News Bulletin

Monday, May 4th, 2026

Morning Edition

 

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Monday, May 4th, 2026

10:00

Factory Orders (MoM) (Mar)

 

0.50%

0.00%

10:00

Factory orders ex transportation (MoM) (Mar)

 

 

1.20%

10:00

Durables Excluding Transport (MoM) (Mar)

 

 

0.90%

10:00

Durables Excluding Defense (MoM) (Mar)

 

-0.30%

-0.30%

11:30

3-Month Bill Auction

 

 

3.59%

11:30

6-Month Bill Auction

 

 

3.59%

12:50

FOMC Member Williams Speaks

 

 

 

14:00

Loan Officer Survey

 

 

 

14:00

Total Vehicle Sales (Apr)

 

16.00M

16.30M

 

Indices
 

 

CLOSE

50 DMA

200 DMA

DJIA

49,499.27

47,860.07

47,208.17

NASDAQ

25,114.44

22,925.38

22,708.87

S&P 500

7,230.12

6,815.38

6,729.87

 

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap : market Capital/ BMO : Before Market Opening /AMC : After Market Close)

NAME

COMPANY

Mkt CAP

EPS (Forcast)

EPS (Actual)

Rev (Forcast)

Rev (Actual)

Time

MAEOY

Manila Electric Company

$11.95B

 

 

 

 

 

WHGOF

White Gold

$288.39M

 

 

 

 

 

MLPNF

Millennial Potash

C$180.34M

 

-0.018

 

0

 

LNKB

LINKBANCORP

$325.59M

0.21

 

$30.09M

 

 

DDHRF

Dream Impact Trust

C$22.71M

-0.16

 

$2.30M

 

 

NABZY

National Australia Bank

$87.82B

0.34

(+22.32%) +$0.422

$3.81B

 

 

SASKF

Atha Energy Corp.

C$235.25M

 

 

 

 

 

LTHCF

Lithium Ionic Corp

C$152.62M

 

 

 

 

 

WJXFF

Wajax Corporation

C$551.58M

0.56

 

$390.49M

 

 

SVA

Sinovac Biotech

$460.27M

 

 

 

 

 

EARN

Ellington Residential Mortgage

 

0.25

 

$13.11M

 

 

IAC

IAC/InteractiveCorp.

$3.37B

-0.35

 

$520.45M

 

 

ICHR

Ichor Holdings

$2.24B

0.13

 

$251.32M

 

 

GSHRF

Goldshore Resources

$553.06M

 

 

 

 

BMO

SITKF

Sitka Gold Corp.

$277.85M

 

 

 

 

BMO

MZTI

Marzetti Company

$3.41B

1.57

 

$463.89M

 

BMO

CNA

CNA Financial

$12.97B

1.29

(-39.77%) +$0.78

 

+$3.695B

BMO

SGC

Superior Group of Companies

$180.92M

<$0.01

 

$138.21M

 

BMO

RLJ

RLJ Lodging

$1.27B

-0.07

 

$323.51M

 

BMO

ALX

Alexander's

$1.25B

 

 

$53.40M

 

BMO

NSSC

Napco Security Technologies

$1.67B

0.33

 

$49.26M

 

BMO

ADCT

ADC Therapeutics

$487.14M

-0.2

 

$19.99M

 

BMO

CCOI

Cogent Comms

$1.16B

-1

 

$241.31M

 

BMO

PNW

Pinnacle West Capital

$12.53B

0.01

 

$1.08B

 

BMO

KRYS

Krystal Biotech

$7.83B

1.49

 

$112.11M

 

BMO

L

Loews

$22.98B

 

1.63

 

+$4.555B

BMO

WGS

GeneDx Holdings

$1.91B

-0.01

 

$112.46M

 

BMO

UPLD

Upland Software

$17.91M

0.13

(+23.08%) +$0.16

$48.50M

(+0.4%) +$48.69M

BMO

TWST

Twist Bioscience

$3.70B

-0.48

 

$107.64M

 

BMO

HESM

Hess Midstream Partners

$7.92B

0.67

 

$389.51M

 

BMO

AXSM

Axsome Therapeutics

$10.56B

-0.81

 

$191.22M

 

BMO

TSN

Tyson Foods

$21.97B

0.78

 

$13.63B

 

BMO

NCLH

Norwegian Cruise Line

$8.57B

0.14

 

$2.36B

 

BMO

MHCUF

Flagship Communities REIT Investment Trust

$477.52M

 

 

$28.43M

 

AMC

THNCF

Thinkific Labs

C$78.75M

-0.01

 

$18.59M

 

AMC

UTL

Unitil

$932.58M

1.86

 

$179.13M

 

AMC

RBA

RB Global

$19.52B

0.99

 

$1.16B

 

AMC

CSR

Centerspace

$1.21B

-0.29

 

$66.54M

 

AMC

JRVR

James River Group

$284.55M

0.27

 

$155.07M

 

AMC

HSTM

HealthStream

$607.21M

0.16

 

$79.68M

 

AMC

CRD.B

Crawford & Company B

$495.24M

0.21

 

$308.24M

 

AMC

CRD.A

Crawford & Company A

$495.24M

0.21

 

$308.24M

 

AMC

BWIN

Baldwin Insurance Group

$3.17B

0.63

 

$524.07M

 

AMC

IIPZF

InterRent REIT Un

C$1.36B

 

 

$45.93M

 

AMC

OGS

ONE Gas

$5.58B

2.17

 

$969.36M

 

AMC

UFPT

Ufp Technologies

$1.50B

2.14

 

$154.78M

 

AMC

ERO

Ero Copper

$2.63B

0.58

 

$245.51M

 

AMC

PLOW

Douglas Dynamics

$1.06B

0.14

 

$133.25M

 

AMC

MTUS

Metallus

$798.72M

0.15

 

$303.47M

 

AMC

DORM

Dorman Products

$3.41B

1.57

 

$524.85M

 

AMC

ALG

Alamo Group

$2.09B

2.2

 

$398.02M

 

AMC

TNC

Tennant Co

$1.49B

0.4

 

$289.25M

 

AMC

JELD

JELD-WEN

$125.14M

-0.29

 

$721.62M

 

AMC

MSA

MSA Safety

$6.43B

1.83

 

$451.28M

 

AMC

JBTM

JBT Marel

$6.01B

1.48

 

$924.84M

 

AMC

GAIA

Gaia

$81.43M

-0.05

 

$25.00M

 

AMC

CRBG

Corebridge Financial, Inc.

$12.57B

1.03

 

$5.06B

 

AMC

AHRT

AH Realty Trust

$616.74M

-0.04

 

$52.43M

 

AMC

AESI

Atlas Energy Solutions

$2.14B

-0.25

 

$256.38M

 

AMC

VVX

V2X

$2.12B

1.24

 

$1.13B

 

AMC

GBNXF

Gibson Energy

$3.78B

0.2

 

$2.14B

 

AMC

VAL

Valaris

$7.08B

-0.09

 

$441.08M

 

AMC

BRCC

BRC

$272.47M

-0.01

 

$96.95M

 

AMC

LOMA

Loma Negra Compania Industrial Argentina Sociedad Anonima

$1.39B

0.05

 

$119.83M

 

AMC

RPAY

Repay Holdings

$337.58M

0.21

 

$80.48M

 

AMC

OSIS

OSI Systems

$4.65B

2.54

 

$449.23M

 

AMC

OTTR

Otter Tail

$3.81B

1.42

 

$339.10M

 

AMC

TMXXF

TMX Group

$11.31B

0.43

 

$353.31M

 

AMC

BDSX

Biodesix

$111.99M

-1.13

 

$23.12M

 

AMC

ADUS

Addus Homecare

$1.86B

1.54

 

$366.41M

 

AMC

ALSN

Allison Transmission Holdings

$10.91B

2.07

 

$1.38B

 

AMC

PAY

Paymentus Holdings

$3.49B

0.18

 

$335.45M

 

AMC

TDUP

thredUP

$577.89M

-0.05

 

$80.17M

 

AMC

MATX

Matson

$5.28B

1.61

 

$777.55M

 

AMC

EQH

Equitable Holdings

$11.87B

1.61

 

$3.95B

 

AMC

BCC

Boise Cascade

$2.80B

0.42

 

$1.46B

 

AMC

NJR

New Jersey Resources

$5.65B

1.9

 

$849.95M

 

AMC

VTS

Vitesse Energy, Inc.

$782.94M

0.12

 

$66.71M

 

AMC

TCMD

Tactile Systems Technology

$520.76M

-0.12

 

$70.57M

 

AMC

PRLPF

Propel Holdings Inc

C$620.08M

0.52

 

$164.31M

 

AMC

VOYG

Voyager Technologies, Inc. Class A

$1.57B

-0.6

 

$35.21M

 

AMC

VNO

Vornado Realty

$6.20B

-0.06

 

$431.71M

 

AMC

CGJTF

Cargojet

$861.71M

0.61

 

$179.59M

 

AMC

TDW

Tidewater

$4.36B

0.68

 

$322.83M

 

AMC

NMFC

New Mountain Finance

$847.18M

0.32

 

$67.76M

 

AMC

EOLS

Evolus

$346.77M

-0.11

 

$72.52M

 

AMC

ADTN

Adtran

$1.49B

0.09

 

$285.48M

 

AMC

TVTX

Travere Therapeutics

$4.08B

-0.24

 

$136.23M

 

AMC

DHC

Diversified Healthcare Trust

$1.90B

-0.16

 

$380.18M

 

AMC

CYRX

CryoPort

$519.55M

-0.22

 

$44.89M

 

AMC

BLZE

Backblaze

$267.44M

0

 

$37.78M

 

AMC

CPSH

CPS Technologies

$89.49M

0.01

 

$8.63M

 

AMC

AMRC

Ameresco

$1.66B

-0.29

 

$362.92M

 

AMC

FLY

Firefly Aerospace, Inc.

$5.41B

-0.52

 

$77.08M

 

AMC

CRGY

Crescent Energy Company Class A

$4.41B

0.38

 

$1.15B

 

AMC

NHI

National Health Investors

$3.72B

0.85

 

$70.22M

 

AMC

AVNW

Aviat Networks

$298.30M

0.44

 

$106.39M

 

AMC

ADEA

Adeia

$3.65B

0.33

 

$99.72M

 

AMC

AEIS

Advanced Energy

$14.79B

1.98

 

$505.81M

 

AMC

GBDC

Golub Capital Bdc

$1.63B

-0.28

 

$200.04M

 

AMC

RIOCF

RioCan Real Estate Investment

$4.56B

 

 

$226.50M

 

AMC

POWL

Powell Industries

$10.03B

1.36

 

$298.12M

 

AMC

EVER

EverQuote

$512.56M

0.44

 

$180.10M

 

AMC

BSM

Black Stone Minerals

$3.02B

0.21

 

$107.38M

 

AMC

MED

Medifast

$120.36M

-0.52

 

$69.20M

 

AMC

STRL

Sterling Infrastructure

$16.34B

2.28

 

$603.58M

 

AMC

SONO

Sonos

$1.79B

-0.24

 

$267.72M

 

AMC

LSCC

Lattice Semiconductor

$16.56B

0.37

 

$164.93M

 

AMC

BWXT

BWX Technologies

$19.82B

0.92

 

$837.47M

 

AMC

VNOM

Viper Energy

$17.84B

0.48

 

$499.80M

 

AMC

BMRN

BioMarin Pharmaceutical

$10.40B

0.69

 

$752.15M

 

AMC

APLE

Apple Hospitality REIT

$3.16B

0.11

 

$327.81M

 

AMC

WMB

Williams Co

$92.37B

0.63

 

$3.27B

 

AMC

DUOL

Duolingo

$5.22B

0.77

 

$288.60M

 

AMC

RIG

Transocean

$7.57B

0.08

 

$1.02B

 

AMC

GRAB

Grab

$15.05B

0.02

 

$921.71M

 

AMC

IIPR

Innovative Industrial Properties

$1.56B

1.07

 

$65.65M

 

AMC

FANG

Diamondback

$58.41B

3.74

 

$3.83B

 

AMC

PSKY

Paramount Skydance

$12.33B

0.15

 

$7.27B

 

AMC

ON

ON Semiconductor

$40.52B

0.61

 

$1.49B

 

AMC

VRTX

Vertex Pharmaceuticals

$107.83B

4.24

 

$2.99B

 

AMC

PINS

Pinterest

$11.64B

0.23

 

$965.84M

 

AMC

PLTR

Palantir Technologies

$344.57B

0.28

 

$1.54B

 

AMC

 

Market News:

CNA Financial Corporation (NYSE:CNA) reported first quarter adjusted earnings per share of $0.83, missing analyst estimates of $1.27, as the insurer posted a core income of $225 million compared with $281 million in the prior year quarter. Shares of the company fell 2.91% in pre-market trading following the results.

The company’s Property & Casualty combined ratio deteriorated to 102.2% from 98.4% in the prior year quarter, reflecting lower underlying underwriting results and unfavorable prior period development of 4.1 points, driven by excess casualty and professional errors and omissions lines in recent accident years.

 

 

Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) reported first-quarter results that exceeded earnings expectations but fell short on revenue, while lowering its full-year outlook due to geopolitical headwinds and softer demand, sending shares down 6.3% premarket. The cruise operator posted adjusted EPS of $0.23 for the first quarter, beating the analyst consensus of $0.15 by $0.08. However, revenue of $2.3 billion missed estimates of $2.36 billion, though it represented a 10% increase from the prior year period.

 

 

US auto sales in April reached a seasonally adjusted annual rate of 16.1 million units, slightly above the consensus estimate of 16.0 million units, according to Morgan Stanley. Sales declined 6% year-over-year and 2% month-over-month.

Hybrid vehicle sales, including both traditional hybrids and plug-in hybrids, increased 8% year-over-year amid rising gasoline prices. Hybrid sales exceeded battery electric vehicle sales by a factor of 3.0. Battery electric vehicle sales fell 22% year-over-year, with market penetration dropping to 5.7% from 6.0% last month and 6.9% in April 2025.

Stellantis gained market share year-over-year, reaching 7.9%, up 63 basis points, though declining 92 basis points month-over-month. The automaker’s light truck segment grew 4% year-over-year, capturing 7.8% market share compared with 7.1% last year. Stellantis faces a UAW strike vote scheduled for May 7-8.

General Motors’ market share declined 125 basis points to 17.0%, while Ford’s share fell 135 basis points to 12.9%. Asian automakers collectively held 50% market share, up from the prior year.

Among European brands, Volkswagen captured 3.0% market share, up 17 basis points year-over-year, with Audi at 0.9%, down 9 basis points. Mercedes-Benz held steady at 2.0%, up 27 basis points year-over-year, while BMW reached 2.6%, up 33 basis points. Porsche remained flat at 0.42%, down 1 percentage point year-over-year.

 

 

Cabaletta Bio Inc. (CABA) announced the pricing of an underwritten offering of 51,725,000 shares of common stock at $2.90 per share. The biotechnology company expects to receive approximately $150 million in gross proceeds before deducting underwriting discounts and offering expenses.

 

 

DevvStream Corp. (DEVS) announced an exclusive agreement with PT PLN Indonesia Power, a subsidiary of Indonesia’s state-owned electricity company, to manage carbon credits from PLN Indonesia Power’s solar plant operations. Under the agreement, DevvStream will handle the creation, validation, certification, registration, storage, security and liquidation of carbon credits from PLN Indonesia Power’s solar facilities. Revenue from carbon credit sales will be shared between the two companies.

 

 

Shares in Basler AG surged more than 15% on Monday after the German industrial camera maker reported a strong start to 2026 and raised its full-year revenue forecast.

 

 

Hexpol shares fell 2.7% Monday after the Swedish polymers group reported first-quarter results that missed analyst expectations, with both sales and EBIT declining YoY.

 

 

Shares of FedEx and United Parcel Service declined in premarket trading on Monday after Amazon announced the launch of Amazon Supply Chain Services, opening its logistics network to businesses beyond its own operations. FedEx fell 2.4% while UPS dropped 1.8% in early trading.

Amazon announced Monday it is making its freight, distribution, fulfillment, and parcel shipping capabilities available to companies across industries including healthcare, automotive, manufacturing, and retail. The service extends Amazon’s logistics infrastructure, which includes 80,000 trailers, 24,000 intermodal containers, and 100 aircraft.

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