Alexander Shapovalov/iStock Editorial via Getty Images Introduction As someone who visits Las Vegas quite frequently, I can tell you that the city has definitely experienced a slowdown. Honestly, since 2019, it seems things have definitely been different on the Las Vegas Strip. And not in a good way. But I think a lot of this had to do with the pandemic of 2020. Fast-forward to 2026, and VICI Prop...
Alexander Shapovalov/iStock Editorial via Getty Images Introduction As someone who visits Las Vegas quite frequently, I can tell you that the city has definitely experienced a slowdown. Honestly, since 2019, it seems things have definitely been different on the Las Vegas Strip. And not in a good way. But I think a lot of this had to do with the pandemic of 2020. Fast-forward to 2026, and VICI Properties ( VICI ) has been impacted by a number of things, like declining foot traffic, inflation, and tenant issues from their largest tenant. Still, VICI has continued to impressively navigate through the noise. And in their latest quarter, the REIT again showed its resilience, slightly raising its full-year AFFO guidance. In this article, I discuss VICI's latest earnings, fundamentals, and why I believe their tenant risks are an attractive entry point to see double-digit return potential. Previous Thesis I last covered VICI Properties in March, rating the stock a buy due to its attractive price. As a result of the price pullback, VICI's 6% yield, double-digit upside potential to their price target of nearly $35, and solid growth amidst uncertainty, I remained bullish. Since the stock is up close to 5% compared to the S&P ( SP500 ), up over 10%. VICI closed out 2025 solidly with AFFO growth of 5.1% and revenue growth of $0.2 billion year-over-year. Seeking Alpha Active First Quarter During Q1 earnings, VICI delivered another solid quarter with AFFO increasing 4.5%, or $0.03 from the prior year to $0.61. Revenue was in-line with analysts' estimates at $1.02 billion and managed to see solid growth of 3.5% year-over-year. On a total basis, AFFO growth was slightly higher at 5.7% to $650.9 million. FFO of $0.82 beat estimates by $0.11 and grew nearly 61% from the prior year's quarter. The sizable increase was driven by a $306 million aggregate change in their CECL allowance for the quarter. As far as investment activity, VICI saw their 2nd consecutive quarter with more than $1 ...
Truck broker RXO has offered investors some calm in a sea of Amazon -disruption fears. A year ago, RXO reported Ebitda of $22 million from sales of $1.4 billion. For the second quarter, RXO expects Ebitda of between $27 million and $37 million.
Truck broker RXO has offered investors some calm in a sea of Amazon -disruption fears. A year ago, RXO reported Ebitda of $22 million from sales of $1.4 billion. For the second quarter, RXO expects Ebitda of between $27 million and $37 million.
Installed Building Products press release ( IBP ): Q1 Non-GAAP EPS of $1.79 misses by $0.17 . Revenue of $660.5M (-3.5% Y/Y) misses by $8.43M . Net income decreased to $34.8 million Adjusted EBITDA* decreased to $92.1 million Net income per diluted share decreased to $1.29 More on Installed Building Products Installed Building Products: Still Too Early To Call For A Recovery Installed Building Pro...
Installed Building Products press release ( IBP ): Q1 Non-GAAP EPS of $1.79 misses by $0.17 . Revenue of $660.5M (-3.5% Y/Y) misses by $8.43M . Net income decreased to $34.8 million Adjusted EBITDA* decreased to $92.1 million Net income per diluted share decreased to $1.29 More on Installed Building Products Installed Building Products: Still Too Early To Call For A Recovery Installed Building Products: Nailing Execution, Testing The Ceiling On Valuation Installed Building Products, Inc. (IBP) Q4 2025 Earnings Call Transcript Installed Building Products Q1 2026 Earnings Preview Quant Rating Check: How top homebuilders rank after QXO’s $17B TopBuild deal
Organisers of nationwide protest say its aim is to stop the government turning young Germans into ‘cannon fodder’ Tens of thousands of pupils across Germany are expected to boycott the classroom and take to the streets in a nationwide protest organisers say is to stop the government’s rearmament policy turning young people into “cannon fodder”. Despite threats from teachers’ associations and educa...
Organisers of nationwide protest say its aim is to stop the government turning young Germans into ‘cannon fodder’ Tens of thousands of pupils across Germany are expected to boycott the classroom and take to the streets in a nationwide protest organisers say is to stop the government’s rearmament policy turning young people into “cannon fodder”. Despite threats from teachers’ associations and education ministries, which have said anyone who demonstrates during school hours could risk penalties and even expulsion, organisers say they expect the number of participants at Friday’s school strike to be at least as high as the estimated 50,000 who attended each of the first two. Continue reading...
hapabapa/iStock Editorial via Getty Images Introduction Zillow Group ( ZG )( Z ) reported Q1 results after the close on Wednesday. Despite beating expectations, shares fell roughly 5% in after-hours trading as Q2 revenue guidance came in below consensus and traffic declined 3% YoY. We think that the market reaction misreads what was fundamentally a strong report from a company that is gaining shar...
hapabapa/iStock Editorial via Getty Images Introduction Zillow Group ( ZG )( Z ) reported Q1 results after the close on Wednesday. Despite beating expectations, shares fell roughly 5% in after-hours trading as Q2 revenue guidance came in below consensus and traffic declined 3% YoY. We think that the market reaction misreads what was fundamentally a strong report from a company that is gaining share, improving monetization, and positioning itself as a beneficiary of the AI shift in software. The big picture here is that Zillow is no longer a pure listings portal subject to disintermediation by an AI agent. The company has spent the past three years building a vertically integrated housing platform that combines direct consumer traffic, proprietary industry workflow software, and a mortgage operation, and we believe the Q1 numbers are a proof point that this strategy is working. Our read of the post-earnings reaction is that traders are over-focusing on the 3% traffic decline. They are overlooking the more important signals: monetization per visitor and revenue per total transaction value both moved meaningfully higher, purchase loan origination volume nearly doubled YoY, and free cash flow grew 44% to $127M. The Q1 earnings were a good one in our view. Q1 out-performed the industry Revenue for the quarter landed at $708M, which is an 18% YoY growth against a residential housing industry that is growing only about 2%. Net income was at $46M for a 6% margin (+520 bps YoY), and diluted EPS came at $0.19 versus $0.03 in the year-earlier quarter. The adjusted EBITDA of $182M with a 26% margin looks flat YoY, but the firm absorbed roughly $11M of incremental legal cost in the period. If you exclude that, you arrive at 27% of adj. EBITDA margin, which is a +160 bps margin expansion. Q1 Highlights (Zillow Shareholder Letter) The product mix is what we find most encouraging here. Mortgages came in at $64M (+56% YoY) but the more interesting line is the underlying purchase loa...
Munish Nanda, Director at CECO Environmental Corp. (NASDAQ:CECO) , reported an open-market sale of 11,218 shares for a total consideration of ~$830,000 on May 1, 2026, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($74); post-transaction value based on May 1, 2026, market close ($74.30). 1-year price change calculated as of May 1, 2026. Continue reading
Munish Nanda, Director at CECO Environmental Corp. (NASDAQ:CECO) , reported an open-market sale of 11,218 shares for a total consideration of ~$830,000 on May 1, 2026, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($74); post-transaction value based on May 1, 2026, market close ($74.30). 1-year price change calculated as of May 1, 2026. Continue reading
It’s all about finding bottles that speak the same language as the food, whether for sharp citrus salads, spiced lamb or lemon chicken Sign up here for our weekly food newsletter, Feast I have been pouring a lot of wine over this past month, talking a lot about wine, and tasting my fair share, too – or perhaps a little more than my fair share. It’s one of the perks of opening a wine bar on London’...
It’s all about finding bottles that speak the same language as the food, whether for sharp citrus salads, spiced lamb or lemon chicken Sign up here for our weekly food newsletter, Feast I have been pouring a lot of wine over this past month, talking a lot about wine, and tasting my fair share, too – or perhaps a little more than my fair share. It’s one of the perks of opening a wine bar on London’s Great Portland Street, a project that’s been brewing (although fermenting may be a more appropriate term) for years. For ages, my wife, Sarit , and I have been pondering what to serve with Middle Eastern food and, as more and more of us bring the flavours and spirit of this region to our homes, maybe that’s a question you’ve been asking yourself as well. The instinct has always been to match dish by dish but, as anyone who has ever sat down to a Levantine spread knows all too well, that doesn’t really work. A Middle Eastern meal is a rush of different flavours; it’s a table of contrasts, not courses. Continue reading...
Liberty Latin America press release ( LILA ): Q1 Adjusted OIBDA for the three months ended March 31, 2026 was flat on a reported basis and declined by 1% on a rebased basis as compared to the corresponding prior-year period. Revenue of $1.08B (flat Y/Y) misses by $10M . More on Liberty Latin America Liberty Latin America Ltd. (LILA) Q4 2025 Earnings Call Transcript Liberty Latin America Ltd. 2025 ...
Liberty Latin America press release ( LILA ): Q1 Adjusted OIBDA for the three months ended March 31, 2026 was flat on a reported basis and declined by 1% on a rebased basis as compared to the corresponding prior-year period. Revenue of $1.08B (flat Y/Y) misses by $10M . More on Liberty Latin America Liberty Latin America Ltd. (LILA) Q4 2025 Earnings Call Transcript Liberty Latin America Ltd. 2025 Q4 - Results - Earnings Call Presentation Liberty Latin America outlines path to pre-hurricane profitability in Jamaica by end of 2026 while advancing AI, 5G, and cost controls Seeking Alpha’s Quant Rating on Liberty Latin America Historical earnings data for Liberty Latin America
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]
Turning Point Brands press release ( TPB ): Q1 Non-GAAP EPS of $0.76 beats by $0.03 . Revenue of $124.3M (+16.8% Y/Y) beats by $8.63M . Gross Profit increased 14.6% to $68.3 million Net Income decreased 19.0% to $11.7 million Adjusted EBITDA decreased 6.5% to $25.9 million (see Schedule A for a reconciliation to net income) More on Turning Point Brands Turning Point Brands Remains Strong Despite P...
Turning Point Brands press release ( TPB ): Q1 Non-GAAP EPS of $0.76 beats by $0.03 . Revenue of $124.3M (+16.8% Y/Y) beats by $8.63M . Gross Profit increased 14.6% to $68.3 million Net Income decreased 19.0% to $11.7 million Adjusted EBITDA decreased 6.5% to $25.9 million (see Schedule A for a reconciliation to net income) More on Turning Point Brands Turning Point Brands Remains Strong Despite Pause To FDA PMTA Fast-Tracking Turning Point Brands: 2 Minor Reasons For Major Sell-Off Turning Point Brands, Inc. (TPB) Q4 2025 Earnings Call Transcript Turning Point Brands Q1 2026 Earnings Preview Fast-track approval in the U.S. for nicotine pouches hits a speed bump
(RTTNews) - Insmed (INSM) reported a first quarter net loss of $163.6 million, or $0.76 per share, compared to a net loss of $256.6 million, or $1.42 per share, a year ago. Product revenues, net, was $305.96 million compared to $92.82 million.
(RTTNews) - Insmed (INSM) reported a first quarter net loss of $163.6 million, or $0.76 per share, compared to a net loss of $256.6 million, or $1.42 per share, a year ago. Product revenues, net, was $305.96 million compared to $92.82 million.
The United States market has shown a robust performance, climbing 3.2% in the last week and up 31% over the past year, with earnings forecasted to grow by 16% annually. In such a dynamic environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation potential and scalability to capitalize on these favorable market conditions.
The United States market has shown a robust performance, climbing 3.2% in the last week and up 31% over the past year, with earnings forecasted to grow by 16% annually. In such a dynamic environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation potential and scalability to capitalize on these favorable market conditions.
Griffon ( GFF ) declares $0.22/share quarterly dividend , in line with previous. Forward yield 0.95% Payable June 17; for shareholders of record May 29; ex-div May 29. See GFF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Griffon Griffon Remains A Good Play Even After Skyrocketing Griffon Corporation 2026 Q1 - Results - Earnings Call Presentation Griffon Q2 2026 Earnings Preview Seek...
Griffon ( GFF ) declares $0.22/share quarterly dividend , in line with previous. Forward yield 0.95% Payable June 17; for shareholders of record May 29; ex-div May 29. See GFF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Griffon Griffon Remains A Good Play Even After Skyrocketing Griffon Corporation 2026 Q1 - Results - Earnings Call Presentation Griffon Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Griffon Historical earnings data for Griffon
CME ( CME ) declares $1.30/share quarterly dividend , in line with previous. Forward yield 1.8% Payable June 25; for shareholders of record June 9; ex-div June 9. See CME Dividend Scorecard, Yield Chart, & Dividend Growth. More on CME CME Group Q1 Earnings Show Strength, But The Stock Still Looks Expensive CME Group Inc. (CME) Q1 2026 Earnings Call Transcript CME Group Inc. 2026 Q1 - Results - Ear...
CME ( CME ) declares $1.30/share quarterly dividend , in line with previous. Forward yield 1.8% Payable June 25; for shareholders of record June 9; ex-div June 9. See CME Dividend Scorecard, Yield Chart, & Dividend Growth. More on CME CME Group Q1 Earnings Show Strength, But The Stock Still Looks Expensive CME Group Inc. (CME) Q1 2026 Earnings Call Transcript CME Group Inc. 2026 Q1 - Results - Earnings Call Presentation CME Group to launch Bitcoin Volatility futures CME plans tokenized cash go-live by end of 2026 while reiterating $1.695B expense outlook
Fidelity National Financial ( FNF ) declares $0.52/share quarterly dividend , in line with previous. Forward yield 4.06% Payable June 30; for shareholders of record June 16; ex-div June 16. See FNF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Fidelity National Financial Fidelity National Financial: Housing Pessimism Is Too Extreme (Upgrade) Fidelity National Financial, Inc. (FNF) Q4...
Fidelity National Financial ( FNF ) declares $0.52/share quarterly dividend , in line with previous. Forward yield 4.06% Payable June 30; for shareholders of record June 16; ex-div June 16. See FNF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Fidelity National Financial Fidelity National Financial: Housing Pessimism Is Too Extreme (Upgrade) Fidelity National Financial, Inc. (FNF) Q4 2025 Earnings Call Transcript Fidelity National Financial Q1 2026 Earnings Preview Fidelity National Financial outlines commercial revenue pipeline growth and signals M&A opportunities for 2026 Seeking Alpha’s Quant Rating on Fidelity National Financial
Neumora Therapeutics press release ( NMRA ): Q1 GAAP EPS of -$0.30. Cash Position: As of March 31, 2026, Neumora had cash and cash equivalents of $147.1 million. Financial Guidance: The Company expects that its cash and cash equivalents as of March 31, 2026, will enable it to fund its operating plan into the third quarter of 2027. More on Neumora Therapeutics Neumora Therapeutics: Downgrading Afte...
Neumora Therapeutics press release ( NMRA ): Q1 GAAP EPS of -$0.30. Cash Position: As of March 31, 2026, Neumora had cash and cash equivalents of $147.1 million. Financial Guidance: The Company expects that its cash and cash equivalents as of March 31, 2026, will enable it to fund its operating plan into the third quarter of 2027. More on Neumora Therapeutics Neumora Therapeutics: Downgrading After Navacaprant Development Setback Neumora Therapeutics, Inc. (NMRA) Q4 2025 Earnings Call Transcript Neumora Therapeutics, Inc. (NMRA) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 - Slideshow Neumora Therapeutics GAAP EPS of -$0.35 misses by $0.02 Quant snapshot: J. Jill, AngioDynamics leads strong buys as INmune Bio, Terrestrial Energy lag