StockGood/iStock via Getty Images Investment Thesis POET Technologies ( POET ) has made a full cycle, from the high of Marvell ( MRVL ) driven hype, the shares have returned to their starting point, albeit with much more skepticism baked into the stock. That cycle is what I see as resetting expectations to make another speculative play feasible. I exited my position after a multibagger run to de-r...
StockGood/iStock via Getty Images Investment Thesis POET Technologies ( POET ) has made a full cycle, from the high of Marvell ( MRVL ) driven hype, the shares have returned to their starting point, albeit with much more skepticism baked into the stock. That cycle is what I see as resetting expectations to make another speculative play feasible. I exited my position after a multibagger run to de-risk, not because I lost faith in the technology. Since my last coverage , the stock is still up ~35% and briefly delivered a ~3x move, peaking at $15.5 in a very short time. What’s different now is the setup. Expectations are low, sentiment is damaged and valuation is anchored partly by its ~$430 million cash position. If the company executes and lands a credible customer, the upside can re-open quickly. It still is a speculative buy with a potential bottom forming but one that now depends entirely on proof, not narrative. Data by YCharts Marvell Incident: A Credibility Break, Not Just a Revenue Loss POET lost the purchase order after publicly revealing its connection to Marvell, triggering a confidentiality breach that led Marvell to cancel the agreement. Management confirmed a connection to Marvell technology publicly in a retail-focused interview. This immediately kicked off a sharp run-up as the market interpreted it as Tier 1 confirmation. Yet within days, Marvell canceled the purchase order because of a breach of confidentiality agreement. The same information that sent the stock up by ~70% caused an almost 50% fall. Data by YCharts What makes the situation particularly ugly is the timing. POET knew of the termination of the contract but did not share it with the public and allowed the stock to keep rallying. Now, while this is obviously not good, that's a textbook setup that triggers investigations and lawsuits against management. POET was fortunate in a way that Marvell's response was relatively tame. Tier 1 semiconductor suppliers take confidentiality seriously. If...
Alexey_Fedoren Wall Street trades lower on Wednesday as traders look ahead to big tech earnings and the Federal Reserve’s latest rate decision. The blue chip Dow ( DJI ) was -0.2%, the benchmark S&P 500 ( SP500 ) was -0.1%, and the tech focused Nasdaq Composite ( COMP:IND ) was -0.1%. From a sector-by-sector stance, six of the 11 S&P segments were in the red, with health care at the bottom of the ...
Alexey_Fedoren Wall Street trades lower on Wednesday as traders look ahead to big tech earnings and the Federal Reserve’s latest rate decision. The blue chip Dow ( DJI ) was -0.2%, the benchmark S&P 500 ( SP500 ) was -0.1%, and the tech focused Nasdaq Composite ( COMP:IND ) was -0.1%. From a sector-by-sector stance, six of the 11 S&P segments were in the red, with health care at the bottom of the list. At the other end of the spectrum energy was on top as oil ( CL1:COM ) pushed back above $100 per barrel. U.S. Treasury yields moved higher across the curve. The 10-year Treasury yield ( US10Y ) rose 4 basis points to 4.39%, while the 2-year Treasury yield ( US2Y ) ticked up 5 basis points to 3.89%. The 30-year Treasury yield ( US30Y ) added 3 basis points to 4.97%. The Federal Open Market Committee will decide on monetary policy, with rates expected to remain unchanged. The central bank decision is being made as Fed Chair Jerome Powell helms his last meeting, with Fed Chair nominee Kevin Warsh waiting in the wings. Elsewhere on the economic calendar, durable goods rebounded more than expected in March. Housing starts rose in March, while building permits fell. The U.S. international trade in goods deficit widened in March and the wholesale and retail inventories accelerated M/M in March. Big tech earnings data will continue to be in focus as Alphabet ( GOOG ) ( GOOGL ), Meta ( META ), Microsoft ( MSFT ), and Amazon ( AMZN ) will release their results after the bell. “Stocks are again trading at record highs, reflecting strong investor confidence, but the S&P 500's heavy concentration in the Mag 7 technology leaders elevates downside risk should earnings fall short, as valuations leave little margin for error. For now, current levels are supported by solid forward growth expectations, but that justification could quickly erode if margin compression emerges, inflation weighs on growth, or earnings signal a broader slowdown,” Chris Brigati, chief investment officer of SW...
WABASH, Ind., April 29, 2026 (GLOBE NEWSWIRE) -- FFW Corporation (the “Corporation”) (OTCID: FFWC ) (4/28/2026 Close: $50.01) , parent corporation of Crossroads Bank (the “Bank”), announced earnings for the quarter and year to date ended March 31, 2026.
WABASH, Ind., April 29, 2026 (GLOBE NEWSWIRE) -- FFW Corporation (the “Corporation”) (OTCID: FFWC ) (4/28/2026 Close: $50.01) , parent corporation of Crossroads Bank (the “Bank”), announced earnings for the quarter and year to date ended March 31, 2026.
Shares of Robinhood (NASDAQ:HOOD) are down about 12% in early trading Wednesday after the brokerage delivered a disappointing Q1 2026 earnings report. The stock is changing hands near $72 after closing Tuesday at $82.07. The selloff stands out as Robinhood’s peers are following to the downside. Webull (NASDAQ:BULL) stock is down 5% to $6.77, and ... Robinhood Tumbles 11%, Webull Drops 5%, Coinbase...
Shares of Robinhood (NASDAQ:HOOD) are down about 12% in early trading Wednesday after the brokerage delivered a disappointing Q1 2026 earnings report. The stock is changing hands near $72 after closing Tuesday at $82.07. The selloff stands out as Robinhood’s peers are following to the downside. Webull (NASDAQ:BULL) stock is down 5% to $6.77, and ... Robinhood Tumbles 11%, Webull Drops 5%, Coinbase Slides 8% – Here’s Why
Shares of Taiwan Semiconductor (NYSE:TSM) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report. Of course, the big question is whether the latest breakout is the start of a sustained rally to much higher levels or if this is a trap and the start ... TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Ine...
Shares of Taiwan Semiconductor (NYSE:TSM) recently hit fresh, new all-time highs as the semiconductor trade heats up, while investors digest that outstanding quarterly earnings report. Of course, the big question is whether the latest breakout is the start of a sustained rally to much higher levels or if this is a trap and the start ... TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Inexpensive
JasonDoiy Roblox ( RBLX ) is set to announce first-quarter earnings on Thursday, and investors will watch out for the company’s booking and advertising growth as well as its commentary on Wall Street expects the gaming company to post EPS of -$0.41, while revenue is expected to rise 44.6% to $1.75B for the quarter. Roblox’s CFO Naveen Chopra, during its Q4 earnings call, forecasted 2026 booking gr...
JasonDoiy Roblox ( RBLX ) is set to announce first-quarter earnings on Thursday, and investors will watch out for the company’s booking and advertising growth as well as its commentary on Wall Street expects the gaming company to post EPS of -$0.41, while revenue is expected to rise 44.6% to $1.75B for the quarter. Roblox’s CFO Naveen Chopra, during its Q4 earnings call, forecasted 2026 booking growth of 22% to 26%. He stated that advertising growth would be healthy but would remain a modest revenue contributor in 2026. For the current quarter, Roblox ( RBLX ) expects sales to be within a range of $1.69B to $1.74B, while full-year sales are expected to increase to $8.28B to $8.55B. Seeking Alpha analysts and Wall Street analysts are bullish, rating RBLX a Buy. Earlier this month, Wells Fargo maintained its Overweight rating but cut its price target by 20% to $78, saying that the company’s expansion into the ad business represents a large opportunity. While the longer-term outlook for the company is bullish, Wells Fargo’s Ken Gawrelski warned that growth metrics for Roblox ( RBLX ) are likely to become “meaningfully tougher” each month of the second quarter, translating into expectations for softer guidance for Q2. Gawrelski expects Q2 bookings guidance of $1.765B to $1.80B (representing 23% to 25% year-over-year growth) will be below the consensus estimates of $1.875B (30% growth). On the other hand, the gaming platform is navigating heightened scrutiny around child safety and facing over 140 lawsuits in the U.S. for allegedly exposing children to sexual predators, grooming, and violent content in its games. The company reached settlements with Alabama and West Virginia last week, totaling $23.2M, under which it will implement changes to its chat and gaming functions to ensure child safety. It also reached a $10M settlement with Nevada . Seeking Alpha analyst Weixu Wen rated RBLX as Strong Buy, saying that the platform’s scale and accessibility—operating on mobile d...
Home builders ramped up construction in March as the weather warmed and housing starts hit a 15-month high, but an industry slump appears no closer to ending.
Home builders ramped up construction in March as the weather warmed and housing starts hit a 15-month high, but an industry slump appears no closer to ending.
Earnings Call Insights: Blackbaud (BLKB) Q1 2026 Management View “We delivered solid execution against our operating plan to start 2026 with a continued focus on efficiency and a strong pace of product innovation,” said Michael Gianoni (President, CEO & Vice Chairman of the Board), adding, “AI enablement remains key to our success.” Gianoni positioned agentic AI as a new monetization vector: “Agen...
Earnings Call Insights: Blackbaud (BLKB) Q1 2026 Management View “We delivered solid execution against our operating plan to start 2026 with a continued focus on efficiency and a strong pace of product innovation,” said Michael Gianoni (President, CEO & Vice Chairman of the Board), adding, “AI enablement remains key to our success.” Gianoni positioned agentic AI as a new monetization vector: “Agents For Good is a new product category for Blackbaud,” and “in Q1, we launched our first Agent For Good solution, the Blackbaud Fundraising Development Agent.” He also called it “a new revenue line and a significant accomplishment for Blackbaud.” On monetization and cross-sell, Gianoni said, “the pricing model is an annual subscription fee,” and “we expect the price will be in the tens of thousands per year, and we expect to cross-sell subscriptions to thousands of existing customers in addition to new logo sales.” He added an attach opportunity: “Applicable donations raised by the development would be processed through Blackbaud Integrated Payments platform, driving additional transactional revenue.” Chad Anderson (Executive VP & CFO) framed Q1 execution around the operating model: “we were focused on durable subscription-led performance, prudent expectations around transactional revenue and steady progress on profitability and cash flow.” Outlook Anderson said, “we are reaffirming the full year guidance ranges and assumptions we provided in February,” and reiterated seasonality: “we expect 2026 quarterly financial performance, including revenue growth and profitability to be heavily weighted to the back half of the year and particularly the fourth quarter.” On near-term investment pacing, Anderson added, “we expect adjusted EBITDA dollars to decline slightly year-over-year in the second quarter due to planned AI investments for customer-facing products as well as for internal operations.” In contrast to the prior quarter’s timeline for agentic commercialization, Gianoni sa...
Moment Capsule Photography/iStock Editorial via Getty Images Introduction Pollard Banknote ( PBL:CA ) is not a name that shows up in most investors. It’s a small/mid-cap Canadian company that doesn’t have a big institutional following as it doesn’t fit squarely in any one sector category. But since I’ve been covering the name for almost 2 years, I think the business has continued to look more attr...
Moment Capsule Photography/iStock Editorial via Getty Images Introduction Pollard Banknote ( PBL:CA ) is not a name that shows up in most investors. It’s a small/mid-cap Canadian company that doesn’t have a big institutional following as it doesn’t fit squarely in any one sector category. But since I’ve been covering the name for almost 2 years, I think the business has continued to look more attractive and could be ripe for a takeout candidate given the valuation now. Last month, the company reported another solid quarter to close out FY’25, capping a record revenue year while absorbing some deliberate and, in my view, temporary margin pressure from its push into higher-value digital platforms. The lottery and gaming services space isn't glamorous, but Pollard has built a business with long-duration contracted revenue, pricing power in its core instant ticket segment, and a growing digital platform business that I think the market is undervaluing. With some of the heavier investment spending now in the rearview mirror, it would seem to me that this year is shaping up to be a cleaner and more obvious earnings story. Recent Results Pollard Banknote reported Q4’25 revenue of $150.8 million , up from $140.3 million in the prior year period but missing slightly by $0.3 million on sellside estimates. Including the company's 50% share of NeoPollard Interactive, combined sales reached $185 million, a 10% increase year over year. For the full year, revenues were up 7.0% to $596.0 million . Company Filings To unpack what drove revenue growth, it’s helpful to unpack it by revenue drivers. This quarter, higher average instant ticket selling prices and an improved proprietary mix contributed $1.4 million, while growth in other lottery products and services added $2.8 million, driven largely by the successful Kansas iLottery launch on the Catalyst platform. The Pacific Gaming acquisition added $2.1 million in charitable volume gains, stronger Michigan iLottery sales contributed ...
If you want to get a piece of the data center buildout, the last thing I’d do is go knee-deep into overhyped stocks that already trade at triple-digit valuations. Data center stocks like Johnson Controls (NYSE:JCI), Cogent Communications (NASDAQ:CCOI), and NuScale Power (NYSE:SMR) are still under-the-radar and have plenty of upside potential left. It may not look like it ... 3 Data Center Stocks Y...
If you want to get a piece of the data center buildout, the last thing I’d do is go knee-deep into overhyped stocks that already trade at triple-digit valuations. Data center stocks like Johnson Controls (NYSE:JCI), Cogent Communications (NASDAQ:CCOI), and NuScale Power (NYSE:SMR) are still under-the-radar and have plenty of upside potential left. It may not look like it ... 3 Data Center Stocks You Haven’t Heard of With 300% Upside Potential
Fresh off a $20-a-share drop Tuesday, shares of Micron (NASDAQ: MU) bounced back strongly Wednesday morning -- and investors can thank Seagate Technology (NASDAQ: STX) for the bump. Seagate blew past analyst forecasts last night, reporting $4.10 per share in non-GAAP earnings instead of $3.48. Sales of $3.1 billion likewise beat expectations for less than $3 billion. Investors are exuberant, and t...
Fresh off a $20-a-share drop Tuesday, shares of Micron (NASDAQ: MU) bounced back strongly Wednesday morning -- and investors can thank Seagate Technology (NASDAQ: STX) for the bump. Seagate blew past analyst forecasts last night, reporting $4.10 per share in non-GAAP earnings instead of $3.48. Sales of $3.1 billion likewise beat expectations for less than $3 billion. Investors are exuberant, and they're buying all the computer memory stocks they can find this morning. Image source: Getty Images. Continue reading
Starbucks ( SBUX ) was up 6.7% in early trading on Wednesday as the coffee chain's FQ2 earnings report was well received by investors. The stock trades just off its 52-week high as Wall Street analysts gave the company credit for turning a corner. Read key snippets below from their post-earnings analysis. Morgan Stanley analyst Brian Harbour (Overweight rating) "A beat at a high level, with 7% US ...
Starbucks ( SBUX ) was up 6.7% in early trading on Wednesday as the coffee chain's FQ2 earnings report was well received by investors. The stock trades just off its 52-week high as Wall Street analysts gave the company credit for turning a corner. Read key snippets below from their post-earnings analysis. Morgan Stanley analyst Brian Harbour (Overweight rating) "A beat at a high level, with 7% US SSS better and EPS ahead also, a bit less so ex-China, but it would seem the negative revision cycle is past, which will be needed for this high multiplestock to continue to work. An improving story; debate about earnings power not going away." TD Cowen analyst Andrew Charles (Hold rating) "We expect SBUX turnaround plans and new sales initiatives should continue supporting a sales recovery, w/ improvement across operations, marketing, and menu innovation. But we believe shares already reflect a solid multiyear sales and earnings recovery, and we don't view the return compelling from current levels based on a reasonable valuation and the upper end of (or above) the '28 target earnings range." UBS analyst Dennis Geiger (Neutral rating) "We expect SBUX turnaround plans and new sales initiatives should continue supporting a sales recovery, w/ improvement across operations, marketing, and menu innovation. But we believe shares already reflect a solid multiyear sales and earnings recovery, and we don't view the return compelling from current levels based on a reasonable valuation and the upper end of (or above) the '28 target earnings range." RBC Capital Markets analyst Logan Reich (Sector Perform rating) "We expect SBUX turnaround plans and new sales initiatives should continue supporting a sales recovery, w/ improvement across operations, marketing, and menu innovation. But we believe shares already reflect a solid multiyear sales and earnings recovery, and we don't view the return compelling from current levels based on a reasonable valuation and the upper end of (or above) t...
Nvidia stock was edging down on Wednesday. Investors were holding off piling back into the chip maker following concerns about artificial-intelligence growth and ahead of earnings from four Big Tech titans. Nvidia shares were down 0.8% at $211.38 in early trading.
Nvidia stock was edging down on Wednesday. Investors were holding off piling back into the chip maker following concerns about artificial-intelligence growth and ahead of earnings from four Big Tech titans. Nvidia shares were down 0.8% at $211.38 in early trading.
Seagate Technology ( STX ) declares $0.74/share quarterly dividend , in line with previous. Forward yield 0.44% Payable July 7; for shareholders of record June 24; ex-div June 24. See STX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Seagate Technology Seagate Technology Holdings plc 2026 Q3 - Results - Earnings Call Presentation Seagate Technology Holdings plc (STX) Q3 2026 Earnings...
Seagate Technology ( STX ) declares $0.74/share quarterly dividend , in line with previous. Forward yield 0.44% Payable July 7; for shareholders of record June 24; ex-div June 24. See STX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Seagate Technology Seagate Technology Holdings plc 2026 Q3 - Results - Earnings Call Presentation Seagate Technology Holdings plc (STX) Q3 2026 Earnings Call Transcript Seagate: HAMR Has Matured Into A Supply Story Seagate Technology is seeing unprecedented benefits from AI, analysts say Seagate surges 17% after raising annual revenue growth target amid AI boom