Kenneth Cheung/iStock Unreleased via Getty Images Roblox ( RBLX ) shares are losing ground in after-hours trading after the gaming platform’s first-quarter user metrics missed estimates and lowered FY26 revenue well below Wall Street’s expectations, citing the impact from safety measures. In the first quarter, revenue grew 39% year-over-year to $1.4B, and bookings were up 43% to $1.7B, although th...
Kenneth Cheung/iStock Unreleased via Getty Images Roblox ( RBLX ) shares are losing ground in after-hours trading after the gaming platform’s first-quarter user metrics missed estimates and lowered FY26 revenue well below Wall Street’s expectations, citing the impact from safety measures. In the first quarter, revenue grew 39% year-over-year to $1.4B, and bookings were up 43% to $1.7B, although they were slightly below estimates of $1.42B and $1.73B, respectively. Despite a considerable increase in revenue, a 31% increase in cost of revenue and higher developer exchange fees—reflecting the increase to creator earnings—drove the company further into the red with a loss of $0.35 per share from a loss of $0.32 in the same quarter last year. This was, however, 5 cents better than anticipated. User metrics were mixed as daily active users grew by nearly 34M to 132M but was less than 143.8M estimates, while hours engaged were up 43% to 31B, shy of 33.7B estimates. DAU and bookings growth decelerated from the outsized gains experienced in 2025 along with the platform ban in Russia. The company also believes DAU and hours engaged were impacted by greater-than-expected headwinds from age checks, which restricted communication for non-age-checked users, diluted communication for age-checked users, and slowed new user acquisition. On the balance sheet, Roblox ( RBLX ) generated $629M in operating cash flow and $596M in free cash flow (versus $564.5M estimates), reflecting gains of 42% and 40%, respectively, year-over-year. Looking ahead to the current quarter, Roblox ( RBLX ) expects revenue to be within a range of $1.39B and $1.45B, well below $1.90B estimates. And for FY26, Roblox ( RBLX ) lowered its revenue guidance to reflect the continuation of the safety headwinds, now expected to increase by 20% to 25% to within a range of $5.878B and $6.14B versus previous guidance for growth of 23% to 29%. This compares to the consensus estimate of $8.42B. Bookings growth was also lo...
Apple Inc (NASDAQ:AAPL, XETRA:APC) reported fiscal second quarter 2026 results that topped Wall Street expectations for both revenue and earnings. The iPhone maker posted earnings per share of $2.01 on revenue of $111.2 billion for the quarter ended March 28, ahead of analyst estimates of...
Apple Inc (NASDAQ:AAPL, XETRA:APC) reported fiscal second quarter 2026 results that topped Wall Street expectations for both revenue and earnings. The iPhone maker posted earnings per share of $2.01 on revenue of $111.2 billion for the quarter ended March 28, ahead of analyst estimates of...
Weyerhaeuser press release ( WY ): Q1 Non-GAAP EPS of $0.11 beats by $0.06 . Revenue of $1.73B (+1.2% Y/Y) beats by $10M . Shares -1.67% AH. More on Weyerhaeuser Weyerhaeuser And Lumber: An Opportunity Weyerhaeuser: Upside Possible For 2026 Before Q1 Weyerhaeuser Company (WY) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript O'Keefe Stevens Advisory adds BAX, WY; exits BABA, ...
Weyerhaeuser press release ( WY ): Q1 Non-GAAP EPS of $0.11 beats by $0.06 . Revenue of $1.73B (+1.2% Y/Y) beats by $10M . Shares -1.67% AH. More on Weyerhaeuser Weyerhaeuser And Lumber: An Opportunity Weyerhaeuser: Upside Possible For 2026 Before Q1 Weyerhaeuser Company (WY) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript O'Keefe Stevens Advisory adds BAX, WY; exits BABA, MBGAF among Q1 moves Containerboard leads as forest products sector faces mixed Q1 earnings: RBC Capital
According to a recent SEC filing , Madison Wealth Partners, Inc. increased its position in VictoryShares Core Plus Bond ETF (NASDAQ:UBND) by 1,229,384 shares in the first quarter of 2026. The estimated value of the trade, calculated using the average closing price during the quarter, was $27.0 million. VictoryShares Core Plus Bond ETF (UBND) is a fixed-income exchange-traded fund designed to provi...
According to a recent SEC filing , Madison Wealth Partners, Inc. increased its position in VictoryShares Core Plus Bond ETF (NASDAQ:UBND) by 1,229,384 shares in the first quarter of 2026. The estimated value of the trade, calculated using the average closing price during the quarter, was $27.0 million. VictoryShares Core Plus Bond ETF (UBND) is a fixed-income exchange-traded fund designed to provide diversified exposure to the U.S. bond market, with an emphasis on investment-grade debt and a measured allocation to higher-yielding securities. Madison Wealth's decision to more than quadruple its stake in UBND -- from roughly 374,000 shares to over 1.6 million -- is an interesting move. More than a routine top-up of a position, this was a deliberate, large-scale shift into fixed income. Continue reading
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: Advisors Capital Management Portfolio Manager & Partner JoAnne Feeney, Hyatt Hotels Chairman President & CEO Mark Hoplamazian, Bokeh Capital Founder Kim Forrest, Royal Caribbean CEO Jason Liberty (Source: Bloomberg)
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: Advisors Capital Management Portfolio Manager & Partner JoAnne Feeney, Hyatt Hotels Chairman President & CEO Mark Hoplamazian, Bokeh Capital Founder Kim Forrest, Royal Caribbean CEO Jason Liberty (Source: Bloomberg)
Columbia Sportswear press release ( COLM ): Q1 GAAP EPS of $0.65 beats by $0.30 . Revenue of $779M (+0.1% Y/Y) beats by $20.74M . Guidance Net sales of $3.43 to $3.50 billion vs $3.46B consensus (unchanged), representing net sales growth of 1.0 to 3.0 percent (unchanged) compared to 2025. Gross margin of 50.3 percent to 50.5 percent (prior 49.8 percent to 50.0 percent), including an improvement re...
Columbia Sportswear press release ( COLM ): Q1 GAAP EPS of $0.65 beats by $0.30 . Revenue of $779M (+0.1% Y/Y) beats by $20.74M . Guidance Net sales of $3.43 to $3.50 billion vs $3.46B consensus (unchanged), representing net sales growth of 1.0 to 3.0 percent (unchanged) compared to 2025. Gross margin of 50.3 percent to 50.5 percent (prior 49.8 percent to 50.0 percent), including an improvement resulting from lower-than-planned U.S. tariffs driven by the temporary tariffs that are in place through July 2026. Operating income of $230 to $262 million (prior $211 to $243 million), representing operating margin of 6.7 to 7.5 percent of net sales (prior 6.2 to 6.9 percent). Diluted earnings per share of $3.55 to $4.00 (prior $3.20 to $3.65). More on Columbia Sportswear Columbia Sportswear Company 2025 Q4 - Results - Earnings Call Presentation Columbia Sportswear Company (COLM) Q4 2025 Earnings Call Transcript Columbia Sportswear's Plunge Doesn't Make The Stock A Good Fit Columbia Sportswear Q1 2026 Earnings Preview Apparel stocks to watch on back of Lululemon's mixed earnings report
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Crovik Media/iStock via Getty Images With the stock market entering into the Q1 earnings season at fresh highs, there has never been a more opportune time to be a contrarian. In my view, the large-cap semiconductor stocks that have dominated this year’s gains have become very crowded trades, prone to a downward rerating. Look to bargains instead in the small- and mid-cap space to protect your port...
Crovik Media/iStock via Getty Images With the stock market entering into the Q1 earnings season at fresh highs, there has never been a more opportune time to be a contrarian. In my view, the large-cap semiconductor stocks that have dominated this year’s gains have become very crowded trades, prone to a downward rerating. Look to bargains instead in the small- and mid-cap space to protect your portfolio from downside. As a prime example of the reward that is possible in investing in lesser-known stocks, look to Bandwidth ( BAND ). The communications platform as a service company just skyrocketed more than 45% after reporting a blowout Q1 earnings, and the market is rerating the company as one that may have potential tailwinds from AI rather than net risk. The stock has more than doubled since the start of the year, smashing the S&P 500’s gains; and yet, even despite this rally, Bandwidth remains a small-cap company with very buyable multiples. Data by YCharts I last wrote a buy article on Bandwidth in February, when the stock was trading at a mere $15 per share. In hindsight, I wish I had loaded up more on my position. The company is now positioned to see accelerating growth this year amid the midterm elections (which typically drive a surge in messaging revenue) on top of a fresh new partnership that is slated to bring in more AI-related workflows. I’m reiterating my buy rating here. Outside of blowout results, which we’ll discuss in the next section, the core headline that investors should be aware of is that Bandwidth just struck a high-profile partnership with Salesforce’s ( CRM ) Agentforce. Now, let’s back up for a minute to my overall macro view on the so-called “SaaSpocalypse”: I believe it to be broadly overblown. Where I believe AI will have the most impact is on layoffs and overall headcount reduction, which will primarily impact companies that price their products on a per-seat basis (Bandwidth, which is based on message volumes, does not share this weakn...
Weave Communications press release ( WEAV ): Q1 Non-GAAP EPS of $0.04 beats by $0.02 . Revenue of $65.5M (+17.4% Y/Y) beats by $0.93M . Financial Second Quarter and Full Year 2026 Outlook The company expects to achieve the following financial results for the three months ending June 30, 2026, and the full year ending December 31, 2026: Second Quarter Full Year (in millions) Total revenue $67.2 - $...
Weave Communications press release ( WEAV ): Q1 Non-GAAP EPS of $0.04 beats by $0.02 . Revenue of $65.5M (+17.4% Y/Y) beats by $0.93M . Financial Second Quarter and Full Year 2026 Outlook The company expects to achieve the following financial results for the three months ending June 30, 2026, and the full year ending December 31, 2026: Second Quarter Full Year (in millions) Total revenue $67.2 - $68.2 $275.0 - $278.0 Non-GAAP income from operations $2.1 - $3.1 $10.5 - $13.5 Weighted average share count 79.6 79.8 Click to enlarge More on Weave Communications Weave Communications, Inc. (WEAV) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow Weave Communications: In-Line Results Support A Mixed View Weave Communications, Inc. (WEAV) Q4 2025 Earnings Call Transcript Weave Communications Q1 2026 Earnings Preview Weave outlines $273M-$276M 2026 revenue target as AI platform expansion accelerates
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me
Alphabet Inc. added a historic amount to its market capitalization on Thursday, following blowout quarterly earnings that sent the stock skyrocketing. The shares rose 10% to $384.80, adding $421 billion to its market valuation, the second-biggest one-day jump in market cap add for any stock ever, according to data compiled by Bloomberg. The record was set about a year ago, when Nvidia Corp. soared...
Alphabet Inc. added a historic amount to its market capitalization on Thursday, following blowout quarterly earnings that sent the stock skyrocketing. The shares rose 10% to $384.80, adding $421 billion to its market valuation, the second-biggest one-day jump in market cap add for any stock ever, according to data compiled by Bloomberg. The record was set about a year ago, when Nvidia Corp. soared by about $440 billion after President Donald Trump announced he was pausing his on tariffs. With Thursday’s move, Alphabet is now up 23% this year, a move that has added more than $860 billion to its market cap, resulting in a valuation of $4.65 trillion. That puts Alphabet within striking distance of overtaking Nvidia as the world’s largest company. The leader in AI chips has a $4.85 trillion market cap. Alphabet was one of four major technology companies that reported earnings Wednesday afternoon, and it was by far the standout. The company showed strong demand for its cloud and artificial intelligence offerings, which was taken as validation that its aggressive spending on AI was paying off. On the other hand, Microsoft Corp. fell 3.9% following its report, while Meta Platforms Inc. sank 8.6% as its spending comes under greater scrutiny. Amazon.com Inc. , the fourth megacap that reported, rose 0.8%.
Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Apple’s fiscal second-quarter results. Speaking on “Bloomberg The Close,” Goldberg says memory prices could put pressure on Apple’s gross margins.
Jay Goldberg, Seaport Research Partners semiconductors and electronics senior analyst, reacts to Apple’s fiscal second-quarter results. Speaking on “Bloomberg The Close,” Goldberg says memory prices could put pressure on Apple’s gross margins.
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, NiSource Inc. (Symbol: NI) has taken over the #351 spot from Albemarle Corp. (Symbol: ALB), according to The Online Investor. Market capitalization is an important da
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, NiSource Inc. (Symbol: NI) has taken over the #351 spot from Albemarle Corp. (Symbol: ALB), according to The Online Investor. Market capitalization is an important da
Trupanion press release ( TRUP ): Q1 GAAP EPS of $0.11 beats by $0.03 . Revenue of $384M (+12.3% Y/Y) beats by $4.23M . Total enrolled pets (including pets from our other business segment) was 1,637,665 at March 31, 2026, a decrease of 2% over March 31, 2025. Subscription business revenue was $269.5 million, an increase of 16% compared to the first quarter of 2025. Subscription enrolled pets was 1...
Trupanion press release ( TRUP ): Q1 GAAP EPS of $0.11 beats by $0.03 . Revenue of $384M (+12.3% Y/Y) beats by $4.23M . Total enrolled pets (including pets from our other business segment) was 1,637,665 at March 31, 2026, a decrease of 2% over March 31, 2025. Subscription business revenue was $269.5 million, an increase of 16% compared to the first quarter of 2025. Subscription enrolled pets was 1,105,783 at March 31, 2026, an increase of 5% over March 31, 2025. More on Trupanion Trupanion: Pet Insurer Hits Key Milestone (Rating Upgrade) Trupanion, Inc. (TRUP) Presents at BofA Securities Animal Health Summit Transcript Trupanion, Inc. (TRUP) Q4 2025 Earnings Call Transcript Trupanion Q1 2026 Earnings Preview Trupanion outlines 14% subscription revenue growth target for 2026 while highlighting record retention and margin gains
Exponent press release ( EXPO ): Q1 GAAP EPS of $0.59 beats by $0.02 . Revenue of $166.3M (+14.3% Y/Y) beats by $13.28M . For the second quarter of fiscal 2026 as compared to the same period one year prior, Exponent anticipates: Revenues before reimbursements to grow in the high-single digits; and, EBITDA to be 27.0% to 27.8% of revenues before reimbursements. For the full fiscal year 2026 as comp...
Exponent press release ( EXPO ): Q1 GAAP EPS of $0.59 beats by $0.02 . Revenue of $166.3M (+14.3% Y/Y) beats by $13.28M . For the second quarter of fiscal 2026 as compared to the same period one year prior, Exponent anticipates: Revenues before reimbursements to grow in the high-single digits; and, EBITDA to be 27.0% to 27.8% of revenues before reimbursements. For the full fiscal year 2026 as compared to fiscal year 2025, Exponent is maintaining its guidance and anticipates: Revenues before reimbursements to grow in the high-single digits; and, EBITDA to be 27.6% to 28.1% of revenues before reimbursements. More on Exponent Exponent, Inc. (EXPO) Q4 2025 Earnings Call Transcript Exponent announces leadership changes effective May 2026 Small- and mid-cap industrials enter ‘next wave’ for rebalancing: J.P. Morgan Seeking Alpha’s Quant Rating on Exponent Historical earnings data for Exponent
Sinclair Broadcast press release ( SBGI ): Q1 EPS of $0.28 may not be comparable to consensus of -$0.71. Revenue of $807M (+4.0% Y/Y) beats by $15.79M . The Company is reaffirming its 2026 full year financial guidance provided in February in conjunction with the Company's fourth quarter earnings release. More on Sinclair Broadcast Sinclair, Inc. (SBGI) Presents at Deutsche Bank 34th Annual Media, ...
Sinclair Broadcast press release ( SBGI ): Q1 EPS of $0.28 may not be comparable to consensus of -$0.71. Revenue of $807M (+4.0% Y/Y) beats by $15.79M . The Company is reaffirming its 2026 full year financial guidance provided in February in conjunction with the Company's fourth quarter earnings release. More on Sinclair Broadcast Sinclair, Inc. (SBGI) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Sinclair, Inc. (SBGI) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript Sinclair: Managing Secular Pressures Well (Upgrade) Sinclair Broadcast Q1 2026 Earnings Preview Communication services stocks with the highest dividend yields amid market volatility