ORTEXORTEX News

Articles

Earnings Preview2831 total

MG logo
Earnings PreviewMG

Mistras Beats Estimates, Guidance Intact

Mistras Beats Estimates, Guidance Intact Mistras Group heads into today's Q1 2026 print — and appears to have already delivered it — with a story that is less about short-side pressure and more about whether a…

1 min read
SLRC logo
Earnings PreviewSLRC

SLRC Insiders Step In as Shorts Retreat Ahead of Q1 Print

SLR Investment Corp. heads into its May 6 first-quarter earnings release with insider conviction on full display — and the short sellers who crowded in during April now largely gone. Management has been the most…

1 min read
ACIC logo
Earnings PreviewACIC

ACIC Reports Today With Short Sellers Fading

American Coastal Insurance Corporation heads into its Q1 2026 earnings print with short sellers retreating and the borrow market sitting at its loosest all year. The most notable positioning shift is in short interest…

1 min read
DHT logo
Earnings PreviewDHT

Short Sellers Add Pressure as DHT Reports Q1 Results

DHT Holdings heads into its Q1 2026 earnings print with short sellers notably more aggressive than they were a month ago — and a divided Street that just delivered a high-profile downgrade. The sharpest change in…

1 min read
AROC logo
Earnings PreviewAROC

Archrock CFO Selling Into a 15% Rally

AROC heads into its Q1 2026 earnings call today with a notable divergence: the stock has surged while the company's own CFO has been selling aggressively. The most striking setup signal is insider activity. CFO Douglas…

1 min read
GLRE logo
Earnings PreviewGLRE

Greenlight Re Beats on EPS, but Falling Revenue Sets the Tone

GLRE reports Q1 2026 EPS of $1.05, up from $0.86 a year ago — but the top line tells a different story, and markets are heading into the formal earnings call today with short sellers already in retreat. The most…

1 min read
SSRM logo
Earnings PreviewSSRM

SSR Mining Beats Q1 Estimates — Copler Sale Looms Large

SSRM heads into post-earnings trading with a cleaner balance sheet story than the market had priced in — and a major asset sale on the horizon that reshapes the investment thesis entirely. The Q1 beat was unambiguous.…

1 min read
SAR logo
Earnings PreviewSAR

SAR's Borrow Costs Signal Something Has Changed

Saratoga Investment Corp. heads into its May 6 earnings print with the borrow market telling a notably different story than the broader positioning data suggests. The most striking feature of the setup is the cost to…

1 min read
DEI logo
Earnings PreviewDEI

DEI shorts dig in as office REIT rallies 22%

Douglas Emmett heads into its Q1 2026 earnings print today with an unusual tension: a 22% one-month price rally running directly against one of the most heavily shorted positions in the office REIT space. The short…

1 min read
LMAT logo
Earnings PreviewLMAT

LeMaitre Options Skew Hits 52-Week High Ahead of Q1 Print

LeMaitre Vascular heads into its May 7 Q1 earnings report with options traders pushing defensive positioning to the most extreme level of the past year. The put/call ratio has climbed to 2.91 — a 52-week high — running…

1 min read
MWA logo
Earnings PreviewMWA

Mueller Water Options Traders Turn Bullish Into Q2 Print

Mueller Water Products heads into its Q2 2026 earnings call on May 6 with options traders signalling unusual optimism — a notable contrast to the cautious positioning that has characterised recent months. The clearest…

1 min read
IESC logo
Earnings PreviewIESC

IES Holdings Rallies Hard Into May 8 Earnings

IESC heads into its May 8 Q2 2026 earnings report as one of the construction sector's standout performers — up 37% in a month and sitting near all-time highs. The price action alone demands attention. IESC closed at…

1 min read
CE logo
Earnings PreviewCE

CE Options Traders Turn Defensive Into Q1 Print

Celanese heads into its May 6 Q1 earnings with options positioning markedly more cautious than recent norms. The options market is sending the clearest pre-earnings signal. The put/call ratio jumped to 0.80 on Tuesday…

1 min read
HURN logo
Earnings PreviewHURN

HURN Heads Into Q1 Print With Shorts in Retreat

Huron Consulting Group reports Q1 results on May 8 with one clear story: short sellers have been unwinding steadily, leaving the stock's positioning far less adversarial than it was just weeks ago. Short interest has…

1 min read
CVGI logo
Earnings PreviewCVGI

CVGI Beats Estimates, But the Setup Was Cautious

Commercial Vehicle Group walked into its Q1 2026 earnings report today with shorts rebuilding positions rapidly and the only analyst covering the stock having just raised his target — a setup full of competing…

1 min read
GNW logo
Earnings PreviewGNW

GNW Heads Into Q1 Print With Bulls in Control of Options

Genworth Financial reports Q1 2026 earnings today against a backdrop of unusually bullish options positioning — a notable divergence from the cautious tone that dominated the stock's options market just weeks…

1 min read