UroGen Pharma press release ( URGN ): Q1 GAAP EPS of -$0.47 beats by $0.01 . Revenue of $51M (+151.2% Y/Y) beats by $6.18M . The Company continues to expect 2026 net product revenue for JELMYTO to be in the range of $97 million to $101 million. This implies a year-over-year growth rate of approximately 3% to 7% over the $94 million of JELMYTO revenue reported in 2025. The Company is not providing ...
UroGen Pharma press release ( URGN ): Q1 GAAP EPS of -$0.47 beats by $0.01 . Revenue of $51M (+151.2% Y/Y) beats by $6.18M . The Company continues to expect 2026 net product revenue for JELMYTO to be in the range of $97 million to $101 million. This implies a year-over-year growth rate of approximately 3% to 7% over the $94 million of JELMYTO revenue reported in 2025. The Company is not providing full-year 2026 revenue guidance for ZUSDURI at this time, as the product remains in the early stages of its commercial launch. The Company continues to expect full-year 2026 operating expenses to be in the range of $240 million to $250 million, including non-cash share-based compensation expense of $20 million to $24 million. More on UroGen Pharma UroGen: ZUSDURI Poised To Replace TURBT Surgery As SOC In Certain Bladder Cancers UroGen Pharma Ltd. (URGN) Q4 2025 Earnings Call Transcript UroGen Pharma Q1 2026 Earnings Preview UroGen outlines $1B peak revenue goal for ZUSDURI amid accelerated adoption and expanded pipeline Seeking Alpha’s Quant Rating on UroGen Pharma
The US is blocking the employment of Cuban doctors around the world – and the poorest will suffer the costs US pressure on Cuba is rising. A country that has already been under US-led and enforced embargos for almost 70 years, Cuba is now in the crosshairs of the Trump administration, with a new policy that is isolating it further and having a devastating effect on Latin America and the Caribbean....
The US is blocking the employment of Cuban doctors around the world – and the poorest will suffer the costs US pressure on Cuba is rising. A country that has already been under US-led and enforced embargos for almost 70 years, Cuba is now in the crosshairs of the Trump administration, with a new policy that is isolating it further and having a devastating effect on Latin America and the Caribbean. The US has blocked the employment of Cuban doctors, medical professionals who go where others fear to tread and who have propped up healthcare across the region for decades. I spoke to the Guardian’s South America correspondent, Tiago Rogero, about the impact of Trump’s policy and what makes Cuban doctors special. Continue reading...
FuboTV Inc. press release ( FUBO ): Q2 GAAP EPS of -$0.07 beats by $0.26 . Revenue of $1.57B (+0.6% Y/Y) misses by $10M . Adjusted EBITDA 3 of $37.7 million, compared to Q2 fiscal 2025 Pro Forma Adjusted EBITDA 3 of $1.4 million. Cash Position: Fubo ended the quarter with $244 million in cash, cash equivalents and restricted cash on hand. Guidance and Long-Term Financial Targets Fubo is reaffirmin...
FuboTV Inc. press release ( FUBO ): Q2 GAAP EPS of -$0.07 beats by $0.26 . Revenue of $1.57B (+0.6% Y/Y) misses by $10M . Adjusted EBITDA 3 of $37.7 million, compared to Q2 fiscal 2025 Pro Forma Adjusted EBITDA 3 of $1.4 million. Cash Position: Fubo ended the quarter with $244 million in cash, cash equivalents and restricted cash on hand. Guidance and Long-Term Financial Targets Fubo is reaffirming its Fiscal 2026 Pro Forma Adjusted EBITDA 4 guidance range of $80 million to $100 million. Fubo is reaffirming its Fiscal 2028 Adjusted EBITDA 4 target of at least $300 million. Positive Free Cash Flow 4 remains expected in Fiscal 2027 and Fiscal 2028 under Fubo’s current operating plan. Fiscal 2026 ending cash, cash equivalents and restricted cash is expected to be at least $200 million. More on FuboTV Inc. FuboTV: Reverse Split Bottom FuboTV's Surge Means Mr. Market Is Finally Growing On This Show Most and least shorted communications services stocks with up to $2B market cap as of end-April FuboTV rallies on upbeat outlook, positive free cash flow Seeking Alpha’s Quant Rating on FuboTV Inc.
Stephen Schork, principal and editor at The Schork Group, explains how a potential deal to end the Iran war can impact the global oil market and why US gasoline prices are unlikely to reach $5 a gallon. (Source: Bloomberg)
Stephen Schork, principal and editor at The Schork Group, explains how a potential deal to end the Iran war can impact the global oil market and why US gasoline prices are unlikely to reach $5 a gallon. (Source: Bloomberg)
JHVEPhoto/iStock Editorial via Getty Images Shares of Super Micro Computer ( SMCI ) surged about 13% premarket on Wednesday after fiscal third-quarter results and outlook, but analysts remained largely neutral, citing corporate governance concerns. J.P. Morgan kept its Neutral rating but raised the price target on the stock to $32 from $28. "We reiterate our Neutral rating, as even though the robu...
JHVEPhoto/iStock Editorial via Getty Images Shares of Super Micro Computer ( SMCI ) surged about 13% premarket on Wednesday after fiscal third-quarter results and outlook, but analysts remained largely neutral, citing corporate governance concerns. J.P. Morgan kept its Neutral rating but raised the price target on the stock to $32 from $28. "We reiterate our Neutral rating, as even though the robust demand environment and margin recovery is encouraging, the corporate governance uncertainties, incremental costs from potential capital raises, and the competitive pricing dynamics in AI server industry limit our ability to get more constructive at current levels," said analysts led by Samik Chatterjee. The analysts noted that Super Micro delivered a robust beat in the fiscal third quarter (March-end) driven by the company delivering better than expected execution relative to the previously guided gross margin expansion, even while delays relative to customer readiness resulted in a push out of some revenue into the fiscal fourth quarter and beyond. The analysts added that Super Micro's management noted that customer site readiness challenges, due to power or networking, were experienced across several customers and were not limited to one customer, suggesting that management execution relative to diversification (two 10%+ customers: 27% and 10% versus one customer representing 63% of revenues in the fiscal second quarter) as well as associated margin expansion is more sustainable. "However, key concerns from the print relate to: 1) corporate governance remains a persistent overhang, as the Board is conducting an independent investigation, with outside counsel and forensic firms, in relation to former employees involved in alleged export control violations (Super Micro is not a named defendant in the indictment), while the company is yet to fully execute on recommendations from its prior independent investigation, 2) likely incremental pressures in terms of availability ...
La Nación has been critical of Costa Rica president and Donald Trump ally, Rodrigo Chavez The US state department has cancelled tourist visas for more than half of the board members of Costa Rica’s leading national newspaper, La Nación, which has been a critical voice against the country’s president, Rodrigo Chaves, an ally of Donald Trump. During Chaves’s 2022 presidential campaign, La Nación pub...
La Nación has been critical of Costa Rica president and Donald Trump ally, Rodrigo Chavez The US state department has cancelled tourist visas for more than half of the board members of Costa Rica’s leading national newspaper, La Nación, which has been a critical voice against the country’s president, Rodrigo Chaves, an ally of Donald Trump. During Chaves’s 2022 presidential campaign, La Nación published several articles documenting allegations of sexual harassment against him that had forced him out of his job at the World Bank. The paper also reported on allegations of illegal campaign financing , which Chaves denied . Continue reading...
Millrose Properties press release ( MRP ): Q1 FFO of $0.76 misses by $0.01 . Revenue of $194.9M (+135.7% Y/Y) misses by $6M . Net income attributable to Millrose common shareholders of $122.9 million, or $0.74 per share The Company is reaffirming its previously issued guidance from its fourth quarter and full year 2025 earnings call. First quarter results and pipeline activity remain consistent wi...
Millrose Properties press release ( MRP ): Q1 FFO of $0.76 misses by $0.01 . Revenue of $194.9M (+135.7% Y/Y) misses by $6M . Net income attributable to Millrose common shareholders of $122.9 million, or $0.74 per share The Company is reaffirming its previously issued guidance from its fourth quarter and full year 2025 earnings call. First quarter results and pipeline activity remain consistent with these expectations. The Company expects to deploy approximately $1 billion of additional invested capital by mid-2026 using existing debt capacity, targeting a second quarter exit quarterly AFFO run rate of $0.78–$0.80 per share. (FFO consensus at $0.78) Based on current pipeline depth, total net new capital deployment of up to $2 billion is expected for full year 2026 – implying approximately 10% year-over-year AFFO per share growth. More on Millrose Properties Millrose Properties: Near-Term Volatility, 10% Yield, And Strong Growth Expectations Give Long-Term Appeal Millrose Properties, Inc. (MRP) Q4 2025 Earnings Call Transcript Millrose Properties: An Attractive 9+% Yield As Portfolio Ramps Up Millrose Properties Q1 2026 Earnings Preview Quant snapshot: Lumentum, Fastly among top-rated names as SUI Group, Service Properties lag
onurdongel/iStock via Getty Images Introduction Advanced Energy ( AEIS ) is a precision power conversion supplier sitting at the intersection of two of the most important capital cycles unfolding currently: the AI data center buildout and the leading-edge semiconductor capex cycle. When we look at the market today, we see that very few sub-$15B companies offer this kind of dual exposure with the o...
onurdongel/iStock via Getty Images Introduction Advanced Energy ( AEIS ) is a precision power conversion supplier sitting at the intersection of two of the most important capital cycles unfolding currently: the AI data center buildout and the leading-edge semiconductor capex cycle. When we look at the market today, we see that very few sub-$15B companies offer this kind of dual exposure with the operating leverage profile that the firm has. Management confirmed in the Q1 earnings call that the diversification strategy is actually paying off across both verticals at the same time, with Data Center Computing more than doubling YoY while semiconductor forecasts strengthened considerably during the quarter. Advanced Energy Price Chart (Seeking Alpha) The Q1 earnings were a good one in our view, but the post-earnings reaction was not. The stock dropped roughly 10% despite a beat and a meaningful raise to the full-year growth outlook. We believe this drop creates an opportunity, as there is a bigger picture here. The company now has visibility through 2027 and beyond, with new product cycles ramping in semiconductors and second-wave customers qualifying in Data Center. This is not a set-and-forget stock at the present time given the rich multiple, but we believe the post-pullback risk/reward looks more reasonable for investors that are willing to tolerate the valuation volatility. Data center is the engine, but there is a bigger picture Data Center Computing posted record revenue of $194M during the quarter, growing 102% YoY and 9% sequentially, and management raised the full-year growth outlook for the segment from "over 30%" up to "mid-30s." The key point here is that the second-wave hyperscaler customer revenue (where qualification builds are starting this quarter, with initial production slated for late 2026) is not yet embedded in that mid-30s guide, which is, in our opinion, where the real upside potential sits for both 2026 and 2027. The bigger structural story is ...