Ironwood Pharmaceuticals press release ( IRWD ): Q1 Non-GAAP EPS of $0.24. Revenue of $106.5M (+159.1% Y/Y). LINZESS® (linaclotide) U.S. net sales of $273 million in Q1 2026, primarily driven by improved net price and 5% EUTRx demand growth year-over-year – Total revenue of $107 million, GAAP net income of $41 million and adjusted EBITDA of $77 million in Q1 2026 – On track to begin site initiatio...
Ironwood Pharmaceuticals press release ( IRWD ): Q1 Non-GAAP EPS of $0.24. Revenue of $106.5M (+159.1% Y/Y). LINZESS® (linaclotide) U.S. net sales of $273 million in Q1 2026, primarily driven by improved net price and 5% EUTRx demand growth year-over-year – Total revenue of $107 million, GAAP net income of $41 million and adjusted EBITDA of $77 million in Q1 2026 – On track to begin site initiations for Phase 3 confirmatory trial of apraglutide in short bowel syndrome with intestinal failure (SBS-IF) in the second quarter of 2026 – More on Ironwood Pharmaceuticals Ironwood Pharmaceuticals: Downgrading On Pipeline Setback And Extended Timeline For Apraglutide Ironwood Pharmaceuticals, Inc. 2025 Q4 - Results - Earnings Call Presentation Ironwood Pharmaceuticals, Inc. (IRWD) Q4 2025 Earnings Call Transcript Ironwood Pharmaceuticals Q1 2026 Earnings Preview Strong Buy at under $10: The highest Quant-rated bargain stocks right now
Amylyx Pharmaceuticals press release ( AMLX ): Q1 GAAP EPS of -$0.37 misses by $0.01 . Cash Position: Cash, cash equivalents, and short-term investments were $279.8 million at March 31, 2026, compared to $317.0 million at December 31, 2025. Based on its current operating plans, Amylyx expects a cash runway into 2028. More on Amylyx Pharmaceuticals Amylyx: LUCIDITY Trial Sets Stage For Q3 Inflectio...
Amylyx Pharmaceuticals press release ( AMLX ): Q1 GAAP EPS of -$0.37 misses by $0.01 . Cash Position: Cash, cash equivalents, and short-term investments were $279.8 million at March 31, 2026, compared to $317.0 million at December 31, 2025. Based on its current operating plans, Amylyx expects a cash runway into 2028. More on Amylyx Pharmaceuticals Amylyx: LUCIDITY Trial Sets Stage For Q3 Inflection Point Amylyx Pharmaceuticals, Inc. (AMLX) Q4 2025 Earnings Call Transcript Amylyx anticipates LUCIDITY trial results in Q3 2026 while advancing PBH market strategy Amylyx Pharmaceuticals Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Amylyx Pharmaceuticals
In this article XAU= XAG= @GC.1 @SI.1 Follow your favorite stocks CREATE FREE ACCOUNT Argor-Heraeus' CEO Robin Kolvenbach holds one kilo bars of silver and gold at the plant of refiner and bar manufacturer Argor-Heraeus in Mendrisio, Switzerland, July 13, 2022. Denis Balibouse | Reuters The rally that propelled gold and silver to record-breaking highs in 2025 could pick up again if a U.S.-Iran pea...
In this article XAU= XAG= @GC.1 @SI.1 Follow your favorite stocks CREATE FREE ACCOUNT Argor-Heraeus' CEO Robin Kolvenbach holds one kilo bars of silver and gold at the plant of refiner and bar manufacturer Argor-Heraeus in Mendrisio, Switzerland, July 13, 2022. Denis Balibouse | Reuters The rally that propelled gold and silver to record-breaking highs in 2025 could pick up again if a U.S.-Iran peace deal is reached, market watchers told CNBC as prices ticked higher on Thursday. Spot gold jumped 1.2% to $4,750 per ounce early on Thursday, amid hopes that the U.S. and Iran could be nearing a deal to bring the 69-day war to an end. Stock Chart Icon Stock chart icon Spot gold U.S. gold futures were up 1.2% to settle around $4,750.00. Meanwhile, spot silver added 3% to trade at $79.62 an ounce, and silver futures for July delivery jumped 3.9%. Stock Chart Icon Stock chart icon Spot silver Gold and silver both enjoyed record-smashing rallies in 2025, surging 66% and 135%, respectively, over the course of the year. However, they have seen much more volatile trade in 2026, with silver futures suffering their biggest single-day blow since the 1980s at the end of January and gold knocking more 10% off its January peak. Since the outbreak of the U.S.-Iran war on Feb. 28, gold's reputation as a "safe haven" asset in times of turmoil has come under pressure as some of the drivers behind its ascendance have been called into question. The potential for higher interest rates, a stronger U.S. dollar resulting from a surge in oil prices, and traders exiting positions all contributed to its recent decline, particularly as the yellow metal entered the conflict "significantly overbought", according to Ross Norman, CEO of precious metals website Metals Daily. This gave dealers a reason to take profit and for the market to consolidate as traders sold up their best-performing asset, he told CNBC. Francis Tan, chief Asia strategist at Indosuez Wealth Management, described this property as "...
Klaus Vedfelt/DigitalVision via Getty Images By the standards of the market in 2023 or so, VeriSign ( VRSN ) stock looks relatively attractive. Multiples are not terribly high: based on 2026 guidance, VRSN trades at roughly 28x forward earnings. Free cash flow multiples are a touch higher, owing to elevated capital expenditures this year around infrastructure buildout. But given market-leading ope...
Klaus Vedfelt/DigitalVision via Getty Images By the standards of the market in 2023 or so, VeriSign ( VRSN ) stock looks relatively attractive. Multiples are not terribly high: based on 2026 guidance, VRSN trades at roughly 28x forward earnings. Free cash flow multiples are a touch higher, owing to elevated capital expenditures this year around infrastructure buildout. But given market-leading operating margins and incredible return on invested capital, even high-20s multiples seem at worst reasonable and at best a hugely attractive opportunity. This has been a stock that historically investors wanted to pay up to own. But of course this isn't the 2023 market; it's the 2026 market, where the narrative of almost every stock is dominated by its potential benefit or threat from generative artificial intelligence. And in that context, the investment case for VRSN gets much more dicey. What makes the investment case for VeriSign stock difficult is that valuation at this point is only a small part of the story. Particularly at these levels, VRSN is neither cheap enough if AI is a threat, nor too expensive if it proves to be a multi-year tailwind. In other words, particularly with a quick rebound from a sell-off earlier this year, VRSN stock is a straight bet on whether VeriSign is an AI winner, or an AI loser. And the problem there is that those directions will depend not necessarily on the business that has been built in the past, but how management chooses to respond in the future. Is VeriSign A Winner From The Rise Of Generative Artificial Intelligence? From a high level, it seems possible that VeriSign could be an AI winner. In the most simple view, VeriSign is a provider of Internet infrastructure, and generative AI may well drive exponential increases in the use of that infrastructure. One model of the AI future is one in which, by one estimate, the number of DNS (Domain Name System) registrations might explode to an incredible 10 to 50 billion over the next 24 year...
“We don’t believe hikes are on the table for 2026, definitely on the table for 2027,” says Earl Davis, head of fixed income and money markets at BMO Global Asset Management. He sees the Federal Reserve being “a solid two meetings away” from dropping its easing bias and expects markets to be focused on inflation in the fourth quarter of this year. (Source: Bloomberg)
“We don’t believe hikes are on the table for 2026, definitely on the table for 2027,” says Earl Davis, head of fixed income and money markets at BMO Global Asset Management. He sees the Federal Reserve being “a solid two meetings away” from dropping its easing bias and expects markets to be focused on inflation in the fourth quarter of this year. (Source: Bloomberg)
Key PointsBrian Keith Larabee, senior vice president and general manager of Elastomeric Material Solutions at Rogers Corporation, sold 830 shares of common stock on May 1, totaling a transaction value of approximately $113,000 at around $135.91 per share.
Key PointsBrian Keith Larabee, senior vice president and general manager of Elastomeric Material Solutions at Rogers Corporation, sold 830 shares of common stock on May 1, totaling a transaction value of approximately $113,000 at around $135.91 per share.
Valvoline press release ( VVV ): Q1 Non-GAAP EPS of $0.41 beats by $0.07 . Revenue of $504M (+21.7% Y/Y) beats by $8.89M . Cash and cash equivalents balance of $85 million; total debt of $1.7 billion Year-to-date operating cash flow from continuing operations of $160 million and free cash flow of $45 million, an improvement of $57 million over the prior year More on Valvoline Valvoline: Still Has ...
Valvoline press release ( VVV ): Q1 Non-GAAP EPS of $0.41 beats by $0.07 . Revenue of $504M (+21.7% Y/Y) beats by $8.89M . Cash and cash equivalents balance of $85 million; total debt of $1.7 billion Year-to-date operating cash flow from continuing operations of $160 million and free cash flow of $45 million, an improvement of $57 million over the prior year More on Valvoline Valvoline: Still Has Decent Upsides From Here Valvoline Q1 2026 Earnings Preview Valvoline raised to Buy at Stifel as oil-driven margin compression concerns overblown Seeking Alpha’s Quant Rating on Valvoline Historical earnings data for Valvoline
McDonald's Corporation ( MCD ) rallied on Thursday after reporting first-quarter earnings results. Global comparable sales rose 3.8% in Q1 to top the +3.7% consensus estimate and were up 3.9% in both the U.S. and the international operated markets segments. During the quarter, McDonald's ( MCD ) leaned into value offerings and added the high-margin Big Arch burger to its menu. In the U.S., positiv...
McDonald's Corporation ( MCD ) rallied on Thursday after reporting first-quarter earnings results. Global comparable sales rose 3.8% in Q1 to top the +3.7% consensus estimate and were up 3.9% in both the U.S. and the international operated markets segments. During the quarter, McDonald's ( MCD ) leaned into value offerings and added the high-margin Big Arch burger to its menu. In the U.S., positive check growth primarily drove comparable sales results. In the international operated markets segment, nearly all markets reflected positive comparable sales, led by the U.K., Germany, and Australia. The international developmental licensed markets segment was led by strong comparable sales in Japan, with all geographic regions reflecting comparable sales growth. CEO Chris Kempczinski said the 6% global systemwide sales growth showed that the company executed with discipline amid a challenging environment. "And it's our commitment to going three-for-three that sets McDonald's apart. Our value leadership, breakthrough marketing, and menu innovation continue to serve up what customers want," he noted. Seeking Alpha analyst Brendan O'Boyle noted McDonald's ( MCD ) was down year-to-date into the report. "The move discounted recent weakness in the restaurant sector and coincided with the market's aggressive pivot into higher beta names, shunning international risk. However, strong headline numbers that beat consensus estimates on the top and bottom lines dispel this narrative, setting up a stock that presents value around 21.5x 2026 EPS estimates," he wrote. Shares of McDonald's ( MCD ) were up 3.3% in premarket action. Restaurant stocks such as Wendy's ( WEN ), Shake Shack ( SHAK ), Yum! Brands ( YUM ) and Restaurant Brands International ( QSR ) are also on watch. More on McDonald's McDonald's: Value Strategy Holds, But Not A Q1 Catalyst McDonald's: Fundamentally Solid With Rewarding Dividends But Almost Fully Valued McDonald's: On Track To 50,000 Stores And Dividend King Stat...
Evergy press release ( EVRG ): Q1 Non-GAAP EPS of $0.69 beats by $0.08 . Declares quarterly dividend of $0.6950 per share Announces signing of fifth large customer electric service agreement (ESA) Reaffirms 2026 Adjusted (non-GAAP) EPS guidance of $4.14 to $4.34 vs. consensus of $4.24. More on Evergy Evergy: Buy This Dividend Aristocrat In The Making Now Evergy, Inc. (EVRG) Q4 2025 Earnings Call T...
Evergy press release ( EVRG ): Q1 Non-GAAP EPS of $0.69 beats by $0.08 . Declares quarterly dividend of $0.6950 per share Announces signing of fifth large customer electric service agreement (ESA) Reaffirms 2026 Adjusted (non-GAAP) EPS guidance of $4.14 to $4.34 vs. consensus of $4.24. More on Evergy Evergy: Buy This Dividend Aristocrat In The Making Now Evergy, Inc. (EVRG) Q4 2025 Earnings Call Transcript Evergy, Inc. 2025 Q4 - Results - Earnings Call Presentation Evergy Q1 2026 Earnings Preview Utility stocks Ameren, Evergy started with Buy ratings at BTIG
Uber is evolving into a travel concierge, integrating hotel bookings, Vrbo rentals, and air taxis while adding AI features to capture the $1.1 trillion online travel booking market.
Uber is evolving into a travel concierge, integrating hotel bookings, Vrbo rentals, and air taxis while adding AI features to capture the $1.1 trillion online travel booking market.
aapsky/iStock via Getty Images Howmet Aerospace ( HWM ) reported first-quarter results that exceeded Wall Street expectations, sending its shares up 9.8% in premarket trading Thursday. The stock had already climbed 65% over the past 12 months through Wednesday’s close. Revenue of $2.31 billion was up 19% from a year earlier and above the consensus estimate of $2.24 billion. Adjusted earnings came ...
aapsky/iStock via Getty Images Howmet Aerospace ( HWM ) reported first-quarter results that exceeded Wall Street expectations, sending its shares up 9.8% in premarket trading Thursday. The stock had already climbed 65% over the past 12 months through Wednesday’s close. Revenue of $2.31 billion was up 19% from a year earlier and above the consensus estimate of $2.24 billion. Adjusted earnings came in at $1.22 a share, beating expectations of $1.11. Net income rose to $580 million, or $1.44 a share, from $344 million, or $0.84 a share, a year earlier. Profitability and cash flow show sharp improvement Margins expanded significantly during the quarter, reflecting strong demand across aerospace and gas turbine markets. Operating income rose 52% to $753 million, while adjusted earnings before interest, taxes, depreciation and amortization reached $740 million, up 32% year over year. The company’s adjusted ebitda margin increased to 32.0%, up 320 basis points from a year earlier, highlighting improved operating leverage. Cash generation was also robust, with free cash flow more than doubling to $359 million. Growth driven by aerospace and turbines Howmet ( HWM ) said growth was led by a 20% increase in commercial aerospace revenue, alongside gains in defense aerospace and a 39% jump in gas turbine markets. Within its segments, engine products remained the largest contributor, with revenue rising 29%, while fastening systems and forged wheels also posted double-digit gains. Engineered structures declined slightly due to portfolio rationalization. Guidance raised above consensus Howmet ( HWM ) lifted its full-year outlook and provided second-quarter guidance that’s ahead of Wall Street expectations. For the second quarter, the company expects revenue of about $2.40 billion at the midpoint, above the consensus estimate of $2.37 billion, and adjusted earnings of roughly $1.23 a share, compared with expectations of $1.16. For the full year, Howmet ( HWM ) forecast revenue of a...
Evolent Health press release ( EVH ): Q1 Non-GAAP EPS of -$0.02 beats by $0.03 . Revenue of $496.25M (+2.6% Y/Y) misses by $37.79M . Residential revenue of $1.56 billion in Q1 2026 (-6.5% year over year) Residential average revenue per user (ARPU)(1) $132.32 (-1.2% year over year) Convergence ARPU(2) $79.32 (+1.2% year over year) Net loss attributable to stockholders of ($2,884.1) million (($6.10)...
Evolent Health press release ( EVH ): Q1 Non-GAAP EPS of -$0.02 beats by $0.03 . Revenue of $496.25M (+2.6% Y/Y) misses by $37.79M . Residential revenue of $1.56 billion in Q1 2026 (-6.5% year over year) Residential average revenue per user (ARPU)(1) $132.32 (-1.2% year over year) Convergence ARPU(2) $79.32 (+1.2% year over year) Net loss attributable to stockholders of ($2,884.1) million (($6.10)/share on a diluted basis) in Q1 2026, includes a non-cash impairment charge of $2.7 billion related to our indefinite-lived cable franchise rights, compared to ($75.7) million (($0.16)/share on a diluted basis) in Q1 2025 Net cash flows from operating activities of $170.3 million (-9.2% year over year) in Q1 2026 Adjusted EBITDA of $789.0 million (-1.3% year over year), margin of 38.2% in Q1 2026 More on Evolent Health Evolent Health: Cheap, Levered, But Ready To Rebound Evolent Health, Inc. (EVH) Q4 2025 Earnings Call Transcript Evolent Health, Inc. 2025 Q4 - Results - Earnings Call Presentation Evolent Health Q1 2026 Earnings Preview Evolent forecasts 30% revenue growth in 2026 driven by oncology and enhanced contracts
Just_Super/E+ via Getty Images Shares of Datadog ( DDOG ) surged about 20% premarket on Thursday after first quarter results beat estimates and the company raised its full year outlook. Q1 Metrics For the first quarter ended March 31, non-GAAP EPS surged about 30% year-over-year to $0.60, while revenue jumped around 32% year-over-year to about $1B. Both top and bottom-line numbers beat estimates. ...
Just_Super/E+ via Getty Images Shares of Datadog ( DDOG ) surged about 20% premarket on Thursday after first quarter results beat estimates and the company raised its full year outlook. Q1 Metrics For the first quarter ended March 31, non-GAAP EPS surged about 30% year-over-year to $0.60, while revenue jumped around 32% year-over-year to about $1B. Both top and bottom-line numbers beat estimates. "Datadog executed to a strong quarter, with 32% year-over-year revenue growth, $335 million in operating cash flow, and $289 million in free cash flow," said Datadog's Co-Founder and CEO Olivier Pomel. "We are helping customers of all sizes and industries deploy modern, cloud-based, AI-enabled solutions." Datadog noted that as of March 31, it had about 4,550 customers with annual recurring revenue, or ARR, of $100,000 or more, an increase of 21% from about 3,770 as of March 31, 2025. Cash, cash equivalents, and marketable securities were $4.8B as of March 31. Outlook Datadog, which provides a security platform for cloud applications, expects second quarter 2026 revenue to be between $1.07B and $1.08B (midpoint at $1.075B), which is above the consensus estimate of $994.47M. The company expects non-GAAP net income per share between $0.57 and $0.59 (midpoint at $0.58) versus a $0.50 consensus. Full year 2026: The company now expects full year 2026 revenue to be between $4.30B and $4.34B (midpoint at $4.32B) versus a prior forecast of $4.06B and $4.10B (midpoint at $4.08B). The consensus revenue estimate is $4.12B. Datadog now forecasts non-GAAP net income per share to be between $2.36 and $2.44 (midpoint at $2.40) compared to a prior forecast range of $2.08 to $2.16 (midpoint at $2.12). The consensus EPS estimate is $2.18. More on Datadog Datadog: AI Complexity Turning It Into A Must-Have Platform Datadog: Essential Infrastructure For Modern Technology Stacks Datadog Is A Buy: Why The SaaSpocalypse Doesn't Apply Here Datadog beats top-line and bottom-line estimates; initiates ...
Bentley Systems press release ( BSY ): Q1 Non-GAAP EPS of $0.38 beats by $0.02 . Revenue of $424.2M (+14.5% Y/Y) beats by $4.31M . Cash flows from operating activities were $193.4 million, compared to $219.4 million for the same period last year; and Free cash flow was $187.9 million, compared to $216.4 million for the same period last year. More on Bentley Systems Bentley Systems: Positive On Q4 ...
Bentley Systems press release ( BSY ): Q1 Non-GAAP EPS of $0.38 beats by $0.02 . Revenue of $424.2M (+14.5% Y/Y) beats by $4.31M . Cash flows from operating activities were $193.4 million, compared to $219.4 million for the same period last year; and Free cash flow was $187.9 million, compared to $216.4 million for the same period last year. More on Bentley Systems Bentley Systems: Positive On Q4 Outperformance And Above-Consensus Guide Bentley Systems, Incorporated (BSY) Q4 2025 Earnings Call Transcript Bentley Systems, Incorporated 2025 Q4 - Results - Earnings Call Presentation Bentley Systems Q1 2026 Earnings Preview Bentley Systems targets 11%–13% revenue growth in 2026 while expanding AI monetization
Papa John's press release ( PZZA ): Q1 Non-GAAP EPS of $0.32 misses by $0.05 . Revenue of $478.61M (-7.7% Y/Y) misses by $6.91M . Global System-wide Restaurant Sales Decreased 3% (b) and Global Comparable Sales Decreased 4% North America Comparable Sales Decreased 6.4% and International Comparable Sales Increased 3.6%. Adjusted EBITDA (a) was $48 million compared with $50 million in the prior year...
Papa John's press release ( PZZA ): Q1 Non-GAAP EPS of $0.32 misses by $0.05 . Revenue of $478.61M (-7.7% Y/Y) misses by $6.91M . Global System-wide Restaurant Sales Decreased 3% (b) and Global Comparable Sales Decreased 4% North America Comparable Sales Decreased 6.4% and International Comparable Sales Increased 3.6%. Adjusted EBITDA (a) was $48 million compared with $50 million in the prior year first quarter.2026 Outlook The Company is reiterating its 2026 annual guidance for the following metrics: Financial Metric Current 2026 Outlook Global system-wide restaurant sales Flat to Down Low Single-Digits North America comparable sales Down (2)% to (4)% International comparable sales Up 2% to 4% North America gross openings 40 to 50 International gross openings 180 to 220 Adjusted EBITDA (as defined below) $200 million to $210 million Adjusted Depreciation and amortization (as defined below) $70 million to $75 million Interest expense (net) $35 million to $40 million GAAP effective tax rate 30% to 34% Capital expenditures $70 million to $80 million Diluted shares outstanding Approximately 33 million Click to enlarge More on Papa John's Papa John's: A Slice Of Dividend Remains Attractive And Sustainable Papa John's: Cheap Enough To Consider Despite Dividend Cut Risks Papa John's International, Inc. (PZZA) Presents at UBS Global Consumer and Retail Conference Transcript Papa John's Q1 2026 Earnings Preview RFK Jr. says he'd support banning junk food TV ads