Zeta Global press release ( ZETA ): Q1 Revenue of $396.3M (+50.1% Y/Y) beats by $25.91M . Net loss of $13.25M. Second Quarter 2026 Increasing revenue guidance to a range of $419 million to $422 million vs consensus of $415.53M, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when exclu...
Zeta Global press release ( ZETA ): Q1 Revenue of $396.3M (+50.1% Y/Y) beats by $25.91M . Net loss of $13.25M. Second Quarter 2026 Increasing revenue guidance to a range of $419 million to $422 million vs consensus of $415.53M, up $4 million at the midpoint from the prior guidance of $416 million. The revised guidance represents a year-over-year growth rate of 36% to 37%, and 20% to 21% when excluding political candidate and Marigold’s Enterprise Business revenue. Increasing adjusted EBITDA guidance to a range of $86.2 million to $86.9 million, up $1.7 million at the midpoint from the prior guidance of $84.9 million. The revised guidance represents a year-over-year growth rate of 47% to 48% and an adjusted EBITDA margin of 20.4% to 20.8%. Full Year 2026 Increasing revenue guidance to a range of $1,779 million to $1,792 million vs consensus of $1.76B, up $30 million at the midpoint from the prior guidance of $1,755 million. Revised guidance represents a year-over-year growth rate of 36% to 37%, and 22% to 23% when excluding political candidate and Marigold’s Enterprise Business revenue. Increasing adjusted EBITDA guidance to a range of $396.2 million to $398.4 million, up $6.3 million at the midpoint from the prior guidance of $391.0 million. Revised guidance represents a year-over-year growth rate of 42% to 43% and an adjusted EBITDA margin of 22.1% to 22.4%. Increasing free cash flow guidance to a range of $234.5 million to $235.5 million, up $3.8 million at the midpoint from the prior guidance of $231.2 million. Revised guidance represents a year-over-year growth rate of 42% to 43% and a free cash flow margin of 13.1% to 13.2%. Shares +7% AH.
Invesco Mortgage Capital press release ( IVR ): Q1 EAD of $0.55 in-line. Book value per common share of $8.08 compared to $8.72 as of December 31, 2025 Economic return of (3.2)% compared to 8.0% in Q4 2025 More on Invesco Mortgage Capital Invesco Mortgage Capital: A Buying Opportunity Emerges In The Series C Preferred Shares Invesco Mortgage Capital Q1 2026 Earnings Preview Invesco Mortgage Capita...
Invesco Mortgage Capital press release ( IVR ): Q1 EAD of $0.55 in-line. Book value per common share of $8.08 compared to $8.72 as of December 31, 2025 Economic return of (3.2)% compared to 8.0% in Q4 2025 More on Invesco Mortgage Capital Invesco Mortgage Capital: A Buying Opportunity Emerges In The Series C Preferred Shares Invesco Mortgage Capital Q1 2026 Earnings Preview Invesco Mortgage Capital declares $0.12 dividend Historical earnings data for Invesco Mortgage Capital Dividend scorecard for Invesco Mortgage Capital
The Vaccine Safety Signal The Media Still Won't Read Authored by Dr. Joseph Fraiman via the Brownstone Institute , The serious-adverse-event signal found in the Pfizer and Moderna mRNA Covid-19 vaccine trials has been in the peer-reviewed literature for nearly four years. Mainstream media outlets, on the rare occasions they address it, have treated it not as evidence to be weighed but as misinform...
The Vaccine Safety Signal The Media Still Won't Read Authored by Dr. Joseph Fraiman via the Brownstone Institute , The serious-adverse-event signal found in the Pfizer and Moderna mRNA Covid-19 vaccine trials has been in the peer-reviewed literature for nearly four years. Mainstream media outlets, on the rare occasions they address it, have treated it not as evidence to be weighed but as misinformation to be managed - dismissed on the authority of experts without relevant expertise, or simply ignored. A recent BBC Radio 4 broadcast is a near-textbook example. The broadcast aired on Everything Is Fake and Nobody Cares , a BBC Radio 4 series hosted by Jamie Bartlett, whose stated purpose is to ask why, in so much of modern life, fakery is no longer punished but rewarded. It is a reasonable question. The most direct answer the series has produced to date appears inside one of its own episodes. In the episode in question, Bartlett devoted his broadcast to Dr. Aseem Malhotra and Covid-19 vaccine safety. As part of that segment, he aired a specific claim about a peer-reviewed paper I led, published in the journal Vaccine in September 2022. To evaluate Dr. Malhotra’s on-air statements, Bartlett brought in Dr. Vicky Male, a reproductive immunologist at Imperial College London. Dr. Male told listeners that the authors of the paper had been “specifically told to make it clear this paper should not be used” to support the kinds of claims Dr. Malhotra was making. That statement is not true. No one told us that. The paper does not contain such an instruction. I am one of its authors; I have the peer review correspondence; I know what the journal asked of us and what it did not. Anyone could have checked this in five minutes by reading the paper, which runs eight pages and is open-access online. Jamie Bartlett did not check. On the basis of an unchecked false claim about a scientific paper, Bartlett told his audience that Dr. Malhotra was spreading false information - on a podcas...
Boston Beer press release ( SAM ): Q1 Non-GAAP EPS of $1.64 misses by $0.33 . Revenue of $433.9M (-4.4% Y/Y) misses by $2.05M . Full-Year 2026 Projections The Company has updated its financial guidance for the full year 2026. The litigation related expenses of $15.52 per share detailed above is now included in GAAP earnings per share guidance. Full Year 2026 Current Guidance Previous Guidance Depl...
Boston Beer press release ( SAM ): Q1 Non-GAAP EPS of $1.64 misses by $0.33 . Revenue of $433.9M (-4.4% Y/Y) misses by $2.05M . Full-Year 2026 Projections The Company has updated its financial guidance for the full year 2026. The litigation related expenses of $15.52 per share detailed above is now included in GAAP earnings per share guidance. Full Year 2026 Current Guidance Previous Guidance Depletions and Shipments Percentage Change Down low-single digits to mid-single digits Flat to down mid-single digits Price Increases 1% to 2% 1% to 2% Gross Margin (including Tariffs) 48% to 50% 48% to 50% Tariff Costs ($ million) $20 to $30 $20 to $30 Advertising, Promotion, and Selling ExpenseYear Over Year Change ($ million) $20 to $40 $20 to $40 GAAP Tax Rate (Benefit)/ Provision (9.5%) to (10.5%) 29% to 30% Non GAAP Tax Rate Provision 29% to 30% - GAAP EPS (Income/ (Loss)) ($7.02) to ($5.02) $8.50 to $11.00 Non GAAP EPS $8.50 to $10.50 - Capital Spending ($ million) $70 to $90 $70 to $90 Click to enlarge More on Boston Beer Boston Beer: A Sobering Lesson - Time To Buy After The Fall From $1,300s To $200s? Boston Beer: Undervalued Future-Ready Brewer With Zero Debt And Aggressive Buybacks The Boston Beer Company, Inc. (SAM) Q4 2025 Earnings Call Transcript Boston Beer Q1 2026 Earnings Preview Most and least shorted large-cap consumer staples at March end
Roblox Corp. reported first-quarter users that fell short of analysts’ expectations after implementing safety features restricting how kids, who make up a majority of its audience, can use the platform. The video-game company’s 132 million daily active users fell under analysts’ estimates of 143.8 million. While that’s a 35% increase year-over-year, it marks the second consecutive decline compared...
Roblox Corp. reported first-quarter users that fell short of analysts’ expectations after implementing safety features restricting how kids, who make up a majority of its audience, can use the platform. The video-game company’s 132 million daily active users fell under analysts’ estimates of 143.8 million. While that’s a 35% increase year-over-year, it marks the second consecutive decline compared with the previous quarter. Bookings, a measure of sales, came in at $1.7 billion, falling slightly short of Wall Street’s expectations of $1.73 billion. Roblox shares were down about 16% in trading after the results were announced. Growth was “tempered by greater-than-expected headwinds from our age-check roll out,” according to Roblox’s shareholder letter. New child-safety updates “restricted on-platform communication for non-age checked users, diluted communication for age-checked users, and slowed new user acquisition.” In October, Chief Financial Officer Naveen Chopra warned that following a year marked by two record-breaking games there “could be potential headwinds from the tough comps” in 2026. The company attracts new players with hit games produced by third-party developers, and analysts have pointed out that there is no easy way to anticipate when a new popular title will launch. In the shareholder letter, Baszucki announced an internal metaverse project codenamed “Roblox Reality,” which he says “will define a new technical frontier that converges photorealism, multiplayer, and human-like NPCs [non-playable characters] into a single, unified reality.” Longtime concerns over children’s safety on the platform preceded a slate of new updates intended to prevent adults from grooming or sexually exploiting the site’s many young players. As of January, users who don’t participate in an age check may not be able to chat with others on the platform. By default, Roblox now blocks the chat function for users under 9. While analysts say these new safety measures may add fri...
Healthcare Realty press release ( HR ): Q1 FFO of $0.41 beats by $0.02 . Revenue of $278.99M (-6.7% Y/Y) misses by $2.61M . Same store cash NOI growth of +6.9%, tenant retention of 93.5% and+4.2% cash leasing spreads FY26 FFO consensus of $1.61 The Company's increased 2026 per share estimated guidance ranges are as follows: 2026 GUIDANCE ACTUAL PRIOR CURRENT 1Q 2026 LOW HIGH LOW HIGH Earnings per ...
Healthcare Realty press release ( HR ): Q1 FFO of $0.41 beats by $0.02 . Revenue of $278.99M (-6.7% Y/Y) misses by $2.61M . Same store cash NOI growth of +6.9%, tenant retention of 93.5% and+4.2% cash leasing spreads FY26 FFO consensus of $1.61 The Company's increased 2026 per share estimated guidance ranges are as follows: 2026 GUIDANCE ACTUAL PRIOR CURRENT 1Q 2026 LOW HIGH LOW HIGH Earnings per share $(0.00 ) $(0.05 ) $0.05 $(0.05 ) $0.05 NAREIT FFO per share $0.35 $1.44 $1.50 $1.45 $1.51 Normalized FFO per share $0.41 $1.58 $1.64 $1.59 $1.65 Same Store Cash NOI growth 6.9 % 3.5 % 4.5 % 3.75 % 4.75 % Click to enlarge More on Healthcare Realty Healthcare Realty: Mispriced High-Yield Bargain Healthcare Realty Trust Incorporated (HR) Q4 2025 Earnings Call Transcript Healthcare Realty outlines $1.61 FFO midpoint for 2026 while strengthening balance sheet and targeting NOI growth Mid-cap stocks with lowest dividend growth grade Seeking Alpha’s Quant Rating on Healthcare Realty
American International Group ( AIG ) Q1 earnings exceeded the Wall Street consensus on Thursday as its General Insurance unit’s underwriting income more than tripled from a year ago. Additionally, the company’s board declared a cash dividend of $0.50 per share on its common stock, an 11% increase from its prior dividend of $0.45. The company remains on track to meet or exceed the financial objecti...
American International Group ( AIG ) Q1 earnings exceeded the Wall Street consensus on Thursday as its General Insurance unit’s underwriting income more than tripled from a year ago. Additionally, the company’s board declared a cash dividend of $0.50 per share on its common stock, an 11% increase from its prior dividend of $0.45. The company remains on track to meet or exceed the financial objectives it outlined at its Investor Day in March, it said. Q1 adjusted EPS of $2.11, topping the average analyst estimate of $1.88, increased from $1.17 in the year-ago quarter. Q1 total net investment income, on an adjusted pretax income basis, was $915M, up 8% Y/Y. The General Insurance unit’s net investment income of $864M grew 17% Y/Y. AIG ( AIG ) stock gained 1.3% in Thursday after-hours trading. “We delivered impressive top-line growth with net premiums written increasing 24% year-over-year on a reported basis or 18% on a constant dollar basis,” said Chairman and CEO Peter Zaffino. “North America Commercial increased 36% year-over-year, International Commercial increased 12%, and Global Personal increased 11%, all on a constant dollar basis.” Q1 General Insurance net written premiums of $5.60B, exceeding the Visible Alpha consensus of $5.13B, increased 11% Y/Y. The unit’s underwriting income of $774M more than tripled from $243M a year ago, driven by lower catastrophe-related charges, improved accident year underwriting results, and higher favorable prior year development. General Insurance’s accident-year combined ratio, as adjusted, was 86.6% vs. 87.8% a year ago. Adjusted pretax income of $1.50B vs. $909M a year ago. Core operating return on equity rose to 12.2% from 7.7% a year ago. Adjusted tangible book value per share of $70.85 at March 31, 2026, rose/fell from $70.37 at Dec. 31, 2025. Conference call on May 1 at 8:30 AM. More on American International Group Global Insurer AIG Held At Bay For Now Despite A-Level Credit Rating American International Group, Inc. (AIG...
Ingram Micro Holding Corporation press release ( INGM ): Q1 Non-GAAP EPS of $0.75 beats by $0.03 . Revenue of $14B beats by $1.26B . Gross profit of $926.0 million, up 11.7% over prior year Net income of $98.9 million and non-GAAP net income(1) of $175.5 million, up year-over-year by 42.9% and 21.7%, respectively, on growth and continued operating efficiency More on Ingram Micro Holding Corporatio...
Ingram Micro Holding Corporation press release ( INGM ): Q1 Non-GAAP EPS of $0.75 beats by $0.03 . Revenue of $14B beats by $1.26B . Gross profit of $926.0 million, up 11.7% over prior year Net income of $98.9 million and non-GAAP net income(1) of $175.5 million, up year-over-year by 42.9% and 21.7%, respectively, on growth and continued operating efficiency More on Ingram Micro Holding Corporation Ingram Micro Holding: A Record Q4 Handed Back By A Secondary Offering Ingram Micro Holding Corporation 2025 Q4 - Results - Earnings Call Presentation Ingram Micro Holding Corporation (INGM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Ingram Micro wins two U.S. patents for innovations powering Xvantage Ingram Micro shareholder prices 8.99M-share offering at $22.25
Palo Alto Networks ( NASDAQ: PANW ) on Thursday said it plans to acquire Portkey to expand its capabilities in securing autonomous AI agents. Portkey provides an AI gateway that acts as a centralized control plane for managing and securing AI agent traffic across enterprise systems, processing large-scale AI workloads with low latency. Palo Alto Networks said the technology will be integrated into...
Palo Alto Networks ( NASDAQ: PANW ) on Thursday said it plans to acquire Portkey to expand its capabilities in securing autonomous AI agents. Portkey provides an AI gateway that acts as a centralized control plane for managing and securing AI agent traffic across enterprise systems, processing large-scale AI workloads with low latency. Palo Alto Networks said the technology will be integrated into its Prisma AIRS platform to monitor, route, and secure AI transactions, with a focus on governance, identity controls, and runtime threat prevention. The companies said the combined platform aims to support enterprises deploying autonomous AI systems by improving visibility, reliability, and governance of AI-driven workloads. The deal is expected to close in fiscal Q4 2026, subject to customary conditions. PANW +0.77% after hours to $180.68 . Source: Press Release More on Palo Alto Networks Palo Alto Networks: The AI Security Inflection Point Is Undervalued Palo Alto Networks: AI Means Business, And The Valuation Isn't Low Enough Yet Palo Alto Networks Still Has Room To Run Despite A Rich Valuation Palo Alto ends in red after six-session rally CrowdStrike among favorites; 'turbulent' week ahead for markets: Wedbush
“I was supposed to be able to move back on Friday, but it’s looking less certain now, and the property manager has been providing fewer updates recently.”
“I was supposed to be able to move back on Friday, but it’s looking less certain now, and the property manager has been providing fewer updates recently.”
photosvit Rivian Automotive ( RIVN ) traded slightly higher after releasing its first-quarter earnings report. Consolidated revenue was up 11.3% year over year to $1.38B. Automotive segment revenue was down 2% to $908M, while software and services segment revenue jumped 49% to $473M off an increase in vehicle electrical architecture and software development services, as well as vehicle repair and ...
photosvit Rivian Automotive ( RIVN ) traded slightly higher after releasing its first-quarter earnings report. Consolidated revenue was up 11.3% year over year to $1.38B. Automotive segment revenue was down 2% to $908M, while software and services segment revenue jumped 49% to $473M off an increase in vehicle electrical architecture and software development services, as well as vehicle repair and maintenance service and remarketing. Rivian Automotive ( RIVN ) disclosed that it produced 10,236 vehicles at its manufacturing facility in Normal, Illinois, during the quarter and delivered 10,365 vehicles during the same period. The electric vehicle maker noted that the production and delivery results for the quarter were in line with its outlook. By comparison, Rivian ( RIVN ) produced 14,611 vehicles and delivered 8,640 vehicles in Q1 of 2025. For Q1, Rivian ( RIVN ) experienced a loss from operations of $881M compared to $655M a year ago, due to lower gross profit and higher operating expenses. Adjusted EBITDA was -$472M compared to -$329M for the same quarter the previous year. Looking ahead, Rivian ( RIVN ) reaffirmed the 2026 delivery range guidance of 62,000 to 67,000 vehicles. Last week, the automaker announced the start of production of saleable R2 vehicles in Normal, Illinois. The company remains on track for vehicle production in Georgia to begin in late 2028. Adjusted EBITDA for the full year is expected to be -$2.1B to -$1.8B. Capital expenditure spending of $1.95B to $2.05B is anticipated. Shares of Rivian ( RIVN ) were down 2.3% postmarket to $16.07 vs. the 52-week range of $11.57 to $22.69. Short interest on RIVN stands at 11.6% of the total float. More on Rivian Rivian: It's All About R2 Rivian: R2 Is Launching At Just The Right Time Rivian: A Platform-Driven Growth Story (Rating Upgrade) Rivian preview: after strong Q1 delivery, focus turns to pricing and software Rivian CEO's $402M pay package hinges on aggressive growth targets
Sundry Photography Atlassian ( TEAM ) shares jumped more than 14% in extended trading on Thursday after the enterprise software company reported quarterly results and guidance that were above/below Wall Street's forecast. For the fiscal third-quarter ended March 31, Atlassian said it earned an adjusted $1.75 per share as revenue soared 32% year-over-year to come in at $1.79B. Cloud revenue rose 29...
Sundry Photography Atlassian ( TEAM ) shares jumped more than 14% in extended trading on Thursday after the enterprise software company reported quarterly results and guidance that were above/below Wall Street's forecast. For the fiscal third-quarter ended March 31, Atlassian said it earned an adjusted $1.75 per share as revenue soared 32% year-over-year to come in at $1.79B. Cloud revenue rose 29% to come in at $1.13B, while data center revenue jumped 44% year-over-year to reach $560.7M. Marketplace and other accounted for $93.8M in sales during the period, up 6.9% year-over-year. Analysts had expected the company to earn an adjusted $1.34 per share on $1.69B in revenue. “Our strong Q3 results show the power of our strategy in action, with total revenue growing 32% year-over-year to $1.8 billion, as customers sign bigger, longer-term commitments, and connect their teams and workflows on our AI-powered platform,” said Mike Cannon-Brookes, Atlassian’s CEO and co-founder, in a statement . “Service Collection eclipsed $1 billion in ARR, and is growing over 30% year-over-year, as it continues to take share and reinforce our conviction in the long-term growth opportunity of the Atlassian System of Work.” Looking ahead, Atlassian said it expects revenue between $1.653B and $1.661B during the fiscal fourth quarter. Cloud revenue is expected to grow approximately 26.5% year-over-year, while data center, and marketplace and other are expected to grow 21.5% and 6.5% over the same time frame. Gross margin is expected to be approximately 84.5%, while adjusted gross margin is expected to be around 88%. Analysts had expected the company to have $1.66B in revenue. The company will host a conference call at 5 p.m. EST to discuss the results. More on Atlassian Atlassian Could Skyrocket This Week On Easing AI Fears Atlassian: A Prime AI (Fear) Casualty (Rating Upgrade) Atlassian: The Stock Collapsed, But The Business Did Not (Rating Downgrade) Atlassian Q3 2026 Earnings Preview Corpo...
American International Group press release ( AIG ): Q1 Non-GAAP EPS of $2.11 beats by $0.23 . General Insurance net premiums written (NPW) of $5.6 billion, an increase of 24% year-over-year on a reported basis, or 18% on a constant dollar basis*, driven by 21%* growth in Global Commercial and 11%* growth in Global Personal General Insurance underwriting income of $774 million, more than tripled, o...
American International Group press release ( AIG ): Q1 Non-GAAP EPS of $2.11 beats by $0.23 . General Insurance net premiums written (NPW) of $5.6 billion, an increase of 24% year-over-year on a reported basis, or 18% on a constant dollar basis*, driven by 21%* growth in Global Commercial and 11%* growth in Global Personal General Insurance underwriting income of $774 million, more than tripled, or increased 219% year-over-year General Insurance combined ratio of 87.3%, an 850 basis point improvement year-over-year; Accident year combined ratio, as adjusted* (AYCR) of 86.6%, a 120 basis point improvement More on American International Group Global Insurer AIG Held At Bay For Now Despite A-Level Credit Rating American International Group, Inc. (AIG) Q4 2025 Earnings Call Transcript AIG: Underwriting Improvement Is Sustainable (Ratings Upgrade) American International Group Q1 2026 Earnings Preview Earnings scoreboard for financials: 18 of 19 companies see Y/Y growth in earnings
JHVEPhoto/iStock Editorial via Getty Images Western Digital ( WDC ) released its third quarter fiscal 2026 financial results post-market on Thursday. For the quarter ended March 31, the data storage solutions company reported adjusted earnings per share of $2.72 versus the consensus estimate of $2.39. Revenue for the third quarter increased 45% year over year to $3.34B, which was more than the $3....
JHVEPhoto/iStock Editorial via Getty Images Western Digital ( WDC ) released its third quarter fiscal 2026 financial results post-market on Thursday. For the quarter ended March 31, the data storage solutions company reported adjusted earnings per share of $2.72 versus the consensus estimate of $2.39. Revenue for the third quarter increased 45% year over year to $3.34B, which was more than the $3.25B estimate. Western Digital reported an adjusted gross margin of 50.5%, which also surpassed the 47.5% estimate. Looking ahead, Western Digital expects a revenue midpoint of $3.65B, which is more than the $3.46B estimate. They also expect gross margin to improve to 51% to 52%. The adjusted EPS midpoint is projected at $3.25 compared to the $2.75 estimate. "Given our confidence in the durability of our business, we are also announcing a 20% increase in the quarterly cash dividend on the company's common stock to $0.15 per share," said Western Digital CEO Irving Tan . "The demand drivers are clear: virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs." "Our business continues to strengthen with visibility extending as we continue to build momentum across all our end markets, driven by innovation, strong customer engagements, and disciplined execution. We have also strengthened our balance sheet while deploying our robust free cash flow to drive shareholder returns," added Western Digital CFO Kris Sennesael. More on Western Digital Western Digital's Q3 Preview: Great News From An AI Industry Peer Western Digital: This Bull Run May Just Be Starting There's A Storage Problem With AI Inference - And Western Digital Knows It Western Digital Non-GAAP EPS of $2.72 beats by $0.33, revenue of $3.34B beats by $90M Western Digital Q3 2026 Earnings Preview
The latest medicines from Bristol Myers Squibb (NYSE: BMY) were the driving force behind the company's considerable share price gain on Thursday. The pharmaceutical company's first-quarter results were juiced by double-digit sales gains in its growth portfolio, which, in turn, drove stronger-than-expected fundamentals. Grateful investors sent the stock soaring by more than 5% in response. For the ...
The latest medicines from Bristol Myers Squibb (NYSE: BMY) were the driving force behind the company's considerable share price gain on Thursday. The pharmaceutical company's first-quarter results were juiced by double-digit sales gains in its growth portfolio, which, in turn, drove stronger-than-expected fundamentals. Grateful investors sent the stock soaring by more than 5% in response. For the quarter, Bristol Myers Squibb's overall revenue rose by 3% year over year to $11.5 billion. That was largely due to the growth portfolio, which saw a 12% improvement and contributed $6.2 billion to the tally. By contrast, the legacy portfolio of older medicines slipped by 6% to under $5.3 billion. Image source: Getty Images. Continue reading
Frequency Electronics ( FEIM ) announced on Thursday that it is targeting at least $150M in annual revenue by April 30, 2029, implying revenue CAGR of more than 30% over the next three years. CEO Tom McClelland said the company is seeing strong growth in backlog and orders, driven by rising demand in space, defense, quantum sensing, proliferated satellites, space exploration, and advanced navigati...
Frequency Electronics ( FEIM ) announced on Thursday that it is targeting at least $150M in annual revenue by April 30, 2029, implying revenue CAGR of more than 30% over the next three years. CEO Tom McClelland said the company is seeing strong growth in backlog and orders, driven by rising demand in space, defense, quantum sensing, proliferated satellites, space exploration, and advanced navigation markets. FEIM said fiscal 2026 was a slower year after some sales shifted into fiscal 2025, but its backlog kept growing strongly, especially in Q4. The company expects stronger revenue growth from fiscal 2027 as existing orders turn into sales while continuing to operate with zero debt and healthy cash flow. Source: Press Release More on Frequency Electronics Frequency Electronics, Inc. (FEIM) Q3 2026 Earnings Call Transcript Merion Road Capital adds HON and FEIM Frequency Electronics signals push toward $100M+ backlog with record Q3 awards and expanding defense contracts Seeking Alpha’s Quant Rating on Frequency Electronics Historical earnings data for Frequency Electronics
The Dow Jones Industrial Average jumped 1.6%, and the Nasdaq composite climbed 0.9% to its own record. Alphabet led the way after the owner of Google and YouTube reported profit for the start of 2026 that blew past analysts' expectations. The gains came after the latest whipsaw moves for oil prices, which surged toward their highest levels since the war with Iran began only to quickly regress.
The Dow Jones Industrial Average jumped 1.6%, and the Nasdaq composite climbed 0.9% to its own record. Alphabet led the way after the owner of Google and YouTube reported profit for the start of 2026 that blew past analysts' expectations. The gains came after the latest whipsaw moves for oil prices, which surged toward their highest levels since the war with Iran began only to quickly regress.
Huntsman press release ( HUN ): Q1 Non-GAAP EPS of -$0.20 beats by $0.01 . Revenue of $1.42B (+0.7% Y/Y) beats by $30M . During the three months ended March 31, 2026, our free cash flow used was $91 million as compared to a use of $107 million in the same period of 2025. As of March 31, 2026, we had approximately $0.9 billion of combined cash and unused borrowing capacity. More on Huntsman Huntsma...
Huntsman press release ( HUN ): Q1 Non-GAAP EPS of -$0.20 beats by $0.01 . Revenue of $1.42B (+0.7% Y/Y) beats by $30M . During the three months ended March 31, 2026, our free cash flow used was $91 million as compared to a use of $107 million in the same period of 2025. As of March 31, 2026, we had approximately $0.9 billion of combined cash and unused borrowing capacity. More on Huntsman Huntsman: A Compelling Long-Term Value Opportunity Huntsman Corporation (HUN) Q4 2025 Earnings Call Transcript Huntsman Corporation 2025 Q4 - Results - Earnings Call Presentation Huntsman downgraded on valuation at J.P. Morgan after strong YTD run-up Huntsman signals $100M cost savings in 2026 as industry consolidation opportunities grow
Reddit press release ( RDDT ): Q1 GAAP EPS of $1.01 beats by $0.45 . Revenue of $663.41M (+69.1% Y/Y) beats by $53.63M . As we look ahead, we will share our internal thoughts on revenue and Adjusted EBITDA for the second quarter. In the second quarter of 2026, we estimate: Revenue in the range of $715 million to $725 million vs consensus of $715.53M Adjusted EBITDA 2 in the range of $285 million t...
Reddit press release ( RDDT ): Q1 GAAP EPS of $1.01 beats by $0.45 . Revenue of $663.41M (+69.1% Y/Y) beats by $53.63M . As we look ahead, we will share our internal thoughts on revenue and Adjusted EBITDA for the second quarter. In the second quarter of 2026, we estimate: Revenue in the range of $715 million to $725 million vs consensus of $715.53M Adjusted EBITDA 2 in the range of $285 million to $295 million More on Reddit Reddit: Ultimate AI Contrarian Bet Few Want To Own, For Now Reddit: Q1 Earnings Should Mark An Inflection Point For Growth Quality Reddit Starting To Look Straight-Up Attractive At This Price Reddit Q1 2026 Earnings Preview California advances bill to ban kids under 16 from social media
Tanger press release ( SKT ): Q1 FFO of $0.59 beats by $0.01 . Revenue of $150.42M (+11.1% Y/Y) beats by $7.6M . Occupancy was 97.0% on March 31, 2026, compared to 95.8% on March 31, 2025 and 98.1% on December 31, 2025. On a same center basis, occupancy was 96.9% on March 31, 2026, compared to 95.8% on March 31, 2025 and 98.2% on December 31, 2025. More on Tanger Tanger Inc. (SKT) Presents at Citi...
Tanger press release ( SKT ): Q1 FFO of $0.59 beats by $0.01 . Revenue of $150.42M (+11.1% Y/Y) beats by $7.6M . Occupancy was 97.0% on March 31, 2026, compared to 95.8% on March 31, 2025 and 98.1% on December 31, 2025. On a same center basis, occupancy was 96.9% on March 31, 2026, compared to 95.8% on March 31, 2025 and 98.2% on December 31, 2025. More on Tanger Tanger Inc. (SKT) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Tanger: Quietly Outperforming The Market Tanger Inc. (SKT) Q4 2025 Earnings Call Transcript Tanger Board Chair to retire, Luis Ubiñas appointed as successor Tanger cut to Neutral at BofA as risk/reward comes into balance
OrthoPediatrics press release ( KIDS ): Q1 GAAP EPS of -$0.45 beats by $0.04 . Revenue of $59.4M (+13.4% Y/Y) beats by $1.06M . Helped a record of over 45,000 children in the first quarter of 2026 Grew worldwide Trauma & Deformity revenue 14% and worldwide Scoliosis revenue 13% in the first quarter of 2026 compared to the first quarter of 2025 Achieved adjusted EBITDA of $2.2 million in the first ...
OrthoPediatrics press release ( KIDS ): Q1 GAAP EPS of -$0.45 beats by $0.04 . Revenue of $59.4M (+13.4% Y/Y) beats by $1.06M . Helped a record of over 45,000 children in the first quarter of 2026 Grew worldwide Trauma & Deformity revenue 14% and worldwide Scoliosis revenue 13% in the first quarter of 2026 compared to the first quarter of 2025 Achieved adjusted EBITDA of $2.2 million in the first quarter of 2026, compared to ($0.4) million in the first quarter of 2025 Reduced first quarter 2026 free cash flow usage by 40% as compared to the same period in the prior year Increased full year 2026 revenue guidance to $263.0 million to $267.0 million from its prior range of $262.0 million to $266.0 million, representing growth of 11% to 13% compared to prior year More on OrthoPediatrics OrthoPediatrics Corp. (KIDS) Q4 2025 Earnings Call Transcript OrthoPediatrics reiterates $262M–$266M 2026 revenue target as product innovation super cycle accelerates Seeking Alpha’s Quant Rating on OrthoPediatrics Historical earnings data for OrthoPediatrics Financial information for OrthoPediatrics
Atlassian press release ( TEAM ): Q3 Non-GAAP EPS of $1.75 beats by 0.41. Revenue of $1.79B (+31.6% Y/Y) beats by $90M. Cloud revenue of $1,132 million, up 29% year-over-year Remaining performance obligations of $3,996 million, up 37% year-over-year Financial Targets: Atlassian is providing its financial targets as follows: Fourth Quarter Fiscal Year 2026: Total revenue is expected to be in the ra...
Atlassian press release ( TEAM ): Q3 Non-GAAP EPS of $1.75 beats by 0.41. Revenue of $1.79B (+31.6% Y/Y) beats by $90M. Cloud revenue of $1,132 million, up 29% year-over-year Remaining performance obligations of $3,996 million, up 37% year-over-year Financial Targets: Atlassian is providing its financial targets as follows: Fourth Quarter Fiscal Year 2026: Total revenue is expected to be in the range of $1,653 million to $1,661 million. Consensus is $1.66B. Cloud revenue growth year-over-year is expected to be approximately 25.5%. Data Center revenue growth year-over-year is expected to be approximately 8.5%. Marketplace and other revenue growth year-over-year is expected to be approximately 6.5%. Gross margin is expected to be approximately 85.5% on a GAAP basis and approximately 88.0% on a non-GAAP basis. Operating margin is expected to be approximately 4.5% on a GAAP basis and approximately 30.5% on a non-GAAP basis. Shares +14% AH. More on Atlassian Atlassian Could Skyrocket This Week On Easing AI Fears Atlassian: A Prime AI (Fear) Casualty (Rating Upgrade) Atlassian: The Stock Collapsed, But The Business Did Not (Rating Downgrade) Atlassian Q3 2026 Earnings Preview Corporate America’s big job cuts in 2026 - What do we know so far?
Aegon ( AEG ) priced $500M in senior unsecured notes with a 5.625% fixed coupon and 10-year maturity. The notes will mature on May 7, 2036 and are issued by Aegon Funding Company. The issuance is guaranteed by Aegon on a senior unsecured basis. Proceeds will fund a repurchase of certain subordinated notes via a concurrent tender offer. Any remaining funds will be used for general corporate purpose...
Aegon ( AEG ) priced $500M in senior unsecured notes with a 5.625% fixed coupon and 10-year maturity. The notes will mature on May 7, 2036 and are issued by Aegon Funding Company. The issuance is guaranteed by Aegon on a senior unsecured basis. Proceeds will fund a repurchase of certain subordinated notes via a concurrent tender offer. Any remaining funds will be used for general corporate purposes. More on Aegon Ltd. Aegon: A Hidden U.S. Financial Services Re-Rating Opportunity Aegon Ltd. 2025 Q4 - Results - Earnings Call Presentation Aegon Ltd. (AEG) Q4 2025 Earnings Call Transcript Aegon to sell UK unit to Standard Life for £2B deal Aegon plans to extend CEO Lard Friese’s term to 2030
US stocks (^DJI, ^IXIC, ^GSPC) are on track to post massive monthly gains to close out April, with the Nasdaq Composite rising nearly 20% in that period. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market's monthly performance and the latest moves in the tech sector.
US stocks (^DJI, ^IXIC, ^GSPC) are on track to post massive monthly gains to close out April, with the Nasdaq Composite rising nearly 20% in that period. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market's monthly performance and the latest moves in the tech sector.