Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Watershed moment: Amazon ( AMZN ) is challenging FedEx ( FDX ) and UPS ( UPS ) in the logistics and shipping industry . It's official : UnitedHealthcare ( UNH ) is eliminating prior authorization requirements for 3...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Watershed moment: Amazon ( AMZN ) is challenging FedEx ( FDX ) and UPS ( UPS ) in the logistics and shipping industry . It's official : UnitedHealthcare ( UNH ) is eliminating prior authorization requirements for 30% of healthcare services. Losing momentum: The precious metals rally is fading and Citi sees continued near-term pressure . Certified and approved There's turmoil in the Gulf again amid clashes in the Strait of Hormuz. Following the announcement of Project Freedom by the U.S. to reopen trade flows, Iran vowed there will be "no military solution" to restore shipping through the critical waterway, calling the new operation "Project Deadlock." Accounts have since differed on what has since transpired in the Strait, but the Islamic Republic later bombarded American regional ally UAE with ballistic missiles and drones over the apparent presence of U.S. naval escorts. Snapshot: The strikes hit the UAE's key Fujairah Oil Industry Zone , which acts as a strategic bypass to Hormuz via the Abu Dhabi Crude Oil Pipeline. The messaging here was that even if the U.S. Navy secures the strait, Iran can still paralyze the region's oil economy by striking external pipelines and hubs. The UAE's economy is highly dependent on its perception of being a "safe haven trade hub," with the country currently in pivotal talks with the U.S. for a currency swap line. "It's under discussion," UAE Minister of Foreign Trade Thani Al Zeyoudi declared at an event in Abu Dhabi. "It is an elite matter. It is not about bailing out." In fact, many Gulf allies have requested swap lines , according to previous statements from U.S. Treasury Secretary Scott Bessent, but confusion continues to swirl about their purpose in the current conflict and their expanding use on the world stage. Bessent also arranged a swap l...
A prominent hedge fund manager took advantage of a bank’s “wholesale collective failure” to prevent illicit trading, making HK$1.7 million (US$217,012) in a single day by using confidential information to sell shares in a Hong Kong fashion house nine years ago, prosecutors alleged on Tuesday. British-born investor Simon Sadler is on trial at the District Court alongside the now-defunct Segantii Ca...
A prominent hedge fund manager took advantage of a bank’s “wholesale collective failure” to prevent illicit trading, making HK$1.7 million (US$217,012) in a single day by using confidential information to sell shares in a Hong Kong fashion house nine years ago, prosecutors alleged on Tuesday. British-born investor Simon Sadler is on trial at the District Court alongside the now-defunct Segantii Capital Management and former employee Daniel Anthony La Rocca Jnr over alleged insider dealing in the...
TransDigm Group press release ( TDG ): Q2 Non-GAAP EPS of $9.85 beats by $0.41 . Revenue of $2.54B (+18.1% Y/Y) beats by $70M . TransDigm now expects fiscal 2026 financial guidance to be as follows: Net sales are anticipated to be in the range of $10,300 million to $10,420 million (vs. consensus of $10.1B) compared with $8,831 million in fiscal 2025, an increase of 17.3% at the midpoint (an increa...
TransDigm Group press release ( TDG ): Q2 Non-GAAP EPS of $9.85 beats by $0.41 . Revenue of $2.54B (+18.1% Y/Y) beats by $70M . TransDigm now expects fiscal 2026 financial guidance to be as follows: Net sales are anticipated to be in the range of $10,300 million to $10,420 million (vs. consensus of $10.1B) compared with $8,831 million in fiscal 2025, an increase of 17.3% at the midpoint (an increase of $420 million at the midpoint from prior guidance); Earnings per share is expected to be in the range of $33.91 to $35.29 per share based upon weighted average shares outstanding of 58.0 million shares, compared with $32.08 per share in fiscal 2025, which is an increase of 7.9% at the midpoint (an increase of $1.17 per share at the midpoint from prior guidance); Adjusted earnings per share is expected to be in the range of $38.83 to $40.21 per share (vs. consensus of $ 39.10) compared with $37.33 per share in fiscal 2025. More on TransDigm Group TransDigm: Commercial Exposure Drives Sell-Off, But Valuation Now Attractive TransDigm: Cruising A Bit Lower Here, Remain Cautious TransDigm Group Incorporated 2026 Q1 - Results - Earnings Call Presentation TransDigm Group Q2 2026 Earnings Preview Pentagon details Trump’s $1.5T defense plan; focus on missiles, drones, ships
Huntington Ingalls press release ( HII ): Q1 GAAP EPS of $3.79 beats by $0.08 . Revenue of $3.1B (+14.8% Y/Y) beats by $80M . Company reaffirms previously issued FY26 financial guidance Shares -3% PM. More on Huntington Ingalls Huntington Ingalls: Positioned For The Largest Naval Buildout In Decades Huntington Ingalls Industries: High Customer Demand, But Valuation Is High Huntington Ingalls: The ...
Huntington Ingalls press release ( HII ): Q1 GAAP EPS of $3.79 beats by $0.08 . Revenue of $3.1B (+14.8% Y/Y) beats by $80M . Company reaffirms previously issued FY26 financial guidance Shares -3% PM. More on Huntington Ingalls Huntington Ingalls: Positioned For The Largest Naval Buildout In Decades Huntington Ingalls Industries: High Customer Demand, But Valuation Is High Huntington Ingalls: The Trump Era And Strategic Need For Domestic Shipbuilding Capacity Huntington Ingalls Q1 2026 Earnings Preview Huntington Ingalls wins $282.9M contract for Navy frigate support work
Donnelley Financial Solutions press release ( DFIN ): Q1 Non-GAAP EPS of $1.45 beats by $0.10 . Revenue of $205.5M (+2.2% Y/Y) beats by $0.7M . Adjusted EBITDA of $70.6 million, up $2.4 million, or 3.5%, from the first quarter of 2025; Adjusted EBITDA margin of 34.4%, up approximately 50 basis points from the first quarter of 2025. Operating Cash Flow improvement of $32.1 million and Free Cash Flo...
Donnelley Financial Solutions press release ( DFIN ): Q1 Non-GAAP EPS of $1.45 beats by $0.10 . Revenue of $205.5M (+2.2% Y/Y) beats by $0.7M . Adjusted EBITDA of $70.6 million, up $2.4 million, or 3.5%, from the first quarter of 2025; Adjusted EBITDA margin of 34.4%, up approximately 50 basis points from the first quarter of 2025. Operating Cash Flow improvement of $32.1 million and Free Cash Flow improvement of $35.0 million from the first quarter of 2025. Gross leverage of 0.9x and net leverage of 0.8x as of March 31, 2026. Guidance The Company provides the following guidance for the second quarter of 2026. Second-Quarter Guidance Total Net Sales $215 million to $225 million vs. $227.57M consensus Adjusted EBITDA margin 34% to 36% Capital markets transactional net sales $40 million to $45 million Click to enlarge More on Donnelley Financial Solutions Donnelley Financial Solutions: Positive Update, But Remaining Cautious (Rating Upgrade) Donnelley Financial Solutions, Inc. (DFIN) Q4 2025 Earnings Call Transcript Donnelley Financial Solutions, Inc. 2025 Q4 - Results - Earnings Call Presentation Donnelley Financial Solutions Q1 2026 Earnings Preview Donnelley Financial expects 80% of 2026 revenue to be recurring amid software growth and AI investments
* Pfizer updated its commercial structure in Q1 2026 by moving certain off-patent branded products, generic sterile injectables, and biosimilars from its Specialty Care and Oncology portfolios into a new Hospital and Biosimilars portfolio within the Biopharma segment. More on Pfizer Pfizer: Why You Should Double Down Into Q1 Pfizer Could Surprise Again This Earnings Season (Preview) Pfizer: Painfu...
* Pfizer updated its commercial structure in Q1 2026 by moving certain off-patent branded products, generic sterile injectables, and biosimilars from its Specialty Care and Oncology portfolios into a new Hospital and Biosimilars portfolio within the Biopharma segment. More on Pfizer Pfizer: Why You Should Double Down Into Q1 Pfizer Could Surprise Again This Earnings Season (Preview) Pfizer: Painful Recovery Underway Pfizer tops Q1 estimates, maintains guidance Pfizer beats Q1 street views
(RTTNews) - Italian luxury sports carmaker Ferrari N.V. (RACE) reported Tuesday that its net profit for the first quarter increased to 413 million euros or 2.33 euros per share from 412 million euros or 2.30 euros per share in the prior-year quarter.
(RTTNews) - Italian luxury sports carmaker Ferrari N.V. (RACE) reported Tuesday that its net profit for the first quarter increased to 413 million euros or 2.33 euros per share from 412 million euros or 2.30 euros per share in the prior-year quarter.
Viridian Therapeutics press release ( VRDN ): Q1 GAAP EPS of -$0.90 beats by $0.19 . Revenue of $0.14M (+100.0% Y/Y) beats by $0.11M . More on Viridian Therapeutics Viridian Therapeutics: Why Elegrobart Phase 3 Results Fail To Challenge Amgen Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy Viridian Therapeutics, Inc. (VRDN) Discusses Positive Topline Results from Ele...
Viridian Therapeutics press release ( VRDN ): Q1 GAAP EPS of -$0.90 beats by $0.19 . Revenue of $0.14M (+100.0% Y/Y) beats by $0.11M . More on Viridian Therapeutics Viridian Therapeutics: Why Elegrobart Phase 3 Results Fail To Challenge Amgen Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy Viridian Therapeutics, Inc. (VRDN) Discusses Positive Topline Results from Elegrobart REVEAL-1 Phase III Trial in Active Thyroid Eye Disease - Slideshow Stocks to watch on Monday after market: VRDN, BSX, MTB, AL Viridian plunges on topline late-stage results for elegrobart for thyroid eye disease
Palladyne AI press release ( PDYN ): Q1 Non-GAAP EPS of -$0.23 misses by $0.06 . Revenue of $3.5M (+105.9% Y/Y) misses by $1.43M . Backlog of approximately $17 million as of March 31, 2026, net of revenue recognized, reflects approximately $7 million in new contract awards during the quarter Reiterates full-year 2026 revenue guidance of $24 million to $27 million (357% - 415% growth); expects sequ...
Palladyne AI press release ( PDYN ): Q1 Non-GAAP EPS of -$0.23 misses by $0.06 . Revenue of $3.5M (+105.9% Y/Y) misses by $1.43M . Backlog of approximately $17 million as of March 31, 2026, net of revenue recognized, reflects approximately $7 million in new contract awards during the quarter Reiterates full-year 2026 revenue guidance of $24 million to $27 million (357% - 415% growth); expects sequential revenue growth each quarter with ramp accelerating in the second half of the year More on Palladyne AI Long-Term Bullish On Palladyne's AI Vertically Integrated Defense Platform Palladyne AI Jumps On Earnings - The Market Has Catching Up To Do Palladyne AI Corp. (PDYN) Q4 2025 Earnings Call Transcript Palladyne AI Q1 2026 Earnings Preview Palladyne AI jumps 12% as unit secures U.S. Navy contract
Marriott Vacations press release ( VAC ): Q1 Non-GAAP EPS of $1.24 misses by $0.47 . Revenue of $1.26B (+5.0% Y/Y) beats by $60M . Contract sales were $411 million in the quarter, a 2% decline compared to the prior year. FY26 revenue consensus of $5.10B, EPS consensus of $7.57. The Company provides full year 2026 guidance as reflected in the chart below. (in millions, except per share amounts) 202...
Marriott Vacations press release ( VAC ): Q1 Non-GAAP EPS of $1.24 misses by $0.47 . Revenue of $1.26B (+5.0% Y/Y) beats by $60M . Contract sales were $411 million in the quarter, a 2% decline compared to the prior year. FY26 revenue consensus of $5.10B, EPS consensus of $7.57. The Company provides full year 2026 guidance as reflected in the chart below. (in millions, except per share amounts) 2026 Guidance Previous 2026 Guidance Contract sales $1,815 to $1,885 $1,745 to $1,815 Adjusted EBITDA* $755 to $780 $755 to $780 Adjusted net income attributable to common stockholders* $255 to $285 $255 to $285 Adjusted earnings per share - diluted* $7.05 to $7.80 $7.05 to $7.80 Adjusted free cash flow* $375 to $425 $375 to $425 Click to enlarge Shares -3.9% PM. More on Marriott Vacations Marriott Vacations: Still Keeping My Distance Marriott Vacations Worldwide Corporation 2025 Q4 - Results - Earnings Call Presentation Marriott Vacations Worldwide Corporation (VAC) Q4 2025 Earnings Call Transcript Marriott Vacations Q1 2026 Earnings Preview Marriott Vacations Worldwide earns upgrade as new CEO restores sales force -- Mizuho
In recent trading, shares of Theravance Biopharma, Inc. (Symbol: TBPH) have crossed above the average analyst 12-month target price of $16.83, changing hands for $16.91/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgr
In recent trading, shares of Theravance Biopharma, Inc. (Symbol: TBPH) have crossed above the average analyst 12-month target price of $16.83, changing hands for $16.91/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgr
helen89/iStock Editorial via Getty Images Seeking Alpha Time flies when we're having fun, doesn't it? It seems like only yesterday I flagged you up about another 'Pizookie Dip' for BJ's Restaurants ( BJRI ). And this California-based chain continues to sit in highs of $30s, offering us double-digit upside and at least mid-single-digit buybacks. Okay. It could have gone unnoticed, couldn't it? Many...
helen89/iStock Editorial via Getty Images Seeking Alpha Time flies when we're having fun, doesn't it? It seems like only yesterday I flagged you up about another 'Pizookie Dip' for BJ's Restaurants ( BJRI ). And this California-based chain continues to sit in highs of $30s, offering us double-digit upside and at least mid-single-digit buybacks. Okay. It could have gone unnoticed, couldn't it? Many stocks (especially consumer-related ones) are still suffering because of the sudden increase in oil prices. Prices rise, people start tightening their belts, and when that happens, eating out is one of the first things to get cut. But there's something else here that people aren't paying enough attention to. Wall Street's been getting a bit more cautious in Q1 FY 2026. Over the past 90 days, there have been five downward EPS revisions and just one upward tweak. Back in March, the consensus had it at 'Buy' (right there with me). Now it’s drifted to 'Hold'. Seeking Alpha But to be completely honest, I don’t regret slapping a 'Buy' on those dips one bit. Since I made the call back in August, three of them have played out well—and that October dip ended up beating the S&P by nearly 3x. Could something catch us off guard here? Keep in mind, I'm still looking at a few tailwinds for FY 2026: Same-store sales should remain in positive territory (as the guidance estimated at ~1 to 3% year-over-year) thanks to the Pizookie Meal Deal holding things together. The revamped pizza platform is bringing in a bit of extra traffic and likely nudging up the average check too (helped along by those $19.99 Monday Brewhouse Specials). BJ's will likely achieve higher restaurant-level margins year-round as they don't have a meat-centric menu. COGS should help push EBITDA margins to somewhere between ~9.6% and 10.3% (well above the 5-year average of 6.3%). Overall, the big mistake people make when analyzing this chain is to consider it a high-growth player now and exaggerate the multiples. I told y...
In recent trading, shares of Synaptics Inc (Symbol: SYNA) have crossed above the average analyst 12-month target price of $100.36, changing hands for $100.80/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu
In recent trading, shares of Synaptics Inc (Symbol: SYNA) have crossed above the average analyst 12-month target price of $100.36, changing hands for $100.80/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu
In recent trading, shares of Enerflex Ltd. (Symbol: EFXT) have crossed above the average analyst 12-month target price of $27.39, changing hands for $27.43/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
In recent trading, shares of Enerflex Ltd. (Symbol: EFXT) have crossed above the average analyst 12-month target price of $27.39, changing hands for $27.43/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
In recent trading, shares of Kayne Anderson BDC Inc (Symbol: KBDC) have crossed above the average analyst 12-month target price of $15.10, changing hands for $15.18/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade
In recent trading, shares of Kayne Anderson BDC Inc (Symbol: KBDC) have crossed above the average analyst 12-month target price of $15.10, changing hands for $15.18/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade