ipuwadol Goldman Sachs BDC ( GSBD ) dropped 6.7% in Friday midday trading after the business development company backed by Goldman Sachs ( GS ) reported that its net asset value per share declined 3.7% during Q1. Its adjusted NAV per share dipped to $12.17 as of March 31, 2026, compared with $12.61 as of Dec. 31, 2025. That came in below the Visible Alpha consensus of $12.60. Some $0.34 of the dro...
ipuwadol Goldman Sachs BDC ( GSBD ) dropped 6.7% in Friday midday trading after the business development company backed by Goldman Sachs ( GS ) reported that its net asset value per share declined 3.7% during Q1. Its adjusted NAV per share dipped to $12.17 as of March 31, 2026, compared with $12.61 as of Dec. 31, 2025. That came in below the Visible Alpha consensus of $12.60. Some $0.34 of the drop came from net realized and unrealized losses, according to the company's Q1 presentation. Q1 adjusted net investment income per share of $0.22 decreased from $0.37 in Q4 2025 and $0.41 in last year's Q1. Investments on non-accrual status increased to 2.7% of the total investment portfolio in Q1, compared with 2.3% in Q4. More on Goldman Sachs BDC Goldman Sachs BDC 2026 Q1 - Results - Earnings Call Presentation Goldman Sachs BDC: Downside Risks Remain If NAV Growth Doesn't Improve Goldman Sachs BDC's Risky Math: Buying The Discount, Ignoring The Drift Goldman Sachs BDC Non-GAAP NII of $0.22 misses by $0.08, TII of $78.8M misses by $4.98M
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists' expectations for 55,000. The jobless rate held steady at 4...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists' expectations for 55,000. The jobless rate held steady at 4.3%. Jeff Marks, director of portfolio analysis for the Club, said the report weakens the case for near-term Federal Reserve rate cuts because the labor market remains stable. Jim argued, however, that large parts of the economy tied to housing and traditional consumer spending still need lower rates. "I'm still a believer that the Whirlpool economy is what [incoming Fed Chair Kevin] Warsh will focus on," Jim said, referring to slowing demand across housing-related and lower-end consumer categories. 2. Wells Fargo downgraded Nike on Friday, citing concerns that the company's turnaround could take longer than investors had hoped. Shares of Nike have fallen roughly 30% this year, making the stock the second-worst performer in the Dow. Jim said the retail environment has become increasingly difficult as investors continue to favor AI-related stocks over traditional consumer names. The Investing Club downgraded Nike following the company's most recent quarter, reflecting concerns that improving fundamentals alone have not been enough to lift sentiment across the retail sector. 3. Club holding Qnity Electronics reports Tuesday morning. Its former parent , and fellow Club name, DuPont delivered an impressive beat-and-raise quarter earlier this week. Shares of Qnity continued their strong run Friday and are now up roughly 80% this year. Deutsche Bank recently raised its price target on the stock to $170 from $140, citing continued strength tied to semiconductor demand. Jeff noted that more than 65% of Qnity's business is tied to semiconductors, which positions the company to benef...
Deprivation and inequality are behind the fall in healthy life expectancy, writes George Binette . Plus letters from Sanghamitra Bandyopadhyay , Dr Louise Lawson and Chris Phillipson Helen McCarthy writes that today’s struggle “is the right to live a good, meaningful life, and to live it right to the end” ( Britain pioneered the comfortable retirement – but that golden age is coming to an end, 2 M...
Deprivation and inequality are behind the fall in healthy life expectancy, writes George Binette . Plus letters from Sanghamitra Bandyopadhyay , Dr Louise Lawson and Chris Phillipson Helen McCarthy writes that today’s struggle “is the right to live a good, meaningful life, and to live it right to the end” ( Britain pioneered the comfortable retirement – but that golden age is coming to an end, 2 May ). Ironically, her column appeared days after the Health Foundation reported a notable fall of roughly two years in healthy life expectancy across the UK in the decade between 2012-14 and 2022-24 to below 61 years for both men and women – significantly below the state pension age. Among 21 high-income countries, Britain’s ranking slumped from 14th to 20th against this measure, ahead only of the US. The reasons for this relative and absolute decline are, of course, multifaceted, but there is an undeniable link to relative deprivation. With the state pension age continuing to rise and the Tony Blair Institute effectively calling for abolishing the meagre state pension, Prof McCarthy’s assertion that “the right to retire was yesterday’s struggle,” seems dubious at best. Pensioner poverty in Britain remains widespread and far worse than in France and Italy. Continue reading...
Earnings Call Insights: Informa TechTarget (TTGT) Q1 2026 Management View CEO Gary Nugent framed Q1 as progress on both growth and integration, saying, "In Q1 2026, we delivered revenues of $106 million, representing a 2% increase year-over-year, whilst achieving an adjusted EBITDA of $7.4 million, an increase of 27% year-on-year." He added the results reflected "the early returns of our combinati...
Earnings Call Insights: Informa TechTarget (TTGT) Q1 2026 Management View CEO Gary Nugent framed Q1 as progress on both growth and integration, saying, "In Q1 2026, we delivered revenues of $106 million, representing a 2% increase year-over-year, whilst achieving an adjusted EBITDA of $7.4 million, an increase of 27% year-on-year." He added the results reflected "the early returns of our combination program completed in 2025" and introduced a new reporting view: "From today, we also report the results of our 2 operating segments, Intelligence and Advisory; and Brand to Demand." Nugent described customer budget patterns as a near-term headwind for go-to-market spending while signaling longer-term demand, saying clients "continue to prioritize capital to R&D investment" and that this was "subduing investment elsewhere for now, specifically in go-to-market." He positioned the company around the shift "from a search engine economy to an answer engine economy" and said the company’s "unified demand playbook" launched at the beginning of Q1 "has been very well received in the marketplace." Nugent highlighted a large-customer focus, stating, "revenues from our strategic focus on our largest customers... were up double digit" in Q1, and noted a leadership update: "Staci Gullotta, our new CMO, has gotten her feet well and truly under the table." Nugent provided a case study tied to the unified portfolio, saying Tanium’s program delivered "over 5,000 leads," "$1.2 billion of influence pipeline," and "an ROI of over 2,800 times," and that Tanium "signed a new 2-year deal... representing over a 50% increase in their annual investment." CFO Daniel Noreck emphasized execution in a cautious market and the new segment split, saying, "In brand and demand... we saw good revenue growth of around 5% year-over-year" while "Intelligence and Advisory... revenues were around 4% lower year-over-year." He added, "we delivered company adjusted EBITDA growth of 27% year-over-year to $7.4 milli...
Timken ( TKR ) declares $0.36/share quarterly dividend , 2.9% increase from prior dividend of $0.35. Forward yield 1.23% Payable May 29; for shareholders of record May 19; ex-div May 19. See TKR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Timken The Timken Company (TKR) Q1 2026 Earnings Call Transcript The Timken Company 2026 Q1 - Results - Earnings Call Presentation The Timken Com...
Timken ( TKR ) declares $0.36/share quarterly dividend , 2.9% increase from prior dividend of $0.35. Forward yield 1.23% Payable May 29; for shareholders of record May 19; ex-div May 19. See TKR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Timken The Timken Company (TKR) Q1 2026 Earnings Call Transcript The Timken Company 2026 Q1 - Results - Earnings Call Presentation The Timken Company: On A Roll And Reasonably Valued Timken projects 2026 adjusted EPS of $5.75-$6.25 as it raises sales outlook to 4%-6% Timken Non-GAAP EPS of $1.67 beats by $0.17, revenue of $1.23B beats by $70M
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Bio-Techne is now the #85 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Bio-Techne is now the #85 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each
Justin Sullivan/Getty Images News Apple ( AAPL ) appears poised to experience a significant AI-related catalyst next month at WWDC , according to Wedbush. "We believe Apple is the sleeping tech giant about to see a major inflection point in growth as Cupertino is set to finally unveil its AI strategy at WWDC in June," said Wedbush analysts in a Friday investor report. "We believe this is the first...
Justin Sullivan/Getty Images News Apple ( AAPL ) appears poised to experience a significant AI-related catalyst next month at WWDC , according to Wedbush. "We believe Apple is the sleeping tech giant about to see a major inflection point in growth as Cupertino is set to finally unveil its AI strategy at WWDC in June," said Wedbush analysts in a Friday investor report. "We believe this is the first step for Apple to create a foundational AI consumer platform that enables Apple users to start integrating Google's ( GOOG )( GOOGL ) Gemini AI model into Apple's hardware ecosystem. This is just the start in our view, as iOS 27 will let Apple's 2.5 billion iOS users set whatever their preferred AI model as the default for Apple Intelligence features set to be released. While Apple has already partnered with OpenAI ( OPENAI ), making ChatGPT available now, all the features of Apple Intelligence that users have been waiting for over the past few years will now be available." Wedbush increased its price target on the stock to $400 from $350 and maintained its Outperform rating ahead of the event, which runs from June 8 through 12. Wedbush is also intrigued by the potential hardware and software innovations under incoming CEO John Ternus , who will take over the reins from Tim Cook on September 1. Ternus joined Apple in 2001 and has spent more than two decades rising through the ranks of the company's product organization. He currently serves as senior vice president of hardware engineering, overseeing development of key products including the iPhone, iPad, Mac, Apple Watch, and AirPods. "The complexity and opportunity is Apple being at the forefront of the consumer AI Revolution…and proving to investors this is a 'new era' under Ternus," Wedbush added. "It all starts at WWDC in June, handing the baton from Cook to Ternus. We believe AI monetization and services will ultimately add $75 to $100 to Apple stock, and that is not being factored into the current multiple in our vie...
Ariella Lister wonders what such an event would look like today, while John Bailey doubts that it brought people together. Plus letters from Dr Allan Dodds and Peter Aylmer Celebrating the legacy of the Festival of Britain 75 years on by considering “how art can bring people together in the darkest times” is a fine sentiment ( Editorial, 1 May ). But far too many in this country have no opportunit...
Ariella Lister wonders what such an event would look like today, while John Bailey doubts that it brought people together. Plus letters from Dr Allan Dodds and Peter Aylmer Celebrating the legacy of the Festival of Britain 75 years on by considering “how art can bring people together in the darkest times” is a fine sentiment ( Editorial, 1 May ). But far too many in this country have no opportunity to share in that legacy. We need to recognise that this country is a very different place to that of 75 years ago – it is divided and more diverse. We are now a multicultural nation – but a fractured one. A possible solution to the many racist and prejudiced attitudes we see around us is to have another festival of Britain, but with a very different focus. One where groups of people of different races, creeds and religions show the country how they differ from each other in customs and practices, but also how similar we all are, with groups showcasing their food, music, history, interests, specialisms etc. Hopefully this might help dispel the fear and mistrust people feel when new and established immigrants settle among us. Ariella Lister Mill Hill, London Continue reading...
Even if all the results were not as catastrophic as expected for Labour, the writing is on the wall for the old ways of doing politics He wants a little more time and he may just get it. It seems there was enough in the results of Thursday’s elections to allow Keir Starmer to fend off calls for his immediate exit. But that should not obscure the bigger picture, which is not only disastrous for Lab...
Even if all the results were not as catastrophic as expected for Labour, the writing is on the wall for the old ways of doing politics He wants a little more time and he may just get it. It seems there was enough in the results of Thursday’s elections to allow Keir Starmer to fend off calls for his immediate exit. But that should not obscure the bigger picture, which is not only disastrous for Labour but also has alarming implications for British politics – and even the future of the country. Start with the prime minister, whose fate was once deemed to hang on these contests. Maybe the political operation at Downing Street has got better, but on Friday morning it appeared that No 10 had benefited from the management of expectations. Labour MPs had been braced for losing as many as 2,000 council seats in England, with 1,500 seen as the threshold for a leadership challenge. But the first analyses pointed to an eventual tally of losses short of that first number, at least. In other words, the results were bad, but not that bad – and therefore good enough for the PM. Continue reading...