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Record subscriptions and services revenue of $90 million, growing 31% year over year

Annual recurring revenue (ARR)(1) of $357 million, growing 29% year over year

Record GAAP gross margin of 48%, growing 400 basis points and record non-GAAP gross margin(2) of 50%, growing 460 basis points

Record GAAP net income of $15 million and record adjusted EBITDA(2) of $30 million; adjusted EBITDA margin of 20%

Record GAAP EPS of $0.14 and record non-GAAP EPS of $0.28

CARLSBAD, Calif.--(BUSINESS WIRE)--Arlo Technologies, Inc. (NYSE: ARLO), a leading smart home security platform company, today reported financial results for the first quarter ended March 29, 2026.

“Our strong momentum continued into 2026 as Arlo delivered outstanding financial results in the first quarter, generating exceptional revenue growth and profitability. Record subscriptions and services revenue of $90 million and ARR of $357 million both grew by about 30%. Accelerating profitability resulted in adjusted EBITDA of $30 million and non-GAAP earnings per share of $0.28 which both grew by over 85% year over year,” said Matthew McRae, Chief Executive Officer of Arlo Technologies. “Sustained operational excellence in our core business enabled us to confidently leverage our capital allocation program to expand into new market opportunities as evidenced by our acquisition of Aloe Care in April. We believe these types of inorganic opportunities combined with the scale of our strategic partnerships will provide additional durable growth vectors on our path to surpass our long-range targets early.”

Financial Summary

Record subscriptions and services revenue of $90.1 million, an increase of 30.9% year over year, accounting for 59.9% of total revenues. Ended with ARR of $356.9 million, growing 29.2% year over year. GAAP subscriptions and services gross margin of 83.7% and record non-GAAP subscriptions and services gross margin of 85.4%; up 150 and 230 basis points year over year, respectively. Record GAAP gross margin of 48.3% and record non-GAAP gross margin of 50.1%; up 400 and 460 basis points year over year, respectively. Record adjusted EBITDA of $30.4 million, up 85.3% year over year with adjusted EBITDA margin of 20.2%. Record GAAP EPS of $0.14 and record non-GAAP EPS of $0.28. Cumulative paid accounts increased to 6.0 million, growing 22.6% year over year. Free cash flow (FCF)(3) of $25.4 million with FCF margin of 16.9%. Cash and cash equivalents and short-term investments of $167.5 million, up $14.4 million year over year. Business Highlights

Acquisition of Aloe Care Health to accelerate the expansion of our AI-powered services for aging-in-place care in collaboration with health providers, patients, and their families. Surpassed 6 million paid accounts, a significant milestone in our long-range plan to reach 10 million paid accounts. Repurchased $8.0 million of common stock during the first quarter, as part of a recent newly authorized stock repurchase program of $50 million of our shares. Recorded a gain from the sale of our strategic investment in Origin Wireless of $6.4 million resulting in a 51% return. Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

(In thousands, except percentage and per share data)

Revenue

$ 

150,382

$

141,297

$

119,066

GAAP gross margin

48.3

%

46.4

%

44.3

%

Non-GAAP gross margin (2)

50.1

%

47.8

%

45.5

%

GAAP earnings (loss) per share - basic

$ 

0.14

$

0.05

$

(0.01

)

Non-GAAP EPS - diluted (2)

$ 

0.28

$

0.22

$

0.15

The second quarter 2026 Outlook (4) (5)

A reconciliation of our outlook on a GAAP and non-GAAP basis is provided for the three months ended June 28, 2026 in the following table:

Revenue

EPS - diluted

(In millions, except per share data)

GAAP

$145 - $155

$0.00 - $0.06

Adjustments for stock-based compensation expense and others

—

$0.17

Non-GAAP

$145 - $155

$0.17 - $0.23

Investor Conference Call / Webcast Details

Arlo will review the first quarter 2026 results and discuss management’s expectations for the second quarter 2026 today, Thursday, May 7, 2026 at 5:00 p.m. ET (2:00 p.m. PT). To view the accompanying presentation, a live webcast of the conference call will be available on Arlo’s Investor Relations website at https://investor.arlo.com. The toll-free dial-in number for the live audio call is (800) 715-9871. The international dial-in number for the live audio call is (646) 307-1963. The conference ID for the call is 5685809. A replay of the call will be available via the web at https://investor.arlo.com.

About Arlo Technologies, Inc.

Arlo is an award-winning, industry leader that is transforming the ways in which people can protect everything that matters to them with advanced home, business, and personal security solutions. Arlo's deep expertise in AI- and CV-powered analytics, cloud services, user experience and product design, and innovative wireless and RF connectivity enables the delivery of a seamless, smart security experience for Arlo users that is easy to set up and interact with every day. Arlo's cloud-based platform provides users with visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter most, from any location with a Wi-Fi or a cellular connection. Arlo has recently launched several categories of award-winning connected devices, software and services. These include wire-free, smart Wi-Fi and LTE-enabled security cameras, video doorbells, floodlights, security system, and Arlo's subscription service, Arlo Secure.

With a mission to bring users peace of mind, Arlo is as passionate about protecting user privacy as it is about safeguarding homes and families. Arlo is committed to implementing industry standards for data protection designed to keep users' personal information private and in their control. Arlo provides enhanced controls for user data, supports privacy legislation, keeps user data safely secure, and puts security at the forefront of company culture.

© 2026 Arlo Technologies, Inc., Arlo and the Arlo logo are trademarks and/or registered trademarks of Arlo Technologies, Inc. and/or certain of its affiliates in the United States and/or other countries. Other brand and product names are for identification purposes only and may be trademarks or registered trademarks of their respective holder(s). The information contained herein is subject to change without notice. Arlo shall not be liable for technical or editorial errors or omissions contained herein. All rights reserved.

Safe Harbor Statement Under the Private Securities Litigation Reform Act of 1995 for Arlo Technologies, Inc.:

This press release contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. The words “anticipate,” “expect,” “believe,” “will,” “may,” “should,” “estimate,” “project,” “outlook,” “forecast” or other similar words are used to identify such forward-looking statements. However, the absence of these words does not mean that the statements are not forward-looking. The forward-looking statements represent our expectations or beliefs concerning future events based on information available at the time such statements were made and include statements regarding our potential future business, operating performance and financial condition, including descriptions of our expected revenue and profitability, GAAP and non-GAAP gross margins, adjusted EBITDA and adjusted EBITDA margins, tax rates, expenses, cash outlook, free cash flow and free cash flow margins; strategic objectives and initiatives; expectations regarding the accelerated expansion of our AI-powered services for aging-in-place care and the expansion of our presence in the AI-driven smart home security market; expectations regarding the anticipated benefits, synergies and value creation from our recent acquisitions, including the acquisitions of Aloe Care and Canary, and the successful integration thereof; expectations regarding the realization of returns on our strategic investments, including the disposition of our investment in Origin Wireless; expectations regarding our ability to combine our strategic opportunities with the scale of our strategic partnerships to provide additional growth vectors on our quest to surpass our long-range targets early; and others. These statements are based on management's current expectations and are subject to certain risks and uncertainties, including the following: future demand for our products may be lower than anticipated, including due to inflation, fluctuating consumer confidence, banking failures and high interest rates; we may be unsuccessful in developing and expanding our sales and marketing capabilities; we may not be able to increase sales of our paid subscription services; consumers may choose not to adopt our new product offerings or adopt competing products; product performance may be adversely affected by real world operating conditions; we may be unsuccessful or experience delays in manufacturing and distributing our new and existing products; we may fail to manage costs and cost saving initiatives, the cost of developing new products and manufacturing and distribution of our existing offerings; we may fail to successfully integrate acquired businesses, technologies or personnel, or to realize the anticipated benefits, synergies or cost savings from our recent acquisitions; we may experience difficulties retaining key employees of acquired companies; the costs and management attention associated with the integration of acquired businesses may be greater than anticipated; and we may not realize the expected returns on our future strategic investments, if any. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. Therefore, actual outcomes and results may differ materially from what is expressed or forecasted in such forward-looking statements.

Under the current U.S. administration, tariffs, and retaliatory tariffs imposed by other nations, have created a dynamic and unpredictable trade landscape, which is adversely impacting, and may continue to adversely impact, our business. Current or future tariffs impacting our products, which are manufactured outside of the United States, have raised and may further raise our product costs. In addition, other trade restrictions could negatively impact our ability to obtain finished products from our ex-U.S. manufacturers and suppliers and, therefore, delay or impede our product deliveries. Tariff-related cost pressures and supply chain disruptions may lead to reputational harm if we are unable to deliver products or services on expected timelines or if any price increases are poorly received by customers or business partners. Furthermore, ongoing uncertainty regarding trade disputes and other political tensions between the United States and other countries, including in Asia, may also exacerbate unfavorable macroeconomic conditions, which may negatively impact international customer demand for our products or services and may lead to increased preference for local competitors. While we continue to monitor these developments, the full impact of these risks remains uncertain, and any prolonged economic downturn, escalation in trade tensions or deterioration in international perception of U.S.-based companies could materially and adversely affect our business, results of operations and financial condition.

Further information on potential risk factors that could affect our business are detailed in our periodic filings with the Securities and Exchange Commission, including, but not limited to, those risks and uncertainties listed in the section entitled “Risk Factors” in the most recently filed Annual Report and Quarterly Report filed with the Securities and Exchange Commission (the “SEC”) and subsequent filings with the SEC. Given these circumstances, you should not place undue reliance on these forward-looking statements. We undertake no obligation to release publicly any revisions to any forward-looking statements contained herein to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.

Non-GAAP Financial Measures:

To supplement our unaudited financial data prepared on a basis consistent with U.S. Generally Accepted Accounting Principles (“GAAP”), we disclose certain non-GAAP financial measures that exclude certain charges, including non-GAAP gross profit, non-GAAP gross margin, adjusted EBITDA, adjusted EBITDA margin, non-GAAP net income and non-GAAP earnings per diluted share. These supplemental measures exclude adjustments for stock-based compensation expense, acquisition-related expense, gain on sale of long-term investment, amortization of software development cost, depreciation expenses, and the related tax effects. In addition, we use free cash flow as a non-GAAP measure when assessing the sources of liquidity, capital resources, and quality of earnings. We believe that free cash flow is helpful in understanding our capital requirements and provides an additional means to reflect the cash flow trends in our business.

These non-GAAP measures are not in accordance with, or an alternative for GAAP, and may be different from similarly-titled non-GAAP measures used by other companies. We believe that these non-GAAP measures have limitations in that they do not reflect all of the amounts associated with our results of operations as determined in accordance with GAAP and that these measures should only be used to evaluate our results of operations in conjunction with the corresponding GAAP measures. The presentation of this additional information is not meant to be considered in isolation or as a substitute for the most directly comparable GAAP measures. We compensate for the limitations of non-GAAP financial measures by relying upon GAAP results to gain a complete picture of our performance.

In calculating non-GAAP financial measures, we exclude certain items to facilitate a review of the comparability of our operating performance on a period-to-period basis because such items are not, in our view, related to our ongoing operational performance. We use non-GAAP measures to evaluate the operating performance of our business, for comparison with forecasts and strategic plans, and for benchmarking performance externally against competitors. In addition, management’s incentive compensation is determined using certain non-GAAP measures. Since we find these measures to be useful, we believe that investors benefit from seeing results “through the eyes” of management in addition to seeing GAAP results. We believe that these non-GAAP measures, when read in conjunction with our GAAP measures, provide useful information to investors by offering:

the ability to make more meaningful period-to-period comparisons of our on-going operating results; the ability to better identify trends in our underlying business and perform related trend analyses; a better understanding of how management plans and measures our underlying business; and an easier way to compare our operating results against analyst financial models and operating results of competitors that supplement their GAAP results with non-GAAP financial measures. The following are explanations of the adjustments that we incorporate into non-GAAP measures, as well as the reasons for excluding them in the reconciliations of these non-GAAP financial measures:

Stock-based compensation expense consists of non-cash charges for the estimated fair value of restricted stock units, performance-based restricted stock units, and shares under the employee stock purchase plan granted to employees, and the payroll taxes associated with stock-based compensation. We believe that the exclusion of these charges provides for more accurate comparisons of our operating results to peer companies due to the varying available valuation methodologies, subjective assumptions and the variety of award types. In addition, we believe it is useful to investors to understand the specific impact stock-based compensation expense has on our operating results.

Other non-GAAP items are the result of either unique or unplanned events, including, when applicable: acquisition-related expense, gain on sale of long-term investment, amortization of software development cost, depreciation expenses, and the related tax effects. It is difficult to predict the occurrence or estimate the amount or timing of these items in advance. Although these events are reflected in our GAAP financial statements, these unique transactions may limit the comparability of our on-going operations with prior and future periods. The amounts result from events that often arise from unforeseen circumstances, which often occur outside of the ordinary course of continuing operations. Therefore, the amounts do not accurately reflect the underlying performance of our continuing business operations for the period in which they are incurred.

Source: Arlo-F

  ARLO TECHNOLOGIES, INC.

UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS

(In thousands, except share and per share data)

  As of

March 29, 2026

December 31, 2025

ASSETS

Current assets:

Cash and cash equivalents

$

152,636

$

146,440

Short-term investments

14,862

19,985

Accounts receivable, net

52,174

39,666

Inventories

43,958

41,185

Prepaid expenses and other current assets

12,045

13,210

Total current assets

275,675

260,486

Property and equipment, net

14,178

13,158

Operating lease right-of-use assets, net

8,691

9,195

Goodwill

38,544

11,038

Intangible assets, net

19,490

—

Long-term investment

—

12,500

Other non-current assets

3,614

4,171

Total assets

$

360,192

$

310,548

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities:

Accounts payable

$

40,184

$

42,826

Deferred revenue

52,187

37,139

Accrued liabilities

89,331

92,372

Total current liabilities

181,702

172,337

Non-current operating lease liabilities

6,230

6,743

Other non-current liabilities

12,858

3,627

Total liabilities

200,790

182,707

Commitments and contingencies

Stockholders’ Equity:

Preferred stock: $0.001 par value; 50,000,000 shares authorized; none issued or outstanding

—

—

Common stock: $0.001 par value; 500,000,000 shares authorized; shares issued and outstanding: 108,745,373 at March 29, 2026 and 105,030,947 at December 31, 2025

108

105

Additional paid-in capital

527,457

510,759

Accumulated other comprehensive income (loss)

(1

)

16

Accumulated deficit

(368,162

)

(383,039

)

Total stockholders’ equity

159,402

127,841

Total liabilities and stockholders’ equity

$

360,192

$

310,548

  ARLO TECHNOLOGIES, INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(In thousands, except percentage and per share data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

Revenue:

Subscriptions and services

$

90,099

$

89,390

$

68,849

Products

60,283

51,907

50,217

Total revenue

150,382

141,297

119,066

Cost of revenue:

Subscriptions and services

14,682

15,412

12,265

Products

63,032

60,352

54,074

Total cost of revenue

77,714

75,764

66,339

Gross profit

72,668

65,533

52,727

Gross margin

48.3

%

46.4

%

44.3

%

Operating expenses:

Research and development

22,814

20,852

16,165

Sales and marketing

22,654

23,077

20,203

General and administrative

18,207

16,887

17,785

Other operating expense

1,435

—

25

Total operating expenses

65,110

60,816

54,178

Income (loss) from operations

7,558

4,717

(1,451

)

Operating margin

5.0

%

3.3

%

(1.2

)%

Other income, net:

Gain on sale of long-term investment

6,423

—

—

Interest income, net

1,241

1,284

1,316

Other income (expense), net

70

102

(198

)

Total other income, net

7,734

1,386

1,118

Income (loss) before income taxes

15,292

6,103

(333

)

Provision for income taxes

415

339

502

Net income (loss)

$

14,877

$

5,764

$

(835

)

Earnings (loss) per share:

Basic

$

0.14

$

0.05

$

(0.01

)

Diluted

$

0.13

$

0.05

$

(0.01

)

Weighted-average common shares outstanding:

Basic

106,995

105,434

102,217

Diluted

110,488

110,353

102,217

  ARLO TECHNOLOGIES, INC.

UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(In thousands)

  Three Months Ended

March 29, 2026

March 30, 2025

Cash flows from operating activities:

Net income (loss)

$

14,877

$

(835

)

Adjustments to reconcile net income (loss) to net cash provided by operating activities:

Stock-based compensation expense, net of amounts capitalized

19,734

17,012

Depreciation and amortization

1,697

829

Gain on sale of long-term investment

(6,423

)

—

Allowance for credit losses and non-cash changes to reserves

949

416

Deferred income taxes

241

(155

)

Discount accretion on investments and other

(57

)

(657

)

Changes in assets and liabilities, net of assets acquired:

Accounts receivable, net

(12,490

)

11,287

Inventories

(1,828

)

5,648

Prepaid expenses and other assets

1,481

354

Accounts payable

(3,622

)

(14,983

)

Deferred revenue

14,811

15,597

Accrued and other liabilities

(1,507

)

(3,594

)

Net cash provided by operating activities

27,863

30,919

Cash flows from investing activities:

Purchases of property and equipment, including capitalized software

(2,419

)

(2,803

)

Purchases of short-term investments

(14,825

)

(44,049

)

Purchase of long-term investment

—

(12,500

)

Acquisition of business

(36,000

)

—

Proceeds from maturities of short-term investments

19,988

45,000

Proceeds from sale of long-term investment

18,923

—

Net cash used in investing activities

(14,333

)

(14,352

)

Cash flows from financing activities:

Proceeds from employee stock plans

—

649

Repurchases of common stock

(7,334

)

(15,239

)

Net cash used in financing activities

(7,334

)

(14,590

)

Net increase in cash and cash equivalents

6,196

1,977

Cash and cash equivalents at beginning of period

146,440

82,032

Cash and cash equivalents at end of period

$

152,636

$

84,009

Non-cash investing and financing activities:

Purchases of property and equipment included in accounts payable and accrued liabilities

$

463

$

1,164

Stock-based compensation expense capitalized for software development

$

305

$

601

Stock repurchases included in accounts payable

$

1,021

$

—

ARLO TECHNOLOGIES, INC.

RECONCILIATIONS OF GAAP MEASURES TO NON-GAAP MEASURES (UNAUDITED)

(In thousands, except percentage data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

GAAP gross profit:

Subscriptions and services

$

75,417

$

73,978

$

56,584

Products

(2,749

)

(8,445

)

(3,857

)

Total GAAP gross profit

72,668

65,533

52,727

GAAP gross margin:

Subscriptions and services

83.7

%

82.8

%

82.2

%

Products

(4.6

)%

(16.3

)%

(7.7

)%

Total GAAP gross margin

48.3

%

46.4

%

44.3

%

Stock-based compensation - Subscriptions and services cost

300

242

361

Stock-based compensation - Products cost

1,074

963

756

Amortization of software development cost

1,256

864

272

Non-GAAP gross profit:

Subscriptions and services

76,973

75,084

57,217

Products

(1,675

)

(7,482

)

(3,101

)

Total Non-GAAP gross profit

$

75,298

$

67,602

$

54,116

Non-GAAP gross margin:

Subscriptions and services

85.4

%

84.0

%

83.1

%

Products

(2.8

)%

(14.4

)%

(6.2

)%

Total Non-GAAP gross margin

50.1

%

47.8

%

45.5

%

GAAP net income (loss)

$

14,877

$

5,764

$

(835

)

Stock-based compensation expense

19,734

17,200

17,012

Depreciation and amortization

1,697

1,345

829

Acquisition-related expense

1,329

—

—

Other operating expense

106

—

25

Gain on sale of long-term investment

(6,423

)

—

—

Interest income, net

(1,241

)

(1,284

)

(1,316

)

Other (income) expense, net

(70

)

(102

)

198

Provision for income taxes

415

339

502

Adjusted EBITDA

$

30,424

$

23,262

$

16,415

Adjusted EBITDA margin

20.2

%

16.5

%

13.8

%

  ARLO TECHNOLOGIES, INC.

RECONCILIATIONS OF GAAP MEASURES TO NON-GAAP MEASURES (UNAUDITED) (CONTINUED)

(In thousands, except percentage and per share data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

GAAP net income (loss)

$

14,877

$

5,764

$

(835

)

Stock-based compensation expense

19,734

17,200

17,012

Gain on sale of long-term investment

(6,423

)

—

—

Others

2,776

949

297

Non-GAAP net income

$

30,964

$

23,913

$

16,474

GAAP earnings (loss) per share - basic

$

0.14

$

0.05

$

(0.01

)

Stock-based compensation expense

0.18

0.16

0.16

Gain on sale of long-term investment

(0.06

)

—

—

Others

0.02

0.01

—

Non-GAAP EPS - diluted

$

0.28

$

0.22

$

0.15

Weighted-average common shares outstanding:

Basic

106,995

105,434

102,217

Diluted

110,488

110,353

108,285

Free cash flow:

Net cash provided by operating activities

$

27,863

$

19,770

$

30,919

Less: purchases of property and equipment, including capitalized software

(2,419

)

(1,830

)

(2,803

)

Free cash flow (1)

$

25,444

$

17,940

$

28,116

Free cash flow margin (1)

16.9

%

12.7

%

23.6

%

ARLO TECHNOLOGIES, INC. SUPPLEMENTAL FINANCIAL INFORMATION (UNAUDITED)

(In thousands, except headcount and per share data)

  As of and for the three months ended

March 29,
2026

December 31,
2025

September 28,
2025

June 29,
2025

March 30,
2025

Cash, cash equivalents and short-term investments

$

167,498

$

166,425

$

165,544

$

160,401

$

153,106

Accounts receivable, net

$

52,174

$

39,666

$

76,698

$

61,450

$

46,054

Days sales outstanding

31

26

50

43

34

Inventories

$

43,958

$

41,185

$

44,371

$

30,877

$

34,559

Inventory turns

5.7

5.9

6.4

7.7

6.3

Weeks of channel inventory:

U.S. retail channel

13.2

10.1

12.5

12.5

12.8

U.S. distribution channel

9.5

3.0

5.5

11.0

12.6

APAC distribution channel

8.6

5.2

3.7

8.2

8.4

Deferred revenue

(current and non-current)

$

53,426

$

38,615

$

40,515

$

42,544

$

43,177

Cumulative registered accounts (1)

13,052

12,141

11,792

11,237

10,930

Cumulative paid accounts (2)

6,005

5,687

5,396

5,115

4,897

Annual recurring revenue (ARR) (3)

$

356,921

$

330,489

$

323,150

$

315,655

$

276,357

Headcount

369

376

374

382

369

Diluted shares

110,488

110,353

109,638

108,061

108,285

REVENUE BY GEOGRAPHY

(In thousands, except percentage data)

  Three Months Ended

March 29,
2026

December 31,
2025

March 30,
2025

Americas

$

83,986

55.9

%

$

103,910

73.5

%

$

70,097

58.9

%

EMEA

60,665

40.3

%

31,583

22.4

%

42,895

36.0

%

APAC

5,731

3.8

%

5,804

4.1

%

6,074

5.1

%

Total

$

150,382

100.0

%

$

141,297

100.0

%

$

119,066

100.0

%

More News From Arlo Technologies, Inc.

Arlo Technologies (ARLO - Free Report) reported $150.38 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 26.3%. EPS of $0.28 for the same period compares to $0.15 a year ago.

The reported revenue represents a surprise of +7.99% over the Zacks Consensus Estimate of $139.25 million. With the consensus EPS estimate being $0.19, the EPS surprise was +47.37%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Arlo Technologies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Non-GAAP gross margin - Subscriptions and services: 85.4% versus 83.8% estimated by two analysts on average.Non-GAAP gross margin - Products: -2.8% versus -14.5% estimated by two analysts on average.Revenue- Subscriptions and services: $90.1 million compared to the $87.6 million average estimate based on two analysts. The reported number represents a change of +30.9% year over year.Revenue- Products: $60.28 million compared to the $51.65 million average estimate based on two analysts. The reported number represents a change of +20.1% year over year.View all Key Company Metrics for Arlo Technologies here>>>

Shares of Arlo Technologies have returned +7.1% over the past month versus the Zacks S&P 500 composite's +11.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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I used to think the biggest opportunities in tech were hiding inside flashy artificial intelligence (AI) models or chip companies. I've spent a lot of time over the last couple of years chasing beaten-down big-name stocks, but sometimes the more interesting story is a business quietly transforming its products and subscription model right under Wall Street's nose -- and both Arlo Technologies (ARLO +3.17%) and Evolv Technologies (EVLV +5.14%) look like companies the market still fundamentally misunderstands.

Image source: Getty Images.

Arlo Technologies is not a camera company anymore This is the part Wall Street keeps getting wrong about Arlo Technologies: It still prices the stock like a consumer hardware business, even as the company has spent the last two years systematically converting itself into a pure software and services platform.

The camera hardware still exists, but it's increasingly just the vehicle that gets subscribers into Arlo's ecosystem. The real product is Arlo Intelligence -- a suite of AI features baked into the subscription platform that handles everything from package detection and person recognition to proactive security alerts that the company describes as moving beyond passive recording into automated, real-time response. Arlo isn't just storing video anymore. It's interpreting what's happening in front of the camera and deciding what matters.

What changed the story for me is the partnership strategy. In January, Arlo extended its relationship with Samsung in a service-only arrangement -- no hardware required -- to power smart security features inside Samsung SmartThings for millions of connected home users. That's a clean departure from selling cameras. It's licensing AI software to one of the world's largest consumer electronics platforms.

The market is still sitting on its hands. Some fair-value estimates on Arlo sit at $24 against a current price of around $13.50. Analysts covering the stock have an average price target of $22. The stock is down on a one-month basis, even as the business has turned profitable and annual recurring revenue is growing at a 28% clip. That's a gap between what the business is doing and what the market is crediting it for -- and such gaps tend to close over time.

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Evolv Technologies is winning the venues, and Wall Street still isn't paying attention Evolv Technologies (EVLV +5.14%) makes AI-powered weapons detection systems. Not drones or security towers, but scanners that use machine learning to identify concealed guns and knives without requiring people to stop, empty their pockets, or wait in slow security lines. Every major sports venue, arena, or school that replaces traditional security technology and metal detectors with Evolv's system is signing a subscription contract that is likely to be renewed and expanded over time.

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The company has been stacking those contracts, and its pace hasn't slowed. In March, the Houston Astros renewed and expanded their partnership with Evolv to cover all fan entry points at Minute Maid Park. In April, Crypto.com Arena -- home of the NBA's Los Angeles Lakers and the NHL's Los Angeles Kings -- renewed and expanded its multiyear partnership. Later that month, Evolv reached 50% market share across all North American professional soccer venues after adding the Philadelphia Union to its roster. This is a pattern of the same customers coming back and asking for more.

The professional sports use case gets the headlines, but the deployment that I think is most underappreciated is in educational settings. In 2025, after Evolv reached a settlement with the Federal Trade Commission over what the regulator asserted were deceptive marketing claims, there was a window for some of the company's school customers to cancel their contracts -- but 92% of eligible K-12 customers chose to stay. That retention number, coming immediately after a regulatory challenge, tells you more about the product's actual value to customers than any press release would.

In my opinion, Wall Street is treating Evolv like a speculative security start-up that still needs to prove its model. However, the company's recurring contract structure, its retention rate, and its expansion pattern across professional sports, entertainment, and education suggest the model is proven. To me, that's the definition of a discount worth buying.

MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen Hamilton Holding Corporation (NYSE: BAH), the parent company of advanced technology company Booz Allen Hamilton Inc., today announced preliminary results for the fourth quarter and full fiscal year 2026.

"We enter FY27 with momentum and are well-positioned for the year ahead," said Horacio Rozanski, Booz Allen Chairman and CEO. "We’re investing in proven growth areas and building tech to create long-term value for our shareholders and our nation.”

Share Booz Allen’s press release is available at:
newsroom.boozallen.com
investors.boozallen.com

Booz Allen’s earnings presentation is available at investors.boozallen.com.

Booz Allen will host a conference call at 8 a.m. EDT on Friday, May 22, 2026, to discuss its financial results. Analysts and institutional investors may participate by registering online at investors.boozallen.com. Participants are requested to register a minimum of 15 minutes before the start of the call.

The conference call will be webcast simultaneously to the public through a link at investors.boozallen.com. A replay of the conference call will also be available on the site beginning at 11 a.m. EDT on Friday, May 22, 2026, and continuing for 12 months.

About Booz Allen Hamilton

Booz Allen is an advanced technology company delivering outcomes with speed for America’s most critical defense, civil, and national security priorities. We build technology solutions using AI, cyber, and other cutting-edge technologies to advance and protect the nation and its citizens. By focusing on outcomes, we enable our people, clients, and their missions to succeed—accelerating the nation to realize our purpose: Empower People to Change the World®.

With global headquarters in McLean, Virginia, our company employs approximately 31,500 people globally as of March 31, 2026, and had revenue of $11.2 billion for the 12 months ended March 31, 2026. To learn more, visit www.boozallen.com. (NYSE: BAH)

BAHPR-FI

Booz Allen Hamilton reported higher fiscal fourth-quarter profit as its cost-cutting initiatives helped to offset declines in revenue.

The Pentagon's AI Pivot Supercharges Defense StocksBooz Allen Hamilton NYSE: BAH executives said the government technology contractor exited what Chief Executive Horacio Rozanski called its “most challenging year” as a public company with stronger profitability than expected, even as revenue declined because of weakness in its civil business.

On the company’s fiscal fourth-quarter 2026 earnings call, Rozanski said Booz Allen faced “unprecedented headwinds” in civil work and significant changes across its markets, but responded through cost discipline, contract execution and continued investment in cyber, defense technology and artificial intelligence. He said the company is entering fiscal 2027 with “both momentum and focus,” while acknowledging continued uncertainty as federal customers adjust procurement approaches.

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Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?“Despite declining revenue, profitability exceeded our revised expectations,” Rozanski said. “What’s particularly notable is that we delivered this bottom-line performance while continuing to invest for future growth.”

Revenue Declines, But Profitability Tops Expectations Chief Financial Officer Troy Lahr, who joined Booz Allen earlier this month, said fiscal 2026 gross revenue was $11.2 billion, with the year-over-year decline driven by the company’s civil business. Adjusted EBITDA was $1.2 billion, with an adjusted margin of 11%, and adjusted diluted earnings per share were $6.51. Free cash flow totaled $951 million.

Booz Allen Hamilton Earnings: 3 Bullish Signals for BAH StockFor the fourth quarter, revenue declined 6.4% year over year to $2.8 billion. Revenue excluding billable expenses fell approximately 7% from the prior-year period. Lahr said the national security portfolio grew 1.6% year over year in the quarter, supported by demand for intelligence work and partially offset by lower billable expenses for defense customers. Civil revenue declined 23% year over year, which he attributed to the roll-off of the PTEMS contract and reductions on other contracts.

Adjusted EBITDA in the quarter was $309 million, with an adjusted EBITDA margin of 11.1%, up 50 basis points from a year earlier. Adjusted diluted EPS rose roughly 11% year over year to $1.78. Lahr said the increase reflected stronger profitability, a lower tax rate, a reduced share count and $12 million of pre-tax unrealized gains tied to Booz Allen’s ventures portfolio.

Net bookings in the quarter were $2.5 billion, producing a quarterly book-to-bill ratio of 0.9 times and a trailing 12-month book-to-bill ratio of 1.1 times. Backlog ended the fiscal year at $38 billion, up about 3% year over year. Funded backlog increased sequentially to $4.3 billion.

Fiscal 2027 Guidance Calls for Uneven Recovery For fiscal 2027, Booz Allen guided for revenue of $11.2 billion to $11.7 billion. Lahr said recent divestitures and acquisitions are expected to roughly offset each other. The company expects its national security portfolio to grow in the mid-single digits, while civil revenue is projected to decline in the high single digits as the business works through difficult comparisons, particularly in the first half of the year.

Lahr said the first quarter is expected to be the “low point for growth,” with sequential improvement through the year. Adjusted EBITDA is expected to range from $1.24 billion to $1.29 billion, implying an adjusted EBITDA margin of about 11%. Adjusted EPS is expected to be between $6.00 and $6.35. Free cash flow is forecast at $825 million to $925 million, including estimated fiscal 2027 expenditures for the company’s new Reston headquarters. The guidance excludes a previously disclosed $170 million IRS refund, which Lahr said is now expected in fiscal 2028.

During the question-and-answer portion, Lahr said the guidance reflects what Booz Allen sees in the market today and does not assume “edge cases.” Rozanski added that the company is operating in a fluid environment, including potential budget uncertainty tied to an election year.

Civil Business Remains Under Pressure President and Chief Operating Officer Kristine Martin Anderson said Booz Allen’s civil and national security markets remain “bifurcated,” with different near-term dynamics. Civil demand remains below historical levels, but she said the company is seeing acceleration, including a fourth-quarter civil book-to-bill of 1.2 times led by the health business.

Martin Anderson said the volume of civil awards is high, but many recompetes are coming with shorter periods of performance and smaller scopes. She said this means it will take time for improved demand to translate into growth. The business also faces difficult comparisons tied to last year’s contract cuts and reductions in work at Treasury.

In response to an analyst question, Martin Anderson said the company is seeing headwinds from prior-year contract reductions, Treasury-related reductions, smaller recompetes, fewer new starts because of last year’s weak award environment and budget challenges at the Department of Homeland Security. She also cited tailwinds including recent wins, an expanding customer base, a larger pipeline and strong recompete win rates.

Rozanski said Booz Allen is in “close contact” with customers and has had productive conversations following reputational issues raised by an analyst. “We are letting our work speak for itself,” he said, adding that even at Treasury the company is looking for opportunities to “turn the page.”

National Security, Cyber and Defense Tech Drive Optimism Executives repeatedly pointed to national security, cyber and defense technology as the main growth drivers for fiscal 2027 and beyond. Martin Anderson said Booz Allen won $1.7 billion of national security work in the fourth quarter and is well positioned against priorities including cyber and defense tech.

She highlighted increasing demand for AI-enabled cyber solutions, saying Booz Allen supports important cyber missions in national security, defends federal agencies from cyberattacks, serves Fortune 500 companies across all 16 critical infrastructure areas and responds to more than 1,000 cyber incidents a year.

Rozanski said cyber demand is expected to accelerate across national security, civil and commercial markets. He said offensive cyber tools are becoming agentic faster than defensive tools, creating a need for Booz Allen’s cyber offerings, including its Vellox suite. The company is accelerating the release schedule for multiple Vellox products because “the demand is now,” he said.

Martin Anderson also cited Booz Allen’s award of an other transaction authority contract on Golden Dome for America’s Space-Based Interceptor program and the fourth-quarter award of Breakthrough Engineering and Advanced Technology Solutions, or BEATS, a $937 million single-award engineering and technology contract supporting Army modernization priorities.

Procurement Shift and Capital Deployment Rozanski said Booz Allen is preparing for a market in which federal customers buy differently, with more emphasis on speed, commercial solutions and accountability for outcomes. He said the company drove a nearly 90% increase in OTA proposal submissions and about a 50% increase in OTA awards from the prior year.

He said Booz Allen expects productivity gains over time from delayering, “agentifying” its business, moving toward outcome-based and fixed-price work, and monetizing intellectual property. He said those trends should eventually cause revenue growth to outpace headcount growth, and profit growth to outpace revenue growth.

Lahr said Booz Allen deployed $366 million of capital in the fourth quarter, including $219 million in strategic investments through Booz Allen Ventures and venture partnerships, and $147 million in dividends and share repurchases. The company ended the quarter with $728 million in cash, total liquidity of $2.2 billion and a net leverage ratio of 2.6 times trailing 12-month adjusted EBITDA.

Rozanski closed the call by saying Booz Allen is focused on returning to growth while investing in cyber, defense technology, AI, quantum, 6G and related areas. “We’re moving faster, we’re investing with focus, and we’re building the technologies that make America safer and stronger,” he said.

About Booz Allen Hamilton NYSE: BAHBooz Allen Hamilton Holding Corporation is a publicly traded management and technology consulting firm headquartered in McLean, Virginia. The company provides a wide range of professional services and solutions in strategy, analytics, digital transformation, engineering and cyber security. Its expertise spans from supporting federal civilian agencies to defense, intelligence and homeland security organizations, as well as select commercial industries.

Key offerings include data analytics and artificial intelligence applications, software development and modernization, systems integration, and cyber risk management.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Booz Allen Hamilton Right Now?Before you consider Booz Allen Hamilton, you'll want to hear this.

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Booz Allen Hamilton Holding Corporation (BAH) Q4 2026 Earnings Call Transcript

Key Takeaways Booz Allen topped EPS estimates as margins improved despite a 6.4% year-over-year revenue decline.BAH's Civil business faced contract cuts, while demand in National Security remained strong.Booz Allen's backlog reached a record $38B as demand for AI-native cyber & defense technologies accelerated. Booz Allen Hamilton Holding Corporation (BAH - Free Report) reported mixed fourth-quarter fiscal 2026 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same.

The company’s fourth-quarter fiscal 2026 adjusted earnings per share of $1.78 surpassed the consensus mark of $1.32 and increased 10.6% year over year.

Revenues of $2.78 billion missed the consensus estimate of $2.88 billion and declined 6.4% from the year-ago quarter. BAH continued to benefit from strength in its National Security business, while Civil operations remained under pressure amid difficult market conditions.

BAH’s Margins Expand Despite Revenue PressureAdjusted EBITDA declined 2.2% year over year to $309 million. The adjusted EBITDA margin on revenues expanded 50 basis points to 11.1% due to disciplined cost management and strong contract execution.

Adjusted net income increased 5.9% year over year to $215 million. GAAP net income rose 6.2% to $205 million, while GAAP earnings per share improved 10.5% to $1.68.

The company noted that profitability benefited from lower taxes, a reduced share count and unrealized investment gains. Operating income totaled $263 million compared with $274 million in the prior-year quarter.

Booz Allen Faces Civil Market HeadwindsBooz Allen’s revenues, excluding billable expenses, decreased 6.8% year over year to $1.91 billion. Per management, the Civil business continued to face challenging comparisons and lower demand levels.

Civil operations were affected by contract reductions and lower Treasury-related work. Management expects the Civil portfolio to remain under pressure in the first half of fiscal 2027, although demand trends are improving gradually.

Meanwhile, the National Security portfolio continued to support overall performance. The business benefited from strong demand in intelligence, cyber and defense technology programs.

BAH’s Backlog & Demand Trends Stay HealthyTotal backlog increased 3.1% year over year to a record $38 billion. The company reported a quarterly book-to-bill ratio of 0.9X and a trailing 12-month book-to-bill ratio of 1.1X.

Management highlighted strong momentum in cyber and defense technology opportunities. During the quarter, Booz Allen secured a $937 million engineering and technology contract supporting the U.S. Army’s modernization initiatives.

The company continued investing in AI-enabled cyber offerings and advanced technology solutions. Management stated that demand for AI-native cyber products and outcomes-based contracts is accelerating across government and commercial markets.

Booz Allen Generates Strong Cash FlowBooz Allen generated $240 million in operating cash flow during the quarter compared with $218 million in the prior-year period. Free cash flow improved 9.3% year over year to $212 million.

For fiscal 2026, free cash flow totaled $951 million, compared with $911 million in the prior year. The company attributed the improvement to billing efficiencies and strong collections activity.

BAH exited fiscal 2026 with cash and cash equivalents of $728 million compared with $885 million at fiscal 2025-end. Long-term debt, net of current portion, was $3.92 billion compared with $3.91 billion a year ago.

BAH Initiates Fiscal 2027 OutlookFor fiscal 2027, BAH expects revenues to be between $11.2 billion and $11.7 billion, indicating 0% to 4% year-over-year growth, with the midpoint of $11.45 billion below the Zacks Consensus Estimate of $11.55 billion. The company guided adjusted earnings per share between $6.00 and $6.35, with the midpoint of $6.18 marginally above the Zacks Consensus Estimate of $6.17.

The company projects adjusted EBITDA in the range of $1.24-$1.29 billion with an adjusted EBITDA margin of nearly 11%.

Management expects free cash flow to be between $825 million and $925 million. Booz Allen expects continued growth in its National Security business, while the Civil portfolio is likely to remain challenged in the near term.

The company continued returning capital to its shareholders. During fiscal 2026, Booz Allen deployed $1.1 billion through strategic investments, share repurchases and dividends.

Booz Allen carries a Zacks Rank #4 (Sell) at present.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Recent Earnings SnapshotsRollins, Inc. (ROL - Free Report) reported impressive first-quarter 2026 results. ROL’s adjusted earnings of 24 cents per share matched the consensus mark and rose 9.1% from the year-ago quarter. ROL’s total revenues of $906.4 million surpassed the consensus mark by 1.3% and increased 10.2% year over year.

Waste Connections, Inc. (WCN - Free Report) posted impressive first-quarter 2026 results. WCN’s adjusted earnings of $1.23 per share outpaced the consensus mark by 3.4% and rose 8.9% from the year-ago quarter. WCN’s total revenues of $2.37 billion beat the consensus mark by 0.7% and increased 6.4% year over year.

Booz Allen Hamilton is a market-leading government consulting firm, currently trading at a significant discount to historical valuation multiples. BAH boasts a 14-year dividend growth streak, strong dividend safety, and the highest yield in a decade, supporting its status as a long-term dividend growth play. Recent headwinds from government unpredictability and contract losses have stabilized, with defense and intelligence segments showing resilience and civil business signaling some recovery.

On June 01, 2026, Booz Allen Hamilton Holding Corp BAH shares rose 6.2% to a current price of $84.05. This price is situated within a 52-week range of $68.84 to $120.05, reflecting notable volatility over the past year.

GF Value™ verdict: The current price is $84.05, which is 39.9% below the GF Value™ estimate of $139.80.GF Score™: 76/100, indicating an above-average potential for long-term returns.Most notable signal: There have been no insider transactions in the last 3 months. Is BAH Overvalued or Undervalued? With a current price of $84.05 compared to a GF Value™ of $139.80, Booz Allen Hamilton Holding Corp BAH appears to be significantly undervalued, presenting a margin of safety of approximately 39.9%. The GF Valuation label indicates that the stock is significantly undervalued, which suggests that there is substantial upside potential if the market corrects itself toward the intrinsic value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

However, while the undervaluation presents an opportunity, it is important to consider potential risks associated with the company’s recent performance. The stock has experienced a decline of 18.9% over the past year, indicating it may be facing challenges that could affect its recovery and the realization of its intrinsic value.

How Does BAH's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 12.2x 23.9x Forward P/E 13.4x N/A BAH's current P/E (TTM) of 12.2x is significantly below its 5-year median P/E of 23.9x, indicating that the stock is trading at a substantial discount relative to its historical valuation. This analysis aligns with the GF Value™ verdict, reinforcing the notion that the stock is undervalued and may present a buying opportunity for investors who are willing to navigate the associated risks.

What Does BAH's GF Score™ Tell Us? Metric Rating GF Score™ 76 Financial Strength 5/10 Profitability 9/10 Growth 9/10 Valuation 4/10 Momentum 1/10 The GF Score™ of 76/100 indicates that Booz Allen Hamilton Holding Corp BAH has a strong potential for long-term returns, particularly highlighted by its high profitability rank (9/10) and growth rank (9/10). However, it shows weakness in momentum (1/10) and valuation (4/10), suggesting that while the fundamentals are solid, the stock may not be experiencing favorable market trends at this time.

What Are Insiders Doing with BAH Stock? In the last three months, there have been no insider transactions reported for Booz Allen Hamilton Holding Corp BAH . This lack of activity may suggest that insiders are not currently taking positions in the stock, which could indicate either a lack of confidence in the near-term prospects or a wait-and-see approach amidst market fluctuations.

What This Means for Investors Based on the GF Value™ assessment, Booz Allen Hamilton Holding Corp BAH appears to be undervalued at its current price of $84.05, suggesting a significant opportunity for investors who can withstand potential volatility. However, it’s crucial for potential investors to consider the recent performance trends and the lack of insider activity before making any decisions.

For the complete analysis, visit the Booz Allen Hamilton Holding Corp BAH stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is BAH's GF Score™?

BAH's GF Score™ is 76/100, indicating an above-average potential for long-term returns based on key financial metrics.

Is BAH overvalued or undervalued?

BAH is undervalued according to the GF Value™ estimate, with a current price of $84.05 being 39.9% below its intrinsic value of $139.80.

What is BAH's P/E ratio?

The P/E ratio for BAH is currently 12.2x, which is significantly below its 5-year median P/E of 23.9x, indicating that the stock is trading at a discount compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

First head-to-head analysis finds Chinese LLMs produced and obfuscated vulnerable code for U.S. applications

MCLEAN, Va.--(BUSINESS WIRE)--Booz Allen has released a new report, What's In America's Code?, examining the national security implications of popular Chinese large language models (LLMs) used in software development and security workflows. Using its AI-native testing platform, Booz Allen evaluated four Chinese frontier models and one American model to assess code quality, security, and model behavior.

Following comparative testing and scenario-driven analysis across more than 2,800 trials and nearly 450,000 lines of code, the research revealed that three of four Chinese models produced significantly more vulnerable code when prompted with a U.S. government persona, and the vulnerabilities were highly obfuscated.

Key takeaways and recommendations from the report include:

Chinese LLMs generated more vulnerable code for U.S. government users. The models produced less secure code overall, with vulnerabilities increasing when prompted by users identifying as members of the U.S. government. Chinese LLMs exhibited PRC-aligned political bias. The models refused certain politically sensitive requests and incorporated China-aligned perspectives into generated outputs. Ban untrusted AI models from government and critical infrastructure environments. Models that cannot demonstrate trustworthy and reliable behavior should not be used in systems supporting national security or critical functions. Invest To Make Trusted American AI Models the Global Default. To drive adoption, American AI companies must collaborate with the U.S. government to ensure American models are both commercially compelling and economically viable. The findings raise concerns about the growing access and use of foreign-developed AI models across software supply chains supporting critical infrastructure and national security missions that security processes cannot detect. Read the full report.

About Booz Allen Hamilton

Booz Allen is an advanced technology company delivering outcomes with speed for America’s most critical defense, civil, and national security priorities. We build technology solutions using AI, cyber, and other cutting-edge technologies to advance and protect the nation and its citizens. By focusing on outcomes, we enable our people, clients, and their missions to succeed—accelerating the nation to realize our purpose: Empower People to Change the World®.

With global headquarters in McLean, Virginia, our firm employs approximately 31,500 people globally as of March 31, 2026, and had revenue of $11.2 billion for the 12 months ended March 31, 2026. To learn more, visit www.boozallen.com. (NYSE: BAH)

BAHPR-CO

Have you ever heard of Succession Risk? It occurs when key leaders of a company leave their position—whether expected or not—and a clear successor isn’t already in place.

When key leaders leave, there is a loss of both knowledge and experience that can be hard to replace. And there is always a lag getting someone new up to speed, even though that can be minimized with an internal promotion.

It often creates uncertainty among shareholders that ends up being priced into shares.

That’s exactly what happened to The Clorox Company (CLX) last week. Chairman and Chief Executive Officer Linda Rendle decided to step down for health reasons. The plan is for her to remain in office while a search is conducted and then through a period where she will act as an advisor.

The stock was already struggling, and CLX shares slid another 6% on Friday on the news.

Now, I still like CLX as a long-term holding, and I think some new blood in the C-suite could be a good thing. But still, markets are clearly trying to quantify the risks during this succession period and price it into the shares.

Personally, I will grab a few more shares at an even lower price.

This is another example of “hidden risks” that can sneak into your portfolio. On the surface, they can spook investors and erase your gains, even if just temporarily. On a deeper level, they can disrupt a company’s operations, negatively impact earnings, and cause our dividend payments to become vulnerable.

Let’s take a look at other risks.

Some Risks Can Be Measured It is hard to put a specific dollar amount on the succession risk for Clorox (despite the market trying anyway). But there are risks that can be measured.

One is key customer concentration risk. This becomes an issue when a few customers—or maybe even a single customer—make up a large share of a company’s revenue. This also applies if your customers are concentrated in a specific industry or geographic location.

An example in the news is Booz Allen Hamilton Holding Corp. (BAH). Roughly 98% of its revenue comes from government contracts, and dozens of them were cancelled over the past year. This included 31 contracts with the Treasury Department cancelled in January. Shares are down 20% over the past year while the overall market is at all-time highs.

We can put into numbers the revenue that would be lost if a specific customer or contract falls off the balance sheet.

Another risk that’s incredibly relevant right now is refinancing risk. This occurs when a company has debt maturing that must be refinanced. Debt issued at low interest rates during 2020-2021 may end up being replaced by debt at much higher interest rates. That raises finance costs and can eat into free cash flow and possibly into our dividends.

Lastly, there’s currency risk. As a dividend investor who looks for long-term holdings, I always hold some global consumer staples giants.

These companies earn revenue in multiple currencies that must be converted into their reporting currency. Changes in exchanges rates can impact both earnings and forward guidance numbers. This is another thing to consider when investing in foreign companies.

Analysts are continually running the numbers to estimate the impact these risks will have on future earnings and dividend health. Some risks, however, require a more creative approach.

And Other Risks, Not So Much Potential hazards such as regulatory risk and litigation risk are much harder to measure. Instead of the spread between interest rates or the percentage of revenues, we are talking about complex probability models.

Both of these risks can severely impact a company’s future profits and be largely beyond its control. I always have pharmaceutical and tobacco companies in my portfolio. They both rely heavily on the decisions of regulators, specifically the FDA.

Pfizer (PFE) needs approvals on new drugs in its pipeline to offset patent cliffs. And Philip Morris (PM) still sells its outdated IQOS heated tobacco device here in the US because it’s waiting on approval for its new model.

Litigation risks are even harder to measure as they can pop up out of nowhere.

That brings me to the most top-of-mind risk—technology disruption risk. These days, it might be more accurate to call it AI adoption risk. This concern ripped through software stocks in the first quarter and is far from over.

I’m still not convinced that AI is ready to take on most tasks today… or in the near term. But it will for sure change the future of many companies, industries, and professions. And analysts are trying to measure the risk.

None of these risks should be instant deal breakers when screening for stocks to add to your portfolio, but you want to recognize when they are present. For some stocks, you might be able to use temporary risk speculation to lock in an even better price, and in turn a higher yield.

Do you consider these risks when you add new positions to your portfolio? What other hidden risks are you watching for in the current economy?

For more income, now and in the future,

Kelly Green

Originally published June 3, 2026

For more news, information, and strategy, visit ETF Trends.

Bright Minds Biosciences Inc. (NASDAQ: DRUG - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the six analysts that are covering the firm, MarketBeat.com reports. One analyst has rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1 year price target

May 26, 2026 19:18 ET  | Source: Bright Minds Biosciences

NEW YORK, May 26, 2026 (GLOBE NEWSWIRE) -- Bright Minds Biosciences, Inc. (“Bright Minds,” “BMB” or the “Company”) (NASDAQ: DRUG), a pioneering company focused on developing highly selective 5-HT2 agonists for the treatment of drug-resistant epilepsy, Prader-Willi Syndrome, depression, and other central nervous system (CNS) disorders, today announced that the Company will present at the Jefferies Global Healthcare Conference as follows:

DATE:Wednesday, June 3, 2026TIME:4:20PM EDTWEBCAST:Click Here   The live and archived webcast will be accessible from the Company’s website at https://investors.brightmindsbio.com/news-events/presentations under Events and Presentation. The replay of the webcast will be accessible for 30 days.

Bright Minds further releases that the Company has granted stock options (the “Options”) to certain directors, officers and consultants of the Company to purchase an aggregate of 109,000 common shares in the capital of the Company (the “Shares”) pursuant to the Company's share option plan. The Options are exercisable at a price of US$83.40 per Share for a period of five (5) years from the date of grant. The Options vest in four (4) equal annual instalments of 25% each, commencing on the first anniversary of the date of grant.

About Bright Minds Biosciences

Bright Minds is a biotechnology company developing innovative treatments for patients with neurological and psychiatric disorders. Our pipeline includes novel compounds targeting key receptors in the brain to address conditions with high unmet medical need, including epilepsy, Prader-Willi Syndrome, depression, and other CNS disorders. Bright Minds is focused on delivering breakthrough therapies that can transform patients' lives.

Bright Minds has developed a unique platform of highly selective serotonergic agonists exhibiting selectivity at different serotonergic receptors. This has provided a rich portfolio of NCE programs within neurology and psychiatry.

Contact Information

Investor Relations
Lisa M. Wilson
T: 212-452-2793
E: [email protected]

Alex Vasilkevich
Chief Operating Officer
Bright Minds Biosciences Inc.
T: 414-731-6422
E: [email protected]

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Gossamer To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Gossamer between June 16, 2025 and February 20, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - May 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Gossamer Bio, Inc. ("Gossamer" or the "Company") (NASDAQ: GOSS) and reminds investors of the June 1, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the study design for the Company's Phase 3 PROSERA study, particularly, controlling for the placebo response at the Latin American testing sites.

On February 23, 2026, Gossamer Bio, Inc. revealed adverse topline results from its Phase 3 PROSERA study, announcing that the trial failed to meet its primary endpoint of improving six-minute walk distance ("6MWD") at Week 24. While the study reported a placebo-adjusted gain of +13.3 meters, the result did not achieve statistical significance under the prespecified alpha threshold of 0.025 (p=0.0320). The Company attributed the outcome, in part, to unexpectedly strong placebo performance among patients enrolled at Latin American sites, which it characterized as a heavily treated, lower-risk population.

Following this disclosure, investors and analysts reacted swiftly and negatively. On February 23, 2026, Gossamer's common stock price plummeted from a closing price of $2.13 per share on February 20, 2026 to $0.42 per share, representing a decline of more than 80% in a single trading day.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Gossamer's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Gossamer Bio class action, go to www.faruqilaw.com/GOSS or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299429

Source: Faruqi & Faruqi LLP

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SAN FRANCISCO, May 31, 2026 (GLOBE NEWSWIRE) -- A securities class action lawsuit has been filed against Gossamer Bio, Inc. (NASDAQ: GOSS) and an executive, seeking to represent investors who purchased or otherwise acquired Gossamer securities between June 16, 2025 and February 20, 2026.

, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Gossamer Bio, Inc. ("Gossamer" or "the Company") (NASDAQ: GOSS) violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of GOSS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: June 16, 2025 to February 20, 2026
DEADLINE: June 1, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Gossamer misled investors by concealing facts about issues with its Phase 3 PROSERA study. Based on these facts, Gossamer's public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

Join the case to recover your losses.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]

SOURCE DJS Law Group LLP

, /PRNewswire/ -- A securities class action lawsuit has been filed against Gossamer Bio, Inc. (NASDAQ: GOSS) and an executive, seeking to represent investors who purchased or otherwise acquired Gossamer securities between June 16, 2025 and February 20, 2026.

The lawsuit follows Gossamer's bombshell announcement on February 23, 2026 that top-line results for its Phase 3 PROSERA study did not meet the primary endpoint (the change from baseline in six-minute-walk distance at week 24). The study evaluated seralutinib for the treatment of pulmonary arterial hypertension ("PAH").

The developments, including the trial failure and 80% stock drop, prompted national shareholder rights firm Hagens Berman to commence an investigation into the alleged pending claims that Gossamer violated federal securities laws.  The firm encourages Gossamer investors who suffered substantial losses on Class Period GOSS investments to submit your losses now.

The firm also encourages persons with knowledge who may be able to assist the investigation to contact its attorneys.

View our latest video summary of the allegations: youtu.be/TOr_OsDdBXY

Class Period: June 16, 2025 – Feb. 20, 2026
Lead Plaintiff Deadline: June 1, 2026
Visit: www.hbsslaw.com/investor-fraud/goss
Contact the Firm Now: [email protected]
                                        844-916-0895

Gossamer Bio, Inc. (GOSS) Securities Class Action:

The litigation is focused on the propriety of Gossamer's disclosures about the Phase 3 PROSERA trial design, including its patient recruitment protocol and site-level monitoring.

In the past, Gossamer has emphasized that serlutinib is a "potential first-in-class therapeutic[,]" which "represents the possibility of a multi-billion-dollar opportunity across multiple indications[.]"

As recently as mid-November 2025, the company's management cited the highly successful Merck Phase 3 STELLAR study of sotatercept for treating PAH. Gossamer's management said, "if you look at their data, the best performing region was Latin America, and we have actually more patients coming from those same geographies and same sites." Management also assured investors that "we have gone to the places where precedent studies have shown the greatest amount of efficacy, as well as having an entry criteria that is ensuring that we have patients who, we believe, will really show an improvement based upon, again background disease at week 24."

The complaint alleges that, unknown to investors, Gossamer knew of or recklessly disregarded the trial design issues with the Phase 3 PROSERA study and, instead, crafted a narrative assuring investors that it would meet its primary endpoint. Also unknown to investors, patients at the study's Latin America sites were largely heavily-treated and performing particularly well on placebo.

Investors' expectations were dashed on February 23, 2026. That day, Gossamer announced that PROSERA did not meet its primary endpoint and therefore efficacy was not statistically significant.

Management said during the conference call that day, "[t]he overall treatment effect and statistical parameters were materially diluted by an outsize placebo response and meaningful regional heterogeneity, which compressed the pool placebo-adjusted difference." More specifically, management revealed that in "Latin America, outsized placebo improvements materially compressed the pool treatment difference."

The market swiftly reacted, sending the price of Gossamer shares down by 80%.

After the Class Period, on April 9, 2026, the company revealed that since February 24, 2026 it has not met the minimum share bid price ($1) required for continued listing on the Nasdaq Global Select Market.

"We're focused on whether Gossamer may have misled investors about the PROSERA trial design, including patient entry criteria, as alleged in the pending lawsuit," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.

If you invested in Gossamer Bio and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.

If you'd like more information and answers to additional frequently asked questions about the Gossamer case and the firm's investigation, read more »

Whistleblowers: Persons with non-public information regarding Gossamer Bio should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].

About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw. 

SOURCE Hagens Berman Sobol Shapiro LLP

LOS ANGELES, June 01, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies. Investors have until the deadlines listed below to file a lead plaintiff motion.

Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to [email protected].

Gossamer Bio, Inc. (NASDAQ: GOSS)
Class Period: June 16, 2025 – February 20, 2026
Lead Plaintiff Deadline: June 1, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) patients at the Latin American sites were largely heavily-treated and lower risk and, ultimately, performed particularly well on the placebo, thus, Gossamer’s Phase 3 PROSERA study failed to meet the primary endpoint of improved six-minute walk distance at week 24; and (2) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you are a Gossamer shareholder who suffered a loss, click here to participate.

New Era Energy & Digital, Inc. (NASDAQ: NUAI)
Class Period: November 6, 2024 – December 29, 2025
Lead Plaintiff Deadline: June 1, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) the Company overstated its progress in its permitting and regulatory filings for its flagship Texas Critical Data Centers project; (2) the Company was involved in a fraudulent scheme “to pocket revenues from hundreds of oil and gas wells in New Mexico” by transferring wells among related entities and then placing liability-bearing companies into bankruptcy to avoid plugging and remediation costs; (3) that, as a result, the Company’s financial results were false and/or misleading; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

If you are a New Era shareholder who suffered a loss, click here to participate.

Medpace Holdings, Inc. (NASDAQ: MEDP)
Class Period: April 22, 2025 – February 9, 2026
Lead Plaintiff Deadline: June 5, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants: (1) consistently oversold the Company’s projected book-to-bill ratio for fourth quarter 2025; (2) knew or recklessly disregarded the impact that cancellations have on the Company’s book-to-bill ratio; (3) frequently claimed that the projection of a 1.15 book-to-bill ratio for fourth quarter 2025 was reasonable and achievable and that cancellations were not a sign of a weak business environment; (4) reassured investors that the Company was not concerned about the lack of diversity in its pre-backlog; (5) stated that, despite the uptick in metabolic growth, the Company’s upside was broad-based and not isolated to any handful of studies; and (6) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you are a Medpace shareholder who suffered a loss, click here to participate.

Follow us for updates on Twitter: twitter.com/FRC_LAW.

To be a member of these class actions, you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. If you wish to learn more about these class actions, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Frank R. Cruz, of The Law Offices of Frank R. Cruz, 1999 Avenue of the Stars, Suite 1100, Los Angeles, California 90067 at 310-914-5007, by email to [email protected], or visit our website at www.frankcruzlaw.com. If you inquire by email please include your mailing address, telephone number, and number of shares purchased.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contacts

The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz, 310-914-5007
[email protected]
www.frankcruzlaw.com

The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Gossamer Bio, Inc. (“Gossamer” or “the Company”) (NASDAQ: GOSS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between June 16, 2025 and February 20, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before June 1, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Gossamer concealed adverse facts about the design of its Phase 3 PROSERA study, especially regarding controls for placebo response at certain testing sites. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Gossamer, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260601367847/en/

New York, New York--(Newsfile Corp. - June 1, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Gossamer Bio, Inc. (NASDAQ: GOSS) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Gossamer securities between June 16, 2025 and February 20, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/GOSS.

Gossamer Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

while publicly touting overwhelmingly positive results to investors, Defendants concealed material adverse facts regarding the design of the Company's Phase 3 PROSERA study, including their failure to adequately control for placebo response at the Latin American testing sites; and as a result of the foregoing, Gossamer's securities traded at artificially inflated prices, causing Plaintiff and other Class members to purchase shares at inflated levels.What's Next for Gossamer Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/GOSS, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Gossamer you have until June 1, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Gossamer Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Gossamer Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/294910

Source: Bronstein, Gewirtz & Grossman, LLC

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Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Gossamer Bio, Inc. (“Gossamer” or the “Company”) (NASDAQ: GOSS) and reminds investors of the June 1, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260601532429/en/

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the study design for the Company’s Phase 3 PROSERA study, particularly, controlling for the placebo response at the Latin American testing sites.

On February 23, 2026, Gossamer Bio, Inc. revealed adverse topline results from its Phase 3 PROSERA study, announcing that the trial failed to meet its primary endpoint of improving six-minute walk distance (“6MWD”) at Week 24. While the study reported a placebo-adjusted gain of +13.3 meters, the result did not achieve statistical significance under the prespecified alpha threshold of 0.025 (p=0.0320). The Company attributed the outcome, in part, to unexpectedly strong placebo performance among patients enrolled at Latin American sites, which it characterized as a heavily treated, lower-risk population.

Following this disclosure, investors and analysts reacted swiftly and negatively. On February 23, 2026, Gossamer’s common stock price plummeted from a closing price of $2.13 per share on February 20, 2026 to $0.42 per share, representing a decline of more than 80% in a single trading day.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Gossamer’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Gossamer Bio class action, go to www.faruqilaw.com/GOSS or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260601532429/en/

SAN DIEGO--(BUSINESS WIRE)--Gossamer Bio, Inc. (NASDAQ: GOSS) (the “Company” or “Gossamer”), a biopharmaceutical company focused on the development and commercialization of seralutinib for the treatment of pulmonary arterial hypertension (PAH) and pulmonary hypertension associated with interstitial lung disease (PH-ILD), today announced the early tender results of its previously announced exchange offer (the “Exchange Offer”) to exchange any and all of its 5.00% Convertible Senior Notes due 202.

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Sezzle Inc. ("Sezzle" or the "Company") (NASDAQ: SEZL). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Sezzle and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On April 9, 2026, Sezzle disclosed in a filing with the U.S. Securities and Exchange Commission that it had "received a letter from Karen Webster", who served on the Company's Audit and Risk Committee, Compensation Committee, and Nominating and Corporate Governance Committee, stating that "she resigned from her position as a member of the Company's Board of Directors (the 'Board'), effective immediately." According to Sezzle, "Ms. Webster stated in her letter that her resignation resulted from a growing difference in perspective with management concerning the Company's direction, key decisions, and governance." 

On this news, Sezzle's stock price fell $9.41 per share, or 13.61%, to close at $59.71 per share on April 10, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP