FRISCO, TX, May 05, 2026 (GLOBE NEWSWIRE) -- Comstock Resources, Inc. ("Comstock" or the "Company") (NYSE; NYSE Texas: CRK) today reported financial and operating results for the quarter ended March 31, 2026.
FRISCO, TX, May 05, 2026 (GLOBE NEWSWIRE) -- Comstock Resources, Inc. ("Comstock" or the "Company") (NYSE; NYSE Texas: CRK) today reported financial and operating results for the quarter ended March 31, 2026.
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2026. First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84. On a non-GAAP (*) basis, gross margin was 55%, operating income was $2.5 billion, net income was...
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2026. First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84. On a non-GAAP (*) basis, gross margin was 55%, operating income was $2.5 billion, net income was $2.3 billion and diluted earnings per share was $1.37.
Dallas, Texas, May 05, 2026 (GLOBE NEWSWIRE) -- CompX International Inc. (NYSE American: CIX) announced today net sales of $40.6 million for the first quarter of 2026 compared to $40.3 million in the same period of 2025. Operating income was $7.1 million in the first quarter of 2026 compared to $5.9 million in the same period of 2025. Net income was $5.9 million, or $.48 per basic and diluted comm...
Dallas, Texas, May 05, 2026 (GLOBE NEWSWIRE) -- CompX International Inc. (NYSE American: CIX) announced today net sales of $40.6 million for the first quarter of 2026 compared to $40.3 million in the same period of 2025. Operating income was $7.1 million in the first quarter of 2026 compared to $5.9 million in the same period of 2025. Net income was $5.9 million, or $.48 per basic and diluted common share, for the first quarter of 2026 compared to $5.1 million, or $.42 per basic and diluted common share, in the same period of 2025.
LAS VEGAS, NV, May 05, 2026 (GLOBE NEWSWIRE) -- Consumer Portfolio Services, Inc. (Nasdaq: CPSS) (“CPS” or the “Company”) today announced earnings of $5.5 million, or $0.24 per diluted share for its first quarter ended March 31, 2026. This represents an 18% increase in net income compared to $4.7 million in the first quarter of 2025. Earnings per diluted share increased by 26% compared to $0.19 in...
LAS VEGAS, NV, May 05, 2026 (GLOBE NEWSWIRE) -- Consumer Portfolio Services, Inc. (Nasdaq: CPSS) (“CPS” or the “Company”) today announced earnings of $5.5 million, or $0.24 per diluted share for its first quarter ended March 31, 2026. This represents an 18% increase in net income compared to $4.7 million in the first quarter of 2025. Earnings per diluted share increased by 26% compared to $0.19 in the first quarter of 2025.
WARRENVILLE, Ill., May 05, 2026 (GLOBE NEWSWIRE) -- Fuel Tech, Inc. (NASDAQ: FTEK) , a technology company using advanced engineering processes to provide emissions control systems and water treatment technologies in utility and industrial applications, today reported financial results for the first quarter ended March 31, 2026 (“Q1 2026”).
WARRENVILLE, Ill., May 05, 2026 (GLOBE NEWSWIRE) -- Fuel Tech, Inc. (NASDAQ: FTEK) , a technology company using advanced engineering processes to provide emissions control systems and water treatment technologies in utility and industrial applications, today reported financial results for the first quarter ended March 31, 2026 (“Q1 2026”).
NEW YORK, May 05, 2026 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) (“GNL” or the “Company”), a publicly traded real estate investment trust that focuses on acquiring and managing a global portfolio of income producing net lease assets across the United States, and Western and Northern Europe, announced today its financial and operating results for the quarter ended March 31, 2026.
NEW YORK, May 05, 2026 (GLOBE NEWSWIRE) -- Global Net Lease, Inc. (NYSE: GNL) (“GNL” or the “Company”), a publicly traded real estate investment trust that focuses on acquiring and managing a global portfolio of income producing net lease assets across the United States, and Western and Northern Europe, announced today its financial and operating results for the quarter ended March 31, 2026.
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2026. First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84. On a non-GAAP(*) basis, gross margin was 55%, operating income was $2.5 billion, net income was ...
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2026. First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84. On a non-GAAP(*) basis, gross margin was 55%, operating income was $2.5 billion, net income was $2.3 billion and diluted earnings per share was $1.37. “We delivered an outstanding first quarter, d
Ouster press release ( OUST ): Q1 GAAP EPS of -$0.28 in-line. Revenue of $49M (+50.2% Y/Y) beats by $2.85M . Product revenue was $48 million, up 55% year over year and 18% sequentially. Shipped more than 12,600 lidar and camera sensors for revenue, of which lidar was approximately 65% of the total. GAAP gross margin of 43%, up 200 bps year over year and down 1,700 bps sequentially. GAAP net loss o...
Ouster press release ( OUST ): Q1 GAAP EPS of -$0.28 in-line. Revenue of $49M (+50.2% Y/Y) beats by $2.85M . Product revenue was $48 million, up 55% year over year and 18% sequentially. Shipped more than 12,600 lidar and camera sensors for revenue, of which lidar was approximately 65% of the total. GAAP gross margin of 43%, up 200 bps year over year and down 1,700 bps sequentially. GAAP net loss of $17 million, an improvement of $5 million year over year and down $21 million sequentially. Non-GAAP gross margin1 of 46%, flat year over year and down 1,600 bps sequentially. Adjusted EBITDA1 loss of $7 million, up $1 million year over year and down $20 million sequentially. Cash, cash equivalents, restricted cash, and short-term investments of $175 million as of March 31, 2026. More on Ouster Ouster: Positioned For Physical AI Growth, Despite Near-Term Losses Ouster: I Got My Sensors On You Ouster: Great Tech, Stock Fairly Priced (Downgrade) Ouster Q1 2026 Earnings Preview Ouster outlines 30% to 50% annual revenue growth target for 2026 following StereoLabs acquisition
Ingram Micro Holding ( NYSE: INGM ) on Tuesday said that an affiliate of Platinum Equity has launched a $330 million secondary offering of its common stock. The selling stockholder is expected to grant underwriters an option to purchase about $45 million of additional shares, the company said. Ingram Micro said it will not receive any proceeds from the offering but plans to repurchase at least $30...
Ingram Micro Holding ( NYSE: INGM ) on Tuesday said that an affiliate of Platinum Equity has launched a $330 million secondary offering of its common stock. The selling stockholder is expected to grant underwriters an option to purchase about $45 million of additional shares, the company said. Ingram Micro said it will not receive any proceeds from the offering but plans to repurchase at least $30 million of shares as part of the transaction under its existing buyback program. Source: Press Release More on Ingram Micro Holding Corporation Ingram Micro Holding Corporation (INGM) Q1 2026 Earnings Call Transcript Ingram Micro Holding: A Record Q4 Handed Back By A Secondary Offering Ingram Micro Holding Corporation 2025 Q4 - Results - Earnings Call Presentation Ingram Micro Holding Corporation raises dividend by 2.4% Ingram Micro forecasts Q2 net sales of $13.6B-$14.0B while expanding buyback and raising dividend 2.4%
DaVita press release ( DVA ): Q1 Non-GAAP EPS of $2.87 beats by $0.54 . Revenue of $3.42B (+6.2% Y/Y) beats by $60M . Current 2026 guidance Prior 2026 guidance Low High Low High (dollars in millions, except per share data) Adjusted operating income $2,150 $2,250 $2,085 $2,235 Adjusted diluted net income from continuing operations per share attributable to DaVita Inc. $14.10 $15.20 $13.60 $15.00 Fr...
DaVita press release ( DVA ): Q1 Non-GAAP EPS of $2.87 beats by $0.54 . Revenue of $3.42B (+6.2% Y/Y) beats by $60M . Current 2026 guidance Prior 2026 guidance Low High Low High (dollars in millions, except per share data) Adjusted operating income $2,150 $2,250 $2,085 $2,235 Adjusted diluted net income from continuing operations per share attributable to DaVita Inc. $14.10 $15.20 $13.60 $15.00 Free cash flow $1,000 $1,250 $1,000 $1,250 Click to enlarge More on DaVita DaVita: Further Upside Is Trickier (Rating Downgrade) DaVita Inc. (DVA) Presents at TD Cowen 46th Annual Health Care Conference Transcript DaVita Q1 2026 Earnings Preview Healthcare among laggards in Q1; MRNA and DVA lead gainers while HUM drags Seeking Alpha’s Quant Rating on DaVita
JHVEPhoto Super Micro Computer ( SMCI ) shares rose 12% in extended trading on Tuesday after the artificial intelligence server maker reported fiscal third-quarter results and guidance that were above Wall Street's estimates. For the period ending March 31, Super Micro earned an adjusted $0.84 per share as revenue came in at $10.24B, down from $12.7B in the prior quarter but up from $4.6B in the y...
JHVEPhoto Super Micro Computer ( SMCI ) shares rose 12% in extended trading on Tuesday after the artificial intelligence server maker reported fiscal third-quarter results and guidance that were above Wall Street's estimates. For the period ending March 31, Super Micro earned an adjusted $0.84 per share as revenue came in at $10.24B, down from $12.7B in the prior quarter but up from $4.6B in the year-ago period. Analysts had expected the company to earn an adjusted $0.63 per share on $12.45B in revenue. “Supermicro's transformation into a total datacenter infrastructure provider is accelerating,” said Charles Liang, Founder, President and CEO of Supermicro, in a statement. “Our margin recovery and the rapid growth of our DCBBS business demonstrate that our business remains robust. With the addition of our new US manufacturing facilities in Silicon Valley, we are exceptionally well-positioned to meet the massive demand for various AI and enterprise verticals.” The company did not say anything about the ongoing internal investigation into smuggling allegations. Looking ahead to the fiscal fourth-quarter, Super Micro expects to earn between $0.65 and $0.79 per share on an adjusted basis, above the $0.57 analysts expected. Revenue is forecast to be between $11B and $12.5B, with the midpoint above the $11.16B estimate. However, the company tweaked its full-year outlook, as it now sees sales between $38.9B and $40.4B, down from a prior view of at least $40B. The company will host a conference call at 5 p.m. EST to discuss the results. More on Super Micro Computer Super Micro Computer: Get Out Before Earnings Super Micro Computer: From Bad To Worse Get Out Of Super Micro Computer While You Can Super Micro Computer Q3 earnings in focus amid intensifying legal challenges Super Micro bets on arm architecture as it expands data center offering
Earnings Call Insights: TransDigm (TDG) Q2 fiscal 2026 Management View "As you saw from our earnings release, we delivered a good quarter. Our Q2 results ran ahead of our expectations, and we once again raised our guidance for the year." (CEO, President & Director Michael Lisman) "In March and April, activity took a step back as a result of the conflict in the Middle East... To date, we have not s...
Earnings Call Insights: TransDigm (TDG) Q2 fiscal 2026 Management View "As you saw from our earnings release, we delivered a good quarter. Our Q2 results ran ahead of our expectations, and we once again raised our guidance for the year." (CEO, President & Director Michael Lisman) "In March and April, activity took a step back as a result of the conflict in the Middle East... To date, we have not seen a significant change in commercial aftermarket ordering activity... but we remain cautious here." (CEO Lisman) "We are pleased to have closed the acquisitions of Jet Parts Engineering and Victor Sierra shortly after the quarter ended. We continue to work towards a closing on Stellant..." (CEO Lisman) "Pro forma for the announced acquisitions, we have significant M&A firepower and capacity remaining in excess of $10 billion." (CEO Lisman) "Our total commercial OEM revenue increased approximately 12% in Q2 compared with the prior year period." (Co-Chief Operating Officer Joel Reiss) "Total commercial aftermarket revenue increased by approximately 14% compared with the prior year period." (Co-COO Reiss) "Defense market revenue... grew by approximately 11% compared with the prior year period." (Co-COO Reiss) "In the second quarter, our organic growth rate was approximately 11%" and "free cash flow... was approximately $350 million for the quarter." (Chief Financial Officer Sarah Wynne) "We ended the quarter with a sizable cash balance of $3.9 billion" and "our net debt-to-EBITDA ratio ended the quarter... at 5.6x" (and "5.9x" pro forma for the acquisitions). (CFO Wynne) "During Q2 continuing into the first week of April, we opportunistically deployed about $800 million of capital via open market repurchases... approximately 670,000 shares at an average purchase price of below $1,200 per share." (CFO Wynne) "I'm excited to share 2 recent promotions to EVP... Eric Hilliard has been promoted to EVP of M&A... The second promotion to EVP is Mike Carney." (CEO Lisman) Outlook "Th...
Astera Labs press release ( ALAB ): Q1 Non-GAAP EPS of $0.61 beats by $0.07 . Revenue of $308.36M (+93.5% Y/Y) beats by $16.04M . GAAP Financial Outlook: Revenue within a range of $355 million to $365 million vs consensus of $310.06M GAAP gross margin of approximately 73% GAAP operating expenses within a range of approximately $188 million to $191 million GAAP tax rate of approximately 1% GAAP dil...
Astera Labs press release ( ALAB ): Q1 Non-GAAP EPS of $0.61 beats by $0.07 . Revenue of $308.36M (+93.5% Y/Y) beats by $16.04M . GAAP Financial Outlook: Revenue within a range of $355 million to $365 million vs consensus of $310.06M GAAP gross margin of approximately 73% GAAP operating expenses within a range of approximately $188 million to $191 million GAAP tax rate of approximately 1% GAAP diluted earnings per share of approximately $0.44 to $0.46 on weighted-average diluted shares outstanding of approximately 184 million Non-GAAP Financial Outlook (excluding the impact of stock-based compensation expense and the income tax effects of non-GAAP adjustments): Non-GAAP gross margin of approximately 73% Non-GAAP operating expenses within a range of approximately $128 million to $131 million Non-GAAP tax rate of approximately 12% Non-GAAP diluted earnings per share of approximately $0.68 to $0.70 vs consensus of $0.55 on non-GAAP weighted-average diluted shares outstanding of approximately 184 million Shares +7.56% AH. More on Astera Labs Astera Labs: The Story Just Re-Entered The Bubble Phase (Rating Downgrade) Astera Labs Still Wins In Rack Scale, And I Am Still Buying Astera's Next Phase Begins Now Bloom Energy is the best performing large cap stock in April Astera Labs Q1 2026 Earnings Preview
Wolfspeed, Inc. press release ( WOLF ): Q3 GAAP EPS of -$3.05 misses by $39.47 . Revenue of $150M (-19.1% Y/Y) in-line. The Company expects to generate revenue between $140 million and $160 million for its fiscal fourth quarter. Shares -13% . More on Wolfspeed, Inc. Wolfspeed: Still Not Convinced After The Bankruptcy (Earnings Preview) Wolfspeed: Persistent Operational Challenges Offset By Massive...
Wolfspeed, Inc. press release ( WOLF ): Q3 GAAP EPS of -$3.05 misses by $39.47 . Revenue of $150M (-19.1% Y/Y) in-line. The Company expects to generate revenue between $140 million and $160 million for its fiscal fourth quarter. Shares -13% . More on Wolfspeed, Inc. Wolfspeed: Still Not Convinced After The Bankruptcy (Earnings Preview) Wolfspeed: Persistent Operational Challenges Offset By Massive Tax Refund - Hold Wolfspeed, Inc. 2026 Q2 - Results - Earnings Call Presentation Wolfspeed appoints legal head and communications executive Wolfspeed closes on refinancing strategy; reduces senior note balance by $475M
The World Health Organization said on Tuesday that it suspects some rare human-to-human transmission of the deadly hantavirus took place between very close contacts on board a luxury cruise ship hit by seven confirmed or suspected cases. Human-to-human transmission is not common, and the UN health agency reiterated that the risk to the wider public was low from a disease typically spread from cont...
The World Health Organization said on Tuesday that it suspects some rare human-to-human transmission of the deadly hantavirus took place between very close contacts on board a luxury cruise ship hit by seven confirmed or suspected cases. Human-to-human transmission is not common, and the UN health agency reiterated that the risk to the wider public was low from a disease typically spread from contact with infected rodents. A Dutch couple and a German national have died, while a British national...
champc U.S. equities advanced Tuesday as investor confidence firmed following Washington’s confirmation that the ceasefire between the United States and Iran remains intact, tempering concerns over a broader geopolitical escalation. The rally reflected a market increasingly willing to look past near-term uncertainty. The Dow Jones Industrial Average ( DJI ) rose 0.7%, while the S&P 500 ( SP500 ) g...
champc U.S. equities advanced Tuesday as investor confidence firmed following Washington’s confirmation that the ceasefire between the United States and Iran remains intact, tempering concerns over a broader geopolitical escalation. The rally reflected a market increasingly willing to look past near-term uncertainty. The Dow Jones Industrial Average ( DJI ) rose 0.7%, while the S&P 500 ( SP500 ) gained 0.8%. The Nasdaq Composite ( COMP:IND ) outperformed, climbing 1% as technology shares led the advance. “Markets reflect the economic and geopolitical landscapes,” said Seeking Alpha analyst Andrew Hecht , emphasizing that both remain “highly volatile in early May 2026.” Despite that backdrop, Hecht pointed to the CBOE Volatility Index ( VIX ) holding below 18, noting it “suggests market participants are positive about the future despite the many issues facing markets.” Expanding on sentiment dynamics, Hecht invoked insights from James Surowiecki, whose work argues that collective judgment often surpasses individual decision-making. “As the stock market’s leading sentiment indicator, the VIX is signaling calm seas ahead,” Hecht said, while cautioning that “time will tell whether the crowd…is correct.” For now, subdued volatility and easing geopolitical fears are reinforcing a cautiously optimistic tone across Wall Street. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Samsung joins the $1 trillion club as Apple chip talks spark rally Chip stocks post best 25-day stretch since 2000, and these 10 names are standing out ETF inflows surge: U.S. funds pull in $174B in April as equity demand accelerates Elon Musk vs. OpenAI case: Prediction markets turn bearish on Musk S&P 500: No Rest, Rotations Will Carry It Higher (Technical Analysis)
Earnings Call Insights: Huntington Ingalls Industries (HII) Q1 2026 Management View “We reported first quarter sales of $3.1 billion and diluted earnings per share of $3.79.” (President, CEO & Director Christopher Kastner) “We continue to expect to achieve our goal of approximately 15% throughput improvement for the full year in 2026.” (President, CEO & Director Kastner) “First quarter contract aw...
Earnings Call Insights: Huntington Ingalls Industries (HII) Q1 2026 Management View “We reported first quarter sales of $3.1 billion and diluted earnings per share of $3.79.” (President, CEO & Director Christopher Kastner) “We continue to expect to achieve our goal of approximately 15% throughput improvement for the full year in 2026.” (President, CEO & Director Kastner) “First quarter contract awards were $4 billion.” (President, CEO & Director Kastner) “Moving to Mission Technologies, we had another quarter of strong sales of $748 million.” (President, CEO & Director Kastner) “We also secured a new $500 million contract to expand our cyber defense and data mesh solutions for the Department of War.” (President, CEO & Director Kastner) “We hired over 1,600 shipbuilders in the first quarter.” (President, CEO & Director Kastner) “Leveraging our distributed shipbuilding strategy, we are on track to grow our outsourcing hours year-over-year by 30%.” (President, CEO & Director Kastner) “In 2026, our plan is to double Charleston throughput, including structural fabrication and more fully outfitted units that are ready for integration when they arrive at Newport News.” (Executive VP & President of Newport News Shipbuilding Kari Wilkinson) “Cash used in operations was $390 million in the quarter.” (Executive VP & CFO Thomas Stiehle) Outlook “We are reaffirming all of the guidance elements that we provided on our last quarter's call for both 2026 and our medium-term outlook.” (Executive VP & CFO Stiehle) “We expect shipbuilding revenue of approximately $2.4 billion and shipbuilding operating margins between 5.7% and 6%.” (Executive VP & CFO Stiehle) “For Mission Technologies, we expect revenue of approximately $750 million and operating margin of approximately 4%, inclusive of the strategic investments that we expect to make in our unmanned capability and production capacity.” (Executive VP & CFO Stiehle) “We expect free cash flow in the second quarter to be between negative...
Match Group Inc. reported first-quarter revenue that beat analysts’ estimates as a decline in Tinder users moderated, suggesting its turnaround strategy is resonating with younger daters. Revenue was $864 million, up 4% from the same period last year, the company said Tuesday. It cited growing momentum from Tinder’s ongoing product enhancements. Wall Street was looking for $855 million. Total seco...
Match Group Inc. reported first-quarter revenue that beat analysts’ estimates as a decline in Tinder users moderated, suggesting its turnaround strategy is resonating with younger daters. Revenue was $864 million, up 4% from the same period last year, the company said Tuesday. It cited growing momentum from Tinder’s ongoing product enhancements. Wall Street was looking for $855 million. Total second-quarter revenue is expected to come in between $850 million and $860 million, the company said, marking a decline by as much as 2% from a year earlier. Wall Street was looking for around $857 million. Adjusted earnings before interest, taxes, depreciation and amortization will be $325 million to $330 million for the quarter. The shares rose less than 1% in extended trading. They have gained 18% this year, compared with a 5% gain in the S&P 500. Tinder monthly active users fell 7% in March, an improvement from the 10% drop a year ago. It marks the slowest decline in two and a half years. New user registrations grew for the first time since 2024, albeit by only 1%. The company also said user retention among Gen Z women in the US increased. Revenue for Tinder during the first quarter was $454.7, up 2% year-over-year. Wall Street estimates Tinder to generate roughly $1.8 billion in revenue this fiscal year. The company said the registration growth signals interest in its new features , such as Astrology Mode – which lets users add their birth details to their profile and view deeper insights into how they might align with a potential match — and face verification to reduce interactions with bad actors. “What is driving the results is a combination of things: More features are resonating and the marketing works in concert with that,” Chief Executive Officer Spencer Rascoff said in an interview. “People for a decade have thought of Tinder one way, but now we are changing that perception as the fun way to safely meet new people.” Rascoff took the top job early last year after t...
Small cap investors saw huge gains in April, and Bank of America strategists see more upside coming. The Russell 2000 jumped more than 12% last month, its best monthly performance since November 2020. It even outperformed the large cap S & P 500 , which saw an advance of 10.4% in April. "Small caps have outperformed [year to date] and we expect them to continue to lead, driven by an EPS/manufactur...
Small cap investors saw huge gains in April, and Bank of America strategists see more upside coming. The Russell 2000 jumped more than 12% last month, its best monthly performance since November 2020. It even outperformed the large cap S & P 500 , which saw an advance of 10.4% in April. "Small caps have outperformed [year to date] and we expect them to continue to lead, driven by an EPS/manufacturing recovery," wrote Bank of America analysts led by equity and quantitative strategist Jill Carey Hall in a Thursday report. Investors don't have to stick with the small cap benchmark to capture those potential gains, however. "We continue to see opportunities for active management but also in owning key themes in small caps," the strategists added. The bank called out a few exchange traded funds that go beyond the Russell 2000's constituents – and that are in in specific industries that may juice returns. Enhancing returns Hall's team highlighted the iShares US Small-Cap Equity Factor ETF (SMLF) as one way to play the theme. More than 8 out of 10 of the companies in the fund are profitable, compared to only about two-thirds of the Russell 2000, the bank found. The SMLF has five stars and a gold rating from Morningstar. The fund is up more than 11% this year and has an expense ratio of 0.15%. Stocks in the fund include nVent Electric , an artificial intelligence infrastructure play that's up more than 65% in 2026, and Apple supplier Jabil , up 48% this year. The strategists also called out the Janus Henderson Small Cap Growth Alpha ETF (JSML) for investors who want to play companies where analysts are quickly raising their earnings estimates. "Estimate revisions have been an 'all-weather' factor," Hall's team wrote. The fund has the highest earnings revisions ratio of small-cap ETFs in Bank of America's research coverage, the strategists added. JSML is up almost 14% this year, and has an expense ratio of 0.30%. Holdings in the portfolio include Bloom Energy , a data center...
Exelixis press release ( EXEL ): Q1 Non-GAAP EPS of $0.87 beats by $0.11 . Revenue of $610.8M (+10.0% Y/Y) beats by $5.93M . 2026 Financial Guidance Exelixis is maintaining the previously provided financial guidance for fiscal year 2026. Net product and total revenues guidance do not currently reflect any revenues resulting from a potential U.S. regulatory approval and commercial launch of zanzali...
Exelixis press release ( EXEL ): Q1 Non-GAAP EPS of $0.87 beats by $0.11 . Revenue of $610.8M (+10.0% Y/Y) beats by $5.93M . 2026 Financial Guidance Exelixis is maintaining the previously provided financial guidance for fiscal year 2026. Net product and total revenues guidance do not currently reflect any revenues resulting from a potential U.S. regulatory approval and commercial launch of zanzalintinib for the treatment of patients with previously treated metastatic colorectal cancer ( CRC ). The U.S. Food and Drug Administration (FDA) is currently reviewing Exelixis' New Drug Application (NDA) for this proposed indication, when used in combination with atezolizumab (Tecentriq ® ). Total revenues $2.525 billion - $2.625 billion vs consensus of $2.58B Net product revenues $2.325 billion - $2.425 billion (1) Cost of goods sold, % of net product revenues 3.5% - 4.5% Research and development expenses $875 million - $925 million (2) Selling, general and administrative expenses $575 million - $625 million (3) Effective tax rate 21% - 23% Click to enlarge More on Exelixis Exelixis: The Double Backbone Potential Of CABOMETYX And Zanzalintinib Exelixis: Stable Demand And High Margins With Undervalued Shares Exelixis, Inc. (EXEL) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Exelixis Q1 2026 Earnings Preview Trump imposes tariffs on drugmakers who haven't signed MFN deals
Tempus AI press release ( TEM ): Q1 Non-GAAP EPS of -$0.13 beats by $0.07 . Revenue of $348.11M (+36.1% Y/Y) beats by $2.67M . Diagnostics revenue of $261.1 million, representing 34.7% growth year-over-year, driven by Oncology volume growth of 28% MRD volume was ~6,500 tests in Q1 2026, up ~500% year-over-year Data and Applications revenue of $87.0 million, representing 40.5% year-over-year growth...
Tempus AI press release ( TEM ): Q1 Non-GAAP EPS of -$0.13 beats by $0.07 . Revenue of $348.11M (+36.1% Y/Y) beats by $2.67M . Diagnostics revenue of $261.1 million, representing 34.7% growth year-over-year, driven by Oncology volume growth of 28% MRD volume was ~6,500 tests in Q1 2026, up ~500% year-over-year Data and Applications revenue of $87.0 million, representing 40.5% year-over-year growth, with Insights (data licensing and modeling) growing 44.1% Increasing revenue guidance to $1.59 to $1.60 billion vs $1.59B consensus for 2026 and expect full year 2026 Adjusted EBITDA of approximately $65 million Shares -5% . More on Tempus AI Tempus AI, Inc. (TEM) Presents at 25th Annual Needham Virtual Healthcare Conference Transcript Tempus AI: A Dual-Engine AI Model Tempus AI: 450-Petabyte Moat, High-Growth Upside At A Discount Tempus AI Q1 2026 Earnings Preview Healthcare quant check: RLAY and TNGX lead Seeking Alpha’s top picks ahead of Q1 earnings
Earnings Call Insights: Onity Group (ONIT) Q1 2026 Management view "In the first quarter, we delivered double-digit year-over-year growth in adjusted revenue, origination volume, subservicing additions, and total servicing UPB" and "first quarter results were impacted by heightened interest rate and financial market volatility, higher-than-expected refinancing activity, and increased FHA late-stag...
Earnings Call Insights: Onity Group (ONIT) Q1 2026 Management view "In the first quarter, we delivered double-digit year-over-year growth in adjusted revenue, origination volume, subservicing additions, and total servicing UPB" and "first quarter results were impacted by heightened interest rate and financial market volatility, higher-than-expected refinancing activity, and increased FHA late-stage delinquencies driven by recent changes to the FHA loan modification rules" (CEO, President & Chair of the Board Glen Messina). "As a result of discussions with Ginnie Mae, we've revised our recent proposed strategic partnership with Finance of America Reverse and resubmitted the transaction for approval" and "considering ongoing market volatility due to geopolitical events, we are revising our full year 2026 adjusted ROE guidance to 10% to 15%" (CEO Messina). "Net income attributable to common shareholders for the first quarter was $7 million, or $0.74 per share diluted" and "our adjusted pretax loss of $6 million" reflected that "origination income only partially offset higher MSR runoff" (CEO Messina). "Revenue was up 26%" and "sequential quarter revenue growth was flat due to seasonal Q1 decline in float income, which was $8 million lower quarter-over-quarter" (Executive VP & CFO Sean O'Neil). "In the revised transaction, we'll be selling approximately 57% of our owned reverse servicing portfolio to Finance of America, representing approximately 77% of our reverse MSR investment" and "we expect between $70 million to $80 million in proceeds" (CEO Messina). Outlook "We are widening our adjusted ROE range from 13% to 15% to 10% to 15%" and "our updated guidance on adjusted ROE is not dependent on the Finance of America transaction closing" (CFO O'Neil). "We believe we're on track to achieve our first half subservicing additions target of $28 billion and achieve over $50 billion for the full year" (CEO Messina). "The other areas we provided guidance on are unchanged" and ...
Navitas Semiconductor press release ( NVTS ): Q1 GAAP EPS of -$0.15 misses by $0.05 . Revenue of $8.59M (-38.7% Y/Y) beats by $0.41M . Second quarter 2026 net revenues are expected to increase to $10.0 million vs $8.93M consensus, plus or minus $0.5 million, which at the midpoint represents over 16% sequential growth. Non-GAAP gross margin is expected to be 39.25%, plus or minus 75 basis points, w...
Navitas Semiconductor press release ( NVTS ): Q1 GAAP EPS of -$0.15 misses by $0.05 . Revenue of $8.59M (-38.7% Y/Y) beats by $0.41M . Second quarter 2026 net revenues are expected to increase to $10.0 million vs $8.93M consensus, plus or minus $0.5 million, which at the midpoint represents over 16% sequential growth. Non-GAAP gross margin is expected to be 39.25%, plus or minus 75 basis points, which at midpoint represents 25 basis point increase, and non-GAAP operating expenses are expected to be approximately flat sequentially in a range between $14.5 and $15.5 million. Shares -1.5% . More on Navitas Semiconductor Navitas: The Power Bottleneck Bet Inside The AI Infrastructure Buildout Navitas Is One Misstep Away From A Sharp Re-Rating Navitas: A Tech Visionary Trapped In Valuation Extremes Navitas Semiconductor Q1 2026 Earnings Preview Morgan Stanley ups targets on several semiconductor stocks as market strengthens