SewcreamStudio Medical Properties Trust ( MPT ) said on Tuesday it's aware that principals of tenant Healthcare Systems of America (HSA) are engaged in litigation in which MPT isn't involved. Separately, it sent certain ordinary course legal notices to HSA that are intended to protect MPT's legal interests. "We do not expect this situation to impact rent collections moving forward, and, in fact, H...
SewcreamStudio Medical Properties Trust ( MPT ) said on Tuesday it's aware that principals of tenant Healthcare Systems of America (HSA) are engaged in litigation in which MPT isn't involved. Separately, it sent certain ordinary course legal notices to HSA that are intended to protect MPT's legal interests. "We do not expect this situation to impact rent collections moving forward, and, in fact, HSA is fully current on rent owed," Medical Properties said. Furthermore, the REIT said it's encouraged by steps being taken at facilities that HSA is operating. Medical Properties ( MPT ) stock edged up 0.2% in after-hours trading. More on Medical Properties Trust Medical Properties Trust: 2 Reasons Not To Follow The Short Sellers Medical Properties Trust: The Bear Case Is Getting Dangerous As Cash Flow Turns Up Fast Medical Properties Trust: Recent Improvements, 12.5% Dividend Hike, And Buybacks Are Signs Of Life (Rating Upgrade) Mid-Cap real estate stocks ranked by quant ratings after earnings season Most and least shorted REIT stocks with over $2B market cap
JHVEPhoto Oracle ( ORCL ) shares rose 7.5% in extended trading on Tuesday after the IT giant reported fiscal third-quarter results and guidance that topped Wall Street's estimates and provided an update on its capital spending plans. For the period ending Feb. 28, Oracle said it earned an adjusted $1.79 per share as revenue rose 22% year-over-year to $17.19. Analysts had expected adjusted earnings...
JHVEPhoto Oracle ( ORCL ) shares rose 7.5% in extended trading on Tuesday after the IT giant reported fiscal third-quarter results and guidance that topped Wall Street's estimates and provided an update on its capital spending plans. For the period ending Feb. 28, Oracle said it earned an adjusted $1.79 per share as revenue rose 22% year-over-year to $17.19. Analysts had expected adjusted earnings of $1.70 per share on $16.89B in revenue. Cloud revenue (which includes infrastructure and applications) came in at $8.9B, up 44% year-over-year, and above the $8.84B estimate. Infrastructure revenue soared 84% (in constant currency) year-over-year to $4.9B, while application revenue rose 11% year-over-year to $4B. Oracle also said that Fusion Cloud ERP revenue rose xx% to $1.1B. Total remaining performance obligations soared 325% during the period to $553B. Looking to the fourth-quarter of fiscal 2026, Oracle said it expects revenue to grow between 18% and 20% in constant currency and 19% to 21% in U.S. dollars, translating to a range of $18.93B to $19.24B. Analysts were expecting $19.11B in revenue for the coming quarter. Cloud revenue is expected to grow between 44% and 48% in constant currency and is expected to grow between 46% and 50% in U.S. dollars. Adjusted earnings are expected to be between $1.92 and $1.96 per share, above the $1.93 per share estimate. Oracle also said it expects fiscal 2027 revenue to be $90B, up from its previous guidance. In addition to the results, Oracle said it has already raised $30B of the $50B it said it needed in February via the debt and equity markets. The $30B has come from investment-grade bonds and mandatory convertible preferred stock “with a record order book that was substantially oversubscribed.” The company has not yet tapped the equity markets for the financing. The company will host a conference call at 5 p.m. EST to discuss the results. More on Oracle Oracle: Trust The Math (Rating Downgrade) Buy Oracle's 'Bubble Fears' Be...
Xponential Fitness ( XPOF ) announced that chief financial officer John Meloun separated from the company effective March 9, 2026. The company appointed Robert Julian as interim CFO, effective March 16, 2026. Julian previously served as CFO at TheRealReal ( REAL ), Callaway Golf Company, and Sportsman's Warehouse Holdings ( SPWH ). More on Xponential Fitness Xponential Fitness: Franchisee Health I...
Xponential Fitness ( XPOF ) announced that chief financial officer John Meloun separated from the company effective March 9, 2026. The company appointed Robert Julian as interim CFO, effective March 16, 2026. Julian previously served as CFO at TheRealReal ( REAL ), Callaway Golf Company, and Sportsman's Warehouse Holdings ( SPWH ). More on Xponential Fitness Xponential Fitness: Franchisee Health Is At Question (Rating Downgrade) Xponential Fitness, Inc. (XPOF) Q4 2025 Earnings Call Transcript Xponential Fitness, Inc. 2025 Q4 - Results - Earnings Call Presentation Voss Capital urges sale of Xponential Fitness to private investors Xponential Fitness slips further into the red, agrees to settle with FTC for $17M
Evolv Technologies press release ( EVLV ): Q4 Non-GAAP EPS of -$0.03 misses by $0.01 . Revenue of $38.5M beats by $2.06M . Q4'25 Ending ARR 1 of $120.5 million, up 21% year-over-year Q4'25 Net Income of $10.9 million, with Net Profit Margin of 28% Q4'25 Adjusted EBITDA 2 of $1.8 million, with Adjusted EBITDA Margin 2 of 5% Q4'25 Ending Cash, Cash Equivalents and Marketable Securities of $69.0 mill...
Evolv Technologies press release ( EVLV ): Q4 Non-GAAP EPS of -$0.03 misses by $0.01 . Revenue of $38.5M beats by $2.06M . Q4'25 Ending ARR 1 of $120.5 million, up 21% year-over-year Q4'25 Net Income of $10.9 million, with Net Profit Margin of 28% Q4'25 Adjusted EBITDA 2 of $1.8 million, with Adjusted EBITDA Margin 2 of 5% Q4'25 Ending Cash, Cash Equivalents and Marketable Securities of $69.0 million, up $12.8 million sequentially More on Evolv Technologies Evolv Technology Holdings: The Rollercoaster Ride Continues Evolv Technologies Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Evolv Technologies Historical earnings data for Evolv Technologies Financial information for Evolv Technologies
Oracle Corp. posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is turning its massive AI bookings into revenue. Sales in the company’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement . That marked a faster increase than the 79...
Oracle Corp. posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is turning its massive AI bookings into revenue. Sales in the company’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement . That marked a faster increase than the 79% anticipated by analysts and compared with a 68% revenue rise in the previous quarter. Oracle is working to deliver on massive cloud infrastructure contracts with customers like OpenAI and Meta Platforms Inc. Known for its namesake database software, the company’s cloud business has found major success by providing chip-filled data centers and other equipment for training and deploying AI models. Remaining performance obligation, a measure of bookings, were $553 billion, compared with the $523 billion reported in the prior quarter. Oracle said total revenue would reach $90 billion in the fiscal year beginning in June. Analysts, on average, estimated $86.7 billion. The shares increased about 7% in extended trading after closing at $149.40 in New York. The stock has lost more than 50% of its value from a September peak as Wall Street has grown worried about the costs and logistics associated with the massive build-out. Capital expenditures, a metric of data center spending, were about $18.6 billion in the quarter, higher than the $14 billion anticipated by analysts.
Noveris Health Sciences (CSE: NVRS) (FSE: 0NF0) ( OTC: MYCOF ) on Tuesday said that Joshua Bartch has resigned as Director, President and CEO of the company. The company appointed Jason Birmingham, its Chief Strategy Officer since February 2, 2026, to assume the three roles previously held by Bartch. Noveris thanked Bartch for his service and wished him well in his future endeavors. MYCOF closed -...
Noveris Health Sciences (CSE: NVRS) (FSE: 0NF0) ( OTC: MYCOF ) on Tuesday said that Joshua Bartch has resigned as Director, President and CEO of the company. The company appointed Jason Birmingham, its Chief Strategy Officer since February 2, 2026, to assume the three roles previously held by Bartch. Noveris thanked Bartch for his service and wished him well in his future endeavors. MYCOF closed -40.05% at $0.1308. Source: Press Release More on Mydecine Innovations Group Financial information for Mydecine Innovations Group
Dallas, Texas, March 10, 2026 (GLOBE NEWSWIRE) -- Valhi, Inc. (NYSE: VHI) reported a net loss attributable to Valhi stockholders of $53.2 million, or $1.86 per share, in the fourth quarter of 2025 compared to net income of $22.8 million, or $.80 per share, in the fourth quarter of 2024. For the full year of 2025, Valhi reported a net loss attributable to Valhi stockholders of $57.6 million, or $2....
Dallas, Texas, March 10, 2026 (GLOBE NEWSWIRE) -- Valhi, Inc. (NYSE: VHI) reported a net loss attributable to Valhi stockholders of $53.2 million, or $1.86 per share, in the fourth quarter of 2025 compared to net income of $22.8 million, or $.80 per share, in the fourth quarter of 2024. For the full year of 2025, Valhi reported a net loss attributable to Valhi stockholders of $57.6 million, or $2.02 per share, compared to net income of $108.0 million, or $3.79 per share, for the full year of 2024. Net income attributable to Valhi stockholders decreased in the fourth quarter and full year of 2025 as compared to the same periods in 2024 primarily due to lower operating results from the Chemicals Segment. Net loss attributable to Valhi stockholders in the fourth quarter of 2025 includes a non-cash deferred income tax expense of $8.5 million related to the recognition of a valuation allowance on our Chemicals Segment’s German interest deduction limitation deferred tax asset ($5.6 million, or $.20 per share, net of noncontrolling interest) and for the full year of 2025 includes the recognition of a non-cash deferred income tax expense of $19.3 million to reduce the Chemicals Segment’s net German deferred tax asset as a result of the German tax rate reduction in the third quarter ($12.8 million, or $.45 per share, net of noncontrolling interest). Net income attributable to Valhi stockholders in the fourth quarter of 2024 includes aggregate income of $31.4 million ($20.6 million, or $.72 per share, net of tax and noncontrolling interest) related to the settlement of a liability for an environmental remediation site.
Interest income increased to $422.7 million for 2025, a 16% increase from prior year New contract purchases of $1.638 billion for the full year 2025 Net income of $19.3 million, or $0.80 per diluted share for 2025 LAS VEGAS, NV, March 10, 2026 (GLOBE NEWSWIRE) -- Consumer Portfolio Services, Inc. (Nasdaq: CPSS) (“CPS” or the “Company”) today announced earnings of $5.0 million, or $0.21 per diluted...
Interest income increased to $422.7 million for 2025, a 16% increase from prior year New contract purchases of $1.638 billion for the full year 2025 Net income of $19.3 million, or $0.80 per diluted share for 2025 LAS VEGAS, NV, March 10, 2026 (GLOBE NEWSWIRE) -- Consumer Portfolio Services, Inc. (Nasdaq: CPSS) (“CPS” or the “Company”) today announced earnings of $5.0 million, or $0.21 per diluted share, for its fourth quarter ended December 31, 2025. Total revenues for the fourth quarter of 2025 were $109.4 million, an increase of $4.1 million, or 3.9%, compared to $105.3 million for the fourth quarter of 2024. Total operating expenses for the fourth quarter of 2025 were $102.2 million compared to $98.0 million for the 2024 period. Pretax income for the fourth quarter of 2025 was $7.2 million, compared to $7.4 million in the fourth quarter of 2024. For the twelve months ended December 31, 2025, total revenues were $434.5 million, an increase of approximately $41.0 million, or 10.4% compared to $393.5 million for the twelve months ended December 31, 2024. The $41.0 million increase in total revenue was attributable to a $58.7 million increase in interest income, offset by lower marks on the receivables measured at fair value in the current year when compared to the prior year. Total operating expenses for the twelve months ended December 31, 2025, were $406.5 million, compared to $366.1 million for the twelve months ended December 31, 2024. Pretax income for the twelve months ended December 31, 2025, was $28.0 million, compared to $27.4 million for the twelve months ended December 31, 2024. Net income for the twelve months ended December 31, 2025, increased to $19.3 million from $19.2 million for the twelve months ended December 31, 2024. For the twelve months ended, CPS purchased $1.638 billion of new contracts compared to $1.682 billion during the same period in 2024. The Company's receivables totaled $3.779 billion as of December 31, 2025, an increase from $3.760...
BNC First Day Program Revenue Increases 32.1% Net Income of $6.7 Million and Adjusted EBITDA of $23.6 Million Company to Commence Dividend Program in First Quarter of Fiscal 2027 Virtual Investor Day Scheduled for June 25, 2026 FLORHAM PARK, N.J., March 10, 2026 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED), (“Barnes & Noble Education,” “BNED,” “the Company,” “we,” “us,” “our”), ...
BNC First Day Program Revenue Increases 32.1% Net Income of $6.7 Million and Adjusted EBITDA of $23.6 Million Company to Commence Dividend Program in First Quarter of Fiscal 2027 Virtual Investor Day Scheduled for June 25, 2026 FLORHAM PARK, N.J., March 10, 2026 (GLOBE NEWSWIRE) -- Barnes & Noble Education, Inc. (NYSE: BNED), (“Barnes & Noble Education,” “BNED,” “the Company,” “we,” “us,” “our”), a leading solutions provider for the education industry, today reported financial results for the fiscal third quarter ended January 31, 2026. Virtual Investor Day Barnes & Noble Education has scheduled a virtual investor day for June 25, 2026. Management will provide an overview of the Company’s strategy, the growing opportunity surrounding the BNC First Day program, and the Company’s financial outlook. Additional details, including registration information, will be provided in the coming weeks. Fiscal Third Quarter 2026 Financial Results Revenue for the fiscal third quarter of 2026 was $515.1 million, an increase of 11.3% compared to $462.8 million for the third quarter of fiscal 2025. Gross Comparable Store Sales increased by $33.8 million, or 7.2%, year-over-year. Revenues from BNC First Day programs increased by $71.3 million, or 32.1%, year-over-year, to $293.6 million, as First Day® Complete continues to see strong growth in institutional adoption. A total of 237 campus stores utilized First Day Complete in the spring 2026 academic term with a total enrollment of approximately 1.25 million undergraduate and graduate students,1 up from 957,000 undergraduate and graduate students in the prior year. Net income for the fiscal third quarter of 2026 was $6.7 million compared to net income of $17.9 million in the prior year. The year-over-year decline in net income primarily reflects the absence of a one-time non-cash $7.6 million restructuring gain and a $4.1 million tax benefit recognized in the prior period. Adjusted EBITDA for the fiscal third quarter of 2026 was $23.6 ...
In trading on Thursday, shares of Cosan SA (Symbol: CSAN) crossed above their 200 day moving average of $12.97, changing hands as high as $13.27 per share. Cosan SA shares are currently trading up about 3.2% on the day. The chart below shows the one year performance of CSAN shares, versus its 200 day moving average: Looking at the chart above, CSAN's low point in its 52 week range is $10.13 per sh...
In trading on Thursday, shares of Cosan SA (Symbol: CSAN) crossed above their 200 day moving average of $12.97, changing hands as high as $13.27 per share. Cosan SA shares are currently trading up about 3.2% on the day. The chart below shows the one year performance of CSAN shares, versus its 200 day moving average: Looking at the chart above, CSAN's low point in its 52 week range is $10.13 per share, with $18.60 as the 52 week high point — that compares with a last trade of $13.19. Click here to find out which 9 other energy stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
loanDepot press release ( LDI ): Q4 GAAP EPS of -$0.10 misses by $0.06 . Revenue of $310.26M (+20.7% Y/Y) misses by $25.19M . Outlook for the first quarter of 2026 Origination volume of between $6.75 billion and $7.75 billion. Pull-through weighted rate lock volume of between $7.75 billion and $8.75 billion. Pull-through weighted gain on sale margin of between 270 basis points and 300 basis points...
loanDepot press release ( LDI ): Q4 GAAP EPS of -$0.10 misses by $0.06 . Revenue of $310.26M (+20.7% Y/Y) misses by $25.19M . Outlook for the first quarter of 2026 Origination volume of between $6.75 billion and $7.75 billion. Pull-through weighted rate lock volume of between $7.75 billion and $8.75 billion. Pull-through weighted gain on sale margin of between 270 basis points and 300 basis points. Shares -4.26% AH. More on loanDepot loanDepot: One Winner From Mortgage-Spread Compression loanDepot: A 'Buy' With External And Internal Tailwinds (Rating Upgrade) loanDepot Q4 2025 Earnings Preview loanDepot launches new wholesale lending channel Seeking Alpha’s Quant Rating on loanDepot
Kodiak AI, Inc. press release ( KDK ): Q4 GAAP EPS of -$0.42 misses by $0.25 . Revenue of $1.1M (-92.0% Y/Y) beats by $0.21M . More on Kodiak AI, Inc. Kodiak AI: Competition And Dilution Risk Undermine The Bull Case Kodiak AI joins hands with Bosch for autonomous trucking hardware Seeking Alpha’s Quant Rating on Kodiak AI, Inc. Historical earnings data for Kodiak AI, Inc. Financial information for...
Kodiak AI, Inc. press release ( KDK ): Q4 GAAP EPS of -$0.42 misses by $0.25 . Revenue of $1.1M (-92.0% Y/Y) beats by $0.21M . More on Kodiak AI, Inc. Kodiak AI: Competition And Dilution Risk Undermine The Bull Case Kodiak AI joins hands with Bosch for autonomous trucking hardware Seeking Alpha’s Quant Rating on Kodiak AI, Inc. Historical earnings data for Kodiak AI, Inc. Financial information for Kodiak AI, Inc.
Traders see the February consumer inflation report as a major inflection point for their Federal Reserve outlooks and the direction of the market in a year marked by the Iran conflict and artificial intelligence disruption fears. Economists polled by Dow Jones expect the consumer price index rose 0.3% month over month and 2.4% year on year. Excluding volatile food and energy, they see CPI expanded...
Traders see the February consumer inflation report as a major inflection point for their Federal Reserve outlooks and the direction of the market in a year marked by the Iran conflict and artificial intelligence disruption fears. Economists polled by Dow Jones expect the consumer price index rose 0.3% month over month and 2.4% year on year. Excluding volatile food and energy, they see CPI expanded by 0.2% month over month and 2.5% year on year. Ohsung Kwon of Wells Fargo wrote on Tuesday that the February jobs report — where payrolls fell by 92,000 instead of the expected increase of 50,000 — only raises the stakes for CPI. "The weak NFP print last week puts more pressure on incremental macro data. In our view, even with potential de-escalation of war against Iran, the S & P 500 will be capped at 7,000 until either 1) the Fed turns more dovish, or 2) growth reaccelerates," he said in a note. Trading a cooler CPI number Malcolm Ethridge of the Capital Area Planning expects CPI to come in below estimates, but expects that to have a negative impact on market sentiment. "We keep seeing where good news is bad news, the market keeps finding ways to turn good news into bad news," said Ethridge. He added that he is buying software stocks into the print and would see another move to the downside as a buyable dip. The iShares Expanded Tech-Software Sector ETF (IGV) is more than 26% off its September record high on AI disruption concerns. IGV 1Y mountain IGV 1-yr chart "The question I keep getting from clients, 'is it too late to buy software?' The answer is obviously not because a lot of the stocks we are talking about sold off 40% to 50%, said Ethridge. "If we get another dip in anticipation of CPI or because of CPI, I would be putting capital to work." Doug Boneparth of Bone Fide Wealth is advising clients to be cautious on market moves in U.S. equities even if we see a cooler-than-expected CPI but sees opportunities in international markets. "I'm hedging by maintaining a p...
(RTTNews) - Oracle Corp. (ORCL) revealed earnings for its third quarter that Increases, from the same period last year The company's earnings came in at $3.69 billion, or $1.27 per share. This compares with $2.93 billion, or $1.02 per share, last year. Excluding items, Oracle Corp. reported adjusted earnings of $5.20 billion or $1.79 per share for the period. The company's revenue for the period r...
(RTTNews) - Oracle Corp. (ORCL) revealed earnings for its third quarter that Increases, from the same period last year The company's earnings came in at $3.69 billion, or $1.27 per share. This compares with $2.93 billion, or $1.02 per share, last year. Excluding items, Oracle Corp. reported adjusted earnings of $5.20 billion or $1.79 per share for the period. The company's revenue for the period rose 21.7% to $17.19 billion from $14.13 billion last year. Oracle Corp. earnings at a glance (GAAP) : -Earnings: $3.69 Bln. vs. $2.93 Bln. last year. -EPS: $1.27 vs. $1.02 last year. -Revenue: $17.19 Bln vs. $14.13 Bln last year. -Guidance: Next quarter EPS guidance: $ 1.96 To $ 2.00 Next quarter revenue guidance: 19 % To 21 % Full year revenue guidance: $ 67 B The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. AMD (NasdaqGS:AMD) and Xanadu Quantum Technologies report a real-world milestone in hybrid quantum-classical computing for aerospace and engineering applications. The partners run advanced computational fluid dynamics simulation...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. AMD (NasdaqGS:AMD) and Xanadu Quantum Technologies report a real-world milestone in hybrid quantum-classical computing for aerospace and engineering applications. The partners run advanced computational fluid dynamics simulations using a hybrid environment that combines AMD high-performance computing and AI technologies with Xanadu’s quantum tools. The work focuses on industrial use cases, with a particular emphasis on aerospace, and uses AMD GPUs to speed up quantum workflows and quantum-classical integration. For you as an investor following AMD, this update sits at the intersection of high-performance computing, AI, and emerging quantum workloads. AMD’s core business in CPUs and GPUs now intersects with quantum-focused partners like Xanadu, which look to apply quantum methods to demanding engineering tasks such as fluid dynamics in aerospace. This kind of collaboration indicates that more industrial users may test quantum-classical setups on top of existing GPU and AI infrastructure. If quantum workflows require powerful classical hardware, AMD’s position in accelerated computing could be relevant to customers that want to experiment with or gradually adopt quantum-enabled engineering tools over time. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 0 risks and 4 things going right for Advanced Micro Devices that every investor should see. Quick Assessment ✅ Price vs Analyst Target : At US$202.68 against a US$289.72 analyst target, the price sits about 31% below consensus. ✅ Simply Wall St Valuation : Simply Wall St’s model views AMD as undervalued, trading ...
AeroVironment press release ( AVAV ): Q3 Non-GAAP EPS of $0.64 misses by $0.05 . Revenue of $408.05M (+143.5% Y/Y) misses by $67.6M . FISCAL 2026 — OUTLOOK FOR THE FULL YEAR For fiscal year 2026, the Company now expects revenue of between $1.85 billion and $1.95 billion vs consensus of $1.96B, net loss of between $(218) million and $(201) million, non-GAAP adjusted EBITDA of between $265 million a...
AeroVironment press release ( AVAV ): Q3 Non-GAAP EPS of $0.64 misses by $0.05 . Revenue of $408.05M (+143.5% Y/Y) misses by $67.6M . FISCAL 2026 — OUTLOOK FOR THE FULL YEAR For fiscal year 2026, the Company now expects revenue of between $1.85 billion and $1.95 billion vs consensus of $1.96B, net loss of between $(218) million and $(201) million, non-GAAP adjusted EBITDA of between $265 million and $285 million, loss per diluted share of between $(4.44) and $(4.10) and non-GAAP earnings per diluted share, which excludes amortization of intangible assets, other non-cash purchase accounting expenses, goodwill impairment, equity securities investments gains or losses, and equity method income or loss of between $2.75 and $3.10. Shares -6.24% AH. More on AeroVironment AeroVironment Q4 Preview: The $1.4B Problem (Downgrade) AeroVironment: Shockingly Uninteresting AeroVironment: Riding The Drone Boom And Laser Tech To New Heights AeroVironment Q3 2026 Earnings Preview U.S. strikes highlight staying power of jets, warships amid drone hype
This article first appeared on GuruFocus. Micron (NASDAQ:MU) is preparing to report fiscal second-quarter results on March 18, and analysts at GF Securities expect the company to reaffirm that the memory cycle could remain robust for an extended period. In a note to clients, analyst Jeff Pu pointed to strengthening pricing dynamics in DRAM, suggesting contract prices could climb 100% in the first ...
This article first appeared on GuruFocus. Micron (NASDAQ:MU) is preparing to report fiscal second-quarter results on March 18, and analysts at GF Securities expect the company to reaffirm that the memory cycle could remain robust for an extended period. In a note to clients, analyst Jeff Pu pointed to strengthening pricing dynamics in DRAM, suggesting contract prices could climb 100% in the first quarter of 2026 and rise more than 30% quarter-over-quarter in the second quarter. Current asking prices in the market, estimated in the 50% to 60% range, may also leave room for further upside if those levels are sustained. Pu forecasts Micron could deliver about $23 billion in revenue for fiscal second-quarter 2026 with a gross margin of roughly 77%. Looking further ahead, he expects the company's guidance for the third quarter of fiscal 2026 could reach around $29 billion in revenue, with margins possibly expanding to about 83%. On the technology front, Pu also indicated that Micron may have secured an HBM4 order, likely tied to a roughly 10Gbps version, with a small production patch expected to begin in March. Beyond near-term results, Pu believes supply-demand dynamics across the memory market could continue tightening as artificial intelligence workloads expand. He noted that cloud service providers may now be trying to secure roughly four to six months of memory inventory, compared with about two months previously, while smartphone manufacturers appear to be building toward about seven weeks of supply after holding roughly four to five weeks in the fourth quarter of 2025. Even as Micron ramps its Idaho fabrication facility and competitors including SK Hynix (HXSCL) and Samsung (SSNLF) add capacity, Pu suggested memory supply could remain short into the second half of 2027, with AI-related demand potentially accounting for more than 75% of DRAM demand by that time and long-term agreements lasting three to five years now under negotiation.
ClearSign Technologies ( CLIR ) announced a 1-for-10 reverse stock split of its common stock. The split will become effective on March 16, 2026. The reverse split will reduce outstanding shares from about 54.1M to roughly 5.41M. The move aims to raise the stock price to regain compliance with Nasdaq’s $1 minimum bid price requirement. CLIR shares down 14.9% post-market. More on Clearsign Technolog...
ClearSign Technologies ( CLIR ) announced a 1-for-10 reverse stock split of its common stock. The split will become effective on March 16, 2026. The reverse split will reduce outstanding shares from about 54.1M to roughly 5.41M. The move aims to raise the stock price to regain compliance with Nasdaq’s $1 minimum bid price requirement. CLIR shares down 14.9% post-market. More on Clearsign Technologies ClearSign Technologies Corporation (CLIR) Business Update Call Transcript Seeking Alpha’s Quant Rating on Clearsign Technologies Historical earnings data for Clearsign Technologies Financial information for Clearsign Technologies
Oracle (ORCL) reported its third quarter earnings after the bell on Tuesday, beating expectations on the top and bottom lines, while raising its 2027 revenue guidance to $90 billion, sending the company's stock higher. Shares jumped as much as 6% on the news. The announcement comes amid reports that the company has axed plans to expand an AI data center with OpenAI (OPAI.PVT) and that it’s prepari...
Oracle (ORCL) reported its third quarter earnings after the bell on Tuesday, beating expectations on the top and bottom lines, while raising its 2027 revenue guidance to $90 billion, sending the company's stock higher. Shares jumped as much as 6% on the news. The announcement comes amid reports that the company has axed plans to expand an AI data center with OpenAI (OPAI.PVT) and that it’s preparing to cut thousands of jobs. The AI infrastructure company is spending tons of cash on data centers, but investors aren’t quite sold on the idea. Oracle stock has fallen steeply. After climbing to a high of $345.72 in September, the stock was trading at $149 as of Tuesday afternoon. Shares are now off 54% over the last six months and 23% since the start of the year. For the quarter, Oracle saw earnings per share (EPS) of $1.79 on revenue of $17.19 billion, above analysts' expectations of EPS of $1.70 on revenue of $16.9 billion. The company reported $1.47 and $14.1 billion in the same period last year. Oracle’s cloud segment brought in $8.9 billion versus expectations of $8.8 billion. Cloud infrastructure saw sales of $4.9 billion, ahead of estimates of $4.74 billion. Oracle's capital expenditures have ballooned tremendously over the last year, jumping as much as 269% in the first quarter to $8.5 billion, and expects to see full year capital expenditures of $50 billion. Read more: Live coverage of corporate earnings The earnings announcement comes after Bloomberg reported that Oracle and OpenAI have canned a planned expansion of their Stargate data center project in Texas, which gave Meta (META) the opportunity to begin talks with developer Crusoe to lease the location. But Oracle pushed back on the report in a post on X. “Recent media activity about the Abilene site are false and incorrect,” the company said. “First, Crusoe and Oracle are operating in lockstep to deliver one of the world's largest AI Data centers in Abilene at record-breaking pace. Two buildings are comple...
cemagraphics U.S. equities finished largely unchanged Tuesday as investors focused on geopolitical developments surrounding Iran and the broader implications for global commodities and supply chains. The Dow Jones Industrial Average ( DJI ) ended near even, while the S&P 500 ( SP500 ) edged down 0.2%. The tech-heavy Nasdaq Composite ( COMP:IND ) also closed flat on the session. Market participants...
cemagraphics U.S. equities finished largely unchanged Tuesday as investors focused on geopolitical developments surrounding Iran and the broader implications for global commodities and supply chains. The Dow Jones Industrial Average ( DJI ) ended near even, while the S&P 500 ( SP500 ) edged down 0.2%. The tech-heavy Nasdaq Composite ( COMP:IND ) also closed flat on the session. Market participants remain closely tied to developments in the Middle East, particularly surrounding the strategic Strait of Hormuz, a critical artery for global energy and commodity shipments. “Given the war in Iran and the critical Strait of Hormuz, markets will trade higher and lower with volatile crude oil prices,” Seeking Alpha analyst Andrew Hecht said. Hecht emphasized that the impact could extend well beyond oil. Fertilizers, a key input for global agriculture, could face supply disruptions if shipping through the Strait remains constrained. With the Northern Hemisphere’s 2026 crop season approaching, shortages could drive higher prices for grains, oilseeds, and other agricultural products, adding another layer of volatility to global markets. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Turkey says NATO shot down second Iranian ballistic missile after airspace breach RBC Capital Markets holds S&P 500 target, says Iran conflict too early to shift view BTIG flags a warning sign in oil spike: WTI soars while energy stocks fail to confirm BTIG warns: A break below 6,700 could send S&P 500 toward 200-day moving average Oil’s wild ride: Crude drops 10% after 30% surge as Trump signals conflict may end