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.
DataDog (DDOG) Climbs 31% as Profits More-Than-Double
DataDog Inc. (DDOG) surged 31.3% to $188.73 after reporting a first‑quarter net income of $52.57 million, a 113% jump from a year earlier. Revenue topped $1 billion, up 32% YoY, driven by strong demand for its cloud‑monitoring platform. The company forecast second‑quarter revenue of $1.07‑$1.08 billion and full‑year 2026 revenue of $4.3‑$4.34 billion, representing 25‑26% growth. A DASH 2026 conference will spotlight new AI‑powered observability tools.
HawkEye 360 (HAWK) Rockets 30.8% on Space Stocks Appetite
HawkEye 360 debuted on the NYSE, surging roughly 30% to close at $34 after opening at $26. The IPO raised $416 million from 16 million shares, with a potential $62.4 million extra via an overallotment option. Proceeds will retire $48.6 million of debt, fund...
Himax Technologies (HIMX) Hits 4-Year High on Upbeat H2 Outlook
Himax Technologies (NASDAQ:HIMX) surged 30% to close at $16.03, hitting a four‑year high after issuing an upbeat second‑half outlook. The company reported a 60% drop in net income to $7.99 million and a 7.4% revenue decline to $199 million year‑over‑year, citing AI‑driven...
H&R Block (HRB) Ends Losing Streak as Profits Soar 17%
H&R Block reported a 17% jump in net income to $847.9 million for Q3 FY2026, helped by a one‑time tax benefit and share buybacks. Revenue rose 5% to $2.4 billion, driven by higher volume in its assisted tax‑preparation segment and international growth....
Warby Parker (WRBY) Beats Revenue Guidance, Rockets 23%
Warby Parker Inc. reported first‑quarter revenue of $242 million, an 8% year‑over‑year rise that topped its $238‑$240 million guidance, sending the stock up 23.5% to $27.20. Net income slipped 8% to $3.18 million despite the top‑line beat. The company now projects second‑quarter revenue...
LifeStance (LFST) Hits 2-Year High as Q1 Profits Soar 1,900%
LifeStance Health Group posted a spectacular first‑quarter earnings beat, with net income soaring 1,908% to $14.2 million and revenue climbing 21% to $403.5 million. The stock surged 20% intraday, reaching a two‑year high of $8.85 per share. CEO Dave Bourdon credited rising...
MarketAxess Q1 Beats Forecasts, Lifts Energy‑Services Shares
MarketAxess Holdings reported Q1 2026 earnings of $2.25 per share on $233 million revenue, surpassing Wall Street forecasts. The surprise results sent the stock up 2.57% pre‑market and sparked gains in related energy‑services equities.
Blue Owl Technology Finance Posts Q1 Gains, $2B Liquidity Fuels Tech Lending
Blue Owl Technology Finance Corp (OTF) announced Q1 2026 results showing $7.6 billion in net assets, $2 billion of available liquidity and a $0.05 per‑share special dividend. The lender said market volatility widened spreads but its credit performance remained solid, positioning it...
Affirm Earnings Put Consumer Credit, Private Credit in Focus
Affirm reported a strong quarter, with gross merchandise volume climbing 35% year‑over‑year to $11.6 billion and revenue rising 33% to $1.04 billion. Delinquency rates remained flat, with 30‑plus‑day loans at 2.8% and 90‑plus‑day at 0.7%, indicating stable borrower performance. The company highlighted...
Iren’s Stock Soars as a Major Nvidia Investment Overshadows Revenue Shortfall
Iren’s shares surged after the company disclosed a strategic partnership with Nvidia that includes a five‑year right to purchase 30 million shares at $70 each, valuing the deal at up to $2.1 billion. The collaboration will see Iren deploy 5 gigawatts of infrastructure...
SoundHound’s Stock Falls as Acquisitions Weigh on Earnings Results
SoundHound AI reported Q1 revenue of $44.2 million, up 52% year‑over‑year and ahead of the $42.6 million consensus, but posted an adjusted loss of 6 cents per share, missing the 4‑cent expectation. The earnings miss sent the stock down 12% in after‑hours trading....
Unity Software Posts 17% Revenue Rise in Q1 2026, Highlights Engine Growth
Unity (NYSE: U) announced first‑quarter 2026 revenue of $508 million, a 17% year‑over‑year increase, driven by 35% growth in strategic revenue. The results underscore accelerating adoption of its game‑engine tools and ad‑network offerings despite a widened net loss.
Dauch Corp (DCH) Q1 2026 Earnings Call Transcript
Dauch Corporation finalized the $4.2 billion acquisition of Dauch Group plc, GKN Automotive and GKN Powder Metallurgy in February 2026, rebranding from American Axle & Manufacturing Holdings. The combined entity posted flat Q4 sales of $1.38 billion and a full‑year 2025 GAAP...
Oshkosh Corp (OSK) Q1 2026 Earnings Call Transcript
Oshkosh Corp reported Q4 2025 revenue of $2.7 billion, a 3.5% year‑over‑year increase, driven by higher Access sales volume and stronger Vocational pricing. Adjusted operating income fell to $226 million, pushing the operating margin to 8.4% as product mix and tariff pressures...
PPL Corp (PPL) Q1 2026 Earnings Call Transcript
PPL Corp reported Q1 2026 earnings of $1.81 ongoing EPS, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility announced a $23 billion capital plan through 2029, adding $3 billion of equity needs and raising its quarterly dividend...
Interface Inc (TILE) Q1 2026 Earnings Call Transcript
Interface Inc. reported record 2025 results, delivering $1.39 billion in net sales (5.4% reported growth, 4.3% currency‑neutral) and a 39% adjusted gross margin, the highest in company history. The One Interface strategy drove double‑digit billings growth in health‑care (21%) and education...
Gran Tierra Energy Inc. Reports First Quarter 2026 Results
Gran Tierra Energy reported Q1 2026 results, posting average working‑interest production of 45,497 boepd, a modest dip from prior periods. The company sold its Simonette Montney block for $49 million, boosting cash to $125 million and repaying $133 million of debt. It also signed an...
Zillow Posts 18% Revenue Rise in Q1 2026, Highlights AI‑driven Growth
Zillow Group posted an 18% year‑over‑year revenue increase to $1.2 billion in Q1 2026 and net income of $46 million, beating its outlook. The company credited AI‑enabled integration across its for‑sale and rental platforms for the outperformance and signaled continued momentum in...
Bear Cave Alert Triggers 50% Drop in Planet Fitness Stock
Today is a great reminder to read and support The Bear Cave newsletter As early as January 2023, The Bear Cave raised serious concerns about billing fraud, oversaturation, and consumer churn at Planet Fitness $PLNT is down ~31% today on...
FTAI Tops Buy Point As Jet Engine Specialist Finds Entry Into AI Data Centers
FTAI Aviation surged past its 278‑point buy level, entering a 291.90 buy zone and earning a spot on IBD’s 50 Stocks to Watch. The jet‑engine repair and leasing firm reported Q4 earnings of $1.29 per share and sales of $831 million,...
Maximus, Inc. Q2 2026 Earnings Call Summary
Maximus, Inc. raised its FY2026 adjusted EBITDA margin guidance to 12%‑15% after reporting that AI‑enabled automation now performs roughly half of the work in its dispute‑resolution programs. The company highlighted a shift to a "proactive integrity" model that uses advanced...
SiTime Stock Launches On AI Data Center, LEO Satellite Opportunities
SiTime reported a blockbuster first‑quarter, with earnings soaring 454% YoY to $1.44 per share and revenue climbing 88% to $113.6 million. The company forecast second‑quarter earnings of $1.93 per share on $145 million sales, reflecting over 300% profit growth and 100%+ revenue...
Kinaxis Inc. (KXS:CA) Q1 2026 Earnings Call Transcript
Kinaxis Inc. held its fiscal 2026 first‑quarter earnings call on May 7, 2026, with CEO Razat Gaurav and CFO Blaine Fitzgerald presenting the results. The company focused on IFRS financials and a reconciliation of adjusted EBITDA, underscoring its growth narrative in the cloud‑based supply‑chain...
This Sneaky AI Play Nearly Doubled Sales. The Stock Is Rising Sharply.
SiTime (NASDAQ: SITM) reported first‑quarter adjusted earnings of $1.44 per share, up from $0.26 a year earlier, and revenue that almost doubled year‑over‑year, driven by AI data‑center demand. The company forecast full‑year revenue growth of at least 80%, comfortably beating...
Insmed Tanks On Its Most Important Launch; Why Analysts Remain Bullish
Insmed’s newly launched lung drug Brinsupri posted first‑quarter sales of $208 million, beating sell‑side forecasts but falling short of the $230 million buy‑side target. The miss triggered a near‑17% plunge in the stock, sending shares to $114.25, their lowest level since August....
AerCap’s Earnings Reveal Aviation’s Power Shift
AerCap’s latest quarter posted $889 million in adjusted net income and lifted its full‑year earnings outlook, underscoring the lessor’s growing dominance after a series of mega‑acquisitions, including the $30 billion GECAS deal. The firm sold $1.5 billion of assets at a $300 million gain,...
This Regional Bank With 4.9% Dividend Yield Just Hit A Buy Point
Columbia Banking System (COLB) trades near a 30.11 buy point, offering a 4.9% dividend yield that dwarfs the S&P 500’s 1% average. The bank posted Q1 earnings of $192 million, up from $87 million a year earlier, driven largely by its Pacific Premier...
Problems at Kinsale Capital Group (KNSL)
Kinsale Capital Group, a $7 billion surplus‑lines insurer, has drawn sharp criticism from short‑seller The Bear Cave. The firm alleges Kinsade overcharges small‑business clients, loads policies with extensive exclusions and maintains a 60% policy‑holder retention rate—far below the 90% norm for...
Sunrun Maintains 2026 Guidance Despite Q1 Headwinds, Pivots Toward Storage and Grid Services
Sunrun reported a mixed Q1 2026, posting negative $59 million cash generation but beating revenue expectations with $722 million, a 13% upside. The company shifted $31 million of project‑finance draws to Q2, deployed 154 MW of solar‑plus‑storage, and saw net subscriber value climb to...
Truist Raises Its Price Target on Unum (UNM) to $96
Truist raised its price target on Unum Group (NYSE:UNM) to $96, up from $88, and kept a Buy rating after the insurer beat Q1 earnings expectations. Keefe Bruyette also lifted its target to $105, maintaining an Outperform stance. Unum reported Q1...
Hexaware Reports 7.4% Net Profit Growth to ₹351 Crore in Q1
Hexaware Technologies posted a 7.4% rise in net profit to roughly $42 million (₹351.6 crore) for the March‑ending quarter, while revenue climbed 12.6% to about $435 million (₹3,613 crore). EBIT grew 133 basis points to ₹480.1 crore, delivering a 13.3% margin, and the firm announced...
GXO Logistics Beats Q1 2026 Forecast, Raises Full-Year Guidance
GXO Logistics reported first‑quarter 2026 earnings of $0.50 per share on $3.3 billion of revenue, surpassing consensus forecasts of $0.37 EPS and $3.22 billion revenue. The logistics firm lifted its full‑year adjusted EPS guidance to $2.90‑$3.20 and adjusted EBITDA to $935‑$975 million, sending...
UFC’s $7.7 B Paramount+ Deal Fuels 26% Q1 Revenue Surge for TKO
The UFC signed a seven‑year, $7.7 billion licensing agreement with Paramount+ that took effect at the start of 2026, propelling TKO’s Q1 revenue 26% year‑over‑year to $1.6 billion. The deal also lifted UFC’s own quarterly revenue 12% to $401.2 million and helped the...
Peloton Posts Modest Revenue Growth, Signals Turnaround
Peloton is making progress, growing revenue by 1% year over year. We’ve got a lot of work going on with R&D,” CEO says. “The stuff will come in the existing modalities first. We feel great about not just our present,...
BGC Group Registers 19% Y/Y Increase in Revenues in Q1 2026
BGC Group reported record first‑quarter 2026 revenue of $955.5 million, a 44% year‑over‑year increase. Growth was broad‑based, with equities up 34.3% to $84.5 million and foreign‑exchange revenue rising 19.1% to $131 million. The Iran conflict added volatility but contributed only modestly, as underlying...
Silence Therapeutics Highlights Recent Business Achievements and Reports First Quarter 2026 Financial Results
Silence Therapeutics reported Q1 2026 results, ending the quarter with $70.1 million in cash and a net loss of $15 million, a sharp improvement from the $28.5 million loss a year earlier. The company highlighted progress on its lead siRNA candidate divesiran, with Phase 2...
Shake Shack Plummets 20% Despite “Best Ideas” Hype
Shake Shack ($SHAK) -$19 (or -20%) after its EPS release this morning. One of @CNBCFastMoney panelist's favorite stocks ("Best Ideas in the Market)... the panelist will not admit a mistkae he will not be contrite because its a "long term...
Hawkeye360 IPO Jumps to $34
Signals-intel satelite fleet operator @hawkeye360 listed at $26 on @NYSE IPO May 7, opened at $33.80 and closed at $34 with a market cap of $3.17B. https://t.co/DDXHxVbqYD
JD Sports Under Pressure, but Senses Opportunities
JD Sports reported a 10.5% jump in total sales to £12.66 billion (about $16.1 billion) for the year ending January, but profit before tax fell 7.7% to £923 million (roughly $1.17 billion). Organic revenue growth slowed to 2.1% after recent acquisitions. The retailer highlighted...
DraftKings Keeps FY2026 Revenue and EBITDA Guidance
DraftKings maintains fiscal year 2026 revenue guidance range of $6.5 billion to $6.9 billion and fiscal year 2026 Adjusted EBITDA guidance range of $700 million to $900 million, per Q1 earnings release
Peloton's Subscriptions Surge 33% CAGR to $1.6B
Over the past six years (Q3 FY20 - Q3 FY26), Peloton's TTM subscription revenues have increased from $304 million to $1,647 million (~33% CAGR) https://t.co/6eNOMmyfus
Wolfspeed Q3 in Line with Guidance
Wolfspeed reported Q3 FY2026 revenue of about $150 million, matching the midpoint of its guidance range. GAAP gross margin was –27 percent and net loss $120 million, while adjusted EBITDA was –$62 million. The company refinanced roughly $476 million of first‑lien debt, cutting total debt...
Campari Maintains Growth Outlook Despite Weaker-than-Expected Sales
Campari posted 2.9% organic revenue growth in Q1, reaching €643 million (about $701 million), slightly below analyst forecasts. Strong performance from its flagship Aperol and solid gains in 18 countries helped the group reaffirm its 2026 guidance of 3% underlying growth. While...
Ivanhoe Swings to a First-Quarter Loss on DRC Tax Settlement; Increases Full-Year Exploration Spend
Ivanhoe Mines posted a $2 million net loss and a $35 million comprehensive loss for Q1 2026, driven by a $42 million share of loss from its Kamoa Holding JV after a $183 million tax settlement in the DRC. The quarter also saw a...
Coty Is Pivoting CoverGirl to Gen X Market Amid 1% Decline in Net Revenue
Coty reported a 1% dip in Q3 FY2026 net revenue to $1.28 billion, with Consumer Beauty sales falling 4% to $450.7 million. Executive chairman Markus Strobel announced a strategic shift to reposition CoverGirl as a Gen X‑focused brand, leveraging core lines like Simply Ageless and...
Freshworks Secures Biggest Deals Yet, Displacing Competitors
.@Freshworks starts landing bigger deals in Q1 https://t.co/uQ98NuwqMg Freshworks reported strong first quarter results and said it landed the two largest deals in its history due to competitor displacements.
Flex Ltd (FLEX) Hits All-Time High on Strong Earnings, Business Spinoff
Flex Ltd. surged to a record $134.99 intraday, closing at $134.73, after reporting FY2026 net income of $880 million (up 5%) and net sales of $27.9 billion (up 8%). The fourth‑quarter saw profit rise 12.6% to $250 million and sales jump 17% to...
Hut 8 (HUT) Revenues ‘More-Than-Triple, Shares Hit All-Time High
Hut 8 Corp. reported first‑quarter 2026 revenue soaring 226% to $71 million, primarily from its computing segment, while its net loss expanded 88.8% to $253 million. The company highlighted a $9.8 billion base‑term contract pipeline tied to triple‑net, take‑or‑pay leases for 597 MW of AI‑focused...
Compass (COMP) Climbs 27% on Swing to Q1 Profits
Compass Inc. posted a surprise swing to profitability in Q1, reporting $22 million of net income versus a $51 million loss a year earlier. Revenue nearly doubled to $2.7 billion, driven largely by the integration of Anywhere Real Estate’s earnings. Management highlighted disciplined...
Veeco Instruments (VECO) Hits 25-Year High on $250-Million Order
Veeco Instruments (NASDAQ:VECO) surged 25% to a 25‑year high of $62 after announcing $250 million in equipment orders for AI‑driven optical transceiver production. The orders cover its Spector IBD, Lumina MOCVD and WaferEtch systems, which are critical for indium phosphide laser...