Earnings Call Transcript Legrand SA reports FY results Seeking Alpha’s Quant Rating on Legrand SA
Patria Investments press release ( PAX ): Q1 Non-GAAP EPS of $0.27 misses by $0.01 . Revenue of $97.1M (+22.0% Y/Y) beats by $4.25M . Total Assets Under Management (“AUM”) of $59.3 billion as of quarter end, up 29% from 1Q25 More on Patria Investments Patria Investments: Still A Buy After Acquisition Spree (Rating Downgrade) Patria Investments Limited (PAX) Discusses Diversity and Strategies Withi...
Patria Investments press release ( PAX ): Q1 Non-GAAP EPS of $0.27 misses by $0.01 . Revenue of $97.1M (+22.0% Y/Y) beats by $4.25M . Total Assets Under Management (“AUM”) of $59.3 billion as of quarter end, up 29% from 1Q25 More on Patria Investments Patria Investments: Still A Buy After Acquisition Spree (Rating Downgrade) Patria Investments Limited (PAX) Discusses Diversity and Strategies Within the Credit Platform Transcript Patria Investments: Emerging Market Tailwinds May Soon Unlock Upside Patria Investments Q4 2026 Earnings Preview Seeking Alpha’s Quant Rating on Patria Investments
ACM Research press release ( ACMR ): Q1 Non-GAAP EPS of $0.34 beats by $0.14 . Revenue of $231.26M (+34.2% Y/Y) beats by $15.57M . ACM is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. (vs. consensus of $1.14B) More on ACM Research ACM Research: Let's Go To Hong Kong ACM Research's Rally Meets Reality After Weak Margins ACM Research Q4: Profitabilit...
ACM Research press release ( ACMR ): Q1 Non-GAAP EPS of $0.34 beats by $0.14 . Revenue of $231.26M (+34.2% Y/Y) beats by $15.57M . ACM is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. (vs. consensus of $1.14B) More on ACM Research ACM Research: Let's Go To Hong Kong ACM Research's Rally Meets Reality After Weak Margins ACM Research Q4: Profitability Deterioration Is Short Term, But How Short Term? Applied Materials, Lam Research, ACM Research get Buy ratings as Seaport initiates coverage ACM Research expects to report Q1 revenue growth of 31% to 33%