Hut 8 Mining press release ( HUT ): Q1 Net loss was $253.1 million, compared to $134.3 million in the prior year period. Revenue of $71.02M (+225.8% Y/Y) misses by $8.37M . More on Hut 8 Mining Hut 8 Pre-Earnings: What To Expect From Q1 2026 Hut 8: Why The River Bend Expansion Justifies A Buy Rating Why Investors Are Betting On Hut 8 Despite A $248M Loss Hut 8 Mining Q1 2026 Earnings Preview Bitco...
Hut 8 Mining press release ( HUT ): Q1 Net loss was $253.1 million, compared to $134.3 million in the prior year period. Revenue of $71.02M (+225.8% Y/Y) misses by $8.37M . More on Hut 8 Mining Hut 8 Pre-Earnings: What To Expect From Q1 2026 Hut 8: Why The River Bend Expansion Justifies A Buy Rating Why Investors Are Betting On Hut 8 Despite A $248M Loss Hut 8 Mining Q1 2026 Earnings Preview Bitcoin surge above $80K fuels rally in cryptocurrency-linked stocks
Vertical Aerospace (NYSE: EVTL) is an emerging player in the still-nascent electric vertical take-off and landing (eVTOL) aircraft industry. The England-based company went public through a merger with a special purpose acquisition company (SPAC) in December 2021 and has seen rocky trading since its public debut. The company's share price is down roughly 98% since the completion of its SPAC merger....
Vertical Aerospace (NYSE: EVTL) is an emerging player in the still-nascent electric vertical take-off and landing (eVTOL) aircraft industry. The England-based company went public through a merger with a special purpose acquisition company (SPAC) in December 2021 and has seen rocky trading since its public debut. The company's share price is down roughly 98% since the completion of its SPAC merger. Vertical Aerospace announced last month that it completed its first two-way piloted transition flight with its eVTOL craft . On the other hand, the business is still in a pre-revenue state -- and relatively high operating costs could present challenges for investors. While it's still too early to say the company won't find some successes in the eVTOL space, there's a real risk of the stock going to $0 per share. Image source: Getty Images. Continue reading
According to a recent SEC filing , IFC Advisors LLC increased its stake in Angel Oak UltraShort Income ETF (NASDAQ:UYLD) by 88,758 shares during the first quarter of 2026. The estimated transaction value was $4.5 million, based on the average closing price for the quarter. Angel Oak UltraShort Income ETF (UYLD) is an exchange-traded fund designed to deliver enhanced income with low interest rate r...
According to a recent SEC filing , IFC Advisors LLC increased its stake in Angel Oak UltraShort Income ETF (NASDAQ:UYLD) by 88,758 shares during the first quarter of 2026. The estimated transaction value was $4.5 million, based on the average closing price for the quarter. Angel Oak UltraShort Income ETF (UYLD) is an exchange-traded fund designed to deliver enhanced income with low interest rate risk, targeting investors who want more yield than cash or money market accounts without venturing far out on the duration curve. IFC Advisors' decision to increase its UYLD position by roughly 39% -- from 225,155 shares to 313,913 shares -- is a meaningful move. At roughly 2.3% of AUM, UYLD isn't a core holding, but this purchase shows IFC leaning into capital preservation and income generation amid an uncertain rate environment. Continue reading
At a House Armed Services Committee hearing on April 30, Defense Secretary Pete Hegseth confirmed that Bitcoin (CRYPTO: BTC) is, in some way, important to the national security of the U.S. When asked whether the U.S. is securing a strategic advantage over China in the cryptocurrency, Hegseth said that "a lot of the things we are doing, enabling it or defeating it, are classified efforts that are o...
At a House Armed Services Committee hearing on April 30, Defense Secretary Pete Hegseth confirmed that Bitcoin (CRYPTO: BTC) is, in some way, important to the national security of the U.S. When asked whether the U.S. is securing a strategic advantage over China in the cryptocurrency, Hegseth said that "a lot of the things we are doing, enabling it or defeating it, are classified efforts that are ongoing inside our department, which do provide us a lot of leverage in a lot of different scenarios." This is the first time that a sitting defense secretary has framed Bitcoin as an instrument of exerting national power. It's difficult to overstate how important this development is for investors, so let's unpack what we know and what it means. Image source: Getty Images. Continue reading
Utz Brands press release ( UTZ ): Q1 Non-GAAP EPS of $0.15 beats by $0.01 . Revenue of $361.3M (+2.6% Y/Y) misses by $0.63M . Adjusted Gross Profit Margin expansion of 210bps. Adjusted EBITDA increased 6.2% to $47.9 million. Cash Flow Used in Operations was $12.2 million Adjusted Free Cash Flow increased to $(25.9) million Net Leverage Ratio improved and decreased 0.4x to 3.6x. Fiscal Year 2026 Ou...
Utz Brands press release ( UTZ ): Q1 Non-GAAP EPS of $0.15 beats by $0.01 . Revenue of $361.3M (+2.6% Y/Y) misses by $0.63M . Adjusted Gross Profit Margin expansion of 210bps. Adjusted EBITDA increased 6.2% to $47.9 million. Cash Flow Used in Operations was $12.2 million Adjusted Free Cash Flow increased to $(25.9) million Net Leverage Ratio improved and decreased 0.4x to 3.6x. Fiscal Year 2026 Outlook The Company will benefit from a 53rd week in the fourth quarter of 2026. Guidance has indicated the impact of the 53rd week, where appropriate. The Company is reiterating all aspects of 2026 guidance. For the fiscal year 2026, the Company continues to expect: Organic Net Sales growth of 2% to 3%, assuming a flat Salty Snacks category at midpoint, led by continued Branded Salty Snacks growth, particularly the Power Four Brands. This metric excludes the 53rd week We expect that the 53rd week will benefit Reported Net Sales by approximately $20 million in the fourth quarter of 2026 Productivity savings of approximately 4% of Adjusted COGS Adjusted EBITDA growth of 5% to 8% and Adjusted EBITDA margin expansion, led by Adjusted Gross Margin expansion fueled by strong productivity cost savings and improved product mix. This metric includes the 53rd week We expect that the 53rd week will benefit Adjusted EBITDA by approximately $3 million in the fourth quarter of 2026 Adjusted EPS decline in range of 3% to 6% vs. estimated of -5.73% Y/Y , driven primarily by higher depreciation and amortization of approximately $13 million, higher interest expense, and a higher tax rate, the impact of these three items equating to approximately 12 cents We expect that the 53rd week will benefit Adjusted EPS by 2 cents in the fourth quarter of 2026 Adjusted Free Cash Flow in the range of $60 and $80 million Adjusted Free Cash Flow is defined as Cash Flows From Operating Activities less Capital Expenditures Plus Net Sales of Property and Equipment The Company also continues to expect: An effec...
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