Unity Software ( U ) is set to post Q1 earnings on Thursday, May 7th, before the market opens. The consensus EPS estimate is $0.24 (flat Y/Y), and the consensus revenue estimate is $505.01M (+16.1% Y/Y). Unity’s shares have fallen about 40% this year amid intensifying competition and uncertainty around its long-term position in both game development tools and advertising technology . Unity faces s...
Unity Software ( U ) is set to post Q1 earnings on Thursday, May 7th, before the market opens. The consensus EPS estimate is $0.24 (flat Y/Y), and the consensus revenue estimate is $505.01M (+16.1% Y/Y). Unity’s shares have fallen about 40% this year amid intensifying competition and uncertainty around its long-term position in both game development tools and advertising technology . Unity faces strong competition from AppLovin ( APP ) in advertising, while Meta ( META ) continues to strengthen its ad network. In game development, Unity is caught between high-end tools like Unreal Engine and lower-cost or open-source platforms such as Godot, which have been gaining share. New technologies also pose risks, which include Google ( GOOGL )'s new AI-driven tools capable of generating interactive environments.Unity’s business relies on two key segments, Create, its game engine platform, and Grow, its advertising network, both of which depend on scale. A weaker developer engagement could limit growth across both businesses, particularly if competitors continue to gain traction. "If the company is not able to regain the trust of the developers' community, Unity won't launch enough games to support the advertising business, and the revenue will be more modest," Seeking Alpha analyst Rafa. F. Oliver said. While margins are improving and stock-based compensation is declining, profitability still lags peers. Investors will look for signs that Unity can rebuild developer trust and stabilize its platform after past missteps. Over the last 1 year, U has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 8 upward revisions and 1 downward. Revenue estimates have seen 10 upward revisions and 3 downward. More on Unity Software Inc Unity: Too Uncertain To Trust The Turnaround Unity: Upgrade To Strong Buy On Excellent Preliminary Q1 Results Unity: High SBC And A Looming AI Threat, Sell Wedbush reiterat...
Shares of TeraWulf (NASDAQ: WULF) rose 50.6% in April 2026, according to data from S&P Global Market Intelligence . The Bitcoin (CRYPTO: BTC) miner and high-performance computing service saw a 45.2% gain in the first two weeks of the month, and then it approximately followed the broader market upward for the rest of April. Image source: The Motley Fool. TeraWulf put the pedal to the metal for near...
Shares of TeraWulf (NASDAQ: WULF) rose 50.6% in April 2026, according to data from S&P Global Market Intelligence . The Bitcoin (CRYPTO: BTC) miner and high-performance computing service saw a 45.2% gain in the first two weeks of the month, and then it approximately followed the broader market upward for the rest of April. Image source: The Motley Fool. TeraWulf put the pedal to the metal for nearly two weeks. The stock rose 40.8% from April 2 to April 14, and five of these eight trading days showed single-date gains of at least 4%. Continue reading
⚽ Champions League news, 8pm BST kick-off ( first leg: 4-5 ) ⚽ Read today’s Football Daily | And follow us on Bluesky In the novel Rabbit, Run , J ohn Updike has one of his characters, a groovy and progressive 1960s priest, calling round to talk to his fellow minister, a hard German Lutheran, about the secret doubts he harbours about his faith. Is the doctrine really necessary? Is hell just, you k...
⚽ Champions League news, 8pm BST kick-off ( first leg: 4-5 ) ⚽ Read today’s Football Daily | And follow us on Bluesky In the novel Rabbit, Run , J ohn Updike has one of his characters, a groovy and progressive 1960s priest, calling round to talk to his fellow minister, a hard German Lutheran, about the secret doubts he harbours about his faith. Is the doctrine really necessary? Is hell just, you know, a metaphor? He likes Jesus. But maybe he also likes sinful things, like sex and recklessly open attacking football. The hard German Lutheran takes one look, curls his lip and tells the groovy progressive priest to get down on his knees in the kitchen and beg for forgiveness. Who is he to reason with divine suffering? Life is pain. Joy is pain. Pain is pain. Frankly, the groovy priest who likes flying full-backs and an open midfield disgusts him. He will burn in hell for his spineless debauchery. The groovy priest leaves in tears. Continue reading...
Over the last 7 days, the United States market has risen by 1.8%, and over the past 12 months, it has increased by 30%, with earnings forecasted to grow by 16% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business.
Over the last 7 days, the United States market has risen by 1.8%, and over the past 12 months, it has increased by 30%, with earnings forecasted to grow by 16% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business.
The reshoring story has moved from a talking point to a capex line item. Three exchange-traded funds offer different ways to position around it: First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR), Global X U.S. Infrastructure Development ETF (NYSEARCA:PAVE), and Industrial Select Sector SPDR Fund (NYSEARCA:XLI). Each captures a different slice of the same underlying ... AIRR, PAVE, ...
The reshoring story has moved from a talking point to a capex line item. Three exchange-traded funds offer different ways to position around it: First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR), Global X U.S. Infrastructure Development ETF (NYSEARCA:PAVE), and Industrial Select Sector SPDR Fund (NYSEARCA:XLI). Each captures a different slice of the same underlying ... AIRR, PAVE, and XLI: Which Reshoring ETF Wins as Factories Return Home
(RTTNews) - The major European stock markets finished higher again on Wednesday, thanks to growing optimism about a potential peace deal between the United States and Iran. A massive plunge in crude oil prices and easing fears of fuel-led inflation also boosted market sentiment a
(RTTNews) - The major European stock markets finished higher again on Wednesday, thanks to growing optimism about a potential peace deal between the United States and Iran. A massive plunge in crude oil prices and easing fears of fuel-led inflation also boosted market sentiment a
Here are the stocks making headlines in midday trading. Arm Holdings — The British semiconductor designer jumped almost 13% on Nasdaq ahead of its latest earnings report due out after the close Wednesday. UBS analyst Timothy Arcuri raised his 12-month price target on ARM Tuesday to $245 from $175 previously. Healthpeak Properties — The healthcare real estate investment trust soared 18% after first...
Here are the stocks making headlines in midday trading. Arm Holdings — The British semiconductor designer jumped almost 13% on Nasdaq ahead of its latest earnings report due out after the close Wednesday. UBS analyst Timothy Arcuri raised his 12-month price target on ARM Tuesday to $245 from $175 previously. Healthpeak Properties — The healthcare real estate investment trust soared 18% after first-quarter funds from operations (FFO) and revenue both topped Wall Street analysts' consensus estimates, and it raised its second-quarter guidance for FFO to $1.71 to $1.75. CDW — Shares dropped 19% after the multibrand provider of information technology reported disappointing operating income in the first quarter. The company reported adjusted earnings per share of $2.28 which matched FactSet's consensus. They reaffirmed their 2026 outlook, seeing adjusted EPS growth guidance in the mid-single digits year over year. Cencora — The drug wholesale and distribution company plummeted 17% after dialing back its revenue growth expectations for 2026. Cencora now anticipates growth of 4% to 6%, versus its earlier guidance of 7% to 9%. Aurora Innovation —The self-driving vehicle company popped 9% after announcing a deal to provide driverless technology to Berkshire Hathaway subsidiary McLane. The partnership allows McLane, one of the largest distribution companies in the U.S., to use the autonomous technology in long-haul trucking on routes in Texas and across the U.S. Sun Belt. Flex — The manufacturing stock soared 35% and hit a 52-week high. Flex announced that it plans to spring off its cloud and power infrastructure business into a new publicly traded company. Advanced Micro Devices — Shares surged nearly 17% after the chipmaker issued strong guidance. AMD is calling for second-quarter revenue of $11.2 billion, plus or minus $300 million, versus the analyst estimate for $10.52 billion. First-quarter results also surpassed expectations on the top and bottom lines. Super Micro Comp...
sankai/iStock via Getty Images Introduction Seeking Alpha’s universe of small-cap ETFs encompasses close to 100 different options, and, as of early May 2026, the number 1 ranked (from a quant rating perspective) product is the Invesco S&P SmallCap Momentum ETF ( XSMO ), which incidentally completed two decades as a listed product in March 2025. Seeking Alpha This $2.75 billion-sized ETF, which is ...
sankai/iStock via Getty Images Introduction Seeking Alpha’s universe of small-cap ETFs encompasses close to 100 different options, and, as of early May 2026, the number 1 ranked (from a quant rating perspective) product is the Invesco S&P SmallCap Momentum ETF ( XSMO ), which incidentally completed two decades as a listed product in March 2025. Seeking Alpha This $2.75 billion-sized ETF, which is priced at a reasonable expense ratio of 0.36% (the median ETF expense rate is 14bps more) is also in the midst of witnessing relatively strong buoyancy in 2026, where it is up by over 23%, and outperforming the small-cap benchmark (the Russell 2000) by a factor of 1.55x. YCharts If these credentials have managed to stoke the interest of prospective ETF investors, and if they want to better understand this product, and ascertain if it is worth pursuing now, this article is for them. How Is XSMO Built? XSMO, which is sponsored by Invesco Capital Management, seeks to pursue a pool of small-cap stocks that have been exhibiting persistence in their relative price performance. Note that XSMO doesn’t randomly screen and pick out these stocks, but instead it attempts to fully replicate the S&P Smallcap 600 Momentum Index [SS6MI]. A lot of passive ETFs attempt to mirror the performance of their tracking indexes by only sampling stocks from the latter, but since XSMO goes down the route of full replication , note that its tracking errors (across different durations) are lower than what a typical ETF encounters. Seeking Alpha Since XSMO is essentially a near-perfect replica of SS6MI, one ought to get a better sense of the structure behind the latter. So, SS6MI is essentially a subset of the famed S&P SmallCap 600 Index [SS6I], and consists of the top 120 stocks from the latter that have the highest momentum scores (basically the top 20% of SS6I that are experiencing relative higher upward price movements compared to the rest of the index). The momentum score here takes into considerat...
Earnings Call Insights: BeOne Medicines AG (ONC) Q1 2026 Management View "We entered 2026 with tremendous momentum" and "These results underpin our confidence to raise our 2026 revenue guidance range by $100 million" (Co-Founder, Executive Chairman & CEO John Oyler). "BRUKINSA continued its global leadership in the growing BTK market with first quarter sales of $1.1 billion, representing growth of...
Earnings Call Insights: BeOne Medicines AG (ONC) Q1 2026 Management View "We entered 2026 with tremendous momentum" and "These results underpin our confidence to raise our 2026 revenue guidance range by $100 million" (Co-Founder, Executive Chairman & CEO John Oyler). "BRUKINSA continued its global leadership in the growing BTK market with first quarter sales of $1.1 billion, representing growth of 38%" and "we're aggressively moving to redefine the fixed duration treatment landscape with our next-generation foundational BCL-2 inhibitor, sonro" (CEO Oyler). "Product revenue reached $1.5 billion in the quarter, representing 34% year-over-year growth" and "we now project 2026 revenue to be between $6.3 billion to $6.5 billion, an increase of $100 million across the range" (Chief Financial Officer Aaron Rosenberg). "We acquired an exclusive option to license a novel PD-1 VEGF CTLA-4 trispecific, which is expected to enter the clinic in June" and "we have made a data-driven deprioritization decisions in programs such as CDK2 inhibitor, EGFR CDAC, MAT2A inhibitor and the PanKRAS inhibitor" (President and Global Head of R&D Wang Lai). Outlook "We now project 2026 revenue to be between $6.3 billion to $6.5 billion" and "GAAP operating income estimates are updated to be between $750 million and $850 million" (CFO Rosenberg). "We anticipate modest full year initial contributions from our launches of zanidatamab and sonro" and "GAAP operating expense expectations are unchanged between $4.7 billion and $4.9 billion" (CFO Rosenberg). Compared with the prior call, management previously said, "we project 2026 revenue to be between $6.2 billion to $6.4 billion" (Chief Financial Officer Rosenberg, Q4 2025). Financial Results "Gross margin improved to 89% from approximately 85% in the prior year" and "operating expenses grew by 16%, totaling $1.1 billion" (CFO Rosenberg). "Income from operations totaled $250 million" and "net income totaled $227 million with GAAP diluted earnings per...
Shopify (NASDAQ:SHOP) has had a brutal start to 2026, with shares down 33.14% year to date after peaking near $163.14 in December 2025. With the stock now trading at $107.37, our proprietary model sees a setup worth leaning into. Our 24/7 Wall St. price target for Shopify is $114.78 over the next 12 months, implying ... Shopify Eyes 7% Upside After Brutal 2026 Selloff
Shopify (NASDAQ:SHOP) has had a brutal start to 2026, with shares down 33.14% year to date after peaking near $163.14 in December 2025. With the stock now trading at $107.37, our proprietary model sees a setup worth leaning into. Our 24/7 Wall St. price target for Shopify is $114.78 over the next 12 months, implying ... Shopify Eyes 7% Upside After Brutal 2026 Selloff
Self-proclaimed "world's largest IT infrastructure services provider" Kyndryl Holdings (NYSE: KD) stock got a little less large after missing on its Q4 2026 earnings report this morning. Analysts had expected Kyndryl to earn $0.49 per share on sales of just under $4 billion for the quarter. Instead, Kyndryl earned only $0.08 per share, and its sales were less than $3.8 billion -- and so now, Kyndr...
Self-proclaimed "world's largest IT infrastructure services provider" Kyndryl Holdings (NYSE: KD) stock got a little less large after missing on its Q4 2026 earnings report this morning. Analysts had expected Kyndryl to earn $0.49 per share on sales of just under $4 billion for the quarter. Instead, Kyndryl earned only $0.08 per share, and its sales were less than $3.8 billion -- and so now, Kyndryl stock is down 9.4% through 1:20 p.m. ET Wednesday. Image source: Getty Images. Continue reading
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Advanced Micro Devices, Inc.'s ( AMD ) first quarter (Q1) results for Fiscal Year (FY) 2026 indicate that it did overcome the momentary stilling of sales in arguably the hottest segment of the chip market - data centers - seen across FY 2025. As a result, the stock soared 20% when markets opened on the 6th of May. However, trends ind...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Advanced Micro Devices, Inc.'s ( AMD ) first quarter (Q1) results for Fiscal Year (FY) 2026 indicate that it did overcome the momentary stilling of sales in arguably the hottest segment of the chip market - data centers - seen across FY 2025. As a result, the stock soared 20% when markets opened on the 6th of May. However, trends indicate that this comes at rising concentration risk, much like with Nvidia ( NVDA ). Trend Drilldown AMD seems to have achieved harmony in its earnings passthrough to earnings in Q1 2026 , a marked difference from full FY trends: Source: Created by Sandeep G. Rao using data from AMD's Financial Statements If present trends continue, revenue, R&D expenses, and cost of sales will be 20% higher than in FY 2025, while diluted earnings per share (EPS) will be 28% higher. This is generally a positive signal for investors seeking "value" investments, i.e., a rise in revenue generally indicating a near-commensurate rise in earnings. For the datacenter segment, the company announced that it will be delivering up to 6 gigawatts of its Instinct GPUs to Meta ( META ), of which the first 1 GW will be powered by custom-designed Instinct MI450-based GPUs as part of an agreement penned in February . Meta will also be a lead customer for its upcoming 6th Gen EPYC CPUs. The company also stated that new and expanded 5th Gen EPYC-powered cloud instances have been deployed by Google ( GOOG ; GOOGL ) and Microsoft ( MSFT ) across general-purpose, memory-, and compute-optimized workloads. Interestingly, AMD also made a point of highlighting that Chinese tech giant Tencent has made substantial utilization of AMD chips in their deployed cloud instances, thereby indicating that the restrictions placed on technology sales to China haven't affected its global reach. This is simultaneously a positive and a factor to watch for: there is substantial bipartisan backing in the U.S. legislature to tighten co...