BCE press release ( BCE ): Q1 Non-GAAP EPS of C$0.63 beats by C$0.05 . Revenue of C$6.17B (+4.0% Y/Y) beats by C$80M . Bell Business Markets revenue2 up 9.7% on 113% growth in AI-powered solutions revenue2, driven by strong demand for Ateko, Bell Cyber and Bell AI Fabric Strong contribution from acquisition of Ziply Fiber on August 1, 2025 49,525 residential fibre-to-the-home (FTTH) Internet net s...
BCE press release ( BCE ): Q1 Non-GAAP EPS of C$0.63 beats by C$0.05 . Revenue of C$6.17B (+4.0% Y/Y) beats by C$80M . Bell Business Markets revenue2 up 9.7% on 113% growth in AI-powered solutions revenue2, driven by strong demand for Ateko, Bell Cyber and Bell AI Fabric Strong contribution from acquisition of Ziply Fiber on August 1, 2025 49,525 residential fibre-to-the-home (FTTH) Internet net subscriber3 activations, including Ziply Fiber, up 3.2%, contributing to 15% Internet revenue growth 16,947 postpaid mobile phone net subscriber3 activations, up 26,545 year over year Crave subscriptions up 25% to 4.74 million, driven by strong direct-to-consumer streaming growth; Q1 was the most watched quarter in Crave history More on BCE Inc. BCE Inc. (BCE:CA) Shareholder/Analyst Call Transcript BCE Inc. (BCE:CA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript BCE: Slow Growth In 2026 Against Sustainable Business Mix Historical earnings data for BCE Inc. Dividend scorecard for BCE Inc.
Aleksandr Fedosov/iStock Editorial via Getty Images In our last update , we analyzed Ermenegildo Zegna N.V. ( ZGN ) 2025 results. We were positively impressed by the company's solid set of results, with top-line sales reaching €1.91 billion and performance holding up better than peers. That said, we reiterated a neutral view. This was supported by Macro Uncertainty , with regional headwinds from t...
Aleksandr Fedosov/iStock Editorial via Getty Images In our last update , we analyzed Ermenegildo Zegna N.V. ( ZGN ) 2025 results. We were positively impressed by the company's solid set of results, with top-line sales reaching €1.91 billion and performance holding up better than peers. That said, we reiterated a neutral view. This was supported by Macro Uncertainty , with regional headwinds from the escalation in the Middle East and potential margin pressure. Given a fair valuation and our revised 2026 projections, Zegna's stock offered only modest upside. As a result, we concluded to wait for a more compelling entry point. This was not a good call, and Zegna shares have increased by almost 19%. Therefore, today, we are back to comment on the company's performance after the Q1 release. Mare Ev. Lab Previous Rating Update Fig. 1 Q1 Results Zegna reported only top-line sales data, split by segments, geographic areas, and distribution channels. That said, our deep dive remains on the company's Q&A call insights and long-term view, which we will assess in the next paragraph. The company reported Q1 organic sales growth of +7%, exceeding the Wall Street consensus of +6%. In terms of turnover, the group reached €470 million. The real growth engine was the Zegna and Tom Ford Fashion brands, up 11% and 5% organically, respectively (Fig. 2). On the other hand, Thom Browne's sales were down by 3%. By channel, the company reported (again) solid DTC momentum, especially in the Zegna brand. On the other hand, wholesale sales reached €64.3 million, down 19.1% year-on-year. By geography, the company reported solid performances in all regions. Most importantly, China turned positive (+5.3% - Fig. 3) after a prolonged period of underperformance and lower sales growth. The Americas and the EU were up by 17.5% and 1.4%, respectively. Zegna sales by brand Fig. 2 Zegna sales by GEO Fig. 3 Why are we still Neutral? Heightened global uncertainty has weighed (once again) on investor sentim...
Editor's note: Seeking Alpha is proud to welcome The Quality Growth Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Waste to Energy Facility Art Wager/iStock via Getty Images The Investment Thesis Duri...
Editor's note: Seeking Alpha is proud to welcome The Quality Growth Investor as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Waste to Energy Facility Art Wager/iStock via Getty Images The Investment Thesis During its Q1 2026 earnings release on the 6th of May 2026, Clean Harbors, Inc. ( CLH ) reported record revenues of $1.46 billion in Q1 2026 . EPS beat expectations by 4.8% ($1.19 vs. $1.14), as did adjusted EBITDA ($247.9m vs. $242.5m expected), and management raised full-year EBITDA guidance by $40m (a $1.27 billion midpoint). Despite this, CLH stock was hammered in morning trading. The stock had previously enjoyed a rally of more than 50% since November 2025 due to strong earnings and the growing momentum of its PFAS platform. Clearly, markets were pricing in an even more significant beat. The post-earnings stock pullback reflects an inherent overvaluation of CLH stock (my valuation models were predicting a fair value for CLH of $290 vs. the $310 pre-earnings share price). However, I still believe CLH is well positioned to continue delivering strong earnings on the back of a growing PFAS opportunity set, expanded capacity in its Environmental Services segment, and macroeconomic tailwinds owing to an increased oil price, which should benefit its oil recycling business. As proven by Q1 earnings, CLH's capacity for consistent future EPS growth qualifies it as a quality growth stock, and with the latest pullback, CLH shares are now at an attractive entry point for investors looking for consistent and compounding returns over the long-term. Why This is a Buying Opportunity Now I admit, environmental service companies don’t typically attract the same level of excitement as an AI infrastructure or semiconductor stock. But for investors who are interested in investing in a quality-g...
Scorpio Tankers are primed to continue outperforming, even as the U.S. and Iran appear to near the end of their war, according to Bank of America. The bank upgraded the oil transport name to buy from underperform. It also raised its price target on shares to $100 from $76, implying 21% upside from Wednesday's close. The tanker shipper is poised to get a boost "on the sustainability of high rates a...
Scorpio Tankers are primed to continue outperforming, even as the U.S. and Iran appear to near the end of their war, according to Bank of America. The bank upgraded the oil transport name to buy from underperform. It also raised its price target on shares to $100 from $76, implying 21% upside from Wednesday's close. The tanker shipper is poised to get a boost "on the sustainability of high rates and inventory replenishment needs, even as/if hostilities with Iran end," analyst Ken Hoexter said Wednesday in a note. "We expect rates to decline, yet remain at a historically elevated level for the next few quarters, generating significant free cash." As of late Wednesday, Iran and U.S. were closing in on a one-page memorandum that would begin discussions on key issues between the warring nations, putting them on the path to a peace agreement. Since the start of the conflict in late February, Scorpio Tankers has booked more business due to increased ton mile demand. That has boosted its stock, which is up 62% this year. STNG YTD mountain STNG year to date The firm saw higher bookings for its specialized vessels such as its Long Rang 2 and MR product tankers versus Bank of America's estimates, per its analyst's note. Bank of America's call falls in line with consensus on the Street. Of the 11 analysts covering Scorpio, nine have a buy or strong buy on the stock, LSEG data shows.
Planet Fitness press release ( PLNT ): Q1 Non-GAAP EPS of $0.74 beats by $0.11 . Revenue of $337.2M (+21.9% Y/Y) beats by $39.33M . System-wide same club sales increased 3.5%. System-wide sales increased $88.0 million to $1.4 billion, from $1.3 billion in the prior year period. Net income attributable to Planet Fitness, Inc. was $51.6 million, or $0.65 per diluted share, compared to $41.9 million,...
Planet Fitness press release ( PLNT ): Q1 Non-GAAP EPS of $0.74 beats by $0.11 . Revenue of $337.2M (+21.9% Y/Y) beats by $39.33M . System-wide same club sales increased 3.5%. System-wide sales increased $88.0 million to $1.4 billion, from $1.3 billion in the prior year period. Net income attributable to Planet Fitness, Inc. was $51.6 million, or $0.65 per diluted share, compared to $41.9 million, or $0.50 per diluted share, in the prior year period. Net income increased $9.7 million to $51.8 million, compared to $42.1 million in the prior year period. Adjusted net income(1) increased $9.4 million to $59.4 million, or $0.74 per diluted share(1), compared to $50.0 million, or $0.59 per diluted share, in the prior year period. Adjusted EBITDA(1) increased $22.9 million to $139.9 million from $117.0 million in the prior year period. 2026 Outlook For the year ending December 31, 2026, the Company is reiterating the following expectations: New equipment placements of approximately 150 to 160 in franchisee-owned locations. System-wide new club openings of approximately 180 to 190 locations. More on Planet Fitness Planet Fitness Is Nearing An Upgrade After Its Massive Plunge Planet Fitness: Weak Outlook Overshadows Strong Q4 Planet Fitness: Sharp Dip This Year Is A Great Buying Opportunity Planet Fitness Q1 2026 Earnings Preview Jefferies likes these consumer stocks if the Iran conflict is resolved
Trex press release ( TREX ): Q1 Non-GAAP EPS of $0.59 beats by $0.08 . Revenue of $343M (+0.9% Y/Y) beats by $3.1M . Adjusted EBITDA of $103 million compared favorably to an adjusted EBITDA of $101 million in the prior year. Free cash flow was ($143) million, a 39% improvement from last year, reflecting effective management of working capital and lower capital expenditures as we finish the new Lit...
Trex press release ( TREX ): Q1 Non-GAAP EPS of $0.59 beats by $0.08 . Revenue of $343M (+0.9% Y/Y) beats by $3.1M . Adjusted EBITDA of $103 million compared favorably to an adjusted EBITDA of $101 million in the prior year. Free cash flow was ($143) million, a 39% improvement from last year, reflecting effective management of working capital and lower capital expenditures as we finish the new Little Rock facility. More on Trex Trex Company: Resilience Is Well-Founded, But Upside Is Wobbly Trex Company, Inc. (TREX) Q4 2025 Earnings Call Transcript Trex Q1 2026 Earnings Preview Trex outlines $1.185B–$1.23B 2026 sales target as CEO transition and railing momentum drive outlook Seeking Alpha’s Quant Rating on Trex
CEO of Danish shipping group says increased costs due to higher fuel bills passed on to customers Business live – latest updates The boss of the shipping company Maersk has said the reopening of the strait of Hormuz would have a “limited impact” on cargo flows, as the industry grapples with a sharp rise in energy costs. Vincent Clerc, chief executive of the Danish shipping group, said its fuel bil...
CEO of Danish shipping group says increased costs due to higher fuel bills passed on to customers Business live – latest updates The boss of the shipping company Maersk has said the reopening of the strait of Hormuz would have a “limited impact” on cargo flows, as the industry grapples with a sharp rise in energy costs. Vincent Clerc, chief executive of the Danish shipping group, said its fuel bill had nearly doubled since the start of the conflict, adding as much as $500m (£367m) in costs per month, but it had passed this on to its customers through higher freight rates. Continue reading...
Two Singapore residents who were on board the hantavirus-hit cruise ship MV Hondius are currently being isolated at the National Centre for Infectious Diseases (NCID), where they are being tested for the virus. “Their test results are pending. One has a runny nose but is otherwise well, and the other is asymptomatic. The risk to the general public in Singapore is currently low,” the Communicable D...
Two Singapore residents who were on board the hantavirus-hit cruise ship MV Hondius are currently being isolated at the National Centre for Infectious Diseases (NCID), where they are being tested for the virus. “Their test results are pending. One has a runny nose but is otherwise well, and the other is asymptomatic. The risk to the general public in Singapore is currently low,” the Communicable Diseases Agency (CDA) said on Thursday. CDA said it was notified on Monday and Tuesday that the...
Marcus North, a former Australia international and Durham's director of cricket, is set to become the first foreigner in charge of selecting the England men's team.
Marcus North, a former Australia international and Durham's director of cricket, is set to become the first foreigner in charge of selecting the England men's team.
Revenue of $744.7 million and Direct-to-Consumer (“DTC”) Revenue of $291.8 million Revenue Increased 9.7% Sequentially and 5.5% Year Over Year DTC Platforms Revenue Increased 16.7% Sequentially and 62.8% Year Over Year
Revenue of $744.7 million and Direct-to-Consumer (“DTC”) Revenue of $291.8 million Revenue Increased 9.7% Sequentially and 5.5% Year Over Year DTC Platforms Revenue Increased 16.7% Sequentially and 62.8% Year Over Year
(RTTNews) - Indian shares fell slightly on Thursday after posting strong gains in the previous session following reports that the U.S. and Iran are close to reaching a deal to end their conflict.
(RTTNews) - Indian shares fell slightly on Thursday after posting strong gains in the previous session following reports that the U.S. and Iran are close to reaching a deal to end their conflict.
onurdongel/iStock via Getty Images Rockwell Automation ( ROK ) delivered a strong close to q2’26 with a top- and bottom-line beat and raise for the remainder of eFY26, exhibiting a strong market for process technology. With inflationary pressures looming as a major concern for manufacturers, particularly with higher fuel and commodity prices, I believe the rationale behind investing in autonomous ...
onurdongel/iStock via Getty Images Rockwell Automation ( ROK ) delivered a strong close to q2’26 with a top- and bottom-line beat and raise for the remainder of eFY26, exhibiting a strong market for process technology. With inflationary pressures looming as a major concern for manufacturers, particularly with higher fuel and commodity prices, I believe the rationale behind investing in autonomous technologies and manufacturing modernization programs will become more prevalent over the coming quarters in order to shore up costs. In addition to this, there may be a major transition for domestic and European automotive manufacturers over the coming quarters as governments hold talks about turning to munitions and drone manufacturing to support militarization efforts, returning to wartime production and potentially delivering increased investments towards retooling factory floors. With an appealing market backdrop for the coming years, I am reiterating my Strong Buy for ROK shares with a price target of $553/share at 26.58x eFY27 EV/aEBITDA. Rockwell Automation Operational Update Corporate Filings Rockwell reported a strong close to q2’26 with revenue sustaining double-digit year-over-year growth while broadening the segment operating margin by 347bps. Growth was underpinned by strong demand across the e-commerce, warehouse automation, data center, semiconductor, and energy markets driven by industrial reshoring and expanded domestic operations. Semiconductor fabrication can be a long-tailed growth market for Rockwell over the coming years with an estimated $1.5T in global investments for new capacity. This includes 18 new fab construction projects that started in 2025 that are expected to commence operations in 2026-2027, potentially delivering increased investments in process control technology for Rockwell over the coming years. As for large-scale data centers, the global capacity is expected to double by 2030 to 200 GW, creating an opportunity for Rockwell with its ...
Thapana Onphalai/iStock via Getty Images Another stock caught in the SaaSpocalypse downdraft during late 2025 and early 2026 is PagerDuty, Inc. ( PD ). Extra panic selling from this broader Wall Street theme on top of rather punk business growth expected this year have combined to plummet the stock quote under $6 in April from a high trade close to $20 last March. The key to PagerDuty's future wil...
Thapana Onphalai/iStock via Getty Images Another stock caught in the SaaSpocalypse downdraft during late 2025 and early 2026 is PagerDuty, Inc. ( PD ). Extra panic selling from this broader Wall Street theme on top of rather punk business growth expected this year have combined to plummet the stock quote under $6 in April from a high trade close to $20 last March. The key to PagerDuty's future will revolve around whether subscriber growth reappears later in 2026. If it doesn't, I suspect the share price will remain under $10 into early 2027, maybe falling to new lows around $5. However, the stock valuation is incredibly cheap, and short selling has been part of the puzzle driving the price lower. If any good news from the company is reported in the coming months, I can envision a quick +50% gain above $10 could be next. Short covering potential alongside the decent odds of a reversion-to-the-mean-like move for PD's valuation (with oversold software and SaaS equities generally) has convinced me to put a 6-month to 12-month Buy rating on PagerDuty. Let's review some of the logic for my contrarian optimism. The Business PagerDuty is a leading pick in cloud monitoring and website downtime alerting for businesses of all sizes. The company has been an early adopter of artificial intelligence [AI] to sort, label, and prioritize mountains of website access data. Nearly 70% of the Fortune 100 use PD products at one level or another in their networking/digital operations. 15,000+ paid customers and revenue approaching $500 million annually highlight the utility of its software. PagerDuty - Q4 2026 (Ending January) Earnings Presentation PagerDuty - Q4 2026 (Ending January) Earnings Presentation PagerDuty - Q4 2026 (Ending January) Earnings Presentation PagerDuty - Q4 2026 (Ending January) Earnings Presentation Extremely Low Valuation Bulls can point to a far less expensive valuation than peers in the computer/cloud security field or PagerDuty's past five years of trading histo...