Today's Mid Cap Stocks Pulse
Dycom Industries posts record $5.55B revenue, eyes $6.85‑$7.15B FY2027 contracts
Dycom Industries reported fiscal 2026 revenue of $5.55 billion, driven by a $1.46 billion fourth‑quarter haul, a 34.4% year‑over‑year increase. The company completed its Power Solutions acquisition, adding a Building Systems segment that contributed $95.8 million in Q4 revenue. Management forecast fiscal 2027 contract revenue of $6.85‑$7.15 billion.
Boston Beer Company Inc (SAM) Q1 2026 Earnings Call Transcript
Boston Beer reported 2025 depletions down 4% and revenue falling 2.4%, yet EPS rose 4.7% to $9.89 and gross margin expanded 410 basis points to 48.5%. Free cash flow hit $216 million and the company repurchased $200 million of shares. Management forecast 2026 volume to be flat to down mid‑single digits, with gross margin expected between 48%‑50% and EPS between $8.50‑$11. Sun Cruiser showed over 300% volume growth, while Twisted Tea faced a 6% sales decline. The firm emphasized cost‑saving initiatives and brand‑level investment to navigate macro headwinds.
Matthews International Corp (MATW) Q2 2026 Earnings Call Transcript
Matthews International reported a transformed balance sheet in Q1 FY2026, achieving a leverage ratio below 3x after divesting its warehouse automation business for $225 million and selling Saueressig for $41 million. Net debt fell to $506 million, and pension liabilities were slashed to...
Safehold Inc (SAFE) Q1 2026 Earnings Call Transcript
Safehold Inc. reported Q1 2026 results highlighting $167 million of new transactions, primarily affordable‑housing ground leases in Southern California, and a $400 million unsecured term loan that refinanced near‑term debt. The company earned an A‑ rating from S&P and single‑A from all...
Select Medical Holdings Corp (SEM) Q1 2026 Earnings Call Transcript
Select Medical reported Q4 2025 revenue growth of over 6% while adjusted EBITDA fell 10% to $104.7 million, driven by an unexpected $15 million health‑insurance expense and $6 million variable discounts in outpatient rehab. The Board is evaluating a nonbinding take‑private proposal...
Bio Rad Laboratories Inc (BIO) Q1 2026 Earnings Call Transcript
Bio-Rad Laboratories reported Q1 2026 net sales of $693 million, a 3.9% year‑over‑year increase on a reported basis, driven primarily by Clinical Diagnostics. Life Science sales fell 2.6% as academic and biotech funding tightened, while GAAP gross margin slipped to...
Darling Ingredients Inc (DAR) Q1 2026 Earnings Call Transcript
Darling Ingredients reported a strong Q1 2026, with combined adjusted EBITDA of $407 million, more than double the year‑ago quarter, driven by robust performance in its core ingredients and Diamond Green Diesel (DGD) segments. Net sales rose to $1.6 billion and gross margin...
Casella Waste Systems Inc (CWST) Q1 2026 Earnings Call Transcript
Casella Waste Systems reported Q1 2026 revenue of $469.1 million, a 9.7% increase driven by acquisitions and same‑store growth. Adjusted EBITDA rose 12.7% to $107 million, with margin expanding to 22.8%, while full‑year 2025 results showed double‑digit growth across revenue,...
DT Midstream Inc (DTM) Q1 2026 Earnings Call Transcript
DT Midstream reported adjusted EBITDA of $308 million in Q1 2026, a $15 million sequential rise, driven by higher pipeline earnings. The company approved two major pipeline projects—a 400 Bcf/d Vector expansion and a 70 Bcf/d Millennium R2R—while maintaining a $3.4 billion commercial backlog. Open seasons...
Everest Reports First Quarter 2026 Results
Everest Group posted a strong first‑quarter 2026, delivering $653 million net income, or $16.21 per share, more than triple the prior‑year figure. Gross written premium slipped 18.5% to $3.6 billion, yet the combined ratio improved to 91.2%, reflecting disciplined underwriting. Investment income...
Carvana Stock Pops as Used Car Retailer Reports Record First-Quarter Results
Carvana reported record first‑quarter results, beating Wall Street expectations with earnings per share of $1.69 and revenue of $6.43 billion. Retail sales surged 40% year‑over‑year to 187,393 units, while adjusted EBITDA reached $672 million and net income rose to $405 million. The strong...
Earnings Season Hits Overdrive
In this episode of Motley Fool Hidden Gems Investing, hosts Travis Hoy, Lou Whiteman, and Rachel Warren dissect the latest earnings season, focusing on mature streaming giants Spotify and Netflix, fintech firms Robinhood and SoFi, and the energy‑tech company Bloom...
Markel Corporation Q1 2026 Earnings Call Summary
Markel Corp is deepening its "business of businesses" model by giving 14 profit‑center heads more authority, while deliberately shrinking gross written premiums by 21% after exiting Global Re and moving Hagerty to a fronting structure. Underwriting quality rose, with the...
Central Pacific (CPF) Q1 2026 Earnings Transcript
Central Pacific Financial Corp. reported Q1 2026 net income of $20.7 million, or $0.78 per diluted share, with a 13.9% return on equity. The bank added $31 million in loans, bringing the portfolio to $5.3 billion, while core deposits rose $90 million to $6.7 billion...
MIMEDX Announces First Quarter 2026 Operating & Financial Results
MiMedx Group reported first‑quarter 2026 net sales of $59 million, a 33% drop from the prior year, as new Medicare reimbursement rules crippled its wound‑care segment, which fell 60%. The surgical franchise bucked the trend, posting a 13% year‑over‑year increase. Management...
ODFL Reports Improving Q1 Demand Despite Top-Line Decline
Old Dominion Freight Line reported Q1 net income of $238.3 million, or $1.14 per diluted share, down from a year earlier. Revenue slipped 2.9% to $1.34 billion, yet the results beat Wall Street forecasts. The carrier saw improving demand late in the...
Joby Aviation Profits without Selling eVTOLs
Day 15 of 30: How $JOBY Joby Aviation actually makes money (which one should I do next?) Most people think it's an eVTOL company that flies passengers It's not. Not yet. Their first commercial eVTOL flight is in Dubai later this year So how does...
Wingstop’s Q1 Hammered by Weather, Consumer Pressures
Wingstop reported an 8.7% drop in domestic same‑store sales for Q1, marking the seventh straight quarter of declining comps. Revenue grew 7% thanks to a 97‑restaurant net expansion, but missed analyst forecasts, prompting a revision to a low‑single‑digit decline in...
These Earnings Suggest The Economy Remains In Good Shape
Werner Enterprises posted a modest Q1 profit of 2¢ per share and revenue of $808.6 million, up 14% year‑over‑year, while Landstar Systems reported revenue of $1.171 billion and earnings of $1.16 per share, a 36% jump. Both companies offset rising fuel expenses...
Morgan Stanley Names Targa Resources (TRGP) a Top Pick
Morgan Stanley named Targa Resources (TRGP) its top pick in the midstream energy infrastructure space on April 22, 2026, citing faster‑than‑expected gas production in the Permian Basin as new pipelines come online. The firm kept an Overweight rating and set...
ONEOK (OKE) Reports First-Quarter EPS of $1.23
ONEOK reported first‑quarter earnings per share of $1.23, falling short of the $1.32 consensus estimate. Adjusted EBITDA climbed to $1.997 billion, a year‑over‑year increase driven by higher volumes across its integrated midstream platform. The company lifted its 2026 net‑income guidance to...
Goldman Sachs Upgrades Williams Companies (WMB) to Buy
Goldman Sachs upgraded Williams Companies (WMB) to Buy on April 19, 2026, raising its price target to $82. The firm highlighted the Transcontinental Gas Pipeline as a strategically positioned asset stretching from the Northeast to the Gulf Coast. Jefferies and...
PJT Partners Posts Record Strategic Advisory Revenue, Q3 Up 37% YoY
PJT Partners announced $447 million in third‑quarter 2025 revenue, a 37% year‑over‑year increase powered by strategic advisory work. The boutique advisory firm also posted an 86% jump in adjusted pretax income and a near‑doubling of EPS, underscoring accelerating demand for high‑value...
O-I Glass Calls Q1 ‘a Story of Two Hemispheres’
O‑I Glass reported first‑quarter net sales of $1.54 billion, a 1.7% year‑over‑year decline, and a net loss of $71 million, widening from $12 million a year earlier. The company cited a “story of two hemispheres,” with stable performance in the Americas but significant...
A Pullback Looms in This Chipmaker After It Doubled. Trading the Potential Decline with Options
On Semiconductor’s shares have surged from the low $50s to about $100, driven by a wave of investor enthusiasm for EV and AI‑related power chips. However, the rally outpaces the company’s fundamentals, which show thin 2% net margins, modest 8%...
Lemonade’s Q1’26 Revenue Increases 71% as Net Loss Narrows
Lemonade reported Q1 2026 revenue of $258 million, a 71% year‑over‑year increase driven by higher gross earned premiums and improved premium retention after lowering quota‑share cessions. Net loss narrowed to $35.8 million from $62.4 million, while gross profit surged 159% to $100.1 million. In‑force premium...
Commvault Beats Guidance as Revenue Growth Slows
Commvault reported Q4 FY2026 revenue of $312 million, up 13% year‑on‑year and ahead of its guidance, while GAAP profit fell 51% to $15 million. Full‑year revenue hit a record $1.2 billion, a 21% increase, but profit slipped 6.6% to $71 million. Subscription ARR surged...
Pershing Square Prices $5 Billion Dual IPO, Highlighting Strong Institutional Demand
Pershing Square USA and its parent Pershing Square Inc. priced a combined initial public offering that will raise $5 billion, the low end of the targeted $5‑$10 billion range. The deal, coordinated by Citigroup, UBS, BofA Securities, Jefferies and Wells Fargo, attracted roughly...
Premium Brands Holds 75% Upside Potential
This morning, Alta Fox published a press release and full thesis deck on $PBH CN (Premium Brands Holdings), a business we believe is significantly undervalued with 75%+ upside in our base case. The materials outline our investment thesis and highlight...
Lower Residential Demand After 25D Tax Credit Ends Impacts Enphase’s Q1 2026 Revenue
Enphase Energy reported a 17% drop in first‑quarter 2026 revenue, falling to $282.9 million, as US residential solar demand slumped after the Section 25D tax credit expired. The decline was driven by a 23% fall in US sales, which still represented 83%...
Insider Buying Signals Confidence Amid Q1 Decline
Ugly 1Q2026 numbers from United Tractors UNTR IJ. Komatsu sales volumes -20% YoY. But Astra insiders are buying. Coal prices have risen recently. And I think the coming El Niño will be positive for volumes from 3Q2026 onwards.
Fiverr International Posts $8.6M Q1 Profit as Freelance Marketplace Gains Momentum
Fiverr International Ltd. announced a first‑quarter profit of $8.56 million, or $0.23 per share, a dramatic increase from $0.79 million a year ago. Adjusted earnings rose to $22.87 million, while revenue slipped 1.6% to $105.49 million, underscoring the platform’s pricing power and growing inbound...
Varonis CFO/COO Highlights 29% SaaS ARR Surge and Scaling Plans
Varonis CFO and COO Guy Melamed announced that first‑quarter SaaS ARR (excluding conversions) jumped 29% year‑over‑year to $522.6 million. He detailed operational scaling initiatives and raised full‑year ARR guidance, citing strong AI‑driven product uptake and a major enterprise win.
Airtel Africa to Raise up to $2B in Money Unit IPO
Airtel Africa is preparing an IPO for its mobile‑money arm, Airtel Money, targeting a raise of $1.5‑$2 billion, with London the leading venue. The offering would value the unit at up to $10 billion. By the end of 2025 the service counted...
Robinhood Shares Tumble 11% as Crypto Revenue Plunges 47% in Q1
Robinhood (HOOD) fell more than 11% after reporting Q1 2026 revenue of $1.07 billion, missing the $1.17 billion consensus, and a 47% plunge in cryptocurrency revenue to $134 million. The miss highlights the platform’s exposure to volatile digital‑asset markets despite strong growth in...
Ormat (ORA): The Best Geothermal Stock to Buy Now
Ormat Technologies (NYSE:ORA) remains a leading geothermal power developer, operating assets across the United States and abroad. On April 16, JPMorgan trimmed its price target to $106 from $108 while keeping a Neutral stance, citing a catalyst‑rich environment that includes...
Piper Sandler Raises Its Price Target on Helmerich & Payne (HP) to $41
Piper Sandler raised its price target on Helmerich & Payne (HP) to $41, up from $40, and kept an Overweight rating. The upgrade follows Susquehanna’s earlier lift to $42 and reflects optimism that oilfield‑service stocks will benefit from oil price...
Morgan Stanley Raises Its Price Target on Nabors Industries (NBR) to $100
On April 15, 2026, Morgan Stanley increased its price target for Nabors Industries (NBR) to $100, up from $80, and kept an Overweight rating. The upgrade reflects expectations that higher oil prices, driven by Middle East disruptions, will spur upstream...
BofA Maintains Buy Rating on Eversource Energy (ES)
Bank of America kept a Buy rating on Eversource Energy (NYSE:ES) while lowering its price target to $72, down from $73. The firm forecasts first‑quarter adjusted earnings of $1.58 per share, slightly below consensus but higher year‑over‑year, driven by natural‑gas...
Here Is Why Weatherford (WFRD) Is Among the 7 Best Geothermal Stocks to Buy Now
Weatherford International (WFRD) was highlighted among the seven best geothermal stocks, and Piper Sandler raised its price target to $118 while keeping an Overweight rating. The company posted Q1 earnings of $1.49 per share and $1.15 billion in revenue, beating consensus...
Morgan Stanley Maintains Overweight Rating on Constellation Energy (CEG)
Morgan Stanley maintained an Overweight rating on Constellation Energy (CEG) but lowered its price target to $360 from $385. Evercore ISI resumed coverage with an Outperform rating and a $380 target after Constellation completed a $26.6 billion acquisition of Calpine, creating...
CEAT Shares Rally 12% After Q4 Net Profit Soars 145% to Rs 244 Crore. Should You Buy?
CEAT’s shares jumped 12% after the tyre maker reported a 145% surge in Q4 net profit to Rs 244 crore (≈ $29 million). Revenue rose 23% YoY to Rs 4,219 crore (≈ $508 million) and EBITDA margin expanded to 14.18%. The board proposed a Rs 35 per share dividend...
Is Akamai (AKAM) the Best Edge Computing Stock to Buy Right Now?
Akamai Technologies (NASDAQ:AKAM) was upgraded by Oppenheimer, which raised its price target to $130 from $115 and kept an Outperform rating ahead of earnings, citing expected revenue at the high end of guidance and mid‑single‑digit growth in average contract size....
Northland Raises Its Price Target on Lumentum (LITE) to $1,000
On April 20, 2026 Northland analyst Tim Savageaux raised Lumentum Holdings’ price target to $1,000, up from $775, while keeping an Outperform rating. Morgan Stanley followed with a target of $710, up from $595, and an Equal Weight stance, citing...
Bandhan Bank Shares Surge 11% After Q4 Profit Spikes 68% YoY to Rs 534 Crore
Bandhan Bank’s shares jumped 11% after it reported a 68% year‑on‑year rise in Q4 FY26 net profit to Rs 534 crore (≈ $64 million). The profit boost came from sharply lower provisions—down to Rs 677 crore (≈ $82 million)—and improved asset quality, with gross NPAs falling to 3.27%....
OnEMI Technology IPO Opens Tomorrow: GMP, Price Band, and Analyst View
OnEMI Technology Solutions is launching a ₹925.92 crore (~$112 M) IPO on April 30, priced between ₹162 and ₹171 per share. The issue comprises a fresh issue of ₹850 crore (~$102 M) and an offer‑for‑sale of ₹75.92 crore (~$9 M) to boost the capital of its lending...
CoStar Beats Revenue Forecast Amid ‘Drumbeat of Negative Coverage’
CoStar Group posted Q1 revenue of $897 million, up 23% year‑over‑year, and doubled adjusted EBITDA to $132 million, marking its 60th consecutive quarter of double‑digit growth. The company raised its full‑year adjusted EBITDA outlook to $780‑$820 million and highlighted strong...
Acadia Healthcare Company Inc (ACHC) Q1 2026 Earnings Call Transcript
Acadia Healthcare reported Q3 2025 revenue of $851.6 million, a 4.4% year‑over‑year increase, but adjusted EBITDA slipped to $173 million, $5 million below internal forecasts. The company lowered its full‑year outlook, trimming revenue to $3.28‑$3.30 billion and adjusted EBITDA to $650‑$660 million....
Cousins Properties Inc (CUZ) Q1 2026 Earnings Call Transcript
Cousins Properties reported Q1 2026 FFO of $0.69 per share and lifted its full‑year midpoint guidance to $2.84, reflecting 5.6% growth. Leasing activity surged to 551,000 square feet, a 65% sequential jump, while the Dallas "Link" acquisition added 808,000 square...
Tyler Technologies Inc (TYL) Q1 2026 Earnings Call Transcript
Tyler Technologies reported Q1 2026 revenue of $575.2 million, a 6.3% year‑over‑year increase, propelled by SaaS growth of 20.2% and transaction revenue up 12%. The quarter produced a record free cash flow margin of 41% and $236.9 million in free cash...
Verisk Analytics Inc (VRSK) Q1 2026 Earnings Call Transcript
Verisk Analytics reported 6.6% organic constant‑currency revenue growth and 8.5% adjusted EBITDA growth for 2025, with adjusted EBITDA margin expanding to 56.2%. Subscription services now represent 84% of revenue, while transactional revenue slipped 6.5% amid low weather activity. The company...