artisteer/iStock via Getty Images I've retained a "Buy" rating for Bentley Systems, Incorporated ( BSY ). Its 1Q26 EPS was equivalent to an impressive high-single-digit percent beat. The company's runway is long, considering AI- and geopolitical-related growth catalysts. BSY's better-than-anticipated 4Q25 performance and FY26 guide were the focus of my prior February 27, 2026, update . Q1 Bottom L...
artisteer/iStock via Getty Images I've retained a "Buy" rating for Bentley Systems, Incorporated ( BSY ). Its 1Q26 EPS was equivalent to an impressive high-single-digit percent beat. The company's runway is long, considering AI- and geopolitical-related growth catalysts. BSY's better-than-anticipated 4Q25 performance and FY26 guide were the focus of my prior February 27, 2026, update . Q1 Bottom Line Was A Positive Surprise Last Thursday morning, the group issued a press release revealing its most recent financial metrics. Normalized earnings went up 40.7% sequentially and 8.6% year-on-year to $0.38/share in Jan-Mar '26. This was 7% ahead of the consensus forecast. In my view, its results were boosted by faster topline expansion and wider "Gross Profit Margins/GPMs." BSY's YoY turnover growth improved from 1Q2025's +9.7% and 4Q2025's +11.9% to +14.5% for the latest three-month period. The "Resources" end market was the difference-maker. A detailed breakdown by segment wasn't provided. But the corporate presentation referred to it as the "second largest and fastest growing sector" in 1Q2026, which benefited from "improving mining fundamentals." Bentley bought a company "Seequent" a few years ago. At the March 2021 M&A call (S&P Capital IQ transcript), the acquiree was called a "New Zealand-based subsurface geoscience software leader." The firm's inorganic move has paid off. All but one of the top-10 global miners currently rely on Seequent's solutions. Management indicated at the analyst briefing that it increased "subsurface ARR in civil infrastructure by a factor of 4" since '21 by "cross-selling into the existing Bentley accounts." "ARR" stands for "Annualized Recurring Revenue." Also, BSY's 1Q26 GPM rose by 30bps YoY and 70bps QoQ to 82.6%. Its sales composition has become more favorable with the proportion of subscription-related revenues going up from 1Q2025's 92% to 1Q2026's 93%. SA contributor Donovan Jones's December 1, 2025, submission noted that the enterp...
Chip stocks got beat up after the latest inflation report. The tech-heavy Nasdaq was down 0.7%, the S&P 500 was down 0.2% while the Dow gained 56 points, or 0.1%. Notably, almost all major chip stocks were down, barring Nvidia.
Chip stocks got beat up after the latest inflation report. The tech-heavy Nasdaq was down 0.7%, the S&P 500 was down 0.2% while the Dow gained 56 points, or 0.1%. Notably, almost all major chip stocks were down, barring Nvidia.
Resideo Technologies press release ( REZI ): Q1 Non-GAAP EPS of $0.65 beats by $0.05 . Revenue of $1.91B (+7.9% Y/Y) beats by $40M . Total company gross margin of 28.8%; 12 consecutive quarters of year-over-year gross margin expansion achieved at P&S Net income of $38 million, compared to net income of $6 million in first quarter of 2025; Adjusted EBITDA(1) of $215 million, up 28% year-over-year a...
Resideo Technologies press release ( REZI ): Q1 Non-GAAP EPS of $0.65 beats by $0.05 . Revenue of $1.91B (+7.9% Y/Y) beats by $40M . Total company gross margin of 28.8%; 12 consecutive quarters of year-over-year gross margin expansion achieved at P&S Net income of $38 million, compared to net income of $6 million in first quarter of 2025; Adjusted EBITDA(1) of $215 million, up 28% year-over-year and above the high-end of outlook range More on Resideo Technologies Resideo Technologies, Inc. (REZI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Resideo Technologies, Inc. (REZI) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript Resideo Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation Resideo Technologies Q1 2026 Earnings Preview Resideo outlines 2026 revenue target of $7.8B–$7.9B amid spin-off plans and margin expansion
shells1/E+ via Getty Images Investment Thesis I recommend buying the copper miners represented by Global X Copper Miners ETF ( COPX ) and Sprott Copper Miners ETF ( COPP ). In January I published an article with my investment thesis on copper miners, but as the prices have moved little since January, I'm able to reaffirm my investment idea grounded in some new graphs. Context Copper prices reached...
shells1/E+ via Getty Images Investment Thesis I recommend buying the copper miners represented by Global X Copper Miners ETF ( COPX ) and Sprott Copper Miners ETF ( COPP ). In January I published an article with my investment thesis on copper miners, but as the prices have moved little since January, I'm able to reaffirm my investment idea grounded in some new graphs. Context Copper prices reached an all-time high, and investors are asking if there is still room for more rises. Copper hits New Highs (LME) Investors asked the same question when gold reached $3,000/oz, but now its price is near $5,000/oz. So I will share some arguments that indicate the same behavior could occur in the copper prices. Hard Assets are a Long-Term Thesis Hard assets (represented by real assets in the graph) are still very cheap compared to financial assets. This is a macroeconomic phenomenon triggered by the complex fiscal situation in a lot of countries (especially democracies) around the world. So this is a strong argument for you to put hard assets (like copper) on your watchlist. Real Assets vs. Financial Assets (BofA) Supply vs. Demand The second catalyst is the tightest relationship between supply and demand forecasted for the coming years. Although copper is abundant, the expected return on investment in this sector has always been a problem. Not to mention, intrinsic adversities such as environmental licenses and the fact that copper is usually extracted in remote lands and large underground areas. Supply and Demand (Morgan B. Adams S.) Demand for cables, transformers, electronics, refrigerators, and industrials has always been firm, but this demand has been boosted recently by data centers, EVs, and new technologies. So a big deficit is expected in the coming years, which should increase copper prices. A Comparison with Gold Remember that I made an analogy with gold prices in the beginning of this article? Well, when we analyze the copper prices relative to the gold price, coppe...
BETA Technologies (NYSE:BETA) reported first-quarter 2026 revenue above its prior guidance range and said it is accelerating investments tied to the FAA and U.S. Department of Transportation’s eVTOL Integration Pilot Program, or eIPP, after being selected for seven of eight awards. Founder and Chie
BETA Technologies (NYSE:BETA) reported first-quarter 2026 revenue above its prior guidance range and said it is accelerating investments tied to the FAA and U.S. Department of Transportation’s eVTOL Integration Pilot Program, or eIPP, after being selected for seven of eight awards. Founder and Chie
High-flying chip stocks struggled through one of their most challenging sessions of the year on Tuesday in a dramatic reversal for some of the market’s best performers. Broadcom Inc. , Intel Corp. and Micron Technology Inc. were among the five biggest point decliners in the S&P 500 Index and technology-heavy Nasdaq 100 Index . Meanwhile, the Philadelphia Stock Exchange Semiconductor Index , which ...
High-flying chip stocks struggled through one of their most challenging sessions of the year on Tuesday in a dramatic reversal for some of the market’s best performers. Broadcom Inc. , Intel Corp. and Micron Technology Inc. were among the five biggest point decliners in the S&P 500 Index and technology-heavy Nasdaq 100 Index . Meanwhile, the Philadelphia Stock Exchange Semiconductor Index , which is up more than 60% in 2026, sank as much as 6.8% , its biggest intraday drop in over a year, before clawing back some of the decline to end down 3%. “The sheer velocity of the move made people nervous, and trimming exposure after a climb like this is prudent risk management,” said Barry Knapp , managing partner at Ironsides Macroeconomics. “I don’t see anything fundamental out there that has me thinking the earnings story is going to slow.” The group is benefitting from heavy spending on artificial intelligence infrastructure, with chips — notably those used for processing and memory — a critical part of the buildout. Intel, which has soared 227% in 2026, and Micron, up 169%, are among the top six stocks in the S&P 500 this year. “The historic rally in chipmakers couldn’t keep going forever,” said Chris Murphy , co-head of derivatives strategy at Susquehanna International Group. “This selloff was way overdue after an incredible run, but the pain will likely be short-lived because there’s still FOMO everywhere.” Some investors are betting that the selloff will continue. The Direxion Daily Semiconductors Bear 3x ETF, ticker SOXS , which pays three times the inverse return of the Philadelphia Semiconductor Index , jumped 9.2%. Call options on the ETF, which amount to wagers against chip stocks, saw volume explode to 292,000 contracts on Tuesday afternoon. “The move lower was broad-based, suggesting investors are likely taking profits ahead of this week’s meeting between the US and China,” said Dec Mullarkey , managing director at SLC Management. “Since chips have been at the ...
Hyliion Holdings press release ( HYLN ): Q1 GAAP EPS of -$0.07 beats by $0.01 . Revenue of $2.8M (+460.0% Y/Y) beats by $1.8M . Looking ahead to the balance of 2026, Hyliion is reaffirming its prior guidance of approximately $10 million in full-year revenue from R&D services and potential initial commercial customer sales following commercialization of the 200-kilowatt KARNO Power Module, which is...
Hyliion Holdings press release ( HYLN ): Q1 GAAP EPS of -$0.07 beats by $0.01 . Revenue of $2.8M (+460.0% Y/Y) beats by $1.8M . Looking ahead to the balance of 2026, Hyliion is reaffirming its prior guidance of approximately $10 million in full-year revenue from R&D services and potential initial commercial customer sales following commercialization of the 200-kilowatt KARNO Power Module, which is expected late in the year. The company expects total cash use during the year to be approximately $50 million, resulting in a year-end 2026 cash and investments balance of approximately $100 million. More on Hyliion Holdings Hyliion Holdings: KARNO Remains A Show Me Story - Hold Hyliion Holdings Corp. (HYLN) Q4 2025 Earnings Call Transcript Hyliion Holdings Corp. 2025 Q4 - Results - Earnings Call Presentation Hyliion sees $10M 2026 revenue with KARNO commercialization and military contracts while advancing modular platform Seeking Alpha’s Quant Rating on Hyliion Holdings
Nextracker press release ( NXT ): Q4 Non-GAAP EPS of $1.05 beats by $0.12 . Revenue of $881M beats by $51.18M . FY2027 Annual Outlook Updated Outlook Previous Outlook Revenue $3.8 to $4.1 billion $3.6 to $3.8 billion GAAP Net Income $501 to $559 million GAAP Diluted EPS $3.19 to $3.56 Adjusted EBITDA $825 to $900 million $800 to $900 million Adjusted Diluted EPS $4.21 to $4.59 Click to enlarge Upd...
Nextracker press release ( NXT ): Q4 Non-GAAP EPS of $1.05 beats by $0.12 . Revenue of $881M beats by $51.18M . FY2027 Annual Outlook Updated Outlook Previous Outlook Revenue $3.8 to $4.1 billion $3.6 to $3.8 billion GAAP Net Income $501 to $559 million GAAP Diluted EPS $3.19 to $3.56 Adjusted EBITDA $825 to $900 million $800 to $900 million Adjusted Diluted EPS $4.21 to $4.59 Click to enlarge Updated outlook includes planned incremental costs of approximately $50 million related to the acceleration of our entry into the power conversion market. Adjusted EBITDA range of $825 million to $900 million excludes approximately $195 million for stock-based compensation, net intangible amortization, and acquisition related costs. Adjusted Diluted EPS range of $4.21 to $4.59 excludes approximately $1.02 for stock-based compensation, net intangible amortization, and acquisition related costs, net of impacts for tax. More on Nextracker Nextpower: An Interesting Company With A Fair Bit Of Risk Nextracker Q4 2026 Earnings Preview Seeking Alpha’s Quant Rating on Nextracker Historical earnings data for Nextracker Financial information for Nextracker
- Duchenne (SGT-003): First participant dosed in the Phase 3 IMPACT DUCHENNE clinical trial, receipt of positive opinion on the Company’s Pediatric Investigation Plan from the European Medicines Agency and Orphan drug designation from the European Commission mark important advancements in the program’s global development -
- Duchenne (SGT-003): First participant dosed in the Phase 3 IMPACT DUCHENNE clinical trial, receipt of positive opinion on the Company’s Pediatric Investigation Plan from the European Medicines Agency and Orphan drug designation from the European Commission mark important advancements in the program’s global development -
Kura Oncology press release ( KURA ): Q1 GAAP EPS of -$0.83 misses by $0.01 . Revenue of $18.26M misses by $7.66M . Collaboration revenue: $12.5 million, compared to $14.1 million for Q1 2025 R&D expenses: $65.3 million, compared to $56.0 million for Q1 2025, primarily driven by advancement of ziftomenib combination trials, including KOMET-017 SG&A expenses: $31.6 million, compared to $22.8 millio...
Kura Oncology press release ( KURA ): Q1 GAAP EPS of -$0.83 misses by $0.01 . Revenue of $18.26M misses by $7.66M . Collaboration revenue: $12.5 million, compared to $14.1 million for Q1 2025 R&D expenses: $65.3 million, compared to $56.0 million for Q1 2025, primarily driven by advancement of ziftomenib combination trials, including KOMET-017 SG&A expenses: $31.6 million, compared to $22.8 million for Q1 2025, reflecting commercialization-related investments Net loss: $73.3 million, compared to $57.4 million for Q1 2025. Net loss includes $8.4 million in non-cash, share-based compensation expense compared to $7.8 million for the same period in 2025. As of March 31, 2026, Kura had $580.8 million in cash, cash equivalents and short-term investments, compared to $667.2 million as of December 31, 2025. The Company believes its cash, cash equivalents and short-term investments as of March 31, 2026, when combined with $180 million in anticipated payments under the collaboration agreement with Kyowa Kirin, will be sufficient to fund the ziftomenib AML program through the topline results from the first pivotal Phase 3 KOMET-017 frontline trial, anticipated in 2028. More on Kura Oncology Kura Oncology, Inc. (KURA) Discusses Updated Data on Darlifarnib and Cabozantinib Combination in Advanced Renal Cell Carcinoma - Slideshow Kura Oncology: Poised For A Lift With Combinations Kura Oncology, Inc. (KURA) Discusses Updated Data on Darlifarnib and Cabozantinib Combination in Advanced Renal Cell Carcinoma Transcript Kura Oncology Q1 2026 Earnings Preview Kura rises after early-stage trial data for kidney cancer therapy
SELLAS Life Sciences press release ( SLS ): Q1 GAAP EPS of -$0.05 beats by $0.01 . Cash Position: As of March 31, 2026, cash and cash equivalents totaled approximately $107.1 million. Subsequent to March 31, 2026, the Company received an additional $7.5 million in proceeds from the exercise of previously outstanding warrants. More on SELLAS Life Sciences Sellas Life Sciences: 'Hold' As Phase 3 AML...
SELLAS Life Sciences press release ( SLS ): Q1 GAAP EPS of -$0.05 beats by $0.01 . Cash Position: As of March 31, 2026, cash and cash equivalents totaled approximately $107.1 million. Subsequent to March 31, 2026, the Company received an additional $7.5 million in proceeds from the exercise of previously outstanding warrants. More on SELLAS Life Sciences Sellas Life Sciences: 'Hold' As Phase 3 AML Study Progresses To Key Event Sellas Life Sciences: Behind The Big Surge Sellas Life Sciences: REGAL Study Results Due Any Day Are A Major Potential Upside Catalyst Seeking Alpha’s Quant Rating on SELLAS Life Sciences Historical earnings data for SELLAS Life Sciences
RALEIGH, N.C., May 12, 2026 (GLOBE NEWSWIRE) -- Lumexa Imaging (Nasdaq: LMRI), one of the nation’s largest providers of outpatient imaging services, today announced results for the first quarter ended March 31, 2026, and reiterated full year 2026 guidance.
RALEIGH, N.C., May 12, 2026 (GLOBE NEWSWIRE) -- Lumexa Imaging (Nasdaq: LMRI), one of the nation’s largest providers of outpatient imaging services, today announced results for the first quarter ended March 31, 2026, and reiterated full year 2026 guidance.
Beijing lashed out at Paraguay on Monday after President Santiago Pena wrapped up a four-day visit to Taiwan, branding Paraguayan leaders as willing “chess pieces” for independence forces on the self-ruled island that China claims as its own territory. Foreign ministry spokesman Guo Jiakun said China “firmly opposes and condemns” the trip and urged Asuncion to “change course at an early date” and ...
Beijing lashed out at Paraguay on Monday after President Santiago Pena wrapped up a four-day visit to Taiwan, branding Paraguayan leaders as willing “chess pieces” for independence forces on the self-ruled island that China claims as its own territory. Foreign ministry spokesman Guo Jiakun said China “firmly opposes and condemns” the trip and urged Asuncion to “change course at an early date” and recognise the one-China principle. “The wheels of history wait for no one. Rejecting the one-China...
In trading on Tuesday, shares of the Distillate US Fundamental Stability & Value ETF (Symbol: DSTL) crossed below their 200 day moving average of $58.52, changing hands as low as $58.15 per share. Distillate US Fundamental Stability & Value shares are currently trading
In trading on Tuesday, shares of the Distillate US Fundamental Stability & Value ETF (Symbol: DSTL) crossed below their 200 day moving average of $58.52, changing hands as low as $58.15 per share. Distillate US Fundamental Stability & Value shares are currently trading
In trading on Tuesday, shares of Ralph Lauren Corp (Symbol: RL) crossed below their 200 day moving average of $339.84, changing hands as low as $330.63 per share. Ralph Lauren Corp shares are currently trading down about 1.9% on the day. The chart below shows the one year perf
In trading on Tuesday, shares of Ralph Lauren Corp (Symbol: RL) crossed below their 200 day moving average of $339.84, changing hands as low as $330.63 per share. Ralph Lauren Corp shares are currently trading down about 1.9% on the day. The chart below shows the one year perf
In trading on Tuesday, shares of Federal Signal Corp. (Symbol: FSS) crossed below their 200 day moving average of $116.46, changing hands as low as $113.15 per share. Federal Signal Corp. shares are currently trading down about 1.2% on the day. The chart below shows the one ye
In trading on Tuesday, shares of Federal Signal Corp. (Symbol: FSS) crossed below their 200 day moving average of $116.46, changing hands as low as $113.15 per share. Federal Signal Corp. shares are currently trading down about 1.2% on the day. The chart below shows the one ye
ST. LOUIS, May 12, 2026 (GLOBE NEWSWIRE) -- Stereotaxis (NYSE: STXS), a pioneer and global leader in surgical robotics for minimally invasive endovascular intervention, today reported business updates and financial results for the first quarter ended March 31, 2026.
ST. LOUIS, May 12, 2026 (GLOBE NEWSWIRE) -- Stereotaxis (NYSE: STXS), a pioneer and global leader in surgical robotics for minimally invasive endovascular intervention, today reported business updates and financial results for the first quarter ended March 31, 2026.