AST SpaceMobile press release ( ASTS ): Q1 GAAP EPS of -$0.66 misses by $0.46 . Revenue of $14.74M (+2005.7% Y/Y) misses by $21.84M . The company said it is on track to achieve full year 2026 revenue guidance of $150.0 million to $200.0 million vs consensus of $181.13M, primarily driven by mobile network partners and the U.S. Government Shares -5.7% AH. More on AST SpaceMobile Earnings Preview On ...
AST SpaceMobile press release ( ASTS ): Q1 GAAP EPS of -$0.66 misses by $0.46 . Revenue of $14.74M (+2005.7% Y/Y) misses by $21.84M . The company said it is on track to achieve full year 2026 revenue guidance of $150.0 million to $200.0 million vs consensus of $181.13M, primarily driven by mobile network partners and the U.S. Government Shares -5.7% AH. More on AST SpaceMobile Earnings Preview On AST SpaceMobile: Strong Buy Due To Growth Prospects AST SpaceMobile Got Delivered To The Wrong Address AST SpaceMobile: What The Selloff Gets Wrong AST SpaceMobile Q1 2026 Earnings Preview Sphere Entertainment tops communications services stocks in short interest; Alphabet sees the lowest exposure
Beazer Homes USA ( BZH ) said its board unanimously rejected multiple unsolicited acquisition proposals from Dream Finders Homes ( DFH ). Dream Finders’ latest May 5, 2026 proposal offered $25.75 per share in cash, down from prior offers of $29.00 and $28.50 per share. Beazer’s board stated the proposals significantly undervalued the company. The company noted the latest offer represented a 38% di...
Beazer Homes USA ( BZH ) said its board unanimously rejected multiple unsolicited acquisition proposals from Dream Finders Homes ( DFH ). Dream Finders’ latest May 5, 2026 proposal offered $25.75 per share in cash, down from prior offers of $29.00 and $28.50 per share. Beazer’s board stated the proposals significantly undervalued the company. The company noted the latest offer represented a 38% discount to its most recently reported book value of $41.83 per share, equating to roughly $450M in discounted value. Beazer emphasized that its land assets alone could not be replaced at their current carrying values, supporting its view that the bids were inadequate. Management said executing its multi-year strategy focused on community growth, balance sheet deleveraging, and increasing book value per share would create greater shareholder value. Beazer highlighted improving Q2 sales trends, expected gross margin expansion, rising average sales prices, and growing community count as operational strengths. The company recently expanded its unsecured revolving credit facility by $160M to $525M and extended the maturity to March 2030. Beazer also expects to generate more than $150M from sales of non-strategic land in fiscal 2026, with part of the proceeds supporting ongoing share repurchases. More on Beazer Homes, Dream Finders Homes Beazer Homes USA, Inc. 2026 Q2 - Results - Earnings Call Presentation Beazer Homes USA, Inc. (BZH) Q2 2026 Earnings Call Transcript Beazer Homes USA: Downgrading Is The Right Choice Due To Leverage And Market Concerns Beazer Homes rallies 22% after Dream Finders Homes' $704M buyout proposal Beazer Homes anticipates $5M-$10M adjusted EBITDA in Q3 as it targets over 200 communities by fiscal 2027
The Dow Jones index rose on the stock market today after President Trump delivered an Iran warning. Intel and Micron were winners. Michael Burry spoke out.
The Dow Jones index rose on the stock market today after President Trump delivered an Iran warning. Intel and Micron were winners. Michael Burry spoke out.
Cadre Holdings press release ( CDRE ): Q1 GAAP EPS of $0.05 misses by $0.02 . Net sales of $155.4M (+19.4% Y/Y) in-line. 2026 Outlook For the full year 2026, Cadre expects to generate net sales in the range of $736 million to $758 million and adjusted EBITDA in the range of $136 million and $141 million. We expect capital expenditures to be in the range of $10 million to $14 million. Cadre has not...
Cadre Holdings press release ( CDRE ): Q1 GAAP EPS of $0.05 misses by $0.02 . Net sales of $155.4M (+19.4% Y/Y) in-line. 2026 Outlook For the full year 2026, Cadre expects to generate net sales in the range of $736 million to $758 million and adjusted EBITDA in the range of $136 million and $141 million. We expect capital expenditures to be in the range of $10 million to $14 million. Cadre has not provided net income guidance due to the inherent difficulty of forecasting certain types of expenses and gains, which affect net income but not adjusted EBITDA. Therefore, we do not provide a reconciliation of adjusted EBITDA guidance to net income guidance. More on Cadre Holdings Cadre Holdings: Nuclear Stock Meltdown Creates Upgraded Strong Buy Opportunity Cadre Holdings, Inc. (CDRE) Q4 2025 Earnings Call Transcript Cadre Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation Cadre outlines 22% revenue and 24% EBITDA growth targets for 2026 while advancing M&A and backlog Cadre Holdings GAAP EPS of $0.27 misses by $0.13, revenue of $167.2M misses by $15.74M
On May 11, 2026, Catawba River Capital disclosed in a Securities and Exchange Commission (SEC) filing that it sold 199,018 shares of Cadre Holdings (NYSE:CDRE) in the first quarter, an estimated $7.95 million transaction based on quarterly average pricing. According to a filing published by the SEC on May 11, 2026, Catawba River Capital sold 199,018 shares of Cadre Holdings during the first quarte...
On May 11, 2026, Catawba River Capital disclosed in a Securities and Exchange Commission (SEC) filing that it sold 199,018 shares of Cadre Holdings (NYSE:CDRE) in the first quarter, an estimated $7.95 million transaction based on quarterly average pricing. According to a filing published by the SEC on May 11, 2026, Catawba River Capital sold 199,018 shares of Cadre Holdings during the first quarter. The estimated transaction value was $7.95 million, calculated using the average closing price for the period. The fund’s remaining stake at the end of the quarter stood at 260,318 shares, valued at $8.37 million. The net position value change, including price movement, was a decrease of $10.38 million. Cadre Holdings is a leading provider of protective equipment for law enforcement and first responders, leveraging a broad product portfolio and established brands to address critical safety needs. The company’s dual-segment model supports diversified revenue streams and positions it as a key supplier to both domestic and international government agencies. Scale, specialized expertise, and a strong reputation for reliability underpin its competitive advantage in the safety and defense industry. Continue reading
Alico press release ( ALCO ): Q2 GAAP EPS of $1.49 beats by $0.40 . Revenue of $5.34M (-70.3% Y/Y) beats by $2.89M . Fiscal Year 2026 Guidance The company expects to realize in fiscal year 2026 Adjusted EBITDA of approximately $14 million and end the fiscal year with cash of approximately $40 million and net debt of approximately $45 million, with only the minimum required balance of $2.5 million ...
Alico press release ( ALCO ): Q2 GAAP EPS of $1.49 beats by $0.40 . Revenue of $5.34M (-70.3% Y/Y) beats by $2.89M . Fiscal Year 2026 Guidance The company expects to realize in fiscal year 2026 Adjusted EBITDA of approximately $14 million and end the fiscal year with cash of approximately $40 million and net debt of approximately $45 million, with only the minimum required balance of $2.5 million on its revolving line of credit. This cash guidance reflects the deployment of $10.0 million for the stock repurchase program through April 2026. In the event that any additional capital is returned to shareholders through increased common dividends, special dividends, tender offers or open market share repurchases during the 2026 fiscal year, the Company’s cash balance could be further reduced and net debt could be correspondingly increased. More on Alico Seeking Alpha’s Quant Rating on Alico Historical earnings data for Alico Dividend scorecard for Alico Financial information for Alico
Natural Gas Services press release ( NGS ): Q1 GAAP EPS of $0.53 beats by $0.08 . Total revenue of $48.5M (+17.2% Y/Y) beats by $1.37M . Adjusted EBITDA increased 25.8% to $24.3 million for the three months ended March 31, 2026, from $19.3 million for the same period in 2025. Corporate Guidance — 2026 Outlook The Company now expects 2026 Adjusted EBITDA of $92.5 million to $97.5 million, compared ...
Natural Gas Services press release ( NGS ): Q1 GAAP EPS of $0.53 beats by $0.08 . Total revenue of $48.5M (+17.2% Y/Y) beats by $1.37M . Adjusted EBITDA increased 25.8% to $24.3 million for the three months ended March 31, 2026, from $19.3 million for the same period in 2025. Corporate Guidance — 2026 Outlook The Company now expects 2026 Adjusted EBITDA of $92.5 million to $97.5 million, compared to prior guidance of $90.5 to $95.5 million. The updated guidance reflects strong first quarter performance, high utilization, and contracted fleet expansion balanced with expectations for inflationary pressures in the remainder of 2026. Outlook FY 2026 Adjusted EBITDA $92.5 million - $97.5 million FY 2026 Growth Capital Expenditures $55.0 million - $70.0 million FY 2026 Maintenance Capital Expenditures $15.0 million - $18.0 million Click to enlarge More on Natural Gas Services Natural Gas Services: Due For A Valuation Re-Rating Natural Gas Services: Naturally Strong With Potential Growth Drivers To Support Valuation Natural Gas Services Group, Inc. (NGS) Q4 2025 Earnings Call Transcript NGS outlines $90.5M–$95.5M adjusted EBITDA guidance for 2026 as large horsepower fleet expansion continues Natural Gas Services GAAP EPS of $0.32 misses by $0.05, revenue of $44.3M beats by $0.5M
GoPro ( GPRO ) said on Monday its board authorized a formal review of strategic alternatives that could include a sale of the company or a merger. Shares of the company rose 3% in after-hours trading. "We are excited to work with our advisors to evaluate potential opportunities in various sectors to maximize shareholder value," said CEO Nicholas Woodman The company added that it recently received ...
GoPro ( GPRO ) said on Monday its board authorized a formal review of strategic alternatives that could include a sale of the company or a merger. Shares of the company rose 3% in after-hours trading. "We are excited to work with our advisors to evaluate potential opportunities in various sectors to maximize shareholder value," said CEO Nicholas Woodman The company added that it recently received several unsolicited strategic inquiries following its push into defense and aerospace markets. The review comes after GoPro engaged consulting firm Oliver Wyman in April to support expansion into defense-related applications. The CEO said the company plans to evaluate opportunities tied to its technology, intellectual property, manufacturing capabilities, and brand assets. GoPro said it has not set a timetable for the review process and cautioned there is no assurance any transaction will result. More on GoPro GoPro: Reiterating My Sell Rating On Weak Demand And Poor Fundamentals GoPro: Stronger Profit Execution Offset By Thin Liquidity And Storage Risks GoPro, Inc. (GPRO) Q4 2025 Earnings Call Transcript GoPro Non-GAAP EPS of -$0.35, revenue of $99.07M GoPro launches new MISSION camera series
AlTi Global press release ( ALTI ): Q1 Revenue of $73.1M (+26.0% Y/Y) beats by $9.3M . • Adjusted EBITDA of $15 million, increased 21% compared to Q1 25, largely driven by the higher management and incentive fees. More on AlTi Global AlTi Global, Inc. 2025 Q4 - Results - Earnings Call Presentation AlTi Global, Inc. (ALTI) Q4 2025 Earnings Call Transcript AlTi targets $20M in recurring annual gross...
AlTi Global press release ( ALTI ): Q1 Revenue of $73.1M (+26.0% Y/Y) beats by $9.3M . • Adjusted EBITDA of $15 million, increased 21% compared to Q1 25, largely driven by the higher management and incentive fees. More on AlTi Global AlTi Global, Inc. 2025 Q4 - Results - Earnings Call Presentation AlTi Global, Inc. (ALTI) Q4 2025 Earnings Call Transcript AlTi targets $20M in recurring annual gross savings by year-end 2026 as CEO transition and strategic review continue AlTi Global appoints Nancy Curtin as interim CEO Seeking Alpha’s Quant Rating on AlTi Global
Earnings Snapshot (Seeking Alpha) More on Quantum Computing D-Wave Quantum Vs. Quantum Computing: Early Revenue Premium Masks Long-Term Parity Quantum Computing: Rating Upgrade After Q4 Inflection Quarter More I Look At Quantum Computing, More I Like It: Upgrading To Buy Earnings week ahead: BABA, CSCO, PLUG, AMAT, JD, and more Quantum Computing Q1 2026 Earnings Preview
Earnings Snapshot (Seeking Alpha) More on Quantum Computing D-Wave Quantum Vs. Quantum Computing: Early Revenue Premium Masks Long-Term Parity Quantum Computing: Rating Upgrade After Q4 Inflection Quarter More I Look At Quantum Computing, More I Like It: Upgrading To Buy Earnings week ahead: BABA, CSCO, PLUG, AMAT, JD, and more Quantum Computing Q1 2026 Earnings Preview
Monty Rakusen/DigitalVision via Getty Images Boston Scientific Corporation ( BSX ) was founded in 1979 and is headquartered in Massachusetts. It specializes in medical devices sold to physicians and hospitals, principally dividing its business into two main segments : Cardiovascular and MedSurg. Within the former (representing approximately 2/3 of their revenue), they serve interventional cardiolo...
Monty Rakusen/DigitalVision via Getty Images Boston Scientific Corporation ( BSX ) was founded in 1979 and is headquartered in Massachusetts. It specializes in medical devices sold to physicians and hospitals, principally dividing its business into two main segments : Cardiovascular and MedSurg. Within the former (representing approximately 2/3 of their revenue), they serve interventional cardiology and vascular therapies, Watchman/cardiac rhythm management, electrophysiology, interventional oncology, and embolization. Their MedSurg segment (representing 1/3 of their revenue) includes devices serving endoscopy, urology, and neuromodulation. The company announced Q1 2026 earnings on April 22. BSX Q1 2026 earnings presentation Over the years, they have developed a host of transformative devices and therapies, providing solutions to save lives. They continue to work at the forefront of medical sciences and are considered one of the leading companies in this space. Over a 5-year period, BSX shares has underperformed the market, but only because the stock price has declined 50% from its all-time high in mid 2025. Seeking Alpha With this significant drawdown, investors will be interested to know whether – and crucially, when – a rebound might occur. What kind of growth can we expect in the company going forward? In this article, I’ll assess its business and broader industry, before considering various financial and valuation metrics to offer a risk/reward profile outlook. Business Prospects In the Q1 2026 results , Boston Scientific (hereafter: Boston) showed just 6% growth in MedSurg with its neuromodulation offerings representing the fastest growing (but also smallest) segment. With its cardiovascular segment, its Watchman system for treating non-valvular atrial fibrillation (AF) – an alternative to anticoagulant therapies (blood thinners) for patients with stroke risk – saw 19% y/y revenue growth. This and its electrophysiology (EP) segment represent the fastest-growin...
PagerDuty ( PD ) appointed John DiLullo as chief executive officer effective May 11, 2026. Jennifer Tejada stepped down as CEO and transitioned to executive chair of the board. Before joining PagerDuty, DiLullo served as CEO of Deepwatch and previously led LiveVox and Lastline. PagerDuty reaffirmed its Q1 FY2027 revenue guidance of $118M to $120M and full-year revenue guidance of $488.5M to $496.5...
PagerDuty ( PD ) appointed John DiLullo as chief executive officer effective May 11, 2026. Jennifer Tejada stepped down as CEO and transitioned to executive chair of the board. Before joining PagerDuty, DiLullo served as CEO of Deepwatch and previously led LiveVox and Lastline. PagerDuty reaffirmed its Q1 FY2027 revenue guidance of $118M to $120M and full-year revenue guidance of $488.5M to $496.5M. The company reaffirmed projected non-GAAP EPS of $0.23–$0.25 for Q1 FY2027 and $1.23–$1.28 for the full fiscal year. PagerDuty expects to report Q1 FY2027 financial results on May 28, 2026. More on PagerDuty The Bottom Fishing Club: PagerDuty - Time To Rebound? PagerDuty: A Clear 'Sell' As Churn Issue Worsens (Downgrade) PagerDuty's Weak Growth And Customer Churn Undermine Consumption Model Shift (Downgrade) PagerDuty gains amid activist investor speculation SA analyst upgrades/downgrades: MSFT, SPOT, ULTA, PD
DUBLIN, IRELAND, May 11, 2026 (GLOBE NEWSWIRE) -- STERIS plc (NYSE: STE) (“STERIS” or the “Company”) today announced financial results for its fiscal 2026 fourth quarter and full year ended March 31, 2026. Total revenue from continuing operations for the fourth quarter of fiscal 2026 increased 7% to $1.6 billion compared with $1.5 billion in the fourth quarter of fiscal 2025. Constant currency org...
DUBLIN, IRELAND, May 11, 2026 (GLOBE NEWSWIRE) -- STERIS plc (NYSE: STE) (“STERIS” or the “Company”) today announced financial results for its fiscal 2026 fourth quarter and full year ended March 31, 2026. Total revenue from continuing operations for the fourth quarter of fiscal 2026 increased 7% to $1.6 billion compared with $1.5 billion in the fourth quarter of fiscal 2025. Constant currency organic revenue growth from continuing operations grew 5% in the fourth quarter.
In the first full quarter since launch, 2,145 healthcare providers prescribed TONMYA ® , 3,588 patients initiated treatment, and ~5,400 prescriptions were filled
In the first full quarter since launch, 2,145 healthcare providers prescribed TONMYA ® , 3,588 patients initiated treatment, and ~5,400 prescriptions were filled