Zoom Communications ( ZM ) shares snapped six straight sessions of gains on Wednesday, as the stock was 3.7% lower at $105.12. The AI-first open work platform gained nearly 20% in the preceding six sessions. So far this year, the stock has added over 22%, compared to the 7% rise in the broader S&P 500 Index ( SP500 ). ZM is up 25% over the past one month. Looking at Seeking Alpha's Quant Rating, ZM has a Hold rating with a score of 3.1 out of 5. The company received A+ in the prospect of profitability, while it received F in the growth factor. Seeking Alpha analysts are optimistic and see the stock as a Buy. Turning to the Wall Street , 16 analysts have given the stock a Buy or above rating. Ten gave the stock hold recommendation, while two gave Sell or lower rating to ZM. “Zoom's upselling strategy and robust feature development support sustained ARPC and customer growth in Large Enterprise, despite high pricing pressures. While Zoom’s market share is expected to decline due to competition and pricing, its focus on R&D ensures leadership in non-AI and AI features,” pointed out a recent Seeking Alpha analysis. More on Zoom Communications Zoom: The Transition To Large Enterprise Zoom: Potential Value Trap With Single-Digit Growth Profile - Maintain Hold Zoom: Undervalued And Underestimated - Even Without The Anthropic Stake Zoom should put itself up for sale if it fails to drive up shareholder value: Spruce Point Zoom rises after appointing former Microsoft exec as chief product officer

Royal Gold press release ( RGLD ): Q1 Non-GAAP EPS of $2.72 misses by $0.03 . Revenue of $469.1M (+142.6% Y/Y) misses by $7.25M . Royal Gold provided guidance for 2026 metal sales volumes, depreciation, depletion and amortization ("DD&A") expense and effective tax rate in March, 2026. We are currently forecasting that performance against these metrics will be within the ranges provided. 2026 Guidance Ranges Total Sales Gold (oz) 290,000–320,000 68,401 Silver (M oz) 3.0–3.5 0.9 Copper (M lb) 21.0–25.0 8.0 Other Metals ( M ) $34–$38 $16 DD&A ( M ) $339–379 $91 Effective Tax Rate 17–22% 19.5%* * Year to date effective tax rate excluding discrete tax items. Click to enlarge More on Royal Gold Royal Gold, Inc. (RGLD) Presents at Renmark Financial Communications Virtual Non-Deal Roadshow Series Transcript Royal Gold, Inc. (RGLD) Presents at Mining Forum Europe 2026 Transcript Royal Gold: No Longer A Bargain (Rating Downgrade) Royal Gold started with Buy rating at UBS on guidance delivery, volume upside Royal Gold gains after 2026 guidance, debt reduction outlook

Fortinet press release ( FTNT ): Q1 Non-GAAP EPS of $0.82 beats by $0.20 . Revenue of $1.85B (+20.1% Y/Y) beats by $120M . Product revenue grew 41% year over year to $645 millionBillings grew 31% year over year to $2.09 billion For the second quarter of 2026, Fortinet currently expects: Revenue in the range of $1.830 billion to $1.930 billion Billings in the range of $2.090 billion to $2.190 billion Non-GAAP gross margin in the range of 79.5% to 80.5% Non-GAAP operating margin in the range of 33.0% to 35.0% Diluted non-GAAP net income per share in the range of $0.72 to $0.76, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 736 million to 740 million. For the fiscal year 2026, Fortinet currently expects: Revenue in the range of $7.710 billion to $7.870 billion Service revenue in the range of $5.090 billion to $5.150 billion Billings in the range of $8.800 billion to $9.100 billion Non-GAAP gross margin in the range of 79.0% to 81.0% Non-GAAP operating margin in the range of 33.0% to 36.0% Diluted non-GAAP net income per share in the range of $3.10 to $3.16, assuming a non-GAAP effective tax rate of 18%. This assumes a diluted share count of 743 million to 749 million. Shares +17% . More on Fortinet Fortinet's Competitive Moat Is Being Tested Fortinet, Inc. (FTNT) Discusses Unified SASE Solutions and AI-Driven Security Challenges Prepared Remarks Transcript Fortinet's Edge In A Weak Cybersecurity Market Fortinet Q1 2026 Earnings Preview Identity, network and endpoint security stand least at risk to LLM disruption: Jefferies

Snap said on Wednesday its first-quarter revenue rose 12% on the back of resilient advertising spending and ‌that its number of daily active users returned to growth, ‌driven by markets outside of North America and Europe. The Snapchat parent, squeezed between dominant ​platforms such as TikTok and Meta's Instagram in a crowded social media market, has been turning to subscriptions to boost its revenue, which comes predominantly from advertising sales. Snap and artificial intelligence start-up Perplexity "amicably" ended their $400 ‌million deal in the first ⁠quarter, it said on Wednesday, around six months after announcing it.

In this article SNAP Follow your favorite stocks CREATE FREE ACCOUNT Evan Spiegel, co-founder and chief executive officer of Snap Inc., during the Axios Media Trends Live event in New York, US, on Thursday, Sept. 18, 2025. Michael Nagle | Bloomberg | Getty Images Snap shares dropped about 4% in extended trading after the company reported first-quarter earnings on Wednesday and provided cautious sales guidance while revealing it no longer has a deal with the generative AI startup Perplexity. Here is how the company did compared with Wall Street's expectations: Earnings per share : Loss of 5 cents. That figure is not comparable to analysts' estimates. Revenue : $1.53 billion vs. $1.53 billion expected, according to LSEG Global daily active users : 483 million vs. 475.6 million expected, according to StreetAccount Global average revenue per user (ARPU) : $3.17 vs. $3.20 expected, according to StreetAccount Snap's first-quarter sales rose 12% year-over-year while its net loss was $89 million, representing a narrowing of 36% from the $139.6 million it logged the previous year. The company said in an investor letter that "large advertisers in North America remained a headwind to advertising growth" in the first quarter, and while the company is "not satisfied with that outcome," it is "beginning to see encouraging signs that this part of the business is improving." Global daily active users, or DAU, rose 5% year-over-year, which the company attributed to new product updates related to its Lenses digital filters and Snap Map feature, among others. The company said in February that its global DAU declined by 3 million quarter-over-quarter due to reduced marketing spending and the impact of Australia's social media minimum age act . "In Q1, we returned to growth in daily active users, accelerated revenue growth, expanded margins, and generated strong free cash flow," Snap CEO Evan Spiegel said in a statement. Snap said second-quarter sales will be in the range of $1.52 billi...

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格隆汇5月7日｜据日经新闻报道，日本外交消息人士透露，美国财长贝森特将于下周一启程前往日本，进行为期三天的访问。期间，他将与包括首相高市早苗在内的日本高层官员会面，讨论诸如遏制投机性抛售日元等议题。据两国官员透露，贝森特将于下周二分别与日本首相高市早苗、日本财务大臣片山皋月和日本央行行长植田和男进行会谈。会谈内容不仅涉及货币问题，还将涵盖诸如稀土和能源采购等经济安全议题。伊朗战争的相关情况也可能被提及。

Castle Biosciences press release ( CSTL ): Q1 Non-GAAP EPS of -$0.49 in-line. Revenue of $83.7M (-4.9% Y/Y) beats by $4.47M . Gross margin was 73%, and Adjusted Gross Margin was 76%, compared to 49% and 81%, respectively, for the same periods in 2025. Affecting first quarter 2025 gross margin was the one-time adjustment of an acceleration of amortization expense of approximately $20.1 million.Net cash used in operations was $22.1 million, compared to net cash used in operations of $6.0 million for the same period in 2025. First quarter 2026 cash use reflects payout of employee annual cash bonuses as well as certain health care benefit payments, totaling $28.8 million, that are not expected to recur during the remainder of 2026.Net loss, which includes non-cash stock-based compensation expense of $9.8 million, was $14.5 million, compared to net loss of $25.8 million for the same period in 2025. More on Castle Biosciences Castle Biosciences: Buying The Remaining DecisionDx-Melanoma Upside Castle Biosciences, Inc. (CSTL) Discusses Clinical Utility and Evidence Supporting DecisionDx Melanoma Test and DECIDE Study Transcript Castle Biosciences, Inc. (CSTL) Discusses Clinical Utility and Evidence Supporting DecisionDx Melanoma Test and DECIDE Study - Slideshow Castle Biosciences Q1 2026 Earnings Preview Castle Biosciences outlines 2026 revenue target of $340M-$350M as AdvanceAD-Tx launch supports growth strategy

Earnings Call Insights: Flotek Industries (FTK) Q1 2026 Management View CEO Ryan Ezell said Flotek is continuing its shift to a “Data as a Service business model,” adding that “Flotek's Data Analytics segment grew exponentially, while our differentiated chemistry segment outpaced the market in a challenging environment.” CEO Ezell highlighted mix and profitability changes, stating: “Company total revenue grew 27% as compared to the first quarter of 2025, highlighted by 295% growth in data analytics,” and “Data Analytics accounted for 50% of the company gross profit versus 8% in the prior year quarter.” CEO Ezell said the company’s 2026 outlook reflects a continuation of its multi-year trajectory: “2026 guidance builds upon a multi-year trend of revenue and profitability growth.” CFO J. Clement said Q1 was the “highest quarter of total revenue since the fourth quarter of 2017,” and noted “the second consecutive quarter in which our Data Analytics segment surpassed $10 million in revenue.” CFO Clement described segment drivers and mix, saying related-party revenue “increased $21 million or approximately 70% compared to the year ago quarter,” including “roughly $14 million” from chemistry and “approximately $7 million” from the Power Tech lease agreement. Outlook CFO J. Clement guided full-year 2026 total revenue to “a range of $270 million to $290 million” and adjusted EBITDA to “a range of $36 million to $41 million.” CFO Clement updated tax-rate expectations: “we now anticipate our effective tax rate to be in the range of 23% to 26% going forward, the vast majority of which will be noncash.” CFO Clement discussed the disaster recovery Power Services contract contribution: “we currently expect 2026 revenues from this contract to total approximately $12 million before consideration of the contract extension.” Compared with the prior quarter’s framing around power services, Q1 commentary added timing specificity, with CEO Ryan Ezell stating for the utilities disaster r...

Snap press release ( SNAP ): Q1 GAAP EPS of -$0.05 beats by $0.02 . Revenue of $1.53B (+12.5% Y/Y) in-line. The Snapchat community continues to grow, reaching 956 million global monthly active users (MAU) in Q1, an increase of 43 million or 5% year-over-year and Global Daily Active Users (DAU) grew to 483 million or 5% year-over-year. Shares -4% . More on Snap Snap: Cutting The Bloat Snap: Underwriting Tail Risk For A 21% Yield Ahead Of An Inevitable Restructuring Snapchat: Activist Calls For 'Year Of Efficiency' (Rating Upgrade) Snap Q1 earnings preview: Street sees growth amid restructuring push Manitoba plans social media, AI chatbot ban for young people

Ilija Erceg/iStock via Getty Images Investment Thesis I reiterate my optimistic view on hard assets and especially on agricultural commodities. This article is part of my weekly series started on January 6, where I bring valuable insights about hard assets. In this edition, my intention is

Flutter Entertainment press release ( FLUT ): Q1 Non-GAAP EPS of $1.22 beats by $0.13 . Revenue of $4.30B (+17.2% Y/Y) beats by $60M . Our updated outlook for 2026 now includes the following midpoints: Updated 2026 guidance Previous guidance Low Midpoint High Midpoint Group revenue $17.655bn $18.305bn $18.955bn $18.4bn Group adjusted EBITDA $2.54bn $2.865bn $3.19bn $2.97bn US new states adjusted EBITDA Approximately $(105)m $(70)m FanDuel Predicts adjusted EBITDA Approximately $(300)m $(275)m US total revenue $7.395bn $7.795bn $8.195bn $7.8bn US total adjusted EBITDA $0.77bn $0.97bn $1.17bn $1.05bn International revenue $10.26bn $10.51bn $10.76bn $10.6bn International adjusted EBITDA $2.08bn $2.205bn $2.33bn $2.23bn Unallocated corporate overhead Approximately $(310)m $(310)m Interest expense, net Approximately $(640)m $(610)m Depreciation and amortization excl. acquired intangibles Approximately $(750)m $(750)m Capital expenditure 17 Approximately $(855)m $(855)m Share repurchases Approximately $(250)m (H1 specific) $(250)m Click to enlarge More on Flutter Entertainment Flutter Entertainment: The Sell-Off Overstates The Risks Of This Hard To Disrupt Business Flutter Entertainment plc (PDYPY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Flutter Entertainment plc (PDYPY) Q4 2025 Earnings Call Transcript Flutter Entertainment Q1 2026 Earnings Preview Kentucky Derby: An investor's guide to potential winners and losers

DoorDash Inc. gave a forecast for order value in the current period that topped analyst estimates, signaling continued customer growth for the food-delivery company. Gross order value will be $32.4 billion to $33.4 billion in the quarter ending in June, DoorDash said Wednesday in a statement . Analysts, on average, projected about $32.3 billion, according to data compiled by Bloomberg. DoorDash, which runs the largest food delivery app in the US, sees second-quarter adjusted earnings before interest, taxes, depreciation, and amortization of $770 million to $870 million, the midpoint of which is just shy of the average estimate. The company cited a cost of $50-million-plus to provide gas subsidies to its couriers in the period due to the fallout from the war in Iran war. The shares rose about 10% in extended trading after closing at $167.97 in New York. The stock has declined 26% this year. In the first quarter, DoorDash reported 933 million total orders. Analysts, on average, estimated 942.2 million, marking the first time the company has missed expectations on the metric since it went public in 2020. Gross value of those orders, which includes taxes, tips and fees, however, surpassed expectations. DoorDash said demand trends remained healthy at the start of the year. In the US, it saw year-over-year growth in new consumers ordering takeout, and an increase in order rates by its more mature customers. DoorDash’s mixed report could raise investor concerns about underlying consumer demand for delivery. The company is working on long-term bets that may now become more critical, including international expansion, autonomous delivery bots and new delivery categories related to apparel and car parts.

Earnings Call Insights: Taysha Gene Therapies (TSHA) Q1 2026 Management View CEO Sean Nolan said the company “reaffirmed alignment on the planned pathway toward a BLA submission for TSHA-102,” including “the potential to submit for approval based on a 6-month interim analysis from the REVEAL pivotal trial.” Nolan said the FDA “endorsed our proposed Process Performance Qualification or PPQ campaign strategy” and added, “we initiated the BLA-enabling PPQ campaign…in April, and we expect to complete execution by the fourth quarter of this year,” while stating, “we are confident that our CMC activities are on track to support our BLA submission in step with the pivotal data readout.” On safety and execution, Nolan said TSHA-102 “continue[s] to be generally well tolerated with no treatment-related serious adverse events or dose-limiting toxicities observed…as of the May 2026 data cutoff,” and added, “we remain on track to complete dosing in both trials this quarter.” CFO Kamran Alam said, “Net loss for the 3 months ended March 31, 2026 was $42.4 million or $0.12 per share,” and added, “As of March 31, 2026, Taysha had $276.6 million in cash and cash equivalents…sufficient to fund planned operating expenses into 2028.” President and Head of R&D Sukumar Nagendran said intrathecal delivery is “strongly preferred by clinicians and caregivers,” and added that new preclinical data showed “30-fold higher transduction efficiency,” while concluding, “Our focus remains on clinical execution and data generation…to complete dosing in our REVEAL pivotal and ASPIRE trials and report long-term data…this quarter.” Outlook Nolan described the FDA discussion as scenario-based: “our preferred scenario would be a full approval at 6 months’ worth of data,” while adding that the agency’s view was, “ultimately, this is going to come down to the totality of the evidence,” and “we are open to it and we will review that in due course.” Nolan said an alternative path if 12 months are requested wou...

Earnings Call Insights: Select Water Solutions (WTTR) Q1 2026 Management View “The first quarter of 2026 was a strong start to the year for Select,” and “we executed within or ahead of our expectations across all parts of our business,” with “new contracts” added and positioning for “a strong rest of the year,” according to President, CEO & Chairman John Schmitz. Schmitz highlighted sequential gains vs. Q4 2025: “we increased revenue by $19.5 million, increased adjusted EBITDA by $13.5 million and increased net income by $11.5 million,” while adding that Water Infrastructure “meaningfully outpac[ed] our guidance for the period.” On Water Infrastructure performance and scale, Schmitz said segment revenue rose “19% relative to the fourth quarter of 2025,” gross margins before D&A increased “to 56%,” and “consolidated gross margins before D&A” were “above 30% for the first time.” He also reported “approximately 1.4 million barrels per day of produced water” managed in the quarter and “a record quarterly segment revenue of approximately $97 million.” Schmitz emphasized contracting momentum: “since the start of the first quarter of 2026, we have added 3 new MVCs, 2 additional acreage dedications, 2 new ROFR dedications and 8 new interruptible agreements” across multiple regions. On portfolio expansion, Schmitz said Select “closed on multiple acquisitions in the Northern Delaware Basin,” adding “approximately 4,000 acres of surface and minerals, 30,000 barrels per day of disposal capacity, 1,800 acre feet of annual water rights and 500,000 barrels of storage across Texas and New Mexico.” Executive VP & CFO Chris George said Q1 included “a successful equity offering, enhancing the company's liquidity and balance sheet flexibility,” alongside “record consolidated gross margins before D&A” and “record Water Infrastructure revenue.” Outlook George raised Water Infrastructure’s full-year growth outlook: “we are increasing our full year guidance to 25% to 30% year-over-year gro...

Root ( NYSE: ROOT ) on Wednesday said it has refinanced its debt with a new $200 million senior secured term loan and authorized a share repurchase program of up to $75 million. The new loan, led by The Huntington National Bank, matures in May 2029 and replaces an existing $200 million facility with BlackRock, lowering borrowing costs by 225 basis points, the company said. Root expects the refinancing to reduce annual interest expense by about $4.5 million. Separately, the company said its board-approved buyback program has no fixed expiration date and may be modified or discontinued at any time. Source: Press Release More on Root Root: Growing But Volatile Auto Insurtech Play Root Q1 2026 Earnings Preview Small-cap financial stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Root

Key PointsDisney delivered sales and profits that exceeded its forecast and Wall Street's expectations.

In this article DASH Follow your favorite stocks CREATE FREE ACCOUNT Avishek Das | Lightrocket | Getty Images DoorDash reported mixed first-quarter results after the bell on Wednesday as it pours more money into new technology and features. Shares popped 10% following the report. Here's how the company did versus LSEG estimates: Earnings per share: 42 cents vs. 36 cents expected Revenue : $4.04 billion vs. $4.14 billion expected Revenue rose 33% from $3.03 billion a year ago, while total orders jumped 27% to $933 million, but came up short of the $954 million estimate from analysts. Net income during the period declined to $184 million, or 42 cents per share, from $193 million, or 44 cents per share, last year. The food delivery giant is spending big on new features and services as it builds out a single-platform tech stack that integrates its recent global acquisitions. It's also shelling out billions to expand its global footprint, enhance artificial intelligence capabilities, and maintain a competitive edge against rivals such as Uber Eats. "We expect these efforts will allow us to invest more efficiently, operate more effectively, and drive higher levels of growth in the communities we serve," DoorDash said in a press release on Wednesday. Read more CNBC tech news Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI Apple's R&D investments top 10% of sales as AI race creates 'sense of urgency' Samsung crosses $1 trillion valuation as AI frenzy drives historic rally, lifting shares over 15% OpenAI trial: Brockman rebuts Musk's take on startup's history, recounts secret work for Tesla DoorDash's recent big-ticket purchases include restaurant reservation platform SevenRooms and British delivery company Deliveroo . Last year, DoorDash also launched an autonomous robot as it scales delivery optionality. Investors previously challenged the company's aggressive spending initiatives , worrying that new tech investments would take time ...

Beyond Meat press release ( BYND ): Q1 Non-GAAP EPS of -$0.10 in-line. Revenue of $58.21M (-15.3% Y/Y) in-line. Second Quarter 2026 Outlook The Company continues to experience an elevated level of uncertainty and volatility within its operating environment, which has, and may continue to have, unforeseen impacts on the Company’s actual realized results. In light of this uncertainty, the Company is limiting its outlook to the following: In the second quarter of 2026, net revenues are expected to be approximately $60 million to $65 million vs consensus of $67.94M. Shares -9% AH. More on Beyond Meat Beyond Meat: Highly Risky Business With Near-Zero Gross Margins Beyond Meat: Sales Struggles Continue Beyond Meat, Inc. (BYND) Q4 2025 Earnings Call Transcript Beyond Meat Q1 2026 Earnings Preview Beyond Meat adds new breakfast sausage products to its lineup

Zevra Therapeutics, Inc. press release ( ZVRA ): Q1 GAAP EPS of $0.60 beats by $0.52 . Revenue of $36.2M (+77.5% Y/Y) beats by $4.24M . R&D expense was $4.4 million for Q1 2026, which was an increase of $1.1 million compared to $3.3 million for Q1 2025 due primarily to an increase in third-party costs incurred and professional fees. SG&A expense was $20.8 million for Q1 2026, which was an increase of $1.2 million compared to $19.5 million for Q1 2025, due primarily to an increase in professional fees, partially offset by a decrease in third party spending. More on Zevra Therapeutics, Inc. Zevra Therapeutics: Miplyffa Uptake Validates Rare Disease Commercial Model Zevra Therapeutics, Inc. (ZVRA) Q4 2025 Earnings Call Transcript Zevra Therapeutics, Inc. Q1 2026 Earnings Preview Zevra jumps 19% after Q4 EPS tops consensus estimates Seeking Alpha’s Quant Rating on Zevra Therapeutics, Inc.