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.
LoanDepot Inc (LDI) Q1 2026 Earnings Call Transcript
loanDepot reported a 15% rise in pull‑through weighted rate lock volume to $5.4 billion and a 20% jump in adjusted revenue to $278 million, narrowing its adjusted net loss to $25 million. The company’s gain‑on‑sale margin accelerated to 355 basis points, surpassing guidance, while servicing assets now total $117 billion of unpaid principal balance. A leadership change is underway as CEO Frank Martell will step down in June, with founder Anthony Shea returning as interim CEO. Q2 guidance projects lock volume between $5.5 billion and $8 billion and a margin of 300‑350 basis points.
Leonardo DRS Inc (DRS) Q1 2026 Earnings Call Transcript
Leonardo DRS reported 13% organic revenue growth to $3.6 billion in 2025, with adjusted EBITDA up 13% to $453 million. Backlog reached $8.7 billion and book‑to‑bill stayed above 1.2, supporting 2026 revenue guidance of $3.85‑$3.95 billion. The company boosted R&D by 40% and capex...
Pitney Bowes Inc (PBI) Q1 2026 Earnings Call Transcript
Pitney Bowes reported Q1 2021 revenue of $915 million, up 14% in constant currency, with adjusted EPS of $0.07 versus a GAAP loss of $0.18 driven by a $0.22 refinancing charge. Adjusted EBIT rose to $50 million, yielding a 5% margin, while...
Workiva Inc (WK) Q1 2026 Earnings Call Transcript
Workiva reported Q3 2025 total revenue of $224 million, up 21% year‑over‑year, and subscription revenue of $210 million, rising 23% and surpassing the top end of its guidance. The company posted a non‑GAAP operating margin of 12.7%, beating expectations by 470 basis...
Peabody Energy Corp (BTU) Q1 2026 Earnings Call Transcript
Peabody Energy reported record safety and environmental performance in Q4 2025 and launched longwall mining at its Centurion mine ahead of schedule. The mine is slated to ship 3.5 million tons of premium hard‑coking coal in 2026, rising to 4.7 million tons...
ON Semiconductor Clears Q1 Hurdles, But Stock Drops
ON Semiconductor posted Q1 adjusted earnings of 64 cents per share on $1.51 billion revenue, beating consensus estimates of 61 cents and $1.49 billion. Year‑over‑year earnings rose 16% while sales grew 4%, driven by a more than 30% sequential surge in its...
Advanced Energy Industries Tops Views, But Stock Tumbles Late
Advanced Energy Industries reported Q1 adjusted earnings of $2.09 per share on $511 million in sales, surpassing consensus estimates of $1.98 EPS and $505.8 million revenue. Year‑over‑year earnings jumped 70% and sales rose 26%, while the company guided Q2 EPS to $2.18...
Bloom Energy Q1 Earnings Drive 1,400% Stock Surge on $751M Revenue Beat
Bloom Energy reported first‑quarter 2026 revenue of $751 million and adjusted earnings per share of $0.44, crushing analyst expectations. The results propelled the stock into a breakout, adding roughly 1,400% to its year‑to‑date gain and prompting a new revenue target of...
Diamondback Energy, Oil Stocks Skid On Earnings After Solid Rallies
Diamondback Energy posted Q1 earnings of $4.23 per share on $4.24 billion revenue, beating analysts’ forecasts despite a 7% EPS dip. The company raised its annual production and capital‑expenditure guidance, targeting 5% growth and moving forward with its $26 billion Endeavor merger....
OVV Hits 52‑Week High, Buy on Pullback
Macro: OVV 52-wk high $62.60; 1y +76.8%. Drivers: $3bn Anadarko sale to pay debt, upgraded PTs, stronger production/cashflow. Risk: May 11 earnings, oil-price exposure. Trade: buy on pullback to $58. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Sofi's Strong Earnings, 16% Drop Reveal Massive Undervaluation
$SOFI just reported a stellar earnings report, yet the market went mad, and the stock fell 16%. So I created a new 2030 Valuation Model. 👇 In this report, I expand on why I have made Sofi one of my largest holdings...
Red Flag Update: The Games GFL Plays
GFL Environmental’s shares surged roughly 55% from their May 2024 low, despite a tumultuous two‑year period marked by arson attacks, gunfire at CEO Patrick Dovigi’s home, and a contentious $4.8 billion CAD (≈$3.5 billion USD) bid to acquire Secure Waste Infrastructure. The stock’s...
Saia Reports Mixed Operating Metrics in Q1
Saia Inc., the Johns Creek‑based less‑than‑truckload carrier, posted Q1 net income of $49.9 million, or $1.86 per diluted share, beating analyst forecasts. Total operating revenue rose 2.4% to $806.2 million, yet the operating ratio slipped to 91.7% from 91.1%, a 60‑basis‑point increase....
3 Medical Info Systems Stocks Riding the GenAI Wave in a Tough Market
The medical information systems sector is riding a wave of generative AI despite a tough market, with AI‑in‑healthcare projected to grow at a 38.6% CAGR through 2030. Remote‑care demand and smart‑health product growth are driving a market that could reach...
McEwen Q1 2026 Results Conference Call
McEwen Inc. (NYSE/TSX: MUX) announced its Q1 2026 earnings conference call for Thursday, May 7, 2026 at 11:00 AM EDT. Management will review the quarter’s financial performance and provide updates on its gold‑silver mines, the Los Azules copper development—valued at $456 million for McEwen’s 46.3% stake—and the...
Norwegian Cruise Slashes Profit Forecast as Fuel Costs Continue to Rise
Norwegian Cruise Line lowered its fiscal 2026 adjusted earnings forecast to $1.45‑$1.79 per share, down from $2.38, as soaring fuel costs and softer demand weigh on profitability. Global oil prices breached $100 a barrel after Middle‑East tensions, pushing the company’s...
Lemonade Shares Drop 15% After Q1 2026 Earnings Miss Expectations
Lemonade Inc. saw its shares close about 15% lower after reporting Q1 2026 earnings that featured a 71% revenue surge yet a net loss of roughly $36 million. The mixed results underscore the tension between rapid top‑line growth and the need...
Robinhood Q1 Shows 47% Crypto Revenue Drop, CFO Charts Profit Path
Robinhood posted first‑quarter revenue of $1.07 billion, with cryptocurrency revenue plunging 47% to $134 million. CFO Shiv Verma said the firm remains crypto‑bullish but is trimming costs and expanding other lines to keep earnings growth alive.
OPay Hires Citi, Deutsche, JPMorgan for $4 Billion US IPO
OPay has engaged Citigroup, Deutsche Bank and JPMorgan Chase to lead a prospective US initial public offering, aiming for a $4 billion valuation. The fintech, valued at $2 billion in 2021 and projected above $3 billion by end‑2025, operates a network of over...
Ather Energy Crosses Rs 1,100 Cr Revenue in Q4 FY26; Losses Trim 57%
Electric two‑wheeler maker Ather Energy posted a record Q4 FY26 operating revenue of ₹1,175 crore (≈$157 million), a 74% year‑on‑year increase, while its quarterly loss shrank 57% to ₹100 crore (≈$13 million). For the full fiscal year, revenue grew 63% YoY and losses narrowed...
OPay Taps Citi, Deutsche Bank, JPMorgan for $4 Bn U.S. IPO
Nigeria’s fintech super‑app OPay has hired Citigroup, Deutsche Bank and JPMorgan Chase to manage a U.S. initial public offering targeting a $4 bn valuation. Backed by SoftBank, the deal marks one of the largest African tech listings in recent memory and signals...
Bakkt Completes $402M Revenue‑Boosting Acquisition of DTR, Issues 11.3M Shares
Bakkt Inc. closed its acquisition of Distributed Technologies Research (DTR) by issuing 11.3 million shares, a move that follows a 27% jump in quarterly revenue to $402.2 million. The deal merges Bakkt’s regulated infrastructure with DTR’s AI‑native payments engine, positioning the firm...
Rush Street Interactive COO Sells $1.37 Million of Stock Amid Earnings Beat
Rush Street Interactive's chief operating officer sold $1.37 million worth of company stock on May 2, 2026. The sale came as RSI's shares climbed 0.9% after the firm posted earnings that beat consensus. Analysts are watching the insider move alongside strong...
CNA Financial Corp (CNA) Q1 2026 Earnings Call Transcript
CNA Financial reported Q1 2019 core income of $318 million, a 13% year‑over‑year increase, and a core return on equity of 10.7%. The insurer achieved a 94.9% underlying combined ratio and a 60.7% underlying loss ratio, the lowest in a...
Diamondback Energy Inc (FANG) Q1 2026 Earnings Call Transcript
Diamondback Energy announced a $400 million reduction in Q1 capital expenditures, achieved by removing three drilling rigs and one frac spread in response to weaker oil markets and OPEC’s supply increase. Production averaged 475,000 barrels of oil per day in Q1,...
Otter Tail Corp (OTTR) Q1 2026 Earnings Call Transcript
Otter Tail Corp reported diluted earnings of $6.55 per share for 2025, a 9% decline but at the upper end of its guidance range. The electric segment delivered a 7% earnings increase, driven by a higher rate base and volume...
Transocean Ltd (RIG) Q1 2026 Earnings Call Transcript
Transocean reported $906 million in contract drilling revenue for Q1, delivering adjusted EBITDA of $244 million (27% margin) while posting a $79 million net loss and negative free cash flow of $34 million. Total liquidity stood at roughly $1.3 billion, backed by a $7.9 billion backlog...
RLJ Lodging Trust (RLJ) Q1 2026 Earnings Call Transcript
RLJ Lodging Trust posted a 1.5% decline in RevPAR for Q1 2026, driven by modest drops in occupancy and ADR, while non‑room revenue surged 7.2% to lift total revenue 0.2%. The company sold three hotels for $73.7 million at a 17.7x...
Boise Cascade Co (BCC) Q1 2026 Earnings Call Transcript
Boise Cascade reported first‑quarter 2026 sales of $1.5 billion, a 7% year‑over‑year decline, with net income falling to $40.3 million ($1.06 EPS). The Oakdale plywood and veneer plant outage trimmed $8 million of EBITDA and will continue to depress results through a partial...
Tennant Co (TNC) Q1 2026 Earnings Call Transcript
Tennant Co reported Q1 2026 results heavily impacted by a North American ERP go‑live that trimmed net sales by $30 million and shaved $22 million from adjusted EBITDA. The disruption caused a $15 million unrecoverable loss, drove a GAAP net loss of $4.4 million,...
Vornado Realty Trust (VNO) Q1 2026 Earnings Call Transcript
Vornado Realty Trust reported a strong Q1 2026, highlighting $915 million of debt reduction and cash balances rising to $1.4 billion. The company booked an $800 million GAAP gain from a 70‑year NYU master lease at 770 Broadway, which will generate $25 million...
Unitil Corp (UTL) Q1 2026 Earnings Call Transcript
Unitil Corp reported adjusted earnings of $3.16 per share for 2025, a 6.4% increase year‑over‑year, driven by higher margins and the integration of Bangor Natural Gas and Maine Natural Gas. The acquisitions added roughly 15,900 gas customers and are expected...
OSI Systems Inc (OSIS) Q3 2026 Earnings Call Transcript
OSI Systems reported record Q1 revenue of $344 million, a 23% year‑over‑year increase, driven primarily by a 36% surge in its Security division. Non‑GAAP adjusted EPS hit a record $1.25, while backlog climbed to $1.8 billion, all attributable to Security contracts. The...
BWX Technologies Inc (BWXT) Q1 2026 Earnings Call Transcript
BWX Technologies reported a record 2025 year and a strong Q1 2026, with total revenue rising 19% year‑over‑year to $886 million and full‑year revenue up 18% to $3.75 billion. Commercial Operations drove the surge, posting a 95% revenue jump and a 31%...
JELD-WEN Holding Inc (JELD) Q1 2026 Earnings Call Transcript
JELD‑WEN reported Q1 2026 revenue of $776 million, a 19% year‑over‑year drop, and adjusted EBITDA of $22 million, shrinking the margin to 2.8%. The company’s net‑debt leverage climbed to 4.6×, well above its 2‑2.5× target, prompting a withdrawal of full‑year guidance amid...
Verifone Owner in Talks to Buy Payments Firm Moneris
Canadian banks RBC and BMO are in advanced talks with private‑equity firm Francisco Partners to sell Moneris, Canada’s largest merchant payment processor, in a deal valued at more than $2 billion. Moneris handles over 5 billion transactions a year, making it a...
Is Verisk Analytics, Inc. (VRSK) A Good Stock To Buy Now?
Verisk Analytics (VRSK) is trading near $188 with a forward P/E of 23.3, reflecting a premium valuation despite modest growth expectations. The bearish case highlights near‑term cyclical headwinds in personal auto and property insurance, weaker transaction revenue, and intensifying competition...
Is Verisk Analytics, Inc. (VRSK) A Good Stock To Buy Now?
Verisk Analytics (VRSK) is trading near $188 with a trailing P/E of 27.3 and forward P/E of 23.3. A bearish thesis highlights near‑term cyclical headwinds in personal auto and property insurance, weakening transaction revenue and pricing power. The report warns...
Cboe Global Markets Beats Q1 Estimates, Shares Jump 9.6% on Options Surge
Cboe Global Markets reported Q1 2026 revenue of $728.9 million, adjusted EPS of $3.70 and a 33% rise in options revenue, beating expectations and sending the shares up 9.6%. The results underscore the exchange’s high‑margin growth and a strategic shift toward...
Five9 Beats Q1 Revenue Forecast, Cites AI-Driven Growth
Five9 reported first‑quarter revenue that exceeded analysts' expectations and pointed to AI‑driven revenue acceleration as a key growth driver. The earnings beat underscores the rising importance of AI in the cloud contact‑center SaaS market.
Trading Guide: Buy Gujarat Fluorochemicals & Kalyani Steels on Monday for Gains of up to 8%
The Nifty index is stuck in a 23,600‑24,400 range, with a break below 23,800 signaling further downside and a move above 24,400 opening the path to 24,600‑24,800. Technical analysts recommend buying Gujarat Fluorochemicals at ₹3,602 (≈ $43) targeting ₹3,900 (≈ $47), an...
Here Is Why TTM Technologies (TTMI) Is Among the 10 Under-the-Radar Stocks That Are On Fire Right Now
TTM Technologies (NASDAQ:TTMI) has surged 123.16% year‑to‑date through April 30, 2026, positioning it among the top under‑the‑radar winners. B. Riley lifted its price target to $165 from $162, while Stifel jumped its target to $175 from $135, both retaining Buy ratings. The upgrades...
Is Powell Industries (POWL) Among the Under-the-Radar Stocks That Are On Fire Right Now?
Powell Industries (NASDAQ:POWL) has surged 134.27% year‑to‑date, positioning it among the hottest under‑the‑radar stocks. Roth Capital raised its price target to $285 from $195, while JPMorgan initiated coverage with an Overweight rating and a $310 target, citing a $1.6 billion backlog....
Viavi Solutions Inc. (VIAV): 10 Under-the-Radar Stocks That Are On Fire Right Now
Viavi Solutions Inc. (NASDAQ:VIAV) has surged 188.6% year‑to‑date, positioning it among the hottest under‑the‑radar stocks. Rosenblatt lifted its price target to $70 from $42, while Susquehanna raised its target to $65 from $25, both citing a clean Q3 beat and...
FORM Raised To $155 As Semiconductor Tailwinds Build
FormFactor (NASDAQ:FORM) saw its price targets lifted as Evercore ISI raised its target to $155 and Citi to $165, both maintaining bullish ratings. The moves come as the company’s shares have rallied 122.6% year‑to‑date, reflecting strong investor confidence. FormFactor supplies...
Darling Ingredients Beats Expectations — But The Bigger Story Is Underneath
Darling Ingredients (NYSE:DAR) posted first‑quarter revenue of $1.6 billion, topping the $1.55 billion consensus, and highlighted an inflection point in earnings across its core businesses and the Diamond Green Diesel joint venture. The company’s YTD share price has surged 67.9%, driven by...
Why Element Solutions (ESI) Is Riding A Powerful Industry Wave
Element Solutions Inc. (NYSE:ESI) has rallied 65.92% year‑to‑date through April 30, 2026, after reporting double‑digit organic growth across all electronics segments in its first‑quarter results. Truist boosted its price target to $47 from $38 and UBS lifted theirs to $52...
AUR Stock In Focus After Massive Driverless Truck Expansion Plan
Aurora Innovation announced an expanded partnership with Hirschbach Motor Lines that could see the carrier own 500 Aurora Driver‑powered trucks, delivering roughly 500 million driverless miles. The memorandum of understanding sets the stage for a multi‑year revenue stream once commercial terms...
CAVA Group: This Price Target Hike Signals Growing Confidence
CAVA Group, the fast‑casual Mediterranean chain, saw its shares climb 54.14% year‑to‑date as of April 30, 2026. Bank of America lifted its price target to $108 from $95, while JPMorgan raised its target to $90 from $80, both maintaining bullish ratings. The...
Infleqtion Goes Public via SPAC, Stock Opens at $14.25 with $2.6B Market Cap
Infleqtion (INFQ) completed a SPAC merger on Feb. 17, debuting at $14.25 per share and a $2.57 billion market value. The pure‑play cold‑atom quantum firm aims to lift 2026 revenue to $40 million while it expands government‑backed sensor and timing contracts.