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THE TRUTH ABOUT: 54 - The Untold Story

Franco-Nevada Q1 Earnings Call Highlights

Franco-Nevada (NYSE:FNV) reported record first-quarter 2026 financial results, with management citing higher precious metals prices, recent acquisitions and strong contributions from several key assets as the main drivers of performance. President and CEO Paul Brink said the company posted record r

Dynatrace Q4 Earnings Call Highlights

Dynatrace (NYSE:DT) reported a stronger finish to fiscal 2026, with executives emphasizing steady annual recurring revenue growth, expanding consumption of its log management products and growing demand tied to artificial intelligence and cloud complexity. On the company’s fourth-quarter and full-y

Alnylam Pharmaceuticals Backs TTR Outlook as AMVUTTRA Access, Prescriber Growth Build

Alnylam Pharmaceuticals (NASDAQ:ALNY) Chief Financial Officer Jeff Poulton said the company remains confident in its TTR revenue guidance despite a slower first-quarter sequential growth rate, pointing to access, international launches and prescriber expansion as key drivers for the rest of the year

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American Integrity Insurance Group Q1 Earnings Call Highlights

American Integrity Insurance Group (NYSE:AII) reported first-quarter 2026 net income available to common shareholders of $19.9 million, or $1.02 per diluted share, down from $35.9 million, or $2.78 per diluted share, in the prior-year period, as management said last year’s results benefited from ele

Birkenstock Q2 Earnings Call Highlights

Birkenstock (NYSE:BIRK) reported fiscal second-quarter revenue growth within its target range on a constant-currency basis, while management said foreign exchange, tariffs, inflation and disruptions tied to conflict in the Middle East weighed on reported results and margins. The footwear company ge

Alibaba Group Q4 Earnings Call Highlights

Alibaba Group (NYSE:BABA) said its stepped-up investments in artificial intelligence, cloud computing and consumption businesses are beginning to translate into faster revenue growth, even as those investments weighed heavily on adjusted earnings and free cash flow in the March quarter. On the comp

Swarmer Q1 Earnings Call Highlights

Swarmer (NASDAQ:SWMR) reported a sharp year-over-year decline in first-quarter revenue in its first earnings call as a public company, while management emphasized that the company is investing in platform development, partnerships and international expansion as it seeks to position its autonomy soft

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Alignment Healthcare Backs Q2 Outlook as Stable Costs, New Markets Lift Margin Hopes

Alignment Healthcare (NASDAQ:ALHC) executives said the company remains confident in its second-quarter outlook, citing stable medical cost trends, continued visibility into utilization and opportunities to expand margins as it grows outside California. Speaking at an analyst-led question-and-answer

WeRide Q1 Earnings Call Highlights

WeRide (NASDAQ:WRD) reported first-quarter 2026 revenue growth of 58% year over year, as management pointed to expanding Robotaxi deployments, broader autonomous driving commercialization and traction for its L2++ advanced driver assistance system. Founder, Chairman and CEO Dr. Tony Han said total

Wix.com Q1 Earnings Call Highlights

Wix.com (NASDAQ:WIX) executives said the company delivered solid first-quarter 2026 growth while accelerating investments in artificial intelligence products, including Wix Harmony and Base44, during the company’s earnings call. President and Co-founder Nir Zohar said the company is focused on usin

Valneva Q1 Earnings Call Highlights

Valneva (NASDAQ:VALN) reported lower first-quarter revenue and a wider loss for 2026, while management said the company is focused on conserving cash as it awaits the next regulatory steps for its Lyme disease vaccine candidate being developed with Pfizer. Chief Executive Officer Thomas Lingelbach

D-Wave Earnings Looked Weak, But Investors May Be Missing This

D-Wave Earnings Looked Weak, But Investors May Be Missing This

D-Wave's long-awaited Q1 2026 earnings appear rough on the surface, with plunging revenue and widening losses, but many bright spots are hidden as well.

Nebius Upside Expands as AI Feedback Loop Intensifies

Nebius Upside Expands as AI Feedback Loop Intensifies

Nebius Group is growing at a hyper pace as hyperscalers lean into it for data center capacity and AI-related services.

Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell

Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell

See the recent insider activity surrounding Okta, Micron Technology, and Abbott Laboratories, and what these moves signal to investors.

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Tower Semiconductor Q1 Earnings Call Highlights

Tower Semiconductor (NASDAQ:TSEM) reported a sharp year-over-year increase in first-quarter 2026 profit and issued guidance for what it said would be the highest quarterly revenue in the company’s history, driven by accelerating demand in silicon photonics and related technologies for AI data center

Torm Q1 Earnings Call Highlights

Torm (NASDAQ:TRMD) reported a sharply stronger first quarter of 2026 and raised its full-year outlook, citing firm freight markets, geopolitical disruptions and what management described as the company’s operating advantages in a highly volatile tanker market. Chief Executive Officer Jacob Meldgaar

Regis Q3 Earnings Call Highlights

Regis (NASDAQ:RGS) reported higher profitability and positive cash flow in its fiscal third quarter of 2026, even as total revenue declined, as the salon franchisor pointed to cost controls, company-owned salon improvements and a sharper focus on its largest brands under new Chief Executive Officer

Sanuwave Health Q1 Earnings Call Highlights

Sanuwave Health (NASDAQ:SNWV) reported record first-quarter revenue and rising consumables utilization, while management said the advanced wound care market began to recover after a difficult start to the year tied to changes in reimbursement for skin substitutes. Chairman and CEO Morgan Frank said

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PolyPid Q1 Earnings Call Highlights

PolyPid (NASDAQ:PYPD) said its first quarter marked a transition from late-stage clinical development toward regulatory submission and commercial preparation for D-PLEX100, its lead product candidate for preventing surgical site infections in abdominal colorectal surgery. Chief Executive Officer Di

PDS Biotechnology Q1 Earnings Call Highlights

PDS Biotechnology (NASDAQ:PDSB) reported a smaller first-quarter loss and highlighted changes to its late-stage head and neck cancer trial that management said could shorten development timelines and reduce costs. On the company’s first quarter 2026 earnings call, Chief Executive Officer Dr. Frank

Nexxen International Q1 Earnings Call Highlights

Nexxen International (NASDAQ:NEXN) reported record first-quarter results for the three months ended March 31, 2026, and raised its full-year revenue outlook, citing stronger programmatic advertising demand, renewed growth in connected TV and early traction from its enterprise sales strategy. Chief

Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Milestone Pharmaceuticals Q1 Earnings Call Highlights

Milestone Pharmaceuticals (NASDAQ:MIST) said its first quarter of 2026 marked the beginning of commercial sales for CARDEMYST, its newly approved treatment for acute episodes of paroxysmal supraventricular tachycardia, or PSVT, while the company also moved ahead with a Phase 3 program in atrial fibr

Plug Power Flips The Switch On Profitability

Plug Power's dramatic margin recovery and strategic execution are positioning it as a key leader in the hydrogen economy as it moves toward profitability.

3 Sectors That Look Most Vulnerable Ahead of May 15

A new Fed chair takes over May 15 as inflation stays elevated and three key market sectors flash bearish signals. Here's what investors need to watch.

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