IQVIA press release ( IQV ): Q1 Non-GAAP EPS of $2.90 beats by $0.08 . Revenue of $4.15B (+8.4% Y/Y) beats by $50M . Commercial Solutions Revenue of $1,754 million, up 11.6% reported year-over-year R&D Solutions Revenue of $2,397 million, up 6.2% reported year-over-year R&D Solutions contracted backlog of $34.2 billion, R&D Solutions Net New Bookings of $2.5 billion Operating Cash Flow of $618 mil...
IQVIA press release ( IQV ): Q1 Non-GAAP EPS of $2.90 beats by $0.08 . Revenue of $4.15B (+8.4% Y/Y) beats by $50M . Commercial Solutions Revenue of $1,754 million, up 11.6% reported year-over-year R&D Solutions Revenue of $2,397 million, up 6.2% reported year-over-year R&D Solutions contracted backlog of $34.2 billion, R&D Solutions Net New Bookings of $2.5 billion Operating Cash Flow of $618 million; Free Cash Flow of $491 million, up 15% year-over-year, representing 100% of Adjusted Net Income Repurchased $552 million of IQVIA ( IQV ) common stock Reaffirming full-year 2026 guidance for revenue and Adjusted EBITDA; raising full-year 2026 guidance for Adjusted Diluted Earnings per Share to $12.65 - $12.95 (vs. consensus of $12.70) More on IQVIA IQVIA Holdings Inc. (IQV) Presents at Barclays 28th Annual Global Healthcare Conference Transcript IQVIA Holdings Inc. (IQV) Presents at Leerink Global Healthcare Conference 2026 Transcript IQVIA Holdings: Still Exceeding Expectations As A Stealth Compounder IQVIA Q1 2026 Earnings Preview OpenAI launches GPT-Rosalind, an AI model for life sciences research
uniQure press release ( QURE ): Q1 GAAP EPS of -$0.85 beats by $0.01 . Revenue of $3.56M (+126.8% Y/Y) misses by $1.71M . The increase of $2.0 million is due to an increase in license revenue, compared to the prior period. More on uniQure A Unique Situation For UniQure uniQure: Worst Case Scenario Becomes Reality uniQure: The Worst Case Scenario Just Got Official (Rating Downgrade) uniQure rises a...
uniQure press release ( QURE ): Q1 GAAP EPS of -$0.85 beats by $0.01 . Revenue of $3.56M (+126.8% Y/Y) misses by $1.71M . The increase of $2.0 million is due to an increase in license revenue, compared to the prior period. More on uniQure A Unique Situation For UniQure uniQure: Worst Case Scenario Becomes Reality uniQure: The Worst Case Scenario Just Got Official (Rating Downgrade) uniQure rises after regulatory updates on gene therapy uniQure upgraded at Mizuho on improved outlook for Huntington's asset AMT-130
Sunoco LP press release ( SUN ): Q1 GAAP EPS of $2.85 beats by $1.13 . Revenue of $10.69B (+106.4% Y/Y) beats by $500M . Adjusted EBITDA of $867 million, excluding one-time transaction-related expenses, and Distributable Cash Flow, as adjusted (1) , of $535 million. Increases quarterly distribution by 6.25%. The first quarter of 2026 distribution represents an increase of over 10% versus the first...
Sunoco LP press release ( SUN ): Q1 GAAP EPS of $2.85 beats by $1.13 . Revenue of $10.69B (+106.4% Y/Y) beats by $500M . Adjusted EBITDA of $867 million, excluding one-time transaction-related expenses, and Distributable Cash Flow, as adjusted (1) , of $535 million. Increases quarterly distribution by 6.25%. The first quarter of 2026 distribution represents an increase of over 10% versus the first quarter of 2025. More on Sunoco LP I Own The Gas Pump With 6% Yields And 5% Dividend Growth: Sunoco Sunoco: Set For Distribution Growth Despite IDR Headwinds Sunoco After Earnings: New All-Time Highs Within Reach (Upgrade) Sunoco LP Q1 2026 Earnings Preview Sunoco prices upsized $1.2B senior notes
WEC Energy press release ( WEC ): Q1 GAAP EPS of $2.45 beats by $0.12 . Revenue of $3.43B (+8.9% Y/Y) beats by $10M . The company is reaffirming its 2026 earnings guidance of $5.51 to $5.61 per share vs. $5.60 consensus More on WEC Energy WEC Energy: The Time To Buy Has Now Passed (Rating Downgrade) WEC Energy Group: Earnings Potential Tied To Capital Plan Execution WEC Energy: Keep Warm With Util...
WEC Energy press release ( WEC ): Q1 GAAP EPS of $2.45 beats by $0.12 . Revenue of $3.43B (+8.9% Y/Y) beats by $10M . The company is reaffirming its 2026 earnings guidance of $5.51 to $5.61 per share vs. $5.60 consensus More on WEC Energy WEC Energy: The Time To Buy Has Now Passed (Rating Downgrade) WEC Energy Group: Earnings Potential Tied To Capital Plan Execution WEC Energy: Keep Warm With Utility Dividends WEC Energy Q1 2026 Earnings Preview Quant check: Power stocks in focus as EVs, data center demand drive global electricity surge
Duke Energy press release ( DUK ): Q1 Non-GAAP EPS of $1.93 beats by $0.13 . Revenue of $9.18B (+11.3% Y/Y) beats by $690M . The company is reaffirming its 2026 adjusted EPS guidance of $6.55 to $6.80 vs $6.70 consensus and long-term adjusted EPS growth rate of 5% to 7% through 2030 off the 2025 midpoint of $6.30, with confidence to earn in the top half of the range beginning in 2028. More on Duke...
Duke Energy press release ( DUK ): Q1 Non-GAAP EPS of $1.93 beats by $0.13 . Revenue of $9.18B (+11.3% Y/Y) beats by $690M . The company is reaffirming its 2026 adjusted EPS guidance of $6.55 to $6.80 vs $6.70 consensus and long-term adjusted EPS growth rate of 5% to 7% through 2030 off the 2025 midpoint of $6.30, with confidence to earn in the top half of the range beginning in 2028. More on Duke Energy Duke Energy's Products Give Us A Credit Risk-Free Opportunity Once Again Duke Energy: Surging Treasury Yields Could Spark Volatility For This Utility Duke Energy: Prime Sunbelt Assets Set It Up For AI Tailwinds Duke Energy preview – this utility faces rate-driven volatility Duke Energy gets NRC extension to operate Robinson nuclear plant to 2050
Rockwell Automation press release ( ROK ): Q2 Non-GAAP EPS of $3.30 beats by $0.42 . Revenue of $2.24B (+12.0% Y/Y) beats by $80M . Total ARR up 6% year over year Updates fiscal 2026 reported sales growth and organic sales growth ranges to 5% - 9% Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48 and Adjusted EPS guidance range to $12.50 - $13.10 Introduces Enterprise operating pro...
Rockwell Automation press release ( ROK ): Q2 Non-GAAP EPS of $3.30 beats by $0.42 . Revenue of $2.24B (+12.0% Y/Y) beats by $80M . Total ARR up 6% year over year Updates fiscal 2026 reported sales growth and organic sales growth ranges to 5% - 9% Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48 and Adjusted EPS guidance range to $12.50 - $13.10 Introduces Enterprise operating profit and Enterprise operating margin performance measures, which include Corporate and other expenses. Fiscal Year 2026 Outlook The table below provides updated fiscal 2026 guidance . Following the April 1, 2026 dissolution of the Sensia joint venture, the sales, earnings, and cash flows of the divested businesses are excluded from second-half guidance. Organic sales growth for the third and fourth quarters will reflect adjustments for comparable prior-year periods. Updated Guidance (1) Prior Guidance (1) Reported sales midpoint ~$8.9B vs. $8.87B consensus ~$8.8B Reported sales growth 5% - 9% 3% - 7% Organic sales growth (2) 5% - 9% 2% - 6% Divestiture ~ (1.5)% ~ 0% Currency translation ~ 1.5% ~ 1% Diluted EPS $11.88 - $12.48 $10.75 - $11.55 Adjusted EPS (2) $12.50 - $13.10 vs. $12.14 consensus $11.40 - $12.20 Click to enlarge More on Rockwell Automation Rockwell Automation: The Premiumization Is Unconvincing In 2026 Rockwell Automation, Inc. (ROK) Presents at Bank of America Global Industrials Conference 2026 Transcript Rockwell Automation, Inc. (ROK) Presents at Bank of America Global Industrials Conference 2026 - Slideshow Rockwell Automation Q2 2026 Earnings Preview Rockwell Automation declares $1.38 dividend
Jeenah Moon/Getty Images News Pfizer ( PFE ) shares were muted even as the company topped Wall Street estimates with its first quarter results and reaffirmed its full-year outlook. The New York-based pharma giant generated adjusted EPS of $0.75 (-18% Y/Y) on revenue of $14.5B, a 5% rise compared to the prior-year quarter, reflecting an operational increase of $304M, or 2%. Pfizer ( PFE ) is workin...
Jeenah Moon/Getty Images News Pfizer ( PFE ) shares were muted even as the company topped Wall Street estimates with its first quarter results and reaffirmed its full-year outlook. The New York-based pharma giant generated adjusted EPS of $0.75 (-18% Y/Y) on revenue of $14.5B, a 5% rise compared to the prior-year quarter, reflecting an operational increase of $304M, or 2%. Pfizer ( PFE ) is working to streamline costs while rebuilding its pipeline to support future growth. However, several key products face increasing pressure, with drugs like Prevnar and Vyndaqel encountering new competition, while demand for COVID-related products continues to decline. Q1 operational growth was driven by higher sales of older medicines, including cancer drug Padcev, blood thinner Eliquis, oncology biosimilars, and migraine treatment Nurtec, though this was partly offset by declining COVID-19 product revenue. The drugmaker reported strong growth in Eliquis sales at around $2.17B (+13% Y/Y, above $1.93B estimates), while COVID-19 medication Paxlovid revenue fell sharply to $186M (-62% Y/Y, below $248.4M estimates), and the Prevnar franchise generated $1.69B (+2% Y/Y, ahead of $1.62B estimates). The company also reaffirmed its 2026 sales guidance of $59.5B to $62.5B, in line with the average analyst expectation of $61.37B . Adjusted diluted EPS is projected to be in the range of $2.80 to $3.00 (vs. consensus of $2.96). Albert Bourla, chairman and CEO of Pfizer, said: “We're off to a strong start in 2026, and it reinforces our confidence that we will successfully navigate this defining period for Pfizer. Our R&D pipeline is advancing on multiple fronts – with positive Phase 3 readouts and encouraging mid-stage results building meaningful momentum – and I'm particularly encouraged by what we're seeing in oncology and obesity, two areas where I believe Pfizer is positioned to lead.” Weighing on the results, Edmund Ingham , Investing Group Leader for Haggerston BioHealth, said, "Pfizer e...
Harley-Davidson press release ( HOG ): Q1 GAAP EPS of $0.22 misses by $0.01 . Revenue of $1.17B (-12.0% Y/Y) beats by $173.38M . North American retail motorcycle sales of 23,803 units, up 14% vs. prior year Global retail motorcycle sales of 33,507 units, up 8% vs. prior year Global dealer inventory levels of new motorcycles ended Q1 '26 down 22% vs. end Q1 '25 HDMC global motorcycle shipments of 3...
Harley-Davidson press release ( HOG ): Q1 GAAP EPS of $0.22 misses by $0.01 . Revenue of $1.17B (-12.0% Y/Y) beats by $173.38M . North American retail motorcycle sales of 23,803 units, up 14% vs. prior year Global retail motorcycle sales of 33,507 units, up 8% vs. prior year Global dealer inventory levels of new motorcycles ended Q1 '26 down 22% vs. end Q1 '25 HDMC global motorcycle shipments of 37,295, down 3% vs. prior year HDMC revenue of $1.1 billion, down 2% vs. prior year HDFS operating income margin of 19.9% Delivered diluted EPS of $0.22 Repurchased $128 million of shares (6.6 million shares) on a discretionary basis Incurred $15 million of costs related to strategic changes, including termination benefits and other restructuring charges For the full year 2026, the Company reaffirms its guidance and continues to expect: HDMC global motorcycle retail sales of 130,000 to 135,000 units HDMC global motorcycle wholesale shipments of 130,000 to 135,000 units HDMC operating income of a $40 million loss to a $10 million profit HDFS operating income of $45 to $60 million LiveWire operating loss of $70 to $80 million Harley-Davidson, Inc. capital investments of $175 to $200 million More on Harley-Davidson Harley-Davidson: Possibly The Next Big Short Squeeze Harley-Davidson: Shares Trading At A Sizeable Discount To Tangible Book Value Harley-Davidson, Inc. (HOG) Discusses HDFS Business Model Update and Strategic Partnerships with KKR and PIMCO - Slideshow Harley-Davidson Q1 2026 Earnings Preview Private credit seeks billions in credit-card debt incurred by consumers
Small-cap stocks delivered some of the most explosive returns in the market over the past month, with the top performers posting gains ranging from 98% to over 157%, a range that reflects both genuine fundamental catalysts and the high-beta volatility that defines the small-cap universe. Leading the list is Viking Acquisition Corp. I ( VACI.WS ) with a 157.63% gain, followed by Atomera ( ATOM ) at...
Small-cap stocks delivered some of the most explosive returns in the market over the past month, with the top performers posting gains ranging from 98% to over 157%, a range that reflects both genuine fundamental catalysts and the high-beta volatility that defines the small-cap universe. Leading the list is Viking Acquisition Corp. I ( VACI.WS ) with a 157.63% gain, followed by Atomera ( ATOM ) at 154.79% and agilon health ( AGL ) at 150.83%, the latter surging on the announcement of healthcare veteran Tim O'Rourke as its new CEO effective May 7, 2026,a leadership change that has reignited investor confidence in a company working to restructure its business model. Bandwidth Inc. ( BAND ) rounded out the top five with a 149.42% gain as its cloud communications platform attracted renewed investor interest. Further down the list, Wolfspeed ( WOLF ) and Xerox ( XRX ) each more than doubled, Wolfspeed surging over 105% in the month as the silicon carbide chipmaker's restructuring narrative gained traction, with its 1-month gain confirmed at approximately 110% by multiple data sources. Inhibrx Biosciences ( INBX ) also crossed the 100% threshold with a verified 1-month gain of roughly 102%, supported by a strong year-over-year performance that has seen the biotech climb nearly 945% over the past year. On the quant side, Rackspace Technology (RXT, 4.48) and Everspin Technologies (MRAM, 4.36) carry Buy ratings, the two names where price momentum and fundamental strength are most clearly aligned across the list. Viking Acquisition Corp. I ( VACI.WS ), 1 month performance percentage: 157.63% Atomera Incorporated ( ATOM ), 1 month performance percentage: 154.79% agilon health, inc. ( AGL ), 1 month performance percentage: 150.84% Bandwidth Inc. ( BAND ), 1 month performance percentage: 149.42% Rackspace Technology, Inc. ( RXT ), 1 month performance percentage: 109.92% Xerox Holdings Corporation ( XRX ), 1 month performance percentage: 106.35% Wolfspeed, Inc. ( WOLF ), 1 month ...
CoreWeave still looks attractive despite its recent rally, particularly as the company prepares to update investors on its pipeline of multibillion-dollar deals with its first-quarter earnings report later this week, according to two firms on Wall Street. Bank of America, which has a buy rating on the cloud-computing name, raised its price objective on shares to $140 from $120. That new target sug...
CoreWeave still looks attractive despite its recent rally, particularly as the company prepares to update investors on its pipeline of multibillion-dollar deals with its first-quarter earnings report later this week, according to two firms on Wall Street. Bank of America, which has a buy rating on the cloud-computing name, raised its price objective on shares to $140 from $120. That new target suggests nearly 12% upside from Monday's close. Jefferies also raised its price target on shares to $160 from $120, implying 28% upside from their closing price on Monday. The firm also has a buy rating on the stock. "CRWV is set for a major [remaining performance obligation] step-up after announcing 3 deals in [April]," Jefferies analyst Brent Thill said in a note, referring to the company's deals with Meta, Anthropic and Jane Street announced last month. "Consistent execution on [revenue], [margins] & active power is key to restoring [long-term] conviction in targets. Our checks reinforce unrelenting AI compute demand & CRWV's edge in hosting increasingly complex workloads," he added. CRWV YTD mountain CRWV year to date Shares have jumped 75% in the year to date as hyperscalers seek out cloud-computing services for their artificial intelligence-focused data centers. Amid the surge, CoreWeave has built up a pipeline of commitments worth more than $95 billion, which includes a $21 billion agreement with Meta and a $6 billion deal with Jane Street signed in April. It also signed a deal with Anthropic last month, although the terms of the agreement are not public. Those investments into AI infrastructure should boost shares of CoreWeave, if a series of planned data centers are built according to schedule, per Bank of America. "Investors are increasingly focused on how efficiently this investment in capacity is converted into recognized revenue, particularly as RPO reached $60.7bn last quarter and incremental customer commitments were announced throughout the quarter," Bank of Am...
The Chinese navy has unveiled a new anti-drone air defence system, state media reported on Monday. In recent years, drones have fundamentally transformed naval warfare and emerged as a significant threat to modern warships in conflicts such as Russia’s war against Ukraine and the US-Israeli attacks on Iran. State broadcaster CCTV said a “finalisation test” – which certifies that a weapon system’s ...
The Chinese navy has unveiled a new anti-drone air defence system, state media reported on Monday. In recent years, drones have fundamentally transformed naval warfare and emerged as a significant threat to modern warships in conflicts such as Russia’s war against Ukraine and the US-Israeli attacks on Iran. State broadcaster CCTV said a “finalisation test” – which certifies that a weapon system’s design meets all operational requirements – had been successfully carried out in the Bohai Sea. In...
Fiserv press release ( FISV ): Q1 Non-GAAP EPS of $1.79 beats by $0.21 . Revenue of $4.68B (-2.3% Y/Y) misses by $50M . Fiserv continues to expect organic revenue growth of 1% to 3% and adjusted earnings per share of $8.00 to $8.30 for 2026. Shares +3.6% PM. More on Fiserv Fiserv: New Management, New Markets, New Hope Fiserv: Deeply Undervalued, But Don't Expect A Sharp Rebound Fiserv, Inc. (FISV)...
Fiserv press release ( FISV ): Q1 Non-GAAP EPS of $1.79 beats by $0.21 . Revenue of $4.68B (-2.3% Y/Y) misses by $50M . Fiserv continues to expect organic revenue growth of 1% to 3% and adjusted earnings per share of $8.00 to $8.30 for 2026. Shares +3.6% PM. More on Fiserv Fiserv: New Management, New Markets, New Hope Fiserv: Deeply Undervalued, But Don't Expect A Sharp Rebound Fiserv, Inc. (FISV) Presents at Wells Fargo Payments/Fintech Symposium 2026 Transcript Fiserv Q1 2026 Earnings Preview CPI Card, Fiserv form an alliance to modernize payment card issuance