Schroptschop/iStock via Getty Images Recap From My First Coverage This isn’t my first time covering Cameco Corporation ( CCJ ); in fact, I did so back in late January of this year. Since then a lot has come out and a lot has happened. We’ve seen commodities surge as a result of the escalating conflicts in the Middle East. Company-wise, CCJ has also released a new earnings report showing that long-...
Schroptschop/iStock via Getty Images Recap From My First Coverage This isn’t my first time covering Cameco Corporation ( CCJ ); in fact, I did so back in late January of this year. Since then a lot has come out and a lot has happened. We’ve seen commodities surge as a result of the escalating conflicts in the Middle East. Company-wise, CCJ has also released a new earnings report showing that long-term pricing for uranium is picking up speed in terms of pricing. Rising from $80/lb back in June of 2025 to now $91.5/lb. First Coverage (Seeking Alpha) buying a $54 billion company, which is up 168% on a 12-month period, I think opens up risk. I’ll admit that the growth in the next few years should be very strong, thanks to one of the main investments CCJ has Part of the reason for me rating CCJ a hold initially was the stretched valuation I thought it had. It seems the market has caught up as well, seeing as shares are now down some 14% since then. It’s difficult rating any stock a Hold, I think. Partly because for CCJ the underlying business is incredibly strong and there is lasting long-term growth here. But on the contrary, the valuation does not provide a lot of downside protection, at least back then. For me, the long-term outlook always wins, and for CCJ, it looks very positive, which is why I wouldn't rate it a Sell previously. What has changed now is that CCJ has come down in price; the report that came out showed strong figures, especially with Westinghouse now being an even more integral part of CCJ. It’s rare that I upgrade a rating so close to having started covering, but I think here all the boxes I need for a Buy rating are ticked. Business Model And Recent Earnings Report CCJ is not just a mining company, driving revenues and earnings from having the price of uranium rise. think of CCJ as a vertically integrated company that has both the upstream, midstream, and downstream as part of its operations. It controls the entire value chain from exploration to re...
rafal_olechowski Shares of MannKind Corporation ( MNKD ) added ~16% in the premarket on Wednesday after the company announced plans for a new jointly developed therapy as part of an expanded license and collaboration agreement with United Therapeutics ( UTHR ). The biotech company from Danbury, Connecticut, stated that it has been working on a new treatment, a dry powder inhaler version of the dru...
rafal_olechowski Shares of MannKind Corporation ( MNKD ) added ~16% in the premarket on Wednesday after the company announced plans for a new jointly developed therapy as part of an expanded license and collaboration agreement with United Therapeutics ( UTHR ). The biotech company from Danbury, Connecticut, stated that it has been working on a new treatment, a dry powder inhaler version of the drug ralinepag (MNKD-1501), for United Therapeutics ( UTHR ) as part of the expanded agreement. Under a 2018 agreement, MannKind ( MNKD ) and United Therapeutics ( UTHR ) currently market a dry powder formulation of the lung disease therapy treprostinil, as Tyvaso DPI, for conditions including pulmonary arterial hypertension. MannKind ( MNKD ) said that under the expanded deal, it received $5M from UTHR last month aimed at supporting the expedited development of ralinepag DPI, which is set to be initially commercialized for pulmonary arterial hypertension. The company is also entitled to $35M in development milestones and 10% royalties on net sales of MNKD-1501 while United ( UTHR ) seeks to develop the drug for additional lung disorders such as interstitial lung disease and idiopathic pulmonary fibrosis. However, United Therapeutics ( UTHR ) trended lower in the premarket on Wednesday after its Q1 2026 results failed to meet Street forecasts. MannKind ( MNKD ) is scheduled to report its Q1 results after the close on Wednesday. More on MannKind, United Therapeutics United Therapeutics: The Future Lies With Manufactured Organs United Therapeutics: Maintaining 'Strong Buy' On Second TETON Study Program Win MannKind: Strategic Uncertainty Follows United Therapeutics' Pivot (Rating Downgrade) MannKind Q1 2026 Earnings Preview United Therapeutics Q1 2026 Earnings Preview
Investors should scoop up shares of Davita as demand for the company's treatments picks up, according to Deutsche Bank. The bank upgraded the dialysis service provider to buy from hold. Is also raised its price target to $220 from $126, implying 40% upside from Tuesday's close. Davita reported better-than-expected earnings for the first quarter on Tuesday, sending shares nearly 6% higher in off-ho...
Investors should scoop up shares of Davita as demand for the company's treatments picks up, according to Deutsche Bank. The bank upgraded the dialysis service provider to buy from hold. Is also raised its price target to $220 from $126, implying 40% upside from Tuesday's close. Davita reported better-than-expected earnings for the first quarter on Tuesday, sending shares nearly 6% higher in off-hours trading. DVA 5D mountain DVA rises "The two shining stars of the quarter were: (1) Revenue per treatment; (2) Treatment growth," analyst Pito Chickering said Tuesday in a note to clients. "At this point, we are unable to sit on the sidelines." Treatments came in 10 basis points above analysts' consensus estimate for the first quarter, according to Deutsche Bank. The company also said it expects demand for treatments to increase by between 20 and 50 basis points for the current year. Davita's revenue per treatment was $417.59 for the period, topping the Street's expectation of $8.30. That marks a 4.4% increase in treatment revenue on a year-over-year basis. "There are still a lot of variables like new starts/ mortality which can impact these numbers. Bears are playing for treatment growth structurally impacted by both SGLT2 inhibitors plus GLP-1 impacts, but with treatment growth moving up for the first time in years, we believe these headwinds simply aren't coming in as bears hoped for," Chickering wrote. Deutsche Bank's call goes against consensus on the Street. Of the 10 analysts covering DaVita, 6 have a hold on the stock, LSEG data shows. Shares have risen 38% in the year to date.
(RTTNews) - NRG Energy, Inc. (NRG), an energy and home services company, Wednesday reported lower earnings for the first quarter compared to the same period last year, despite higher revenues.
(RTTNews) - NRG Energy, Inc. (NRG), an energy and home services company, Wednesday reported lower earnings for the first quarter compared to the same period last year, despite higher revenues.
Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations w...
Recent developments in the AI chip sector underscore a significant surge in demand for high-performance computing solutions, particularly for AI infrastructure. AMD's latest financial results reveal robust growth in their Data Center segment, attributed to increasing demand for their AI-optimized processors and GPUs. Expansions in global compute infrastructure, marked by strategic collaborations with industry giants such as Meta, AWS, and Google Cloud, highlight the broader industry trend of...
Britain's 'special relationship' with the United States may be under renewed scrutiny, but when it comes to football, it appears to be in fine health, writes Dan Roan.
Britain's 'special relationship' with the United States may be under renewed scrutiny, but when it comes to football, it appears to be in fine health, writes Dan Roan.
Bioventus press release ( BVS ): Q1 Non-GAAP EPS of $0.15 beats by $0.08 . Revenue of $132.1M (+6.6% Y/Y) beats by $2.2M . First quarter GAAP earnings of $0.04 per diluted share compared to the prior-year period loss of $0.04 per diluted share Non-GAAP earnings* of $0.15 per diluted share compared to $0.08 per diluted share in the prior-year period Cash from operations of $8.9 million increased $2...
Bioventus press release ( BVS ): Q1 Non-GAAP EPS of $0.15 beats by $0.08 . Revenue of $132.1M (+6.6% Y/Y) beats by $2.2M . First quarter GAAP earnings of $0.04 per diluted share compared to the prior-year period loss of $0.04 per diluted share Non-GAAP earnings* of $0.15 per diluted share compared to $0.08 per diluted share in the prior-year period Cash from operations of $8.9 million increased $28.3 million compared to the $19.3 million cash outflow in the prior-year period Company raises Non-GAAP EPS and Cash from Operations guidance and reaffirms revenue guidance for full year 2026 More on Bioventus Bioventus Inc. (BVS) Q4 2025 Earnings Call Transcript Bioventus Inc. 2025 Q4 - Results - Earnings Call Presentation Bioventus outlines $600M–$610M 2026 sales target with accelerated investment in PNS, PRP, and ultrasonics Bioventus Non-GAAP EPS of $0.24 beats by $0.02, revenue of $157.9M beats by $2.95M Seeking Alpha’s Quant Rating on Bioventus
CS Disco press release ( LAW ): Q1 Non-GAAP EPS of -$0.07 beats by $0.02 . Revenue of $41.88M (+14.3% Y/Y) beats by $1.58M . Software revenue was $34.7 million, up 12% compared to the first quarter of 2025. Adjusted EBITDA was $(3.5) million, an improvement of 32% compared to $(5.1) million in the first quarter of 2025. Second Quarter and Full Year 2026 Financial Outlook As of May 6, 2026, DISCO i...
CS Disco press release ( LAW ): Q1 Non-GAAP EPS of -$0.07 beats by $0.02 . Revenue of $41.88M (+14.3% Y/Y) beats by $1.58M . Software revenue was $34.7 million, up 12% compared to the first quarter of 2025. Adjusted EBITDA was $(3.5) million, an improvement of 32% compared to $(5.1) million in the first quarter of 2025. Second Quarter and Full Year 2026 Financial Outlook As of May 6, 2026, DISCO is issuing the following outlook for the second quarter of 2026 and fiscal year 2026: Second quarter of 2026: Software revenue in the range of $36.1 million - $37.1 million. Total revenue in the range of $41.5 million - $43.5 million vs. $41.93M consensus . Adjusted EBITDA in the range of $(4.5) million - $(2.5) million. Fiscal year 2026: Software revenue in the range of $146.0 million - $152.5 million. Total revenue in the range of $169.25 million - $178.75 million vs. $172.74M consensus (prior $167.0 million - $177.0 million). Adjusted EBITDA in the range of $(8.0) million - $(4.0) million. More on CS Disco CS Disco, Inc. 2025 Q4 - Results - Earnings Call Presentation CS Disco, Inc. (LAW) Q4 2025 Earnings Call Transcript CS Disco Makes Little Operating Progress As Competitive Pressures Persist CS Disco outlines new pricing model and targets adjusted EBITDA breakeven by Q4 2026 as generative AI adoption accelerates CS Disco beats top-line and bottom-line estimates; introduces Q1 and FY26 outlook