Cohu ( COHU ) on Tuesday said that it has received a second multi-unit order for its Eclipse testing platform from a U.S.-based semiconductor manufacturer to support development and production of next-generation high-performance computing (HPC) and artificial intelligence datacenter processors. The company said the order marks the second customer adoption of the Eclipse platform, signaling growing...
Cohu ( COHU ) on Tuesday said that it has received a second multi-unit order for its Eclipse testing platform from a U.S.-based semiconductor manufacturer to support development and production of next-generation high-performance computing (HPC) and artificial intelligence datacenter processors. The company said the order marks the second customer adoption of the Eclipse platform, signaling growing demand for scalable testing solutions as AI chip complexity and power requirements rise. Cohu added the platform is designed to handle advanced devices such as GPUs, CPUs, AI accelerators and ASICs, offering thermal control and support for large, high-power chip packages. Chief Executive Luis Müller said the orders increase confidence that HPC-related revenue will reach the upper end of the company’s $65 million to $80 million internal forecast range for the year. The company said the deal expands its presence in the AI datacenter market and complements its Neon inspection platform for advanced semiconductor packaging. COHU +0.13% after hours to $28.88. Source: Press Release More on Cohu Cohu, Inc. 2025 Q4 - Results - Earnings Call Presentation Cohu: Maintaining Bearish Stance Post Q4 Earnings Release Cohu, Inc. (COHU) Q4 2025 Earnings Call Transcript Cohu targets $15M–$20M HBM revenue in 2026 as systems and recurring business momentum accelerates Cohu, BE Semiconductor upgraded by Needham on HBM momentum
A pedestrian walks past the logo outside a Lululemon retail store on February 27, 2026 in Wuhan, Hubei Province, China. Cheng Xin | Getty Images Lululemon offered a weak 2026 outlook on Tuesday as tariffs, higher expenses and a dramatic proxy battle with its founder weigh on its bottom line. The athleisure company's guidance for both the current quarter and the fiscal year came in lower than expec...
A pedestrian walks past the logo outside a Lululemon retail store on February 27, 2026 in Wuhan, Hubei Province, China. Cheng Xin | Getty Images Lululemon offered a weak 2026 outlook on Tuesday as tariffs, higher expenses and a dramatic proxy battle with its founder weigh on its bottom line. The athleisure company's guidance for both the current quarter and the fiscal year came in lower than expected on the top and bottom lines. Lululemon is expecting first quarter sales to be between $2.40 billion and $2.43 billion, weaker than estimates of $2.47 billion, according to LSEG. It anticipates earnings per share will range between $1.63 and $1.68, also weaker than estimates of $2.07. For the full year, Lululemon is expecting sales to be between $11.35 billion and $11.50 billion, below expectations of $11.52 billion. Earnings guidance of $12.10 to $12.30 per share was also far weaker than estimates of $12.58. "The work is really underway in terms of our action plan, and we're really focused on the importance of course correcting on a number of fronts," interim co-CEO Meghan Frank told CNBC in an interview. "We've got a new creative director, his first line is hitting in Q1, we are seeing some green shoots, I would say, from the product in Q1 so we're excited about some of the momentum we have on that line item. We have had some great response from some of our recent product activations, and then we're also reducing our speed to market." During Lululemon's holiday quarter, the company beat estimates on both the top and bottom lines, though Wall Street had lowered its expectations for the period in recent months. Here's how the Vancouver-based retailer performed during its fiscal fourth quarter compared with what Wall Street was anticipating, based on a survey of analysts by LSEG: Earnings per share: $5.01 vs. $4.78 expected Revenue: $3.64 billion vs. $3.58 billion expected The company's net income for the three-month period that ended Feb. 1 was $586.9 million, or $5.01 p...
Kestra Medical Technologies, Ltd. press release ( KMTS ): Q3 GAAP EPS of $0.61 beats by $1.21 . Revenue of $24.55M (+62.7% Y/Y) beats by $1.68M . More on Kestra Medical Technologies, Ltd. Kestra Medical Technologies, Ltd. (KMTS) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Kestra Medical Technologies, Ltd. Historical earnings data for Kestra ...
Kestra Medical Technologies, Ltd. press release ( KMTS ): Q3 GAAP EPS of $0.61 beats by $1.21 . Revenue of $24.55M (+62.7% Y/Y) beats by $1.68M . More on Kestra Medical Technologies, Ltd. Kestra Medical Technologies, Ltd. (KMTS) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Kestra Medical Technologies, Ltd. Historical earnings data for Kestra Medical Technologies, Ltd. Financial information for Kestra Medical Technologies, Ltd.
onurdongel/iStock via Getty Images Introduction The last time I covered EOG Resources, Inc. ( EOG ), I highlighted their strong financials, robust cash flow, and the diversified multi-basin/international growth strategy that allows them to take advantage of long-term tailwinds. With the stock returning ~25% since the previous coverage thanks mostly to the ongoing geopolitical pressure, I believe E...
onurdongel/iStock via Getty Images Introduction The last time I covered EOG Resources, Inc. ( EOG ), I highlighted their strong financials, robust cash flow, and the diversified multi-basin/international growth strategy that allows them to take advantage of long-term tailwinds. With the stock returning ~25% since the previous coverage thanks mostly to the ongoing geopolitical pressure, I believe EOG is a Hold now, as the weak fundamentals of the industry can be pressured significantly and take over in the medium term despite the near-term boost. Internal Developments EOG Resources IR EOG reported a solid Q4 and 2025 as a whole, marked by the Encino acquisition and solid developments across their portfolio while achieving peer-leading US price realizations and beating the market’s top- and bottom-line estimates while beating the midpoints of their guidance in production and total per-unit operating costs. EOG Resources IR For 2026, EOG expects a new $6.3 billion to $6.7 billion CAPEX plan (not far from the ~$6.6 billion seen in 2025), expecting oil production to increase by 5% and gas by 13%, respectively, targeting low single-digit percentage average well cost reductions thanks to higher lateral lengths and efficiencies. As a result, they expect the FCF to fall to $4.5 billion, including the higher volumes from the Encino acquisition that closed on August 1, 2025, but keep in mind that even though this came about a month ago, we're looking at a very different reality, with the company assuming strip pricing of $63.22 WT and $3.83 HH, with oil recently almost touching double that level not long ago. Still, they also highlight the break-even of $50 WTI, which covers their CAPEX plans on top of the $2.2 billion regular dividend, so the company is far from being in trouble even if prices fall back, with the management noting the following during their Q4 Earnings Call : Using WTI price ranges of $55 to $70 per barrel from 2026 through 2028, the updated 3-year scenario d...
Warner Bros. (WBD) CEO David Zaslav could receive up to $887 million from the company's Paramount (PSKY) deal. Yahoo Finance Breaking Business News Reporter Jake Conley and Yahoo Finance Senior Reporter Brooke DiPalma outline the details in the video above.
Warner Bros. (WBD) CEO David Zaslav could receive up to $887 million from the company's Paramount (PSKY) deal. Yahoo Finance Breaking Business News Reporter Jake Conley and Yahoo Finance Senior Reporter Brooke DiPalma outline the details in the video above.
Image source: The Motley Fool. Thursday, March 12, 2026, at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Richard Brooks Chief Financial Officer — Christopher Work TAKEAWAYS Net Sales -- $291.3 million for the quarter, up 4.4% from $279.2 million in the prior year. -- $291.3 million for the quarter, up 4.4% from $279.2 million in the prior year. Comparable Sales -- Up 2.2% company-wide; No...
Image source: The Motley Fool. Thursday, March 12, 2026, at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Richard Brooks Chief Financial Officer — Christopher Work TAKEAWAYS Net Sales -- $291.3 million for the quarter, up 4.4% from $279.2 million in the prior year. -- $291.3 million for the quarter, up 4.4% from $279.2 million in the prior year. Comparable Sales -- Up 2.2% company-wide; North America comp sales rose 5.5%, while other international declined 7.5%. -- Up 2.2% company-wide; North America comp sales rose 5.5%, while other international declined 7.5%. Gross Margin -- 38.2% of sales, a 200 basis point improvement primarily from 180 basis points of product margin expansion and 50 basis points of occupancy leverage, partly offset by 20 basis points from incentive costs. -- 38.2% of sales, a 200 basis point improvement primarily from 180 basis points of product margin expansion and 50 basis points of occupancy leverage, partly offset by 20 basis points from incentive costs. Operating Income -- $25 million, representing 8.6% of net sales versus $20.1 million or 7.2% a year ago. -- $25 million, representing 8.6% of net sales versus $20.1 million or 7.2% a year ago. Net Income -- $19.6 million, or $1.16 per share, compared to $14.8 million, or $0.78 per share, in the previous year. -- $19.6 million, or $1.16 per share, compared to $14.8 million, or $0.78 per share, in the previous year. SG&A Expense -- $86.4 million (29.6% of sales), with a 60 basis point change driven by higher incentive and corporate wage costs, partly offset by store wage and other operating cost leverage. -- $86.4 million (29.6% of sales), with a 60 basis point change driven by higher incentive and corporate wage costs, partly offset by store wage and other operating cost leverage. Category Performance -- Men's led comparable sales growth, followed by women's, accessories, and hardgoods; footwear was the only negative comping category. -- Men's led comparable sales growth, followed b...
SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the "Company"), a leading agricultural technology company that develops and licenses plant traits to seed companies, today announced its financial results for the quarter ended December 31, 2025, and provided a business update. Management will host a conference call and webcast today at 4:30 p.m. ET. Management Commentary Pe...
SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- Cibus, Inc. (Nasdaq: CBUS) (the "Company"), a leading agricultural technology company that develops and licenses plant traits to seed companies, today announced its financial results for the quarter ended December 31, 2025, and provided a business update. Management will host a conference call and webcast today at 4:30 p.m. ET. Management Commentary Peter Beetham, Interim Chief Executive Officer of Cibus, commented, "2025 was a landmark year that validated our technology leadership and strategic vision. Our seven Rice partner customers continue to drive our near-term 2027 and 2028 commercial launch targets in our USA and LATAM geographic markets, which have the potential for more than $200 million annual addressable royalties at peak. In our Sustainable Ingredients program, we generated initial customer payments as we ramp up commercialization efforts for 2026. And, most recently, we were selected by the UK Government as a technology partner in its Farming Innovation Programme. Importantly, the regulatory environment we've been helping to shape for over a decade reached a critical inflection point with the EU's political agreement on New Genomic Techniques legislation. This advancement and the recently activated Precision Breeding Act in the United Kingdom have prompted the recent UK investment in precision breeding innovation. Gene editing can no longer be called an experiment—it's the present state of agricultural innovation, and Cibus is positioned ahead of this curve." Dr. Beetham continued, "What makes 2026 particularly exciting is the continuing convergence of technology leadership and commercial potential. For years, speed and scale were obstacles for seed companies. Our highly efficient single-cell editing system, coupled with our time bound, predictable trait development has fundamentally altered that equation, and we're poised to capitalize on the results. As our Rice program advances toward our targeted 2027 a...
Longeveron reported financial results for the year ended December 31, 2025 and provided a business update. Results from pivotal P2 trial anticipated 3Q26.
Longeveron reported financial results for the year ended December 31, 2025 and provided a business update. Results from pivotal P2 trial anticipated 3Q26.
RESTON, Va., March 17, 2026 (GLOBE NEWSWIRE) -- Comscore, Inc. (Nasdaq: SCOR), a trusted partner for planning, transacting and evaluating media across platforms, today reported financial results for the fourth quarter and full year ended December 31, 2025.
RESTON, Va., March 17, 2026 (GLOBE NEWSWIRE) -- Comscore, Inc. (Nasdaq: SCOR), a trusted partner for planning, transacting and evaluating media across platforms, today reported financial results for the fourth quarter and full year ended December 31, 2025.
Following the End-of-Phase 2 meeting with the FDA, the Company gained alignment on its Phase 3 program for the treatment of patients with idiopathic pulmonary fibrosis-related chronic cough
Following the End-of-Phase 2 meeting with the FDA, the Company gained alignment on its Phase 3 program for the treatment of patients with idiopathic pulmonary fibrosis-related chronic cough
Dilok Klaisataporn/iStock via Getty Images By Matthew Schaffer The federal funds rate is already lower than levels recommended by several well-known policy guidelines. Recent uncertainty does not justify further easing. The Federal Open Market Committee is widely expected to leave its federal funds rate target unchanged at 3.5 to 3.75 percent when it meets on March 17-18. While investors eagerly a...
Dilok Klaisataporn/iStock via Getty Images By Matthew Schaffer The federal funds rate is already lower than levels recommended by several well-known policy guidelines. Recent uncertainty does not justify further easing. The Federal Open Market Committee is widely expected to leave its federal funds rate target unchanged at 3.5 to 3.75 percent when it meets on March 17-18. While investors eagerly await lower interest rates, the leading monetary policy rules suggest holding steady is the right approach. Despite increasingly uncertain headlines , there is nothing in the current economic data to justify further easing. The latest Monetary Rules Report from AIER’s Sound Money Project shows that the current policy rate is already slightly below the range implied by several well-known rules. Those rules point to an appropriate federal funds rate close to 4 percent. In other words, the debate heading into this meeting should not be about whether the Fed ought to cut again. It should be about what evidence would justify another cut. At present, that evidence is lacking. Increasing Uncertainty Holding steady may feel unsatisfying in light of recent developments. The February jobs report was weak, with payroll employment falling by 92,000 and unemployment ticking up. At the same time, energy markets have become more volatile as the conflict with Iran has pushed oil and gasoline prices higher. The legal environment has also become less predictable after the Supreme Court ruled that the Trump administration could not rely on the International Emergency Economic Powers Act to impose tariffs. Meanwhile, President Trump has nominated Kevin Warsh to replace Jerome Powell as Fed chair when Powell’s term ends in May, adding yet another layer of uncertainty to the policy environment. All of that uncertainty is real. But it does not justify cutting interest rates. What the Rules Say In uncertain times, monetary policy rules offer a useful guide. A monetary rule, like the Taylor rule and...
Jeff Swensen/Getty Images News Alcoa ( AA ) said Tuesday it is attracting new aluminum orders from buyers seeking alternative sources of material while shipping through the Strait of Hormuz is effectively closed. " We're actually seeing an uptick in orders from customers, and inquiries related to the second quarter and second half of the year, because these were customers who take a portion or a m...
Jeff Swensen/Getty Images News Alcoa ( AA ) said Tuesday it is attracting new aluminum orders from buyers seeking alternative sources of material while shipping through the Strait of Hormuz is effectively closed. " We're actually seeing an uptick in orders from customers, and inquiries related to the second quarter and second half of the year, because these were customers who take a portion or a majority of supply from Middle East smelters," CFO Molly Beerman said at a JPMorgan Chase confere nce, according to Bloomberg. "So we do have additional spot orders coming in, and that should help us later in the year." Smelters in the Persian Gulf states, which produce more than 5M tons of primary metal for shipment through the Strait of Hormuz, or ~9% of total global supply, have curtailed production to conserve raw materials. Alcoa ( AA ) ships ~4M metric tons/year of aluminum to the Middle East to power its smelters every year, and following the closing of the Strait of Hormuz, "all of that supply that normally would have moved into the Middle East is finding a home elsewhere," Beerman said. Aluminum ( LMAHDS03:COM ) is an underappreciated casualty of the Middle East turmoil, TD Securities head of commodity strategy Bart Melek said in a note, estimating a combination of production stoppages or slowdowns in the Persian Gulf likely will add up to ~1.3M metric tons this year, which puts the market on track for a large 1.9M-ton deficit. Melek forecasts aluminum prices on the London Metal Exchange could jump from an average of $2,631/ton last year to $3,481/ton this year and $3,475/ton in 2027. More on Alcoa Alcoa Presents at JPMorgan Industrials Conference 2026 Transcript Alcoa Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow Alcoa: Valuation Concern Overshadows Aluminum Strength
HealthEquity press release ( HQY ): Q4 Non-GAAP EPS of $0.95 beats by $0.05 . Revenue of $334.6M (+7.3% Y/Y) beats by $1.78M . For the fiscal year ending January 31, 2027, management expects revenues of $1.405 billion to $1.415 billion vs consensus $1.41B . Its outlook for net income is between $239 million and $246 million, resulting in net income of $2.78 to $2.85 per diluted share. Its outlook ...
HealthEquity press release ( HQY ): Q4 Non-GAAP EPS of $0.95 beats by $0.05 . Revenue of $334.6M (+7.3% Y/Y) beats by $1.78M . For the fiscal year ending January 31, 2027, management expects revenues of $1.405 billion to $1.415 billion vs consensus $1.41B . Its outlook for net income is between $239 million and $246 million, resulting in net income of $2.78 to $2.85 per diluted share. Its outlook for non-GAAP net income, calculated using the method described below, is between $392 million and $400 million, resulting in non-GAAP net income per diluted share of $4.56 to $4.65 vs consensus $4.54. . Management expects Adjusted EBITDA of $618 million to $628 million. More on HealthEquity The Market's Not Diagnosing HealthEquity Accurately HealthEquity, Inc. (HQY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript HealthEquity, Inc. (HQY) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow HealthEquity Q4 2026 Earnings Preview HealthEquity expects FY 2027 revenue between $1.38B and $1.41B; shares down over 7%
As AI takes over the internet, Palo Alto-based search engine Kagi is bringing its handpicked collection of non-commercial, human-authored websites to mobile devices through new “Small Web” apps for iOS and Android. The “Small Web,” in Kagi’s definition, includes sites created by individuals, like personal blogs, webcomics, independent videos, and more. These are the types of properties that formed...
As AI takes over the internet, Palo Alto-based search engine Kagi is bringing its handpicked collection of non-commercial, human-authored websites to mobile devices through new “Small Web” apps for iOS and Android. The “Small Web,” in Kagi’s definition, includes sites created by individuals, like personal blogs, webcomics, independent videos, and more. These are the types of properties that formed the basis of the early web, before it became dominated by ad-supported business models and platforms controlled by large corporations. They’re also increasingly the kind of sites that can be harder to discover on today’s web, where so much content is infused with, if not directly authored by, AI. The search startup first launched its idea for a “Small Web” initiative in 2023, designed to promote this kind of content in its search results and through a dedicated website. In March, the company announced it’s expanding these efforts with browser extensions, mobile apps, and a way to filter results by category. The Small Web website is like a modern-day StumbleUpon as it randomly displays one of the selected sites, then lets you click a “next” button to move to another. Like StumbleUpon, the goal is to help users discover the parts of the web they might otherwise have missed. With the addition of categories, users can now limit discovery to just those topics of interest from the more than 30,000 “Small Web” sites in Kagi’s index. These are also available in Kagi’s new mobile apps for iOS and Android and its browser extensions. Here, you can select what sort of content you’d like to see, like videos, blogs, code repositories, or comics. You can also view a list of recently viewed or popular sites, and read them in a distraction-free mode. Plus, you can save your favorite sites and articles to return to later. While the initiative to make less-trafficked parts of the indie web more visible is a worthy one — especially at a time when AI-generated content is masquerading as human ...
Meta Platforms Inc. said that users of its Quest headsets will lose access to Horizon Worlds, a virtual destination where cartoon versions of people can meet up and play games, marking the latest pullback from a strategy once central to Mark Zuckerberg ’s vision of a so-called metaverse. Starting June 15, consumers will no longer be able to build, publish or update virtual reality worlds, or acces...
Meta Platforms Inc. said that users of its Quest headsets will lose access to Horizon Worlds, a virtual destination where cartoon versions of people can meet up and play games, marking the latest pullback from a strategy once central to Mark Zuckerberg ’s vision of a so-called metaverse. Starting June 15, consumers will no longer be able to build, publish or update virtual reality worlds, or access Meta Horizon Worlds on Meta Quest headsets, the company said on Tuesday. Access to the virtual worlds will continue on the Meta Horizon mobile app. The move follows cuts to the team responsible for the headsets and their virtual reality offerings, known as Reality Labs. In January, Meta began eliminating 1,000 jobs from the division, while also closing down some of its virtual-reality game and content studios. Chief Technology Officer Andrew Bosworth , who leads Reality Labs, said in a note to staff at the time that Meta would focus on mobile phone experiences instead of fully immersive virtual worlds accessed via headsets. Read More: Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices Zuckerberg’s push into the metaverse — an effort he had so much conviction around that he renamed Facebook as Meta — has long drawn scrutiny from investors and child safety watchdogs. Just a few years after that rebrand, and sinking billions of dollars into the effort, the company has shifted its spending to the fast-moving artificial intelligence race. At Reality Labs, resources have been diverted from VR gaming to wearable products that advance Zuckerberg’s AI ambitions, including the Ray-Ban Meta glasses.
Nearmap/DigitalVision via Getty Images One of my absolute best calls over the last few months has been Sable Offshore Corp. ( SOC ). This niche offshore drilling company and oil logistics firm has seen its share price skyrocket 172.1% since I upgraded it from a Hold to a Buy around the middle of November of last year. This decision came after the stock had plummeted because of significant legal an...
Nearmap/DigitalVision via Getty Images One of my absolute best calls over the last few months has been Sable Offshore Corp. ( SOC ). This niche offshore drilling company and oil logistics firm has seen its share price skyrocket 172.1% since I upgraded it from a Hold to a Buy around the middle of November of last year. This decision came after the stock had plummeted because of significant legal and regulatory setbacks. There was a lot of uncertainty regarding its future at the time, especially on the regulatory front when it came to California and worries about its debt. However, the company outlined two different opportunities for growth. And I viewed the low share price as worthy of the risk since the upside could be parabolic if everything went according to plan. It was essentially a moderately risky prospect with a significant amount of upside potential. The surge in share price really started earlier this year as it became more and more clear that the current Trump Administration is very much in favor of increasing America's oil production. Although there were still complications and uncertainties regarding the company’s option to bypass transporting oil through California’s pipelines, using the vessel in order to accomplish its goals was still very much viable and was looking increasingly likely. The war in Iran changed matters further. A new executive order paved the way for the company to jump-start production. And it looks set to do so through the pipeline route, which allows for more rapid production growth early on. Even after the stock has surged as much as it has, it is very attractively priced. However, there is still some regulatory uncertainty here that investors should be cognizant of. Out of an abundance of caution, I would argue that downgrading it to a Hold makes the most sense here. The Picture Has Changed Back when I last wrote about Sable Offshore, it would not have been deemed likely that a war would erupt with Iran in the near term. And yet,...