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"Our key assumption is that the economy will remain resilient, and so will earnings."

Sunrun (RUN) just reset expectations with its Q1 2026 report, posting a surprise GAAP profit and stronger revenue while the stock jumped sharply as the market reacted to improved margins and record storage attachment rates. See our latest analysis for Sunrun. The strong Q1 report and improved funding terms have helped the stock rebound in the short term, with a 7.56% 1 day and 8.41% 7 day share price return. However, the 90 day share price return of 30.76% and 5 year total shareholder return...

Hecla Mining (NYSE:HL) said it entered the second quarter of 2026 with no long-term debt, record quarterly cash generation and a portfolio increasingly focused on silver assets in the United States and Canada, following the sale of its Casa Berardi operation at the end of March. On the company’s fi

Howard Hughes (NYSE:HHH) reported what executives described as a strong first quarter of 2026, with management emphasizing higher land sales, continued operating asset growth and a shift in how the company wants investors to evaluate the business as it moves toward becoming a broader holding company

Healthcare stocks have had a rough stretch. Rising medical costs, Medicaid pressure, and persistent skepticism about managed care margins have kept investors on edge all year. Walking into a CVS Health earnings report in that environment felt like bracing for bad news. The bad news, however, didn't ...

Constellation Energy (NasdaqGS:CEG) has closed its acquisition of Calpine, creating what it describes as the world’s largest private power producer. The combined company now has about 55 gigawatts of generation capacity and supplies a significant share of US clean energy. This larger platform is targeting rising demand from AI driven data centers that require reliable, carbon free electricity. Constellation Energy, trading around $311.28, now controls a very large power portfolio after...

BlackSky Technology (BKSY) is back in focus after raising its full year 2026 revenue outlook to US$130 million to US$150 million, pointing to an inflection in demand for its Gen 3 geospatial services. See our latest analysis for BlackSky Technology. The earnings miss and widened quarterly loss triggered a sharp 1 day share price return of -20.41%, yet the 90 day share price return of 41.09% and 1 year total shareholder return of 181.57% suggest momentum has been building over a longer...

HubSpot gave investors a first-quarter report that showed several positive headline numbers, but Bank of America came away focused on a different part of the story. The firm downgraded HubSpot to underperform from buy and cut its price objective to $180 from $300, arguing that the ...

​PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the Most Undervalued High Quality Stocks to Buy Now. The company posted its fiscal Q1 2026 earnings on May 5. During the quarter, it posted $8.35 billion in revenue, up 7.21% year-over-year and ahead of expectations by $296.78 million. However, the GAAP EPS of $1.21 fell short of […]

Disney’s earnings beat showed parks and cruises still have pricing power while streaming losses continue to narrow.

KKR (KKR) drew fresh attention after first quarter 2026 results showed net income of US$405.23 million versus a net loss a year earlier, along with a higher buyback authorization and a declared quarterly dividend. See our latest analysis for KKR. The Q1 rebound, larger buyback authorization and dividend decision come after a mixed price pattern, with a 10.57% 1 month share price return but a 22.16% year to date share price decline. At the same time, the 3 year total shareholder return of...

In early May 2026, Sterling Infrastructure reported a very large year-over-year jump in first-quarter revenue to US$825.68 million and net income to US$95.97 million, raised its full‑year 2026 guidance to US$3.70–US$3.80 billion in revenue and US$513–US$533 million in net income, and continued buying back shares. Management also signaled an active hunt for acquisitions, particularly in e‑infrastructure and electrical services to support data centers and semiconductor projects, aiming to...

The Wedbush analyst is dismissive of the investor panic over the sell-off in PLTR.

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

The Mosaic Company will release earnings for its first quarter before the opening bell on Monday, May 11. Analysts expect the company to report quarterly earnings of 22 cents per share, down from 49 cents per share in the year-ago...

nVent Electric (NVT) is back on investors’ radar after reporting first quarter results that topped earnings expectations, along with raised guidance, record sales and orders, and a backlog rising to $2.6b. See our latest analysis for nVent Electric. The stock’s recent surge, including a 40.2% 1 month share price return and 56.1% year to date share price return to about $166.73, aligns with strong Q1 results and increased attention on its AI data center exposure. Over a longer period, total...

fuboTV (NYSE:FUBO) reported what executives described as its strongest second quarter on an adjusted EBITDA basis, as the company completed its first full quarter following its business combination with Hulu + Live TV and outlined plans to use broader packaging, advertising integration and product t

Fastly (NYSE:FSLY) reported a stronger-than-expected start to 2026, with first-quarter revenue rising 20% year over year to $173 million, near the high end of its guidance range, as growth in security and compute helped offset normal seasonal patterns in its network services business. Chief Executi

FIGS (NYSE:FIGS) reported stronger-than-expected first-quarter fiscal 2026 results, with executives pointing to accelerating customer growth, broad demand across product categories and continued momentum in international markets and physical retail. Co-Founder and Chief Executive Officer Trina Spea

Fluor (NYSE:FLR) reported first-quarter 2026 results that management said reflected a growing pipeline of potential work but also included several discrete items, including a legal charge tied to past government services work and a cost increase on a mining project in the Americas. Chief Executive

Fidelity National Information Services (NYSE:FIS) reported a stronger-than-expected first quarter for 2026, with management pointing to broad financial outperformance, improving margins and accelerating sales momentum across its banking and capital markets businesses. Chief Executive Officer and Pr

Endeavour Silver (NYSE:EXK) reported what CEO Dan Dickson described as “excellent results” for the first quarter of 2026, citing record production and revenue as the company benefited from the additions of Kolpa and Terronera to its production portfolio. On the company’s earnings call, Dickson said

Quantum Computing Inc. is set to report its first-quarter 2026 earnings on May 11 after market close, with analysts holding earnings forecasts steady but revising revenue estimates upward amid recent insider share sales totaling US$600,000. The combination of stronger revenue expectations and insider selling presents a mixed signal about how management and analysts view Quantum Computing Inc.’s near-term business momentum. Against this backdrop of higher revenue estimates ahead of earnings,...

EOG Resources (NYSE:EOG) said it opened 2026 with stronger-than-expected operational and financial results, while shifting more capital toward oil-weighted assets in response to higher crude prices and softer natural gas markets. Chairman and Chief Executive Officer Ezra Yacob said the company exce

Enbridge (NYSE:ENB) reaffirmed its 2026 financial guidance and medium-term growth outlook after what management described as a strong first quarter, supported by high utilization across its liquids, gas transmission, gas distribution and renewables businesses. President and CEO Greg Ebel said the c

Embraer-Empresa Brasileira de Aeronautica (NYSE:EMBJ) reported what President and CEO Francisco Gomes Neto called the company’s strongest first quarter revenue in its history, alongside the highest first-quarter aircraft deliveries in a decade and another record backlog. On the company’s first quar

Devon Energy (NYSE:DVN) reported first-quarter 2026 results that management said reflected stronger-than-expected operational execution, lower capital spending and robust free cash flow, while also outlining plans for the company’s pending merger with Coterra Energy. President and Chief Executive O

AMD's management sounds more confident than ever in the company's AI position.