Investors should scoop up shares of Davita as demand for the company's treatments picks up, according to Deutsche Bank. The bank upgraded the dialysis service provider to buy from hold. Is also raised its price target to $220 from $126, implying 40% upside from Tuesday's close. Davita reported better-than-expected earnings for the first quarter on Tuesday, sending shares nearly 6% higher in off-ho...
Investors should scoop up shares of Davita as demand for the company's treatments picks up, according to Deutsche Bank. The bank upgraded the dialysis service provider to buy from hold. Is also raised its price target to $220 from $126, implying 40% upside from Tuesday's close. Davita reported better-than-expected earnings for the first quarter on Tuesday, sending shares nearly 6% higher in off-hours trading. DVA 5D mountain DVA rises "The two shining stars of the quarter were: (1) Revenue per treatment; (2) Treatment growth," analyst Pito Chickering said Tuesday in a note to clients. "At this point, we are unable to sit on the sidelines." Treatments came in 10 basis points above analysts' consensus estimate for the first quarter, according to Deutsche Bank. The company also said it expects demand for treatments to increase by between 20 and 50 basis points for the current year. Davita's revenue per treatment was $417.59 for the period, topping the Street's expectation of $8.30. That marks a 4.4% increase in treatment revenue on a year-over-year basis. "There are still a lot of variables like new starts/ mortality which can impact these numbers. Bears are playing for treatment growth structurally impacted by both SGLT2 inhibitors plus GLP-1 impacts, but with treatment growth moving up for the first time in years, we believe these headwinds simply aren't coming in as bears hoped for," Chickering wrote. Deutsche Bank's call goes against consensus on the Street. Of the 10 analysts covering DaVita, 6 have a hold on the stock, LSEG data shows. Shares have risen 38% in the year to date.
(RTTNews) - NRG Energy, Inc. (NRG), an energy and home services company, Wednesday reported lower earnings for the first quarter compared to the same period last year, despite higher revenues.
(RTTNews) - NRG Energy, Inc. (NRG), an energy and home services company, Wednesday reported lower earnings for the first quarter compared to the same period last year, despite higher revenues.
Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations w...
Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations with industry giants such as Meta, AWS, and Google Cloud, highlight the broader industry trend of...
Britain's 'special relationship' with the United States may be under renewed scrutiny, but when it comes to football, it appears to be in fine health, writes Dan Roan.
Britain's 'special relationship' with the United States may be under renewed scrutiny, but when it comes to football, it appears to be in fine health, writes Dan Roan.
Bioventus press release ( BVS ): Q1 Non-GAAP EPS of $0.15 beats by $0.08 . Revenue of $132.1M (+6.6% Y/Y) beats by $2.2M . First quarter GAAP earnings of $0.04 per diluted share compared to the prior-year period loss of $0.04 per diluted share Non-GAAP earnings* of $0.15 per diluted share compared to $0.08 per diluted share in the prior-year period Cash from operations of $8.9 million increased $2...
Bioventus press release ( BVS ): Q1 Non-GAAP EPS of $0.15 beats by $0.08 . Revenue of $132.1M (+6.6% Y/Y) beats by $2.2M . First quarter GAAP earnings of $0.04 per diluted share compared to the prior-year period loss of $0.04 per diluted share Non-GAAP earnings* of $0.15 per diluted share compared to $0.08 per diluted share in the prior-year period Cash from operations of $8.9 million increased $28.3 million compared to the $19.3 million cash outflow in the prior-year period Company raises Non-GAAP EPS and Cash from Operations guidance and reaffirms revenue guidance for full year 2026 More on Bioventus Bioventus Inc. (BVS) Q4 2025 Earnings Call Transcript Bioventus Inc. 2025 Q4 - Results - Earnings Call Presentation Bioventus outlines $600M–$610M 2026 sales target with accelerated investment in PNS, PRP, and ultrasonics Bioventus Non-GAAP EPS of $0.24 beats by $0.02, revenue of $157.9M beats by $2.95M Seeking Alpha’s Quant Rating on Bioventus
CS Disco press release ( LAW ): Q1 Non-GAAP EPS of -$0.07 beats by $0.02 . Revenue of $41.88M (+14.3% Y/Y) beats by $1.58M . Software revenue was $34.7 million, up 12% compared to the first quarter of 2025. Adjusted EBITDA was $(3.5) million, an improvement of 32% compared to $(5.1) million in the first quarter of 2025. Second Quarter and Full Year 2026 Financial Outlook As of May 6, 2026, DISCO i...
CS Disco press release ( LAW ): Q1 Non-GAAP EPS of -$0.07 beats by $0.02 . Revenue of $41.88M (+14.3% Y/Y) beats by $1.58M . Software revenue was $34.7 million, up 12% compared to the first quarter of 2025. Adjusted EBITDA was $(3.5) million, an improvement of 32% compared to $(5.1) million in the first quarter of 2025. Second Quarter and Full Year 2026 Financial Outlook As of May 6, 2026, DISCO is issuing the following outlook for the second quarter of 2026 and fiscal year 2026: Second quarter of 2026: Software revenue in the range of $36.1 million - $37.1 million. Total revenue in the range of $41.5 million - $43.5 million vs. $41.93M consensus . Adjusted EBITDA in the range of $(4.5) million - $(2.5) million. Fiscal year 2026: Software revenue in the range of $146.0 million - $152.5 million. Total revenue in the range of $169.25 million - $178.75 million vs. $172.74M consensus (prior $167.0 million - $177.0 million). Adjusted EBITDA in the range of $(8.0) million - $(4.0) million. More on CS Disco CS Disco, Inc. 2025 Q4 - Results - Earnings Call Presentation CS Disco, Inc. (LAW) Q4 2025 Earnings Call Transcript CS Disco Makes Little Operating Progress As Competitive Pressures Persist CS Disco outlines new pricing model and targets adjusted EBITDA breakeven by Q4 2026 as generative AI adoption accelerates CS Disco beats top-line and bottom-line estimates; introduces Q1 and FY26 outlook
(RTTNews) - While reporting financial results for the first quarter on Wednesday, Marriott International, Inc. (MAR) provided its adjusted earnings and gross fee revenue guidance for the second quarter, and raised its outlook for the full-year 2026.
(RTTNews) - While reporting financial results for the first quarter on Wednesday, Marriott International, Inc. (MAR) provided its adjusted earnings and gross fee revenue guidance for the second quarter, and raised its outlook for the full-year 2026.
Microsoft (NASDAQ: MSFT) has been a disappointment to its shareholders this year, to say the least. While many other artificial intelligence (AI) stocks are at or near all-time highs, Microsoft is down around 15% so far in 2026. But that doesn't necessarily mean that it's going to stay there. When you look at how the company is actually doing and examine its valuation from a historical standpoint,...
Microsoft (NASDAQ: MSFT) has been a disappointment to its shareholders this year, to say the least. While many other artificial intelligence (AI) stocks are at or near all-time highs, Microsoft is down around 15% so far in 2026. But that doesn't necessarily mean that it's going to stay there. When you look at how the company is actually doing and examine its valuation from a historical standpoint, it becomes clear that Microsoft doesn't belong in a slump; it belongs at fresh all-time highs like its peers. I think it can make a monster comeback this year and notch a new all-time high by the end of 2026, so investors should take advantage of the low price that it's presenting now. Image source: Getty Images. Continue reading
Blaize ( BZAI ) shares fell over 23% premarket on Wednesday after the company priced an offering of 18.9M shares at $1.85 each to raise ~$35M. In addition, Blaize granted the underwriters a 30-day option to purchase up to an additional 2,837,837 shares of common stock at the public offering price. The offering is expected to close on May 7, 2026, subject to customary closing conditions. The compan...
Blaize ( BZAI ) shares fell over 23% premarket on Wednesday after the company priced an offering of 18.9M shares at $1.85 each to raise ~$35M. In addition, Blaize granted the underwriters a 30-day option to purchase up to an additional 2,837,837 shares of common stock at the public offering price. The offering is expected to close on May 7, 2026, subject to customary closing conditions. The company intends to use net proceeds from the offering for working capital and general corporate purposes. More on Blaize Holdings, Inc. Blaize Holdings' Market Opportunity In Physical AI May Deliver Growth Blaize: Revenue Guidance Is Vindicated, There's Light At The End Of The Tunnel Blaize Holdings, Inc. (BZAI) Q4 2025 Earnings Call Transcript Blaize plans public offering of common stock Blaize, NeoTensr enter into contract for up to $50M to deploy AI edge data center infrastructure
The United States market has experienced a positive trajectory, climbing 1.8% in the last week and rising 30% over the past year, with earnings expected to grow by 16% annually. In this environment, stocks with high insider ownership can be particularly appealing as they often indicate confidence from those who know the company best and may offer potential upside in alignment with broader market g...
The United States market has experienced a positive trajectory, climbing 1.8% in the last week and rising 30% over the past year, with earnings expected to grow by 16% annually. In this environment, stocks with high insider ownership can be particularly appealing as they often indicate confidence from those who know the company best and may offer potential upside in alignment with broader market growth trends.
HNI Corporation press release ( HNI ): Q1 Non-GAAP EPS of $0.34 beats by $0.05 . Revenue of $1.35B (+125.1% Y/Y) misses by $20M . GAAP diluted EPS for Q1 was $(0.55). On a non-GAAP basis, diluted EPS totaled $0.34 For the full year 2026, low-single digit organic net sales growth is expected in both segments Cost management — including the termination and reprioritization of projects at Steelcase, ...
HNI Corporation press release ( HNI ): Q1 Non-GAAP EPS of $0.34 beats by $0.05 . Revenue of $1.35B (+125.1% Y/Y) misses by $20M . GAAP diluted EPS for Q1 was $(0.55). On a non-GAAP basis, diluted EPS totaled $0.34 For the full year 2026, low-single digit organic net sales growth is expected in both segments Cost management — including the termination and reprioritization of projects at Steelcase, synergy recognition, and legacy network optimization savings will offset lower volume growth expectations and continued investment The Corporation expects to deliver a fifth straight year of double-digit non-GAAP EPS growth in 2026 More on HNI Corporation HNI Corporation: Doubling Down On Workplace Furnishings HNI Corporation Q1 Preview: Steelcase Integration Needs To Show It Was Worth It HNI Corporation (HNI) Q4 2025 Earnings Call Transcript HNI Corporation Q1 2026 Earnings Preview HNI signals fifth year of double-digit EPS growth with $120M synergy target following Steelcase acquisition
Consider this a thought experiment about leadership concentration at a high-multiple stock. Palantir (NASDAQ: PLTR) CEO Alex Karp has given no indication he plans to leave. But with a market capitalization of $325.8 billion and a P/E ratio of 154, the question of how much of that premium is tied to one founder is fair ... What Happens to Palantir If Alex Karp Steps Down?
Consider this a thought experiment about leadership concentration at a high-multiple stock. Palantir (NASDAQ: PLTR) CEO Alex Karp has given no indication he plans to leave. But with a market capitalization of $325.8 billion and a P/E ratio of 154, the question of how much of that premium is tied to one founder is fair ... What Happens to Palantir If Alex Karp Steps Down?