Earnings Call Insights: QuidelOrtho Corporation (QDEL) Q1 2026 Management View “Our first quarter results were impacted by a significantly softer respiratory season compared to Q1 of last year, with influenza-like illness or ILI visits down approximately 30% as reported by the CDC in April.” (President, CEO & Director Brian Blaser) “In China, sales slowed in March ahead of the anticipated national...
Earnings Call Insights: QuidelOrtho Corporation (QDEL) Q1 2026 Management View “Our first quarter results were impacted by a significantly softer respiratory season compared to Q1 of last year, with influenza-like illness or ILI visits down approximately 30% as reported by the CDC in April.” (President, CEO & Director Brian Blaser) “In China, sales slowed in March ahead of the anticipated national IVD pricing guidelines as distributors exercised caution on inventory purchases in light of potential future pricing declines.” (President, CEO & Director Blaser) “We completed the acquisition of LEX Diagnostics in April, adding a highly differentiated, ultra-fast molecular platform that strengthens our position in point of care...” (President, CEO & Director Blaser) “We expect to begin placing instruments this quarter with measurable assay pull-through and associated revenue beginning in early 2027.” (President, CEO & Director Blaser) “Total reported revenue was $620 million.” (Chief Financial Officer Joseph Busky) “Adjusted gross profit margin was 44%, a decrease of 630 basis points due to product mix with lower respiratory revenue contribution.” (Chief Financial Officer Busky) “We remain focused on improving cash flow generation still expect positive cash flow for the full year, now expected to be in the range of $100 million to $120 million...” (Chief Financial Officer Busky) Outlook “We now expect total reported revenue of $2.7 billion to $2.75 billion...” (Chief Financial Officer Busky) “To be prudent, we are continuing to plan for an average respiratory season and forecasting a flat second half without a bump up and an 8% decline in respiratory revenue for the full year 2026.” (Chief Financial Officer Busky) “Therefore, we now expect full year 2026 adjusted EBITDA of $615 million to $630 million, still representing an adjusted EBITDA margin of 23%...” (Chief Financial Officer Busky) “We expect adjusted diluted earnings per share of $1.80 to $2.00, and we expect to d...
Dozens killed despite ceasefire announced by Zelenskyy, after Moscow asked for Saturday truce for its annual military parade Europe live – latest updates Kyiv has criticised Russia for attacking several Ukrainian cities overnight with more than 100 combat drones and three missiles, in spite of a unilateral 24-hour ceasefire called by Volodymyr Zelenskyy. Ukraine’s president had announced the truce...
Dozens killed despite ceasefire announced by Zelenskyy, after Moscow asked for Saturday truce for its annual military parade Europe live – latest updates Kyiv has criticised Russia for attacking several Ukrainian cities overnight with more than 100 combat drones and three missiles, in spite of a unilateral 24-hour ceasefire called by Volodymyr Zelenskyy. Ukraine’s president had announced the truce after the Kremlin said it wanted a ceasefire on Saturday during its annual military parade in Red Square. He promised to reciprocate if Vladimir Putin broke Ukraine’s ceasefire, which ends at midnight on Wednesday. Continue reading...
Michael Saylor once said he would “buy bitcoin forever.” Now, he’s exploring the possibility of selling it as an illustration of its resilience but the market may interpret his comments differently.
Michael Saylor once said he would “buy bitcoin forever.” Now, he’s exploring the possibility of selling it as an illustration of its resilience but the market may interpret his comments differently.
(RTTNews) - French stocks climbed higher on Wednesday, lifted by some strong earnings updates, and hopes of a U.S.-Iran peace deal following U.S. President Donald Trump's announcement of a temporary suspension of "Project Freedom" in order to resume negotiations with Iran.
(RTTNews) - French stocks climbed higher on Wednesday, lifted by some strong earnings updates, and hopes of a U.S.-Iran peace deal following U.S. President Donald Trump's announcement of a temporary suspension of "Project Freedom" in order to resume negotiations with Iran.
It's been a volatile start to the year for Rivian Automotive (NASDAQ: RIVN) , and that pattern continued after the stock price fell following its Q1 results release after the bell on April 30. The stock is now down more than 25% year to date, as of this writing. Let's dive into the electric vehicle (EV) maker's results and prospects to see if investors should buy the dip in the stock. In Q1, Rivia...
It's been a volatile start to the year for Rivian Automotive (NASDAQ: RIVN) , and that pattern continued after the stock price fell following its Q1 results release after the bell on April 30. The stock is now down more than 25% year to date, as of this writing. Let's dive into the electric vehicle (EV) maker's results and prospects to see if investors should buy the dip in the stock. In Q1, Rivian saw revenue rise 11% year over year to $1.4 billion, while deliveries jumped 20% to 10,365 vehicles. Nearly half of its revenue came from Electric Delivery Van deliveries to Amazon . Continue reading
VladSokolovsky/iStock via Getty Images Investment Thesis I am rating Centerra Gold ( CGAU ) a Strong Buy for a couple of reasons. Let me start by saying that CGAU is not a perfect story, and I do not want to pretend that mining is suddenly a clean chessboard where every piece moves as planned. It rarely does. The main reason I think CGAU deserves a Strong Buy rating is because, when I look at the ...
VladSokolovsky/iStock via Getty Images Investment Thesis I am rating Centerra Gold ( CGAU ) a Strong Buy for a couple of reasons. Let me start by saying that CGAU is not a perfect story, and I do not want to pretend that mining is suddenly a clean chessboard where every piece moves as planned. It rarely does. The main reason I think CGAU deserves a Strong Buy rating is because, when I look at the company's current cash generation, its net cash position, its production base, and valuation, I see a company where investors are being paid to wait while management tries to convert asset depth into a strong earnings machine. To put this into perspective, Centerra released their 1Q 2026 earnings report and delivered outstanding numbers. The strongest part of my thesis is CGAU's funding model. This is because, in my view, many mining companies look cheap on paper because the market knows the next project will consume the balance sheet. But for CGAU, it is different. It is because the company is using cash flow from Mount Milligan and Öksüt to push forward Mount Milligan, Kemess, Thompson Creek, Goldfield, and Öksüt optimization to work. As a result, this changes the risk profile of the company. This is because it implies that I am buying a producing mine where existing assets are carrying the burden of future growth. Secondly, Mount Milligan is the anchor asset that supports my confidence in the valuation rerating. This is because the mine produced 29,572 ounces of gold and 14.2 million pounds of copper in 1Q 2026. Its gold production represents about 20% of full-year guidance. The most important number to me is the $1,060 AISC on a by-product basis. That is because it tells me that copper credits are not just a nice side note. They are actually a structural part of the margin story. To me, I think if Mount Milligan continues to produce within guidance and copper prices remain constructive, then CGAU's earnings power should be more resilient than pure gold miners. 1Q 2026 E...
Brothers91/E+ via Getty Images Shares of Lattice Semiconductor ( LSCC ) have been trading near their highs, being carried higher alongside the rest of the AI and semiconductor complex. This move actually comes as the company announced the acquisition of AMI, one that seems well-structured and takes place at much lower sales multiples, although little has been said about margins here. All in all, I...
Brothers91/E+ via Getty Images Shares of Lattice Semiconductor ( LSCC ) have been trading near their highs, being carried higher alongside the rest of the AI and semiconductor complex. This move actually comes as the company announced the acquisition of AMI, one that seems well-structured and takes place at much lower sales multiples, although little has been said about margins here. All in all, I like the move, yet expectations have risen enormously anticipating the first quarter earnings report, making me very cautious here. Liking the M&A move in isolation, it is the overall setup that makes me very cautious here, although I am intrigued to see momentum continue in the AI supplier base. Higher-conviction ideas, including other M&A stories, can be found at Value In Corporate Events . On The Deal Lattice has reached an agreement to acquire AMI, described as a leader in platform firmware and infrastructure manageability for cloud and AI, to create a complete secure management and control platform. Deal terms call for a $1.65 billion acquisition price comprised of a $1.00 billion cash component with some $650 million worth of shares being issued. The number of shares issued is capped in a range, with anywhere between 5.2 million and 6.1 million shares to be issued. The company is set to generate $200 million annually in revenues, implying that just over an 8 times sales multiple has been paid, with closing seen in the third quarter. The idea is to provide more comprehensive solutions by combining Lattice's leading low-power FPGAs with AMI's strength in firmware and infrastructure management solutions. A Solid First Quarter The news about the AMI deal broke alongside the release of the first quarter results early in May. The low-power programmable leader reported a 42% increase in first-quarter revenues to $171 million, with sequential revenue growth reported at 17%. Such sales growth obviously resulted in strong operating leverage. Non-GAAP operating margins were rep...