Trader Note — 10188 total
Hamilton Beach Brands heads into the post-earnings session with a fresh beat on the board — and a revenue miss that keeps the picture complicated. The company reported Q1 2026 EPS of $0.26, double the $0.13 earned a…
MGY reports Q1 results on May 7 with a notably bullish options skew, a short base that has been quietly unwinding for months, and a Street that is neutral but nudging targets higher. Options positioning has flipped…
SNAP heads into the post-earnings period in a notably different shape than it entered it — short sellers are covering, the stock has rebounded 32% in a month, and yet options traders just raised their most defensive…
Brighthouse Financial enters Thursday's session with a Q1 earnings miss freshly on the tape — and options traders had already rotated bullish before the numbers hit. The results were out after the close on May 6.…
SandRidge Energy walked into its Q1 2026 report carrying modest momentum — flat on the week, barely off on the month — but the results just landed well ahead of expectations. Q1 adjusted EPS came in at $0.58, beating…
CRSP heads into its May 11 earnings report carrying one of the most crowded short positions in biotech — and fresh evidence that options traders turned meaningfully more defensive this week. The options signal is the…
Bionano Genomics enters its May 13 earnings call with a management vacuum at the top — and shorts have been watching closely all week. The headline from Wednesday evening tells the story: chairman Al Luderer was named…
AIRG enters the post-earnings window with a genuinely split picture. The stock has rallied 31% over the past month and just posted Q1 results that topped revenue expectations. Yet the CEO and CTO have sold shares into…
Blue Owl Capital Corporation filed its Q1 2026 results on May 6 with a notable double miss — adjusted EPS of $0.31 against a $0.35 estimate, and revenue of $396.8 million falling short of the $421.9 million consensus.…
Ingevity Corporation reports Q1 2026 results after the close today, May 6, and calls the earnings on May 7 — making this note an eve-of-event read. The most telling setup detail is not where shorts are now, but how…
Permian Resources Corporation enters the post-earnings tape in a strong position: a Q1 adj. EPS beat at $0.39 versus the $0.36 consensus, revenue of $1.39B nudging past estimates, and raised full-year guidance — all…
RMR enters the post-earnings session with a sharp disconnect: a 25% one-month rally into results, then a Q2 print that missed on both lines. The stock gained 8.3% on the week to close at $19.50 on May 5, extending a…
Houlihan Lokey walks into its Thursday earnings call with options traders positioned about as bullishly as they've been all year — a sharp contrast to the cautious tone set by a bruising week for the advisory…
Zevra Therapeutics heads into the post-earnings stretch with a clean beat under its belt and shorts sitting at a meaningful but steady 8.5% of the float. Q1 2026 results, reported after the close on May 6, came in well…
Qorvo gained 13.5% in the week to May 5, closing at $96.35 — a move that came on the heels of its quarterly earnings print and a broad semiconductor rally. Yet short sellers haven't blinked. That divergence between…
RUN just reported Q1 2026 numbers that cleared the bar — earnings per share of $0.62 versus a consensus estimate of -$0.01, on revenue of $722 million against a $682 million forecast. The result is a clean beat on both…
OEC enters its Q1 2026 results — due before the open on May 7 — as a stock whose price has dramatically outrun the Street's expectations. Orion S.A. is up 31% over the past month and 11% on the week alone, yet the…
Genco Shipping & Trading enters the post-earnings week with two distinct forces pushing it higher — a hostile takeover bid priced below where the stock closed, and a Q1 earnings result that quietly beat expectations by…
Fidelity National Financial just reported its Q1 2026 numbers, and the result was a clean miss on both counts: adjusted EPS of $0.93 against a $1.09 estimate, and revenue of $3.23B versus a $3.61B consensus. The stock…
ARGX heads into its Q1 2026 results on May 7 with a leadership change that lands just hours before the print. The board confirmed Karen Massey as Chief Executive Officer on May 6, the same day it announced Tim Van…
