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Why This Hedge Fund Added $29 Million to a Cancer Stock Already Up 700%
Key PointsNew York-based Siren bought 2,486,997 shares of Erasca in the first quarter; the estimated transaction value was $29.39 million based on average first-quarter 2026 prices.Meanwhile, the quarter-end position value rose by $149.35 million, reflecting both additional shares and price movement...
The Motley Fool
Thu, May 14
Is Plug Power Stock a Buy as Margins Improve?
Key PointsPlug Power continues to see improvement in its business.However, the stock remains speculative.10 stocks we like better than Plug Power › Plug Power (NASDAQ: PLUG) shares have had a strong year, as the hydrogen company has begun to demonstrate strong gross margin improvements. The company ...
The Motley Fool
Thu, May 14
Cellectar (CLRB) Q1 2026 Earnings Transcript
Image source: The Motley Fool.DateThursday, May 14, 2026 at 8:30 a.m. ETCall participantsPresident and CEO — James CarusoChief Financial Officer — Chad KoleanChief Operating Officer — Jarrod LongcorInvestor Relations — Anne Marie FieldsNeed a quote from a Motley Fool analyst? Email pr@fool.comTakeaw...
The Motley Fool
Thu, May 14
Capex Boom Ahead: Can AMAT Catch the Windfall?
Applied Materials (AMAT) released its fiscal Q2 2026 results (through Apr 2026) before U.S. market open on May 15 Beijing time. Key takeaways are as follows.1) Core metrics: AMAT posted revenue of $7.9bn (+11% YoY), beating consensus ($7.7bn). Growth was driven by AI compute infrastructure build-out...
Dolphin Research
Thu, May 14
Invivyd (IVVD) Q1 2026 Earnings Transcript
Image source: The Motley Fool.DateMay 14, 2026 at 8:30 a.m. ETCall participantsChairman of the Board — Marc EliaChief Medical Officer — Dr. Michael MinaChief Scientific Officer — Dr. Robert AllenChief Commercial Officer — Tim LeeChief Financial Officer — William DukeNeed a quote from a Motley Fool a...
The Motley Fool
Thu, May 14
Genie Energy (GNE) Q1 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChief Executive Officer — Michael SteinChief Financial Officer — Avi GoldinTAKEAWAYSAdjusted EBITDA Guidance -- Lowered to $32.5 million–$40 million from the previous $40 million–$50 million range, directly citi...
The Motley Fool
Thu, May 14
Cellebrite (CLBT) Q1 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChief Executive Officer — Thomas HoganChief Financial Officer — David BarterChief Revenue Officer — Marcus JewellPresident, Products and Technology — Shiv RamjiVice President, Investor Relations — Andrew KramerN...
The Motley Fool
Thu, May 14
CorMedix (CRMD) Q1 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Joseph TodiscoExecutive Vice President and Chief Operating Officer — Elizabeth Masson-HurlburtExecutive Vice President and Chief Financial Officer — Susan BlumTAKEAWAYSNet ...
The Motley Fool
Thu, May 14
Wolverine (WWW) Q1 2026 Earnings Call Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSPresident & Chief Executive Officer — Christopher HufnagelSenior Vice President & Chief Financial Officer — Taryn MillerNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSRevenue -- $458 million,...
The Motley Fool
Thu, May 14
Fennec (FENC) Q1 2026 Earnings Call Transcript
Image source: The Motley Fool.DateThursday, May 14, 2026 at 8:30 a.m. ETCall participantsChief Executive Officer & Board Member — Jeffrey HackmanChief Financial Officer — Robert AndradeChief Commercial Officer — Terry EvansChief Medical Officer — Dr. Pierre SayadNeed a quote from a Motley Fool analy...
The Motley Fool
Thu, May 14
Should You Buy Oklo Stock Before Jul. 4?
Key PointsOklo aims to achieve criticality by the DOE’s Reactor Pilot Program deadline.A successful test could prove its business model is sustainable.10 stocks we like better than Oklo › Last May, the U.S. Department of Energy (DOE) set a deadline for at least three advanced reactors to achieve cri...
The Motley Fool
Thu, May 14
NIQ (NIQ) Q1 2026 Earnings Call Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChief Executive Officer — James PeckChief Financial Officer — Michael BurwellChief Product Officer — Troy TreangenNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSOrganic constant currency reve...
The Motley Fool
Thu, May 14
Why Nvidia Stock Hit a New All-Time High Today, and Why There's Likely More to Come
Key PointsOpportunities continue to mount for the AI chipmaker.Several Wall Street analysts have increased their price targets ahead of the company's financial report next week. 10 stocks we like better than Nvidia › Shares of Nvidia (NASDAQ: NVDA) were sharply higher on Thursday, climbing as much a...
The Motley Fool
Thu, May 14
Prestige (PBH) Q4 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChief Executive Officer — Ron LombardiChief Financial Officer — Christine SaccoVice President, Investor Relations — Philip TerpolilliTAKEAWAYSRevenue -- $281.6 million for the quarter, down 5% compared to $296.5...
The Motley Fool
Thu, May 14
2 Artificial Intelligence (AI) Stocks Poised to Win Big From SpaceX's $1.75 Trillion IPO
Key PointsSpaceX could be going public as soon as next month at a valuation of $1.75 trillion.SpaceX is targeting to raise $75 billion from its IPO.Nvidia and Alphabet are poised to be big winners from a successful SpaceX IPO.10 stocks we like better than Nvidia › With a confidential S-1 filing alre...
The Motley Fool
Thu, May 14
LUCD Q1 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Lishan Aklog, M.D.Chief Financial Officer — Dennis McGrathVice President, Investor Relations — Matthew RileyNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAW...
The Motley Fool
Thu, May 14
Viking Hits New Highs by Rocking Your World and Not the Boat
Key PointsViking posted better-than-expected revenue and bottom-line results in line with expectations on Thursday morning.Founder-CEO Torstein Hagen is stepping down, replaced by President and CFO Leah Talactac.With 92% of its 2026 capacity already booked -- and at higher price points -- the near t...
The Motley Fool
Thu, May 14
Bullish (BLSH) Q1 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChairman and Chief Executive Officer — Thomas FarleyChief Financial Officer — David BonannoNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSEquiniti Acquisition -- Bullish (NYSE:BLSH) will acqu...
The Motley Fool
Thu, May 14
Karooooo (KARO) Q4 2026 Earnings Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8 a.m. ETCALL PARTICIPANTSChief Executive Officer — Isaias Jose CalistoChief Financial Officer — Hoeshin GoyChief Operating Officer — Carmen CalistoTAKEAWAYSAnnual Recurring Revenue (ARR) -- Increased 18% to ZAR 5,179 million and 38% to USD...
The Motley Fool
Thu, May 14
IMSR Q1 2026 Earnings Call Transcript
Image source: The Motley Fool.DATEThursday, May 14, 2026 at 8:30 a.m. ETCALL PARTICIPANTSChief Executive Officer — Simon IrishChief Financial Officer — Brian ThrasherOperatorNeed a quote from a Motley Fool analyst? Email pr@fool.comTAKEAWAYSCash and Cash Investments -- $289.9 million at quarter end,...
The Motley Fool
Thu, May 14
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