Applied Optoelectronics, Inc.

AAOI Q1 2026

Reported: 2026-05-08

The stock dropped 16.6% as investors reacted negatively to cautious outlook and margin pressure, despite revenue growth and capacity expansion. The disappointing forward guidance and margin compression overshadowed the quarter’s in-line results.

Key takeaways

Revenue was $151.1 million, within the company’s guidance range of $150 million to $165 million.
Non-GAAP gross margin came in at 29.2%, at the lower end of the 29%-31% guidance range, indicating margin compression concerns.
The company reported a non-GAAP loss per share of $0.07, within the expected loss range of $0.09 to breakeven.
Management cited strong demand outpacing current production capacity with anticipated capacity ramping starting in Q3 2026.
Despite projecting 2026 revenue above $1.1 billion and operating income above $140 million, the cautious tone on capacity constraints and margin outlook likely contributed to negative investor sentiment.

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Axcelis Technologies, Inc.

ACLS Q1 2026

Reported: 2026-05-08

Axcelis shares fell 4.7% as investors reacted to cautious forward commentary and signs of deceleration in key segments, despite sequential shipment gains and stable bookings. The market appears concerned about modest margin pressure and a tempered outlook on near-term demand in mature nodes and silicon carbide.

Key takeaways

Q1 revenue totaled $199 million with EPS of $0.72, including a $5 million one-time customer settlement.
CS&I revenue grew over 30% year-over-year but moderated sequentially, reflecting uneven momentum.
Sequential system shipments to the memory market rose to the highest level since late 2023, driven by DRAM and high-bandwidth memory demand.
Silicon carbide shipments moderated sequentially, with management noting encouraging but still tentative demand signals and capacity engagement.
Bookings remained consistent sequentially, showing strength in memory and silicon carbide but softness in general mature nodes, indicating uneven end-market dynamics.

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ACM Research, Inc.

ACMR Q1 2026

Reported: 2026-05-08

The stock rallied 8.1% post-earnings, reflecting investor approval of ACM’s robust revenue growth and expanding product portfolio, notably the strong performance in electrochemical plating (ECP) and advanced packaging segments.

Key takeaways

Revenue increased 34.2% year-over-year to $231.3 million, driven primarily by a more than 3x rise in ECP revenue and a 62% growth in advanced packaging services spare parts.
Shipments surged 53.6%, including a meaningful contribution from the initial ramp of single-wafer SPM tools, highlighting strong execution and customer demand.
Gross margin stabilized at 46.5%, comfortably above the midpoint of the company’s long-term target range (42–48%), showing margin resilience amid growth.
Cleaning segment revenue declined 6% year-over-year, although shipments in this category grew 32%, supported by the ramp of new single-wafer SPM tools expected to expand significantly during the year.
The balance sheet remains solid with $924 million in net cash following a $110 million equity raise, providing a strong platform for further R&D and global expansion.

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ADMA Biologics, Inc.

ADMA Q1 2026

Reported: 2026-05-08

ADMA Biologics shares dropped 18.9% following earnings due to continued top-line pressures on BIVIGAM amid intensified competitive dynamics and disruptive distributor ordering patterns, which overshadowed strong ASCENIV demand and margin expansion.

Key takeaways

Total revenue was essentially flat, weighed down by BIVIGAM’s challenges related to aggressive competitor discounting and inventory recalibration at distributors.
ASCENIV revenue grew approximately 28% year-over-year, driven by record patient starts, prescriber adoption, and strong patient adherence.
Corporate gross margins expanded to 71%, reflecting targeted expense reductions and operational efficiencies.
Adjusted net income increased 22% year-over-year, supported by margin improvement and $58 million in operating cash flow.
Management described the adverse distributor ordering variability as transitory and industry-wide, expecting demand normalization in Q2, but the market remains unconvinced given near-term revenue headwinds.

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AFC Gamma, Inc.

AFCG Q1 2026

Reported: 2026-05-08

Advanced Flower Capital’s shares surged 16.2% after the first quarter report, driven primarily by investors’ positive reaction to the company’s expansion into the lower middle market and its growing pipeline of non-cannabis private credit deals.

Key takeaways

Completed first quarter operating as a BDC, broadening investment flexibility beyond cannabis-backed loans.
Closed two lower middle market loans totaling $90 million during the quarter, with strong pipeline of $1.5 billion in potential deals.
Reported net investment income of $0.21 per share and declared a $0.05 per share dividend.
Received $41.2 million in cannabis loan repayments during Q1, contributing to net fundings of $39.1 million.
Maintains three non-accrual loans with ongoing asset liquidation and paydowns; $6.2 million received in Q1 toward one distressed investment.

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Akebia Therapeutics, Inc.

AKBA Q1 2026

Reported: 2026-05-08

Akebia’s shares fell 21.6% following the quarter as investors reacted negatively to an unexpectedly cautious outlook and indicators of deceleration in key metrics despite some progress in product launch and clinical data.

Key takeaways

Vafseo net product revenue reached nearly $16 million in Q1, the highest quarter to date, reflecting initial growth from expanded prescribing and observed dosing protocols.
Clinical evidence continues to build with published INNOVATE trial data showing reduced hospitalization risks and costs for Vafseo-treated patients versus ESA comparators.
The company emphasized ongoing trials VOCAL and VOICE, with data expected by year-end 2026 and early 2027, respectively, to validate Vafseo’s clinical profile and support future adoption.
R&D pipeline advances include Phase II studies for praliciguat in FSGS and Abribafisp targeting complement-mediated kidney diseases, but these remain early-stage with no imminent commercial impact.
Despite these developments, investor disappointment likely stemmed from tempered forward guidance or lack of clearer acceleration in revenue growth and further margin improvement.

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Albemarle Corporation

ALB Q1 2026

Reported: 2026-05-08

Albemarle’s shares rose 5.7% as the company raised its full-year Specialties outlook on stronger-than-expected pricing and volumes, offsetting supply chain concerns and geopolitical risks.

Key takeaways

Q1 net sales grew 33% YoY to $1.4 billion, driven by volume increases of 14% in Energy Storage and 7% in Specialties, along with higher pricing.
Adjusted EBITDA more than doubled to $664 million, supported by Energy Storage segment growth (+196% EBITDA) and Specialties (+30% EBITDA), bolstered by cost and productivity gains.
Specialties segment guidance raised for 2026, with net sales expected between $1.3 billion and $1.5 billion, and adjusted EBITDA between $225 million and $275 million, implying a high teens EBITDA margin.
Energy Storage volumes reached 53,000 tons LCE with average realized prices at about $17/kg, though some margin pressure is expected from inventory timing and supply chain disruptions in Q2.
The company repaid $1.3 billion in debt, reducing interest expenses and strengthening the balance sheet amid ongoing geopolitical uncertainties impacting supply chains.

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Alcon Inc.

ALC Q1 2026

Reported: 2026-05-08

Alcon’s shares fell sharply by 14.2% following earnings, primarily reflecting investor disappointment with cautious outlook commentary and uneven market conditions in the cataract segment despite new product introductions.

Key takeaways

Q1 experienced a mixed performance, with growth driven by new product launches and share gains in U.S. AT-IOLs, surgical equipment, consumables, contact lenses, and dry eye categories.
Cataract market conditions remained uneven, contributing to investor concern.
The Unity platform, including Unity VCS and Unity CS, showed promising momentum with strong surgeon engagement and an expanding installed base.
U.S. share gains in presbyopia-correcting IOLs largely supported by PanOptix Pro, with gradual international rollouts underway.
Early adoption of Valeda for dry AMD shows encouraging clinical potential, but broader market impact remains limited for now.

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Alkermes plc

ALKS Q1 2026

Reported: 2026-05-08

Alkermes shares rose 3.4% post-earnings, reflecting investor approval of robust proprietary product sales growth and early contributions from the recently acquired sleep medicine asset, LUMRYZ.

Key takeaways

Proprietary product net sales grew 38% year-over-year to $338.1 million, driven by strong demand across psychiatry and addiction franchises.
VIVITROL sales reached $112.4 million, supported by favorable localized market dynamics; 2026 guidance reaffirmed at $460–480 million.
Psychiatry portfolio net sales included ARISTADA at $93.8 million and LYBALVI at $92.4 million, with LYBALVI TRX growing 21% year-over-year; full-year sales guidance maintained.
Favorable gross-to-net adjustments contributed approximately $14 million of upside in Q1, primarily from improved patient mix.
Integration of Avadel and the LUMRYZ launch added six weeks of commercial contribution and established Alkermes’ presence in the sleep medicine market ahead of future pipeline opportunities.

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Alarm.com Holdings, Inc.

ALRM Q1 2026

Reported: 2026-05-08

Shares rose 4.8% following a quarter that beat revenue expectations, driven by broad-based growth across Alarm.com’s residential, commercial, and energy segments and ongoing strength in SaaS subscription revenue.

Key takeaways

SaaS and license revenue grew 10.8% year-over-year to $181.5 million, surpassing the midpoint of guidance by $5.6 million.
Adjusted EBITDA reached $49.6 million, reflecting operational scale across diverse business units.
Commercial segment innovations, including AI-driven video capabilities in OpenEye, are enhancing subscription value and driving customer adoption.
Supply chain headwinds emerged late in the quarter with rising memory costs due to industry shifts toward AI data center demand, expected to persist in the near term.
Board authorized a $150 million share repurchase program over two years, underscoring confidence in the company’s positioning and capital allocation strategy.

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Alto Ingredients, Inc.

ALTO Q1 2026

Reported: 2026-05-08

Alto Ingredients shares dropped 19.8% following the quarter as investors reacted negatively to a cautious outlook marked by seasonally weak demand, production curtailments, and ongoing operational disruptions that overshadowed profitability efforts.

Key takeaways

Consolidated net sales declined slightly year-over-year, reflecting a 4% volume reduction amid lower ethanol demand and inventory build-up.
Production was curtailed at the Pekin campus due to extended cold weather and logistical issues, alongside planned outages at Columbia, impacting near-term capacity.
Operational improvements and 45Z tax credits contributed to profitability on both adjusted EBITDA and net income basis despite these headwinds.
Capital projects underway aim to increase capacity by ~8% and boost CO2 storage, but benefits are expected to materialize later in the year.
Management highlighted macro uncertainties, including geopolitical risks affecting energy and logistics, emphasizing cautious market conditions.

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Amprius Technologies, Inc.

AMPX Q1 2026

Reported: 2026-05-08

Shares dropped 24.7% after Amprius’s Q1 report, driven by cautious commentary and implied deceleration despite an upward revision in full-year revenue guidance. Investors appear concerned about the implied growth sustainability and margin outlook.

Key takeaways

Q1 revenue was $28.5 million, a 2.5x increase year-over-year and 13% higher sequentially.
Full-year revenue guidance was raised modestly to at least $130 million, $5 million above prior forecast, but implied a reacceleration in growth that management did not explicitly confirm for the near term.
Strong customer wins and multi-million-dollar contracts in defense and electric vehicle markets highlight ongoing adoption of silicon anode battery technology.
Management emphasized non-GAAP adjusted EBITDA without disclosing margins or profitability trends for the quarter.
Increased government contracts and new customer wins contrast with investor skepticism on near-term margin sustainability and growth cadence, explaining the severe stock reaction.

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Angi Inc.

ANGI Q1 2026

Reported: 2026-05-08

Shares plunged 29.3% as investors reacted negatively to a clear pullback in guidance and a strategic pivot that sacrifices short-term revenue visibility and growth for longer-term AI-driven transformation.

Key takeaways

Management explicitly withdrew formal guidance, citing the distraction it causes from pursuing a transformational AI-native technology platform.
The company acknowledges inconsistency in incremental improvements on its legacy platform, which has high time and cost burdens.
Angi is reallocating resources away from near-term revenue growth initiatives toward building a new AI-powered flywheel and a Pro Chief Revenue Officer product to drive future growth.
Despite claims of solid current operating cash flow from legacy operations, the lack of clarity on near-term revenue and EBITDA impact introduces significant uncertainty.
The pivot reflects a trade-off between short-term execution and long-term optionality, but investors clearly feared the near-term growth and margin implications.

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AppLovin Corporation

APP Q1 2026

Reported: 2026-05-08

AppLovin’s stock rose 4.3% following the quarter, driven by stronger-than-expected execution in both gaming and the rapidly scaling consumer ad vertical, as well as growing confidence in the opening of its platform to a broad advertiser base in June.

Key takeaways

Top-line growth and margins expanded simultaneously, highlighting ongoing operational leverage.
Gaming remains the core driver, benefiting from new AI-enabled game development and a shift toward hybrid monetization models that combine in-app purchases and ad revenue.
The consumer vertical, only 1.5 years old, showed rapid acceleration with March advertiser spend up approximately 25% versus January and April setting a new peak spend record.
The upcoming platform opening for self-serve advertiser access in June is expected to further drive scale and adoption, targeting millions of smaller businesses.
Investment in AI-driven tools and infrastructure positions AppLovin to automate ad creative and campaign management, reducing friction for advertisers and potentially increasing ad spend efficiency.

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Aptiv PLC

APTV Q1 2026

Reported: 2026-05-08

Aptiv’s stock declined 4.6% post-earnings as investors were disappointed by cautious outlook signals and margin pressures despite solid revenue and earnings growth. The cautious outlook combined with headwinds from input costs and geopolitical challenges appears to have weighed on investor sentiment.

Key takeaways

Revenue grew 1% year-over-year to over $5 billion, showing resilience despite a decline in underlying vehicle production.
Adjusted EBITDA exceeded $750 million, aided by volume growth and operational execution, offsetting foreign exchange and commodity cost headwinds.
Margins saw a modest expansion of 30 basis points when excluding FX and commodity impacts, suggesting cost inflation remains a headwind for overall profitability.
The company secured $7 billion in new business awards, demonstrating strong market demand, including $900 million from nonautomotive customers.
Management highlighted ongoing macro uncertainties, supply chain challenges, and rising input costs (resins, metals), which dampened confidence and contributed to investor caution reflected in the stock decline.

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Arhaus Inc. Class A Common Stock

ARHS Q1 2026

Reported: 2026-05-08

Arhaus shares dropped 14.3% following the quarter, reflecting investor disappointment primarily over a meaningful deceleration in comparable written sales driven by weather disruptions, delayed catalog timing, and escalating macro uncertainty, signaling caution on near-term demand and margin pressures.

Key takeaways

Comparable written sales declined by just over 5%, highlighting notable demand softness despite record first-quarter net revenue.
Over half of showrooms faced weather-related disruptions including temporary closures in key markets, impacting sales timing and volume.
The delayed Spring catalog release shifted some demand out of the quarter, further weighing on results.
Macroeconomic uncertainty stemming from the Iran conflict contributed to cautious consumer sentiment, exacerbating deceleration.
Showroom footprint grew to 108 locations with continued investment in high-income markets, reflecting a long-term growth strategy despite current headwinds.

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Aris Gold Corporation

ARIS.TO Q1 2026

Reported: 2026-05-08

Aris Mining's Q1 report beat expectations, driving a +4.4% stock increase as higher production volumes and stronger realized gold prices lifted margins and cash flow despite ongoing capital investments in growth projects.

Key takeaways

Gold production rose 6% sequentially to 74,300 ounces, with Segovia contributing 66,600 ounces at an average grade notably above reserve levels.
Adjusted EBITDA increased 25% quarter-over-quarter to $212 million, supported by a 20% revenue gain to $364 million.
All-in sustaining cost (AISC) margin at Segovia expanded 25% sequentially, reflecting improved operational efficiency and higher realized gold prices.
Free cash flow of $42 million was generated while investing $61 million in expansion projects, including significant progress at Marmato and Segovia’s mill capacity ramp-up.
Net debt reduced dramatically to $1.6 million from $86 million at year-end, bolstering financial flexibility for ongoing growth initiatives.

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Arrow Electronics, Inc.

ARW Q1 2026

Reported: 2026-05-08

Arrow Electronics’ shares rose modestly by 1.6% following Q1 2026 results that showed solid revenue growth and margin improvement, but the market response suggests investors remain cautious, likely due to a tempered outlook despite operational momentum.

Key takeaways

Total revenue increased 39% year-over-year to $9.5 billion, driven by unit volume growth and improved customer demand across segments.
Operating margin expanded 160 basis points to 4.2%, benefiting from cost discipline and favorable mix; non-GAAP EPS rose 190% year-over-year to $5.22.
Improvement in book-to-bill ratios and backlog build through Q3 and Q4 indicate sustained demand momentum across all regions.
Both global components and Enterprise Computing Solutions segments showed growth, supported by secular trends such as AI-driven workloads for ECS.
Management emphasized ongoing operational leverage, a shift to higher-margin value-added services, and disciplined capital allocation, but offered cautious language on demand pace and investment alignment.

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Ardmore Shipping Corporation

ASC Q1 2026

Reported: 2026-05-08

Ardmore Shipping’s share price rose 3.9% following results driven by market strength and accelerating TCE rates, which notably outpaced the company’s breakeven levels and supported an increased dividend payout.

Key takeaways

Q1 adjusted earnings were $23.6 million ($0.58 per share), with a dividend declared at $0.39 per share following an increased payout ratio to two-thirds of adjusted earnings.
MR tanker average daily earnings reached $33,700 in Q1 and have jumped to $52,100 in Q2 with 55% of capacity already booked.
Chemical tanker rates also improved, posting $22,300 per day in Q1 and $32,500 per day in Q2 with 65% booked.
The firm capitalized on market tightness through opportunistic asset sales and newbuild orders for IMO2-compliant Handysize vessels, enhancing flexibility and premium cargo access.
Market dynamics continue to benefit from Middle East disruptions causing longer voyage lengths, vessel shortages, and rerouted trade flows that are tightening supply and sustaining rate momentum.

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AerSale Corporation

ASLE Q1 2026

Reported: 2026-05-08

Shares fell 10.4% following the quarter, reflecting investor disappointment with margin compression driven by early-stage inefficiencies at new MRO facilities, lower MRO parts sales, and revenue declines in aircraft storage. Despite revenue growth, cautious execution and subdued operational leverage weighed on sentiment.

Key takeaways

Revenue increased 7.4% year-over-year to $70.6 million, with leasing and TechOps growth partially offset by reduced USM sales.
Adjusted EBITDA rose 131.9% to $7.4 million from the prior-year period, but margin pressure arose due to start-up costs and inefficiencies at new MRO sites in Tennessee and Florida.
Leasing portfolio expanded with 3 Boeing 757 freighters on lease (plus one under letter of intent) and 18 engines on lease, benefiting from higher average lease rates and utilization.
TechOps revenue grew through new maintenance agreements and facility expansions, but was negatively impacted by lower MRO parts sales and fewer aircraft in storage at the Roswell facility.
Management reaffirmed focus on asset deployment, inventory monetization, and scaling MRO operations though near-term margin headwinds remain from ongoing ramp-up costs.

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Aspen Aerogels, Inc.

ASPN Q1 2026

Reported: 2026-05-08

Shares gained 22.3% following the quarter as investors responded positively to the company’s robust Energy & Industrial segment outlook and strong progress in European EV thermal barrier markets, overshadowing the operational disruption at the East Providence plant.

Key takeaways

An April explosion caused temporary shutdown of Aspen’s East Providence aerogel manufacturing facility, with a restart expected to begin in May; operational resilience was bolstered by inventory usage and external manufacturing capacity.
Energy & Industrial segment targets approximately 20% revenue growth for 2026 despite early-year disruptions, underpinned by strong LNG infrastructure activity and expanding subsea project pipeline.
LNG-related business is anticipated to roughly double in 2026, supported by concrete commercial engagements and scope expansion on multiple projects.
The U.S. EV market remains subdued with GM aligning production to sales, but Aspen’s PyroThin thermal barrier business saw strong European momentum, with Q1 revenue more than tripling year-over-year and 2026 revenue forecasted between $10 million and $15 million.
Management emphasizes a multi-year investment cycle in energy infrastructure, aiming to scale Energy & Industrial into a $200 million high-margin business without incremental capital.

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ATN International, Inc.

ATNI Q1 2026

Reported: 2026-05-08

ATN International's stock declined 3.1% following the release of Q1 results, reflecting investor disappointment likely driven by a cautious outlook and ongoing restructuring costs despite modest revenue and margin improvements.

Key takeaways

Total revenue grew modestly by ~2% to $182 million, with core telecom revenues up 3% excluding construction and subsidy impacts.
Adjusted EBITDA increased 10% year-over-year to $49 million, with margins expanding 200 basis points to 26.7%, supported by cost discipline.
The company incurred $2 million in restructuring and reorganization expenses in Q1, with another $1-2 million expected in Q2.
Net loss attributable to shareholders improved to $3 million ($0.29 per share) from a loss of $9 million a year ago.
Management reiterated a cautious stance on use of proceeds from asset sales and indicated ongoing evaluation of investment priorities, signaling limited near-term growth visibility.

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Atmos Energy Corporation

ATO Q2 2026

Reported: 2026-05-08

Shares declined 2.1% following earnings as investors likely digested cautious elements in the outlook and margin pressures despite stable customer growth and regulatory progress.

Key takeaways

Reported year-to-date net income was $985 million, with EPS of $5.92, up 12.5% year-over-year.
Updated full-year EPS guidance range to $8.40–$8.50, signaling a moderate outlook without sharp upward revision.
Capital expenditures totaled $2 billion in H1, heavily focused (89%) on safety and reliability projects.
Customer additions remained steady with 51,000 new customers year-over-year, including 39,000 in Texas.
Operating expenses rose, including $171 million in freight increases and higher O&M spending, partly offset by regulatory deferrals affecting expense presentation.

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Becton, Dickinson and Company

BDX Q2 2026

Reported: 2026-05-08

BD's shares rose 3.2% post-earnings, reflecting investor approval of solid revenue growth and margin expansion driven by strong execution across key growth platforms and an upgraded full-year EPS outlook.

Key takeaways

Revenue grew 2.6% to $4.7 billion, led by double-digit growth in biologic drug delivery, Advanced Patient Monitoring, PureWick, and Advanced Tissue Regeneration.
Adjusted operating margin improved to 24.2%, supporting adjusted EPS of $2.90, which exceeded management expectations.
More than 90% of the portfolio delivered mid-single-digit growth, indicating broad-based strength despite targeted pressure in Alaris, vaccines, and China.
Management raised full-year adjusted EPS guidance, signaling confidence in the New BD strategy’s ability to drive sustainable growth and improve capital allocation.
Commercial execution gains included notable share increases in Alaris and accelerated customer adoption in Connected Care and BioPharma Systems.

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BGC Group Inc. Class A Common Stock

BGC Q1 2026

Reported: 2026-05-08

BGC Group’s shares rose 4.6% following a quarter marked by broad-based revenue growth and milestone market share gains, driven primarily by strong performance in energy broking and electronic trading platforms.

Key takeaways

Revenues surged 44% to $955 million, with every asset class and geography contributing to growth.
ECS segment revenues more than doubled to $330 million, cementing BGC’s leading position in energy broking.
FMX platform posted record U.S. Treasury futures ADV of $90 billion, up 51%, capturing 41% market share and continuing momentum into April.
Cost reduction efforts extended to $35 million in annualized savings, supporting ongoing margin expansion.
Despite elevated volatility from the Iran conflict, management attributed most growth to underlying business strength rather than one-off market disruptions.

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Bill.com Holdings, Inc.

BILL Q3 2026

Reported: 2026-05-08

BILL’s shares rose 12.8% following the Q3 report, driven primarily by better-than-expected profitability improvements and accelerating AI-driven productivity gains, which appear to have reassured investors about the company’s operational leverage and growth durability.

Key takeaways

Core revenue grew 16% year-over-year, consistent with ongoing solid top-line momentum.
Non-GAAP operating margin approached 20%, highlighting significant improvement in profitability.
Achieved GAAP profitability, marking an important milestone in operational performance.
Accelerated deployment of AI agents, now used by over 100,000 customers, automating millions of invoices and transactions to improve efficiency.
AI integration is central to the company’s strategy, driving automation internally and across customer financial operations, supporting a scalable growth model.

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Blue Bird Corporation

BLBD Q2 2026

Reported: 2026-05-08

The 9.2% stock rise reflects investor approval of strong U.S. sales growth and significant profit margin expansion in Canada, driven by operational efficiency and innovation initiatives.

Key takeaways

U.S. sales grew 11.2% with comps up 6.4%, fueled by higher average basket size and transactions despite disruptive weather.
Canadian comps declined slightly by 0.6%, impacted by an Easter timing shift, but Canadian segment profit surged nearly 24%, lifting margins by 310 basis points.
Adjusted EBITDA reached $44 million, representing 11% of sales, marking the second consecutive quarter of year-over-year EBITDA growth.
Opened 3 new U.S. stores this quarter, with plans for about 25 total openings in 2026, mostly in the U.S., continuing profitable expansion.
Innovation efforts, including early rollout of ABP Light and AI partnerships with Microsoft, are enhancing productivity, margin discipline, and customer engagement.

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Bloomin' Brands, Inc.

BLMN Q1 2026

Reported: 2026-05-08

Shares rallied sharply, gaining 38%, as Bonefish Grill's impressive same-store sales and traffic growth clearly outpaced other brands, providing palpable evidence that the turnaround strategy is gaining traction despite ongoing softness at Outback Steakhouse.

Key takeaways

Bonefish's comparable sales soared by 6.1% with traffic increasing 3.0%, the strongest growth across the portfolio.
Carrabba's and Fleming's posted modest comp sales increases of 1.3% and 0.8%, respectively, though both saw traffic declines (-2.7% and -2.9%).
Outback Steakhouse lagged with a 0.3% comp sales decline and a 2.4% drop in traffic, weighed down by weather and ongoing challenges in reversing traffic trends despite improvements in guest scores.
The company reiterated its turnaround plan focused on Outback, highlighting new steak offerings and enhanced operational execution, but results show mixed progress across brands.
Weather negatively impacted Q1 comps by approximately 2.4 percentage points, particularly weighing on Outback’s results early in the quarter.

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Bumble Inc.

BMBL Q1 2026

Reported: 2026-05-08

Bumble shares plunged 19.3% as investors reacted negatively to further deceleration in user scale and weak near-term monetization prospects tied to the ongoing member quality reset and tech platform transition.

Key takeaways

The company deliberately pared down its member base to prioritize quality over quantity, resulting in reduced scale that weighed on engagement and revenue growth.
Bumble is rolling out a new cloud-native, AI-enabled technology platform aimed at speeding innovation, with a full reimagined app experience expected in Q4; however, short-term product improvements remain limited on the legacy system.
Early tests of new features and AI-driven onboarding show promise, but current monetization trends remain subdued, reflecting the longer runway required for the new strategy to bear fruit.
Expansion into Bumble BFF groups showed strong engagement gains, particularly among Gen Z women, signaling growth potential outside core dating services.
Management emphasized a cautious outlook, highlighting ongoing trade-offs and evolution that have yet to restore revenue growth in the immediate term.

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Beyond Meat, Inc.

BYND Q1 2026

Reported: 2026-05-08

Beyond Meat's shares declined 2.8% following Q1 2026 results, reflecting investor caution despite steady revenue and modest margin improvement. Market reaction likely signals concern over continued top-line decline and limited gross margin progress amid restructuring headwinds.

Key takeaways

Q1 net revenues of $58.2 million were flat versus expectations but down year-over-year, highlighting persistent headwinds in the plant-based meat category.
Gross margin improved both sequentially and year-over-year but remained well short of an achievable target, hindered by inventory from a low-volume period in Q4 2025.
Adjusted EBITDA showed sequential and annual improvement, though significant work remains to return to profitability.
Cash use fell to $11.8 million for the quarter, marking a notable sequential and year-over-year reduction as restructuring and cost-cutting measures gain traction.
Management outlined strategic pivots toward broader functional food and beverage categories, launching Beyond Immerse, a multi-nutrient clear protein drink set to debut in New York this summer with Big Geyser distribution.

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CareCloud Inc. Common Stock

CCLD Q1 2026

Reported: 2026-05-08

Shares plunged 21.1% following the first quarter earnings as investors reacted negatively to a cautious tone on margin pressure and integration costs related to the Medsphere acquisition, despite revenue growth. The market appears concerned about margin compression and the implications of increased amortization and integration expenses weighing on profitability.

Key takeaways

Revenue grew 13% year-over-year to $31.3 million, driven by expanded product breadth and new inpatient hospital market entry via Medsphere.
GAAP operating income fell to $1 million and GAAP net income dropped to $900,000, primarily due to higher amortization of intangible assets and integration costs.
Adjusted EBITDA, adjusted net income, and adjusted EPS were flat compared to the prior year, indicating limited margin expansion despite revenue growth.
Free cash flow generation of $2.4 million reflects underlying cash strength but contrasts with profitability challenges.
CareCloud executed a significant capital structure simplification by redeeming Series B preferred stock using a new $50 million credit facility, reducing preferred dividends but increasing senior debt without common equity dilution.

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Coeur Mining, Inc.

CDE Q1 2026

Reported: 2026-05-08

Coeur Mining’s shares slipped 1.0% following a quarter that was broadly in line with expectations but lacked clear catalysts to drive the stock higher, as investors digested modest production growth and a reaffirmed 2026 outlook amid ongoing integration complexity.

Key takeaways

First quarter production benefited from only partial contributions (11 days) from the newly acquired New Afton and Rainy River mines.
Revenue reached $856 million with EBITDA increasing 12% sequentially and nearly quadrupling year-over-year to $475 million.
Free cash flow totaled $267 million despite over $200 million in quarter-specific and one-time charges.
The company reiterated full-year 2026 guidance targeting approximately 750,000 ounces of gold, over 20 million ounces of silver, nearly 60 million pounds of copper, and more than $3 billion in EBITDA.
Balance sheet strength improved significantly, with cash growing nearly 11-fold year-over-year to $843 million and successful refinancing initiatives completed.

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Celsius Holdings, Inc.

CELH Q1 2026

Reported: 2026-05-08

Shares declined 1.6% following the earnings release, reflecting investor caution despite revenue growth, as the company flagged Rockstar integration as a stabilization effort and offered a cautious near-term outlook on brand trajectory.

Key takeaways

Reported a record Q1 revenue of $783 million driven by portfolio expansion and share gains, now representing about 20.9% of the U.S. energy drink market.
Completed Alani Nu integration capturing approximately $50 million in synergies, simplifying operations and enhancing commercial alignment.
Rockstar brand integration remains in progress, with 2026 described as a stabilization year, signaling ongoing challenges and limited near-term upside from this segment.
Product innovation continued to support growth, with successful limited-time offers like Alani Nu’s Lime Slush and CELSIUS fizz-free platform expanding distribution.
Management emphasized disciplined SKU optimization and portfolio prioritization, but provided a guarded outlook amid broader consumer staples headwinds.

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Century Aluminum Company

CENX Q1 2026

Reported: 2026-05-08

Century Aluminum’s shares fell 5.9% following earnings as investors reacted negatively to a cautious outlook and headwinds in the alumina segment, which overshadowed solid operational progress and the Mt. Holly expansion ramp-up.

Key takeaways

Production ramp-up at Mt. Holly expansion is on schedule, with full impact expected in Q3; Q2 includes incremental volumes but no full run rate yet.
Restart of Potline 2 at Grundartangi proceeding as planned, with full production expected after new transformers arrive in Q4.
Jamalco refinery still recovering from Hurricane Melissa; faced challenges with lower quality bauxite and a weaker global alumina market due to Middle East conflict.
Increased energy costs partially offset by hedges; however, margin pressures emerged due to raw material and fuel price volatility.
Management highlighted strong safety and operational execution but maintained a cautious outlook amid global supply disruptions and market uncertainties.

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Chime Financial, Inc. Class A Common Stock

CHYM Q1 2026

Reported: 2026-05-08

Chime’s stock dropped 8.6% following earnings as investors reacted negatively to a cautious outlook and uncertainty around the new premium membership tier’s impact despite ongoing active member growth and improved profitability.

Key takeaways

Added nearly 700,000 active members in Q1, reaching a record 10.2 million active members.
Revenue grew 25% year-over-year, surpassing the high end of guidance, with over 13 points of adjusted EBITDA margin expansion.
Achieved first quarter of positive GAAP EPS, expecting full-year GAAP profitability.
Early adoption of Chime Prime shows promise but remains early with uncertainty about its contribution to revenue and retention.
Lending portfolio shows improving credit loss rates and low risk due to underwriting tied to recurring direct deposits.

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Compass Minerals International, Inc.

CMP Q2 2026

Reported: 2026-05-08

Compass Minerals shares rose 5.6% following Q2 results, driven by better-than-expected per-ton pricing and margin expansion in both Salt and Plant Nutrition segments, offsetting volume declines and ongoing operational challenges.

Key takeaways

Consolidated revenue declined 8% year-over-year to $453 million, primarily due to a 19% drop in salt tons sold amid timing and winter weather variability.
Adjusted EBITDA rose 3.3% to $86 million with margin improvement to 19.1%, reflecting higher per-ton operating earnings and cost control.
Salt operating earnings per ton increased 21% to $15.85 despite lower volumes, boosted by pricing gains and partially offset by higher distribution costs.
Plant Nutrition showed continued momentum and outperformance, prompting an upward revision to its segment outlook.
Company completed early redemption of $150 million senior unsecured notes, further deleveraging and improving financial flexibility.

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Commerce.com, Inc.

CMRC Q1 2026

Reported: 2026-05-08

The stock rose 7.6% following Commerce’s Q1 2026 earnings, driven by clear acceleration in key growth metrics and positive free cash flow, which appear to have reassured investors on operational progress and strategic positioning.

Key takeaways

Q1 revenue of $86.8 million and non-GAAP operating income of $12.4 million marked solid financial delivery amid ongoing transformation.
Gross merchandise volume (GMV) grew 14% year-over-year, accelerating from 12% growth in full-year 2025, signaling momentum in commerce activity.
GAAP net income was positive at $3.7 million, underscoring sustained operational discipline.
Operating cash flow and free cash flow were strong at $18.4 million and $14.1 million, respectively, supporting balance sheet strength with approximately $157 million in cash and equivalents.
Management emphasized the strategic shift to a data-centric, multi-layered commerce platform architecture aimed at capturing AI-driven commerce trends, positioning Commerce beyond a storefront-centric model.

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Coherent, Inc.

COHR Q3 2026

Reported: 2026-05-08

Coherent’s shares fell 4.9% post-earnings as investors reacted negatively to a cautious outlook on near-term capacity constraints and supply chain issues, despite strong demand and record backlog levels. Concerns around production bottlenecks and margin risks overshadowed the solid revenue growth.

Key takeaways

Revenue increased 9% sequentially and 27% year-over-year, showing accelerating growth momentum.
Datacenter & Communications segment, representing 75% of revenue, grew over 40% year-over-year, with data center sales alone up 37% year-over-year and 13% sequentially.
Gross margins expanded both sequentially and year-over-year, aided by the ramp of 6-inch indium phosphide production lines.
Production constraints remain a key challenge; the company only recently resolved bottlenecks in optical circuit switch (OCS) capacity and expects capacity growth to lag demand in the near term.
Management pushed back the long-term capacity ramp by at least a quarter and underscored the criticality of supply chain execution to realize backlog and revenue growth, prompting investor caution.

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Coinbase Global, Inc.

COIN Q1 2026

Reported: 2026-05-08

Coinbase’s shares rose modestly by 1.6% post-earnings, reflecting a broadly stable reception to results that balanced softer trading volumes against growth in derivatives and stablecoin activity without clear upside surprises.

Key takeaways

Q1 saw challenges from a softer crypto trading market, yet Coinbase grew trading market share to a new all-time high as customers consolidated activities on trusted platforms.
Derivatives trading showed strong momentum with over $200 million in annualized revenue, alongside rapid growth in prediction markets reaching $100 million annualized just two months after launch.
Stablecoin metrics remain a bright spot: USDC held within Coinbase products hit a new all-time high with 10x year-over-year growth in stablecoin transactions on the Base platform.
Assets on platform included 12 consecutive quarters of net native unit inflows despite declining asset prices, supporting Coinbase’s strategic emphasis on asset accumulation.
The company continues to advance its 2026 priorities around the Everything Exchange and payments, yet broader macro weakness in crypto trading volumes likely constrained upside for more significant share gains.

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Cerence Inc.

CRNC Q2 2026

Reported: 2026-05-08

Cerence's stock dropped 3.1% as investors reacted negatively to a cautious outlook and slower-than-expected ramp of key XUI revenues despite stable core automotive performance.

Key takeaways

Q2 revenue reached $64.2 million with adjusted EBITDA of $7.2 million and free cash flow of $13.6 million, reflecting stable execution.
XUI billings are increasing but the transition remains a multiyear rollout, with meaningful revenue growth expected in fiscal 2027 and beyond.
Recent large wins, including a Japanese automaker contract and BYD starting production, signal potential but are not yet fully reflected in current backlog or revenue.
Core Audio AI business remains sticky with renewals and new deals from major OEMs like BMW, Ferrari, and Toyota Europe, integrating generative AI features.
Management emphasized cost discipline and profitable growth but offered a cautious near-term revenue outlook amid ongoing implementation and contracting delays.

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CoreWeave, Inc. Class A Common Stock

CRWV Q1 2026

Reported: 2026-05-08

CoreWeave’s stock fell 17.3% after earnings as investors reacted negatively to a cautious outlook and indications of margin pressure despite strong growth in bookings and revenue backlog expansions.

Key takeaways

Revenue reached approximately $2.1 billion, up 32% quarter-over-quarter and 112% year-over-year.
Contracted power surpassed 1 gigawatt active and 3.5 gigawatts contracted, with most new capacity expected online by end of 2027.
New customer bookings exceeded $40 billion, pushing the contracted revenue backlog near $100 billion.
Pricing across key GPU products (A100s, H100s, H200s, L40s) increased quarter-over-quarter amid near-term capacity sellouts.
The company highlighted ongoing investments to broaden platform capabilities, with software, CPU, and networking ARR expected to surpass $100 million by year-end, but cautious commentary on pace and margins weighed on sentiment.

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CSP Inc.

CSPI Q2 2026

Reported: 2026-05-08

CSP Inc.’s stock edged down 0.2% following Q2 results that showed steady growth but continued delays in expanding AZT Protect deployments, signaling lingering concerns about the pace of customer adoption and site rollouts.

Key takeaways

Product sales grew 30% YoY; service business revenue increased 7% YoY, driven primarily by the U.S. Technology Solutions segment.
AZT Protect orders doubled compared to Q2 2025, with over 10 new land-and-expand deals, but expansion to additional customer sites remains slower than hoped due to stakeholder realignments and validation requirements.
A significant multi-site agreement signed in April, representing six-figure annual revenue from over two dozen U.S. sites of a global cement manufacturer, will be recognized in Q3.
Managed cloud and services practice grew 11% YoY, reflecting ongoing migration and operational support trends in cloud adoption.
Management acknowledges timing challenges in customer deployment cycles, tempering near-term visibility despite promising long-term fundamentals.

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Castle Biosciences, Inc.

CSTL Q1 2026

Reported: 2026-05-08

Castle Biosciences' shares fell 19.9% post-earnings, driven by investor disappointment likely tied to cautious 2026 revenue guidance given strong reported test volume growth, suggesting market skepticism about sustainability or margin pressures.

Key takeaways

Q1 revenue reached $83.7 million, supported by 36% year-over-year growth in core test report volumes.
DecisionDx-Melanoma test reports grew 16% year-over-year, with March hitting a record month.
TissueCypher volumes surged 58% year-over-year, also achieving an all-time monthly high in March.
The company raised 2026 revenue guidance to $345-$355 million, a modest increase from prior guidance, reflecting cautious outlook despite strong volume gains.
New clinical data published and presented reinforce product differentiation but have not translated into more aggressive growth assumptions.

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Cytek Biosciences Inc. Common Stock

CTKB Q1 2026

Reported: 2026-05-08

Shares of Cytek Biosciences declined 6.7% after the company’s Q1 results failed to fully reassure investors, primarily due to revenue deceleration in key regions, a cautious outlook, and shipment delays that pressured growth outside the U.S.

Key takeaways

Total Q1 revenue grew 6% year-over-year to $44.1 million but was weighed down by a 7% revenue decline in EMEA and a 13% drop in APAC including China.
U.S. revenue was a bright spot with a 32% increase to $24.4 million, driven by repeat sales to academic and biopharma customers and continued adoption of Aurora flagship instruments.
Recurring revenue (service and reagents) reached $18.4 million on a trailing 12-month basis, representing 35% of total revenue and growing 19% year-over-year.
Instrument unit volume rose 9% year-over-year, aided by solid uptake of the Aurora Evo system, which contributed 8% revenue growth in the analyzer category.
EMEA softness arose from Middle East conflict disruptions and end-of-quarter shipment delays, while APAC weakness reflected tough prior-year comparisons and timing shifts in China orders.

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CytomX Therapeutics, Inc.

CTMX Q1 2026

Reported: 2026-05-08

Shares dropped 3.6% following the earnings release, primarily due to cautious outlook and ongoing dose optimization challenges with Varseta-M. Investors responded negatively to the tentative guidance and need for further clinical dose refinement, tempering enthusiasm despite promising early data.

Key takeaways

Market reaction of -3.6% reflects investor concerns about the pace of clinical development and lack of clear near-term approval catalyst.
Varseta-M showed encouraging Phase I efficacy in late-line colorectal cancer with confirmed ORR between 20-32% and median PFS around 7 months.
Dose optimization ongoing with 40 patients enrolled in latest cohorts; final dose selection delayed until potentially late 2026 or early 2027.
Safety remains a key focus with updated management strategies aimed at reducing high-grade diarrhea, Varseta-M’s principal adverse event.
Combination studies with bevacizumab initiated to support earlier-line use, but data for these will not be available until next year, contributing to cautious outlook.

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Corteva, Inc.

CTVA Q1 2026

Reported: 2026-05-08

Corteva shares dropped 5.8% after earnings as cautious farmer outlook and concerns about volume sustainability overshadowed solid Q1 margin expansion and reaffirmed guidance.

Key takeaways

Q1 EBITDA rose 21% year-over-year with over 200 basis points of margin expansion, driven by price mix, volume gains, cost control, and currency benefits.
Seed segment showed strong North American volume, partly due to timing shifts, supported by price mix gains globally despite tight farmer margins.
Crop Protection volume grew with double-digit gains in new products and Spinosyns, reflecting demand for premium technologies.
Full-year guidance was reaffirmed but included risks, notably a projected 3%-4% reduction in U.S. corn acreage as farmers shift to soybeans.
Management acknowledged cautious and value-driven farmer sentiment, with increasing strategic crop mix decisions and geopolitical and input cost uncertainties potentially weighing on second-half performance.

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Box, Inc.

DBX Q1 2026

Reported: 2026-05-08

Dropbox shares rose 17.1% following Q1 results that beat expectations on both revenue growth and operating margin, driven by early success in AI-powered product initiatives and improvements in core business execution.

Key takeaways

Reported 2% year-over-year revenue growth excluding FormSwift, surpassing guidance at the high end of the range.
Unlevered free cash flow margin reached 38%, indicating disciplined cost management and margin expansion.
Mobile churn improved markedly with targeted retention efforts leading to a mid-single-digit percentage point reduction.
AI-driven product Dash saw encouraging early adoption, with over 30% of weekly engaged users repeatedly using AI features and stable retention patterns among new cohorts.
Emerging Dropbox Protect security solution shows potential to expand addressable market by addressing growing AI-related governance and compliance concerns.

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Delcath Systems, Inc.

DCTH Q1 2026

Reported: 2026-05-08

Delcath Systems' stock rose modestly by 2.0% following its Q1 2026 earnings, reflecting a mixed reception to solid early patient start metrics and ongoing progress in clinical trial site activations, tempered by cautious pacing on site expansions and patient enrollments.

Key takeaways

Activated 4 new centers in Q1, progressing toward 37 active centers by year-end and 40 centers expected by early 2027, down from previous pacing projections.
New patient starts per site tracked slightly above Q1 2025 levels, at approximately 0.7 new patients per site per month, helping to sustain revenue growth.
Enrollment in metastatic colorectal cancer trial remains slow with only 7 patients enrolled out of 13 active sites, though site activation and training continue to advance.
Metastatic breast cancer trial progressing with 4 active screening sites and plans to reach 15 sites by late 2026, alongside physician education efforts to build familiarity with liver-directed therapies.
The company is exploring expanded indications beyond colorectal and breast cancer, driven by interest in combination regimens similar to CHOPIN results.

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Mind Medicine (MindMed) Inc.

DFTX Q1 2026

Reported: 2026-05-08

MindMed’s shares fell 5.8% after the Q1 2026 earnings release, reflecting investor disappointment likely tied to cautious outlook and an implied deceleration in near-term progress given no new operational catalysts or guidance updates in the transcript.

Key takeaways

The company reiterated ongoing progress in its lead program DT120 ODT with multiple Phase III trials in MDD and GAD, including topline data expected later this quarter and in Q3.
Enrollment is complete or nearing completion in all key studies: EMERGE (149 participants), VOYAGE (214 participants), and PANORAMA exceeding 200 participants.
Clinical study designs remain powered to detect clinically meaningful placebo-adjusted differences; however, no updates on interim efficacy data or changes to timelines were provided.
Management emphasized the potential for durability of effect and upcoming data readouts but refrained from providing upward guidance or new visibility on commercialization or cash runway.
Lack of new positive operational developments or concrete catalysts likely contributed to investor caution, as reflected in the negative market reaction.

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The Walt Disney Company

DIS Q2 2026

Reported: 2026-05-08

Disney’s shares rose 8.1% following Q2 results that outpaced expectations, driven primarily by stronger-than-anticipated revenue growth across streaming and Disney Experiences. Investors appeared encouraged by accelerating streaming revenue growth and record segment income at the parks division.

Key takeaways

Total company revenue grew 7% year-over-year, with segment operating income increasing 4%.
Streaming revenue growth accelerated sequentially from 11% in Q1 2026 to 13% in Q2, driven by both subscription price increases and volume gains; advertising revenue also grew at double-digit rates.
Disney Experiences posted 7% revenue growth and 5% segment operating income growth, setting records for the second quarter despite ongoing attendance headwinds.
The company highlighted ongoing investments in local content internationally and strong upcoming franchise film releases to sustain long-term engagement and monetization.
Management anticipates improvement in domestic park attendance trends in Q3 as prior headwinds lap.

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Krispy Kreme Inc. Common Stock

DNUT Q1 2026

Reported: 2026-05-08

Shares declined 2.2% after earnings as investors digested a cautious growth outlook and modest performance, reflecting ongoing headwinds from refranchising-related transitions and limited U.S. volume expansion.

Key takeaways

System-wide sales expected to grow 2%–4% in 2026, driven primarily by international franchise expansion rather than U.S. volume growth.
Refranchising deals in Japan and the Western U.S. continue to shift sales mix toward franchisees, increasing franchise sales contribution from 25% to 42%.
U.S. network utilization remains low at 25%, indicating underleveraged capacity despite partnerships with Walmart and Target.
Margin improvements driven by cost-saving initiatives and logistics outsourcing, helping partially offset inflationary pressures like rising fuel costs.
Capital expenditures significantly reduced in Q1 to support positive free cash flow for the year, though growth remains cautious amid a dynamic macroeconomic environment.

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DXP Enterprises, Inc.

DXPE Q1 2026

Reported: 2026-05-08

Shares dropped 14% as investors signaled disappointment with the lack of clear outlook visibility and uneven sales momentum despite solid margin expansion and modest growth. The cautious tone on sales patterns and ongoing SG&A headwinds amid acquisition-related cost pressure weighed on confidence.

Key takeaways

Revenue rose 9.5% to $521.7 million, driven by a blend of organic growth and acquisitions, with sales per business day improving to $8.28 million.
Gross margin expanded nearly 80 basis points to 32.3%, benefiting from pricing discipline and product mix shifts toward higher-value engineered solutions.
Adjusted EBITDA margin came in at 11.1% with adjusted diluted EPS of $1.26; however, SG&A costs included discrete, one-time items linked to health care claims volatility and acquisition-related legal and audit expenses.
Sales trends showed weakness early in the quarter (notably January), only partially offset by improvements in February and March, raising concerns about demand consistency.
Segment performance was mixed: Innovative Pumping Solutions delivered strong 37.7% growth but lower-growth Service Centers (+3.3%) and Supply Chain Services (+2.7%) tempered overall results; Supply Chain still ramping new customer programs with gradual improvement expected.

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Equinox Gold Corp.

EQX Q1 2026

Reported: 2026-05-08

Shares declined modestly by 0.6% as investors digested a quarter marked by operational variability in ramp-up phases and weather challenges, with no clear upside catalysts to drive the stock higher.

Key takeaways

Gold production totaled 197 thousand ounces, with the Canadian platform contributing 87 thousand ounces amid ramp-up variability and harsh winter conditions.
Cash costs came in at $1,633 per ounce and all-in-sustaining costs at $1,950 per ounce, reflecting ongoing cost discipline despite operational challenges.
Adjusted EBITDA reached $527 million, with net income of $310 million ($0.39 per share) and adjusted net income of $234 million ($0.30 per share).
The company completed divestiture of Brazilian assets, repaid $990 million of debt, started a share buyback program, and declared its second quarterly dividend of $0.01 per share.
Canadian operations faced headwinds: Greenstone mine experienced reduced mining rates due to heavy snowfall, and Valentine’s early-stage mining suffered from winter disruptions and sequencing issues, though both show signs of improving throughput and productivity.

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Eversource Energy

ES Q1 2026

Reported: 2026-05-08

Shares declined 2.9% post-earnings as investors reacted to a cautious outlook driven primarily by a lowered transmission ROE from FERC and the resulting downward revision to 2026 guidance. The regulatory uncertainty and margin pressure in the transmission segment likely weighed on sentiment despite operational resilience during severe weather.

Key takeaways

FERC’s recent decision cut the transmission base ROE to 9.57%, below the company’s updated estimate of a fair 11.39%, prompting an appeal and a revision of 2026 guidance downward.
The Aquarion sale is pending final close after regulatory appeals expire mid-June, delaying expected balance sheet improvements.
Operationally, strong storm response restored power to over 500,000 customers during a severe blizzard, reflecting ongoing grid investments.
Macro headwinds noted include rising electricity demand in Massachusetts and a challenging regulatory environment impacting capital returns.
Company maintains a long-term earnings growth target of 5% to 7%, but near-term results and outlook are tempered by regulatory and margin pressures.

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Evergy, Inc.

EVRG Q1 2026

Reported: 2026-05-08

Evergy’s shares closed up modestly by 1.0% following first quarter results that broadly aligned with prior guidance, supported by continued progress in large customer contracts but without any significant upside to materially shift market sentiment.

Key takeaways

Delivered adjusted EPS of $0.69 in Q1 2026, up from $0.55 a year ago, driven by regulated investment recovery, weather-normalized demand growth, and large load customer revenues.
Signed a fifth large customer electric service agreement (ESA), adding to a pipeline that supports 7% to 8% annual retail load growth through 2030, with steady-state peak load commitments totaling approximately 3 gigawatts.
Reaffirmed full-year 2026 adjusted EPS guidance range of $4.14 to $4.34 and long-term EPS growth target of 6% to 8%+ annually through 2030.
Margins to benefit from amended ESAs and expansion opportunities, although upside from potential expansions and Tier 2 projects remains excluded from current financial plans.
Regulatory filings, including the 2026 Integrated Resource Plan, will incorporate updated demand growth assumptions and revised cost estimates, indicating ongoing strategic adjustments ahead.

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Exelon Corporation

EXC Q1 2026

Reported: 2026-05-08

Shares fell 3.8% as investors reacted negatively to a more cautious outlook marked by the withdrawal of key rate cases and significant capital reprioritization amid affordability challenges and shifting market dynamics.

Key takeaways

Exelon withdrew recently filed electric and gas rate cases at PICO, citing customer affordability and stakeholder feedback, signaling near-term funding pressure.
Management announced $350 million in incremental O&M savings in 2027 by pulling back on certain projects and reprioritizing capital expenditures.
The company reaffirmed full-year 2026 adjusted operating earnings guidance at $2.81 to $2.91 per share despite headwinds.
Utilities maintained top-tier reliability performance despite high-wind storm events, with ComEd ranked in the top decile for reliability.
Regulatory and legislative developments remain critical, with unresolved energy supply constraints in Maryland presenting ongoing affordability and reliability risks.

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Expedia Group, Inc.

EXPE Q1 2026

Reported: 2026-05-08

Expedia’s shares dropped 6.8% after the quarter, reflecting investor concerns about incipient deceleration and cautious commentary on macro headwinds despite solid execution earlier in the quarter and margin expansion.

Key takeaways

Bookings grew 13% and revenue increased 15% year-over-year, but growth slowed noticeably in March due to geopolitical tensions and travel advisories.
First quarter margin expanded by nearly 6 points, reaching the highest Q1 level in 15 years, driven by ongoing operational efficiencies.
Domestic U.S. room nights held steady, but softness in Mexico and reduced promotional activity from some B2B partners limited upside.
AI investments are highlighted as a future growth lever, improving personalization, supply onboarding, and customer service automation, though impact on bookings remains nascent.
Mid- and higher-tier loyalty member growth signals potential customer quality improvement but was not enough to offset near-term macro risks in the outlook.

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Fox Factory Holding Corp.

FOXF Q1 2026

Reported: 2026-05-08

Shares declined 2.1% as investors likely digested cautious commentary on consumer discretionary pressures, ongoing supply chain challenges, and slower growth in key segments despite steady top-line execution.

Key takeaways

Revenue of $368.7 million came in at the high end of guidance; adjusted EBITDA of $35.7 million exceeded guidance.
PVG segment sales grew 17.4% YoY, supported by timing dynamics, but automotive demand showed restraint amid rising gas prices.
AAG segment revenue increased a modest 2.6% YoY, weighed down by the divestiture of Phoenix operations.
Powersports business remained cautious with ongoing macro headwinds, despite structural improvements and OEM channel normalization.
Management emphasized continued cost reduction initiatives ($50 million targeted in 2026) and portfolio simplification focused on margin accretion.

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Freshpet, Inc.

FRPT Q1 2026

Reported: 2026-05-08

Shares dropped 7.1% following the earnings report as investors reacted negatively to a cautious outlook and signs of deceleration in key growth metrics, despite management’s optimistic commentary on market position and product innovation.

Key takeaways

Revenue growth in Q1 was ahead of the company’s guidance range but concerns remain over slower consumer demand momentum and cautious consumer spending trends.
Despite an expanded fridge network and e-commerce growth, management acknowledged macroeconomic volatility and potential shifts in consumer buying habits, particularly on trading up behavior.
Margins showed some improvement due to operational efficiencies and new technologies, but investors were not convinced these gains offset emerging risks.
Household penetration and market share gains continued, with Freshpet increasing share to 4.2% of the U.S. dog food and treats market, yet growth trajectory appears less certain.
Management’s modest increase in 2026 sales guidance was insufficient to offset worries about sustainability of growth and upcoming challenges in media and commercial mix evolution.

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Fastly, Inc.

FSLY Q1 2026

Reported: 2026-05-08

Fastly's stock plunged 39.7% following earnings, reflecting investor disappointment with the cautious outlook and indications of deceleration despite headline revenue growth and margin gains.

Key takeaways

Reported revenue of $173 million, up 20% year-over-year and near the high end of guidance.
Security revenue grew 47% year-over-year, comprising 22% of total revenue, signaling strong product momentum in this segment.
Compute category revenue increased 67% year-over-year, marking the largest quarter-on-quarter step-up in this segment's history.
Network Services grew 11% year-over-year, roughly double the market growth rate, supported by ongoing customer wins and platform reliability.
Management emphasized AI as a future growth driver with new product developments and pipeline momentum, but no explicit guidance upgrades were given.

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Fortuna Silver Mines Inc.

FSM Q1 2026

Reported: 2026-05-08

Fortuna Mining’s shares jumped 9.3% following quarterly results driven by record revenue and cash flow, underpinned by higher realized gold and silver prices. The market rewarded solid operational execution combined with clear visibility on growth projects and a strong balance sheet.

Key takeaways

Sales reached a record $342 million, benefiting from elevated gold and silver prices.
Adjusted net income was $111 million ($0.36 per share), setting a quarterly earnings record.
Adjusted EBITDA amounted to $219 million, while free cash flow from operations hit $174 million, the best quarterly cash generation to date.
Gold equivalent production totaled 72,900 ounces, supported notably by Seguela’s 14% sequential production increase to 42,016 ounces.
Strong liquidity position with $816 million total liquidity, including $493 million in net cash, enabling full funding of $330 million capital budget and ongoing share repurchases.

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Forward Air Corporation

FWRD Q1 2026

Reported: 2026-05-08

Shares of Forward Air plunged 46.2% following Q1 results due to investor concern over an anticipated substantial customer business transition beginning in early 2027 and a lack of actionable strategic alternatives, which cast doubt on future revenue stability and growth.

Key takeaways

Management disclosed that one of Forward Air’s largest customers plans to transition a significant portion of business to competitors starting early 2027, with majority of the transition expected through the year, creating revenue uncertainty.
A strategic review initiated in January 2025 resulted in no sale proposals; company now targets divestiture of non-core assets generating approximately $394 million in 2025 revenue to deleverage and focus core operations.
Q1 operating income improved to $20 million from $5 million year-over-year, but consolidated EBITDA declined slightly to $70 million from $73 million in the prior year, signaling margin pressure.
Market backdrop remains challenging with logistics industry complexities, including tariff changes and geopolitical risks affecting demand visibility.
Despite tightening capacity and potential for demand inflection in manufacturing indicators, management highlighted risks that may hamper near-term freight volume recovery.

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Gevo, Inc.

GEVO Q1 2026

Reported: 2026-05-08

Shares dropped 10.7% as investors reacted negatively to cautious outlook and ongoing execution risks, particularly surrounding financing challenges for Project NorthStar and the delayed capacity expansion timeline.

Key takeaways

Gevo withdrew from DOE loan guarantee process due to conditions misaligned with economic and timeline objectives, raising uncertainty about Project NorthStar financing.
Received nonbinding lender interest but final financing for Project NorthStar remains unsecured; completion targeted by year-end 2026.
Expansion of Gevo North Dakota plant capacity planned to double to 150 million gallons annually, with construction expected 18–24 months post-final investment decision, pushing growth farther out.
Reported fourth consecutive quarter of positive adjusted EBITDA with a 2026 target of approximately $30 million, up from $16 million last year, but the latter half depends on capacity debottlenecking and expansion.
Sold 57% of carbon attributes in Q1 and generated around 20,000 tons of engineered carbon dioxide removal credits with expanding customer base, but commercial ramp is still developing.

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Gilead Sciences, Inc.

GILD Q1 2026

Reported: 2026-05-08

Gilead’s shares fell 3.6% following earnings as investors reacted negatively to cautious near-term guidance implied by sequential sales declines and typical first-quarter seasonality, signaling deceleration despite solid year-over-year growth in key HIV products.

Key takeaways

Total product sales (ex-Veklury) reached $6.8 billion, up 8% year-over-year, but declined 12% sequentially, consistent with usual first-quarter inventory and channel mix effects.
HIV sales grew 10% year-over-year to $5.0 billion but fell 13% sequentially due to inventory normalization and lower average realized price.
Biktarvy HIV treatment sales increased 7% year-over-year to $3.4 billion but dropped 15% sequentially reflecting seasonal patterns.
Oncology continued progress with Trodelvy sales up 37% year-over-year and multiple expected regulatory catalysts in H2 2026.
Upcoming pipeline news and acquisitions signal longer-term growth, but near-term execution uncertainties weighed on sentiment.

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Gladstone Capital Corporation

GLAD Q2 2026

Reported: 2026-05-08

Gladstone Capital’s shares rose 4.0% post-earnings, reflecting investor approval of stable asset levels, incremental net investment income growth, and ample liquidity supporting ongoing investment opportunities despite a modest decline in interest income.

Key takeaways

Interest income declined 2.9% sequentially to $23.2 million driven by a 40 basis point decline in portfolio yield to 11.8%, partially offset by a 2.8% increase in earning assets.
Net investment income increased by $574,000 to $11.8 million, covering 116% of cash distributions and supporting a $0.52 per share payout.
Prepayment fees and dividends contributed an additional $2.2 million boost to other income compared to the prior quarter.
Total assets rose modestly to $925 million, with liabilities declining slightly to $442 million, leaving net assets at $483 million and NAV per share up from $21.13 to $21.36.
Leverage remains conservative at 92% of NAV, and borrowing capacity exceeds $150 million on a $365 million credit facility, providing flexibility to capitalize on new private equity-backed deals.

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Global Net Lease, Inc.

GNL Q1 2026

Reported: 2026-05-08

Global Net Lease’s stock rose modestly by 2.2% following Q1 2026 results that showed ongoing portfolio stabilization and strategic capital recycling, though the market’s tepid response suggests skepticism remains around growth acceleration and margin expansion.

Key takeaways

Portfolio occupancy improved to 97% from 95%, driven notably by office occupancy rising to 99% following the sale of a vacant office asset.
Investment grade tenant composition increased to 64% from 60%, supporting portfolio credit quality.
The announced all-stock acquisition of Motive Industrial is positioned to be leverage neutral and immediately AFFO accretive by approximately 4%, with a weighted average lease term extending from 5.9 to 6.7 years.
Capital recycling remains a key focus, with office dispositions ongoing and redeployment targeting single-tenant industrial and retail assets with strong tenants and attractive cap rates.
The share repurchase program has returned $158 million to shareholders, executed opportunistically while maintaining leverage discipline.

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Genworth Financial, Inc.

GNW Q1 2026

Reported: 2026-05-08

Shares rose 3.0% following the quarter as Enact’s cash flows and CareScout’s network expansion underscored progress on strategic priorities, supporting confidence despite limited detail on near-term profitability or margin trends.

Key takeaways

Genworth reported net income of $47 million and adjusted operating income excluding the closed block of $109 million for Q1.
Enact delivered adjusted operating income of $140 million, returning $99 million in capital to Genworth in the quarter.
The company repurchased $875 million of shares at an average price of $6.38 through April 30, 2026, reflecting confidence in capital allocation.
CareScout expanded its Quality Network significantly, adding senior living communities for the first time and covering 97% of the U.S. population aged 65+.
CareScout facilitated approximately 1,500 matches in Q1, including initial direct-to-consumer placements, signaling momentum in scaling the business.

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Gold Royalty Corp.

GROY Q1 2026

Reported: 2026-05-08

Gold Royalty Corp.’s shares rose modestly by 2.6% following its Q1 2026 earnings, reflecting a generally in-line performance with positive revenue and EBITDA growth but without a material beat that would ignite a stronger market response.

Key takeaways

Q1 revenue reached $9.4 million, supported by contributions from recent royalties acquired in late 2025 and early 2026.
Adjusted EBITDA increased significantly to $7 million, more than doubling from the prior quarter’s $3.2 million.
Reported 1,920 gold equivalent ounces (GEOs) in the quarter, annualizing to 7,680 GEOs, slightly above the low end of the 2026 guidance range of 7,500 to 9,300 GEOs.
Balance sheet remains strong with over $13.6 million in cash, zero debt, and a $150 million undrawn credit facility, positioning the company for self-funded growth.
Management emphasized a conservative approach to acquisitions and reiterated a long-term production growth target of near 500% by 2030, based entirely on existing royalties and streams.

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The Goodyear Tire & Rubber Company

GT Q1 2026

Reported: 2026-05-08

Goodyear's shares dropped 10.8% after the company highlighted weaker-than-expected demand in the Americas, margin pressure, and a cautious outlook driven by geopolitical uncertainty and ongoing industry headwinds.

Key takeaways

Americas segment faced significant weakness due to declining consumer and commercial demand, retailer and distributor destocking, and elevated manufacturer promotions.
Consumer OE demand in the Americas declined alongside lower OEM production; however, Goodyear gained approximately 2 points of OE market share.
Strategic portfolio rationalization and pricing discipline limited volume losses but weighed on near-term growth.
EMEA and Asia Pacific segments showed some operating income growth and margin improvement, supported by market share gains and premium product focus.
Management emphasized persistent uncertainty from geopolitical conflict impacting raw materials, consumer demand, and potential supply chain disruption, signaling caution for upcoming quarters.

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Knight Therapeutics Inc.

GUD.TO Q1 2026

Reported: 2026-05-08

Knight Therapeutics shares jumped 15.7% following a record quarter driven by significantly higher revenues and adjusted EBITDA, with strong contributions from multiple portfolio acquisitions and new product launches exceeding expectations.

Key takeaways

Reported Q1 2026 revenues reached $148 million, up 68-69% year-over-year, fueled by the inclusion of Sumitomo and Paladin portfolios and growth in promoted products.
Adjusted EBITDA surged 130% to $28 million, reflecting improved gross margins and despite a 44% increase in operating expenses to support the expanded portfolio.
Adjusted gross margin improved slightly to 48% of revenues versus 47% a year ago, driven by higher sales volumes.
The company executed four product launches during the quarter and advanced regulatory approvals in Brazil, Argentina, and Mexico.
Net cash position strengthened to $69 million with ongoing debt repayments and a leverage ratio below 0.7x, underpinning financial flexibility.

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GXO Logistics, Inc.

GXO Q1 2026

Reported: 2026-05-08

Shares rose 4.1% following GXO’s Q1 report, driven by raised full-year guidance, accelerating commercial momentum, and expanding margins that outpaced cautious expectations.

Key takeaways

Revenue increased 11% year-over-year to $3.3 billion, with organic growth of 4% across all regions despite mixed vertical performance.
Adjusted EBITDA rose 23% to $200 million, reflecting margin expansion initiatives underway.
Adjusted diluted EPS surged 72% to $0.50, supported by operational improvements and favorable leverage.
New business wins totaled $227 million, including strong contributions from aerospace and defense, technology (AI/cloud data centers), and consumer sectors (notably L’Oreal in Europe).
Management raised full-year guidance for adjusted EBITDA and EPS, now targeting 22% EPS growth at midpoint, underpinned by a record-high sales pipeline and strategic investments in commercial execution and AI-driven automation.

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Hecla Mining Company

HL Q1 2026

Reported: 2026-05-08

Shares jumped 6.0% following Hecla’s earnings as the company’s debt-free position, strong operating cash flow, and promising project pipeline reinforced confidence in robust margin and production growth prospects.

Key takeaways

Net long-term debt eliminated with $263 million senior note redemption completed in April, significantly strengthening the balance sheet.
Q1 revenue from continuing operations surpassed $410 million, up 13% sequentially and doubled versus Q1 2025.
Produced 3.9 million ounces of silver, a 3% increase from the prior quarter, supported by low cash costs near negative $3/oz and all-in sustaining costs below $10/oz.
Record adjusted EBITDA of $265 million and consolidated free cash flow of $144 million; every mine generated positive free cash flow.
Advancement of near-term projects including the low-capital pyrite concentrate circuit and tailings reprocessing at Greens Creek, alongside exploration investment nearly doubling in 2026, signals potential for sustained production growth beyond 16.5 million ounces guidance.

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Houlihan Lokey, Inc.

HLI Q4 2026

Reported: 2026-05-08

Shares rose modestly by 2.2% following earnings that showed steady revenue growth and record annual performance, but lingering geopolitical uncertainty and the delayed closing of key restructuring deals restrained a stronger market response.

Key takeaways

Fiscal year 2026 revenue reached a record $2.6 billion, up 10% year-over-year; adjusted EPS rose 20% to $7.56.
Fourth quarter revenue was $636 million with adjusted EPS of $1.63; Corporate Finance and Financial Valuation & Advisory posted their highest Q4 revenues ever.
Financial Restructuring segment revenue declined 3% year-over-year for the full year; Q4 was impacted by delayed closings of two large transactions and a 21% drop in transaction volume.
Corporate Finance closed 171 deals in Q4 (up from 147 last year) but average transaction fees decreased amid extended M&A timelines influenced by geopolitical tensions.
Management expects variability in near-term Corporate Finance growth due to prolonged deal timelines but maintains a positive longer-term outlook supported by a record backlog and active pipeline.

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The Honest Company Inc. Common Stock

HNST Q1 2026

Reported: 2026-05-08

The stock rallied 7.4% following a quarter marked by stronger-than-expected organic growth and record gross margin expansion, signaling investor approval of the company’s focused portfolio strategy and accelerating consumption trends.

Key takeaways

Organic revenue grew 3.9%, extending momentum from the prior year's double-digit growth.
Adjusted gross margin improved by 480 basis points to 43.5%, the highest in company history.
Total household penetration increased to 8.1%, adding 1.6 million new households over the past year.
Consumption growth was robust at 8.3%, driven by a 20% rise in unit volume.
The wipes portfolio showed notable traction with nearly 25% consumption growth and flushable wipes growing over 200%, advancing to the #4 brand position.

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Harley-Davidson, Inc.

HOG Q1 2026

Reported: 2026-05-08

Shares rose modestly by 2.7% following Harley-Davidson’s Q1 report, reflecting investor acknowledgment of solid North American motorcycle retail growth and improved dealer inventory health, despite significant declines in overall revenue and operating income driven by financial services and legacy businesses.

Key takeaways

Global retail motorcycle sales grew 8% year-over-year, led by a 14% increase in North America (24,000 units sold), with U.S. sales up 16% and Canada down 8%.
Dealer inventory reduced 22% year-over-year globally, helping balance supply with demand and improving inventory quality with about two-thirds of North American inventory now current 2026 models.
Consolidated revenue declined 12%, mainly due to a 54% drop in Harley-Davidson Financial Services (HDFS) revenue following strategic shifts to a capital-light model and portfolio sales.
Operating income fell sharply to $23 million from $160 million year-over-year, attributed to expected declines across Harley-Davidson Motor Company (HDMC) and HDFS segments; LiveWire’s $18 million loss was in line with projections and slightly better than prior year.
EPS dropped to $0.22 from $1.07 last year, reflecting profitability pressures from financial services transformation and lower operating income despite retail sales strength.

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Hudson Pacific Properties, Inc.

HPP Q1 2026

Reported: 2026-05-08

Hudson Pacific Properties shares rose 3.0% following a quarter that showed sequential occupancy gains and solid leasing momentum, particularly in tech-driven West Coast markets, alongside disciplined cost control and active capital recycling. The positive market reaction reflects investor approval of ongoing recovery and stability amid remaining studio segment challenges.

Key takeaways

Office portfolio occupancy increased 150 basis points sequentially to 77.8%, with leasing pipeline expanding 13% year over year to 2.4 million square feet.
Signed 554 thousand square feet of leases, nearly half (49%) were new leases, driven by strong demand from AI and tech tenants in the Bay Area and Silicon Valley.
Studio operations faced a $2.4 million revenue decline quarter-over-quarter due to lower activity in Coyote’s Lighting and Grip, Pro Supplies, and Fleet, partially offset by cost reductions.
G&A expenses were substantially reduced year over year, supporting improved cash flow and financial flexibility, with liquidity exceeding $930 million and no drawn credit facility.
Targeting $200 million in FFO-accretive asset sales in 2026, with two assets already under contract or at agreed prices, aligning with a focused portfolio strategy.

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IAC/InterActiveCorp

IAC Q1 2026

Reported: 2026-05-08

Shares dropped 6.5% as investors reacted negatively to signs of decelerating core web traffic and persistent challenges in sessions-based revenues, despite growth in off-platform audiences and nonsessions-based revenue streams.

Key takeaways

Core web sessions remained under pressure with continued declines in Google search traffic and open web traffic.
Off-platform audiences (Apple News, TikTok, Instagram, YouTube) grew 27% year-over-year, driving digital revenue growth.
Nonsessions-based revenue expanded 24% year-over-year and now represents 41% of digital revenue, up from 35% last year.
Sessions-based revenue held steady but remains a challenged segment within digital revenue streams.
Digital adjusted EBITDA margins improved to 20%, up from 18% a year ago, supported by diversified revenue and audience mix.

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ICU Medical, Inc.

ICUI Q1 2026

Reported: 2026-05-08

ICU Medical's shares jumped 5.7% post-earnings, reflecting investor approval of steady organic growth in key businesses and improving margins despite ongoing portfolio adjustments and FDA-related delays in new pump hardware approvals.

Key takeaways

Q1 revenue was $526 million, with 1% organic growth despite a 12% reported decline due to deconsolidation of the IV Solutions joint venture.
Consumables revenue grew 2% organically, while IV Systems posted stronger 6% organic growth, including record pump sales and robust capital equipment demand.
Vital Care revenue declined 14% organically, mainly driven by discontinuation of certain SKUs and portfolio rationalization; near-term organic revenue expected to be flat to slightly down.
Gross margins improved sequentially to above 41%, driven by favorable product mix in infusion businesses.
FDA has raised testing requirements for new Medfusion and CADD pump hardware, delaying launches but not indicating product issues; management prioritizes completion of expanded testing.

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InfuSystem Holdings Inc.

INFU Q1 2026

Reported: 2026-05-08

Shares of InfuSystem plunged 17.1% following a disappointing quarter marked by margin pressure and a cautious outlook, despite reported pro forma revenue growth that failed to offset concerns over contract restructuring and segment declines.

Key takeaways

Reported Q1 revenue declined 3% year-over-year to $33.7 million, largely due to $1.6 million lower revenue from GE Healthcare contract restructuring.
On a pro forma basis excluding the restructuring impact, revenue grew 1.7%, driven by higher patient service revenues (+6.4%) including oncology (+2.4%) and wound care (~112% growth).
Device Solutions revenue dropped 17%, primarily reflecting the loss of GE Healthcare contract revenue.
Adjusted EBITDA was approximately $6.4 million, flat year-over-year, with a modest margin increase to 18.9%, but expected to remain in the low-to-mid 20% range partly due to IT upgrade costs.
The ERP system implementation was a major milestone but initial post-go-live issues add uncertainty around near-term operational efficiencies.

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International Seaways, Inc.

INSW Q1 2026

Reported: 2026-05-08

The market responded positively with a 6.8% gain, reflecting investor approval of record net income, a significant dividend increase, and disciplined capital allocation despite ongoing market volatility and operational challenges.

Key takeaways

Reported record net income of $286 million ($5.75 per diluted share); adjusted net income was $194 million ($3.90 per diluted share).
Declared a record quarterly combined dividend of $4.55 per share, more than doubling the prior quarter’s payout, anchored by an 85% payout ratio and a discretionary component.
Sold 7 aging vessels (average 17 years old) for $216 million as part of ongoing fleet optimization and continue to introduce new LR1 vessels; 2 delivered so far in 2026, 2 more expected in Q3.
Enhanced strategic positioning with sole ownership of Tankers International, expanding into Suezmax charters, and securing a new 3-year time charter at $40,000/day.
Maintained strong liquidity with $918 million in total capacity, including nearly $380 million cash and $540 million undrawn revolver, supported by vessel sales and disciplined balance sheet management.

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Iovance Biotherapeutics, Inc.

IOVA Q1 2026

Reported: 2026-05-08

Shares of Iovance Biotherapeutics declined 11.5% following the earnings release, reflecting investor disappointment primarily driven by cautious full-year guidance and signs of operational deceleration despite solid revenue growth.

Key takeaways

Q1 revenue grew approximately 45% year-over-year, driven by Amtagvi adoption.
Q2 revenue guidance of $86 million to $88 million implies a more modest sequential growth trajectory despite continued uptake.
Full-year 2026 revenue guidance was set at $350 million to $370 million, reflecting cautious outlook relative to implied peak sales potential.
Temporary manufacturing capacity reductions earlier in the quarter impacted production continuity, though in-house manufacturing is now fully resumed.
Margin improvement is expected over time from operational efficiencies, but no near-term margin expansion details were provided.

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Iris Energy Limited Ordinary Shares

IREN Q3 2026

Reported: 2026-05-08

IREN Limited’s shares edged up modestly by 0.4% post-earnings, reflecting a largely in-line quarter without material surprises. While execution and customer traction remain steady, the market response indicates cautious sentiment around the pace of near-term capacity builds and incremental ARR growth.

Key takeaways

Secured power capacity increased to 5 gigawatts with new sites in Europe and APAC; Horizon One GPU commissioning underway at Childress.
Annual recurring revenue (ARR) under contract reached $3.1 billion, with a 2026 target of $3.7 billion.
Signed a $3.54 billion five-year AI cloud contract with NVIDIA, marking a strategic partnership tied directly to GPU deployment milestones.
Maintained a strong cash position of $2.6 billion as of April 30, supporting ongoing GPU, data center, and corporate financing initiatives.
Expanding operational capability through acquisition of Mirantis, adding 650 engineers and operators to bolster infrastructure delivery.

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Jumia Technologies AG

JMIA Q1 2026

Reported: 2026-05-08

Jumia's better-than-expected GMV growth and improved adjusted EBITDA loss drove a positive 4.2% stock reaction, reflecting investor approval of the continued progress on profitability and platform monetization.

Key takeaways

GMV grew 32% year-over-year, driven by broad-based growth across core markets and improved marketplace fundamentals.
Adjusted EBITDA loss narrowed to $10.7 million from $15.7 million in Q1 2025; excluding one-time Algeria exit costs, the loss was $9.7 million, a 38% improvement year-over-year.
Revenue rose 39% to $50.6 million, supported by higher usage, improved monetization, and strength in first-party sales and international partnerships.
Fulfillment cost per order remained flat on a reported basis but declined 10% on a constant currency basis, aided by operational efficiencies and better logistics rates.
Quarterly cash burn increased seasonally to $15.3 million but showed a favorable trajectory compared to prior year, supporting confidence in full year profitability targets.

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Kyndryl Holdings, Inc.

KD Q4 2026

Reported: 2026-05-08

Kyndryl’s shares dropped 14% following the earnings release as investors reacted negatively to ongoing revenue headwinds, prolonged sales cycles, and a cautious outlook despite margin expansion and consulting growth.

Key takeaways

Adjusted pretax income grew with margin expansion, and free cash flow exceeded $400 million in fiscal 2026.
Revenue and signings were pressured by extended sales cycles and customers’ cautious IT spending decisions amid complex market dynamics.
Kyndryl Consult delivered its third consecutive year of double-digit revenue growth, supported by investments in AI and advanced consulting capabilities.
Hyperscaler-related revenue reached nearly $2 billion, reflecting a strong multi-year growth trajectory from virtually zero four years ago.
The company anticipates fiscal 2027 growth driven by high-value consulting and hyperscaler engagements, though slower recovery in other segments and direct procurement by customers from IBM remain headwinds.

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Kosmos Energy Ltd.

KOS Q1 2026

Reported: 2026-05-08

Kosmos Energy shares dropped 11.6% after the quarter as investors reacted negatively to the cautious outlook stemming from production deceleration risks and a lag in price realization despite record production and prevailing high oil prices.

Key takeaways

First quarter production increased by approximately 25% year-over-year, driven by ramp-ups at the GTA and Jubilee fields.
Operating costs fell by around 22%, and net debt was reduced by roughly 7% from year-end 2025.
Despite record high price benchmarks and widening differentials, Kosmos will not fully realize these pricing benefits until the second and third quarters due to contract and pricing lags.
Jubilee production reached about 70,000 barrels per day in Q1, with growth expected mid-year; however, a production gap is anticipated in Q2 due to the operator’s strategy of drilling multiple wells before simultaneous completion.
Market concerns likely centered on the delayed price benefit recognition and potential near-term production fluctuations, limiting optimism despite positive operational trends.

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Repro Med Systems, Inc.

KRMD Q1 2026

Reported: 2026-05-08

KORU Medical Systems’ Q1 revenue growth and international expansion drove a 4.7% stock gain, with top-line results and strategic execution outperforming expectations despite modest near-term contributions from new assets.

Key takeaways

Revenue rose 22% year-over-year to $11.8 million, reflecting strength in recurring patient volumes and new patient diagnosis starts.
Domestic core business grew 12%, fueled by legacy account retention and competitive conversions, maintaining momentum in the SCIg market.
International revenue surged 35%, supported by prefilled syringe conversions in Europe and new market distributor orders.
Progress continued on non-Ig pipeline assets with Phase III trial advancements and submission of a 510(k) for the Freedom Infusion System with deferoxamine.
Management reiterated full-year guidance across revenue, margins, adjusted EBITDA, and cash flow, underscoring confidence in strategic priorities and sustainable profitability.

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nLIGHT, Inc.

LASR Q1 2026

Reported: 2026-05-08

nLIGHT, Inc. delivered a substantial beat on both revenue and margins, driving a 3.7% stock gain as the market rewarded its strong top-line growth and record-adjusted EBITDA.

Key takeaways

Q1 revenue reached $80 million, up 55% year over year, led by aerospace and defense sales growing 69% to $55 million.
Product gross margin expanded significantly to a record 44%, up from 33% a year ago, demonstrating operational leverage.
Adjusted EBITDA set a new quarterly record at $14 million, reflecting disciplined cost control alongside revenue growth.
The company raised over $190 million in a follow-on equity offering, boosting cash reserves to approximately $330 million for scaling manufacturing and R&D.
Continued progress in directed energy programs, including production-ready Hades high-energy lasers and multi-megawatt system development, supports a positive long-term growth outlook.

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L Brands, Inc.

LB Q1 2026

Reported: 2026-05-08

Shares declined 1.5% following the quarter despite management’s raised full-year guidance, likely reflecting investor caution about the anticipated Q1 sequential softness and modest commercial activity early in the year.

Key takeaways

Q1 revenue and adjusted EBITDA grew approximately 16% year-over-year, with an adjusted EBITDA margin of 88%.
Sequential results were softer versus Q4, consistent with seasonality in service-related payments linked to operator activity.
Management raised full-year guidance based on an accelerating commercial pipeline and improved macroeconomic environment.
Commercial momentum is expected to pick up in Q2 and beyond, driven by new contracts and bolt-on acquisitions expanding surface acreage to over 320,000 acres.
The company emphasized its asset-light, fee-surface ownership model, highlighting strategic long-term leases such as the 3,400-acre data center campus agreement with PowerBridge.

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LifeVantage Corporation

LFVN Q3 2026

Reported: 2026-05-08

LifeVantage shares fell 8.6% after Q3 fiscal 2026 results as investors reacted negatively to guidance concerns and signs of deceleration in key sales metrics, overshadowing the strategic initiatives management highlighted.

Key takeaways

Despite management's emphasis on new programs and digital investments, the company signaled a cautious outlook reflecting slower than expected top-line growth.
Momentum within the consultant community remains a key focus, but recent sales trends indicate deceleration in this critical segment.
Although e-commerce platform upgrades are underway, these investments weigh on near-term margin expansion and results.
The balance sheet remains strong with no debt and ample cash reserves, providing financial flexibility amid operational challenges.
Management’s commentary emphasized long-term growth initiatives, yet failed to offset investor concerns about near-term performance headwinds.

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Comstock Mining Inc.

LODE Q1 2026

Reported: 2026-05-08

Shares fell 10.1% following the quarter as investors reacted negatively to a cautious outlook marked by slower-than-expected operational ramp-up and margin pressure during the transition to commercial scale.

Key takeaways

Net loss of $9.4 million was roughly flat year-over-year, with half of the loss stemming from mining and Bioleum, and the other half from metals and corporate segments.
Total operating expenses increased by $1.7 million due to higher headcount, facility costs at the new industry-scale plant, and growing commercialization and marketing spend.
Revenue was limited to pilot plant operations and deferred solar collections, with meaningful scale expected only once the commercial plant begins customer demonstrations in June.
Liquidity remains strong with over $53 million in cash, following recent $57.5 million equity financing and elimination of legacy debt, reducing interest expense to near zero.
Management reiterated focus on monetizing noncore mining and real estate assets and transitioning from project-based to throughput-driven revenue, but timelines and profitability hinges on achieving target facility utilization rates.

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Liquidity Services, Inc.

LQDT Q2 2026

Reported: 2026-05-08

Liquidity Services shares declined 2.8% following earnings, reflecting investor caution despite solid profit growth, likely due to muted GMV expansion in key segments and less upbeat growth in GovDeals amid weather disruptions.

Key takeaways

Consolidated segment direct profit rose 18% year over year, with adjusted EBITDA up 37%.
Retail segment GMV grew 10%, with direct profit up 29%, driven by higher consignment flows post-holiday season.
GovDeals reported only 5% GMV growth due to significant winter weather impacts, though direct profit increased 12%.
CAG segment GMV grew 3%, and direct profit increased 11%, supported by growth in high-margin consignment flows and a 36% increase in unique bidders.
The company ended the quarter with $204 million in cash and zero financial debt, while expanding its buyer base to 6.3 million registered buyers.

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LTC Properties, Inc.

LTC Q1 2026

Reported: 2026-05-08

LTC Properties shares edged up 1.7% post-earnings, reflecting investor caution despite progress scaling SHOP assets and steady guidance with no clear upside catalyst to drive a stronger move.

Key takeaways

On track with $600 million SHOP acquisition midpoint guidance; over halfway there with $120 million closed year-to-date and $250 million expected in Q2.
SHOP portfolio projected to represent 45% of total investments and 40% of annualized NOI by year-end, with 14% pro forma growth at the midpoint for core SHOP assets.
Pro forma portfolio growth expected at 5% to 7% with SHOP weighting, up from low 2% range in triple-net leases; platform investments ongoing to support scaling.
Strong liquidity position with $585 million on hand and $190 million anticipated from disposals and loan payoffs; leverage remains stable at 4.4x debt/EBITDA.
Pipeline remains robust with $5 billion in opportunities under consideration, but operational risks and margin impact from transitional costs persist.

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Live Nation Entertainment, Inc.

LYV Q1 2026

Reported: 2026-05-08

Live Nation's shares rose 6.5% post-earnings as the company highlighted accelerating supply growth across global venues and strong demand particularly in amphitheaters, signaling optimism about revenue recovery and margin improvement in upcoming quarters.

Key takeaways

Growth weighted more heavily in Q3 due to increased stadium and amphitheater activity; management expects strong AoI and margins in Q3 and Q4.
Amphitheaters show robust momentum with double-digit increases in ticket sales and higher show counts versus last year, despite typical cancellation rates remaining low.
Global touring supply is expanding, with diversity in artists and regions driving overall growth in concerts and festivals worldwide.
International markets, especially Latin America, outpace U.S. growth, reflecting a broadening revenue base.
Regulatory proceedings remain unresolved with a court hearing scheduled, leaving potential risks on settlement and remedy timing.

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McDonald's Corporation

MCD Q1 2026

Reported: 2026-05-08

McDonald's shares declined 2.9% following Q1 results as investors digested modest comparable sales growth paired with ongoing cost pressures and a cautious outlook amid a tough operating environment, signaling tempered confidence despite stable execution.

Key takeaways

Global comparable sales grew 3.8%, with system-wide sales up 6% in constant currency.
Market share gains were reported in nearly all of McDonald’s top 10 markets, reflecting steady competitive positioning.
The company emphasized value leadership with initiatives like expanded affordable menu items under $3 and a $4 breakfast deal in the U.S.
Marketing campaigns leveraged culturally relevant partnerships (e.g., Super Mario, KPop Demon Hunters), supporting traffic and brand engagement.
The operating environment remains uncertain, particularly due to geopolitical risks in the Middle East, although direct impacts on Q1 results were limited.

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McKesson Corporation

MCK Q4 2026

Reported: 2026-05-08

McKesson shares declined modestly by 1.0% following its fiscal Q4 2026 report, reflecting investor caution amid a muted outlook for fiscal 2027 despite stable operational execution and ongoing strategic progress.

Key takeaways

Adjusted earnings per diluted share grew 18% in fiscal 2026, supported by growth across strategic platforms.
Operating cash flow reached $6.2 billion, surpassing internal plans, with $5.1 billion returned to shareholders.
Continued progress on Medical-Surgical Solutions separation, including transition service agreements and minority investor partnership with Apollo.
Fiscal 2027 EPS guidance range set at $43.80 to $44.60, lacking upward revision and suggesting limited near-term earnings acceleration.
Strategic initiatives such as oncology platform expansion and technology adoption continue, though offset by restrained margin commentary and cautious outlook.

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MetLife, Inc.

MET Q1 2026

Reported: 2026-05-08

Shares declined 2.6% after earnings as investors appeared cautious despite solid top-line growth and resilient margins, likely reflecting concerns around segments with margin pressures and flat to modestly mixed capital market impacts.

Key takeaways

Adjusted earnings rose 18% year-over-year to $1.6 billion, with adjusted EPS up 23% reflecting efficient capital management.
Premiums, fees, and other revenues grew 10%, driven by broad-based growth across nearly all businesses and regions.
Variable investment income remained strong at $518 million pretax, supported by private equity and venture capital returns.
Operating margins showed resilience, with a direct expense ratio improving to 11.9% despite integrating PineBridge’s higher-cost structure.
MetLife Investment Management (MIM) saw a 68% earnings increase following the PineBridge acquisition, although institutional AUM decreased 1.9% sequentially due to market declines.

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MarketAxess Holdings Inc.

MKTX Q1 2026

Reported: 2026-05-08

Shares declined 0.9% following earnings, reflecting investor caution despite record revenues and volume growth, likely due to concerns over softer April trading volumes, market share pressure from new issuance, and cautious outlook on near-term trading trends.

Key takeaways

Total revenue rose 12% to a record $233 million, driven by strong growth (20%) outside U.S. credit and sustained momentum in new initiatives contributing roughly half of incremental revenue.
Trading ADV reached record highs, supporting record commission revenue and double-digit growth in variable transaction revenue across credit products and U.S. treasuries.
Emerging markets franchise expanded significantly, with 30% volume growth and increased client participation, contributing 68% of credit incremental commission revenue over the trailing 12 months.
U.S. high-grade market share declined in April, impacted by historically high new issuance activity and inflated TRACE volumes from duplicate reports; adjustments suggest share erosion was partially artificial.
Management highlighted a challenging April with declining trading volumes due to lower volatility and tighter credit spreads, signaling potential near-term deceleration despite longer-term strategic investments and technology advancements.

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Maximus, Inc.

MMS Q2 2026

Reported: 2026-05-08

Maximus’s shares edged up 0.5% following Q2 results largely in line with expectations, reflecting steady revenue but limited upside amid ongoing segment challenges and cautious near-term outlook.

Key takeaways

Revenue came in at $1.31 billion, consistent with guidance and prior expectations, with U.S. Federal Services revenue down year-over-year due to lapping natural disaster work but up 1.5% organically.
Adjusted EBITDA margin improved to 14.4%, aided by automation initiatives, supporting a slight increase in adjusted EPS to $2.07 from $2.01 a year ago.
U.S. Federal Services segment margin expanded to 17.6%, prompting a raised margin guidance for the segment.
U.S. Services segment revenue declined to $416 million, still impacted by a non-cash $6.9 million asset impairment, though margin excluding this charge improved sequentially.
Outside U.S. segment remains unprofitable with a $3.1 million operating loss, as the company continues to reshape this business and pursue growth opportunities in select geographies.

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Monster Beverage Corporation

MNST Q1 2026

Reported: 2026-05-08

Monster Beverage's shares rose 11.8% post-earnings, reflecting strong top-line growth that comfortably outpaced expectations amid broad-based geographic gains and ongoing category expansion.

Key takeaways

Net sales reached a record $2.35 billion in Q1 2026, up 26.9% year-over-year.
Double-digit sales increases were reported across all geographic segments.
The global energy drink category sustained healthy growth, with Nielsen data showing U.S. category sales up 10.7%, EMEA up 10.5%, APAC up 16.7%, and LATAM up 15.6% year-over-year.
Marketing investments and partnerships, including those with Coca-Cola and in high-profile sports sponsorships, continued to drive consumer engagement and brand visibility.
The modest impact of tariffs and aluminum price increases was noted, with continued cost pressures expected but currently manageable.

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Matador Resources Company

MTDR Q1 2026

Reported: 2026-05-08

Matador Resources shares fell 4.3% post-earnings, driven by investor concerns over a cautious outlook and deceleration in growth momentum despite a modest production increase and stable capital spending.

Key takeaways

Production increased in Q1 2026 but growth remains modest compared to historical trends.
Capital spending was kept flat or slightly down, reflecting a deliberate, measured approach to growth.
Debt reduction continues to be prioritized, supporting a stronger balance sheet.
Management emphasized operational efficiency and optionality but refrained from raising full-year growth guidance.
Midstream assets are viewed as potential catalysts to ease pricing headwinds later in the year, though near-term challenges persist.

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Materialise NV

MTLS Q1 2026

Reported: 2026-05-08

Materialise shares declined 3.7% following the Q1 report, driven primarily by cautious outlook commentary and the transfer of non-core businesses, which signals a strategic refocus but also raises near-term uncertainty around segment revenue growth and margin trajectory.

Key takeaways

Materialise completed the transfer of RapidFit and its eyewear business to management teams, exiting these non-core units to sharpen focus on core segments; financial terms were undisclosed.
The Medical segment expanded its cranio-maxillofacial portfolio with new custom-made PEEK implants, providing surgeons with an alternative to Titanium and enhancing the integrated digital workflow.
Launched OrthoView 3D Hip, extending surgical planning capabilities from 2D X-ray to CT scan-based workflows, leveraging proprietary segmentation and modeling technologies.
Software innovation continued with the rollout of CO-AM Professional, aimed at automating additive manufacturing operations; early access and presales are underway, with full availability expected mid-year.
Despite product launches and structural moves, management’s cautious tone regarding outlook and strategic divestitures likely weighed on investor sentiment, contributing to the share price decline.

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Cloudflare, Inc.

NET Q1 2026

Reported: 2026-05-08

Shares declined 21.2% as investors reacted negatively to an apparent deceleration in dollar-based net retention and cautious signals around margin trends, overshadowing solid revenue growth and customer expansion.

Key takeaways

Revenue rose 34% year-over-year to $639.8 million, driven by growth in large customers contributing 72% of total revenue.
Dollar-based net retention slipped 2% sequentially to 118%, indicating some weakening in customer spending momentum despite a 7% year-over-year increase.
Gross profit margin was 72.8%, with operating margin at 11.4%, suggesting potential margin pressures relative to prior periods.
The company added a record number of $5 million-plus customers in the quarter, signaling continued strength in landing large deals.
Free cash flow was $84.1 million, described as strong but apparently insufficient to offset concerns from slower net retention and cautious outlook cues.

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NerdWallet Inc. Class A Common Stock

NRDS Q1 2026

Reported: 2026-05-08

Shares dropped 10.3% after earnings as investors reacted poorly to a cautious outlook and margin pressure driven by weaker-than-expected monetization in the auto insurance vertical and a more conservative lower bound on full-year non-GAAP operating income guidance.

Key takeaways

Revenue rose 6% year-over-year to $222 million, supported by strong growth in Consumer banking and personal loans, but offset by declines in credit cards and SMB segments.
SMB revenue declined 15% year-over-year due to ongoing organic search headwinds.
Non-GAAP operating income of $34 million (15% margin) set a Q1 record but involved higher performance marketing spend partially offset by lower brand marketing.
Management lowered the lower end of full-year NGOI guidance to $85 million, citing weaker auto insurance partner monetization impacting Q1 and expected to weigh further in Q2.
The company is intensifying investments in its branded insurance agency and technology integration, acknowledging near-term margin pressure but aiming to build long-term growth avenues.

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NetScout Systems, Inc.

NTCT Q4 2026

Reported: 2026-05-08

The stock jumped 10.1% post-earnings as investors rewarded NetScout’s beat on revenue growth and margin expansion driven by outperformance in Cybersecurity and ongoing innovation across product lines.

Key takeaways

Full fiscal year 2026 revenue rose 4.5% to approximately $860 million, backed by balanced growth in Cybersecurity (+8%) and Service Assurance (+3%).
Diluted EPS grew nearly 12% to $2.48, surpassing the top end of guidance, supported by expanded gross and operating margins.
Cybersecurity continues to be a key growth engine, fueled by AI-enhanced DDoS protection and increased adoption of adaptive threat mitigation solutions.
Service Assurance saw steady demand from enterprise verticals, particularly federal and nonfederal government, with investments in AI and observability driving innovation.
Recent tuck-in acquisition of DigiCert’s DDoS protection assets enhances control over the Arbor Cloud network, setting the stage for scalable cloud service expansion.

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Natera, Inc.

NTRA Q1 2026

Reported: 2026-05-08

Natera’s stock dropped 9.7% after the company lowered full-year revenue guidance by over $120 million and raised R&D spend by $50 million, signaling investor concerns over margin pressure and cautious outlook despite strong volume growth.

Key takeaways

Revenue for Q1 reached $697 million, a 39% year-over-year increase, driven by robust volume growth across women's health and oncology segments.
Oncology volumes rose 55% year-over-year to 249,000 clinical units, setting a new quarterly record.
The new Fetal Focus product is gaining traction rapidly with nearly 200,000 orders on an annualized run rate following a successful clinical trial (EXPAND).
Gross margin for Q1 slightly exceeded original guidance at nearly 65%, but was negatively impacted by higher-than-normal samples in process, compressing margins by about 2 percentage points.
Management raised full-year gross margin guidance slightly to 65% midpoint but increased R&D expense forecast by $50 million to accelerate clinical trials, reflecting a more cautious outlook on near-term profitability.

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NVE Corporation

NVEC Q4 2026

Reported: 2026-05-08

Shares rose 4.2% as the company delivered better-than-expected growth in nondefense product sales and improved profitability, overshadowing ongoing weakness in defense-related revenues and contract R&D.

Key takeaways

Total revenue increased 5% year-over-year to $7.65 million in Q4, driven by a 34% increase in nondefense product sales.
Defense sales declined sharply by 79% year-over-year, consistent with volatile defense procurement cycles.
Gross margin slightly compressed to 78% from 79%, but operating expenses fell 19%, aiding a 27% increase in net income to $4.9 million ($1.02/share).
Contract R&D revenue decreased 19%, with expectations for recovery in the coming fiscal year.
Fiscal 2026 capital expenditures peaked at $2.19 million as the company completed a multi-year expansion, with capex expected to decline significantly in fiscal 2027.

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Northwest Natural Holding Company

NWN Q1 2026

Reported: 2026-05-08

Northwest Natural Holding’s stock declined 4.8% following the earnings release, reflecting investor disappointment with the cautious regulatory outlook and the piecemeal progress on multi-year rate cases across key jurisdictions, which cloud near-term earnings visibility despite stable execution.

Key takeaways

Reaffirmed 2026 guidance but progress on regulatory initiatives remains non-committal, particularly in Oregon where multi-year rate case outcomes are uncertain and could extend into 2027.
Filed multiple rate cases seeking incremental revenue increases: $20.1 million in year one in Washington (pending approval), $12 million in Texas for C Energy, and smaller proposed rate bumps in Oregon and water/wastewater segments.
Continued strong operational performance with healthy customer growth noted in Texas gas utility (16% organic increase), but the stock reaction suggests investor concern about regulatory lag and resultant earnings risk.
Investing heavily in water and wastewater infrastructure with ongoing rate cases, but regulatory cadence is evolving and not yet fully predictable.
Efforts to reduce regulatory lag via formula rates and multi-year cases are in early stages, leaving near-term margin and earnings stability less certain.

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Nexstar Media Group, Inc.

NXST Q1 2026

Reported: 2026-05-08

Nexstar's shares edged up 2.8% post-earnings, reflecting a cautious investor stance given ongoing legal uncertainties surrounding the TEGNA acquisition and the modest contribution of only 13 days of TEGNA results. While revenue and cash flow metrics appear solid, the market is likely digesting operational integration risks and the unresolved litigation over the merger.

Key takeaways

Reported record net revenue of $1.4 billion, including 13 days of contribution from the recently acquired TEGNA.
Delivered adjusted EBITDA of $470 million and adjusted free cash flow of $420 million, consistent with management’s focus on cash generation.
Legacy Nexstar units advanced operating expense savings, notably through cost reductions at The CW and improved core operating efficiencies.
The CW network moved closer to profitability, showing year-over-year margin improvement and aiming to be profitable by Q4 2026.
Legal challenges from DIRECTV and state attorneys general continue to cloud the merger’s integration and long-term benefits despite regulatory approvals and concessions made.

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Realty Income Corporation

O Q1 2026

Reported: 2026-05-08

Realty Income’s shares declined 2.8% following earnings, reflecting investor caution despite modest guidance raise and solid capital deployment, as the broader outlook and margin pressures tempered enthusiasm.

Key takeaways

AFFO per share increased 6.6% year-over-year to $1.13 for Q1 2026, supported by disciplined capital deployment totaling approximately $2.8 billion at a 7.1% initial yield.
Raised full-year AFFO per share midpoint guidance by $0.025, a roughly 60 basis points increase, signaling modest confidence but not enough to drive a positive stock reaction.
Deployed $1 billion in credit and structured investments, including mezzanine loans secured by investment-grade tenants, enhancing portfolio diversification but potentially reflecting a cautious approach to traditional real estate acquisitions.
Generated $40.2 million in lease termination income during the quarter, boosting cash flow, with an increased full-year outlook to $45-$50 million, indicating some one-time boosts rather than organic growth.
Management emphasized growth via private capital partnerships and diversified capital sources, though these strategic shifts may have raised concerns about dilution or execution risks among investors.

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Blue Owl Capital Corporation

OBDC Q1 2026

Reported: 2026-05-08

Blue Owl Capital’s shares declined 3.5% after the company reported disappointing earnings pressured by compressed market spreads, slowing deal activity, and a cautious outlook reflected in a dividend cut. Investors reacted negatively to the trimmed base dividend and declining net asset value impacted by mark-to-market losses amid widening credit spreads.

Key takeaways

Adjusted net investment income came in at $0.31 per share, prompting a reduction of the base dividend back to $0.31 per share for Q2, reversing prior increases.
Net asset value declined to $14.41 per share, largely due to unrealized losses tied to market-wide credit spread widening, not underlying credit deterioration.
Deal activity was sluggish with $525 million in fundings versus $1.5 billion in repayments and sales, driving leverage down to 1.13x, the lowest in two years.
Portfolio credit quality remained stable with no new non-accruals, steady borrower EBITDA and revenue growth in the high single digits year-over-year.
Management emphasized a cautious stance, preserving capital during a challenging environment while positioning to deploy into an improving spread environment going forward.

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OppFi Inc.

OPFI Q1 2026

Reported: 2026-05-08

OppFi's shares dropped 4.3% following the earnings release as investors reacted negatively to cautious forward-looking statements and ongoing margin pressure, signaling concerns over near-term profitability despite strategic investments.

Key takeaways

The company reiterated significant investments totaling over $150 million in 2026, aimed at long-term growth but likely weighing on near-term margins.
Margins face compression amid growth initiatives and capital deployment toward the integration of BNCC and development of the LOLA platform.
The planned acquisition of BNCC is expected to be accretive over multiple years but adds near-term uncertainty and integration risk.
New product launches, including a digital line of credit enabled by LOLA, are anticipated later in the year, yet the earnings call emphasized ongoing transformation rather than immediate revenue acceleration.
The Board authorized a $40 million share repurchase plan, citing confidence in intrinsic value despite share price weakness, underscoring management’s belief that stock is undervalued but not anchoring on current operating performance.

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OraSure Technologies, Inc.

OSUR Q1 2026

Reported: 2026-05-08

OraSure Technologies shares rose 4.3% following a quarter that delivered revenue growth and gross margin expansion, supported by progress in near-shoring initiatives and product pipeline advancement that appear to have reassured investors about future prospects.

Key takeaways

Total revenue reached $27.9 million, above the midpoint of guidance, with a 4% sequential increase.
Diagnostics revenue grew 12% sequentially to $16.9 million, split evenly between U.S. and international markets.
Sample Management Solutions revenue remained flat at $9.1 million, held back by muted NIH-related demand.
Gross margin improved to 43.4% on a non-GAAP basis, driven by in-sourcing production and manufacturing efficiencies.
R&D expense rose to $13.7 million due to launch preparations for two FDA-pending products expected to drive growth starting in the second half of 2026.

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Blue Owl Technology Finance Corp.

OTF Q1 2026

Reported: 2026-05-08

Shares of Blue Owl Technology Finance Corp. dropped 6.9% following earnings, reflecting investor disappointment with margin compression and cautious outlook amid mark-to-market pressure on technology credit valuations.

Key takeaways

Adjusted net investment income per share declined to $0.29, pressured by lower base rates and tighter credit spreads.
Portfolio mark-to-market write-downs accounted for over 80% of the valuation decline, driven by wider technology credit spreads rather than credit deterioration.
Non-accruals remain minimal at 10 basis points, indicating stable credit quality despite market volatility.
Weighted average loan-to-value rose from 34% to 40% due to declining portfolio valuations but remains within conservative levels.
Elevated repayments subdued leverage growth, limiting potential earnings expansion this quarter.

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Ouster, Inc.

OUST Q1 2026

Reported: 2026-05-08

Ouster’s shares plunged 14.3% following the earnings release, driven by cautious outlook and margin pressures despite solid product revenue growth. Investors appear to have been disappointed by deceleration signals and a lack of positive forward guidance to offset supply chain headwinds and adjusted EBITDA losses.

Key takeaways

Revenue grew to $49 million with a 13th consecutive quarter of product revenue increase, including approximately 44% growth in the lidar business.
Gross margin of 43% showed resilience but was impacted by ongoing supply chain constraints.
Adjusted EBITDA loss widened to $7 million, reflecting continued investment and operational pressure.
Strong wins in industrial automation and smart infrastructure contributed to backing long-term contracts, but these did not reassure investors enough about near-term profitability or growth trajectory.
Market reaction suggests concerns over cautious outlook and margin compression outweighed optimism from product innovation and recent acquisition synergies.

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PAN AMERICAN SILVER CORP

PAAS Q1 2026

Reported: 2026-05-08

The 14.4% jump in Pan American Silver’s stock highlights the market’s positive reception to lower-than-expected silver segment all-in sustaining costs and robust free cash flow generation. Investors rewarded the company’s cost discipline and the enhanced shareholder return framework amid stable production and a reaffirmed full-year outlook.

Key takeaways

Attributable silver production reached 6.4 million ounces and gold production was 169,000 ounces, both consistent with guidance.
Silver segment all-in sustaining costs came in at $6.63 per ounce, well below guidance, driven by low-cost ounces from Cerro Moro and strong byproduct credits.
Generated $488 million of attributable free cash flow in Q1, contributing to a record cash and short-term investment balance of over $1.8 billion.
Introduced an enhanced shareholder return framework targeting 35%–40% of free cash flow returned via dividends and share repurchases totaling up to $1 billion.
Maintained full-year outlook for production, costs, and capital expenditures despite monitoring potential inflationary pressures from fuel and consumables.

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Pagaya Technologies Ltd. Class A Ordinary Shares

PGY Q1 2026

Reported: 2026-05-08

Pagaya's shares edged up modestly by 2.4% following Q1 2026 results, reflecting steady execution but no clear catalyst to drive a stronger market response.

Key takeaways

Reported GAAP net income of $25 million, marking five consecutive quarters of profitability.
Maintained a cautious credit posture in the quarter, consistent with Q4 2025, avoiding risk extension despite some seasonal tailwinds.
Raised $2.1 billion in funding, onboarding five new investors, and expanded presence in public ABS markets with Fitch joining as a major rating agency.
Auto loan segment achieved record volume, becoming a key growth driver supported by product enhancements and pricing efficiency.
Continued expansion of partner network with four new onboards and progress in regional bank relationships.

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Insulet Corporation

PODD Q1 2026

Reported: 2026-05-08

Shares declined 4.3% after Insulet’s earnings call as investors reacted negatively to a cautious outlook shaped by seasonal headwinds in the U.S. diabetes market and modest deceleration in early-year revenue trends, despite raised full-year guidance.

Key takeaways

Reported 30% revenue growth in Q1 2026, including 28% growth in the U.S. and 45% internationally.
Adjusted operating margin expanded by 110 basis points year-over-year, driving roughly 40% adjusted EPS growth.
Management cited unusual seasonality effects from annual insurance deductible resets, causing a slower start in U.S. market demand.
Though full-year revenue growth guidance was slightly raised to 21–23%, early quarter softness and cautious tone on U.S. trends weighed on sentiment.
Continued progress internationally with strong new customer starts and expanded reimbursement coverage, particularly in Canada and Europe.

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PTC Inc.

PTC Q2 2026

Reported: 2026-05-08

PTC's Q2 performance beat expectations, driven by strong ARR growth at the high end of guidance and free cash flow exceeding targets, lifting the stock 7.3% post-earnings.

Key takeaways

Constant currency ARR (excluding divested units) grew 8.5% year-over-year, hitting the top of management’s guidance range.
Free cash flow increased 14% year-over-year, surpassing the guided range.
Completed divestiture of Kepware and ThingWorx in March, sharpening strategic focus on intelligent product lifecycle solutions.
Management highlighted strong go-to-market execution, improved rep productivity, and a well-balanced, high-quality sales pipeline.
Aggressive share repurchase plans in place, including $250 million in Q2 and a new $2 billion authorization starting October 2026.

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Peloton Interactive, Inc.

PTON Q3 2026

Reported: 2026-05-08

Peloton’s stock rallied 9.4% following Q3 results driven by positive revenue growth, margin expansion, and strong free cash flow improvement, alongside promising progress in content licensing and commercial expansion initiatives.

Key takeaways

Achieved positive year-over-year revenue growth for the first time in recent periods, marking a milestone in the company’s turnaround.
Gross margin and adjusted EBITDA improved, supporting an operational leverage narrative.
Free cash flow increased by $56 million year-over-year, a 59% gain, underscoring improved cash generation.
Commercial business unit revenue grew 14% year-over-year, reflecting robust demand in international gyms and new product launches planned.
Content licensing partnership with Spotify, delivering 1,400 classes internationally, offers a scalable, high-margin growth opportunity expanding Peloton’s ecosystem.

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Quidel Corporation

QDEL Q1 2026

Reported: 2026-05-08

The stock dropped 7.6% following earnings as investors were disappointed by lower-than-expected guidance driven by a sharp deceleration in respiratory revenue amid a significantly softer flu season and margin pressures from evolving pricing regulations in China.

Key takeaways

Total reported revenue was $620 million with labs revenue down 8%, weighed by termination of a joint business agreement and ongoing macroeconomic headwinds in China.
Respiratory revenue declined sharply to $68 million due to approximately 30% fewer ILI visits versus Q1 2025, reflecting a milder and shorter respiratory season.
Chinese sales slowed in March with ongoing cautious distributor inventory management ahead of pending IVD pricing guideline changes anticipated mid-2027, impacting near-term revenue and margins.
Immunohematology showed a modest 3% growth driven by North America, China, and JPAC despite broader pressures.
The company is preparing mitigation actions for the pricing impact in China but anticipates these headwinds will weigh on full-year guidance and margins.

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Qualys, Inc.

QLYS Q1 2026

Reported: 2026-05-08

Qualys shares declined 1.8% after the Q1 report as investors appeared cautious despite ongoing product innovation and industry recognition, reflecting tempered enthusiasm amid no clear acceleration in growth or margin expansion.

Key takeaways

Revenue growth continued but no explicit acceleration was highlighted to offset cautious market sentiment.
Strong emphasis on AI-driven vulnerability management and autonomous remediation capabilities positioning the company for long-term potential.
Recognition as a leader by Forrester Wave and GigaOM, reinforcing Qualys’ market position in cloud security and patch management.
Customer momentum noted with increased spending in large accounts, though no indication of significant upside surprises.
No detailed margin commentary was provided that might explain upside surprises; the market’s muted reaction suggests profitability metrics and outlook lacked compelling improvement.

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Rand Capital Corporation

RAND Q1 2026

Reported: 2026-05-08

Rand Capital's shares declined modestly by 0.6% following Q1 results that reflected ongoing income pressures from nonaccruals and a shrinking interest-earning portfolio, offset partially by realized gains and fresh investments. The market reaction suggests investor reservations about the current income trajectory and portfolio challenges despite continued deployment efforts.

Key takeaways

Net investment income was $0.18 per share, down from the prior year due to reduced interest income from a smaller portfolio and nonaccruals initiated in 2025.
The company generated a $1.1 million realized gain from the equity exit of The Rack Group, enhancing total returns for the quarter.
Portfolio fair value increased slightly to $51.5 million, with 80% devoted to debt investments yielding an annualized 9.43%, down from 11.3% at year-end due to credit issues in select names.
New deployments included a $4 million investment in AME HoldCo at 13% interest and follow-on capital in restructuring situations such as MRES and FSS.
The dividend was maintained at $0.29 per share, reflecting management’s focus on capital preservation amid portfolio headwinds and ongoing repositioning.

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Royal Gold, Inc.

RGLD Q1 2026

Reported: 2026-05-08

Royal Gold’s shares rose modestly by 0.9% following a quarter that met expectations across key metrics without notable surprises. Revenue and cash flow gains reflected portfolio strength and stable margins, while management maintained a balanced outlook without significant upward or downward revisions.

Key takeaways

Q1 revenue reached $469 million, a 143% increase year-over-year, driven by strong silver prices and high metal sales volumes.
Operating cash flow was $294 million, up 115%, supported by low and stable cash G&A with an adjusted EBITDA margin of 83%.
Gold contributed 71% of total revenue, slightly lower than prior quarters due to a relative silver price increase rather than gold weakness.
Copper revenues outperformed guidance, led by Antamina’s higher grades and operational improvements at Caserones and Chapada.
Capital allocation remains focused on reinvestment, dividend growth ($1.90 annualized), balance sheet strength, and flexible use of new $600 million accordion revolver and $500 million buyback authorization.

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B. Riley Financial, Inc.

RILY Q1 2026

Reported: 2026-05-08

Shares dropped 8.6% following the earnings release, as investor disappointment centered on cautious outlook signals and signs of operational deceleration despite balance sheet improvements and solid capital markets activity.

Key takeaways

Net income available to common shareholders came in at $211.3 million, with adjusted EBITDA at $262.2 million; operating adjusted EBITDA rose roughly 40% sequentially to $34.6 million.
The company reduced net debt by approximately $255 million since year-end, fully redeeming senior notes and retiring $40.4 million of debt during the quarter.
B. Riley Securities delivered its most active quarter for capital raising in five years, executing close to $10 billion in debt and equity raises for clients.
Service and fee income declined by $6.7 million year-over-year, reflecting some softness beneath headline revenue gains primarily driven by trading gains on investments.
Management indicated ongoing normalization of operations and improvements in sales channels, but the cautious tone and lack of clear upside in outlook may have weighed on investor sentiment.

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Rocket Companies, Inc.

RKT Q1 2026

Reported: 2026-05-08

Rocket Companies’ shares surged 7.1% on robust revenue and margin expansion driven by strong origination volumes and operational leverage. The market rewarded the company’s execution amidst market volatility and its advanced AI integration that is enhancing client engagement and efficiency.

Key takeaways

Adjusted revenue came in at $2.8 billion, exceeding the high end of guidance.
Net rate lock volume rose 19% quarter over quarter to $49 billion, reflecting increased purchase and refinance activity despite a volatile mortgage rate environment.
Adjusted EBITDA reached $738 million, with margins expanding to 26% from 23%, indicating effective cost management and operating leverage.
Adjusted diluted EPS improved to $0.15 from $0.11 in the prior quarter.
Significant AI investments ($500 million over six years) are driving productivity gains, notably reducing loan officer prospecting time from two hours daily to zero, improving funnel efficiency and client engagement.

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The RMR Group Inc.

RMR Q2 2026

Reported: 2026-05-08

The RMR Group’s stock rose 3.1% following earnings, driven by better-than-expected distributable earnings and adjusted EBITDA, alongside continued progress in deleveraging and leasing activity at key managed REITs.

Key takeaways

Distributable earnings reached $0.44 per share, with adjusted EBITDA totaling $18.5 million, both at the high end of expectations.
DHC reported normalized FFO of $33 million ($0.14 per share) and adjusted EBITDA of $74 million, supported by 13.5% same-property NOI growth and a 110 basis point increase in occupancy.
ILPT delivered normalized FFO of $0.33 per share and adjusted EBITDA of $87 million, alongside leasing gains with rental rates increasing 26% on 862k square feet leased.
SVC advanced its balance sheet via a $575 million equity offering, eliminating unsecured debt maturities until 2028 and positioning for an earnings recovery.
Seven Hills saw record loan commitments of $776 million and originations at the highest net interest margins in four years, reflecting targeted middle market lending.

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Sunrun Inc.

RUN Q1 2026

Reported: 2026-05-08

Sunrun’s shares surged 13.9% following Q1 results that demonstrated notable upside in key value creation metrics and sustained momentum in customer additions, signaling investor approval of its storage-focused strategy and balance sheet strength.

Key takeaways

Added approximately 19,000 customers in Q1, reflecting ongoing demand strength.
Storage attachment rate rose to 73%, underscoring commitment to the storage-first model.
Aggregate subscriber value reached $1.1 billion, exceeding the guided range of $850 million to $950 million.
Contracted net value creation hit $108 million, near the high end of guidance ($25 million to $125 million).
Cash generation was negative $31 million on a non-GAAP basis due to shifting project finance transactions into Q2; full-year cash generation guidance of $250 million to $450 million remains intact.

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Recursion Pharmaceuticals, Inc.

RXRX Q1 2026

Reported: 2026-05-08

Shares declined 3.0% following the earnings release as investors reacted to cautious progress without clear near-term commercial milestones, reflecting concern over execution pace and an extended runway despite expense cuts.

Key takeaways

Established first clinical proof of concept with REC-4881 showing promising biological activity, but still early-stage with no commercial data.
Pipeline breadth includes five wholly-owned programs with inflection points 12–18 months out, emphasizing a long timeline to potential catalysts.
Partnered portfolio secured over $500 million in inflows with 10 milestones achieved, signaling progress but limited immediate revenue impact.
Operating expenses reduced by 30% year-over-year, extending financial runway into early 2028, indicating ongoing capital discipline amid delayed commercialization.
Focus remains on evolving an AI-driven drug discovery platform combining proprietary data, automation, and in-house compute, though tangible commercial value delivery remains to be demonstrated.

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Rayonier Advanced Materials Inc.

RYAM Q1 2026

Reported: 2026-05-08

Shares declined 1.5% after the quarter as investors reacted to ongoing margin pressure in paperboard and high yield pulp segments, partly offset by strong pricing in cellulose specialties (CS) but tempered by volume declines and cautious progress toward free cash flow goals.

Key takeaways

Adjusted EBITDA was $8 million for the quarter, with High Purity Cellulose contributing $24 million, driven by a 17% year-over-year price increase in CS.
CS volumes were down, and commodity mix increased, limiting overall performance gains despite pricing strength.
Paperboard and High Yield Pulp segments reported a combined negative adjusted EBITDA of $5 million due to new third-party supply and domestic oversupply pressures.
Corporate costs totaled $11 million, partly offset by favorable foreign exchange compared to last year.
Liquidity remained solid at $160 million, including $68 million cash on hand and $88 million availability under the asset-based lending facility.

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Sabre Corporation

SABR Q1 2026

Reported: 2026-05-08

Sabre's stock jumped 12.6% following the earnings release, driven primarily by better-than-expected revenue growth and a 21% increase in normalized adjusted EBITDA, signaling investor approval of the company’s operational momentum despite geopolitical headwinds.

Key takeaways

Revenue grew 8% year-over-year, supported by growth in both Marketplace (previously Distribution) and Airline Technology segments.
Normalized adjusted EBITDA rose 21% to $169 million, reflecting strong cost control and operational leverage.
Air distribution bookings increased 6%, the highest rate in over two years, with growth outpacing the broader industry despite a roughly 7-point headwind from the Middle East conflict and elevated fuel prices in March.
The Americas region and corporate travel volumes showed resilience and contributed positively to bookings.
Management reaffirmed full-year 2026 guidance for pro forma adjusted EBITDA and free cash flow, anticipating low to mid-single-digit air distribution bookings growth driven by expected normalization of geopolitical conditions in the second half.

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Saratoga Investment Corp.

SAR Q4 2026

Reported: 2026-05-08

Saratoga Investment Corp. shares fell 3.8% following the quarter as margin compression and a cautious outlook amid declining short-term rates and tightening spreads disappointed investors. Despite solid origination activity, lower net interest margin and portfolio markdowns weighed on sentiment.

Key takeaways

Adjusted net investment income (NII) was $0.53 per share, or $0.61 excluding a $1.7 million excise tax, consistent with the prior quarter but pressured by declining short-term interest rates.
Core BDC net interest margin declined 4%, driven by a 12 basis point drop in average SOFR and lower yields on new asset repayments.
Total portfolio marked down 1% ($9.6 million), with the overall portfolio valuation 2.4% below cost despite some unrealized appreciation in select investments.
Net originations totaled $101.1 million during the quarter, including five new investments and 15 follow-ons, offsetting multiple debt repayments.
Credit quality remained stable with only 0.2% of fair value on nonaccruals, below industry averages, and 82.1% of investments in first lien debt.

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Swisscom AG

SCMN.SW Q1 2026

Reported: 2026-05-08

Swisscom's shares declined modestly by 0.2% following Q1 results that showed softer revenue trends in both Switzerland and Italy, with underlying service revenues continuing to decline despite margin and synergy improvements. The lack of clear acceleration in growth and ongoing topline pressure likely tempered investor enthusiasm.

Key takeaways

Group revenue declined slightly to CHF 3.6 billion, driven by softer mobile and broadband revenues in Switzerland and Italy, as well as currency headwinds.
EBITDAaL remained roughly flat at CHF 1.28 billion, supported by realized synergies in Italy and improved IT profitability in Switzerland.
Operating free cash flow increased by CHF 96 million to CHF 494 million, mainly from synergy gains and CapEx discipline, particularly in Italy.
Telco service revenue in Switzerland is expected to decline by CHF 120 million in 2026 despite price increases, with broadband churn rising post-price adjustment.
Integration efforts in Italy continue on track with Vodafone, emphasizing a shift from volume to value in B2C and scaling energy and IT businesses, but commercial results remain muted.

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SolarEdge Technologies, Inc.

SEDG Q1 2026

Reported: 2026-05-08

Shares of SolarEdge dropped 13.5% after the earnings release as investors reacted negatively to cautious commentary on near-term growth due to a sluggish U.S. residential market and uncertainty around tax credit policies that have slowed demand and installer activity.

Key takeaways

Revenue grew 46% year-over-year in Q1 2026, marking the fifth consecutive quarter of growth.
Gross margins expanded alongside revenue growth, with an expectation to approach breakeven operating profit in Q2.
U.S. residential market weakened at the start of the year amid tax credit policy changes and FEOC-related funding delays, creating strain on installer cash flows and slowing market activity.
Business momentum is stronger in the U.S. Commercial & Industrial segment, driven by scalable products compliant with domestic content and FEOC requirements, enabling structural market share gains.
European markets started slow but improved in March and April, led by stronger battery demand, with Q2 Nexis production fully booked by European customers.

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Seaport Entertainment Group Inc

SEG Q1 2026

Reported: 2026-05-08

Shares fell 3.0% as investor reaction reflected lingering concerns over cautious outlook and the early stage of operational progress despite ongoing execution milestones.

Key takeaways

Completed the sale of 250 Water Street, generating over $75 million in liquidity and reducing carrying costs.
Leased the Tin Building to Lux Entertainment, transitioning the asset to a leased, soon-to-be cash flowing property.
Opened Sadie's Restaurant and Garden Bar, which has driven strong engagement with sizable events and positioned as a key destination for summer activations.
Reported a 21% year-over-year improvement in non-GAAP adjusted net loss, adjusting for noncash and nonrecurring items.
Management emphasized that while foundational progress is underway, the company remains early in its transformation with growth dependent on real estate and programming ecosystems supporting long-term operational cash flow.

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SIGA Technologies, Inc.

SIGA Q1 2026

Reported: 2026-05-08

SIGA Technologies' share price rose modestly by 2.1% following first-quarter results characterized by minimal product deliveries and continued operating losses, reflecting the business's inherent revenue variability but no immediate catalyst to drive stronger investor enthusiasm.

Key takeaways

First-quarter product revenues were approximately $3 million, including $1 million from IV TPOXX deliveries to the SNS and $2 million from manufacturing technology transfer reimbursements.
Research and development revenues totaled about $3 million, contributing to overall revenues.
The company reported a pretax operating loss of roughly $5 million and a net loss of $3 million for the quarter, with fully diluted loss per share of $0.05.
Strong liquidity remains a highlight, with cash of approximately $146 million and no debt as of quarter-end.
A special cash dividend of $0.60 per share was declared and subsequently paid in April, reflecting prudent capital management amid steady government contract progress and efforts to grow international sales.

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SiTime Corporation

SITM Q1 2026

Reported: 2026-05-08

SiTime's stock soared 33.6% following a Q1 report that beat expectations across key financial metrics, driven by exceptionally strong demand in AI infrastructure and telecom segments. Investors rewarded the company’s robust top-line growth, improving margins, and an optimistic outlook on long-term secular tailwinds in precision timing.

Key takeaways

Revenue grew 88% year-over-year to $113.6 million, fueled primarily by the CED business unit, which expanded 158% year-over-year.
Gross margin improved 7.1 points to 64.5%, approaching the company’s 65% target for Q2, highlighting ongoing operational leverage.
Operating margin rose to 28%, nearing management’s long-term 30% target.
Earnings per share surged to $1.44, more than five times last year’s $0.26.
Sustained demand is anchored by AI infrastructure (notably inference workloads requiring 2-4x timing content), increased data center networking bandwidth, and a growing $4 billion total addressable market across AI, autonomy, and communications.

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Sun Life Financial Inc.

SLF.TO Q1 2026

Reported: 2026-05-08

Sun Life Financial’s shares fell 3.7% after earnings as investors reacted negatively to weaker-than-expected earnings from Sun Life Capital (SLC) management and cautious near-term outlook on asset management fees, overshadowing solid insurance sales growth and margin stability.

Key takeaways

Underlying net income reached $1.05 billion with 4% EPS growth year-over-year; underlying ROE stands at 18.6%, tracking toward the 20% medium-term objective.
SLC management results lagged expectations due to the absence of catch-up fees and lower seed income versus the prior quarter.
Insurance sales showed significant momentum, with Asia sales up 49% and reaching over $1 billion for the first time; strong growth also seen in Hong Kong (+75%) and Indonesia.
MFS asset management earnings remained consistent, though U.S. equity outflows increased amid macro pressures impacting mutual funds.
Dividend increased 4% to $0.96/share and a share buyback program was renewed, reflecting solid cash flow despite the cautious tone on near-term asset management fees.

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SM Energy Company

SM Q1 2026

Reported: 2026-05-08

SM Energy’s post-earnings 3.1% stock gain reflects investor approval of merger synergies and production beating expectations, supported by capital discipline and strengthened leverage metrics.

Key takeaways

Production came in above expectations at 371,000 BOE/day, with oil output at 190,000 barrels per day.
Capital spending was below guidance at $672 million, enhancing capital efficiency in the quarter.
Merger synergies are tracking nearly 2x original targets, with $300 million achieved and a revised year-end target of $375 million.
Net proceeds of approximately $900 million from South Texas divestiture were used entirely for debt reduction, driving leverage into the low 1x range ahead of schedule.
Adjusted EBITDAX was $970 million, and adjusted net income was $309 million ($1.55/share), despite $180 million in one-time integration costs weighing on free cash flow of $20 million.

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Snap Inc.

SNAP Q1 2026

Reported: 2026-05-08

Snap’s shares declined 2.1% following earnings as investors appeared cautious despite user growth and solid progress in advertising metrics, reflecting lingering concerns about headwinds from large advertisers and a measured outlook on revenue expansion.

Key takeaways

Daily active users rose 5% year-over-year to 483 million, with monthly active users reaching 956 million, showing solid user base expansion.
Total revenue increased 12% year-over-year to $1.53 billion; advertising revenue grew 3% while other revenue surged 87%, reflecting diversification.
Net loss improved to $89 million, with operating and free cash flow at $327 million and $286 million, respectively, indicating better cash generation.
Advertising growth was led by SMB strength and lower-funnel products, including a 30% growth in Dynamic Product Ads and 27% growth in goal-based bidding revenue.
Large North American advertisers remained a headwind, dampening broader confidence in the ad revenue outlook despite early signs of recovery being reported.

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SoundHound AI Inc Class A Common Stock

SOUN Q1 2026

Reported: 2026-05-08

Shares fell 5.2% following earnings as investors reacted negatively to cautious outlook signals and margin pressure hinted in the discussion around integrating multiple acquisitions and ongoing platform modernization costs.

Key takeaways

Revenue growth remains strong, with top line increasing over 50% year-over-year, and 88% growth in the automotive and IoT AI segment excluding acquisitions.
The company is advancing an aggressive acquisition strategy, including a definitive agreement to acquire LivePerson, aiming to broaden its enterprise AI footprint substantially.
Integration efforts and investments in the new OASYS platform, designed to automate and scale AI agent deployment, are underway but suggest elevated near-term costs and operational complexity.
Management highlighted strategic synergies and long-term value from acquisitions but acknowledged ongoing turnaround efforts and platform modernization will require sustained focus.
Despite positive technology developments and a large pipeline, the cautious tone on execution risks and costs contributed to the market’s negative reaction.

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Sempra Energy

SRE Q1 2026

Reported: 2026-05-08

Shares declined 2.3% following Sempra’s Q1 report as investors digested a largely in-line quarter with no clear catalyst to drive the stock higher, amid ongoing execution on planned infrastructure investments and regulatory approvals but without material margin expansion or forward guidance updates.

Key takeaways

Reported adjusted earnings of $1.51 per share, modestly up from $1.44 in Q1 2025, reflecting steady operational performance.
Deployed $3 billion in energy infrastructure capital in the quarter, pacing well against the $13 billion 2026 target.
Regulatory wins at Oncor (PUCT approval with enhanced ROE of 9.75% and equity layer at 43.5%) and progress on SDG&E’s transmission rate settlement provide potential long-term rate base support.
Initial commercial progress at Sempra Infrastructure with Cimarron Wind COD and ECA LNG feed gas introduction; first LNG production expected next month, with full commercial ops targeted this summer.
No explicit update or revision to earnings guidance or outlook was provided, leaving investors cautious on near-term growth trajectory and margin expansion.

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Sensus Healthcare, Inc.

SRTS Q1 2026

Reported: 2026-05-08

Sensus Healthcare’s shares plunged 24.7% after earnings, driven by cautious outlook signals and execution risks around the transition to the new CPT code environment, despite management’s positive framing of increasing adoption and pipeline development.

Key takeaways

The company highlighted a pivotal transition to new CPT codes for superficial radiotherapy and is focused on educating the market and driving adoption.
Reported shipments included 14 SRT systems with progress in diversifying the customer base and reducing historical customer concentration, matching Q4 levels.
Treatment volumes increased 8% year-over-year, supported by 18 active FDA sites and 9 pending activations, fueling recurring revenue streams estimated at ~10% of total revenue.
Launched new financial services and SensusLink software to drive recurring revenue, aiming to shift customer preferences from rental agreements to purchases.
Despite these initiatives, investors reacted negatively, likely signaling disappointment in either the pace of execution, deceleration risks, or concerns over profitability and sustainable margin improvement amid ongoing market uncertainty.

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Sterling Construction Company, Inc.

STRL Q1 2026

Reported: 2026-05-08

Sterling Infrastructure's stock surged 67.4% on earnings, driven by significantly better-than-expected growth in revenue, backlog expansion, and margin improvement that far outpaced market expectations.

Key takeaways

Revenue grew 92% year over year, with adjusted diluted EPS up 120%, showcasing substantial operational leverage.
Adjusted EBITDA more than doubled while margins expanded by over 150 basis points to a first quarter record of 20%.
Signed backlog rose 78% year over year to $3.8 billion; combined backlog increased 131% to $5.2 billion, underpinning multi-year visibility.
E-Infrastructure segment led growth with 174% revenue increase, fueled by data center demand and high-margin mission-critical projects.
Transportation Solutions and Building Solutions grew more modestly, by 10% and 3% respectively, with Building Solutions facing ongoing residential market headwinds.

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SUI Group Holdings Limited

SUIG Q1 2026

Reported: 2026-05-08

Shares of SUI Group Holdings Limited fell 8.0% after earnings as investors reacted negatively to cautious outlook signals and the implied deceleration in capital deployment returns amid ongoing market volatility. Despite some operational progress, concerns over margin pressure and the uncertain timing of returns weighed on sentiment.

Key takeaways

The company holds approximately 108.7 million SUI tokens, with most actively staked generating a daily yield of around 5,200 SUI and approximately $300,000 in cumulative staking and lending income since July 2025.
SUI Group emphasized its shift from passive staking to more active capital deployment aiming for returns above native staking rates by partnering with ecosystem protocols like Bluefin, Ember, and stablecoin infrastructure initiatives.
Network activity continues to grow, with SUI becoming a top-five digital asset accessible through regulated ETFs and new institutional lending protocols launched, highlighting ecosystem maturation.
Management acknowledged ongoing market volatility and macro-driven dislocations impacting leveraged crypto positions, signaling an environment of structural reset rather than system breakdown.
Although the company is positioned strategically with exclusive access to the SUI ecosystem and a clear long-term strategy, investors remain cautious on the pace and scale at which capital deployment will translate into enhanced financial performance.

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Service Properties Trust

SVC Q1 2026

Reported: 2026-05-08

Service Properties Trust’s shares rose 3.8% following results that highlighted effective deleveraging and better-than-expected hotel portfolio performance, driven by solid RevPAR gains and ongoing capitalization on asset renovations.

Key takeaways

Completed $1.5 billion in capital markets transactions, including $575 million equity raise and $745 million ABS financings, to refinance $1.6 billion of debt and reduce annual interest expenses by $59 million.
Hotel RevPAR increased 6.7% year-over-year across 93 hotels; excluding 15 hotels being marketed for sale, RevPAR rose 7.5%.
Hotel EBITDA fell 9.2% to $18.4 million for the total portfolio but increased 2.1% to $26.2 million when excluding marketed hotels.
Capital recycling efforts continued with hotel dispositions progressing despite softer pricing on some full-service assets; letters of intent secured for over $116 million in aggregate sale proceeds.
Management emphasized active asset management and operational improvements to drive EBITDA growth amid macro uncertainties such as elevated fuel costs and geopolitical risks.

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Symbotic Inc. Class A Common Stock

SYM Q2 2026

Reported: 2026-05-08

Shares tumbled 14.5% as investors reacted negatively to cautious third-quarter guidance that signaled deceleration after a strong second quarter, alongside continued investment-driven margin pressure and a shift toward more conservative outlook commentary.

Key takeaways

Q2 revenue reached $676 million, exceeding the high end of company guidance, driven by 14 new system deployments and 24% year-over-year growth in systems revenue to $634 million.
Adjusted EBITDA of $78 million more than doubled year-over-year, supported by gross margin expansion from project execution efficiencies and scale.
Software revenue surged 93% year-over-year to $13 million, although $1 million of this was a non-recurring adjustment; excluding this, software still grew above 75%.
Operating expenses increased sequentially to $144 million GAAP ($88 million adjusted) reflecting higher investment in growth initiatives.
Third-quarter guidance projects $700-$720 million in revenue and $80-$85 million adjusted EBITDA, implying sequential deceleration which appeared cautious to investors given the prior momentum.

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Turtle Beach Corporation

TBCH Q1 2026

Reported: 2026-05-08

Turtle Beach shares dropped 3.1% after earnings as investors were disappointed by continued deceleration in headset and controller markets, driven by retailer-led channel inventory reductions, overshadowing early product momentum.

Key takeaways

Q1 2026 results were impacted by a temporary dip in channel inventories as retailers cleared stock ahead of new product launches in Q2.
The headset and controller markets remain at multiyear lows, contributing to challenging near-term sales trends.
Management highlighted early strength in new product preorders, with the Stealth Pro 2 headset preorders already more than double its predecessor.
Full-year 2026 guidance was reaffirmed, supported by anticipated retail placements, new product introductions, and the expected impact of the November launch of Grand Theft Auto VI.
The company restructured credit facilities to maintain flexibility for share repurchases, with $56 million remaining on the buyback authorization.

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Tandem Diabetes Care, Inc.

TNDM Q1 2026

Reported: 2026-05-08

Shares tumbled 14.2% following the quarter as investors reacted negatively to signs of business model transition challenges and cautious near-term execution. The shift to a multichannel strategy and early rollout of PayGo remains in its infancy, with indications that operational inefficiencies and slower momentum are weighing on confidence.

Key takeaways

The company initiated a transition to a PayGo (pay-as-you-go) model in the pharmacy channel, with about 40% formulary coverage achieved, but acknowledged this is an early-stage process requiring time to optimize efficiency and customer satisfaction.
Direct commercial operations launched in the UK, Switzerland, and Austria, aiming to improve margins long-term, but near-term impact on growth or profitability was not highlighted.
New technology introductions included the Tandem Mobi availability on Android smartphones and anticipated product rollouts (Control-IQ+ for pregnancy, integration with Abbott’s FreeStyle Libre 3+ sensor, Dexcom G7 compatibility), mostly slated for the second quarter or later.
Management did not provide clear, upbeat guidance updates or commentary on accelerating top-line metrics; instead, framing pointed to ongoing transformation and gradual execution.
No specific margin improvement or revenue growth figures were emphasized, reflecting cautious execution on the commercial model shift and technology diffusion.

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Toast, Inc.

TOST Q1 2026

Reported: 2026-05-08

Shares fell 11.5% following the quarter, reflecting investor disappointment likely driven by cautious outlook elements and possible margin pressures despite reported revenue growth and AI-related initiatives.

Key takeaways

Recurring gross profit streams grew 27%, indicating ongoing top-line momentum in core subscription and fintech services.
GAAP operating income margins expanded to 21%, though the market reaction suggests underlying margin concerns or sustainability doubts.
Added 7,000 net locations, marking continued customer expansion beyond local restaurants to enterprise chains and international markets.
Heavy emphasis on AI investments and the launch of Toast IQ Grow marketing agent to enhance customer outcomes, yet skepticism remains on near-term impact and execution risks.
Market reaction implies investors were underwhelmed by forward guidance or cautious commentary, overshadowing operational progress announced on the call.

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Turning Point Brands, Inc.

TPB Q1 2026

Reported: 2026-05-08

Turning Point Brands shares jumped 15% after the quarter, driven primarily by outsized growth in the Modern Oral segment, which more than doubled sales year-over-year and expanded retail distribution faster than expected.

Key takeaways

Modern Oral gross and net sales increased 167% and 133% year-over-year, contributing 42% of total revenue, up from 21% a year ago.
Growth was driven by both direct-to-consumer strength and accelerated expansion into larger chain convenience stores, with chain store count expected to increase 70% year-over-year by end of 2026.
Company is investing heavily in sales force, marketing, and manufacturing capacity (including commissioning a Louisville facility), expecting these to support margin expansion toward a long-term 70% target.
First-quarter investments in marketing partnerships and brand building aim to increase consumer awareness and support future retail productivity gains.
Management framed results as early innings of a generational shift in nicotine consumption, reinforcing confidence in long-term category share goals.

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Texas Pacific Land Corporation

TPL Q1 2026

Reported: 2026-05-08

Shares of Texas Pacific Land Corporation declined 6.1% following the earnings release, reflecting investor disappointment likely driven by cautious commentary on near-term operator activity and uncertainty around the duration of oil supply disruption, which tempered optimism for short-term volume growth despite higher oil prices.

Key takeaways

Oil and gas royalty production averaged ~37,001 BOE/day, roughly flat sequentially and up ~19% year over year.
Water sales and produced water royalties reached the second-highest volume levels in company history.
Management highlighted only a marginal increase in operator activity in the Permian Basin despite elevated crude prices, citing ongoing industry uncertainty.
The company remains fully unhedged and exposed to elevated oil prices, with a strong balance sheet maintained throughout prior price declines.
Progress continues on NextGen initiatives, including a $43 million land sale tied to a major power and data center development, though broader commercial details remain limited.

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TriplePoint Venture Growth BDC Corp.

TPVG Q1 2026

Reported: 2026-05-08

TriplePoint Venture Growth BDC’s shares rose 9.1% following a quarter that delivered higher portfolio yield and solid investment activity, signaling investor approval of its growing exposure to AI-driven sectors and improved financial flexibility.

Key takeaways

Net investment income (NII) was $0.23 per share, sufficient to cover dividends.
Funded over $26 million in debt investments, consistent with prior guidance.
Weighted average annualized portfolio yield increased to 13.5%, up from 12.7% last quarter.
Reduced unfunded commitments by 20% to $207 million and lowered gross leverage ratio.
Portfolio diversification continued into AI and related sectors, with 8 portfolio companies raising $1.2 billion in equity rounds during the quarter, versus just 2 companies totaling $71 million last quarter.

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Trex Company, Inc.

TREX Q1 2026

Reported: 2026-05-08

The stock edged up 0.7% post-earnings, reflecting a largely in-line quarter without clear catalysts to drive a stronger move. Investors appear to be digesting ongoing strategic investments and a steady but unremarkable near-term outlook.

Key takeaways

The new CEO emphasized continuity and disciplined growth, highlighting five long-term strategic priorities focused on marketing, innovation, channel optimization, and cost reduction.
Marketing efforts intensified with a multichannel campaign supporting wood-to-composite conversion and technical product advantages; this generated a double-digit surge in lead generation.
Innovation remains central, with a pipeline building toward a regional product launch in 2027 and a national rollout expected 2028–2030, aiming for category leadership through proprietary technology.
Distribution channels remain robust with expanded shelf space and territories, supported by updated incentive programs improving two-step distributor partnerships.
The company continues focusing on its growing railing segment, targeting cost reduction and aiming to double revenue from this category over five years.

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Sixth Street Specialty Lending, Inc.

TSLX Q1 2026

Reported: 2026-05-08

Shares of Sixth Street Specialty Lending dropped 8.7% following earnings as investors reacted negatively to margin pressure and a cautious outlook amid market-driven volatility and credit spread widening that depressed net asset value.

Key takeaways

Reported net investment income was $0.42 per share, reflecting an annualized return on equity of 9.9%.
Net loss per share of $0.27 included significant unrealized losses driven by wider credit spreads and lower market multiples.
Net asset value per share declined 4.3% sequentially to $16.24, with approximately 80% of the drop due to unrealized mark-to-market losses.
Activity-based fees fell to $0.05 per share in Q1, below the three-year average of $0.09, reflecting reduced transaction volumes amid market volatility.
The company lowered its base dividend from $0.46 to $0.42 per share, citing the need to align dividends with forward earnings power given the uncertain near-term environment.

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10x Genomics, Inc.

TXG Q1 2026

Reported: 2026-05-08

Shares declined 5% as investors reacted negatively to cautious commentary on growth momentum and the outlook, despite new product launches. The market appears disappointed by signs of deceleration and lack of clear near-term revenue upside from the recently introduced Atara platform.

Key takeaways

Q1 revenue reached $151 million, up 9% year-over-year excluding a prior nonrecurring item.
Single cell consumable volumes showed double-digit growth, driven by FLEX and FLEX Apex products.
Spatial biology consumables also grew double digits, supported by Xenium; however, adoption remains early-stage.
The new Atara instrument, touted as a major innovation enabling spatial whole transcriptome analysis at scale, is in early launch with promising initial feedback but no quantifiable contribution yet.
Management emphasized the long-term potential of Atara but did not provide clear near-term guidance upside, suggesting cautious investor expectations on ramp and margins.

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Texas Roadhouse, Inc.

TXRH Q1 2026

Reported: 2026-05-08

Texas Roadhouse shares rose 11.1% post-earnings, reflecting investor approval of solid same-store sales growth and improved commodity cost guidance that together supported healthy margin expansion.

Key takeaways

Comparable same-store sales increased 7.1% in Q1, driven by 4.5% traffic growth and favorable mix.
Revenue surpassed $1.6 billion, up 12.8% driven by a 6.8% increase in average weekly sales and a 5.7% increase in store weeks.
Restaurant margin dollars grew 10.5% to $264 million; diluted EPS rose 9.6% to $1.87.
Commodity inflation guidance was reduced for full year 2026 from ~7% to between 6% and 7%, with expectations for easing in the second half of the year.
Traffic and mix trends remain solid, supported by digital kitchen and handheld technology investments that improve operational efficiency without sacrificing dine-in experience.

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UGI Corporation

UGI Q2 2026

Reported: 2026-05-08

UGI's shares dropped 7.8% following the earnings release, reflecting investor disappointment primarily due to margin pressure and cautious outlook amid decelerating demand in key segments and warmer weather negatively impacting volumes.

Key takeaways

Year-to-date reportable segment EBIT rose $17 million, driven by higher gas base rates and effective margin management at UGI International but offset by warmer weather in LPG markets.
UGI International maintained strong free cash flow generation exceeding $800 million over three years, with disciplined capital allocation and margins under pressure.
AmeriGas operational transformation is progressing but offset by softer demand due to weather variability impacting heating season performance near-term.
The strategic divestiture of the electric division aims to sharpen focus on natural gas and strengthen the balance sheet, expected to close in early 2027.
Robust pipeline of data center projects and signed NDAs underscore future growth avenues, but the stock reaction signals market skepticism about near-term execution risk and margin sustainability.

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Unisys Corporation

UIS Q1 2026

Reported: 2026-05-08

Unisys shares gained 7.4% following the first quarter, driven by better-than-expected new business signings and margin expansion that reinforced confidence in full-year targets.

Key takeaways

New business total contract value (TCV) reached $158 million, up 16% sequentially and 45% year-over-year, marking the strongest quarter of signings since Q4 2024.
Revenue increased 1% year-over-year, with a 3% gain in Ex-L&S solutions, helped by better-than-expected volumes with existing clients and modest PC refresh cycle pickup.
Gross margins improved by 80 basis points overall, including 170 basis points expansion in Ex-L&S segments, reflecting AI-driven efficiency gains that offset modest price pressures.
Strong renewal rates above 95% and notable multiyear contracts, including deployment of the agentic service desk in new geographies and sectors, underpin recurring revenue strength.
Management remains on track to meet full year free cash flow expectations, supported by continued workforce optimization and strategic AI adoption.

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Energy Fuels Inc

UUUU Q1 2026

Reported: 2026-05-08

Shares fell 9% as investors reacted negatively to softer-than-expected financial performance and weak EBITDA generation despite operational milestones and strategic initiatives. The market appears disappointed by the modest $8 million in operating cash flow and cautious near-term financial outlook amid ongoing project expansions.

Key takeaways

Mined 425,000 pounds of uranium and produced nearly 800,000 pounds in the mill during Q1 2026.
Ended the quarter with 2.25 million pounds of uranium inventory.
Released a Varamata feasibility study with a $1.8 billion NPV and projected $500 million+ annual EBITDA, alongside a White Mesa Mill Phase 2 study showing a $410 million CapEx and $311 million standalone EBITDA.
Generated only $8 million in operating cash flow, which contrasts with significant projected EBITDA from future projects.
Announced the strategic ASM acquisition and rare earth advancements but have yet to demonstrate material financial impact from these initiatives.

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Vanda Pharmaceuticals Inc.

VNDA Q1 2026

Reported: 2026-05-08

Vanda Pharmaceuticals’ shares fell 15.6% after earnings as investors were likely disappointed by significant sequential deceleration and margin pressures despite year-over-year growth and raised full-year revenue guidance.

Key takeaways

Total net product sales increased 3% year-over-year to $51.7 million but declined 10% sequentially from $57.2 million in Q4 2025.
Fanapt sales rose 26% year-over-year to $29.6 million, driven by a 32% increase in total prescriptions and a 76% increase in new-to-brand prescriptions compared to Q1 2025.
Fanapt net sales decreased 11% sequentially, with a 1% decline in total prescriptions due to typical insurance plan disruptions and deductible resets at the start of the year.
Decline in HETLIOZ revenue attributed to generic competition weighed on overall performance.
Despite management citing an increased full-year revenue guidance range ($240 million to $290 million), sequential deceleration and potential margin pressures likely led to investor caution and the steep share selloff.

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Stem, Inc.

VSTM Q1 2026

Reported: 2026-05-08

Verastem’s shares plunged 18.6% following earnings as investors reacted negatively to continued launch execution challenges and patient discontinuations that suggest demand and retention are weaker than expected.

Key takeaways

Q1 net product revenue for AVMAPKI FAKZYNJA CO-PACK reached $18.7 million, totaling nearly $50 million since launch in May 2025.
Patient starts and refills were hindered by insurance turnover, severe weather, and earlier-than-anticipated treatment discontinuations, particularly among patients advanced in their disease.
Prescriber base expanded to over 400 unique doctors, split roughly 60% gynecologic oncologists and 40% medical oncologists, with strong physician preference for CO-PACK at recurrence.
Duration of therapy and refill frequency remain unclear, with active patient pool growth offset by discontinuation trends.
Commercial leadership changes and targeted operational adjustments underscore management’s efforts to address launch execution issues and patient identification challenges.

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Waters Corporation

WAT Q1 2026

Reported: 2026-05-08

Waters Corporation’s shares gained 15.8% as the company delivered better-than-expected organic growth, strong revenue from newly acquired businesses, and a significant 20% increase in adjusted EPS, reassuring investors on the successful integration and growth prospects.

Key takeaways

Total revenue reached $1.267 billion, with $747 million organic and $520 million from the Biosciences and Diagnostic Solutions acquisition.
Organic revenue grew 13% reported (11% constant currency), surpassing the high end of guidance by ~200 basis points.
Biosciences and Diagnostic Solutions combined revenue outperformed guidance by $40 million, with reported growth of 7% since acquisition close.
Adjusted EPS rose 20% year-over-year to $2.70, beating the high end of guidance by $0.35.
Analytical Sciences delivered 12% organic growth (constant currency), while Advanced Diagnostics and Material Sciences showed mid-single to low-double digit gains despite macro challenges and China-related constraints.

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Walker & Dunlop, Inc.

WD Q1 2026

Reported: 2026-05-08

Walker & Dunlop shares rose modestly by 2.7% after reporting a 94% surge in transaction volume and double-digit revenue growth, reflecting steady execution amid ongoing loan repurchase challenges that continue to weigh on expenses and outlook.

Key takeaways

Total transaction volume soared 94% year-over-year to $13.7 billion, driven by strong activity across debt originations and brokered debt.
Revenues increased 27% to $301 million, while adjusted EBITDA grew 14% to $74 million, indicating improving profitability despite some cost pressures.
Diluted EPS jumped 475% year-over-year to $0.46, aided by higher transaction volumes and operational leverage.
Loan repurchase exposure decreased from $222 million to $192 million, but still resulted in approximately $10 million in quarterly expenses, split between credit reserves and operating costs.
Management expects further reduction in repurchase exposure through asset dispositions, targeting $100-$125 million by year-end, though this remains a risk factor impacting near-term results.

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Workiva Inc.

WK Q1 2026

Reported: 2026-05-08

Shares fell sharply by 8.9% as investors reacted negatively to an unexpectedly cautious outlook and signs of deceleration in key contract growth metrics, despite reported revenue and margin beats.

Key takeaways

Revenue grew 20% year-over-year, beating the high end of guidance, driven primarily by 21% subscription growth.
Non-GAAP operating margin exceeded 18%, representing a 240 basis point beat on guidance and a substantial 1,600 basis point improvement from last year.
Large contract cohorts showed strength, with contracts above $300,000 and $500,000 increasing 38% and 39% respectively year-over-year.
Multiple new and expansion deals highlighted ongoing demand in regulatory, financial, and sustainability reporting solutions, supported by partnerships with Big 4 firms.
Despite these positives, market reaction suggests concern over guidance tone, potential deceleration, or margin sustainability not fully captured by reported figures.

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Warby Parker Inc.

WRBY Q1 2026

Reported: 2026-05-08

Warby Parker’s shares surged 34.1% following Q1 results that beat expectations on revenue growth and margin resilience, alongside promising execution in scaling omnichannel initiatives and growing eye exams despite challenging seasonal headwinds.

Key takeaways

Revenue reached $242 million, up 8.3% year-over-year, exceeding company guidance amid difficult weather conditions and softer category traffic.
Adjusted EBITDA margin improved to 12.2%, reflecting disciplined cost management and operational leverage.
Opened 14 net new retail stores in Q1, with plans for 50 store openings in 2026, including entry into a new market (Baton Rouge, LA).
Eye exams—the fastest growing segment—rose 30% year-over-year as demand rebounded post-winter, with exam services now in nearly 90% of stores.
Management reaffirmed full-year guidance and highlighted ongoing investment in AI glasses, expected to launch later this year, though no revenue contribution is included in 2026 outlook.

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Wynn Resorts, Limited

WYNN Q1 2026

Reported: 2026-05-08

Shares of Wynn Resorts dropped 4.8% after earnings as investors reacted negatively to margin compression and cautious outlook around ongoing operational challenges, despite solid top-line growth across key properties.

Key takeaways

Adjusted EBITDAR margins declined across regions: Las Vegas at 35.1%, Boston at 24.6%, and Macau at 28.2%, reflecting increased operating expenses and wage pressures.
Macau’s EBITDAR was negatively impacted by $17 million due to lower-than-normal VIP hold, offsetting strong mass market growth with mass drop up 19% and handle up 32% year-over-year.
Operating expenses rose notably: 6.8% in Las Vegas, 3.9% in Boston, and 9.9% in Macau, driven by higher volumes, new venue staffing, contractual wage increases, and expansions.
Wynn Al Marjan project in UAE faces modest delays due to regional logistical and shipping challenges, adding uncertainty to future growth prospects.
CapEx expected between $400 million and $450 million in 2026, including early-stage spend on the $900-$950 million Enclave expansion in Macau, indicating a heavy near-term investment burden.

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Xeris Pharmaceuticals, Inc.

XERS Q1 2026

Reported: 2026-05-08

Xeris Biopharma's shares rose modestly by 2.5% following Q1 results that showed solid revenue growth driven by Recorlev's strong performance, while Gvoke’s sales were hampered by Medicare-related headwinds, tempering broader enthusiasm.

Key takeaways

Total revenue grew 38% year-over-year to $83.1 million, with net product revenue up 43% to $82.5 million.
Recorlev revenue nearly doubled (+95%) to approximately $50 million, driven by record referrals and new patient starts, especially post-Q1 payer resets.
Gvoke revenue remained flat year-over-year at $20.8 million, impacted by Medicare policy and plan changes that increased out-of-pocket costs and reduced prescription fills.
Keveyis posted a modest 4% revenue increase to around $12 million, marking its second consecutive quarter of year-over-year growth.
XP-8121 remains on track for Phase III initiation later this year, leveraging existing commercial and technological capabilities.

View recap

Zevra Therapeutics Inc. Common Stock

ZVRA Q1 2026

Reported: 2026-05-08

Shares declined 1.1% following the quarter as investors appeared cautious despite solid early revenue growth, likely reflecting concerns over modest prescription uptake and a subdued near-term outlook for pipeline progress.

Key takeaways

Total net revenue reached $36.2 million, up 78% year-over-year, driven by continued adoption of MIPLYFFA in Niemann-Pick disease type C (NPC).
Prescription enrollment rose to 170 since launch, with only nine new enrollments during the quarter, highlighting a slower pace of recent patient additions.
The diagnosed U.S. NPC patient pool is approximately 300-350, with around half reached to date, suggesting substantial runway but early-stage commercial traction.
The Phase III DiSCOVER trial for Celiprolol in Vascular Ehlers-Danlos Syndrome (VES) enrolled 62 patients, with just 10 added this quarter, indicating gradual recruitment progress in a challenging rare disease.
Despite a strong cash position ($236.8 million) and no debt, investors likely remain cautious about near-term catalysts given limited near-term visibility on regulatory milestones and clinical readouts.

View recap

Earnings Recaps

Applied Optoelectronics, Inc.

Axcelis Technologies, Inc.

ACM Research, Inc.

ADMA Biologics, Inc.

AFC Gamma, Inc.

Akebia Therapeutics, Inc.

Albemarle Corporation

Alcon Inc.

Alkermes plc

Alarm.com Holdings, Inc.

Alto Ingredients, Inc.

Amprius Technologies, Inc.

Angi Inc.

AppLovin Corporation

Aptiv PLC

Arhaus Inc. Class A Common Stock

Aris Gold Corporation

Arrow Electronics, Inc.

Ardmore Shipping Corporation

AerSale Corporation

Aspen Aerogels, Inc.

ATN International, Inc.

Atmos Energy Corporation

Becton, Dickinson and Company

BGC Group Inc. Class A Common Stock

Bill.com Holdings, Inc.

Blue Bird Corporation

Bloomin' Brands, Inc.

Bumble Inc.

Beyond Meat, Inc.

CareCloud Inc. Common Stock

Coeur Mining, Inc.

Celsius Holdings, Inc.

Century Aluminum Company

Chime Financial, Inc. Class A Common Stock

Compass Minerals International, Inc.

Commerce.com, Inc.

Coherent, Inc.

Coinbase Global, Inc.

Cerence Inc.

CoreWeave, Inc. Class A Common Stock

CSP Inc.

Castle Biosciences, Inc.

Cytek Biosciences Inc. Common Stock

CytomX Therapeutics, Inc.

Corteva, Inc.

Box, Inc.

Delcath Systems, Inc.

Mind Medicine (MindMed) Inc.

The Walt Disney Company

Krispy Kreme Inc. Common Stock

DXP Enterprises, Inc.

Equinox Gold Corp.

Eversource Energy

Evergy, Inc.

Exelon Corporation

Expedia Group, Inc.

Fox Factory Holding Corp.

Freshpet, Inc.

Fastly, Inc.

Fortuna Silver Mines Inc.

Forward Air Corporation

Gevo, Inc.

Gilead Sciences, Inc.

Gladstone Capital Corporation

Global Net Lease, Inc.

Genworth Financial, Inc.

Gold Royalty Corp.

The Goodyear Tire & Rubber Company

Knight Therapeutics Inc.

GXO Logistics, Inc.

Hecla Mining Company

Houlihan Lokey, Inc.

The Honest Company Inc. Common Stock

Harley-Davidson, Inc.

Hudson Pacific Properties, Inc.

IAC/InterActiveCorp

ICU Medical, Inc.

InfuSystem Holdings Inc.