EchoStar OIBDA Improves in Q1 as Mobile Business Turns Positive
EchoStar posted Q1 revenue of $3.67 billion, down from $3.87 billion a year earlier, while net loss narrowed to $147 million from $203 million. Mobile subscriber base grew modestly, offsetting continued declines in pay‑TV and broadband. Adjusted OIBDA rose to $493 million, up from $400 million, driven by the mobile segment's turnaround. The results signal a shift toward a more diversified revenue mix.
BOS Better Online Solutions (BOSC): Defense Supply Chain Integrator
Better Online Solutions (BOSC), an Israeli defense supply‑chain integrator listed on NASDAQ, was featured in a live Business Breakdown with CEO Eyal Cohen. Cohen outlined the company’s three core divisions—electromechanical connector integration, RFID solutions, and robotic cells—serving major defense customers...
If You’re Not In Space Stocks, Everyone Can Hear You Scream
Rocket Lab reported a record Q1 with $200.3 million revenue, a 63.5% YoY increase, 38.2% GAAP gross margin and a $2.2 billion backlog, boosting its liquidity above $2 billion. The results sent RKLB shares up 34.2% and sparked a rally across other public...
Short-Term Vs. Long-Term Investing in Microcaps
The microcap space is seeing average holding periods shrink from roughly six years to six months, sparking a debate over short‑term versus long‑term approaches. While rapid, catalyst‑driven trades can generate spectacular bursts, they are hard to replicate consistently. The author’s...
Q1 Earnings Updates - Part I
Q1 earnings season is underway, with five portfolio companies reporting results. This update spotlights Cipher Pharmaceuticals (CPH.TO) and Ascent Industries (ACNT) while acknowledging three undisclosed holdings. The brief highlights early performance trends and hints at possible strategic adjustments for the...
ACDC Q1 2026 Update – ACDC
ACDC reported a disappointing Q1 2026, with revenue falling 25% YoY to $449.6 million and adjusted EBITDA plunging 58% to $54 million, yielding a 12% margin. Stimulation Services saw a 22% revenue decline, while the Flotek segment posted a 183% jump in...
Here Is Why Ovid Therapeutics (OVID) Is One of the Best Fast Growing Penny Stocks
Ovid Therapeutics saw its price target raised by H.C. Wainwright to $4 from $2, reflecting confidence in its advancing pipeline. The company reported clean safety data for a 7 mg dose of its GABA‑aminotransferase inhibitor OV329, with no serious adverse events....
Lexicon (LXRX) Reports $21.1M Q1 Revenue Driven by Novo Nordisk Milestones
Lexicon Pharmaceuticals reported Q1 2026 revenue of $21.1 million, up sharply from $1.3 million a year earlier, largely due to $20 million in development milestones from its LX9851 partnership with Novo Nordisk. Net loss narrowed dramatically to $1.0 million from $25.3 million in Q1 2025, aided...
EVgo (EVGO): 8 Best Fast Growing Penny Stocks to Buy Right Now
EVgo reported a record Q1 2026 revenue of $110 million, a 45% year‑over‑year increase, driven by double‑digit growth in its charging‑network sales. The company expanded its footprint to 5,280 operational stalls, adding more than 200 new DC fast‑charging locations and serving...
Is Gold Royalty Corp. (GROY) One of the Best Fast Growing Penny Stocks to Buy?
Gold Royalty Corp. (GROY) posted record Q1 2026 results, generating $7.2 million in revenue and $9.4 million in total proceeds from royalties and land agreements. Adjusted EBITDA surged 318% year‑over‑year to $7.0 million, and the balance sheet now holds $13.6 million in cash with...
Cipher Pharmaceuticals Q1 2026 Update – CPH.to
Cipher Pharmaceuticals delivered a stronger‑than‑expected first‑quarter 2026, posting $12.5 million in revenue, a 4 percent year‑over‑year rise, and an 82 percent gross margin—up six points from the prior year. Adjusted EBITDA jumped 25 percent to $7.7 million, pushing the adjusted EBITDA margin to 62 percent, well...
MTT Shipping Makes Its Bursa Malaysia Debut
MTT Shipping and Logistics Bhd debuted on Bursa Malaysia’s Main Market in late April 2026, raising MYR 652.5 million (≈ USD 165 million) at MYR 1.03 per share. The IPO values the domestic carrier at roughly MYR 2.6 billion (≈ USD 658 million) and adds a publicly‑traded status to its...
Magnite Inc. (MGNI) CTV Momentum Strengthens Its Small-Cap Value Case
Magnite Inc., the world’s largest independent sell‑side advertising platform, received a reiterated Buy rating from Benchmark on April 28, accompanied by a $30 price target. The firm is leveraging its relationships with Walmart, Amazon and over ten commerce‑media partners to...
Innoviva, Inc. (INVA) Draws Bullish View From Cantor on Recurring Royalty Strength
Cantor Fitzgerald reaffirmed an Overweight rating on Innoviva (INVA) with a $32 price target, citing the stability of its recurring royalty stream that produced roughly $250 million in 2025. The firm highlighted growth in the Specialty Therapeutics segment, which posted $175 million...
Globant S.A. (GLOB) A Small Cap Value Stock Capitalizing on Soaring IT Spending
Wedbush initiated coverage of Globant (NYSE:GLOB) with an Outperform rating and a $61 price target, citing the company's strong position in AI‑driven IT services. The firm expects Globant to benefit from a rebound in corporate IT spending and the growing...
What Does H.C. Wainwright See in Electrovaya (ELVA) Despite Its Near-Term Revenue Cut?
Electrovaya Inc., a Canadian lithium‑ion battery maker, received a reiterated Buy rating from H.C. Wainwright on April 29, with the price target held at $10. Analyst Amit Dayal lifted the FY2028 EPS estimate to $0.62 per share while cutting the FY2026...
Standard Lithium (SLI) Initiated at Outperform as Evercore Highlights DLE Progress
Evercore ISI analyst Eric Boyes initiated coverage of Standard Lithium Ltd. (SLI) with an Outperform rating and a $4.75 price target. The firm’s direct lithium extraction (DLE) technology, demonstrated in Arkansas’s Smackover Formation, achieved over 95% lithium recovery and 99%...
Solid Power (SLDP) Q1 Revenue Falls, But EV Battery Milestones Keep Growth Story Alive
Solid Power reported Q1 2026 revenue of $3.1 million, a roughly 50% year‑over‑year decline after the SK On line‑installation agreement hit its final milestone and closed the associated revenue stream. Net loss narrowed to $13.0 million, or $0.06 per share, helped by a...
Atlas Lithium (ATLX) Locks In Four Construction Partners for Its Brazil Lithium Mine
Atlas Lithium Corp. announced on April 27 that it has signed four Brazilian engineering and construction firms—Promon Engenharia, TSX Engineering, Cerne Construções, and RETC Infraestrutura—to begin building its flagship Neves lithium project in Minas Gerais. The contracts were awarded through...
SES AI (SES): Revenue Up 929% in a Year and Cantor Still Sees More Room to Run
SES AI Corp., a lithium‑metal battery developer, posted Q1 FY2026 revenue of $6.7 million, up 47% from the prior quarter and 929% year‑over‑year to $21 million. The surge was powered by its Energy Storage Systems (ESS) segment and a new three‑year North...
Stardust Power (SDST) Secures a $150 Million Framework for Its Oklahoma Lithium Refinery
Stardust Power Inc. signed a non‑binding LOI with an institutional investor to provide up to $150 million of project‑level financing for its planned lithium refinery in Muskogee, Oklahoma. The flexible structure can be deployed as equity, debt or hybrid instruments and...
Research Pipeline Session #19 : A Cash-Rich Industrial Quietly Pivoting Toward AI
The unnamed industrial micro‑cap has posted a dramatic earnings turnaround, with EBITDA margins expanding roughly 600 basis points and adjusted earnings per share nearly tripling in the last quarter. Its balance sheet now holds about $200 million of net cash and...
Ensign Energy Services Inc. Q1 2026 Update – ESI.TO
Ensign Energy Services (ESI) posted Q1 2026 revenue of C$418 million (≈US$309 million), a 4% decline year‑over‑year, while adjusted EBITDA slipped 7% to C$94.8 million (≈US$70 million) and margin fell to 22.7%. The company boosted total capital expenditures 69% to C$65.3 million (≈US$48 million), emphasizing maintenance...
Diversified Energy: A Good Deal in More Ways Than One
Diversified Energy (DEC) posted a $161 million net loss for Q1 2026, a figure heavily skewed by a $398 million non‑cash derivative charge. Underlying operating cash flow remains strong, and the company leveraged a $1.18 billion Camino acquisition through a Carlyle‑backed SPV that keeps...
Solidcore – Good for yet Another 3x?
Solidcore, the former Polymetal International, has shed its Russian assets for $3.7 bn and refocused on Kazakh gold mines, producing about 500,000 ounces annually. The company now trades at roughly 1.8× 2026 EV/EBITDA, a 60% discount to comparable emerging‑market miners, and...
The IPO Buzz: Odyssey Therapeutics Prices Upsized IPO at $18 – Stock Pops & Drops
Odyssey Therapeutics priced its IPO at the top of the $16‑$18 range, selling 15.5 million shares for $18 each and raising roughly $279 million. The Boston‑based biotech debuted on Nasdaq at $20, an 11% first‑day gain, before slipping back to the issue...
Starlink AI Acquisition Corporation (OTAI.U) Prices $100M IPO
Starlink AI Acquisition Corporation announced the pricing of its $100 million initial public offering, with units slated to begin trading on the New York Stock Exchange under the symbol OTAI.U on May 8, 2026. The SPAC, led by CEO Gus Liu and CFO...
DIRTT Environmental Solutions Q1 2026 Update – DRT.to
DIRTT Environmental Solutions posted Q1 2026 revenue of $42.4 million, a modest 2.7% year‑over‑year increase, but gross margin slipped to 30.6% and adjusted EBITDA fell to $1.4 million, reflecting a 3.3% margin. One‑time reorganization expenses surged to $2.4 million, pressuring profitability. Despite the...
Pagaya Technologies (PGY): Q1 2026 Earnings Review
Pagaya Technologies posted Q1 2026 revenue of $318 million, topping the $323.8 million estimate, and generated $94 million of adjusted EBITDA, delivering a 29.6% margin. Net income reached $25 million and network volume grew 9% to $2.6 billion, with core volume up 23% YoY after excluding...
New SPAC: Futurewave Acquisition Corp. (FWACU) Files for $50M IPO
Futurewave Acquisition Corp. (ticker FWACU) has filed its S‑1 registration statement to launch a $50 million initial public offering as a special purpose acquisition company. The filing, submitted on May 7, 2026, positions the SPAC to raise capital for future technology‑focused mergers, leveraging...
The IPO Buzz: Suja Life Prices IPO at $21 – Low End – Set for NASDAQ Debut Today
Suja Life priced its initial public offering at $21 per share, the low end of its guidance, and sold the full 8.89 million shares authorized in the prospectus, raising roughly $186.7 million. The offering, led by Goldman Sachs and Jefferies, will debut...
LifeVantage Corporation (NASDAQ:LFVN) Q3 2026 Earnings Call Transcript
LifeVantage Corp (NASDAQ:LFVN) reported Q3 2026 revenue of $43.7 million, a 25.2% drop from the prior year, and earnings per share of $0.12, missing the $0.16 consensus. Gross profit margin slipped to 79% and operating income fell to $1.7 million, reflecting weaker...
Knox Lane to Acquire Cross Country Healthcare in a $437 Million Cash Deal
Knox Lane announced a cash acquisition of Cross Country Healthcare for $437 million, pricing the deal at $13.25 per share—a 31.06% premium to the prior close. The purchase represents 11.82 times Cross Country’s EBITDA and is slated to close in the third...
Phibro Animal Health Reports Q3 Fiscal 2026 Net Sales of $383.5M, Raises Full-Year Guidance
Phibro Animal Health posted third‑quarter fiscal 2026 net sales of $383.5 million, a 10% year‑over‑year increase, while net income rose 15% to $24.0 million and adjusted EBITDA grew 11% to $60.8 million. The Animal Health segment drove most of the growth, posting a 13%...
Shreya Acquisition Group (SAGU.U) Prices $100M IPO
Shreya Acquisition Group (NYSE:SAGU.U) priced its $100 million initial public offering and will begin trading on the NYSE on May 7, 2026. The SPAC, led by CEO Anuj Goyal and CFO Arvind Singh Kiran Gokhool, will pursue targets in health and wellness,...
Viemed Healthcare Q1 2026 Update – VMD
Viemed Healthcare posted Q1 2026 revenue of $75.4 million, up 27% from a year ago, and gross profit of $42.8 million. Adjusted EBITDA reached $14.3 million, though margin fell to 19% as capex declined to $5.5 million and debt was trimmed to $8.3 million. Strong...
PHX Energy Services Q1 2026 Update – PHX.TO
PHX Energy Services posted Q1 2026 revenue of C$183.9 million (≈US$136 million), a 5% decline from a year ago, while gross profit fell 25% to C$30.4 million (≈US$22.5 million). Adjusted EBITDA dropped 26% to C$30 million (≈US$22.2 million), pushing the dividend yield to 6.8% on a C$11.80...
Sequans Posts 25% Revenue Drop in Q1, Abandons Bitcoin Treasury Strategy
Sequans Communications reported Q1 revenue of $6.1 million, a 24.8% decline from a year earlier. The drop reflects a comparison effect after a strong Q1 2025 quarter boosted by Qualcomm licensing fees. Despite the revenue slump, product sales surged 45% year‑on‑year and...
Podcast: AIR CEO Stuart Brazier on AIR’s $1.7B SPAC Deal and the Business of Hookah (CAEP)
Advanced Inhalation Rituals (AIR) announced a $1.7 billion merger with Cantor Equity Partners III, a Nasdaq‑listed SPAC (ticker CAEP). The deal lifts AIR, a profitable player in the high‑margin hookah‑shisha market, into the public arena without a traditional IPO. CEO Stuart Brazier explained...
Wed 6 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid‑Cap Value Report on May 6, 2026. The edition provides in‑depth coverage of four stocks—ELCO, HSW, TRN and BBSN—while offering brief commentary on a further 15 tickers. The analysis emphasizes valuation metrics, cash‑flow generation, and sector positioning...
Vernal Capital Acquisition Corp. (VECA.U) Prices $100M IPO
Vernal Capital Acquisition Corp. (VECA.U) priced a $100 million IPO and will begin trading on the NYSE on May 6, 2026. The SPAC, led by CEO Du Jun and CFO Yi Binghan, plans a generalist search for private companies in Asia with strong economics. The...
MiniMed IPO Points to Smarter Diabetes Devices
Medtronic spun off its diabetes technology unit MiniMed in a March IPO, offering 28 million shares at $20 each and raising roughly $538 million. Post‑offering Medtronic retains about 90 % of MiniMed’s common stock, preserving strategic control. Shortly after the listing, MiniMed secured...
Book Value Stability Affirms Ellington Financial Inc. (EFC) as a Top Undervalued REIT Stock to Buy
Ellington Financial Inc. (EFC) received a Market Outperform rating from Citizens on April 2, with a $14 price target that translates to 1.04 times its reported book value per share. The firm’s book value stands at $13.56, bolstered by a $0.13 monthly...
Secunet Security Networks Q1 2026
Secunet Security Networks posted a record Q1 2026 order intake, outpacing the prior year by roughly 27 %. The surge pushed its order backlog to an 18‑month runway, enough to keep factories busy through 2027. New contracts with NATO’s cyber‑defense unit and...
New SPAC: Keystone Acquisition Corp. (KEYYU) Files for $250M IPO
Keystone Acquisition Corp., ticker KEYYU, has filed an S‑1 to launch a $250 million special purpose acquisition company (SPAC) IPO. The offering targets a cash pool that will be used for future acquisitions in technology or industrial sectors. The board includes...
$STVN: Are Oral GLP-1s Really a Death Blow? | Aurelion Research's Leo Trudel
Stevanato Group (STVN), a leading supplier of glass vials and pre‑filled syringes for GLP‑1 therapies, saw its shares slide amid speculation that oral GLP‑1 formulations could erode demand for injectable delivery. Analyst Leo Trudel argues this view overlooks continued growth...
Tue 5 May 2026 - Paul Scott's Small/Mid Cap Value Report
Paul Scott released his weekly Small/Mid Cap Value Report on May 5, 2026, covering a slate of ticker symbols including PLUS, FTC, RWS, GMS, CAM, KETL, RBN, FAB and LST. While the full analysis is behind a subscription wall, the headline list...
GalaxyEdge Acquisition Corporation (GLED) to Combine with Rongcheng Group in $350M Deal
GalaxyEdge Acquisition Corp (GLED) announced a definitive merger agreement with China’s Rongcheng Group, a waste‑sorting and recycling specialist, in a transaction valued at roughly $350 million. The deal combines $300 million in cash with $50 million of GalaxyEdge stock, positioning Rongcheng to become...
BTU Q1 2026 Earnings Preview
Peabody Energy (BTU) will release its Q1 2026 earnings tomorrow, and the quarter is defined by the early ramp of the Centurion mine, which began cutting coal two months ahead of schedule. Longwall moves at Metropolitan and Shoal Creek add...
Diamond Hill Small Cap Strategy’s Q1 2026 Investor Letter
Diamond Hill Capital’s Small‑Cap Strategy posted a net return of 3.41% in Q1 2026, outpacing the Russell 2000’s 0.89% gain. The quarter began with strong small‑cap momentum but softened as geopolitical tensions escalated, notably the U.S. and Israel’s actions against Iran. Meanwhile,...