Bio-Techne ( TECH ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 0.56% Payable May 29; for shareholders of record May 18; ex-div May 18. See TECH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bio-Techne Bio-Techne Corporation (TECH) Presents at Leerink Global Healthcare Conference 2026 Transcript Bio-Techne Corporation (TECH) Presents at TD Cowen 46t...
Bio-Techne ( TECH ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 0.56% Payable May 29; for shareholders of record May 18; ex-div May 18. See TECH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bio-Techne Bio-Techne Corporation (TECH) Presents at Leerink Global Healthcare Conference 2026 Transcript Bio-Techne Corporation (TECH) Presents at TD Cowen 46th Annual Health Care Conference Transcript Bio-Techne Q3 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Bio-Techne
Summary Prime Importance Taiwan Construction Arizona Construction Other Construction Industrial Info Resources is tracking US$67 billion of active construction for Taiwan Semiconductor Manufacturing Company (TSMC). Key construction areas include locations in Taiwan; Phoenix, Arizona; Dresden, Germany; and Singapore. The Phoenix site potentially could receive hundreds of billions of dollars of more...
Summary Prime Importance Taiwan Construction Arizona Construction Other Construction Industrial Info Resources is tracking US$67 billion of active construction for Taiwan Semiconductor Manufacturing Company (TSMC). Key construction areas include locations in Taiwan; Phoenix, Arizona; Dresden, Germany; and Singapore. The Phoenix site potentially could receive hundreds of billions of dollars of more investment in the future. Industrial Info Resources is tracking more than US$67 billion of current construction from Taiwan Semiconductor Manufacturing Company (TSMC), with key areas including its home country of Taiwan and Phoenix, Arizona.In the world of semiconductors, a few names rise to top of the list for their importance in the cutting-edge computing technologies leading us into the future. These include NVIDIA, which designs the GPU chips powering the most sophisticated artificial intelligence (AI) processes, ASML, which manufactures the machines that manufactures the majority of those GPU chips, and Taiwan Semiconductor Manufacturing Company (TSMC), perhaps the most important semiconductor manufacturer in the world.With strong demand growth from multiple sectors, TSMC is expanding its manufacturing capacity not only in its home country of Taiwan, where the company's most important fabrication facilities (fabs) are, but throughout the world in locations such as Arizona, Singapore and Germany. Industrial Info Resources data finds more than US$67 billion worth of TSMC construction is presently underway throughout the world.A substantial portion is being built in Taiwan--specifically for expansions of its Kaohsiung wafers plant, which was completed late last year. Initial production from the plant was expected to be about 20,000 pieces per month of 2-nanometer wafers, but this is expected to increase as TSMC pursues substantial expansion projects at the plant, the first phase of which is expected to be completed in the coming months, doubling production. Final expansi...
Malaysia’s anti-corruption agency is seeking to charge two unnamed individuals over a 1.1 billion ringgit (US$278 million) semiconductor deal with British chip designer Arm Holdings, as former economy minister Rafizi Ramli returned for a third day of questioning in the same probe. The Malaysian Anti-Corruption Commission (MACC) said the investigation was nearing completion after officers recorded ...
Malaysia’s anti-corruption agency is seeking to charge two unnamed individuals over a 1.1 billion ringgit (US$278 million) semiconductor deal with British chip designer Arm Holdings, as former economy minister Rafizi Ramli returned for a third day of questioning in the same probe. The Malaysian Anti-Corruption Commission (MACC) said the investigation was nearing completion after officers recorded statements from 22 witnesses, including Rafizi and his former aide, political analyst James...
MoMo Productions/DigitalVision via Getty Images Walmart ( WMT ) has performed admirably over the past decade. They have successfully pivoted from a physical-only retailer to the second-largest e-commerce company in the United States , trailing only Amazon ( AMZN ). They have survived the e-commerce transition that has destroyed so many retailers, such as other big-box retailers like Sears and doze...
MoMo Productions/DigitalVision via Getty Images Walmart ( WMT ) has performed admirably over the past decade. They have successfully pivoted from a physical-only retailer to the second-largest e-commerce company in the United States , trailing only Amazon ( AMZN ). They have survived the e-commerce transition that has destroyed so many retailers, such as other big-box retailers like Sears and dozens, if not hundreds, of smaller retailers that thrived in shopping malls—a way of life that dominated America for decades. While gaining market share in e-commerce, they have also managed to grow earnings, and this has allowed them to keep expanding their dividend while keeping the payout ratio low: Data by YCharts Data by YCharts The real issue is valuation—Walmart's EV/EBITDA ratio, among many other valuation metrics, has climbed to highs not seen since around the dot-com bubble. I chose to share EV/EBITDA because it has been much less choppy than the P/E ratio, and I've always found it to do a better job of including debt in the valuation: Data by YCharts Walmart's very high valuation levels seem to be the main focus of many Seeking Alpha analysts, with good reason. However, I noticed that we Seeking Alpha analysts stand in stark contrast with Wall Street analysts, so I think it's worth taking a deeper look at: Seeking Alpha Analysts' Ratings Wall St. Analysts' Ratings With SA analysts giving Walmart an average rating of 2.63 out of 5, that means on average, we are calling Walmart a Hold, but that outlook has dipped into Sell often in the past 3 years, with the average only hitting a Buy range very briefly a few times. As for Wall St. analysts, they called Walmart a solid Buy from 2023-2025, and the average rating has upgraded to Strong Buy ever since mid-2025, with a very strong average rating of 4.54 out of 5. Why the Divergence? When I see such a divergence between SA and WS analysts, it makes me want to dig into the reasoning further. This is anecdotal, but I feel on...
Freshpet press release ( FRPT ): Q1 GAAP EPS of $0.91 beats by $0.82 . Revenue of $297.6M (+13.1% Y/Y) beats by $6.07M . Gross margin of 40.5%, compared to the prior year period of 39.4%. Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%.1 Net income of $48.5 million, compared to the prior year period net loss of $12.7 million. Adjusted EBITDA of $37.9 million, compared to...
Freshpet press release ( FRPT ): Q1 GAAP EPS of $0.91 beats by $0.82 . Revenue of $297.6M (+13.1% Y/Y) beats by $6.07M . Gross margin of 40.5%, compared to the prior year period of 39.4%. Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%.1 Net income of $48.5 million, compared to the prior year period net loss of $12.7 million. Adjusted EBITDA of $37.9 million, compared to the prior year period of $35.5 million.1 More on Freshpet Freshpet: Growth Dynamics Raising Questions Freshpet, Inc. (FRPT) Q4 2025 Earnings Call Transcript Freshpet, Inc. 2025 Q4 - Results - Earnings Call Presentation Freshpet Q1 2026 Earnings Preview Freshpet's moat can withstand threats from Costco's Kirkland and The Farmer's Dog -- Cowen
ITT press release ( ITT ): Q1 Non-GAAP EPS of $1.98 beats by $0.24 . Revenue of $1.21B (+32.5% Y/Y) beats by $100M . 11.7% operating margin (20.3% adjusted) due to productivity, higher volumes, pricing and FX 2026 Guidance The company expects organic revenue growth of 4% to 6%, up 36% to 38% in total vs. estimayed growth of 32.20% Y/y ; operating margin of 12.4% to 13.3% and adjusted operating mar...
ITT press release ( ITT ): Q1 Non-GAAP EPS of $1.98 beats by $0.24 . Revenue of $1.21B (+32.5% Y/Y) beats by $100M . 11.7% operating margin (20.3% adjusted) due to productivity, higher volumes, pricing and FX 2026 Guidance The company expects organic revenue growth of 4% to 6%, up 36% to 38% in total vs. estimayed growth of 32.20% Y/y ; operating margin of 12.4% to 13.3% and adjusted operating margin of 19.7% to 20.6%, an increase of 30 to 120 bps. EPS is expected to be $4.15 to $4.45, with adjusted EPS of $7.70 to $8.00 vs. $7.76 consensus , representing growth of 7% to 11% for the full year. Free cash flow is now expected to be between $540 million and $580 million, representing free cash flow margin of 10% to 11% for the full year. The additional four working days in Q1 will be offset in Q4 for the full year. More on ITT ITT Inc. (ITT) Presents at Bank of America Global Industrials Conference 2026 - Slideshow ITT Inc. (ITT) Presents at Bank of America Global Industrials Conference 2026 Transcript ITT Inc. (ITT) Presents at 36th Annual Pump, Valve, and Water Systems Symposium - Slideshow ITT Q1 2026 Earnings Preview Selective strength: Small group of industrial names reaches 52-week highs
Bruker press release ( BRKR ): Q1 Non-GAAP EPS of $0.31 beats by $0.08 . Revenue of $823.4M (+2.7% Y/Y) beats by $27.73M . Q1-26 Bruker Scientific Instruments (BSI) bookings up high-single digits % organically yoy; BSI book-to-bill ratio above 1.0x for 3rd consecutive quarter Reconfirming previous FY2026 guidance: Revenues of $3.57 to $3.60 billion (vs. consensus of $ 3.58B) , up 4% to 5% yoy, wit...
Bruker press release ( BRKR ): Q1 Non-GAAP EPS of $0.31 beats by $0.08 . Revenue of $823.4M (+2.7% Y/Y) beats by $27.73M . Q1-26 Bruker Scientific Instruments (BSI) bookings up high-single digits % organically yoy; BSI book-to-bill ratio above 1.0x for 3rd consecutive quarter Reconfirming previous FY2026 guidance: Revenues of $3.57 to $3.60 billion (vs. consensus of $ 3.58B) , up 4% to 5% yoy, with organic growth of 1% to 2% Non-GAAP EPS of $2.10 to $2.15 (vs. consensus of $2.12), up 15% to 17% yoy, including an ~8% FX headwind More on Bruker Bruker: A Better, Yet Speculative Proposition Bruker Corporation 2025 Q4 - Results - Earnings Call Presentation Bruker Corporation (BRKR) Q4 2025 Earnings Call Transcript Bruker Q1 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions
Walt Disney Co. posted stronger results than Wall Street expected thanks to improved profitability at its streaming business, new Avatar and Zootopia movies, and guests spending more at the company’s resorts and on cruises. Earnings-per-share, excluding some items, rose to $1.57 in the second fiscal quarter, higher than the average analyst estimate of $1.51, according to data compiled by Bloomberg...
Walt Disney Co. posted stronger results than Wall Street expected thanks to improved profitability at its streaming business, new Avatar and Zootopia movies, and guests spending more at the company’s resorts and on cruises. Earnings-per-share, excluding some items, rose to $1.57 in the second fiscal quarter, higher than the average analyst estimate of $1.51, according to data compiled by Bloomberg. Revenue was $24.9 billion, up 7% from a year earlier and also ahead of Wall Street’s estimates. Operating income at all three of Disney’s divisions, entertainment, experiences and sports, beat analysts’ expectations. The results underscore the stability of the company’s business in a new era under Chief Executive Officer Josh D’Amaro , who succeeded Bob Iger in March. Disney said it expects earnings per share to grow 12% this fiscal year. “Creative and operational momentum drove strong quarterly results,” D’Amaro and Chief Financial Officer Hugh Johnston said in a letter to shareholders Wednesday, “and we continue to expect growth to accelerate in the second half of the fiscal year.” Shares rose about 8% in premarket trading in New York. They were down 12% this year through the close of trading on Tuesday, compared with a 6% gain for the S&P 500 Index. Disney’s direct-to-consumer unit, which includes the Disney+ streaming service and is led by Joe Earley and Adam Smith , achieved a double-digit profit margin for the first time, delivering on one of the company’s longstanding ambitions after several years of losses following the platform’s debut. The film studio, led by Alan Bergman , benefited from strong demand for Avatar: Fire and Ash , Zootopia 2 and Hoppers from Pixar Animation Studios. The three movies have generated more than $3.7 billion at the global box office since their release. Operating income fell 5% at the company’s sports division due to lower advertising revenue at ESPN and higher fees for programming. In the current quarter, Disney expects operating inco...
Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector. Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operat...
Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector. Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operations during the company’s earnings call.
Kennametal press release ( KMT ): Q3 Non-GAAP EPS of $0.77 beats by $0.10 . Revenue of $593M (+22.0% Y/Y) beats by $24.9M . Sales of $593 million increased 22 percent from $486 million in the prior year quarter, reflecting organic sales growth of 19 percent and a favorable currency exchange effect of 5 percent, partially offset by a divestiture effect of 2 percent. The Company's expectations for s...
Kennametal press release ( KMT ): Q3 Non-GAAP EPS of $0.77 beats by $0.10 . Revenue of $593M (+22.0% Y/Y) beats by $24.9M . Sales of $593 million increased 22 percent from $486 million in the prior year quarter, reflecting organic sales growth of 19 percent and a favorable currency exchange effect of 5 percent, partially offset by a divestiture effect of 2 percent. The Company's expectations for sales and adjusted EPS for the full fiscal year 2026 are as follows: Sales expected to be $2.33 - $2.35 billion Adjusted EPS is expected to be $3.75 - $4.00 Shares +3.3% PM. More on Kennametal Kennametal: The Fundamentals Still Aren't Cutting It For Me Kennametal Offers Cyclical Leverage, But The Clock Is Always Ticking Kennametal Q3 2026 Earnings Preview Mid-Cap industrial stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Kennametal
United Therapeutics press release ( UTHR ): Q1 GAAP EPS of $5.82 misses by $1.04 . Revenue of $781.5M (-1.6% Y/Y) misses by $15.88M . More on United Therapeutics United Therapeutics: The Future Lies With Manufactured Organs United Therapeutics: Maintaining 'Strong Buy' On Second TETON Study Program Win United Therapeutics: Ralinepag Is The Ultimate Defense Against Yutrepia (Rating Upgrade) United ...
United Therapeutics press release ( UTHR ): Q1 GAAP EPS of $5.82 misses by $1.04 . Revenue of $781.5M (-1.6% Y/Y) misses by $15.88M . More on United Therapeutics United Therapeutics: The Future Lies With Manufactured Organs United Therapeutics: Maintaining 'Strong Buy' On Second TETON Study Program Win United Therapeutics: Ralinepag Is The Ultimate Defense Against Yutrepia (Rating Upgrade) United Therapeutics Q1 2026 Earnings Preview Smithfield Foods is the most overbought U.S. large-cap stock
Bio-Techne press release ( TECH ): Q3 Non-GAAP EPS of $0.53 in-line. Revenue of $311.42M (-1.5% Y/Y) misses by $4.64M . Organic revenue decreased 2% compared to the prior year, with foreign currency exchange having a favorable impact of 2%, and non-recurring prior year revenue from a business held-for-sale having an unfavorable impact of 2%. More on Bio-Techne Bio-Techne Corporation (TECH) Present...
Bio-Techne press release ( TECH ): Q3 Non-GAAP EPS of $0.53 in-line. Revenue of $311.42M (-1.5% Y/Y) misses by $4.64M . Organic revenue decreased 2% compared to the prior year, with foreign currency exchange having a favorable impact of 2%, and non-recurring prior year revenue from a business held-for-sale having an unfavorable impact of 2%. More on Bio-Techne Bio-Techne Corporation (TECH) Presents at Leerink Global Healthcare Conference 2026 Transcript Bio-Techne Corporation (TECH) Presents at TD Cowen 46th Annual Health Care Conference Transcript Bio-Techne Q3 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Bio-Techne
A fourth manager of the season seemed a wild strategy but Portuguese coach has galvanised the squad and this journey could end in the Champions League Football, it transpires, is not rocket science. If it were, Nottingham Forest would not be close to securing Premier League survival and two games from Champions League football next season. The club’s approach could hardly be described as methodica...
A fourth manager of the season seemed a wild strategy but Portuguese coach has galvanised the squad and this journey could end in the Champions League Football, it transpires, is not rocket science. If it were, Nottingham Forest would not be close to securing Premier League survival and two games from Champions League football next season. The club’s approach could hardly be described as methodical but whether by accident or design, Vítor Pereira, Forest’s fourth head coach in six months, has found the right formula. When eight changes to the lineup were announced for Monday’s visit to Chelsea , eyebrows were raised as the second string were sent out. It allowed Pereira to rest others for Thursday’s Europa League semi-final second leg at Aston Villa. Within two minutes they were ahead and by the hour they were out of sight and a further step towards salvation thanks to a third away win in a row. Continue reading...
June Nasdaq 100 E-Mini futures (NQM26) are trending up +1.61% this morning as optimism that the U.S. and Iran are close to a peace agreement, along with upbeat quarterly results and guidance from Advanced Micro Devices, boosted sentiment.
June Nasdaq 100 E-Mini futures (NQM26) are trending up +1.61% this morning as optimism that the U.S. and Iran are close to a peace agreement, along with upbeat quarterly results and guidance from Advanced Micro Devices, boosted sentiment.