JHVEPhoto/iStock Editorial via Getty Images By Kelvin Wong Ahead of Q1 earnings release today after the close of the US session, expectations for Advanced Micro Devices ( AMD ) remain elevated, with the stock having rallied strongly on AI-driven optimism. During the onset of the US-Iran war that erupted on February 28, 2026, the share price of AMD only shed -5% from February 27, 2026 to the March ...
JHVEPhoto/iStock Editorial via Getty Images By Kelvin Wong Ahead of Q1 earnings release today after the close of the US session, expectations for Advanced Micro Devices ( AMD ) remain elevated, with the stock having rallied strongly on AI-driven optimism. During the onset of the US-Iran war that erupted on February 28, 2026, the share price of AMD only shed -5% from February 27, 2026 to the March 9, 2026 low of 189.02 (that’s the lowest level reached for AMD so far) before it staged a magnificent rally of 92% to print a current all-time high of 362.79 on Friday, May 1, 2026. So far, AMD’s year-to-date performance as of Monday, May 4, 2026 stands at 59.5%, surpassing the “Magnificent 7” and the US benchmark stock indices: Russell 2000 (+12.7%), Nasdaq 100 (+9.5%), S&P 500 (+5.25), and Dow Jones Industrial Average (+1.8%). Second to the high-flying “National Champion” Intel ( INTC ) that soared by a whopping 159.6% (see Fig. 1). Fig. 1: Intel, AMD, Magnificent 7 and US stock indices YTD performance (%) as of May 4, 2026 (Source: MacroMicro) Forward guidance matters more than earnings beat for AMD Consensus forecasts point to robust topline growth, led by Data Centre revenues, as demand for AI accelerators continues to scale. Expectations for revenue stand at $9.8-9.9 billion (+33% y/y), and EPS is expected to come in at $1.29 (+34% y/y). However, the key focus for investors will be the degree of upside relative to already aggressive expectations, particularly in AI GPU traction and hyperscaler adoption. Like most AI stocks, AMD trades on forward expectations, not current results, which includes whether AI growth is accelerating faster than already aggressive expectations. Historically, AMD can drop even after earnings beats if guidance disappoints (risk of “sell the news” even on strong results). Medium-term technical outlook for Advanced Micro Devices (1-3 weeks) Fig. 2: Advanced Micro Devices medium-term trend as of May 4, 2026 (Source: TradingView) Trend bias: Mean...
JHVEPhoto/iStock Editorial via Getty Images By Kelvin Wong Ahead of Q1 earnings release today after the close of the US session, expectations for Advanced Micro Devices ( AMD ) remain elevated, with the stock having rallied strongly on AI-driven optimism. During the onset of the US-Iran war that erupted on February 28, 2026, the share price of AMD only shed -5% from February 27, 2026 to the March ...
JHVEPhoto/iStock Editorial via Getty Images By Kelvin Wong Ahead of Q1 earnings release today after the close of the US session, expectations for Advanced Micro Devices ( AMD ) remain elevated, with the stock having rallied strongly on AI-driven optimism. During the onset of the US-Iran war that erupted on February 28, 2026, the share price of AMD only shed -5% from February 27, 2026 to the March 9, 2026 low of 189.02 (that’s the lowest level reached for AMD so far) before it staged a magnificent rally of 92% to print a current all-time high of 362.79 on Friday, May 1, 2026. So far, AMD’s year-to-date performance as of Monday, May 4, 2026 stands at 59.5%, surpassing the “Magnificent 7” and the US benchmark stock indices: Russell 2000 (+12.7%), Nasdaq 100 (+9.5%), S&P 500 (+5.25), and Dow Jones Industrial Average (+1.8%). Second to the high-flying “National Champion” Intel ( INTC ) that soared by a whopping 159.6% (see Fig. 1). Fig. 1: Intel, AMD, Magnificent 7 and US stock indices YTD performance (%) as of May 4, 2026 (Source: MacroMicro) Forward guidance matters more than earnings beat for AMD Consensus forecasts point to robust topline growth, led by Data Centre revenues, as demand for AI accelerators continues to scale. Expectations for revenue stand at $9.8-9.9 billion (+33% y/y), and EPS is expected to come in at $1.29 (+34% y/y). However, the key focus for investors will be the degree of upside relative to already aggressive expectations, particularly in AI GPU traction and hyperscaler adoption. Like most AI stocks, AMD trades on forward expectations, not current results, which includes whether AI growth is accelerating faster than already aggressive expectations. Historically, AMD can drop even after earnings beats if guidance disappoints (risk of “sell the news” even on strong results). Medium-term technical outlook for Advanced Micro Devices (1-3 weeks) Fig. 2: Advanced Micro Devices medium-term trend as of May 4, 2026 (Source: TradingView) Trend bias: Mean...
Expro Group press release ( XPRO ): Q1 Non-GAAP EPS of $0.09 beats by $0.02 . Revenue of $367.57M (-6.0% Y/Y) beats by $5.52M . Adjusted EBITDA 1 of $63 million with an Adjusted EBITDA margin 1 of 17.1% Cash flow from operations of $25 million, or 7% of revenues Adjusted free cash flow 1 of $3 million. Liquidity at the end of the quarter stood at $517 million. For 2026, we are reaffirming our full...
Expro Group press release ( XPRO ): Q1 Non-GAAP EPS of $0.09 beats by $0.02 . Revenue of $367.57M (-6.0% Y/Y) beats by $5.52M . Adjusted EBITDA 1 of $63 million with an Adjusted EBITDA margin 1 of 17.1% Cash flow from operations of $25 million, or 7% of revenues Adjusted free cash flow 1 of $3 million. Liquidity at the end of the quarter stood at $517 million. For 2026, we are reaffirming our full year guidance : Full YearEnded December 31, (in millions) 2026 Revenue $1,600 - $1,650 vs. $1.59B consensus Adjusted EBITDA $355 - $375 Capital expenditure $110 - $120 Adjusted free cash flow $125 - $145 Click to enlarge More on Expro Group Expro Group Holdings N.V. 2025 Q4 - Results - Earnings Call Presentation Expro Group Holdings N.V. (XPRO) Q4 2025 Earnings Call Transcript Expro outlines flat 2026 revenue with margin and free cash flow growth plans amid $2.5B backlog Seeking Alpha’s Quant Rating on Expro Group Historical earnings data for Expro Group
Italian cable maker Prysmian SpA is scouting the market for a potential acquisition of about $4 billion enterprise value, Chief Executive Officer Massimo Battaini said in an interview with Bloomberg TV on Tuesday. “We now have the financial strength to resume our M&A strategy,” Battaini said, adding that Prysmian expects to announce attractive opportunities over the next 12 months. Potential targe...
Italian cable maker Prysmian SpA is scouting the market for a potential acquisition of about $4 billion enterprise value, Chief Executive Officer Massimo Battaini said in an interview with Bloomberg TV on Tuesday. “We now have the financial strength to resume our M&A strategy,” Battaini said, adding that Prysmian expects to announce attractive opportunities over the next 12 months. Potential targets could be similar in size to Encore Wire — acquired in 2024 — with an enterprise value of around €4 billion ($4.68 billion). Prysmian rose as much as 6.7% in Milan trading following the CEO’s comments. Shares are indicated up 4.51% at 12:17 p.m. local time. The company is also nearing long-term agreements with hyperscalers, expected to boost its optical cable capacity by 40% to 50% in the next couple of years, Battaini said. “Investment will be higher than $1.2 billion over the next three years, for a revenue stream of around $5 billion plus,” he said. Battaini said these opportunities will help the world’s largest cable maker be in good position to beat its 2026 guidance of adjusted Ebitda between €2.63 billion and €2.78 billion, even if largest of the impact will be seen in 2027 and 2028. On the topic of a potential dual listing, Battaini said the project had been paused due to the acquisition of US fiber optic company Channell, however he plans on reopening the discussion at the board level. There could be “loads of upside” coming from a US listing, the CEO said. Read more: Prysmian CEO Says Near Signing Deals With Large Cloud Providers
Atkore press release ( ATKR ): Q2 Non-GAAP EPS of $0.81 misses by $0.19 . Revenue of $731.4M (+4.2% Y/Y) beats by $20.47M . Maintaining 2026 full-year Adjusted EBITDA outlook of $340 to $360 million, and; full-year Adjusted net income per diluted share outlook of $5.05 to $5.55 Subsequent to quarter end, the Company divested its HDPE Pipe & Conduit business, Vergokan Galva and Coatings business in...
Atkore press release ( ATKR ): Q2 Non-GAAP EPS of $0.81 misses by $0.19 . Revenue of $731.4M (+4.2% Y/Y) beats by $20.47M . Maintaining 2026 full-year Adjusted EBITDA outlook of $340 to $360 million, and; full-year Adjusted net income per diluted share outlook of $5.05 to $5.55 Subsequent to quarter end, the Company divested its HDPE Pipe & Conduit business, Vergokan Galva and Coatings business in Belgium , and entered into settlement agreements with two putative classes in an ongoing litigation matter for $136.5 million On April 30, 2026, Atkore’s Board of Directors approved a quarterly dividend payment of $0.33 per share of common stock payable on May 29, 2026 to stockholders of record on May 19, 2026 More on Atkore Atkore Inc. (ATKR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Atkore: When The Channel, Not Demand, Drives The Outcome Atkore Inc. 2026 Q1 - Results - Earnings Call Presentation Atkore Q2 2026 Earnings Preview Atkore sells Belgium surface protection unit to ZINQ
Ecovyst press release ( ECVT ): Q1 Non-GAAP EPS of $0.11 beats by $0.06 . Revenue of $215M (+50.2% Y/Y) beats by $25.16M . The increase in sales reflects higher selling prices and higher sales volume compared to the prior year quarter. Average selling prices were higher primarily due to the pass-through effect of higher sulfur costs of approximately $33 million, higher virgin sulfuric acid pricing...
Ecovyst press release ( ECVT ): Q1 Non-GAAP EPS of $0.11 beats by $0.06 . Revenue of $215M (+50.2% Y/Y) beats by $25.16M . The increase in sales reflects higher selling prices and higher sales volume compared to the prior year quarter. Average selling prices were higher primarily due to the pass-through effect of higher sulfur costs of approximately $33 million, higher virgin sulfuric acid pricing, and favorable contract pricing for regenerated sulfuric acid. Sales volume increase was a result of the contribution of sales volume from the Waggaman location, higher virgin sulfuric acid demand, and higher regeneration services driven by less customer downtime compared to the prior year quarter. The Company's revised 2026 guidance is as follows: Sales1 of $890 million to $970 million (change from $860 million to $940 million) Adjusted EBITDA2 of approximately $180 million to $195 million (change from $175 million to $195 million) Adjusted Free Cash Flow2 of $40 million to $55 million (change from $35 million to $55 million) Capital expenditures of $80 million to $90 million Interest expense of $18 million to $22 million Depreciation & Amortization of $78 million to $82 million Effective tax rate in the mid 20% range Adjusted Net Income of $55 million to $75 million, with Adjusted Diluted Income2 per share of $0.50 to $0.65 More on Ecovyst Ecovyst Inc. (ECVT) Q4 2025 Earnings Call Transcript Ecovyst Inc. 2025 Q4 - Results - Earnings Call Presentation Ecovyst outlines $860M–$940M 2026 sales target as company strengthens balance sheet and pursues growth through mining and capital allocation Seeking Alpha’s Quant Rating on Ecovyst Historical earnings data for Ecovyst
Crypto exchange Bullish ( BLSH ) has entered into a definitive agreement to acquire Equiniti, a global transfer agent and provider of mission-critical shareholder services, from affiliates of Siris Capital in a transaction valued at $4.2B. The deal comprises $1.85B of assumed Equiniti debt and around $2.35B in Bullish stock consideration, subject to customary purchase price adjustments. Bullish st...
Crypto exchange Bullish ( BLSH ) has entered into a definitive agreement to acquire Equiniti, a global transfer agent and provider of mission-critical shareholder services, from affiliates of Siris Capital in a transaction valued at $4.2B. The deal comprises $1.85B of assumed Equiniti debt and around $2.35B in Bullish stock consideration, subject to customary purchase price adjustments. Bullish stock consideration is priced at $38.48 per share, based on Bullish’s 30-day VWAP as of close on May 4, 2026. The deal also includes a call option for Siris to acquire non-core Equiniti business lines, the financials of which have been excluded from all transaction disclosures. The combination creates the global transfer agent for tokenized securities and aims to position Bullish to lead the shift toward blockchain-native capital markets infrastructure. As the system of record for nearly 3,000 blue-chip public companies, Equiniti processes ~$500B in annual payments and supports over 20M verified shareholders. On a pro forma combined basis, the companies are expected to generate ~$1.3B in adjusted total revenue and ~$500M+ in adjusted EBITDA less Capex for 2026E. Bullish expects to realize 6-8% annual revenue growth from 2027E to 2029E and greater than $100M in annual EBITDA less Capex growth. Bullish ( BLSH ) will host a conference call and webcast to discuss this transaction at 8:30 AM ET today, May 5th. BLSH shares fell over 10% premarket. More on Bullish Why Bullish Is Positioned To Capture The Institutional Crypto Wave Bullish: Looking Like A Better Deal After Robust Growth Outlook For FY 2026 (Rating Upgrade) Bullish (BLSH) Q4 2025 Earnings Call Transcript Block sees lowest interest from short sellers in March among crypto firms with over $2B market cap Bullish sees Bitcoin, Ethereum volatility almost double in February
Fresh Del Monte Produce press release ( FDP ): Q1 GAAP EPS of $0.21 misses by $0.41 . Revenue of $1.04B (-5.5% Y/Y) beats by $10M . More on Fresh Del Monte Produce Fresh Del Monte: This Healthy Food Giant's Re-Rating Story Keeps Improving Fresh Del Monte Produce Inc. 2025 Q4 - Results - Earnings Call Presentation Fresh Del Monte Produce Inc. (FDP) Q4 2025 Earnings Call Transcript Fresh Del Monte P...
Fresh Del Monte Produce press release ( FDP ): Q1 GAAP EPS of $0.21 misses by $0.41 . Revenue of $1.04B (-5.5% Y/Y) beats by $10M . More on Fresh Del Monte Produce Fresh Del Monte: This Healthy Food Giant's Re-Rating Story Keeps Improving Fresh Del Monte Produce Inc. 2025 Q4 - Results - Earnings Call Presentation Fresh Del Monte Produce Inc. (FDP) Q4 2025 Earnings Call Transcript Fresh Del Monte Produce Q1 2026 Earnings Preview Fresh Del Monte Produce declares $0.30 dividend
Enlight Renewable Energy press release ( ENLT ): Q1 GAAP EPS of $0.16 beats by $0.09 . Revenue of $199.59M (+53.8% Y/Y) beats by $30.94M . The Company reaffirms its 2026 guidance of total revenues and income in the range of $755 million to $785 million, representing 32% growth compared to 2025, and Adjusted EBITDA in the range of $545 million to $565 million, representing 27% growth compared to 20...
Enlight Renewable Energy press release ( ENLT ): Q1 GAAP EPS of $0.16 beats by $0.09 . Revenue of $199.59M (+53.8% Y/Y) beats by $30.94M . The Company reaffirms its 2026 guidance of total revenues and income in the range of $755 million to $785 million, representing 32% growth compared to 2025, and Adjusted EBITDA in the range of $545 million to $565 million, representing 27% growth compared to 2025. Shares +5% PM. More on Enlight Renewable Energy Enlight Renewable Energy Ltd (ENLT) Q4 2025 Earnings Call Transcript Enlight Renewable Energy Ltd 2025 Q4 - Results - Earnings Call Presentation Enlight secures $304M financing for Idaho energy storage project Enlight Renewable Energy secures NIS 1.32B in private placement Seeking Alpha’s Quant Rating on Enlight Renewable Energy
Integra LifeSciences Holdings Corporation press release ( IART ): Q1 Non-GAAP EPS of $0.54 beats by $0.14 . Revenue of $391.9M (+2.4% Y/Y) beats by $10.13M . Adjusted gross margin was 64.1%, compared to 62.2% in the prior year. Adjusted EBITDA for the first quarter of 2026 was $76.2 million, or 19.4% of revenue, compared to $63.6 million, or 16.6% of revenue, in the prior year. Reaffirming 2026 fu...
Integra LifeSciences Holdings Corporation press release ( IART ): Q1 Non-GAAP EPS of $0.54 beats by $0.14 . Revenue of $391.9M (+2.4% Y/Y) beats by $10.13M . Adjusted gross margin was 64.1%, compared to 62.2% in the prior year. Adjusted EBITDA for the first quarter of 2026 was $76.2 million, or 19.4% of revenue, compared to $63.6 million, or 16.6% of revenue, in the prior year. Reaffirming 2026 full year revenue guidance of $1.662 billion to $1.702 billion vs. $1.67B consensus and updating 2026 adjusted earnings per share guidance from a range of $2.30 to $2.40 to a range of $2.40 to $2.50 vs. $2.35 consensus. For the second quarter 2026 , the company expects reported revenues in the range of $410 million to $425 million vs. $425.59M consensus , representing reported growth of (1.3%) to 2.3% and organic growth of (1.5%) to 2.1%. The Company expects adjusted EPS in a range of $0.44 to $0.52 per share vs. $0.53 consensus . More on Integra LifeSciences Holdings Corporation Integra LifeSciences Holdings Corporation (IART) Q4 2025 Earnings Call Transcript Integra LifeSciences Holdings Corporation 2025 Q4 - Results - Earnings Call Presentation Integra LifeSciences names Stuart Essig as CEO Integra LifeSciences Holdings Corporation Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Integra LifeSciences Holdings Corporation
It's started to feel as if the artificial intelligence (AI) spending cycle has entered a build-out recently. Hyperscalers -- including Amazon , Microsoft , and Meta Platforms -- have shown that they are spending more on AI infrastructure in 2026 than ever before. That money doesn't all go to Nvidia . A surprising amount of it lands in smaller, specialized companies that most retail investors don't...
It's started to feel as if the artificial intelligence (AI) spending cycle has entered a build-out recently. Hyperscalers -- including Amazon , Microsoft , and Meta Platforms -- have shown that they are spending more on AI infrastructure in 2026 than ever before. That money doesn't all go to Nvidia . A surprising amount of it lands in smaller, specialized companies that most retail investors don't know about. Two of them stand out right now as genuinely compelling, non-obvious growth opportunities . They are gaining popularity, but they have not peaked yet. Image source: Getty Images. Continue reading
Tahar Rahim and Izuka Hoyle had only just met when the crew snapped cuffs on their wrists – and made them do roly-polys. The stars of Sky drama Prisoner talk bravery, breast milk and Denzel Washington Few devices in film and television are as enduring as the “odd couple handcuffed together”. Think Hitchcock’s The 39 Steps, Sidney Poitier and Tony Curtis in The Defiant Ones, or Bob Hoskins sawing c...
Tahar Rahim and Izuka Hoyle had only just met when the crew snapped cuffs on their wrists – and made them do roly-polys. The stars of Sky drama Prisoner talk bravery, breast milk and Denzel Washington Few devices in film and television are as enduring as the “odd couple handcuffed together”. Think Hitchcock’s The 39 Steps, Sidney Poitier and Tony Curtis in The Defiant Ones, or Bob Hoskins sawing cuffs off a cartoon Roger Rabbit. It has been parodied and recycled – and yet, as Sky’s new show Prisoner makes clear, the idea of being stuck with a stranger still packs a punch. In Prisoner, the odd couple are Amber Todd, a prisoner transport officer played by rising star Izuka Hoyle (Boiling Point, Big Boys) in her first leading role, and Tibor Stone, a contract killer played by French star Tahar Rahim ( The Serpent , The Mauritanian ). It is Todd’s job to get Tibor to his high-profile court hearing at the Old Bailey. But when their convoy is ambushed, they’re forced to flee a relentless crime syndicate. The result is a propulsive six-parter with plenty of twists, turns and handcuffed fight scenes. Continue reading...
Wachiwit/iStock Editorial via Getty Images Investment Thesis Nintendo Co., Ltd. ( NTDOY ) is a buy. I believe the market is currently underestimating Nintendo's long-term franchise demand while focusing too much on short-term hardware headwinds. The company's fortress balance sheet with $14.65 billion in cash and no debt offers significant financial security, while its first-party IP-driven ecosys...
Wachiwit/iStock Editorial via Getty Images Investment Thesis Nintendo Co., Ltd. ( NTDOY ) is a buy. I believe the market is currently underestimating Nintendo's long-term franchise demand while focusing too much on short-term hardware headwinds. The company's fortress balance sheet with $14.65 billion in cash and no debt offers significant financial security, while its first-party IP-driven ecosystem gives it competitive advantages over its main competitors, Sony and Microsoft. Introduction The first time I came in contact with Nintendo's products was back in 2011, when I was 10 years old and received a Nintendo 3DS. I was immediately hooked by its beautiful game design and colorful characters. Even now, 15 years later, the company's products are still so recognizable that, regardless of age, everyone has at least heard of some of Nintendo's products. Legendary franchises like Mario, The Legend of Zelda, and Pokémon still to this day show extremely robust demand and have gathered a cult status around them, while the rest of the market is being flooded with repetitive games. I believe this to be one of Nintendo's core strengths that makes it stand out in a highly competitive sector. As mentioned, Nintendo is very liquid with $14.65 billion in cash, no debt, and, as is typical for the country, financially conservative management. Due to this liquidity, they can comfortably weather economic instability and downturns and provide shareholder returns through dividends (2.3%) and buybacks. While I believe the dividends are safe and leave room for growth at a payout ratio of 37%, there has only been one buyback purchase of 11.4 million shares for $630 million this year, without any announcements of further buybacks. I, personally, believe this buyback purchase was to stabilize the stock, due to Mitsubishi UFJ Financial Group ( MUFG ) and the Bank of Kyoto deciding to sell $1.9 billion worth of shares . So to summarize Nintendo's economics, I would call it a very liquid and ...
Advanced Micro Devices Inc. is coming off its best month in the stock market since the dot-com era, and with the chipmaker’s first-quarter earnings due after the bell, investors will get a chance to see whether its shares have gotten ahead of its fundamentals. “AMD is priced for perfection,” said David Nicholas , chief executive officer of Nicholas Wealth Management, which owns AMD shares. “Anythi...
Advanced Micro Devices Inc. is coming off its best month in the stock market since the dot-com era, and with the chipmaker’s first-quarter earnings due after the bell, investors will get a chance to see whether its shares have gotten ahead of its fundamentals. “AMD is priced for perfection,” said David Nicholas , chief executive officer of Nicholas Wealth Management, which owns AMD shares. “Anything less than perfection could mean the stock comes under pressure.” Expectations for AMD’s earnings are high, with Wall Street anticipating robust growth trends, especially in products related to artificial intelligence. But after the stock soared 74% in April, its best month since January 2001 and nearly twice the return of the Philadelphia Stock Exchange Semiconductor Index , there’s little room for error. The shares tumbled 5.3% on Monday, their biggest decline in over a month. AMD’s rally is indicative of the way investors continue to view semiconductor stocks, the epicenter of the AI infrastructure trade, as practically a sure thing. Results from megacap tech companies last week showed that spending on AI remains a high priority, with the big four — Microsoft Corp. , Alphabet Inc. , Amazon.com Inc. , and Meta Platforms Inc. — planning as much as $725 billion in capital expenditures this year. Read More: Big Tech Earnings Show Split Between AI Trade Winners and Losers The longer-term picture is just as rosy, with capex potentially rising to more than $1 trillion in 2027, Bank of America analyst Vivek Arya wrote in an April 29 note to clients. The key questions for AMD is how much of that it can capture and whether its growth trajectory justifies its stock market valuation. The shares are trading at 41 times earnings over the next 12 months, a substantial premium to their five-year average of 30. By comparison, chip giant Nvidia Corp. is far cheaper at 22 times forward earnings, despite controlling a much larger piece of AI semiconductor market. Analysts expect AMD to re...
Nebius hit an all-time high of $176.42 after announcing a $643 million acquisition of AI inference specialist Eigen AI, with Q1 2026 earnings due May 13.
Nebius hit an all-time high of $176.42 after announcing a $643 million acquisition of AI inference specialist Eigen AI, with Q1 2026 earnings due May 13.