Frontier Airlines 1Q26 Earnings
Frontier Airlines posted Q1 2026 operating revenue of $992 million, up 9% year‑over‑year, while GAAP net loss widened to $272 million and adjusted loss narrowed to $68 million. The carrier’s ultra‑young Airbus fleet delivers roughly 106 ASMs per gallon, the most fuel‑efficient mix in the U.S., cushioning the impact of a $4.25‑per‑gallon fuel price spike. The recent shutdown of Spirit Airlines opened pricing levers, allowing Frontier to lift fare revenue per passenger 21% and capture over 100 former Spirit routes. Guidance projects a smaller adjusted loss in Q2 despite higher fuel costs.
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...
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...
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...
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...
Mon 27 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s Small/Mid‑Cap Value Report, published on April 27 2026, spotlights a handful of undervalued equities across the small‑ and mid‑cap spectrum. The note dives deeper into Cognizant Technology (CTG) and BGO, while offering brief commentary on PBEE, VANQ, CLI, OHGR, HEAD...
Drilling Into LandBridge's Value with Chadd Garcia $LB
In a recent episode of the Yet Another Value Podcast, Chadd Garcia breaks down LandBridge’s (ticker $LB) land‑based royalty model, emphasizing surface rights, produced‑water handling, and infrastructure as core revenue drivers. He details the company’s expansion through pore‑space growth, strategic...
Weekend Reading: Scottish Mortgage’s Bumpy Ride
Scottish Mortgage Investment Trust (SMT) announced a series of share issuances over the past week, raising fresh capital from the market. The trust sold new shares multiple times, injecting additional funds into its portfolio. This aggressive capital‑raising move aims to...
Bruker Announces Date and Time of First Quarter 2026 Earnings Release and Webcast
Bruker Corporation announced that it will release its first‑quarter 2026 financial results before the market opens on Wednesday, May 6, 2026, at 8:00 a.m. Eastern Time. The earnings discussion will be streamed live via the company’s investor‑relations website and also available by telephone,...
Valmont Industries Reports Record Q1 EPS and Raises Full-Year 2026 Guidance
Valmont Industries posted a record first‑quarter diluted EPS of $5.51, a 27.5% jump, as net sales rose 6.2% to $1.03 billion. The Infrastructure segment led the surge, with North America Utility sales up 27.5% and overall segment revenue climbing 14.1% to...
Wed 22 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
On April 22, 2026, equity analyst Paul Scott published his Small/Mid‑Cap Value Report, spotlighting TENG as the headline recommendation. The brief also lists 17 additional tickers—including RKT, ABDN, SNR, and SHOE—spanning sectors such as biotech, industrials, and consumer goods. Scott’s...
Alaska Airlines Reports 1Q Loss, Uncertainty
Alaska Airlines reported a Q1 loss of $193 million, or $1.68 per share, driven by higher fuel costs and disruptions in Puerto Vallarta and Hawaii. Revenue reached $3.3 billion with RASM up 3.5% year‑over‑year and premium demand rising 8%, while international long‑haul...
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...
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...
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...
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...
Carl Zeiss Meditec: The Second Lens
Carl Zeiss Meditec (CZM) was re‑valued using two opposite approaches: a top‑down probability‑weighted DCF that priced the whole company between €11 (bear) and €62 (bull) with a blended fair value of roughly €38, and a bottom‑up sum‑of‑parts analysis that dissected...
EasyJet HY1 Losses Deepen as Costs Escalate
easyJet forecast a headline pre‑tax loss of £540‑560 million ($686‑$711 million) for the first half of FY 2026, deeper than the £394 million ($500 million) loss recorded in 2025. The higher loss reflects a £30 million ($38 million) strategic investment in Milan Linate and Rome Fiumicino slots,...
Thu 16 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s latest Small/Mid‑Cap Value Report spotlights a slate of 24 equities he deems undervalued, ranging from technology names like SAGA and ALU to industrial players such as MTO and MERC. The list spans multiple sectors and focuses on companies...
Raymond James Raises TXO Partners (NYSE:TXO) Price Target to $23
Raymond James raised its price target on TXO Partners (NYSE:TXO) to $23 from $18, maintaining a Strong Buy rating. The upgrade follows a $200 million Cross Timbers divestiture, including a $123.5 million sale to CTOC Energy, which is expected to generate about $100 million in...
Mon 13 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid Cap Value Report on April 13, 2026, highlighting a curated list of fifteen small‑ and mid‑cap equities he believes are undervalued. The report emphasizes low price‑to‑earnings multiples, strong dividend yields, and projected earnings beats...
Orthofix Realigns Spine Leadership to Strengthen Focus and Execution
Orthofix Medical announced a strategic realignment of its Spine leadership, eliminating the President, Global Spine Solutions role and placing senior executives directly under CEO Massimo Calafiore. Shaeffer Bannigan now oversees overall Spine strategy, while Mark Sienkiewicz and John Winge focus...
The IPO Buzz: Drone Maker Aevex (AVEX Proposed) Reveals Terms for $312 Million IPO
Aevex Corp., a California‑based drone and unmanned aerial system maker, filed to raise $312 million by offering 16 million shares at $18‑$21 each, with a midpoint price of $19.50 valuing the firm at about $2.18 billion. The IPO will list on the New...
Thu 9 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s latest Small/Mid‑Cap Value Report highlights a shortlist of ten under‑the‑radar equities, including MEGP, FSG, AVCT, GHH, DEVO, KETL, IGP, CLBS, VANL and RGG, with deeper coverage on KOO, CLBS, FSG and MEGP. The newsletter, released on April 9 2026, positions...
Metals Platform Miotal To Be Listed on Nasdaq Through FERA Merger
Miotal (SMT Holdings Limited) announced a definitive business combination with Fifth Era Acquisition Corp. I (NASDAQ: FERA), securing a Nasdaq listing through the SPAC merger. The strategic metals platform boasts one of the world’s largest consolidated inventories of high‑purity materials,...
Tue 7 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s Small/Mid Cap Value Report, dated April 7, 2026, spotlights a curated list of ten small‑ and mid‑cap equities, including JTC, VLX, HTG, BKS and MWE. The analysis emphasizes each stock’s valuation upside, cash generation, and dividend potential. Scott...
Thu 2 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s Small/Mid‑Cap Value Report spotlights six equities—Lloyds Banking Group (LLOY), SSE, MCB, AOM, SDY and TRCS—while drilling deeper into SDY and MCB as primary value candidates. The analysis emphasizes their low price‑to‑earnings multiples, solid dividend yields, and resilient cash...
Wed 1 Apr 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott’s Small/Mid Cap Value Report released April 1, 2026, spotlights a dozen small- and mid‑cap equities, with RNWH and BILN receiving deeper coverage. The list includes RMV, BKG, FTC, SUS, TPT, CML, CAV, SBTX and INSG, suggesting a broad...
Mon 30 Mar 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his March 30, 2026 Small/Mid Cap Value Report, highlighting a curated list of undervalued small‑ and mid‑cap equities including KLR, BUR, PAY, DEBS, BIG, GMR, ACSO, BVXP, SPSY, TENG, AOTI, TBLD, ABDX and RTC. The report’s primary...