Today's Mid Cap Stocks Pulse
Dycom Industries posts record $5.55B revenue, eyes $7B contract pipeline
Dycom Industries reported record fiscal 2026 revenue of $5.55 billion, driven by a $1.46 billion fourth‑quarter haul that rose 34.4% year‑over‑year. The company completed its Power Solutions acquisition, adding a Building Systems segment that contributed $95.8 million in Q4 revenue. Management projected fiscal 2027 contract revenue of $6.85‑$7.15 billion.
JPMorgan Maintains Overweight Rating on StoneCo (STNE)
JPMorgan analyst Guilherme Grespan lowered StoneCo's price target to $20 from $21 while maintaining an Overweight rating. The Brazilian fintech announced an extraordinary dividend of $2.53 per share payable on May 4, 2026. In Q4, StoneCo posted adjusted EPS of $0.51, beating estimates, but revenue of $690.1 million fell short of the $717.9 million consensus. Management highlighted a 2025 “deliberate simplification” strategy, including the sale of Linx to sharpen focus on core operations.
Supreme Shares Rally on Upbeat Trading Update
Supreme, the UK‑based FMCG group behind Sci‑Mx and Battle Bites, announced a trading update projecting a 15% revenue rise to £265 m ($358 m) and adjusted EBITDA of £40.6 m, both well above consensus. The outlook is bolstered by the recent £27 m ($36 m)...
NETGEAR Schedules First Quarter 2026 Results Conference Call
NETGEAR, Inc. announced it will hold a conference call on April 29, 2026 at 5:00 p.m. ET to review its first‑quarter 2026 financial results and preview the second‑quarter outlook. The call will be accessible via a toll‑free number (888) 660‑6392 and an international line...
Chip Makers and Defence Contractors Power Profit Upgrade for London Tech Stock Renishaw
Renishaw, the UK‑based precision‑technology group, upgraded its profit guidance, sending its FTSE 250 shares above 7% to a multi‑month high. The company now expects revenue of £775‑£805 million (about $985‑$1.02 bn) and profit of £145‑£165 million ($184‑$210 million), up from its February outlook. Growth is...
MPLX: Boasting Strong ROIC As Distribution Growth Could Accelerate
MPLX LP, Marathon Petroleum’s midstream subsidiary, delivers a 7.71% dividend yield and an impressive 18.2% internal cash ROIC, underscoring its capital efficiency. The firm’s 2025 capex plan of $2.4 billion is 90% focused on natural‑gas and NGL services, targeting mid‑teen returns...
Amazon Buys Globalstar to Challenge Starlink – Merger Arbitrage Mondays
Amazon.com announced a definitive agreement to acquire Globalstar for $11.68 billion, adding roughly two dozen low‑Earth‑orbit satellites to its Project Kuiper constellation. Globalstar shareholders can elect $90 in cash or 0.321 Amazon shares per share, with cash elections capped at 40% of...
Lumentum to Triple Revenue as Photonics Limits AI Speed
Lumentum is expected to 3x its revenue by 2028. Photonics & the speed data is transferred is the real Ai bottleneck $LITE
Razorpay Plans Confidential IPO Filing Soon; Targets $600-700 Million Raise at $5-6 Billion Valuation
Razorpay is preparing a confidential IPO filing within weeks, targeting a $600‑$700 million raise at a $5‑$6 billion valuation, down from its $7.5 billion peak. The fintech recently completed a reverse flip to India, incurring roughly $150 million in tax costs, and reported FY25...
Autoliv Q1 2026 Revenue Up 6.8% to $2.75B, China & India Drive Growth
Autoliv (NYSE:ALV) posted first‑quarter 2026 revenue of $2.75 billion, a 6.8% year‑over‑year increase, and non‑GAAP earnings of $2.05 per share, beating consensus by 11.4%. The growth was anchored by strong sales in China and India, even as the company faced margin...
Wintrust Financial Corp (WTFC) Q1 2026 Earnings Call Transcript
Wintrust Financial reported a record full‑year net income of $824 million, a 19% increase year‑over‑year, and earnings per diluted share rose to $11.40. Loan and deposit balances grew double‑digits, with loans up 11% and deposits up 10% to roughly $71 billion in...
What’s Schrodinger Inc (SDGR) Working Out with Anthropic?
Schrödinger Inc. announced at the KeyBanc Healthcare Forum that it will move 75% of its software contracts to hosted, cloud‑based models within three years, responding to growing customer demand. The company is also collaborating with Anthropic and other AI firms...
Why Recursion Pharmaceuticals Inc (RXRX) Expanded Citeline Partnership
Recursion Pharmaceuticals announced an expanded partnership with Citeline on March 31, adding the data‑provider’s real‑world evidence capabilities to its AI‑driven drug discovery platform. The integration is designed to improve clinical‑trial design and accelerate decision‑making for its pipeline of cancer and...
Butterfly Network Inc (BFLY): Top Medical AI Stock to Buy
Butterfly Network announced FDA clearance for its AI‑powered handheld ultrasound that estimates gestational age in under two minutes. The AI model was trained on millions of diverse ultrasound images, aiming to improve prenatal care in emergency and rural settings. In...
Here Is Why Lantheus Holdings Inc (LNTH) Is Among the Best Medical AI Stocks to Invest In
Lantheus Holdings (LNTH) has outperformed the market, climbing about 23% year‑to‑date and 46% over the past six months. The company secured FDA approval for its prostate‑cancer imaging agent PYLARIFY TruVu on March 6, while its diagnostic kit LNTH‑2501 remains under extended...
Teladoc Health Inc (TDOC): AI Push Amid Share BuyBack Calls
Teladoc Health is under pressure from activist Pineal Capital, which is demanding a minimum $200 million share‑repurchase program and a split of its Integrated Care and BetterHelp businesses. The company is simultaneously expanding its AI portfolio, adding workplace‑safety and fall‑prevention tools...
Here’s What TD Cowen Thinks About Tempus AI Inc (TEM) Stock
TD Cowen upgraded Tempus AI Inc (NASDAQ:TEM) to a Buy rating, trimming its price target to $65 from $70. The company reported an 83.4% revenue jump to $1.3 billion in 2025 and projects $1.59 billion for 2026, a 25% increase. Strategic partnerships...
Favorable Zio Results Brighten iRhythm Holdings, Inc (IRTC)’s Prospects
iRhythm Holdings presented new clinical data at the ACC 2026 Scientific Sessions showing its Zio patch identified actionable arrhythmias in nearly half of patients with chronic kidney disease and markedly higher atrial fibrillation detection in severely obese individuals. The company...
Is Shah Capital’s Criticism of Novavax Fair? A Wall Street Analyst Weighs In
Novavax faces renewed activist pressure as Shah Capital, a 9% shareholder, announced it will vote against the company’s board and executive compensation at the 2026 annual meeting. The hedge fund criticizes the under‑performing $22 million sales from the 2024 Sanofi partnership...
The Humanoid Robot IPO Wave Nobody Is Ready For — And 4 Stocks Positioning For It Right Now
Unitree Robotics filed a $610 million IPO on Shanghai’s STAR Market, valuing the company at $7 billion as its entry‑level humanoid robot now sells for $5,900. Prices for humanoid robots have collapsed 85% in two years, enabling mass deployment in factories such...
Bath & Body Works Pulls Back From Laundry Line as Sales Slip
Bath & Body Works announced it will scale back its laundry‑care portfolio after a weak fiscal‑2025 quarter saw net sales fall 2% and net income drop 11%. CEO Daniel Heaf said the move is part of a broader “Consumer First...
Jim Cramer on Constellation Energy (CEG): “I Think Represents Decent Value at These Levels”
Jim Cramer highlighted Constellation Energy (CEG) as a stock worth watching, noting its deep experience with nuclear power and its effort to restart the Three Mile Island plant. While he praised nuclear energy’s clean‑energy potential, Cramer cautioned that building new...
Data Modul AG Posts Q1 Profit Turnaround, Shares Jump 6% to €28.20
Data Modul AG announced a first‑quarter profit reversal, with EBIT moving into positive territory and bookings edging higher. The news lifted the share price 6.02% to €28.20 (about $30.5), underscoring the firm’s successful turnaround and setting the stage for its...
IonQ Stock: Accuracy Edge Fuels Bullish Hope, Valuation Risks Keep Bears Skeptical
IonQ (IONQ) jumped 3.31% to $44.68, lifting its market cap to roughly $10 billion after Nvidia’s quantum‑day rally and a DARPA award. Investors weigh the company’s record 99.99% two‑qubit fidelity, $3.3 billion cash pile and SkyWater acquisition against a 95× price‑to‑sales multiple...
Network18 Q4 Loss at Rs 29.61 Crore, Revenue up 9.7% to Rs 615.78 Cr
Network18 Media & Investments posted a Q4 consolidated loss of Rs 29.6 crore (≈$3.6 M), a slight improvement from Rs 29.1 crore a year earlier. Revenue rose 9.7% YoY to Rs 615.8 crore (≈$74 M) and 14.2% QoQ, while EBITDA reached Rs 30 crore (≈$3.6 M) with a 4.9% margin. The...
Morgan Stanley Upgrades Affirm to Overweight, Sets $76 Target as Private Credit Fears Seen Overblown
Morgan Stanley upgraded Affirm Holdings to Overweight and named it a top pick, lifting its price target to $76. The firm argues that market concerns over private‑credit funding are exaggerated and points to a May 12 investor forum as a...
Entain Posts 3% Q1 Net Gaming Revenue Rise, Volume Up 8%
Entain PLC announced a 3% increase in first‑quarter net gaming revenue and an 8% jump in betting volume, signalling renewed strength in its diversified online gambling portfolio. The company reaffirmed its FY2026 EBITDA target of £1.131 billion (≈$1.44 billion).
Upstart AI Lending Platform Posts 35% Revenue Surge and Targets $1.4B in 2026
Upstart Holdings posted a 35% year‑over‑year revenue increase in Q4 2025 and turned a $2.8 million loss into an $18.6 million profit. The AI‑driven lender also applied for a U.S. bank charter and projects $1.4 billion in revenue for 2026, signaling a potential...
Figure Clashes With Short Seller Over Blockchain Lending Claims
Figure Technology Solutions, a $7.7 billion HELOC fintech, is locked in a public dispute with short‑seller Morpheus Research, which claims the company exaggerates its blockchain usage. Morpheus, holding short positions, labeled Figure a “risky home‑equity lender masquerading as a blockchain innovator”...
J.B. Hunt CEO Touts First-Quarter Performance
J.B. Hunt Transport Services reported a strong first‑quarter, posting net earnings of $141.6 million ($1.49 EPS), up roughly 20% year‑over‑year, and total operating revenue of $3.06 billion, a 5% increase. CEO Shelley Simpson highlighted a tighter truckload market driven by stricter safety...
GraniteShares' YieldBOOST ETFs Offer Weekly Distributions Over 100%
GraniteShares just announced weekly distributions for its YieldBOOST ETFs — some with distribution rates above 100%. Read here: https://t.co/Q5x1XPNPAg @WillRhind @GraniteShares
Manycore Shares up as Much as 185% in First Day of Hong Kong Trading
Manycore Tech, a Hangzhou‑based spatial design software maker, debuted on the Hong Kong Stock Exchange and saw its shares jump as much as 185% on the first day of trading. The company raised HK$1.22 billion (about US$156 million) by selling 160.6 million shares...
The IPO Buzz: Aevex (AVEX) – Drone Maker – Prices IPO at $20 – Above Mid-Point
Aevex Corp. priced its IPO at $20 per share, selling 16 million shares to raise $320 million and achieving a post‑pricing market cap of $2.24 billion. The company will debut on the New York Stock Exchange on April 17. While reporting a $16.78 million net loss...
Zip Sees Bad Debts Rising as People Turn to BNPL to Pay for Essentials
Zip, one of Australia’s largest buy‑now‑pay‑later (BNPL) providers, posted a record quarterly cash earnings of $65.1 million AUD (≈$43 million USD), a 41% jump year‑over‑year. Transaction volume climbed 22.4% to $4 billion AUD, pushing the operating margin to 19.4%. Bad‑debt levels rose to...
Westlake Chemical Partners LP (WLKP): Deep Value Chemical-Related Business
Westlake Chemical Partners LP (WLKP) operates fee‑based ethylene production facilities and sells almost all output to its parent, Westlake Corp, under long‑term contracts. The partnership generates $1.17 billion in revenue with strong margins—about 30% gross and 27% operating—and delivers over $200 million...
Autoliv Inc (ALV) Q1 2026 Earnings Call Transcript
Autoliv reported first‑quarter net sales of $2.8 billion, a 7% year‑over‑year increase driven by favorable currency translation, tariff compensation and modest organic growth. Gross profit rose, lifting the gross margin by roughly 60 basis points, while adjusted operating income slipped 4%...
Badger Meter Inc (BMI) Q1 2026 Earnings Call Transcript
Badger Meter Inc. reported first‑quarter 2026 revenue of $381 million, a modest 1% increase year‑over‑year, while new‑boat sales slipped 6% and pre‑owned sales surged 24%. Gross profit rose to $89 million, expanding the margin to 23.5% (+110 basis points) despite higher SG&A...
Fifth Third Bancorp (FITB) Q1 2026 Earnings Call Transcript
Fifth Third Bancorp reported Q1 2026 earnings with revenue up 33% to $2.9 billion and adjusted net income rising 38% to $734 million, reflecting the recent Comerica acquisition. Net interest income reached $1.94 billion, boosting the net interest margin 17 basis points to...
Robinhood's Massive Revenue, Profit, and Diversified Business
Everyone sold $HOOD on crypto. Here's what they missed: $4.47B revenue (+52%) $1.88B net income (42% margin) Rule of 40: 108 — Hyper-Elite 11 revenue streams over $100M each 4.2M Gold subscribers (+58%) Trump Accounts: govt contract for 25M families This isn't a trading app anymore. Full breakdown: https://open.substack.com/pub/dralexkoh/p/hood-deep-dive-i-called-this-stock
Kinnevik AB Q1 Loss Swells to SEK 7.97 Bn ($876 M), Sparking Investor Concern
Kinnevik AB reported a first‑quarter loss of SEK 7.969 bn ($876 m), or SEK 28.77 per share, more than double the SEK 3.037 bn loss a year earlier. The steep decline has heightened anxiety among Swedish and broader European investors about the firm’s portfolio exposure.
Paylocity Announces Q3 FY26 Earnings Conference Call
Paylocity Holding Corporation (Nasdaq: PCTY) announced that it will host a conference call on Thursday, May 7, 2026 at 4:00 p.m. Eastern Time to discuss its third‑quarter fiscal 2026 results. The call will provide investors with detailed financial performance metrics and...
UBS Raises Its Price Target on Dana Inc (DAN) to $42
UBS raised its price target on Dana Incorporated to $42 on April 14, up from $40, while maintaining a Buy rating. Barclays had earlier lifted its target to $41, reflecting renewed optimism ahead of Q1 earnings. Dana’s "Dana 2030" roadmap...
UBS Raises Its Price Target on BorgWarner (BWA) to $56
UBS raised its price target on BorgWarner (BWA) to $56 from $55 on April 14, 2026, while keeping a Neutral rating. The bank said the stock’s valuation looks more reasonable after a cautious stance following the Q4 results and 2026...
JPMorgan Downgrades EVgo (EVGO) to Neutral From Overweight
On March 25, 2026 JPMorgan downgraded EVgo (NASDAQ:EVGO) to Neutral from Overweight after assuming coverage, citing a lack of near‑term catalysts and slow margin expansion. The firm expects profitability to stay subdued through at least Q3, despite EVgo’s recurring‑revenue model...
Is VinFast (VFS) the Best EV Stock to Buy For Long Term Investment?
VinFast Auto Ltd. (NASDAQ:VFS) reported a 127% year‑over‑year jump in March 2026 deliveries, moving 27,609 EVs in Vietnam and reaching 53,684 units for the first quarter. The Limo Green and VF 3 were the top‑selling models, together accounting for over 22,000 deliveries...
Small‑mid Caps Poised to Reclaim Premium over Large Caps
Smalls and mids still trading at a big discount to large. Recovered a some of the discount but traded at a premium to large for most of the decade. Got to this level in 2022 before falling back. Question is...
J.B. Hunt Q1 Revenue Up 5% to $8.1B, Operating Income Rises 16%
J.B. Hunt Transport Services posted first‑quarter revenue of $8.1 billion, a 5% increase year‑over‑year, while operating income climbed 16% to $761 million. Management highlighted record intermodal volumes, $30 million in structural cost cuts and a $700 million debt retirement.
Duolingo Could Match Its Valuation with 100M Paid Users
"I think there is a very real scenario where Duolingo delivers on its super tutor-in-your-pocket vision and 100 million global paid subs at $100/year and 30% FCF margins results in $3 billion annual FCF vs. the current enterprise value of...
J.B. Hunt Q1 Earnings Surge on Cost Cuts, Volume Gains
New blog post - J. B. Hunt Q1 Earnings Boost By Cost Initiatives & Higher Volumes https://t.co/sGDzdAk30f Nothing fancy - I figured I'd mostly share quotes that I found interesting and also a few bits from Stifel's Bruce Chan's note on...
Rentokil Initial Posts 3.4% Organic Revenue Growth in Q1, Boosted by North America
Rentokil Initial announced first‑quarter group revenue of $1.68 bn, up 4.3% year‑on‑year, with organic revenue growth of 3.4%. The rise was powered by price increases and expanding pest‑control contracts in North America, positioning the firm for a full‑year performance in line...
Aixtron’s Preliminary Q1 Order Intake up 30% Year-on-Year, Driven by Opto Comprising 65% Share
German deposition equipment maker Aixtron reported preliminary Q1 2026 revenue of about €59 m (~$71 m), a 48% decline from a year earlier, while gross margin fell to roughly 18%. Despite the revenue drop, order intake jumped 30% YoY to €171 m (~$205 m),...