Jonathan Kitchen Global equities have remained resilient despite escalating tensions in the Middle East, with strong corporate earnings continuing to underpin the rally, according to Capital.com senior market analyst Kyle Rodda in an interview with Seeking Alpha. “The markets are pricing in the best-case scenario when it comes to the war,” Rodda said, warning that such optimism “could prove to be ...
Jonathan Kitchen Global equities have remained resilient despite escalating tensions in the Middle East, with strong corporate earnings continuing to underpin the rally, according to Capital.com senior market analyst Kyle Rodda in an interview with Seeking Alpha. “The markets are pricing in the best-case scenario when it comes to the war,” Rodda said, warning that such optimism “could prove to be a fatal conceit.” The comments come as investors track the Iran situation, where tensions have raised concerns over potential disruptions in the Strait of Hormuz, a key chokepoint for global oil flows. While there have been intermittent signs of de-escalation, the risk of supply disruptions remains, keeping energy markets volatile and markets sensitive to further headlines. Rodda said the strength in equities is primarily earnings-driven. First-quarter earnings growth of 27% has significantly outpaced the 13% consensus estimate heading into the reporting season. “The main driver of this rally is Wall Street’s remarkable earnings growth,” he said. The Federal Reserve, meanwhile, has taken a back seat in the current market narrative. The central bank kept interest rates unchanged at its latest meeting and signaled it would look through energy-driven inflation pressures for now, even as uncertainty around the outlook persists. “It’s a small part,” Rodda said, referring to the Fed’s role, noting that markets have continued to reach record highs despite policy ambiguity. Oil remains the key risk to equities. Rodda said Brent crude above $130 per barrel would pose a significant challenge, particularly if price gains are sharp and sustained. “Higher, faster, and longer is the worst-case scenario,” he said. If geopolitical tensions intensify and energy prices remain elevated, Rodda warned U.S. equities could enter a bear market, falling 20%–25% over the next six to 12 months. More on markets The U.S.-Iran Hormuz Deal: Last Chance To Prevent Oil Spike To $200 This Market Looks Like ...
Vericel press release ( VCEL ): Q1 GAAP EPS of -$0.12 beats by $0.03 . Revenue of $68.4M (+30.0% Y/Y) beats by $4.78M . Non-GAAP adjusted EBITDA increased 195% to $9.6 million, or 14% of revenue Operating cash flow of $16.4 million Free cash flow of $15.1 million Approximately $211 million in cash and investments, and no debt More on Vericel Vericel Corporation 2025 Q4 - Results - Earnings Call Pr...
Vericel press release ( VCEL ): Q1 GAAP EPS of -$0.12 beats by $0.03 . Revenue of $68.4M (+30.0% Y/Y) beats by $4.78M . Non-GAAP adjusted EBITDA increased 195% to $9.6 million, or 14% of revenue Operating cash flow of $16.4 million Free cash flow of $15.1 million Approximately $211 million in cash and investments, and no debt More on Vericel Vericel Corporation 2025 Q4 - Results - Earnings Call Presentation Vericel Corporation (VCEL) Q4 2025 Earnings Call Transcript Vericel Q1 2026 Earnings Preview Vericel secures $197M BARDA deal, boosting NexoBrid supply plans Seeking Alpha’s Quant Rating on Vericel
India’s military is exploring alternative energy sources amid surging oil and gas prices caused by supply disruption from the Iran war, a trend that analysts say is set to accelerate among Asian countries heavily dependent on energy imports. According to local media reports, the Indian army plans to get biogas stoves to replace natural gas-fired appliances for cooking. It is also exploring the use...
India’s military is exploring alternative energy sources amid surging oil and gas prices caused by supply disruption from the Iran war, a trend that analysts say is set to accelerate among Asian countries heavily dependent on energy imports. According to local media reports, the Indian army plans to get biogas stoves to replace natural gas-fired appliances for cooking. It is also exploring the use of green fuels for army vehicles and administrative work, as well as solar and wind power for...
Payoneer Global press release ( PAYO ): Q1 GAAP EPS of $0.06 beats by $0.02 . Revenue of $261.6M (+6.1% Y/Y) beats by $7.31M . 2026 guidance is as follows: Revenue $1,100 million - $1,140 million vs. consenssus of $1.11B Transaction costs ~15.0% of revenue Adjusted EBITDA 1 $285 million to $295 million Click to enlarge More on Payoneer Global Payoneer: Never Happy Despite Hidden Growth Payoneer Gl...
Payoneer Global press release ( PAYO ): Q1 GAAP EPS of $0.06 beats by $0.02 . Revenue of $261.6M (+6.1% Y/Y) beats by $7.31M . 2026 guidance is as follows: Revenue $1,100 million - $1,140 million vs. consenssus of $1.11B Transaction costs ~15.0% of revenue Adjusted EBITDA 1 $285 million to $295 million Click to enlarge More on Payoneer Global Payoneer: Never Happy Despite Hidden Growth Payoneer Global Inc. 2025 Q4 - Results - Earnings Call Presentation Payoneer Global Inc. (PAYO) Q4 2025 Earnings Call Transcript Payoneer Global Q1 2026 Earnings Preview Payoneer signals 12% core revenue growth and $90M adjusted EBITDA target for 2026 amid upmarket shift and stablecoin expansion
(RTTNews) - Vital Farms (VITL), an Ethical Food Company, on Thursday reported loss in the first quarter compared with the previous year. The company has lowered net revenue and adjusted EBITDA guidance.
(RTTNews) - Vital Farms (VITL), an Ethical Food Company, on Thursday reported loss in the first quarter compared with the previous year. The company has lowered net revenue and adjusted EBITDA guidance.
About 120 journalists and broadcast staff expected to protest about pay freeze as STV invests in new radio station UK politics live – latest updates Coverage of Scotland’s election counts by STV, the commercial broadcaster, is expected to be heavily hit by strike action in an escalating dispute over pay. The National Union of Journalists and the technical union Bectu have targeted STV’s election r...
About 120 journalists and broadcast staff expected to protest about pay freeze as STV invests in new radio station UK politics live – latest updates Coverage of Scotland’s election counts by STV, the commercial broadcaster, is expected to be heavily hit by strike action in an escalating dispute over pay. The National Union of Journalists and the technical union Bectu have targeted STV’s election reporting for their second strike this year in protest at its decision to impose a company-wide pay freeze after a significant fall in revenues. Continue reading...
S&P 500 Index futures are up 0.1% as of 7:45 a.m. in New York as traders wait for updates on a possible US-Iran peace deal. Nasdaq 100 futures are little changed Dow Jones Industrial Average futures are up 0.2% The MSCI World Index is up 0.2% Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Tesla (TSLA) +1.7%, Alphabet (GOOGL) +1.1%, Nvidia (NVDA) +0.1%, Microsoft ...
S&P 500 Index futures are up 0.1% as of 7:45 a.m. in New York as traders wait for updates on a possible US-Iran peace deal. Nasdaq 100 futures are little changed Dow Jones Industrial Average futures are up 0.2% The MSCI World Index is up 0.2% Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Tesla (TSLA) +1.7%, Alphabet (GOOGL) +1.1%, Nvidia (NVDA) +0.1%, Microsoft (MSFT) +0.7%, Amazon (AMZN) +0.3, Meta Platforms (META) +0.02%, Apple (AAPL) -0.1% Albemarle (ALB) climbs 6% after the chemical producer reported net sales for the first quarter that beat the average analyst estimate. Arm Holdings ADRs (ARM) drop 8% after the chip company reported weak fourth-quarter royalty revenue, hurt by sluggishness in the smartphone industry. Daiwa’s analyst notes that there was weaker demand for lower-end phones due to higher memory cost. Celsius Holdings (CELH) rises 4% after the energy drink maker’s first quarter adjusted Ebitda and revenue beat consensus estimate. Coherent (COHR) drops 3% as analysts note that the optical communications company’s gross margins underwhelmed. DoorDash (DASH) jumps 10% after the delivery firm gave a forecast for order value in the current period that topped analyst estimates, signaling healthy consumer demand for its services in the US and international markets. Fluence Energy (FLNC) jumps 31% after the company reported a narrower-than-estimated second-quarter adjusted Ebitda loss. Additionally, Fluence maintained its 2026 total revenue forecast, which has a midpoint above the average analyst estimate. Fortinet (FTNT) gains 15% after the cybersecurity company forecast earnings that beat the average analyst estimate. The company also boosted its full-year revenue outlook. Analysts note particular strength at its hardware business. Fastly (FSLY) slumps 25% after the software company reported first-quarter earnings, a report that wasn’t strong enough to extend a rally that has lifted shares nearly 300% off a February lo...
Getty Images Introduction In my view, Webster Financial today is a bank that is fully priced in, because the Santander deal, a strong HSA Bank segment, and good operational quality are almost fully reflected in the share price, and the worsening credit quality and pressure on margins limit further growth potential. Webster Financial Corporation ( WBS ) operates as a specific regional bank, whose v...
Getty Images Introduction In my view, Webster Financial today is a bank that is fully priced in, because the Santander deal, a strong HSA Bank segment, and good operational quality are almost fully reflected in the share price, and the worsening credit quality and pressure on margins limit further growth potential. Webster Financial Corporation ( WBS ) operates as a specific regional bank, whose valuation is dictated not only by the operational results but also by the $12.3 billion merger with Banco Santander, which was announced in February 2026. By the deal's conditions, shareholders should receive $48.75 in cash and 2.0548 Santander shares for every WBS share, which is why the current market price, at around the $72 level, is directly tied to this deal's arbitrage. The 2026 Q1 results show $735.9 million in revenues, which is a 4.4% growth year over year. Adjusted EPS reached $1.57, though the net interest margin decreased to 3.36%, compared to 3.48% last year. This shows an increasing deposit interest cost, which is just partly compensated by the 8.6% growth in the loan portfolio, which reached $57.2 billion. An essential bank's difference to others remains the HSA Bank segment, which manages over $10.7 billion in health savings account deposits, which ensures a cheaper and more stable capital base than traditional regional bank models. Currently, shares are traded with an 11.8x P/E and a P/B ratio of 1.26x, which is over the five-year average. Such valuation shows that the market already priced in a lot of the success from the merger. Even though the bank's CET1 capital adequacy ratio is a solid 11.42% and the efficiency ratio reached a low level of 46.8%, for investors, this is not a growth story anymore but rather a waiting phase until the deal ends at the end of 2026. Business overview Webster Financial Corporation's main operational transformation is in the specialized commercial bank, whose growth is maintained by the Healthcare Financial Services segment....
CoreWeave (NASDAQ: CRWV) has one of the boldest AI infrastructure stories in the market, with major contracts from companies like Meta (NASDAQ: META) and Anthropic, supporting a significant growth runway. But its debt-fueled expansion creates a major test for investors: can demand, backlog, and execution turn this risky build-out into a long-term winner? Stock prices used were the market prices of...
CoreWeave (NASDAQ: CRWV) has one of the boldest AI infrastructure stories in the market, with major contracts from companies like Meta (NASDAQ: META) and Anthropic, supporting a significant growth runway. But its debt-fueled expansion creates a major test for investors: can demand, backlog, and execution turn this risky build-out into a long-term winner? Stock prices used were the market prices of April 25, 2026. The video was published on May 4, 2026. Continue reading
NetScout Systems press release ( NTCT ): Q4 Non-GAAP EPS of $0.52 beats by $0.06 . Revenue of $203M (-1.0% Y/Y) beats by $4.09M . Product revenue for fiscal year 2026 was $370.1 million, up from $359.9 million in fiscal year 2025. Service revenue for fiscal year 2026 was $489.3 million, up from $462.8 million in fiscal year 2025. NETSCOUT’s income from operations (GAAP) for fiscal year 2026 was $1...
NetScout Systems press release ( NTCT ): Q4 Non-GAAP EPS of $0.52 beats by $0.06 . Revenue of $203M (-1.0% Y/Y) beats by $4.09M . Product revenue for fiscal year 2026 was $370.1 million, up from $359.9 million in fiscal year 2025. Service revenue for fiscal year 2026 was $489.3 million, up from $462.8 million in fiscal year 2025. NETSCOUT’s income from operations (GAAP) for fiscal year 2026 was $109.8 million, with a GAAP operating margin of 12.8%. This compares with a loss from operations (GAAP) for fiscal year 2025 of $367.6 million, which included total non-cash goodwill charges of $427.0 million. Non-GAAP income from operations for fiscal year 2026 increased to $218.5 million, with a non-GAAP operating margin of 25.4%. This compares with non-GAAP income from operations of $195.1 million and non-GAAP operating margin of 23.7% for fiscal year 2025. NETSCOUT’s net income (GAAP) for fiscal year 2026 was $95.5 million, or $1.30 per share (diluted). This compares with a net loss (GAAP) of $366.9 million, or $(5.12) per share (diluted), for fiscal year 2025, which includes the non-cash goodwill charged previously mentioned. Non-GAAP net income for fiscal year 2026 was $182.0 million, or $2.48 per share (diluted). This compares with non-GAAP net income of $160.4 million, or $2.22 per share (diluted), for fiscal year 2025. The Company’s adjusted EBITDA for the fiscal year 2026 was $228.1 million, or 26.5% of total revenue, versus adjusted EBITDA of $208.4 million, or 25.3% of total revenue for fiscal year 2025. During fiscal year 2026, NETSCOUT repurchased approximately 2.5 million shares of its common stock for an aggregate of approximately $60.8 million at an average price of $24.29 per share through its share repurchase program. Financial Outlook For fiscal year 2027, the Company is providing the following outlook, which reflects expected continued growth and margin expansion: Revenue is expected to be in the range of $885.0 million to $915.0 million, which implies ye...
Americold Realty Trust ( COLD ) and EQT ( EQT ) said Thursday they have formed a new joint venture focused on owning, operating, and developing temperature-controlled warehouse facilities across North America. Under the agreement, Americold Realty Trust will contribute 12 U.S. cold storage facilities valued at more than $1.3B to the venture. The portfolio includes about 124M cubic feet of refriger...
Americold Realty Trust ( COLD ) and EQT ( EQT ) said Thursday they have formed a new joint venture focused on owning, operating, and developing temperature-controlled warehouse facilities across North America. Under the agreement, Americold Realty Trust will contribute 12 U.S. cold storage facilities valued at more than $1.3B to the venture. The portfolio includes about 124M cubic feet of refrigerated capacity and more than 400,000 pallet positions. EQT’s Active Core Infrastructure fund will acquire a 70% stake in the venture, while Americold will retain a 30% interest and continue managing day-to-day operations. Americold expects to receive roughly $1.1B in net cash proceeds, which it plans to use to repay debt. "This joint venture is an important strategic step…strengthening our balance sheet," said Americold CEO Rob Chambers. The transaction is expected to close in the third quarter of 2026. Americold shares up +2.7% in premarket trading. More on Americold Realty Trust, EQT EQT Corp.: Recent Selloff Further Highlights Underpricing EQT Corporation (EQT) Q1 2026 Earnings Call Transcript EQT Posted A Giant Quarterly Comparison As Expected Americold Realty Trust FFO of $0.29 beats by $0.10, revenue of $629.9M beats by $27.75M Americold Realty Trust, Lineage downgraded at Barclays on industry challenges
Collegium Pharmaceutical press release ( COLL ): Q1 Non-GAAP EPS of $1.76 beats by $0.24 . Revenue of $193.5M (+8.8% Y/Y) beats by $9.04M . Generated pain portfolio net revenues of $154.6 million in the 2026 Quarter, up 4% year-over-year. Generated Belbuca® net revenue of $52.6 million in the 2026 Quarter, up 2% year-over-year. Generated Xtampza® ER net revenue of $50.8 million in the 2026 Quarter...
Collegium Pharmaceutical press release ( COLL ): Q1 Non-GAAP EPS of $1.76 beats by $0.24 . Revenue of $193.5M (+8.8% Y/Y) beats by $9.04M . Generated pain portfolio net revenues of $154.6 million in the 2026 Quarter, up 4% year-over-year. Generated Belbuca® net revenue of $52.6 million in the 2026 Quarter, up 2% year-over-year. Generated Xtampza® ER net revenue of $50.8 million in the 2026 Quarter, up 7% year-over-year. Financial Guidance for 2026 Product Revenues, Net $805 - $825 million JORNAY PM Revenue, Net $190 - $200 million Adjusted EBITDA $455 - $475 million Click to enlarge More on Collegium Pharmaceutical Collegium Pharmaceutical, Inc. (COLL) Discusses Acquisition of AZSTARYS to Expand ADHD Portfolio and Accelerate Growth - Slideshow Collegium Pharmaceutical: Another M&A Episode Adds To An Intriguing Case Collegium Pharmaceutical, Inc. (COLL) Discusses Acquisition of AZSTARYS to Expand ADHD Portfolio and Accelerate Growth Transcript Collegium Pharmaceutical Q1 2026 Earnings Preview Collegium to buy ADHD medicine Azstarys for up to $785M