Latest Earnings Analysis

• CION (CION) Q4 2025: NAV Drops 7.4% on Equity Marks Despite 81% First Lien Portfolio Stability
  March 12, 2026 · CION
• Stellis Capital (SCM) Q4 2025: $20M Buyback and Ridge Post Deal Signal New Growth Funnel
  March 12, 2026 · SCM
• America’s Car-Mart (CRMT) Q3 2026: Unit Sales Drop 22% as Capital Bottleneck Restricts Inventory
  March 12, 2026 · CRMT
• Rapid Microbiosystems (RPID) Q4 2025: 78% Product Revenue Surge Anchors System Placement Momentum
  March 12, 2026 · RPID
• Lifetime Brands (LCUT) Q4 2025: SG&A Down 12% as First-Mover Tariff Pricing Expands Margins
  March 12, 2026 · LCUT
• Ollie’s (OLLI) Q4 2025: 86 New Stores Drive 17% Sales Growth, Inflection Point in Scale and Productivity
  March 12, 2026 · OLLI
• CareCloud (CCLD) Q4 2025: Free Cash Flow Surges 55% as AI-Driven Acquisitions Expand Hospital Reach
  March 12, 2026 · CCLD
• AMTX Q4 2025: Biogas Net Income Hits $12M, MVR Upgrade to Unlock $32M Annual Cash Flow
  March 12, 2026 · AMTX
• Urban One (UONE) Q4 2025: Radio Revenue Down 26%, Debt Restructuring Extends Runway
  March 12, 2026 · UONE
• Vivid Seats (SEAT) Q4 2025: $60M Cost Cuts Unlock Path to App-Driven Recovery
  March 12, 2026 · SEAT
• CI&T (CINT) Q4 2025: Top 10 Client Revenue Up 17%, Accelerating AI-Driven Expansion
  March 12, 2026 · CINT
• StoneRidge (SRI) Q4 2025: Mirai Platform Grows 69% as Control Devices Exit Reshapes Portfolio
  March 12, 2026 · SRI
• XNET Q4 2025: Live Streaming Revenue Doubles, Reshaping Margin Profile and Strategic Focus
  March 12, 2026 · XNET
• Village Farms (VFF) Q4 2025: International Export Sales Jump 384%, Fueling Margin Expansion
  March 12, 2026 · VFF
• Flowtech Industries (FTK) Q4 2025: Data Analytics Gross Profit Rises 1,433%, Reshaping Margin Structure
  March 12, 2026 · FTK
• SNDL (SNDL) Q4 2025: Free Cash Flow Doubles to $18M as Margin Gains Offset Retail Slowdown
  March 12, 2026 · SNDL
• Viant Technologies (DSP) Q4 2025: CTV Share Hits 46% as AI Outcomes Drive Performance Inflection
  March 12, 2026 · DSP
• Build-A-Bear (BBW) Q4 2025: 42% Commercial Revenue Surge Anchors Global Expansion Pivot
  March 12, 2026 · BBW
• HPK Q4 2025: CapEx Slashed 50%, Free Cash Flow Focus Drives Debt Paydown
  March 12, 2026 · HPK
• Vera Bradley (VRA) Q4 2026: SG&A Down 22% as Project Sunshine Drives Cost Reset
  March 12, 2026 · VRA
• Full Truck Alliance (YMM) Q4 2025: Transaction Service Revenue Climbs 38% as AI and Governance Reshape Platform
  March 12, 2026 · YMM
• Exodus (EXOD) Q4 2025: ExoSwap Drives 26% of Volume Amid Payments Model Pivot
  March 12, 2026 · EXOD
• Aurora Mobile (JG) Q4 2025: Engagelab ARR Soars 186% as Global SaaS Pivot Delivers First Full-Year Profit
  March 12, 2026 · JG
• Futu (FUTU) Q4 2025: Operating Margin Jumps to 64% as Overseas Growth and Product Expansion Drive Leverage
  March 12, 2026 · FUTU
• Ellington Credit Company (EARN) Q4 2025: CLO Mezzanine Allocation Hits 70%, Offsetting Equity Rout
  March 12, 2026 · EARN
• UiPath (PATH) Q4 2026: AI Product ARR Tops $200M, Driving Platform Pull-Through
  March 12, 2026 · PATH
• Codexis (CDXS) Q4 2025: EcoSynthesis Drives $38.9M Revenue Surge as RNA Platform Gains Traction
  March 12, 2026 · CDXS
• Petco (WOOF) Q4 2025: Operating Margin Expands 190bps as “Reach for the Sky” Growth Plan Launches
  March 12, 2026 · WOOF
• UR Energy (URG) Q4 2025: Lost Creek Output Up 65%, Fueling 2026 Production Ramp
  March 12, 2026 · URG
• Frequency Electronics (FEIM) Q3 2026: Backlog Hits $83M as Proliferated Satellite Wins Signal Multi-Year Demand Shift
  March 12, 2026 · FEIM
• Tilly’s (TLYS) Q4 2025: Comp Sales Surge 10.1% as Merchandising Reset Drives Turnaround Momentum
  March 12, 2026 · TLYS
• Guardian Pharmacy Services (GRDN) Q4 2025: Adjusted EBITDA Margin Expands 200bps as Scale and Acquisitions Accelerate Profitability
  March 12, 2026 · GRDN
• Fossil Group (FOSL) Q4 2025: Gross Margin Expands 380bps as Full-Price Model Reshapes Profitability
  March 12, 2026 · FOSL
• BioT (BTMD) Q4 2025: Sales Force Expands 33% as Clinic Attrition Stabilizes, Setting Stage for H2 Recovery
  March 12, 2026 · BTMD
• Stitch Fix (SFIX) Q2 2026: Private Brands Surge 35% as Wallet Share Expansion Drives Outperformance
  March 12, 2026 · SFIX
• Target Hospitality (TH) Q4 2025: WHS Contracts Surge Past $495M, Driving 320% Data Center Community Expansion
  March 12, 2026 · TH
• Sonita Senior Living (SNDA) Q4 2025: $1.8B CHP Merger Adds 93 Communities, Accelerates NOI Margin Expansion
  March 12, 2026 · SNDA
• TechTarget (TTGT) Q4 2025: EBITDA Margin Climbs 180bps as AI and Integration Drive Operating Leverage
  March 12, 2026 · TTGT
• Pangea Logistics (PANL) Q4 2025: Shipping Days Surge 26% as Fleet Expansion Drives Operating Leverage
  March 11, 2026 · PANL
• Traeger (COOK) Q4 2025: Project Gravity Drives $64M Cost Reset Amid 14% Revenue Decline
  March 11, 2026 · COOK
• SERV Robotics (SERV) Q4 2025: Fleet Expands 20X as Revenue Quality and Platform Scope Accelerate
  March 11, 2026 · SERV
• OPFI (OPFI) Q4 2025: Model-Driven Originations Rise 8% as AI System Lola Nears Launch
  March 11, 2026 · OPFI
• AT Renew (RERE) Q4 2025: 88% 1P2C Retail Surge Reshapes Margin and Channel Mix
  March 11, 2026 · RERE
• BrainsWay (BWAY) Q4 2025: Backlog Surges 43% as Recurring Model Drives Revenue Visibility
  March 11, 2026 · BWAY
• Acacia Research (ACTG) Q4 2025: Operated Segment EBITDA Surges to $96M, Driving Balance Sheet Strength
  March 11, 2026 · ACTG
• Cadre Holdings (CDRE) Q4 2025: Backlog Surges 50% as Tier Tactical and Major Contracts Expand Visibility
  March 11, 2026 · CDRE
• Campbell Soup (CPB) Q2 2026: Snack Margins Drop to 7% as Competitive Pressures Force Price Action
  March 11, 2026 · CPB
• CVGI (CVGI) Q4 2025: Electrical Systems Up 13% as Zoox Win Signals Diversification Momentum
  March 11, 2026 · CVGI
• Franco-Nevada (FNV) Q4 2025: Earnings Margin Hits 59% as Portfolio Diversification and Asset Growth Accelerate
  March 11, 2026 · FNV
• Kamada (KMDA) Q4 2025: Dividend Payout Hits $14M as Organic Growth Drives 13% Revenue Guidance Lift
  March 11, 2026 · KMDA