SolarEdge Technologies press release ( SEDG ): Q1 Non-GAAP EPS of -$0.43 misses by $0.16 . Revenue of $310.5M (+41.5% Y/Y) beats by $5.03M . Free cash flow generated was $20.7 million, compared to $43.3 million in the prior quarter. The Company also provides guidance for the second quarter ending June 30, 2026 as follows: Revenues to be within the range of $325 million to $355 million vs $340.29M ...
SolarEdge Technologies press release ( SEDG ): Q1 Non-GAAP EPS of -$0.43 misses by $0.16 . Revenue of $310.5M (+41.5% Y/Y) beats by $5.03M . Free cash flow generated was $20.7 million, compared to $43.3 million in the prior quarter. The Company also provides guidance for the second quarter ending June 30, 2026 as follows: Revenues to be within the range of $325 million to $355 million vs $340.29M consensus; this range does not include significant one-time or pull forward of revenue. Non-GAAP gross margin* expected to be within the range of 23% to 27% Non-GAAP operating expenses* to be within the range of $86 million to $91 million. Shares -3.6% PM. More on SolarEdge Technologies SolarEdge: Back From The Brink, But Still Has Work To Do (Earnings Preview) SolarEdge Technologies: Up 200% In 12 Months And Room For More Ahead SolarEdge Technologies, Inc. (SEDG) Discusses Solid-State Transformers and Infrastructure Solutions for AI Data Centers Transcript SolarEdge Technologies Q1 2026 Earnings Preview SolarEdge launches new commercial storage system in Europe, Asia
Even if the latest surge proves unsustainable and shares of Nvidia (NASDAQ:NVDA) are destined to fly under $200 per share for another quarter or even another year, it’s becoming harder to argue against the value case, even if you think the margins will compress by a bit and the growth takes a few backward steps. ... Nvidia’s 24.5x P/E Multiple Looks Like a Market Mistake — and the Value Argument I...
Even if the latest surge proves unsustainable and shares of Nvidia (NASDAQ:NVDA) are destined to fly under $200 per share for another quarter or even another year, it’s becoming harder to argue against the value case, even if you think the margins will compress by a bit and the growth takes a few backward steps. ... Nvidia’s 24.5x P/E Multiple Looks Like a Market Mistake — and the Value Argument Is Only Getting Louder the Longer Shares Drift Sideways
Iranian Foreign Minister Abbas Araghchi visited China Wednesday at the invitation of his Chinese counterpart Wang Yi. The two held bilateral talks. Contemporary Amperex Technology Co. Ltd. completed an H-share placement, raising gross proceeds of about HK$39.2 billion. China’s General Administration of Customs issued an urgent warning after a2 infant formula sold in the U.S. was recalled due to to...
Iranian Foreign Minister Abbas Araghchi visited China Wednesday at the invitation of his Chinese counterpart Wang Yi. The two held bilateral talks. Contemporary Amperex Technology Co. Ltd. completed an H-share placement, raising gross proceeds of about HK$39.2 billion. China’s General Administration of Customs issued an urgent warning after a2 infant formula sold in the U.S. was recalled due to toxin contamination.
Scatec ASA press release ( STECF ): Q1 basic EPS of -NOK 1.00. Consolidated revenues and other income were NOK 1,020M (vs. NOK 1,814M in Q1/2025). Proportionate revenues were NOK 1,640M (NOK 2,387M in Q1/2025), and EBITDA was NOK 774M (1,379M). Power production revenues were NOK 929M (NOK 1,623M), and EBITDA was NOK 702M (NOK 1,390M). More on Scatec ASA Scatec ASA 2026 Q1 - Results - Earnings Call...
Scatec ASA press release ( STECF ): Q1 basic EPS of -NOK 1.00. Consolidated revenues and other income were NOK 1,020M (vs. NOK 1,814M in Q1/2025). Proportionate revenues were NOK 1,640M (NOK 2,387M in Q1/2025), and EBITDA was NOK 774M (1,379M). Power production revenues were NOK 929M (NOK 1,623M), and EBITDA was NOK 702M (NOK 1,390M). More on Scatec ASA Scatec ASA 2026 Q1 - Results - Earnings Call Presentation Equinor reduces stake in solar firm Scatec to 8% in $169M sale Historical earnings data for Scatec ASA Financial information for Scatec ASA
Uber press release ( UBER ): Q1 Non-GAAP EPS of $0.72 beats by $0.03 . Revenue of $13.2B (+14.5% Y/Y) misses by $60M . Business model changes negatively impacted total revenue YoY growth by 9 percentage points, or 8 percentage points on a constant currency basis. Trips during the quarter grew 20% year-over-year (“YoY”) to 3.6 billion, driven by Monthly Active Platform Consumers (“MAPCs") growth of...
Uber press release ( UBER ): Q1 Non-GAAP EPS of $0.72 beats by $0.03 . Revenue of $13.2B (+14.5% Y/Y) misses by $60M . Business model changes negatively impacted total revenue YoY growth by 9 percentage points, or 8 percentage points on a constant currency basis. Trips during the quarter grew 20% year-over-year (“YoY”) to 3.6 billion, driven by Monthly Active Platform Consumers (“MAPCs") growth of 17% YoY and monthly Trips per MAPC growth of 3% YoY. Gross Bookings grew 25% YoY to $53.7 billion, and 21% on a constant currency basis. For Q2 2026, we anticipate: Gross Bookings of $56.25 billion to $57.75 billion, representing growth of 18% to 22% YoY on a constant-currency basis. Our outlook assumes a roughly 2 percentage-point currency tailwind to total reported YoY growth. Non-GAAP EPS of $0.78 to $0.82, representing growth of 31% to 38% YoY. Our outlook translates to Adjusted EBITDA of $2.70 billion to $2.80 billion. Shares +7% PM. More on Uber Uber Q1 Preview: The American Superapp Uber: The Profit Machine Awakens (Rating Upgrade) Uber: Favorable Ride Pricing Tailwinds For 2026 Underlie A Cheap Ebitda Multiple Uber Technologies set to report Q1 results amid autonomous bets, growth in focus Earnings Scorecard: 29 of 32 industrial companies beat EPS estimates this week
Natural Resource Partners press release ( NRP ): Q1 GAAP EPS of $1.44. Revenue of $39.53M (-34.7% Y/Y). Generated $33.8 million of free cash flow in the first quarter of 2026 before the $39.2 million capital investment in its soda ash business Paid fourth quarter 2025 distribution of $0.75 per common unit Paid special cash distribution of $0.12 per common unit to help cover unitholder tax liabilit...
Natural Resource Partners press release ( NRP ): Q1 GAAP EPS of $1.44. Revenue of $39.53M (-34.7% Y/Y). Generated $33.8 million of free cash flow in the first quarter of 2026 before the $39.2 million capital investment in its soda ash business Paid fourth quarter 2025 distribution of $0.75 per common unit Paid special cash distribution of $0.12 per common unit to help cover unitholder tax liabilities associated with owning NRP's common units in 2025 Declares first quarter 2026 common unit distribution of $0.75 per unit. NRP had $185.4 million of available liquidity at March 31, 2026, consisting of $31.5 million of cash and cash equivalents and $153.9 million of borrowing capacity available under its revolving credit facility. NRP's consolidated leverage ratio was 0.4 x at March 31, 2026. More on Natural Resource Partners Natural Resource Partners: Nearing Debt-Free Status, But Margin Of Safety Shrinks (Rating Downgrade) Natural Resource Partners L.P. Common Units (NRP) Q4 2025 Earnings Call Transcript NRP signals delay in distribution increase to November following $39M soda ash JV investment Top small-cap energy stocks surging above 200-Day moving average Dividend scorecard for Natural Resource Partners
Uber Technologies Inc. provided a better-than-expected forecast for bookings, signaling that robust demand from US commuters and travelers will offset impact from geopolitical tensions in the Middle East. The ride-hailing service guided total gross bookings to between $56.25 billion and $57.75 billion for the three-month period ending in June, while analysts on average looked for $56.23 billion. T...
Uber Technologies Inc. provided a better-than-expected forecast for bookings, signaling that robust demand from US commuters and travelers will offset impact from geopolitical tensions in the Middle East. The ride-hailing service guided total gross bookings to between $56.25 billion and $57.75 billion for the three-month period ending in June, while analysts on average looked for $56.23 billion. Total gross bookings include ride hails, delivery orders and driver and merchant earnings but not tips. Uber’s core US rideshare business will “accelerate further” this year, Chief Executive Officer Dara Khosrowshahi said in prepared remarks. Heightened insurance costs, which had contributed to higher fares and weighed on the US business, have been moderating. That’s led to meaningfully improved trip growth in the hardest-hit markets, such as San Francisco and Los Angeles, he said. Total gross bookings grew 25% to $53.7 billion for the three months ended March 31, exceeding the Bloomberg-compiled analyst estimates of $52.9 billion. Bookings expanded at the fastest pace since late 2022 thanks to strength in Uber’s core US business, delivery demand in international markets, as well as a return to growth by its freight unit. Shares of Uber jumped more than 9% to $79.69 at 7:06 a.m. in premarket trading in New York after the results were released. Rideshare peer Lyft Inc. also rose about 4%. Uber’s results will set expectations for the broader ride-hailing and food-delivery industries, as Wall Street is tracking closely the fallout of the war in Iran on gig-economy drivers and travel demand. Delivery rival DoorDash Inc. is scheduled to release its financials on Wednesday afternoon, while Lyft will report on Thursday. Uber has also been investing to expand its higher-margin premium offerings, focusing on bigger-spending corporate travelers and providing luxury services with professional chauffeurs. It has set a target for its business-to-business operations to serve as many as 1 ...
LOS ANGELES, May 06, 2026--Surf Air Mobility Inc. (NYSE: SRFM) ("Surf Air Mobility", or the "Company") today provided details on the commercial go-to-market strategy for SurfOS, the Company’s AI-enabled software operating system powered by Palantir Technologies ("Palantir"). SurfOS’s products serve the fragmented Part 135 private aviation and air mobility market through BrokerOS, OperatorOS, and S...
LOS ANGELES, May 06, 2026--Surf Air Mobility Inc. (NYSE: SRFM) ("Surf Air Mobility", or the "Company") today provided details on the commercial go-to-market strategy for SurfOS, the Company’s AI-enabled software operating system powered by Palantir Technologies ("Palantir"). SurfOS’s products serve the fragmented Part 135 private aviation and air mobility market through BrokerOS, OperatorOS, and SurfOS Enterprise Solutions, each monetized through distinct revenue models for brokers, operators, a
Novo Nordisk Soars After New Obesity Pill Momentum Lifts Guidance Novo Nordisk shares jumped as much as 9% in Copenhagen, suggesting the stock may finally be bottoming out after a vicious multi-year bear market. The move followed the Danish drugmaker's decision to raise its 2026 guidance ranges for adjusted sales and adjusted operating profit, citing solid momentum in Wegovy sales. Novo now expect...
Novo Nordisk Soars After New Obesity Pill Momentum Lifts Guidance Novo Nordisk shares jumped as much as 9% in Copenhagen, suggesting the stock may finally be bottoming out after a vicious multi-year bear market. The move followed the Danish drugmaker's decision to raise its 2026 guidance ranges for adjusted sales and adjusted operating profit, citing solid momentum in Wegovy sales. Novo now expects full-year sales and profit declines of around 12%, down from a previous forecast of around 13%. The upgraded outlook was "driven by increased expectations for GLP-1 product sales," according to the company. Here's a snapshot of the new full-year forecast, courtesy of Bloomberg: Sees adjusted change in sales at constant exchange rates -4% to -12%, saw -5% to -13%, estimate -7.63% (Bloomberg Consensus) Sees adjusted change in operating profit at constant FX -4% to -12%, saw -5% to -13%, estimate -8.26% The key bright spot was momentum in the Wegovy pill: Wegovy pill was launched in the US on 5 January 2026, and for the week ending 17 April, total weekly prescriptions exceeded 200,000. Coupled with total prescriptions for Q1 2026 of around 1.3 million and now more than 2 million since launch, it marks the strongest-ever GLP-1 volume launch in the US. Q1 2026 sales for the Wegovy pill reached DKK 2,256 million, impacted by pre-launch pipeline fill with wholesalers and telehealth partners. Pending regulatory decisions, the first Wegovy pill launches outside the US are expected during the second half of 2026. "We have seen more than 1 million people using the Wegovy pill," CEO Mike Doustdar told analysts on an earnings call earlier. He noted that patients are switching from competing products, with "limited cannibalization" of Novo's other drugs. Still, Novo's overall business remains under pressure. First-quarter sales fell 10% to 70.1 billion Danish kroner, while adjusted operating profit dropped 15%. Diabetes drug sales fell 18%, with Ozempic hitting its lowest level in two ...
Timken press release ( TKR ): Q1 Non-GAAP EPS of $1.67 beats by $0.17 . Revenue of $1.23B (+7.9% Y/Y) beats by $70M . Sales of $1.23 billion, up 8 percent from last year First-quarter diluted EPS of $1.40; adjusted EPS of $1.67 Net income margin of 8.0 percent; adjusted EBITDA margin of 18.8 percent Raises 2026 outlook; now expects 2026 EPS of $4.70-$5.20, with adjusted EPS of $5.75-$6.25 (vs. con...
Timken press release ( TKR ): Q1 Non-GAAP EPS of $1.67 beats by $0.17 . Revenue of $1.23B (+7.9% Y/Y) beats by $70M . Sales of $1.23 billion, up 8 percent from last year First-quarter diluted EPS of $1.40; adjusted EPS of $1.67 Net income margin of 8.0 percent; adjusted EBITDA margin of 18.8 percent Raises 2026 outlook; now expects 2026 EPS of $4.70-$5.20, with adjusted EPS of $5.75-$6.25 (vs. consensus of $5.88) More on Timken The Timken Company: On A Roll And Reasonably Valued The Timken Company (TKR) Presents at 18th Annual Evercore Industrial Conference - Slideshow The Timken Company (TKR) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Timken Q1 2026 Earnings Preview Small- and mid-cap industrials enter ‘next wave’ for rebalancing: J.P. Morgan
Vermilion Energy press release ( VET ): Q1 GAAP EPS of -C$0.92. Generated C$232 million (C$1.52/basic share) of fund flows from operations ("FFO") and $98 million of free cash flow ("FCF"), fully fundingC$135 million of exploration and development ("E&D") capital expenditures while strengthening the balance sheet and returning cash toshareholders. More on Vermilion Energy Inc. Vermilion Energy Inc...
Vermilion Energy press release ( VET ): Q1 GAAP EPS of -C$0.92. Generated C$232 million (C$1.52/basic share) of fund flows from operations ("FFO") and $98 million of free cash flow ("FCF"), fully fundingC$135 million of exploration and development ("E&D") capital expenditures while strengthening the balance sheet and returning cash toshareholders. More on Vermilion Energy Inc. Vermilion Energy Inc. 2025 Q4 - Results - Earnings Call Presentation Vermilion Well-Positioned For European Natural Gas Price Spike Vermilion Energy: A Deep Value Natural Gas Play That's Still Too Cheap Vermilion reports strong Q1 output, expands Germany footprint, exits Croatia asset Best performing energy foreign stocks YTD