Earnings Call Insights: Pelthos Therapeutics (PTHS) Q1 2026 Management View "The first quarter of 2026 was a successful one for Pelthos, with strong execution and progress made in several key areas" (CEO, President & Director Scott Plesha). "We experienced substantial revenue growth driven by increased prescriptions of our lead product, ZELSUVMI" and "completed the expansion and optimization of ou...
Earnings Call Insights: Pelthos Therapeutics (PTHS) Q1 2026 Management View "The first quarter of 2026 was a successful one for Pelthos, with strong execution and progress made in several key areas" (CEO, President & Director Scott Plesha). "We experienced substantial revenue growth driven by increased prescriptions of our lead product, ZELSUVMI" and "completed the expansion and optimization of our sales force from 50 sales representatives to 64" (CEO Plesha). "Within this PBM, units dispensed have doubled and the number of prescribers has increased 121%" (CEO Plesha). "Our top line results were driven by a 25% increase in prescription units... from 6,312 units in the fourth quarter of 2025, to 7,884 units in the first quarter of 2026" and "net product revenue from $9.1 million during the fourth quarter of 2025 to $10.7 million in the first quarter of 2026" (CEO Plesha). "We continue to focus on establishing the manufacturing process and building launch inventory, expect to launch XEPI in early 2027" and "expect to bring [XEGLYZE] to market in mid-2027" (CEO Plesha). "Supporting our continued launch execution of ZELSUVMI and the launch preparation of XEPI and XEGLYZE, we closed a $50 million term debt loan in January 2026, of which we drew $30 million" (CEO Plesha). "For Q1 2026, shipments and prescriptions were ahead of expectations" and "the number of unique prescribers rose from 2,377... to 3,228" (Chief Commercial Officer Sai Rangarao). "As of today, we have a 59% coverage rate for commercial insurance plans and an incredible 99% coverage rate for Medicaid" (CCO Rangarao). "For the first quarter of 2026, we reported $10.7 million of net product revenue" and "SG&A expenses" were "$21.1 million" (CFO, Treasurer & Secretary John Gay). "As of March 31, 2026, we had $32 million of cash and $11.7 million in accounts receivable" (CFO Gay). Outlook "As we remain relatively early in our launch, we have not yet provided discrete revenue and earnings guidance" (CEO Plesha)...
Applied Materials press release ( AMAT ): Q2 Non-GAAP EPS of $2.86 beats by $0.18 . Revenue of $7.91B (+11.4% Y/Y) beats by $220M . Business Outlook Applied’s total revenue and non-GAAP diluted EPS for the third quarter of fiscal 2026 are expected to be as follows: Q3 FY2026 (In millions, except per share amounts) Total revenue $ 8,950 +/- $ 500 vs consensus of $8.15B Non-GAAP diluted EPS $ 3.36 +...
Applied Materials press release ( AMAT ): Q2 Non-GAAP EPS of $2.86 beats by $0.18 . Revenue of $7.91B (+11.4% Y/Y) beats by $220M . Business Outlook Applied’s total revenue and non-GAAP diluted EPS for the third quarter of fiscal 2026 are expected to be as follows: Q3 FY2026 (In millions, except per share amounts) Total revenue $ 8,950 +/- $ 500 vs consensus of $8.15B Non-GAAP diluted EPS $ 3.36 +/- $ 0.20 vs consensus of $2.90 Click to enlarge Shares +4.5% . More on Applied Materials Applied Materials: Supplying Intel Comes With Its Perks Applied Materials: The Next Correction Candidate Applied Materials: A Picks And Shovels Play On The AI Chip Revolution Semiconductor stocks dominate best YTD performing mega caps list Applied Materials Q2 earnings on deck: What to expect
Market Domination Host Josh Lipton and Yahoo Finance Senior Reporter Brooke DiPalma take a look at several of today's leading stories, including how a Barron's reporting illustrating how higher gas prices (RB=F) are pushing consumers to budget shopping sites like Temu and Shein.
Market Domination Host Josh Lipton and Yahoo Finance Senior Reporter Brooke DiPalma take a look at several of today's leading stories, including how a Barron's reporting illustrating how higher gas prices (RB=F) are pushing consumers to budget shopping sites like Temu and Shein.
Sports Authority is gone. Modell's is gone. Dick's Sporting Goods watched both of its biggest competitors collapse and then quietly built a $17 billion business on what they left behind. *Who else is crushing it in retail and how? We have the answer:* When Amazon started undercutting sporting goods chains on price, two of Dick's biggest competitors had nothing left to offer. Dick's made a differen...
Sports Authority is gone. Modell's is gone. Dick's Sporting Goods watched both of its biggest competitors collapse and then quietly built a $17 billion business on what they left behind. *Who else is crushing it in retail and how? We have the answer:* When Amazon started undercutting sporting goods chains on price, two of Dick's biggest competitors had nothing left to offer. Dick's made a different bet. It bought Sports Authority's customer list 25 million email addresses for $15 million, then used the data it had already been collecting through its loyalty program to figure out which sport your kid played and when their season started. In 2016, it acquired GameChanger, the app millions of youth sports families use for scoring and stats, so it could nudge you to buy right before you needed gear. Then in 2021, it opened House of Sport: locations with batting cages, golf simulators, and climbing walls. Not a store you shop at a place you keep coming back to. Behind all three moves is a $40B youth sports boom. Dick's didn't just ride it. It built the infrastructure for it. Get the 5-minute newsletter keeping 2M+ innovators in the loop:
JERSEY CITY, NJ / ACCESS Newswire / May 14, 2026 / Amdocs(NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced it will attend the following investor conferences during the third quarter of ...
JERSEY CITY, NJ / ACCESS Newswire / May 14, 2026 / Amdocs(NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced it will attend the following investor conferences during the third quarter of ...
BeOne Medicines AG (NASDAQ:ONC) is one of the 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts. On May 7, Guggenheim analyst Michael Schmidt increased the firm’s price target from $410 to $420 while maintaining a Buy rating on the stock. This update comes after the company reported a topline beat in […]
BeOne Medicines AG (NASDAQ:ONC) is one of the 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts. On May 7, Guggenheim analyst Michael Schmidt increased the firm’s price target from $410 to $420 while maintaining a Buy rating on the stock. This update comes after the company reported a topline beat in […]
Several companies that report earnings results next week may see their stocks get a post-earnings bump, if history is any indication, according to Bespoke Investment Group. More than a dozen firms in the S & P 500 , including Nvidia and Ralph Lauren , are slated to share their financial results with investors, beginning on May 18. The companies span several industries, from electronic testing and ...
Several companies that report earnings results next week may see their stocks get a post-earnings bump, if history is any indication, according to Bespoke Investment Group. More than a dozen firms in the S & P 500 , including Nvidia and Ralph Lauren , are slated to share their financial results with investors, beginning on May 18. The companies span several industries, from electronic testing and measurements to retail and semiconductors. The spate of reports comes as the blockbuster first-quarter financial reporting period is nearing an end. About 90% of S & P 500 firms have reported earnings for the first quarter, per FactSet. Of those companies, 84% posted earnings results that exceeded the mean EPS estimate, marking an exceptionally strong season. Bespoke Investment Group looked through data for S & P 500 companies on next week's calendar that should see some upside. It screened for stocks that met the following criteria: Reporting next week EPS beat rate of 75% or more Earnings day gain of 1% or more Here are a few of the names that made the cut. Nvidia The semiconductor name could get a boost next week, if the stock follows its usual post-earnings trajectory. Its fiscal first-quarter results are scheduled to come out on May 20. The largest stock by market capitalization in the S & P 500 has surged 74% over the past year amid an acceleration in artificial intelligence adoption. Those gains have largely come from the company's data center business, which accounts for about 90% of Nvidia's revenue. The segment includes Nvidia's Vera Rubin Platform, a next-generation AI supercomputing platform and GPU microarchitecture which is slated to debut in the second half of this year. On earnings day, the firm has topped analysts' consensus estimates for its EPS 86% of the time. Shares have gained 1.81% on average following Nvidia's earnings reports. Ralph Lauren The retail stock could see its shares rise following its fiscal fourth-quarter earnings report on May 21, if it...
The following companies are expected to report earnings prior to market open on 05/15/2026. Visit our Earnings Calendar for a full list of expected earnings releases.RBC Bearings Incorporated (RBC)is reporting for the quarter ending March 31, 2026. The machinery company's consen
The following companies are expected to report earnings prior to market open on 05/15/2026. Visit our Earnings Calendar for a full list of expected earnings releases.RBC Bearings Incorporated (RBC)is reporting for the quarter ending March 31, 2026. The machinery company's consen
OpenAI is going to let users access Codex, its desktop AI tool that can write code and use apps on your computer, from the ChatGPT app on your phone. Following the surge in popularity for Anthropic's Claude Code, OpenAI has been working quickly to try and catch up, including by cutting back on "side quests," shutting down projects like the Sora video-generation tool , and focusing on growing its e...
OpenAI is going to let users access Codex, its desktop AI tool that can write code and use apps on your computer, from the ChatGPT app on your phone. Following the surge in popularity for Anthropic's Claude Code, OpenAI has been working quickly to try and catch up, including by cutting back on "side quests," shutting down projects like the Sora video-generation tool , and focusing on growing its enterprise business . The company's push included the recently released major update for Codex that lets it operate apps on macOS - a potentially major step as part of its ambitions to make a desktop "superapp." Codex in the ChatGPT mobile app lets … Read the full story at The Verge.
JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next year. “If we’re seeing capex increase at the same rate that we saw 2025 to 2026, I think that’s probably a little bit of a red flag,” Stephanie Doyle, a portfolio manager at the $4.3 trillion firm, tells Bloomberg News’ James Crombie and Bloomberg Int...
JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next year. “If we’re seeing capex increase at the same rate that we saw 2025 to 2026, I think that’s probably a little bit of a red flag,” Stephanie Doyle, a portfolio manager at the $4.3 trillion firm, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Arnold Kakuda in this episode of the Credit Edge podcast. “I think the issuance is an op
Despite its revenue surge, Rigetti Computing 's (NASDAQ: RGTI) share price fell after the company reported its Q1 results. The stock is one of a group of quantum computing stocks that have captured the imagination of investors about what the future may hold for the emerging technology. Not surprisingly, the stock has been volatile. Its share price is up around 60% over the past year but down nearl...
Despite its revenue surge, Rigetti Computing 's (NASDAQ: RGTI) share price fell after the company reported its Q1 results. The stock is one of a group of quantum computing stocks that have captured the imagination of investors about what the future may hold for the emerging technology. Not surprisingly, the stock has been volatile. Its share price is up around 60% over the past year but down nearly 70% from its 52-week high. Let's take a closer look at the company's results and prospects to see if this is a buying opportunity. Continue reading
Starz Entertainment ( STRZ ) soared 10% after a report that media mogul Byron Allen is interested in buying the entertainment company. "When I decide to buy the whole company — I will buy the whole company — I do plan on controlling Starz," Allen said in an interview with the Hollywood Reporter that was published on Thursday. Allen's comments come after Starz ( STRZ ) adopted a poison pill in Marc...
Starz Entertainment ( STRZ ) soared 10% after a report that media mogul Byron Allen is interested in buying the entertainment company. "When I decide to buy the whole company — I will buy the whole company — I do plan on controlling Starz," Allen said in an interview with the Hollywood Reporter that was published on Thursday. Allen's comments come after Starz ( STRZ ) adopted a poison pill in March after Allen's company purchased a 10.7% stake in the company. "I want to control Starz — I am the second largest stockholder," Allen told the trade paper. More on Starz Entertainment Corp. Starz Entertainment Corp. (STRZ) Q1 2026 Earnings Call Transcript Look At The Starz, Look How They Shine For You Starz Entertainment: Focus On U.S. Subscriber Growth Is Paying Off (Rating Upgrade) Starz moves 20% margin target to back half of 2027 after exiting Universal Pay-Two deal Starz Entertainment Corp. GAAP EPS of -$9.83 misses by $8.55, revenue of $306.9M beats by $1.15M
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts. On May 11, Freedom Broker lifted its price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $170 to $230 while keeping a Buy rating on the stock. The research firm pointed to the company’s Q1 2026 […]
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts. On May 11, Freedom Broker lifted its price target on Palantir Technologies Inc. (NASDAQ:PLTR) from $170 to $230 while keeping a Buy rating on the stock. The research firm pointed to the company’s Q1 2026 […]
Bruce Bennett/Getty Images News Bank stocks are attracting renewed interest from investors as speculation mounts that the Federal Reserve may soon raise interest rates. Despite President Donald Trump’s public expectations that incoming Fed Chair Kevin Warsh will cut rates, Regan Capital’s Chief Investment Officer Skyler Weinand believes the central bank may actually be forced to move in the opposi...
Bruce Bennett/Getty Images News Bank stocks are attracting renewed interest from investors as speculation mounts that the Federal Reserve may soon raise interest rates. Despite President Donald Trump’s public expectations that incoming Fed Chair Kevin Warsh will cut rates, Regan Capital’s Chief Investment Officer Skyler Weinand believes the central bank may actually be forced to move in the opposite direction. Higher interest rates typically benefit banks by widening their net interest margins—the spread between what they earn on loans and pay on deposits. Among the top-rated bank stocks by Seeking Alpha’s Quant system rating , Bank of America ( BAC ) leads the pack with a Strong Buy rating of 4.94 and a market cap of $353.69 B . The banking giant trades at a price-to-earnings ratio of 12.38. Beyond Bank of America ( BAC ) , the remaining top-rated bank stocks by quantitative metrics include: Carter Bankshares, Inc. ( CARE ) - Quant Rating: Strong Buy 4.77 | Market Cap: $591.11M | P/E TTM: 5.53 Midland States Bancorp, Inc. ( MSBI ) - Quant Rating: Strong Buy 4.76 | Market Cap: $552.86M | P/E TTM: 22.77 First Reliance Bancshares, Inc. ( FSRL ) - Quant Rating: Strong Buy 4.70 | Market Cap: $124.22M | P/E TTM: 10.28 Private Bancorp of America, Inc. ( PBAM ) - Quant Rating: Strong Buy 4.69 | Market Cap: $421.83M | P/E TTM: 10.27 Burke & Herbert Financial Services Corp. ( BHRB ) - Quant Rating: Strong Buy 4.67 | Market Cap: $1.25B | P/E TTM: 8.05 First Financial Bancorp. ( FFBC ) - Quant Rating: Strong Buy 4.66 | Market Cap: $3.12B | P/E TTM: 10.52 Popular, Inc. ( BPOP ) - Quant Rating: Strong Buy 4.62 | Market Cap: $9.23B | P/E TTM: 10.58 East West Bancorp, Inc. ( EWBC ) - Quant Rating: Strong Buy 4.62 | Market Cap: $16.31B | P/E TTM: 11.89 Hanmi Financial Corporation ( HAFC ) - Quant Rating: Strong Buy 4.59 | Market Cap: $858.05M | P/E TTM: 10.84 More on Bank of America, Popular, etc. Bank of America: How I Double The Average Dividend Yield Popular's Popularity With Mr...
Dow Chair and CEO Jim Fitterling says the company is "hardly moving anything" through the Strait of Hormuz due to the war in Iran. He says it could take 275 days for things to get back to normal after the waterway is reopened. He speaks to Bloomberg's Caroline Hyde on the sidelines of the Spark Summit in California. (Source: Bloomberg)
Dow Chair and CEO Jim Fitterling says the company is "hardly moving anything" through the Strait of Hormuz due to the war in Iran. He says it could take 275 days for things to get back to normal after the waterway is reopened. He speaks to Bloomberg's Caroline Hyde on the sidelines of the Spark Summit in California. (Source: Bloomberg)