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Moby summary of Brookfield Asset Management Ltd.'s Q1 2026 earnings call

NKTR misses Q1 earnings and revenue estimates. Investor focus stays on rezpeg as the company advances late-stage studies in autoimmune diseases.

Cognex opens 2026 with a big beat, 24% revenue growth, new AI In-Sight systems, and a Q2 outlook calling for more automation and logistics strength.

Hilton Schlosberg: Good afternoon, and thank you for joining us. In EMEA, the energy drink category according to Nielsen for our tracked markets for the recently reported 13-week period, which differ from country to country, grew 10.5% versus the same period last year, FX Neutral.

Dropbox's Q1'26 EPS beat estimates as paying users rise unexpectedly; Dash in Dropbox shows repeat AI engagement, and revenue outlook moved higher.

Peter Cannito: Thank you, Alex. During the first quarter of 2026, Redwire saw strong demand across our differentiated products. During the quarter, Redwire achieved a strong book-to-bill ratio of 1.92 and as a result, ended the quarter with record contracted backlog of $498.1 million, providing confidence in our forecast as we move further into 2026.

ACM Research tops Q1 estimates as ECP revenues surge 205% and advanced packaging demand fuels strong shipment and profit growth.

Haytham Hodaly: Thank you, Emma, and good morning, everyone. Thank you for joining us today to discuss Wheaton Precious Metals Corp.'s first quarter results of 2026. Most notably, during the quarter, we announced the Antamina silver stream with BHP, the largest transaction in Wheaton’s history and the largest fresh-metal stream transaction ever completed.

U posts 17% Q1 revenue growth and strong EBITDA gains, but impairment charges tied to ironSource sunset and Supersonic divestiture deepen losses.

Chord Energy Q1 earnings beat estimates as higher oil production and stronger oil and natural gas price realizations support revenues and cash flow growth.

DDOG tops Q1 guidance with 30% EPS growth and $1B+ revenues for the first time, as customer expansion and ARR gains drive strong performance.

Today, I'm joined by our Chief Executive Officer, Brian O'Toole; and our Chief Financial Officer, Henry Dubois. Additionally, a webcast of this earnings call will be available in the Investor Relations section of our website at www.blacksky.com. In conjunction with today's call, we have posted a quarterly earnings presentation on the Investor Relations website that you may use to follow along with our prepared remarks.

Palantir Technologies Inc. (PLTR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

By Jarrett Banks Corpay, Inc. (NYSE: CPAY) delivered the kind of quarter that shifts the narrative from a solid payments company to a potential long-term compounder. Across Wall Street brokerage reports, the themes were the same: accelerating Corporate Payments momentum, improving Lodging trends, durable double-digit organic growth, and a management team increasingly confident in the […]

TTM Technologies (TTMI) has been in focus after reporting first quarter 2026 earnings that exceeded analyst expectations. Management pointed to strong demand from AI infrastructure and aerospace and defense customers as key drivers. See our latest analysis for TTM Technologies. Despite a 6.6% 1 day share price pullback and a 2.8% 7 day share price decline, TTM Technologies still has strong momentum, with a 54.9% 1 month share price return and a very large 1 year total shareholder return that...

LASR jumps nearly 15% after Q1 earnings crush estimates as revenues surge 55% on strong aerospace and defense demand.

IonQ (IONQ) has become one of the market’s hottest quantum computing stocks, with shares rising roughly 70% over the past year as investors bet the company can turn early quantum leadership into a scalable commercial platform. Now, Morgan Stanley is signaling that the story may be entering a new ...

FANG beats Q1 earnings estimates as production surges, prompting higher 2026 output guidance and a 5% dividend hike.

DXC beats Q4 earnings estimates despite weaker revenues, as margin discipline and cash flow execution offset softer demand.

Rigetti earnings could trigger massive stock swing

GEN tops Q4 estimates as Trust-Based Solutions revenues surge 121% and fiscal 2027 guidance moves higher.

SBH is set to report Q2 results, with sales seen edging higher as resilient hair color demand and LCOD support traffic, even as earnings may dip year over year.

Babcock & Wilcox Enterprises heads into Q1 earnings with AI-linked power demand, a $2.8B backlog and growth in Parts & Services in focus.

Geospace Technologies (NASDAQ:GEOS) reported second-quarter fiscal 2026 revenue of $19.7 million and a net loss of $11.1 million, as the company navigated what executives described as near-term market pressure while continuing efforts to diversify beyond its traditional oil and gas exposure. On the

WYNN tops Q1 estimates as EPS hits $1.25 and revenues rise 9.2% Y/Y, powered by Wynn Palace gains and Las Vegas EBITDAR growth.

Gilead Sciences (GILD) raised Yeztugo guidance for 2026 to $1 billion from $800 million, which is "g

AFRM beats Q3 estimates as GMV jumps 35% and transactions climb 45%, prompting higher fiscal 2026 guidance.