Navigator Holdings ( NVGS ) on Thursday said that shareholder BW Group Limited plans to sell 7 million shares in a secondary public offering. Navigator Gas said it is not selling any shares and will not receive proceeds from the offering. The company added it intends to repurchase 3.5 million shares from the underwriters at the public offering price, funded with cash on hand, subject to completion...
Navigator Holdings ( NVGS ) on Thursday said that shareholder BW Group Limited plans to sell 7 million shares in a secondary public offering. Navigator Gas said it is not selling any shares and will not receive proceeds from the offering. The company added it intends to repurchase 3.5 million shares from the underwriters at the public offering price, funded with cash on hand, subject to completion of the offering and customary conditions. NVGS -5.00% after hours to $18.21. Source: Press Release More on Navigator Holdings Navigator Holdings Ltd. (NVGS) Q4 2025 Earnings Call Transcript Navigator Holdings Ltd. 2025 Q4 - Results - Earnings Call Presentation Navigator Holdings Ltd. (NVGS) Presents at Capital Link's 2026 Virtual Corporate Presentation Series - Slideshow Navigator outlines $20,970 daily breakeven for 2026 while expanding capital return and fleet renewal Navigator Holdings Non-GAAP EPS of $0.32 misses by $0.08, revenue of $152.8M beats by $16.65M
Assembly Biosciences press release ( ASMB ): FY GAAP EPS of -$0.55 beats by $3.01 . Revenue of $72.3M (+153.5% Y/Y) beats by $35.02M . Cash, cash equivalents and marketable securities were $248.1 million as of December 31, 2025, compared to $232.6 million as of September 30, 2025, and $112.1 million as of the year ended December 31, 2024. The company’s cash position is projected to fund operations...
Assembly Biosciences press release ( ASMB ): FY GAAP EPS of -$0.55 beats by $3.01 . Revenue of $72.3M (+153.5% Y/Y) beats by $35.02M . Cash, cash equivalents and marketable securities were $248.1 million as of December 31, 2025, compared to $232.6 million as of September 30, 2025, and $112.1 million as of the year ended December 31, 2024. The company’s cash position is projected to fund operations into 2028. More on Assembly Biosciences Gilead exercises license for Assembly Biosciences herpes programs Seeking Alpha’s Quant Rating on Assembly Biosciences Historical earnings data for Assembly Biosciences Financial information for Assembly Biosciences
Sloot/iStock Editorial via Getty Images Metal prices soared in 2025 and through the early part of this year. The last few weeks—marked by the war in Iran and intense cross-asset volatility—have weighed on cyclical industrial and base metals. Copper, aluminum, and lithium have all retreated from recent highs, but iron ore has been moderately resilient. It’s that commodity that’s key for Rio Tinto (...
Sloot/iStock Editorial via Getty Images Metal prices soared in 2025 and through the early part of this year. The last few weeks—marked by the war in Iran and intense cross-asset volatility—have weighed on cyclical industrial and base metals. Copper, aluminum, and lithium have all retreated from recent highs, but iron ore has been moderately resilient. It’s that commodity that’s key for Rio Tinto ( RIO ). I had a "H old" rating on shares of the now $152 billion market cap Diversified Metals and Mining industry company within the Materials sector back in June of 2023. Shares traded mostly sideways through the first half of 2025 but then took off from last June through the subsequent February. Having pulled back almost 20% in recent weeks, I see opportunity in this global cycle. I am upgrading RIO to a "B uy." I’ll note its attractive valuation and solid earnings growth trajectory and call out key price levels on the chart to monitor ahead of what’s a rather busy corporate event calendar. RIO Outperforming Global Stocks and the Materials Sector YoY Stockcharts.com Back in February, Rio Tinto reported a solid set of quarterly results. 2H25 GAAP EPS of $6.69 topped the Wall Street consensus forecast of $6.65, while revenue of $57.6 billion (up 7.4% from the same period last year) was a material $1.33 billion beat. The company tallied underlying EBITDA of $25.4 billion and operating cash flow of $16.8 billion. Shares gave back 2.6% in the session that followed, however, marking the 6 th time in the last 7 instances that RIO turned lower after reporting. Looking ahead to the July semi-annual earnings event, the options market prices in a somewhat high 6.3% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the July 29 release. The stock’s current implied volatility has risen to 36.4%, according to data from Option Research & Technology Services. Looking back on the quarter that was, Rio posted strong FY 2025 numbers, highlighted by...
Alumis press release ( ALMS ): Net loss was $243.3 million for the year ended December 31, 2025, compared to a net loss of $294.2 million for the year ended December 31, 2024. FY Revenue of $24.05M misses by $0.23M . As of December 31, 2025, Alumis had cash, cash equivalents and marketable securities of $308.5 million. More on Alumis Alumis Up On Phase 3 Envudeucitinib Success: Oral Psoriasis Ther...
Alumis press release ( ALMS ): Net loss was $243.3 million for the year ended December 31, 2025, compared to a net loss of $294.2 million for the year ended December 31, 2024. FY Revenue of $24.05M misses by $0.23M . As of December 31, 2025, Alumis had cash, cash equivalents and marketable securities of $308.5 million. More on Alumis Alumis Up On Phase 3 Envudeucitinib Success: Oral Psoriasis Therapy Shows Promise Alumis prices $300M upsized public offering Alumis surges on late-stage trial win for lead drug in plaque psoriasis Seeking Alpha’s Quant Rating on Alumis Historical earnings data for Alumis
Memory shortages. Way behind on AI. Tariff troubles. None of that seems to matter to Apple. It keeps selling tons of iPhones — bucking expectations, especially in China. iPhone sales in China surged 23% during the first nine weeks of 2026, in contrast to a 4% year-over-year decline in the entire smartphone market there, according to research firm Counterpoint . "Exactly the opposite of what everyo...
Memory shortages. Way behind on AI. Tariff troubles. None of that seems to matter to Apple. It keeps selling tons of iPhones — bucking expectations, especially in China. iPhone sales in China surged 23% during the first nine weeks of 2026, in contrast to a 4% year-over-year decline in the entire smartphone market there, according to research firm Counterpoint . "Exactly the opposite of what everyone was saying," Jim Cramer said Thursday — well, so much for the idea that Apple is losing share and failing to compete in its second-largest market. The tech giant once again proved skeptics wrong — just like it did during the holiday quarter, when Greater China revenue overall jumped 38% to $25.53 billion, exceeding estimates by roughly $4.7 billion. The iPhone had its best quarter ever in China, due to enthusiasm for the iPhone 17 lineup, record upgraders, and double-digit percentage growth from switchers. Memory According to Thursday's report from Counterpoint, Apple attracted more customers in China this year because it held the line on pricing. Chinese competitors have been forced to hike prices to mitigate their increased costs for the memory that goes into the devices. The explosion of artificial intelligence has caused a massive worldwide memory shortage. Smartphones contain memory chips that allow them to multitask and function, and storage memory for the operating system, apps, photos, and files. "Maybe this is a sign that [Apple's] better [at] managing memory costs versus competitors that have to raise prices," Jeff Marks, the Investing Club's director of portfolio analysis, said during Thursday's Morning Meeting. That was certainly the case in Apple's December quarter. We'll see what happens when Apple reports its current March quarter results in about six weeks. We see three reasons why Apple has an advantage over its rivals going forward. Strong companywide margins can help Apple absorb costs. Even a decision to take a short-term hit to hardware profits (whic...
Unusual Machines ( UMAC ) has commenced a public offering of common stock. Proceeds will be used to expand U.S. drone parts inventory. Additional funds will support working capital and general corporate purposes. UMAC shares down 4% post-market. More on Unusual Machines Unusual Machines: From Vast Opportunity To Concrete Execution (Upgrade) Unusual Machines' Drones Go Vertical Unusual Machines, In...
Unusual Machines ( UMAC ) has commenced a public offering of common stock. Proceeds will be used to expand U.S. drone parts inventory. Additional funds will support working capital and general corporate purposes. UMAC shares down 4% post-market. More on Unusual Machines Unusual Machines: From Vast Opportunity To Concrete Execution (Upgrade) Unusual Machines' Drones Go Vertical Unusual Machines, Inc. (UMAC) Q4 2025 Earnings Call Transcript Unusual Machines outlines $3B domestic drone components market opportunity following FCC action Aureus Greenway signs merger with drone startup Powerus, supported by Trump family
What Happened? Shares of memory chips maker Micron (NYSE:MU) fell 2.6% in the afternoon session after the company reported stellar quarterly results that were overshadowed by a "sell the news" reaction, an analyst downgrade, and concerns about rising future costs. Micron posted revenue of nearly $23.9 billion, almost triple the figure from the year-ago quarter, while earnings per share crushed exp...
What Happened? Shares of memory chips maker Micron (NYSE:MU) fell 2.6% in the afternoon session after the company reported stellar quarterly results that were overshadowed by a "sell the news" reaction, an analyst downgrade, and concerns about rising future costs. Micron posted revenue of nearly $23.9 billion, almost triple the figure from the year-ago quarter, while earnings per share crushed expectations. However, the stock had already rallied 335% over the previous year, suggesting investors had already factored in the good news. The sell-off was fueled by several concerns. The company raised its capital spending forecast for fiscal 2026 to over $25 billion, sparking fears about future expenses. Adding to the pressure, Summit Insights downgraded the stock to Hold from Buy, expecting its outperformance to slow down. Broader market unease also played a role, as reports of an attack on Qatar's LNG infrastructure created worries about potential disruptions to Asian manufacturing, which relies on these imports. The shares closed the day at $444.19, down 4% from previous close. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Micron? Access our full analysis report here, it’s free. What Is The Market Telling Us Micron’s shares are extremely volatile and have had 45 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 3 days ago when the stock gained 4.9% on the news that investor enthusiasm for the artificial intelligence hardware boom, fueled by key company announcements and anticipation for Nvidia's GTC 2026 conference. The sector experienced a significant uplift as the industry pivoted toward hardware-led innovation. Analysts at Frost & Sullivan have also highlighted that 2026 is expecte...
In this article FDX Follow your favorite stocks CREATE FREE ACCOUNT Rear view of FedEx delivery truck with logo parked on city street, Dogpatch Neighborhood, San Francisco, California, February 25, 2026. Smith Collection/gado | Archive Photos | Getty Images FedEx on Thursday reported strong fiscal third-quarter results that beat Wall Street's expectations. The company also raised its guidance for ...
In this article FDX Follow your favorite stocks CREATE FREE ACCOUNT Rear view of FedEx delivery truck with logo parked on city street, Dogpatch Neighborhood, San Francisco, California, February 25, 2026. Smith Collection/gado | Archive Photos | Getty Images FedEx on Thursday reported strong fiscal third-quarter results that beat Wall Street's expectations. The company also raised its guidance for fiscal 2026, projecting revenue growth of 6% to 6.5% compared with analyst estimates of up 5.6%. Here's how the company performed in the fiscal third quarter, compared with what analysts were expecting, according to LSEG: Earnings per share: $5.25 adjusted vs. $4.09 expected Revenue: $24 billion vs. $23.43 billion For the quarter, FedEx reported adjusted operating income of $1.68 billion, beating estimates of $1.39 billion. It reported net income of $1.06 billion, or $4.41 a share, up from $909 million, or $3.76 a share, a year ago. Adjusted for spin-off costs and other one-time items, FedEx reported EPS of $5.25. The company also raised its fiscal 2026 adjusted EPS expectations, now projecting earnings of $19.30 to $20.10 per share compared with previous guidance of between $17.80 and $19 a share. "Team FedEx delivered another quarter of strong financial results and excellent service for our customers, powered by disciplined operational execution, the resilience of our global network, and the accelerating impact of our advanced digital solutions," CEO Raj Subramaniam said in a statement. The company previously said it expected roughly $1 billion in cost reductions from its "Network 2.0" initiative, which is focused on optimizing efficiency of its package processes by leveraging automation and artificial intelligence. FedEx now expects those savings to exceed $1 billion. FedEx said its freight business, FedEx Freight, remains on track to be spun off into a separate publicly traded company on June 1. Choose CNBC as your preferred source on Google and never miss a moment from...
bymuratdeniz Investors face a “binary situation” as Middle East tensions continue to dominate market headlines, according to Seeking Alpha analyst Leo Nelissen . “Either the war escalates, which could create an inflation shock large enough to trigger a recession (and hurt the expensive stock market), or the war eases, and we can focus on what we saw in the first two months of the year, which is gr...
bymuratdeniz Investors face a “binary situation” as Middle East tensions continue to dominate market headlines, according to Seeking Alpha analyst Leo Nelissen . “Either the war escalates, which could create an inflation shock large enough to trigger a recession (and hurt the expensive stock market), or the war eases, and we can focus on what we saw in the first two months of the year, which is growth broadening,” he said. Nelissen noted that recent comments from U.S. leaders showed “a path to slow de-escalation,” though he cautioned, “These are green shoots at best.” Mohamed El-Erian, chief economic adviser at Allianz, offered a more cautious assessment of market sentiment. “Despite the continued escalation in the Middle East War—particularly the latest attacks on energy infrastructure by both Iran and Israel—quite a few market participants are holding on to the view that the global economy is still in a ‘mean reversion’ paradigm,” the strategist said. He warned that “we are more in the world of ‘multiple equilibrium,’ with each tipping point fueling this dynamic.” Oil prices ( CL1:COM ), ( CO1:COM ) fell after Israeli Prime Minister Benjamin Netanyahu told media that “the war may end sooner than people think,” according to wire reports. Netanyahu claimed Iran had lost the ability to enrich uranium and make ballistic missiles, adding that Israel was helping the U.S. open the Strait of Hormuz. U.S. West Texas Intermediate crude futures ( CL1:COM ) dropped 2% to around $94 per barrel, while Brent crude ( CO1:COM ) fell nearly 1% to roughly $106 per barrel. The decline followed earlier spikes after Iran struck a key LNG export facility in Qatar in retaliation for Israel attacking Iran’s South Pars gas field. Also, President Donald Trump warned that if more facilities in Qatar were attacked, the U.S. would “massively blow up the entirety of the South Pars Gas Field.” More on the oil markets Bears Cross 50% Dow Jones And U.S. Stock Market Outlook - Wall Street Gaps Down...
Seeking Alpha More on FedEx FedEx Corporation: Its Valuation Has Already Traveled Quite Too Far FedEx Corporation (FDX) Analyst/Investor Day - Slideshow FedEx Corporation (FDX) Analyst/Investor Day Transcript FedEx boosts guidance after solid holiday quarter results FedEx Non-GAAP EPS of $5.25 beats by $1.12, revenue of $24B beats by $520M
Seeking Alpha More on FedEx FedEx Corporation: Its Valuation Has Already Traveled Quite Too Far FedEx Corporation (FDX) Analyst/Investor Day - Slideshow FedEx Corporation (FDX) Analyst/Investor Day Transcript FedEx boosts guidance after solid holiday quarter results FedEx Non-GAAP EPS of $5.25 beats by $1.12, revenue of $24B beats by $520M
SGL Carbon press release ( SGLFF ): Consolidated sales revenue of €850.2M. SGL Carbon consolidated net results were -€79.2M. More on SGL Carbon Historical earnings data for SGL Carbon Financial information for SGL Carbon
SGL Carbon press release ( SGLFF ): Consolidated sales revenue of €850.2M. SGL Carbon consolidated net results were -€79.2M. More on SGL Carbon Historical earnings data for SGL Carbon Financial information for SGL Carbon
Gemini Space Station, Inc. press release ( GEMI ): Q4 Revenue of $60.34M (+39.4% Y/Y) beats by $8.64M . Outlook: More on Gemini Space Station, Inc. Gemini Space Station: Not Chasing This Crypto Turnaround Yet Gemini Space Station: Losses Outpace Scale Gemini Space Station downgraded at Citi after Bitcoin, Ethereum price target revision DeFi Development sees highest short interest among crypto firm...
Gemini Space Station, Inc. press release ( GEMI ): Q4 Revenue of $60.34M (+39.4% Y/Y) beats by $8.64M . Outlook: More on Gemini Space Station, Inc. Gemini Space Station: Not Chasing This Crypto Turnaround Yet Gemini Space Station: Losses Outpace Scale Gemini Space Station downgraded at Citi after Bitcoin, Ethereum price target revision DeFi Development sees highest short interest among crypto firms with up to $2B market cap Historical earnings data for Gemini Space Station, Inc.