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Taseko Revenues in Q1 $237 million From Sale of 27M Pounds of Copper and 708,000 Pounds of Molybdenum

Research Alert: Albemarle Corporation Posts Strong Q1 Beat On Lithium Recovery

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Albemarle delivered strong Q1 results with net sales of $1.43B (+33% Y/Y, 8.4% above consensus) and adjusted EPS of $2.95 vs. a loss of $0.18 in the prior year, beating consensus by $1.64. Adjusted EBITDA surged 148% Y/Y to $664M, demonstrating significant operational leverage as lithium pricing recovered. The Energy Storage segment led recovery with sales of $891M (+70% Y/Y) driven by pricing improvements (+51%) and volume growth (+14%), while adjusted EBITDA jumped 196% to $551M. Management provided 2026 outlook scenarios based on lithium pricing. Assuming the FY 25 average (~$10/kg LCE) projects $4.1B-$4.3B sales and $0.9B-$1.0B adjusted EBITDA, while the Q1 2026 average (~$20/kg LCE) suggests $5.7B-$6.0B sales and $2.4B-$2.6B adjusted EBITDA. We believe ALB's balance sheet optimization through $1.3B debt reduction and $648M in divestiture proceeds strengthens financial flexibility. ALB remains on track for $100M-$150M in annual cost improvements while maintaining disciplined capex guidance of $550M-$600M.

$ALB

Research55d ago

Research Alert: Sun Life Posts Modestky Higher Q1 Operating Eps

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Sun Life Financial posted Q1 2026 underlying EPS of $1.89, up 4% Y/Y, matching consensus but missing our $1.93 estimate. Reported results were significantly impacted by $310M in one-time charges, including $165M for SLC Management acquisitions and $145M legal settlement. Asia remained a standout performer with underlying net income rising 17% Y/Y to $216M, driven by strong Hong Kong sales momentum and 41% growth in individual insurance sales, reinforcing its position as a key growth engine. Canada delivered solid 7% Y/Y growth in underlying net income to $370M, supported by higher fee income from AUM growth. Asset management results were mixed with underlying net income declining 7% Y/Y to $363M as lower catch-up fees offset solid MFS performance, while net outflows widened to $17.8B from $6.2B. We view the underlying ROE improvement to 18.6% from 17.7% as encouraging, reflecting effective capital deployment despite operational headwinds.

$SLF

Research55d ago

Research Alert: Sun Life Posted Modestly Higher Q1 Operating Eps

$SLF

Research55d ago

Research Alert: Royal Gold Posts Q1 Miss Despite Impressive Earnings Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Royal Gold posted Q1 revenue of $469.1M, up 143% Y/Y but missing consensus by 1.5%, while adjusted EPS of $2.72 fell $0.03 short of estimates despite 80% Y/Y growth. Results reflect the first full quarter integrating the Sandstorm, Horizon, and Kansanshi acquisitions completed in 2025, with operating cash flow reaching $293.6M and an 83% adjusted EBITDA margin. The transformational acquisition activity repositioned the portfolio with enhanced diversification: 71% gold, 16% silver, 10% copper exposure across 55% North America, 23% South/Central America, 18% EMEA, and 3% Australia Pacific. Management retired $300M of debt during Q1, bringing outstanding balance to $525M and targeting full repayment by early Q1 2027, while authorizing a $500M share repurchase program. We believe the expanded portfolio's scale benefits and geographic diversification address previous concentration risk concerns, though execution depends on mining partners across a wider asset base.

$RGLD

Commodities55d ago

Matador Resources Raises 2026 Oil Production Outlook After Higher Q1 Output

Matador Resources (MTDR) reported Q1 earnings Wednesday, showing net production volumes of 18.68 million barrels of oil equivalent, up from 17.88 mmboe a year earlier.The company produced 10.83 million barrels of oil for the quarter ended March 31, compared with 10.35 mmbbls in the corresponding quarter a year earlier.Natural gas production volumes increased to 47.2 billion cubic feet in Q1 from 45.1 Bcf a year earlier.Average daily total oil equivalent production reached 207,594 boe per day during the quarter ended March 31, up from 198,631 boe/d in the prior-year period.Daily production volumes for oil averaged 120,277 barrels per day, up from 115,030 b/d, while daily natural gas production volumes averaged 523.9 million cubic feet per day, up from 501.6 MMcf/d.Matador raised its full-year 2026 oil production guidance to 123,000 b/d to 125,000 b/d, up from the prior range of 122,000 b/d to 124,000 b/d.The company also revised its total oil equivalent production guidance to 210,500 boe/d to 216,000 boe/d, upwards from the prior outlook of 209,500 boe/d to 215,000 boe/d.The company expects 2026 drilling, completion and equipping capital expenditures of $1.35 billion to $1.44 billion.

$MTDR

Research55d ago

Research Alert: Hp: A Rough March Quarter, Both At Home And Abroad

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HP posted an adjusted operating loss of $0.38 per share in Q3, deteriorating from a $0.15 loss in Q2 and missing consensus by $0.34, while revenues of $932M fell 8.4% sequentially amid lower activity levels. Adjusted EBITDA of $178M declined 23% sequentially amid persistent margin compression across all segments. Regional headwinds abounded with North America direct margin falling 10% to $215M on reduced average active rigs and pricing pressure, while International plunged 60% to $11.5M primarily due to Middle East conflict impacts starting February 28. Management guided North America direct margin to recover to $230M-$240M in Q4, but provided an exceptionally wide $12M-$32M range for International given ongoing geopolitical uncertainty. HP meaningfully strengthened its balance sheet by completing the Utica Square sale for after-tax proceeds exceeding $100M and retiring $400M in debt ahead of schedule, while returning $25M to shareholders and focusing on the $350M bond maturity in 2027.

$HP

Research55d ago

Research Alert: Macerich Company Q1: $272m Annapolis Acquisition Bolsters Go-forward Portfolio

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MAC reported Q1 revenue of $242M, down 3.1% Y/Y and 7.8% Q/Q, with leasing revenue of $226M. Revenue including unconsolidated joint ventures on a pro rata basis was $297M, down 3.0% Y/Y. The company's SNO pipeline reached $116M, representing cumulative incremental revenue through 2028, which we view as a positive catalyst for future growth momentum. MAC replaced same-store NOI reporting with Go-Forward Portfolio Centers metrics going forward. Go-Forward Portfolio NOI (excluding lease termination income) increased 1.2% Y/Y to $173M, while portfolio tenant sales per square foot reached $899 for the trailing-12-month period, up 7.4% Y/Y and 2.0% vs. Q4 2025. Go-Forward Portfolio Centers sales per square foot hit $941, up 4.8% Y/Y and 2.2% vs. Q4 2025. MAC signed 1.6M square feet of leases in Q1, up 2.5% Y/Y excluding prior-year multi-location anchor renewals. We believe the improving sales productivity and strong leasing momentum support the company's operational progress despite the sequential revenue decline.

$MAC

Research55d ago

Research Alert: Run Posts Strong Margins, But Cash Burn Disappointed

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:RUN reported Q1 sales of $722M (+43% Y/Y), beating consensus estimates of ~$639M, though we view this as largely an accounting presentation issue rather than fundamental business acceleration. Operational metrics show significant volume declines with storage capacity installed (282 MWh, -15% Y/Y), solar capacity (154 MW, -19% Y/Y), and subscriber additions (17,665, -25% Y/Y) all declining. We view RUN's storage-first positioning as strategic for long-term distributed energy opportunities, with storage attachment rate reaching a record 73% (+400 bps Y/Y), though monetization remains in early innings. Management maintained 2026 cash generation guidance of $250M-$450M despite Q1 cash burn of $59M (vs. +$56M in Q1 2025). We view the improvement in net subscriber value to $11,892 (+14% Y/Y) as encouraging, driven by larger system sizes and lower cost of capital, but broader industry headwinds are playing an increasingly significant role.

$RUN

Wire55d ago

Fastly Swings to Q1 Adjusted Earnings as Revenue Rises; Shares Tumble After Hours

Fastly (FSLY) reported Q1 adjusted earnings late Wednesday of $0.13 per diluted share, compared with the loss of $0.05 a year earlier.Analysts polled by FactSet expected earnings of $0.08.Revenue in the three months ended March 31 rose to $173 million from $144.5 million a year earlier.Analysts surveyed by FactSet expected $171.8 million.Fastly expects Q2 non-GAAP net income of $0.05 to $0.08 a share on revenue of $170 million to $176 million. Analysts polled by FactSet project EPS of $0.04 on revenue of $169.8 million.The company expects full-year non-GAAP net income of $0.27 to $0.33 a share on revenue of $710 million to $725 million. Analysts project EPS of $0.27 on revenue of $712 million.Fastly shares tumbled 28% in after-hours trading.

$FSLY

Research55d ago

Research Alert: Ftnt Surpassed Expectations On Product Revenue Outperformance; Raises Outlook

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FTNT delivered exceptional Q1 2026 results with revenue of $1.85B beating consensus by $120M and non-GAAP EPS of $0.82 exceeding estimates by $0.20. Product revenue accelerated to $645M (+40.5% Y/Y) significantly outpacing service revenue growth of 11%, while billings surged 30.5% to $2.09B. The robust appliance demand suggests active security infrastructure refreshes, though we highlight potential pulled-forward demand amid supply chain challenges and higher memory prices. Operating leverage remained strong with non-GAAP operating margin expanding 160 bps to 36%, while record cash generation of $1.08B in operating cash flow underscores the business model's strength. We expect the SASE evolution and "SASE Firewall" convergence to serve as key differentiators in the competitive landscape. Management raised 2026 revenue guidance to $7.71B-$7.87B from $7.50B-$7.70B, above consensus of $7.6B, and lifted EPS guidance to $3.10-$3.16 from $2.94-$3.00, beating Street forecasts of $3.00.

$FTNT

Mining & Metals55d ago

B2Gold Cites Higher Than Expected Gold Production, Lower Than Expected Costs, and "Robust" Free Cash Flow in Q1 2026

$BTO.TO

Mining & Metals55d ago

B2Gold Cites "Strong Financial Position and Liquidity"

$BTO.TO

Mining & Metals55d ago

B2Gold Q1 Attributable Net Income of US$0.15 Per Share; Adjusted Attributable Net Income of $0.19 per share

$BTO.TO

Mining & Metals55d ago

Earnings Flash (GRID.TO) Tantalus Reports Q1 Revenue US$15.1M, Up Near 27% YoY

$GRID.TO

Insider Trading55d ago

Schwab Charles Insider Sold Shares Worth $20,058,463, According to a Recent SEC Filing

Charles R. Schwab, Director, Co-Chairman, on May 04, 2026, sold 218,600 shares in Schwab Charles (SCHW) for $20,058,463. Following the Form 4 filing with the SEC, Schwab has control over a total of 95,323,231 common shares of the company, with 95,323,231 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/316709/000092373826000020/xslF345X05/wk-form4_1778103666.xml

$SCHW

Mining & Metals55d ago

Earnings Flash (SGY.TO) Surge Energy Reports Q1 Loss Per Share Basic and Diluted $0.25

$SGY.TO

Research55d ago

Research Alert: Cohr's Results/guidance Beat Modestly, Led By Continued Data Center Momentum

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:COHR reported Q3 FY 26 revenue of $1.81B (+21% Y/Y), beating consensus of $1.78B, while non-GAAP EPS of $1.41 (+55% Y/Y) exceeded the Street's $1.39 view. Datacenter & Communications revenue accelerated to 41% Y/Y growth, representing 75% of sales, while Industrial revenue declined 2% on a pro forma basis amid macro headwinds. We view the impressive margin expansion as validation of strong operational execution, with non-GAAP gross margin reaching 39.6% (+105 bps Y/Y) and operating margin hitting 20.3% (+163 bps Y/Y). Q4 guidance exceeded expectations with revenue midpoint of $1.98B (+29% Y/Y) and non-GAAP EPS of $1.62 (+62%) vs. consensus of $1.91B and $1.54. We believe CPO momentum continues building with an exceptionally large purchase order secured and NVDA's equity investment providing additional validation. We expect the planned doubling of InP capacity by 2027 to unlock further growth as higher-margin 1.6T transceivers and 6-inch wafers drive favorable product mix.

$COHR

Research55d ago

Research Alert: Zg Beats Q1 Ebitda But Guides Q2 Profitability Lower On Legal And Ad Costs

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ZG's Q1 revenue of $708M exceeded consensus and grew 18% Y/Y, driven by Mortgages (+56%) and Rentals (+42%) segments, while core Residential grew a modest 8%. Adjusted EBITDA of $182M beat consensus $168.39M despite 160-bp margin headwind from legal expenses, supported by strong cost control and 44% Y/Y adjusted free cash flow growth. However, Q2 adjusted EBITDA guidance of $150M-$165M fell substantially short of consensus $190.55M due to front-loaded advertising spend and $20M in incremental legal costs. Management reiterated full-year mid-teens revenue growth and margin expansion, implying significant 2H recovery. We believe legal risks create meaningful uncertainty, with ongoing litigation pressures coinciding with moderating internal traffic metrics (average monthly users down 3% Y/Y) and reduced cash position of $788M vs $1.3B in Q4. In our view, the company faces execution risk navigating legal headwinds while maintaining growth momentum in a challenging environment.

$ZG

Mining & Metals55d ago

Earnings Flash (ERD.TO) Erdene Reports Produced and Sold 8,527 Ounces Gold At Average Price of US$4,872/oz for US$42M in Gross Project Revs In Q1

$ERD.TO

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