Exceeded estimates for revenue and non-GAAP operating income Landed the two largest deals in company's history, including first $1 million-plus ARR deal
Exceeded estimates for revenue and non-GAAP operating income Landed the two largest deals in company's history, including first $1 million-plus ARR deal
Arista Networks press release ( ANET ): Q1 Non-GAAP EPS of $0.87 beats by $0.06 . Revenue of $2.71B (+35.5% Y/Y) beats by $90M . For the second quarter of 2026, we expect: Revenue of approximately $2.8 billion vs consensus of $2.78B; Non-GAAP operating margin of 46 - 47%; and Non-GAAP diluted net income per share of approximately $0.88 vs consensus of $0.86. Shares -9.35% AH. More on Arista Networ...
Arista Networks press release ( ANET ): Q1 Non-GAAP EPS of $0.87 beats by $0.06 . Revenue of $2.71B (+35.5% Y/Y) beats by $90M . For the second quarter of 2026, we expect: Revenue of approximately $2.8 billion vs consensus of $2.78B; Non-GAAP operating margin of 46 - 47%; and Non-GAAP diluted net income per share of approximately $0.88 vs consensus of $0.86. Shares -9.35% AH. More on Arista Networks Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar Arista: Heavy CapEx Demand Keeps Justifying This Stock's Premium Arista Networks: The Business Is Firing On All Cylinders But The Valuation Remains Reasonable Arista Networks seen posting solid Q1 driven by robust demand POET Technologies rout spills over to optical peers despite strong YTD gains
Gulfport Energy ( GPOR ) named Domenic Dell’Osso Jr. as president and chief executive officer effective May 28, 2026. Dell’Osso most recently led Expand Energy ( EXE ) as CEO from 2021 to Feb 2026. Previously, he served as CFO of Chesapeake Energy Corporation for over a decade. Gulfport will discontinue its office of the chairman following his appointment.
Gulfport Energy ( GPOR ) named Domenic Dell’Osso Jr. as president and chief executive officer effective May 28, 2026. Dell’Osso most recently led Expand Energy ( EXE ) as CEO from 2021 to Feb 2026. Previously, he served as CFO of Chesapeake Energy Corporation for over a decade. Gulfport will discontinue its office of the chairman following his appointment.
Northrop Grumman Corporation ( NOC ) is likely to announce a dividend increase in May, continuing its 22-year streak of consecutive dividend growth based on historical patterns. Analysts expect a consensus annual dividend of $9.71 per share, implying a quarterly dividend of approximately $2.4275, representing nearly a 5.1% increase from the prior payout of $2.3100. The company last declared a divi...
Northrop Grumman Corporation ( NOC ) is likely to announce a dividend increase in May, continuing its 22-year streak of consecutive dividend growth based on historical patterns. Analysts expect a consensus annual dividend of $9.71 per share, implying a quarterly dividend of approximately $2.4275, representing nearly a 5.1% increase from the prior payout of $2.3100. The company last declared a dividend of $2.3100 per share in February 2026, representing an annual yield of 1.63%, and raised its dividend last May by 12.1% to $2.3100 from $2.0600 in May 2024. The company has delivered a 5-year dividend growth rate of approximately 9.76% and maintains an annual payout ratio of 31.65%. NOC company holds ratings of A+ for safety, A- for growth, C+ for yield, and A+ for dividend consistency. More on Northrop Grumman Northrop Grumman: Strategic Platforms Provide A Wide Moat Northrop Grumman: The Nuclear Triad Winner Is Now A Strong Buy Northrop Grumman Corporation 2026 Q1 - Results - Earnings Call Presentation Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Northrop Grumman wins U.S. Army deal to advance next-gen aircraft threat detection
Travere Therapeutics ( NASDAQ: TVTX ) on Tuesday said it plans to offer $400 million of convertible senior notes due 2032, subject to market conditions. The company said it may grant underwriters an option to purchase up to an additional $60 million of notes to cover over-allotments. Travere intends to use part of the proceeds to repurchase a portion of its outstanding 2.25% convertible notes due ...
Travere Therapeutics ( NASDAQ: TVTX ) on Tuesday said it plans to offer $400 million of convertible senior notes due 2032, subject to market conditions. The company said it may grant underwriters an option to purchase up to an additional $60 million of notes to cover over-allotments. Travere intends to use part of the proceeds to repurchase a portion of its outstanding 2.25% convertible notes due 2029, with the remainder earmarked for general corporate purposes, including commercialization and research and development expenses. Source: Press Release More on Travere Therapeutics Travere Therapeutics, Inc. (TVTX) Q1 2026 Earnings Call Transcript Travere Therapeutics: Still Undervalued Post FSGS Approval Travere Therapeutics: Re-Rating Potential As Filspari Wins Full Approval Travere Therapeutics Non-GAAP EPS of $0.05 beats by $0.10, revenue of $124.5M misses by $12.27M Travere wins FDA label expansion for Filspari; Piper Sandler upgrades (update)
wildpixel/iStock via Getty Images Thesis Imagine you buy the world's most powerful automobile. Its engine is made with incredible engineering, the aerodynamics are flawless and the electronics are state-of-the-art. One thing that could spoil all this is that the ignition key is locked inside your worst adversary's safe. That is how far ahead of the curve the U.S. is today, both technologically and...
wildpixel/iStock via Getty Images Thesis Imagine you buy the world's most powerful automobile. Its engine is made with incredible engineering, the aerodynamics are flawless and the electronics are state-of-the-art. One thing that could spoil all this is that the ignition key is locked inside your worst adversary's safe. That is how far ahead of the curve the U.S. is today, both technologically and militarily, compared with most Western allies when it comes to building the infrastructure required for artificial intelligence, advanced manufacturing and precision defense systems. U.S. are developing those technologies but we cannot manufacture them without the raw materials provided by Beijing . Visual Capitalist In recent months, investors have become aware of this systemic blockage. In response they began investing strategically into specific companies such as Albemarle Corporation ( ALB ) and MP Materials Corp. ( MP ), which would allow them to minimize their exposure to geographically-based risk. Recently I wrote an article about the stock, breaking down its fundamentals. Today’s investment thesis is very basic and inevitable. The role of rare earths has now become the focal point of global geopolitics in the chess match being played between the U.S. and China. China does not control every tonne of rare earth mining, but it dominates the strategic bottleneck of the supply chain : separation, refining and permanent magnet manufacturing. The U.S. is desperate to obtain these resources and can no longer delay regaining control over both the extraction of these resources and the creation of products that use them. Artificial intelligence will not stop overnight without these minerals, but its physical infrastructure depends on them: advanced manufacturing, cooling systems, data centers, robotics, energy infrastructure and defense electronics. As an investor, I am using the VanEck Rare Earth and Strategic Metals ETF ( REMX ) as my vehicle for trading in this new paradig...
Lucid press release ( LCID ): Q1 GAAP EPS of -$3.46 misses by $0.83 . Revenue of $282.47M (+20.2% Y/Y) misses by $76.04M . Produced 5,500 vehicles, up 149% from the first quarter of 2025 Delivered 3,093 vehicles in Q1 2026, with January and March deliveries each ahead of prior-year periods; February delivery timing was affected by a supplier issue resolved during the quarter. Total order intake in...
Lucid press release ( LCID ): Q1 GAAP EPS of -$3.46 misses by $0.83 . Revenue of $282.47M (+20.2% Y/Y) misses by $76.04M . Produced 5,500 vehicles, up 149% from the first quarter of 2025 Delivered 3,093 vehicles in Q1 2026, with January and March deliveries each ahead of prior-year periods; February delivery timing was affected by a supplier issue resolved during the quarter. Total order intake in North America rose 144% in March 2026 from the prior month Shares -1.54% AH . More on Lucid Lucid: Robotaxi Deal And BOM Cost Reductions To Drive Upside Lucid Group: Q1 Miss And Another Capital Raise Reiterates A 'Sell' Lucid: Supplier Snags Not A Problem Lucid Q1 earnings on deck: What to expect Quant snapshot: Lumentum, Fastly among top-rated names as SUI Group, Service Properties lag
Super Micro Computer press release ( SMCI ): Q3 Non-GAAP EPS of $0.84 beats by $0.22 . Revenue of $10.2B (+121.7% Y/Y) misses by $2.25B . The Company expects net sales in the range of $11.0 billion and $12.5 billion vs $11.31B consensus, for the fourth quarter of fiscal year 2026 ending June 30, 2026, GAAP net income per diluted share of $0.53 to $0.67 and non-GAAP net income per diluted share of ...
Super Micro Computer press release ( SMCI ): Q3 Non-GAAP EPS of $0.84 beats by $0.22 . Revenue of $10.2B (+121.7% Y/Y) misses by $2.25B . The Company expects net sales in the range of $11.0 billion and $12.5 billion vs $11.31B consensus, for the fourth quarter of fiscal year 2026 ending June 30, 2026, GAAP net income per diluted share of $0.53 to $0.67 and non-GAAP net income per diluted share of $0.65 to $0.79 vs $0.56 consensus. The Company’s projections for GAAP and non-GAAP net income per diluted share assume a tax rate of approximately 19.4% and 20.4%, respectively, and a fully diluted share count of 695 million shares for GAAP and fully diluted share count of 712 million shares for non-GAAP. For fiscal year 2026, the Company expects net sales in the range of $38.9 billion to $40.4 billion vs $41.47B consensus Shares -1% . 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
dangutsu/iStock via Getty Images The infamous statement “buy in April and sell in May” comes to mind as we exit April at all-time highs; the S&P 500 ( SPY ) surged +10%, marking the best performance since November 2020, and the Nasdaq surged +15% for its best month since April 2020, while the Nasdaq 100 jumped 16%, the best month since October 2002. SOX was up +40% during the month for its best pe...
dangutsu/iStock via Getty Images The infamous statement “buy in April and sell in May” comes to mind as we exit April at all-time highs; the S&P 500 ( SPY ) surged +10%, marking the best performance since November 2020, and the Nasdaq surged +15% for its best month since April 2020, while the Nasdaq 100 jumped 16%, the best month since October 2002. SOX was up +40% during the month for its best performance since February 2000. The month’s strength held through the earnings reports late last week of the four tier 1 players, Meta Platforms ( META ), Microsoft ( MSFT ), Amazon ( AMZN ), and Alphabet/Google ( GOOG ). LSEG Markets are riding the high through May thus far, backed by a stronger-than-anticipated earnings season. Out of 63% of the S&P 500 companies that reported , about 84% reported EPS beats and 81% reported revenue beats. On the EPS front, this beats the five-year average of 78% and marks the highest EPS surprise since early 2021. While the earnings season has visibly set a tone for itself already, we don’t see this tone spreading equally for all. We’re actually seeing investors bring more scrutiny to print after the run-up priced in a lot of the positives on the table. If we watch the difference in market reaction to Intel ( INTC ) and Seagate ( STX ), which reported earlier this quarter, versus market reaction to Western Digital ( WDC ) and Monolithic Power Systems ( MPWR ) last week, it becomes apparent that while all beat and guided above consensus, the former two surged double digits while the latter dropped post-earnings. We think investors should look at time as a crucial factor, specifically this quarter, as market excitement has priced in positives preemptive to the print. Iran War Is Not Over Yet Tech was the star of the show through April, overpowering a shaky U.S.-Iran ceasefire. The fragile ceasefire remains hanging overhead with oil prices edging higher towards the end of the month and early May as tensions in the Strait of Hormuz intensify. ...
TORRANCE, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor , (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its first quarter 2026 ended March 31, 2026.
TORRANCE, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor , (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its first quarter 2026 ended March 31, 2026.
Ultragenyx Pharmaceutical press release ( RARE ): Q1 GAAP EPS of -$1.84 misses by $0.32 . Revenue of $136M (-2.2% Y/Y) misses by $22.41M . Reaffirm 2026 financial guidance, including total revenue of $730 million to $760 million and combined R&D and SG&A expenses to be flat to slightly down versus 2025; remain on path to profitability in 2027 More on Ultragenyx Pharmaceutical Ultragenyx Pharmaceut...
Ultragenyx Pharmaceutical press release ( RARE ): Q1 GAAP EPS of -$1.84 misses by $0.32 . Revenue of $136M (-2.2% Y/Y) misses by $22.41M . Reaffirm 2026 financial guidance, including total revenue of $730 million to $760 million and combined R&D and SG&A expenses to be flat to slightly down versus 2025; remain on path to profitability in 2027 More on Ultragenyx Pharmaceutical Ultragenyx Pharmaceutical: The Market Is Overlooking 2026 Catalysts Ultragenyx Pharmaceutical Inc. (RARE) Presents at Leerink Global Healthcare Conference 2026 Transcript Ultragenyx Pharmaceutical Inc. (RARE) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Ultragenyx Pharmaceutical Q1 2026 Earnings Preview Ultragenyx says gene therapy accepted for FDA review again
Mercury Systems press release ( MRCY ): Q3 Non-GAAP EPS of $0.27 beats by $0.20 . Revenue of $235.76M (+11.5% Y/Y) beats by $26.45M . Shares +4.68% AH. More on Mercury Systems Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor Mercury Systems Q3 2026 Earnings Preview Aerospace gains momentum while defense turns cautious ahead of Q1 earnings: Baird Seeking Alpha’s Quant Rating ...
Mercury Systems press release ( MRCY ): Q3 Non-GAAP EPS of $0.27 beats by $0.20 . Revenue of $235.76M (+11.5% Y/Y) beats by $26.45M . Shares +4.68% AH. More on Mercury Systems Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor Mercury Systems Q3 2026 Earnings Preview Aerospace gains momentum while defense turns cautious ahead of Q1 earnings: Baird Seeking Alpha’s Quant Rating on Mercury Systems Historical earnings data for Mercury Systems
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Skyworks Solutions press release ( SWKS ): Q2 Non-GAAP EPS of $1.15 beats by $0.11 . Revenue of $944M (-1.0% Y/Y) beats by $42.21M . “For the June quarter, we anticipate revenue of $900 million to $950 million vs $901.79M consensus, with non-GAAP diluted earnings per share of $1.03 vs $1.04 consensus at the mid-point of the revenue range,” said Philip Carter , chief financial officer and senior vi...
Skyworks Solutions press release ( SWKS ): Q2 Non-GAAP EPS of $1.15 beats by $0.11 . Revenue of $944M (-1.0% Y/Y) beats by $42.21M . “For the June quarter, we anticipate revenue of $900 million to $950 million vs $901.79M consensus, with non-GAAP diluted earnings per share of $1.03 vs $1.04 consensus at the mid-point of the revenue range,” said Philip Carter , chief financial officer and senior vice president of Skyworks. Shares +2% . More on Skyworks Solutions Skyworks: What It'd Take For The Company To Recover Skyworks Solutions, Inc. (SWKS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Skyworks: Buy This Undervalued Dividend Machine Skyworks Solutions Q2 2026 Earnings Preview Skyworks on track to end in green for eighth straight session
Andrii Yalanskyi/iStock via Getty Images Monthly dividend stocks have a lot of appeal, especially for investors who are looking to live off of dividends in retirement. One reason is simply psychological: you get that monthly reaffirmation of why you hold that position. Instead of having to wait three months, or in some cases even six or twelve months, to get the passive income that you bought that...
Andrii Yalanskyi/iStock via Getty Images Monthly dividend stocks have a lot of appeal, especially for investors who are looking to live off of dividends in retirement. One reason is simply psychological: you get that monthly reaffirmation of why you hold that position. Instead of having to wait three months, or in some cases even six or twelve months, to get the passive income that you bought that position to earn, you get it monthly, which is quite frequent, giving you that regular reward incentive but also aligning nicely with many living expenses that retirees have to budget for. Additionally, you're able to reinvest those dividends every month if you do not need them to live on, which can then lead to faster compounding of additional dividend income through further share purchases. In this article, I'm going to look at two very attractive-looking monthly dividend payers and share why only one of them is a buy right now. Best-of-Breed BDC The first one I'm going to talk about is Main Street Capital Corporation ( MAIN ), which is one of the greatest business development companies (BDCs) ( BIZD ) out there. A large part of this is thanks to its internal management, which gives it an operating cost advantage over many of its externally managed peers, including highly revered ones like Ares Capital Corporation ( ARCC ). This, in turn, makes a dollar of NAV at MAIN worth significantly more than a dollar of NAV at ARCC. As a result, MAIN has been able to command a significant price-to-NAV multiple premium over the course of its history, which in turn enables it to regularly issue new stock on an accretive basis. In other words, they are able to issue shares to the market, and every share that they issue grows book value per share, which in turn enables them to grow net investment income per share and ultimately dividends per share. This creates a virtuous cycle that enables them to sustain and even grow their dividend over time despite paying out a high percentage of t...
Schwallier Wealth Management LLC cut its position in Invesco Equal Weight 0-30 Year Treasury ETF (NASDAQ:GOVI) by 260,955 shares in the first quarter, an estimated $7.21 million trade based on quarterly average pricing, according to a May 5, 2026, SEC filing. According to a SEC filing dated May 5, 2026, Schwallier Wealth Management LLC reduced its GOVI holding by 260,955 shares in the first quarte...
Schwallier Wealth Management LLC cut its position in Invesco Equal Weight 0-30 Year Treasury ETF (NASDAQ:GOVI) by 260,955 shares in the first quarter, an estimated $7.21 million trade based on quarterly average pricing, according to a May 5, 2026, SEC filing. According to a SEC filing dated May 5, 2026, Schwallier Wealth Management LLC reduced its GOVI holding by 260,955 shares in the first quarter. The estimated value of the shares sold is $7.21 million, based on the mean closing price for the quarter. As a result, the quarter-end value of the GOVI stake dropped by $7.18 million, including price changes during the period. The Invesco Equal Weight 0-30 Year Treasury ETF offers institutional investors diversified exposure to the full spectrum of U.S. Treasury maturities through a systematic, laddered approach. By maintaining equal weights across maturities and monthly rebalancing, the fund aims to reduce concentration risk and provide consistent income. Its transparent structure and focus on high-quality government securities make it a competitive option for those seeking efficient access to the U.S. Treasury market. Continue reading