Aevex went public recently, and Goldman Sachs thinks investors should scoop it up. The bank initiated coverage of the drone name with a buy rating. Its $34 price target implies 39% upside from Monday's close. "Aevex is an opportunity to invest in a defense tech company that sells into a rapidly growing end-market, and that has strong profit margins and cash flow on top of high rates of relatively ...
Aevex went public recently, and Goldman Sachs thinks investors should scoop it up. The bank initiated coverage of the drone name with a buy rating. Its $34 price target implies 39% upside from Monday's close. "Aevex is an opportunity to invest in a defense tech company that sells into a rapidly growing end-market, and that has strong profit margins and cash flow on top of high rates of relatively early stage growth," analyst Noah Poponak said Tuesday in a note to clients. Aevex produces of unmanned aircraft systems, or remote controlled drones and the equipment that supports their operations. The company debuted on the New York Stock Exchange last month, pricing its IPO at $20. Shares are up more than 22% since the IPO. Goldman Sachs was among the underwriters. AVEX mountain 2026-04-16 Aevex is down 9% since its IPO on April 17, 2026. Aevex can outperform going forwaed UAS technology is adopted in the U.S. and abroad, according to Goldman. Last year, President Donald Trump signed an executive order, "Unleashing American Drone Dominance," calling for accelerating the integration of drone technologies into the National Airspace Program — a move that is widely expected to stimulate the U.S. drone market. More broadly, drone demand for consumer, commercial and defense applications is projected to grow to more than $147 billion by 2036 , according to market intelligence firm IDTechEx. "Unmanned Aerial Systems … have proliferated the modern battlefield because they are low-cost, easy-to-produce, asymmetric assets that can be used for a wide range of missions," Poponak wrote. "The majority of Aevex's revenue comes from UAS sales, and we think the company's products are competitive offerings that it can sell into rising unmanned defense budgets globally." The analyst noted that Aevex will likely ramp up its domestic UAS program as it redirects its focus away from deals tied to the Ukraine war, per Goldman Sachs. Roughly two-thirds of its revenue is linked to the conflict as...
SAB Biotherapeutics press release ( SABS ): Q1 Net loss of $18.9 million and $5.2 million for the three months ended March 31, 2026, and March 31, 2025, respectively. Other income of $1.1 million and $5.6 million for the three months ended March 31, 2026, and March 31, 2025, respectively. This decrease was driven by the change in fair value of warrant liabilities. Cash, cash equivalents, and avail...
SAB Biotherapeutics press release ( SABS ): Q1 Net loss of $18.9 million and $5.2 million for the three months ended March 31, 2026, and March 31, 2025, respectively. Other income of $1.1 million and $5.6 million for the three months ended March 31, 2026, and March 31, 2025, respectively. This decrease was driven by the change in fair value of warrant liabilities. Cash, cash equivalents, and available for sale securities of $217.6 million at March 31, 2026, providing operational runway through 2028. More on SAB Biotherapeutics SAB Biotherapeutics Looks Undervalued If SAB-142 Delivers In Type 1 Diabetes SAB Biotherapeutics slips 5%, prices $85M stock offering SAB Biotherapeutics reports FY results Seeking Alpha’s Quant Rating on SAB Biotherapeutics Historical earnings data for SAB Biotherapeutics
Danaos ( DAC ) declares $0.90/share quarterly dividend . Payable June 4; for shareholders of record May 26; ex-div May 26. See DAC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Danaos Danaos: A Disciplined, Opportunistic Capital Allocator Danaos: Alaska LNG Investment - Smart Diversification Or Opportunity Cost? Seeking Alpha’s Quant Rating on Danaos Historical earnings data for Dana...
Danaos ( DAC ) declares $0.90/share quarterly dividend . Payable June 4; for shareholders of record May 26; ex-div May 26. See DAC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Danaos Danaos: A Disciplined, Opportunistic Capital Allocator Danaos: Alaska LNG Investment - Smart Diversification Or Opportunity Cost? Seeking Alpha’s Quant Rating on Danaos Historical earnings data for Danaos Dividend scorecard for Danaos
Earnings Call Insights: Bakkt (BKKT) Q1 2026 Management View CEO Akshay Naheta framed the strategy around stablecoin-driven payments, saying, "we are in the early innings of a structural shift in the global payments architecture" and adding that "stablecoin infrastructure cannibalizes legacy rails over the next several years to become the connective tissue between all 3" tiers he outlined. Naheta ...
Earnings Call Insights: Bakkt (BKKT) Q1 2026 Management View CEO Akshay Naheta framed the strategy around stablecoin-driven payments, saying, "we are in the early innings of a structural shift in the global payments architecture" and adding that "stablecoin infrastructure cannibalizes legacy rails over the next several years to become the connective tissue between all 3" tiers he outlined. Naheta tied Bakkt’s positioning to regulation and large payment-network investment activity, stating, "Both statutes raised the regulatory bar materially" and that this "is a tailwind for new incumbents who build ahead of the rules." He also cited stablecoin market size trends, including, "stablecoin settlement volume reached approximately $33 trillion in 2025, up 72% from $19 trillion in 2024" and "Cap stabilization is at an all-time high at approximately $320 billion at the quarter end." Naheta introduced a qualitative internal scorecard and highlighted balance sheet and build progress, including, "We have a debt-free balance sheet with $82.6 million of liquidity at the end of the quarter" and said the "agent platform" is "on track for a launch sometime in Q3." On commercial execution, Naheta announced a senior hire: "we'd like to introduce Daniel Ishag, who joins us as the Chief Commercial Officer," adding, "He's leading the rebuild and will be converting our pipeline into actionable revenues." Naheta described a new partnership pathway, stating, "In May, we signed a strategic memorandum of understanding with Zoth," and noted Zoth "currently processes approximately $300 million in annualized total payments volume" with a "partnership target is approximately $1 billion in annualized TPV by the year-end 2026, according to Zoth's projections." He added, "A definitive commercial agreements are expected to follow in due course." CFO Karen Alexander positioned the quarter as a post-divestiture baseline, saying, "The loyalty business divested in October 2025" and that, "Stripped out, ...
Hecla Mining ( HL ) declares a $0.0171/share quarterly dividend , 362.2% increase from prior dividend of $0.0037. Forward yield 0.33% Payable May 29; for shareholders of record May 20; ex-div May 20. See HL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hecla Mining Hecla Mining Company 2026 Q1 - Results - Earnings Call Presentation Hecla Mining Company: More Short-Term Potential Wait...
Hecla Mining ( HL ) declares a $0.0171/share quarterly dividend , 362.2% increase from prior dividend of $0.0037. Forward yield 0.33% Payable May 29; for shareholders of record May 20; ex-div May 20. See HL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Hecla Mining Hecla Mining Company 2026 Q1 - Results - Earnings Call Presentation Hecla Mining Company: More Short-Term Potential Waiting To Be Unleashed Hecla Mining Company (HL) Q1 2026 Earnings Call Transcript Hecla outlines pathway to 20-plus million silver ounces while guiding 15.1M-16.5M in 2026 Hecla Mining Q1 2026 Earnings Preview
South Africa’s rand is shrugging off the threat that President Cyril Ramaphosa may be impeached, reflecting a bet that economic reforms he has championed will endure if he falls. The veteran leader rejected calls to resign during a late-Monday address to the nation, which now waits for the next procedural steps in a saga involving a theft from his farm that surfaced in 2022 and was dramatically re...
South Africa’s rand is shrugging off the threat that President Cyril Ramaphosa may be impeached, reflecting a bet that economic reforms he has championed will endure if he falls. The veteran leader rejected calls to resign during a late-Monday address to the nation, which now waits for the next procedural steps in a saga involving a theft from his farm that surfaced in 2022 and was dramatically resurrected by a court ruling on May 8. The currency is within 0.2 percent of its level against the dollar before the judgment. Its movements look more tied to the Iran war than local politics, where the president leads a centrist coalition known as the government of national unity that investors expected to endure. “The GNU is making good progress, thus supporting the rand,” said Devon Pearman , head of Africa at TP ICAP Group Plc in Johannesburg. “Even if the head changes, the structure remains, providing a degree of stability.” While Ramaphosa’s African National Congress lost its parliamentary majority in 2024 elections, he forged a coalition government that has begun to deliver on promised reforms, winning over investors who previously had shunned South Africa over chronic graft and mismanagement. That’s a big change in the political landscape from four years ago, when the scandal burst into view after the country’s former spy chief accused Ramaphosa of trying to cover up the theft of hundreds of thousands of dollars hidden in a sofa on his Phala Phala game farm in 2020. The shift has lessened the sway of left-wingers in the ANC, some of whom have defected to former President Jacob Zuma’s uMkhonto weSizwe party, or MKP, which alongside the radical Economic Freedom Fighters are now the main opposition to the president’s coalition, said Sebastian Holzbach , fixed-income analyst at Northstar Asset Management. GNU Outlook “Parties within the GNU are aware of the risks present should President Ramaphosa be removed,” said Holzbach, citing the possibility of the left flank of th...
Cybersecurity M&A is reaccelerating in 2026 as platform consolidation, AI disruption, and hyperscaler appetite collide. Cisco/Splunk and Google/Wiz reset the deal calculus, and CrowdStrike’s January 2026 purchase of Seraphic Security and Zscaler’s February 2026 acquisition of SquareX kicked off a browser-security arms race. OpenAI’s Trusted Access for Cyber program in April 2026 effectively anoint...
Cybersecurity M&A is reaccelerating in 2026 as platform consolidation, AI disruption, and hyperscaler appetite collide. Cisco/Splunk and Google/Wiz reset the deal calculus, and CrowdStrike’s January 2026 purchase of Seraphic Security and Zscaler’s February 2026 acquisition of SquareX kicked off a browser-security arms race. OpenAI’s Trusted Access for Cyber program in April 2026 effectively anointed Palo ... 5 Cybersecurity Stocks That May Be Acquired in 2026’s M&A Wave
allanswart/iStock via Getty Images Japan's three megabanks are likely to continue setting new earnings records as the central bank's monetary policy normalization boosts their margins. Mitsubishi UFJ Financial Group Inc. ( MUFG ), Sumitomo Mitsui Financial Group Inc. ( SMFG ) and Mizuho Financial Group Inc. ( MFG ) are each expected to report record net income for the fiscal year that ended March ...
allanswart/iStock via Getty Images Japan's three megabanks are likely to continue setting new earnings records as the central bank's monetary policy normalization boosts their margins. Mitsubishi UFJ Financial Group Inc. ( MUFG ), Sumitomo Mitsui Financial Group Inc. ( SMFG ) and Mizuho Financial Group Inc. ( MFG ) are each expected to report record net income for the fiscal year that ended March 31, 2026, and their earnings may rise further over the following two fiscal years, according to consensus forecasts from Visible Alpha, a part of S&P Global Market Intelligence. SMFG will report full-year earnings on May 13, while MUFG and Mizuho are set to announce their results on May 15. "They [the megabanks] will continue to get a tailwind from rate hikes," said Tsuyoshi Ueno, a senior economist at NLI Research Institute. "But some of them may increase credit cost, given that the continued conflict of the Middle East could put a drag on the economy." MUFG is forecast to report net income of ￥2.262 trillion for the fiscal year ended March 2026 and grow it to ￥2.446 trillion in the following fiscal year and ￥2.788 trillion in the subsequent year, according to Visible Alpha consensus estimates. MUFG's net interest margin is expected to rise from 0.71% to 0.81%, and then to 0.90% over the same period, the estimates show. SMFG's earnings are also expected to rise, with net income projected at ￥1.598 trillion for the fiscal year ended March 31. Net income is forecast to climb further to ￥1.785 trillion and then to ￥1.928 trillion over the next two years. The bank's net interest margin is estimated to increase from 0.85% to 0.95%, and then to 1.0% over the same period. Policy normalization Economists, including Ueno, expect the Bank of Japan (BOJ) to raise its policy rate in June after it kept the rate steady in April. The central bank had hiked by 25 basis points to 0.75% in December 2025, taking the benchmark rate to its highest level in three decades. The December rate hike...
The FBI warns AI-powered government impersonation scams are surging nationwide, with criminals cloning voices and images to steal millions from Americans.
The FBI warns AI-powered government impersonation scams are surging nationwide, with criminals cloning voices and images to steal millions from Americans.
Nvidia stock looked set to fall on Tuesday from a record high in the previous session. CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to reports. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.
Nvidia stock looked set to fall on Tuesday from a record high in the previous session. CEO Jensen Huang won’t be among the business leaders accompanying President Donald Trump on this week’s visit to China, according to reports. The recent strength of the semiconductor sector has been a boon for Nvidia, as investors warm again to the prospects for its artificial-intelligence chips.