-- Carl Russo, 10% Owner, Director, on April 27, 2026, sold 25,000 shares in Calix (CALX) for $1,081,601. Following the Form 4 filing with the SEC, Russo has control over a total of 5,611,040 common shares of the company, with 3,953,070 shares held directly and 1,657,970 controlled indirectly.
SEC Filing:
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $15 to $175, 55.6x our 2026 EPS estimate. We raise our 2026 EPS estimate by $0.02 to $3.15 and increase 2027's by $0.05 to $3.96. The Optical Communications segment delivered strong sales and net income growth, driven by demand for Gen AI products and notable long-term agreements with major hyperscale customers. Both Enterprise and Carrier sub-segments grew at an equal and impressive rate, reflecting broad-based demand and successful expansion of customer relationships. The Solar segment encountered difficulties with its wafer facility, including delays in ramp-up relative to ambitious plans. The facility required an extended maintenance shutdown to transition to permanent power systems and to repair and upgrade production equipment, resulting in $30 million of additional expenses and a temporary reduction in sales and profitability. This shutdown impacted margins, EPS, and sales for at least a couple of months into the second quarter.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CSGP reported Q1 2026 revenue of $897M (+22.5% Y/Y, in line with consensus estimates) compared to $732M in Q1 2025, marking the company's 60th consecutive quarter of double-digit revenue growth. Management consolidated reporting into Commercial Real Estate (55% of FY 25 revenue, +15.4% Y/Y growth) and Residential Real Estate (45% of FY 25 revenue, +32.6% Y/Y growth) segments. The sustained growth trajectory demonstrates the durability of CoStar's market-leading position in commercial real estate information services. The company has benefited from improved market conditions and continued investment in AI-powered tools. Within Commercial, the core CoStar platform's growth moderated to 8.5% Y/Y, while LoopNet accelerated to 16.4% growth, reflecting improved commercial real estate market dynamics. We believe CSGP's competitive moat in CRE data services remains intact; as such, ongoing investments in AI-powered tools should continue to drive market share expansion and revenue growth across both business segments.
First Quantum Minerals (FM.TO) reported a first-quarter loss despite higher revenue, as the company continues to face operational challenges linked to the Middle East conflict and its impact on supply chains.The company posted an adjusted loss, excluding most one-time items, of US$147 million, or US$0.18 per share, compared with an adjusted profit of US$5 million, or US$0.01, in the prior-year period. It missed FactSet analysts estimates of US$0.03 in earnings per share.Revenue for the three months ended March 31, rose 18% year over year to US$1.40 billion from US$1.19 billion a year earlier.. It exceeded FactSet estimates of US$1.36 billion.For 2026, the company raised its copper production guidance to 405,000-475,000 tonnes. Gold production guidance was lowered to 150,000-175,000 ounces from 175,000-200,000 ounces, reflecting a delay in the transition of Guelb Moghrein to a gold operation to 2027, partially offset by expected gold output from processing stockpiled ore at Cobre Panama."Our long standing investments in innovation and electrification, including trolley-assist, continue to structurally reduce fuel intensity and our sites are advancing additional initiatives to further improve efficiency. We expect the increases in fuel prices to impact our cost base in the second quarter," said chief executive Tristan Pascall. Quantum.The company said it expects to produce between 405,000 - 475,000 tonnes of copper this year, up from in January estimate of 375,000 - 435,000 tonnes, including 30,000 to 40,000 tonnes from Cobre Panama as it readies to resume processing stockpiled ores. It lowered its gold production guidance to 150,000 - 175,000 ounces from its prior 175,000 - 200,000 ounce estimate. Its nickel production guidance was unchanged.The company's shares closed down $1.63 at $34.29 on Toronto Stock Exchange.