Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up a massive 717% in the past year and up 151% in the past six months alone. As of this writing, the stock has surged over 15% in ... The Best-Performing AI Stock Nobody Is Talking About Has Outrun Nvidia by a Mile
Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up a massive 717% in the past year and up 151% in the past six months alone. As of this writing, the stock has surged over 15% in ... The Best-Performing AI Stock Nobody Is Talking About Has Outrun Nvidia by a Mile
franckreporter/iStock via Getty Images Mid-cap stocks delivered some of the market's most dramatic one-month gains, with semiconductors and pharmaceuticals leading a broad-based surge that saw multiple names more than double in price. Seeking Alpha's Quant Rating system flagged several of these movers early, with Strong Buy scores clustering near the top of the list, underscoring how momentum and ...
franckreporter/iStock via Getty Images Mid-cap stocks delivered some of the market's most dramatic one-month gains, with semiconductors and pharmaceuticals leading a broad-based surge that saw multiple names more than double in price. Seeking Alpha's Quant Rating system flagged several of these movers early, with Strong Buy scores clustering near the top of the list, underscoring how momentum and earnings catalysts can rapidly realign quant signals with price action. Below is a list of the top 10 performing mid-cap stocks over the past month. The list includes companies from sectors such as semiconductors, pharmaceuticals, electronic components, and application software. The list is topped by MaxLinear, Inc. ( MXL ), which posted an extraordinary one-month gain of 334.48% and carries a Strong Buy Quant Rating of 4.99. Organon & Co. ( OGN ) and Lightwave Logic, Inc. ( LWLG ) follow with gains of 108.49% and 106.14%, respectively, while AXT, Inc. ( AXTI ) and Aehr Test Systems, Inc. ( AEHR ) round out the top five. The list features significant representation from the semiconductor industry, with Navitas Semiconductor ( NVTS ) earning a Strong Buy rating of 4.95 and posting a one-month gain of 80.91%. Other notable performers include Global Business Travel Group, Inc. ( GBTG ) from the travel sector, Vishay Intertechnology, Inc. ( VSH ) in electronic components, Veradermics, Incorporated ( MANE ) in pharmaceuticals, and Hut 8 Corp. ( HUT ) in application software. Here is the list: MaxLinear, Inc. ( MXL ), 1 month performance percentage: 334.48% Organon & Co. ( OGN ), 1 month performance percentage: 108.49% Lightwave Logic, Inc. ( LWLG ), 1 month performance percentage: 106.14% AXT, Inc. ( AXTI ), 1 month performance percentage: 100.61% Aehr Test Systems, Inc. ( AEHR ), 1 month performance percentage: 93.16% Navitas Semiconductor Corporation ( NVTS ), 1 month performance percentage: 80.91% Global Business Travel Group, Inc. ( GBTG ), 1 month performance percentage: 67...
IonQ (NYSE:IONQ) reports Q1 2026 results tomorrow after the close. After a string of contract wins, an acquisition spree, and the first $100M revenue year in public quantum history, this report could validate a rally that has lifted shares 56.14% in the last month. A Quantum Leader Pulling Away From the Pack Last quarter, IonQ ... Hold On Tight! Quantum Computing Leader IonQ Is About to Rocket Hig...
IonQ (NYSE:IONQ) reports Q1 2026 results tomorrow after the close. After a string of contract wins, an acquisition spree, and the first $100M revenue year in public quantum history, this report could validate a rally that has lifted shares 56.14% in the last month. A Quantum Leader Pulling Away From the Pack Last quarter, IonQ ... Hold On Tight! Quantum Computing Leader IonQ Is About to Rocket Higher
Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?
Investors are watching Disney (NYSE:DIS) ahead of fiscal Q2 2026 results due before the bell tomorrow, May 6. Shares are barely holding $100 at $100.69, down 10.95% YTD. This is new CEO Josh D’Amaro’s first real test. D’Amaro Inherits a Crowded To-Do List Last quarter, Disney beat with adjusted EPS of $1.63 on revenue of ... Can Disney Keep Treading Above $100 After Earnings Tomorrow?
Earnings Call Insights: DuPont de Nemours, Inc. (DD) Q1 2026 Management View “Earlier today, we reported our first quarter financial results, which exceeded our previously communicated guidance.” (CEO & Director Lori Koch) Koch said DuPont delivered “organic sales growth of 2%, 130 basis points of pro-forma margin expansion and double-digit adjusted EPS growth,” and added that “free cash flow gene...
Earnings Call Insights: DuPont de Nemours, Inc. (DD) Q1 2026 Management View “Earlier today, we reported our first quarter financial results, which exceeded our previously communicated guidance.” (CEO & Director Lori Koch) Koch said DuPont delivered “organic sales growth of 2%, 130 basis points of pro-forma margin expansion and double-digit adjusted EPS growth,” and added that “free cash flow generation and conversion were solid in the quarter.” Koch tied guidance changes and near-term commercial actions to geopolitics, saying, “As a result of our first quarter performance, along with price increases due to the Middle East conflict, we are raising our full year 2026 financial guidance.” She also announced capital return: “We also announced that we expect to launch a $275 million accelerated share repurchase under our existing program.” “Net sales of $1.7 billion were up 4% versus the year-ago period on 2% organic sales growth and a 2% benefit from currency.” (Senior VP & CFO Antonella Franzen) She said “first quarter operating EBITDA of $414 million increased 15% versus the year-ago period,” and noted “transaction-adjusted free cash flow of $147 million and related conversion of 65%.” Outlook “For the second quarter, we estimate net sales of about $1.8 billion, operating EBITDA of about $430 million and adjusted EPS of $0.59 per share.” (CFO Franzen) She said the Q2 outlook “assumes about 3% organic growth year-over-year,” with currency “a slight tailwind.” “For the full year 2026, at the midpoint, we now expect net sales of about $7.185 billion,” and “operating EBITDA at the midpoint is now expected to be about $1.745 billion.” (CFO Franzen) She raised adjusted EPS to “$2.35 to $2.40 per share,” saying the guidance “includes benefits from higher interest income due to the Aramids transaction as well as a lower tax rate, which we now expect to be in the 24% to 25% range.” Versus the prior quarter’s guidance, management increased full-year adjusted EPS from “$2.25 to...
The new world champion is the fourth consecutive first-time winner and the UK game faces a challenge to keep up with investment in Asia Perhaps of all the noise that emanated from Wu Yize’s historic victory in the World Snooker Championship final on Monday evening, it was 12 simple words from the godfather of Chinese snooker that meant the most. For the second successive year, China has a world ch...
The new world champion is the fourth consecutive first-time winner and the UK game faces a challenge to keep up with investment in Asia Perhaps of all the noise that emanated from Wu Yize’s historic victory in the World Snooker Championship final on Monday evening, it was 12 simple words from the godfather of Chinese snooker that meant the most. For the second successive year, China has a world champion in the sport the nation has taken to its heart, with Wu emulating Zhao Xintong’s win 12 months earlier after defeating Shaun Murphy in one of the great finals. But there is a fair argument none of this would be possible without Ding Junhui laying the groundwork over the last 20 years. Continue reading...
Despite all of the "happily ever after" stories that put Walt Disney (NYSE: DIS) on the map, the stock itself has languished in recent years. Shares of the media bellwether have risen nearly 10% over the past year, but that's less than half of the market's return in that time. Zoom out, and the chart only gets worse. The stock is flat over the last three years, and down a brutal 42% over the past ...
Despite all of the "happily ever after" stories that put Walt Disney (NYSE: DIS) on the map, the stock itself has languished in recent years. Shares of the media bellwether have risen nearly 10% over the past year, but that's less than half of the market's return in that time. Zoom out, and the chart only gets worse. The stock is flat over the last three years, and down a brutal 42% over the past year. It doesn't seem fair. Disney turned the early pandemic-era headwinds into tailwinds. Its theme parks are generating record revenue and profits. Its movie studio released the three highest-grossing films by U.S. studios last year. Streaming service Disney+ has been profitable for more than a year. Image source: Disney. Continue reading
Rising spending on autonomy, robotics, and energy is reshaping how investors think about Tesla (NASDAQ: TSLA) , its free cash flow, and its risk/reward profile. Watch the video below to see what this guidance could mean for the stock. *This video was published on April 24, 2026. Continue reading
Rising spending on autonomy, robotics, and energy is reshaping how investors think about Tesla (NASDAQ: TSLA) , its free cash flow, and its risk/reward profile. Watch the video below to see what this guidance could mean for the stock. *This video was published on April 24, 2026. Continue reading
Michael H/DigitalVision via Getty Images Linde ( LIN ) is the definition of a great business. With high margins and returns on capital as well as 33 consecutive years of dividend growth, the company has delivered for shareholders with double-digit EPS growth through cycles that would have pressured lesser businesses. When looking at the latest Q1'26 results from last week, it was another quarter t...
Michael H/DigitalVision via Getty Images Linde ( LIN ) is the definition of a great business. With high margins and returns on capital as well as 33 consecutive years of dividend growth, the company has delivered for shareholders with double-digit EPS growth through cycles that would have pressured lesser businesses. When looking at the latest Q1'26 results from last week, it was another quarter that reinforced all of that. But my issue isn't with Linde or its industry, but what you're paying for it. At around $495 a share and roughly 28x forward earnings on a company guiding 7% to 9% EPS growth for the full year, the sticking point is on valuation. Investor Presentation A look at Q1'26 results Linde delivered another strong quarter against what management described as "a challenging economic backdrop". Sales of $8.781 billion grew 8% year over year and surpassed sellside estimates by $180 million . Growth was driven by a 5% FX tailwind as the euro strengthened, 1% from bolt-on acquisitions, and 3% in underlying sales comprising 2% pricing and 1% volume. On the bottom line, of $4.33 grew 10% and came in slightly above the top end of guidance, beating the $4.27 consensus by 6 cents. Seeking Alpha Operating profit of $2.6 billion held at a 30% margin , improving 50bps sequentially from Q4 and return on capital came in at 23.8%. Operating cash flow was 4% higher than last year at $2.2 billion and FCF came out to $900 million after $1.3 billion in capex. During the quarter, the company returned $1.545 billion to shareholders in the quarter split between $800 million through buybacks and $745 million through dividends. With over half of FCF going directly towards shareholders, management seems to be quite shareholder friendly with cash. Investor Presentation One data point worth highlighting in the quarter was that volume growth was just 1% for the quarter. Pricing contributed 2% which I think is the more reliable lever in Linde's model since it's contractually embedded ...
LeMusique/iStock via Getty Images Investment Thesis The last time I wrote about Meta Platforms, Inc. ( META ), in October 2025, I analyzed the company’s Q3 earnings report and argued that the post-earnings slump in the stock could be attributed more to investor psychology surrounding capital expenditures, as a result of investors’ past experience with the company’s Metaverse strategy, and less to ...
LeMusique/iStock via Getty Images Investment Thesis The last time I wrote about Meta Platforms, Inc. ( META ), in October 2025, I analyzed the company’s Q3 earnings report and argued that the post-earnings slump in the stock could be attributed more to investor psychology surrounding capital expenditures, as a result of investors’ past experience with the company’s Metaverse strategy, and less to company fundamentals. I had a Buy rating on the name and my price target was $893. Since the article was published, the stock has lost 3.5%, significantly underperforming the S&P 500 ( SP500 ), which gained 6.4% during the same period. In this article, I analyze META’s Q1 earnings report and assess the rationale behind the sharp selloff, which occurred once again post the earnings release, and discuss whether it is justified, or whether it is a buying opportunity for long-term investors. As I did in my previous article, I also examine the road ahead for META investors amidst the post-earnings selloff. A Snapshot of Q1 Earnings Report META had a strong quarter, beating on both the top- and bottom-line estimates. More specifically, Q1 revenues came in at $56.31 billion , up 33% y/y and beating analyst estimates by $755.4 million. Adjusted EPS came in at $7.31, after excluding the $8.03 billion one-time non-cash benefit, up 14% y/y and beating analyst estimates by $0.49. The operating margins came in at 41%, and while they were flat y/y, investors must keep in mind that the company achieved this margin stability despite total expenses jumping 35% y/y. Finally, the company generated $12.4 billion in free cash flows, representing a strong growth of 20% y/y. The guidance was an area that investors were not happy with. More specifically, META now expects Q2 revenues to be in the range between $58 billion and $61 billion, which was largely in-line with estimates. The capex outlook for the full year, however, once again spiked, now expected to come in between $125 billion and $145 b...
Shares of Pinterest (NYSE:PINS) are riding a wave of Wall Street enthusiasm following a stronger-than-expected Q1 2026 earnings report. At least seven sell-side firms raised their price targets on May 5, with PINS stock trading up 11% intraday to $23 and change. The takeaway for prudent investors: the worst may be behind Pinterest, but firms ... Pinterest Just Got a Wall Street Pile-On: Six Firms ...
Shares of Pinterest (NYSE:PINS) are riding a wave of Wall Street enthusiasm following a stronger-than-expected Q1 2026 earnings report. At least seven sell-side firms raised their price targets on May 5, with PINS stock trading up 11% intraday to $23 and change. The takeaway for prudent investors: the worst may be behind Pinterest, but firms ... Pinterest Just Got a Wall Street Pile-On: Six Firms Hike Price Targets After Q1 Beat Crushes Estimates
The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter sales. One point is that the top 10 brands accounted for 25% of the market. The real headline should have been the extent to which Apple (NASDAQ: AAPL) controls the market. Counterpoint’s Global Handset Model Sales Tracker showed ... Apple Hammers The Competition
The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter sales. One point is that the top 10 brands accounted for 25% of the market. The real headline should have been the extent to which Apple (NASDAQ: AAPL) controls the market. Counterpoint’s Global Handset Model Sales Tracker showed ... Apple Hammers The Competition