Quanta Services (PWR) Gains From Solid Execution
Carillon Eagle Mid Cap Growth Fund highlighted Quanta Services (PWR) as a standout performer in its Q1 2026 letter, noting a 131% gain over the past 52 weeks and a closing price of $604.97. The energy sector surged 45.23% in the quarter, helping Quanta’s stock rise 4.59% month‑over‑month. Hedge fund exposure increased to 90 portfolios, up from 73 in the prior quarter, reflecting growing institutional confidence. Management pointed to expanding backlog and AI‑related infrastructure opportunities as drivers of future growth.
Teradyne (TER) Surged on Investors’ Favour
Carillon Eagle Mid Cap Growth Fund highlighted Teradyne as a top pick in its Q1 2026 investor letter. Teradyne’s shares closed at $1,154.69, up 17.2% in the past month and 426% over the last year, giving the company a $3.1 billion...
Here’s What Putting Pressure on Ares Management (ARES)
Carillon Tower Advisers’ Q1 2026 letter for the Carillon Eagle Mid‑Cap Growth Fund flagged Ares Management Corp. (NYSE:ARES) as a stock under pressure after a wave of retail redemptions hit its private‑credit platform. Despite the headwinds, the fund praised Ares’ diversified...
DFI Retail Group Q1 Underlying Profit From Continuing Businesses up 49%
DFI Retail Group reported a 49% year‑on‑year jump in underlying profit from continuing operations in Q1 2026, driven by lower financing costs and disciplined cost control. Operating profit from the same segment rose 12% as the retailer trimmed expenses and...
OPmobility Reports Small Revenue Drop as Auto Industry Weakens
OPmobility posted a modest 0.4% drop in first‑quarter revenue to €2.83 billion ($3.34 billion), narrowly outpacing the 3.4% global auto‑production decline. The weakness was concentrated in Europe, where sales fell faster than regional vehicle output, while North America and Asia showed relative...
Quest Diagnostics Inc (DGX) Q1 2026 Earnings Call Transcript
Quest Diagnostics reported Q1 2026 revenue of $2.81 billion, a 7.1% year‑over‑year increase, driven by strong physician, hospital and consumer channels. Advanced diagnostics and the questhealth.com platform delivered double‑digit growth, with the consumer platform reaching a $100 million run rate. Strategic collaborations,...
Sonoco Products Co (SON) Q1 2026 Earnings Call Transcript
Sonoco Products reported record first‑quarter net sales of $1.7 billion, up 31% year‑over‑year, and adjusted EBITDA of $338 million, a 38% increase that lifted the margin to 16.6%. The company completed the sale of its thermoformed and flexible packaging business for $1.8 billion,...
Range Resources Corp (RRC) Q1 2026 Earnings Call Transcript
Range Resources reported Q1 2026 guidance of 2.35‑2.4 Bcfe per day, backed by a $650‑$700 million capital plan focused on maintenance and modest growth. The company generated over $650 million of free cash flow in 2025, benefitting from a $0.17 per Mcfe...
Equity LifeStyle Properties Inc (ELS) Q1 2026 Earnings Call Transcript
Equity LifeStyle Properties (LSI) reported Q1 FY2026 revenue of $157 million, a 14% year‑over‑year increase with organic sales up 7%. Adjusted EBITDA reached $15.7 million, delivering a 10% margin, while adjusted EPS rose 19% to $0.31. Both Lighting and Display Solutions segments...
Valmont Industries Inc (VMI) Q1 2026 Earnings Call Transcript
Valmont Industries reported Q1 2026 net sales of $359.3 million, up 2.6% year‑over‑year, driven by the Intex acquisition and new business wins, while the Canadian segment fell 18.7%. Adjusted EBITDA rose 4.2% to $54.5 million, with margins improving to 15.2%....
EQT Corp (EQT) Q1 2026 Earnings Call Transcript
EQT Corporation reported a record $2.5 billion free cash flow for 2025, driven by strong base production, 13% lower well‑cost per lateral foot, and a $200 million uplift from marketing optimization. Compression projects delivered a 15% production boost, while lease operating expenses...
Annaly Capital Management Inc (NLY) Q1 2026 Earnings Call Transcript
Annaly Capital Management reported an 8.6% economic return for Q1 2026 and a 20.2% return for the year, driven by investment gains and tighter spreads. Book value per share rose 5% to $20.21, while leverage fell to a historically low...
Genuine Parts Co (GPC) Q1 2026 Earnings Call Transcript
Edgewell Personal Care closed its $1.2 billion sale of the feminine‑care business to Essity, removing roughly $44 million of adjusted EBITDA and a $0.44 hit to adjusted EPS. Q1 organic net sales slipped 0.5%, with North America flat and international down 1.6%...
Zurn Elkay Water Solutions Corp (ZWS) Q1 2026 Earnings Call Transcript
Zurn Elkay Water Solutions reported Q4 2025 revenue of $407 million, a 10% organic increase, and adjusted EBITDA of $104 million, lifting the margin to 25.6% after a 100‑basis‑point expansion. Free cash flow reached $317 million for the year, up 17%, while net...
Gouverneur Bancorp Inc (GOVB) Q2 2026 Earnings Call Transcript
Glacier Bancorp (GOVB) reported a record $32 billion in assets after two $4.7 billion acquisitions, driving a 26% rise in annual net income to $239 million. Net interest margin expanded to 3.58% and the bank aims to reach a 4% NIM by the...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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),...
Manhattan Bridge Capital Inc (LOAN) Q1 2026 Earnings Call Transcript
Ciena Corp reported a record Q1 2026 revenue of $1.43 billion, up 33% year‑over‑year, driven by explosive demand from service providers, hyperscalers and neoscalers. Adjusted gross margin rose to 44.7% and adjusted EPS more than doubled to $1.35, while the order...
Spirit Airlines Could Liquidate as Early as This Week, Sources Say
Spirit Airlines could enter liquidation as early as this week, according to unnamed sources. The ultra‑low‑cost carrier is emerging from a second Chapter 11 filing after posting a $257 million loss that erased a $252 million profit reported a few months earlier. A...
Linamar Maintains 2026 Outlook
Linamar Corporation said on April 15 it will keep its full‑year FY 26 outlook for sales growth, normalized EPS and free cash flow despite recent changes to the U.S. Section 232 tariffs. The company sees no impact on its Mobility business, which...
JB Hunt Earnings Growth Accelerates On First Sales Gain Since 2022
J.B. Hunt Transport Services reported first‑quarter earnings that beat expectations, with earnings per share climbing 27% year‑over‑year to $1.49. Revenue rose 5% to $3.06 billion, marking the company’s first quarterly increase since Q4 2022. Intermodal volumes grew 3%, suggesting a tentative recovery...
Sterling, IBD Stock Of The Day, Soars 370% In One Year. It Could Climb Even More.
Sterling Infrastructure (STRL) has surged more than 370% since its April 2025 low and is now hovering near a 477‑point buy‑point, signaling a potential breakout. The company’s E‑Infrastructure division, which builds data‑center and semiconductor projects, posted a 59% sales jump to...