Terreno Realty: Buying At Premiums Again — Negative

TRNO   Seeking Alpha — May 07, 2025

Terreno Realty's has a sound long-term investment philosophy and a focus on coastal industrial real estate, with a track record which backs this up. The company reported 2024 rental revenues of $382 million, driven by same-store rent growth and acquisitions, with adjusted FFO rising to $2.42 per share. Despite a strong balance sheet, recent aggressive acquisitions at lower cap rates raise concerns about sustaining long-term value creation.

image for news Terreno Realty: Buying At Premiums Again

Graham Corporation: A Gem In The Russel 2000 — Positive

GHM   Seeking Alpha — May 07, 2025

Graham Corporation's robust balance sheet, with no debt and $30M net cash, offers financial flexibility and security within the debt-laden Russell 2000 index. Its financial growth is among the small-cap minority. Originally a cyclical petrochemical and energy business, it has completely transformed over two decades and is a big beneficiary of key government spending now (Defence and Space). Its segments show huge promise over the long term, and in the near term, its backlog is 2x its current revenues.

image for news Graham Corporation: A Gem In The Russel 2000

After Strong Quarter, Radware Announces U.S. Expansion — Neutral

RDWR   GlobeNewsWire — May 07, 2025

Adds seasoned security leadership, dozens of new hires, new tech alliances; reinforces commitment to AI innovation Adds seasoned security leadership, dozens of new hires, new tech alliances; reinforces commitment to AI innovation

image for news After Strong Quarter, Radware Announces U.S. Expansion

NEW YORK, May 07, 2025 (GLOBE NEWSWIRE) -- Taboola (Nasdaq: TBLA), a global leader in delivering performance at scale for advertisers, today announced its results for the first quarter ended March 31, 2025.

image for news Taboola Reports Strong Q1 2025 Financial Results; Results Above High-End of Guidance Across All Key Metrics

Olin: Despite Weak Results, Valuation Is Attractive (Downgrade) — Negative

OLN   Seeking Alpha — May 07, 2025

Olin Corp shares have plummeted due to oversupply, weak Chinese demand, and tariffs, but I advise against selling at this low point. Despite weak markets, Olin is cutting costs and cap-ex, maintaining its dividend, and has no debt maturing until 2029. Q1 results showed mixed performance with stable Chlor Alkali but struggling Epoxy and Winchester units; Q2 EBITDA guidance is $170-$210 million.

image for news Olin: Despite Weak Results, Valuation Is Attractive (Downgrade)

Dell: Buy The Dip At 6-7x Operating Income — Neutral

DELL   Seeking Alpha — May 07, 2025

Dell shares have dropped 18% YTD on fears that AI infrastructure build-out is slowing. However, it is important to note that the concern surrounding fading AI infrastructure build-out has so far not been reflected in fundamentals. Dell's strategic partnership with NVIDIA positions it well in the AI infrastructure market, despite concerns about slowing AI demand.

image for news Dell: Buy The Dip At 6-7x Operating Income

Amazon is working on an AI code generation tool — Positive

AMZN   TechCrunch — May 07, 2025

Amazon Web Services is building a new AI-powered code generation tool codenamed “Kiro,” Business Insider reported, citing internal documents it had viewed.

image for news Amazon is working on an AI code generation tool

EU considers tariffs on Boeing jets, FT reports — Negative

BA   Reuters — May 07, 2025

The European Union intends to propose tariffs on Boeing jets, as it prepares to retaliate further if trade talks with Washington fail, the Financial Times reported on Wednesday.

image for news EU considers tariffs on Boeing jets, FT reports

First Quarter 2025 Results All amounts expressed in U.S. dollars unless otherwise indicated TORONTO , May 07, 2025 (GLOBE NEWSWIRE) -- Barrick Mining Corporation (NYSE:GOLD1)(TSX:ABX) (“Barrick” or the “Company”) today reported a solid start to the financial year, making significant headway on its long-term strategy and advancing its global portfolio of Tier One2 gold and copper assets. Net earnings per share increased 59% year-on-year to $0.27 with adjusted net earnings per share3 growing by 84% year-on-year to $0.35.

image for news Barrick Reports Solid Q1 Results and Progress on Strategic Growth Objectives

Axalta Releases First Quarter 2025 Results — Neutral

AXTA   GlobeNewsWire — May 07, 2025

PHILADELPHIA, May 07, 2025 (GLOBE NEWSWIRE) -- Axalta Coating Systems Ltd. (NYSE:AXTA) (“Axalta”), a leading global coatings company, announced its financial results for the first quarter ended March 31, 2025.

image for news Axalta Releases First Quarter 2025 Results

Net Sales decreased 3.1%, Organic Net Sales decreased 1.5% Gross Margin increased 100-basis points GAAP EPS decreased $0.12, Adjusted EPS decreased $0.01 Updates Full Year Outlook SHELTON, Conn. , May 7, 2025 /PRNewswire/ -- Edgewell Personal Care Company (NYSE: EPC) today announced results for its second fiscal quarter 2025 ended March 31, 2025.

image for news Edgewell Personal Care Announces Second Quarter Fiscal 2025 Results

SHANGHAI , May 7, 2025 /PRNewswire/ -- Cango Inc. (NYSE: CANG), a leading bitcoin mining company, recently released its April 2025 production update for its crypto mining operations. In April 2025, Cango mined a total of 470.0 Bitcoins, an 11.3% decrease compared to 530.1 Bitcoins mined in March 2025.

image for news Cango Inc. Maintains Strong Mining Efficiency and Expands Bitcoin Holdings Amidst April Production Shift

Radware Reports First Quarter 2025 Financial Results — Neutral

RDWR   GlobeNewsWire — May 07, 2025

First Quarter 2025 Financial Results and Highlights

image for news Radware Reports First Quarter 2025 Financial Results

Modiv Industrial Announces First Quarter 2025 Results — Neutral

MDV   Business Wire — May 07, 2025

DENVER--(BUSINESS WIRE)--Modiv Industrial, Inc. (“Modiv Industrial,” “Modiv” or the “Company”) (NYSE:MDV), the only public REIT exclusively focused on acquiring industrial manufacturing real estate, today announced operating results for the first quarter ended March 31, 2025. Highlights: First quarter 2025 revenue of $11.8 million and net income attributable to common stockholders of $2,000. First quarter AFFO of $3.9 million, or $0.33 per diluted share, increased $0.6 million, or 18% year-over.

image for news Modiv Industrial Announces First Quarter 2025 Results

CENTER VALLEY, Pa.--(BUSINESS WIRE)--Shift4 Payments, Inc. (“Shift4”) (NYSE: FOUR), announced today that it is further extending its previously announced all-cash tender offer through its indirect wholly owned subsidiary, GT Holding 1 GmbH, a Swiss limited liability company (“Merger Sub”), to purchase all of the outstanding shares of Global Blue Group Holding AG (“Global Blue”) (NYSE: GB) pursuant to the previously announced transaction agreement, dated as of February 16, 2025 between Global Bl.

image for news Shift4 Further Extends Previously Announced Tender Offer to Acquire Global Blue

TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC), a building products leader, today reported first-quarter 2025 results. Reported Net Sales from Continuing Operations of $2.5 Billion, a 25% Increase from Prior Year, with Newly Acquired Doors Business Contributing $540 Million in Revenue Generated Net Earnings Margin from Continuing Operations of 10% and Adjusted EBITDA Margin from Continuing Operations of 22% Delivered Diluted EPS from Continuing Operations of $2.95 and Adjusted Diluted.

image for news Owens Corning Delivers Strong Revenue and Margin Performance from Continuing Operations in the First Quarter

TORONTO--(BUSINESS WIRE)--Organigram Global Inc. (NASDAQ: OGI) (TSX: OGI), (the “Company” or “Organigram”), Canada's #1 cannabis company by market share, is pleased to announce that its recently acquired business, Collective Project, has won recognition at the 2025 High Spirits Awards only a few short months following the launch of the brand in the U.S. The brand received a gold award for Blood Orange, Yuzu & Vanilla and a platinum award for Mango, Pineapple & Coconut hemp-derived THC b.

image for news Organigram Global's Collective Project Wins Big at the 2025 High Spirits Awards in California

Bunge Reports First Quarter 2025 Results — Neutral

BG   Business Wire — May 07, 2025

ST. LOUIS--(BUSINESS WIRE)--Bunge Global SA (NYSE: BG) today reported first quarter 2025 results Q1 GAAP diluted EPS of $1.48 vs. $1.68 in the prior year; $1.81 vs. $3.04 on an adjusted basis excluding certain gains/charges and mark-to-market timing differences Solid performance in Agribusiness driven by Processing, though down from last year Refined and Specialty Oils results reflected a more balanced supply and demand environment, particularly in the U.S. In final stage of regulatory process.

image for news Bunge Reports First Quarter 2025 Results

KBR Celebrates NASA Super Nova Awards for 2024 Safety Excellence — Neutral

KBR   GlobeNewsWire — May 07, 2025

HOUSTON, May 07, 2025 (GLOBE NEWSWIRE) -- KBR (NYSE: KBR) announced today it has received NASA Super Nova Awards for 2024 Safety Excellence from the Johnson Space Center (JSC) Contractor Safety Forum on four contracts within NASA's Human Exploration Division: the Mission Systems Operations Contract (MSOC), the Integrated Mission Operations Contract (IMOC), the Human Health and Performance Contract (HHPC), and the Extravehicular Activity Space Operations Contract (ESOC) as a major subcontractor to United Technologies Collins Aerospace. This prestigious award recognizes KBR's outstanding safety performance over the past year.

image for news KBR Celebrates NASA Super Nova Awards for 2024 Safety Excellence

SAN ANTONIO , May 7, 2025 /PRNewswire/ -- Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) (the "Company") today announced that its subsidiaries have entered into a definitive agreement to sell its business in Brazil to Publibanca Brasil S.A., an affiliate of Eletromidia S.A.

image for news Clear Channel Outdoor Holdings, Inc. Agrees to Sell its Brazil Business to an affiliate of Eletromidia S.A.