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$ZDGE posted EPS of $0.07 this quarter — 40% above the $0.05 consensus. Net income: $926K. Revenue hit $8.0M, beating the $7.0M Street estimate by 14%. Shares jumped 6.1% to $3.31.
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The beat vs. estimates is clear. The harder question: can $ZDGE accelerate beyond 3% YoY revenue growth? Watch whether 19.6M MAUs can drive enough ad and subscription scale to sustain profitability longer-term.
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Full breakdown → news.alphastreet.com/zedge-q…
Disclosure: This thread is for informational purposes only and does not constitute investment advice.
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$191.8M. That's what $FRD just printed in Q4 2026 — a 48.4% jump from $129.2M in FY2025. For a small-cap steel processor, that's a number worth pausing on.
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What to watch: nearly 50% revenue growth is eye-catching — but how much is volume vs. pricing? Steel markets are sensitive to both demand cycles and tariff dynamics. Sustainability of this growth pace into FY2027 is the key investor question. $FRD
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Full breakdown → news.alphastreet.com/friedma…
Disclosure: This thread is for informational purposes only and does not constitute investment advice.
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$COF Q1 2026: $15.2B revenue, $4.42 adj EPS, $489.1B in deposits. Mgmt calls Discover integration "game-changing" — if payments-network economics layer onto that deposit base, this isn't just a credit-cycle trade anymore. via @AlphaStreetNews news.alphastreet.com/capital…
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$CHTR added 368,000 mobile lines in Q1 2026 — even while losing 120,000 internet customers. That divergence is the whole story right now.
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The real question for $CHTR investors: declining cable operator or emerging connectivity platform? The answer changes the valuation framework entirely. Watch mobile line growth, bundle churn data, and whether capex converts to net customer adds over time.
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Full breakdown → news.alphastreet.com/charter…
Disclosure: This thread is for informational purposes only and does not constitute investment advice.
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$LEN Q2 2026: EPS of $1.31 (ex mark-to-market losses) beat the $1.24 estimate by 5.6%. Revenue hit $7.94B — missing the $8.07B forecast by 1.7% and falling 5.2% YoY from $8.38B in Q2 2025.
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$LEN is a bellwether. A 5.2% YoY revenue decline signals affordability & mortgage rate pressure is materializing. Ripple effects reach building materials, appliances & mortgage lending.
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Full breakdown → news.alphastreet.com/lennar-…
Disclosure: Informational purposes only. Not investment advice. Do your own due diligence.
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