Analysts at the firm said the company may have set “too high” expectations for the fiscal year 2026, even as the overall end market appears to be decelerating and competitive pressure heats up.
Nvidia Corp (NASDAQ: NVDA) CEO Jensen Huang has revealed that the company's next major growth opportunity lies in robotics, aside from artificial intelligence (AI).
Exponent’s first quarter results reflected steady demand across its diversified consulting portfolio, even as year-over-year sales held flat. Management credited resilient performance in reactive services—particularly litigation support and failure analysis for chemicals, transportation, and utilities clients—as offsetting softness in proactive project work, which was pressured by shifting client priorities and macroeconomic caution. CEO Catherine Corrigan acknowledged, “Despite starting the year with a 5% to 6% headwind in technical full-time equivalent employees due to our focus on aligning resources with demand, we achieved approximately flat revenues due to strong activity from a few key industries.” The company also noted improved employee retention and modest sequential headcount growth.
BJ’s Restaurants’ first quarter was marked by traffic growth and operational improvements, leading to a positive market reaction. Management attributed the solid performance to increased guest visits, effective marketing around the Pizookie Meal Deal, and margin gains from labor and process efficiencies. Interim CEO Brad Richmond noted, “Our operating initiatives delivered improved guest satisfaction scores, which bodes well for future sales growth.” The company also benefited from proactive cost controls, particularly in labor and maintenance, which helped counteract industry headwinds during periods of unpredictable demand.
DexCom’s first quarter was met with a positive response from the market, as the company delivered revenue ahead of Wall Street expectations and maintained strong growth momentum. Management attributed this performance to robust demand, record new patient additions, and successful navigation of short-term supply challenges. CEO Kevin Sayer highlighted that the company’s expanded commercial reach, recent product launches, and broader patient access were key to driving acceleration in new customer starts, particularly among individuals with type 2 diabetes. Sayer noted, “We experienced an acceleration in demand from new customers, which again came in at record levels during Q1.”
WillScot Mobile Mini’s first quarter results were marked by a decline in sales and profitability versus market expectations, but the market responded positively. Management attributed the performance to continued growth in orders from large enterprise customers, which offset ongoing softness in local account demand. CEO Brad Soultz highlighted that the pending order book was up 7% year-over-year for both modular and storage products, supporting new lease activations. President Tim Boswell also noted that stable pricing and increased contributions from value-added products and services (VAPs) helped mitigate volume declines.
Standex’s first quarter results for 2025 were well received by the market, driven primarily by strong contributions from recently acquired businesses and new product launches. CEO David Dunbar noted that “sales into fast-growing end markets represented a greater percentage of total sales,” with recent acquisitions like Amran/Narayan and McStarlite adding significant momentum. Management attributed the company’s ability to maintain operating margins to a combination of price actions and productivity initiatives, despite ongoing organic revenue declines in several core segments.
MONDAY.COM LTD (NASDAQ:MNDY) combines strong earnings momentum with a bullish technical setup, making it a candidate for high-growth investors. The stock shows robust revenue and profit growth while trading near a potential breakout level.
In this video, Epstein discusses the current state of the metal markets, highlighting various economic indicators set to be released, such as the Chicago Federal Reserve's May National Activity Index, U.S. first-quarter GDP data, and jobless claims.
Hologic’s first quarter saw results broadly in line with Wall Street expectations, yet the company’s shares declined after the report as investors digested softer demand in select segments and international pressures. Management pointed to strong recurring revenue growth—especially in breast health services—as a stabilizing factor, while acknowledging that tariff costs and funding cuts in Africa weighed on diagnostic sales. CEO Steve MacMillan highlighted, “our Diagnostics business continued to grow nicely, despite steep declines in our Africa business following funding cuts,” and noted that recurring revenue now makes up a substantial portion of total sales.
Perdoceo Education's first quarter results drew a strong positive market reaction, underpinned by notable revenue growth and solid operational execution. Management attributed the outperformance to higher student retention and engagement across its core institutions, as well as a marked increase in prospective student interest. CEO Todd Nelson pointed to multi-year highs in student retention and emphasized that the company's marketing and admissions strategies have adapted to capitalize on this momentum. The recent St. Augustine acquisition also contributed to the quarter by boosting both revenue and adjusted operating income.
NV5 Global’s first quarter results received a positive market reaction, as the company reported double-digit revenue growth driven by strong performance in its Infrastructure and Buildings & Technology segments. Management attributed this growth to robust investments in utility, transportation, and data center projects, highlighting the essential and often mandated nature of the services NV5 provides. CEO Ben Heraud emphasized the company’s focus on organic growth and operational efficiency, noting that recent acquisitions and successful cross-selling initiatives contributed to higher segment revenues. Heraud also pointed to the effectiveness of margin and cash flow improvement programs implemented during the quarter, which began to show results. Delays in the Geospatial segment were acknowledged, but management expects these to be temporary, citing integration efforts and federal contract timing as factors.
Lumen’s first quarter results were met with a positive market reaction, reflecting management’s focus on operational discipline and early progress in its digital and AI infrastructure initiatives. CEO Kate Johnson credited improved execution, specifically citing advancements in network modernization, streamlined product offerings, and growth in the North American enterprise segment. She highlighted that the company’s wave services secured new deals with large clients like T-Mobile and AARP, and that disconnects of legacy services reached a five-quarter low. Johnson stated, “We strengthened our balance sheet with the term loan refinancing,” and attributed the outperformance to lower churn and the company’s digital transformation.
Alignment Healthcare’s first quarter results for 2025 were marked by strong revenue and non-GAAP profit that both exceeded Wall Street expectations, but the market responded with a notable decline in the stock price. Management attributed the robust performance to 32% year-over-year membership growth and steady execution of its care management model, particularly in both California and its newer markets. CEO John Kao emphasized progress in scaling the clinical platform and outperforming on key inpatient utilization metrics, stating that “our business model is Medicare Advantage done right.” Additionally, lower administrative expenses and improved gross profit margins reflected operational efficiencies as the company expanded its member base.
Monolithic Power Systems delivered a strong first quarter, with management crediting broad-based demand across storage, computing, and automotive end markets as primary growth drivers. CEO Michael Hsing highlighted the company’s expanding design wins, particularly in enterprise data and automotive, and noted that recent product qualifications across customer platforms provided a foundation for confidence in future revenue ramps. CFO Bernie Blegen emphasized the balanced performance across business segments, stating, "Our strength is fairly broad-based with enterprise data, as we've talked about, still looking for the ramp in the second half of the year."
Amgen’s first quarter results reflected robust demand across its portfolio, with product volumes and sales increasing in both general medicine and specialty disease areas. Management highlighted strong double-digit growth from 14 medicines, including continued momentum in cardiovascular, bone health, and biosimilars. CEO Robert Bradway attributed the performance to “growing patient demand for our innovative medicines” and called out the breadth of the company’s pipeline progress, including multiple positive Phase III readouts and new launches. The quarter also saw notable uptake in Amgen’s biosimilars business and expansion of its rare disease and oncology franchises, as the company leveraged increased access and direct-to-consumer efforts to drive prescription growth.
QIAGEN N.V. (NYSE:QGEN) is a quality stock with strong revenue growth, high ROIC, and solid cash flow conversion, making it a candidate for long-term investors.
Red Rock Resorts’ first quarter results were met with a positive market reaction, as the company delivered growth across its gaming and non-gaming segments while maintaining stable operating margins. Management pointed to the ongoing momentum at the Durango Casino & Resort, which continues to attract new customers and bolster the Station Casinos brand. CFO Stephen Cootey emphasized that “the property remains on a solid ramp trajectory” and highlighted increased visitation and engagement from carded customers as key drivers. The company also noted that its operational discipline and expense management, including flat cost of goods sold and a notable reduction in utility costs, contributed to strong profitability for the quarter.
Schneider’s first quarter was marked by steady execution across its core segments, with management emphasizing structural changes designed to restore margins and enhance operational resilience. CEO Mark Rourke attributed improved earnings to cost containment, disciplined price management, and contributions from the Cowan Systems acquisition, which delivered immediate synergies. Rourke noted, “Truckload earnings improved nearly 70% year-over-year,” highlighting both efficiency gains and pricing actions. Despite some weather-related disruptions, management pointed to growth in dedicated and intermodal operations, along with gains from integrating digital tools and automation, as central to the quarter’s performance.
OSI Systems delivered a positive start to the year, as both revenue and adjusted earnings surpassed Wall Street expectations, prompting a significant market response. Management credited the quarter’s performance to strong execution in its security and optoelectronics divisions, with robust bookings and recurring service revenues as particularly notable contributors. CEO Ajay Mehra highlighted that the company’s large backlog and diversified customer base supported momentum despite a challenging comparison period and ongoing international trade uncertainty. CFO Alan Edrick added, “The increase in our service revenues is almost entirely related to our security division,” noting this recurring revenue offers higher margins as more products roll off warranty.
Itron’s first quarter performance was met with a negative market reaction, as the company reported flat year-over-year sales that fell short of Wall Street’s revenue expectations. Management pointed to a favorable product mix and disciplined manufacturing as key contributors to record gross and operating margins, with CEO Tom Deitrich highlighting “strong execution” and the company’s ability to meet utility customers’ evolving infrastructure needs. The outcomes segment delivered double-digit growth, but management noted that last year’s unique supply-constrained environment created a challenging comparison for several business lines.
CRA International’s first quarter results were well received, as the company surpassed Wall Street’s expectations for both revenue and non-GAAP earnings. Management attributed this performance to strong execution across a diversified portfolio, with notable double-digit growth in the energy, finance, intellectual property, and life sciences practices. CEO Paul Maleh highlighted that international operations delivered nearly 20% revenue growth year-over-year, complementing robust demand for antitrust and regulatory consulting services. Maleh stated, "Broad-based contributions drove the quarter’s strong performance," emphasizing the portfolio’s resilience even as project lead flow accelerated after a slow January.
Arrow Electronics delivered first quarter results that exceeded Wall Street’s expectations, with management crediting both segments for the outperformance. CEO Sean Kerins cited improving demand in global components—especially in EMEA (Europe, Middle East, and Africa) and industrial markets—as key contributors. The enterprise computing solutions division also posted year-over-year billings growth, supported by strong cloud and infrastructure software demand. Kerins emphasized the impact of disciplined expense management and value-added supply chain services, noting, “Our value-added offerings, namely supply chain management and integration services, were once again accretive to our operating results.”
Insight Enterprises’ first quarter results disappointed the market, as revenue declined year over year and missed Wall Street’s expectations. Management cited delays in large enterprise services projects and a tough comparison from a major software transaction in the prior year as key factors impacting performance. CEO Joyce Mullen noted, “Since our last earnings call, the outlook for the macro environment has deteriorated, resulting in increased volatility and uncertainty.” Despite these challenges, the company achieved its non-GAAP profitability targets through expense management and reported momentum in hardware demand.
W.W. Grainger’s first quarter results aligned with Wall Street’s revenue expectations and delivered a modest beat on non-GAAP earnings, prompting a positive market reaction. Management credited stable customer demand and continued growth in its Endless Assortment segment, particularly Zoro U.S., as key contributors. CEO Donald Macpherson emphasized the company’s ability to support customers amid a “highly fluid” macro environment, highlighting the importance of on-site execution and resilient supply chains. CFO Deidra Merriwether noted gross margin improvements in both segments, with favorable product mix and ongoing supplier negotiations helping to offset higher selling, general, and administrative costs.
Sotera Health’s first quarter results were well received by the market, as the company’s revenue and non-GAAP profit surpassed Wall Street’s expectations. Management credited this performance to stable demand across its sterilization and lab testing services, with Sterigenics benefiting from favorable pricing and steady volume trends. CEO Michael Petras highlighted the company’s ability to deliver “mid-single digit top-line growth and double-digit bottom line growth on a constant currency basis,” while also noting strong customer relationships and operational execution as contributing factors. Notably, the Nordion segment saw higher-than-anticipated revenue due to a shift in the timing of Cobalt-60 shipments, though this is expected to balance out over the coming quarters.
MGP Ingredients’ first quarter results were met with a positive market response, as management highlighted early progress in stabilizing its core business segments despite a pronounced revenue decline. CEO Brandon Gall credited the company’s proactive efforts in focusing on premium spirits brands such as Penelope, El Mayor, and Rebel 100, as well as streamlining operational processes in its distilling and ingredient businesses. Gall emphasized that “signs of positive progress across all three of our businesses” were visible, and noted that productivity initiatives and targeted brand investments helped cushion the impact of industry-wide whiskey inventory overhang and weather-related supply disruptions.
