Track market-moving stories before they get noisy

Key Takeaways SBAC posted Q1 FFO of $3.01 and revenue of $703.4M, both above consensus estimates.International site-leasing revenue jumped 32.6%, offsetting softer domestic leasing trends.SBA Communications raised 2026 revenue, EBITDA, and AFFO per share guidance. SBA Communications Corporation (SBAC - Free Report) posted first-quarter 2026 funds from operations (FFO) per share of $3.01, beating the Zacks Consensus Estimate of $2.86 by 5.24%. The figure compared unfavorably with the FFO per share of $3.16 in the prior-year period. Total revenues rose 5.9% year over year to $703.4 million and came in 0.66% above the consensus mark of $698.8 million.

Results reflected solid site-leasing momentum, led by a sharp rebound in international operations, while the company continued to operate at a company-wide tower cash flow margin of about 80%.

SBAC Posts Higher Leasing Revenue on International StrengthSite-leasing revenue increased 6.5% year over year to $656.1 million, remaining the dominant driver of the company’s quarterly performance. Site development revenues, however, edged down 1.6% to $47.3 million, modestly offsetting the leasing-led growth.

Within site leasing, domestic revenues slipped 2.3% to $450.3 million, while international site-leasing revenues surged 32.6% to $205.8 million. The mix shift underscores how international operations carried overall top-line momentum in the quarter, even as the U.S. market remained comparatively softer.

SBAC Faces Higher CostsCost pressures were evident in the core leasing business. The cost of site leasing rose 14.2% year over year to $131.9 million, while selling, general and administrative expense increased 6.5% to $70.5 million.

Those higher costs weighed on profitability metrics. Adjusted EBITDA totaled $475.4 million, up 4% from the year-ago quarter, but the adjusted EBITDA margin slipped to 68.1% from 69.0% a year earlier, highlighting the impact of higher operating expenses.

SBAC Expands Portfolio With Sites and LandSBA Communications continued investing in its asset base during the quarter. The company acquired 10 communication sites and, notably, purchased rights to land underneath approximately 3,900 communication sites in Guatemala for total cash consideration of $133 million. It also built 80 towers during the first quarter. As of March 31, 2026, the company owned or operated 46,358 communication sites, including 17,378 in the United States and its territories and 28,980 internationally.

The company also spent $10.4 million to purchase land and easements and extend lease terms. Total cash capital expenditures were $191.9 million, including $12.7 million of non-discretionary cash capital expenditures and $179.2 million of discretionary cash capital expenditures tied to new tower builds, tower augmentations, acquisitions and land-related investments.

As of April 29, 2026, SBAC purchased or was under contract to buy 56 communication sites for a total consideration of $36.9 million in cash. It expects to complete the acquisitions by the end of the third quarter of 2026.

SBAC Liquidity & LeverageLiquidity remained supported by cash generation. Net cash provided by operating activities was $255.1 million in the first quarter compared with $301.2 million in the year-ago period. Total cash, cash equivalents and restricted cash ended the quarter at $332.5 million, providing flexibility to fund ongoing investment needs.

Leverage stayed elevated but within management’s targeted range. SBAC ended the quarter with net debt of $12.6 billion, translating to net debt to annualized adjusted EBITDA of 6.6x, in the middle of its 6.0x to 7.0x range.

SBAC Lifts 2026 OutlookGiven the quarter’s performance, SBAC raised its full-year 2026 outlook across key metrics. The updated forecast indicates site-leasing revenues of $2.649-$2.674 billion and total revenues of $2.839-$2.884 billion, each up $24 million at midpoint from prior guided range. Adjusted EBITDA is now projected at $1.921-$1.941 billion, $9 million up at midpoint.

AFFO per share is expected in the range of $11.93-$12.38, up 9 cents at midpoint from previous guidance range. The Zacks Consensus Estimate is currently pegged at $12.13 per share, which is within the guided range.

SBAC’s Zacks RankThe company currently carries a Zacks Rank #4 (Sell).

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

Performance of Other REITsW. P. Carey Inc. (WPC - Free Report) delivered first-quarter 2026 adjusted funds from operations per share of $1.30, topping the Zacks Consensus Estimate by 1.6%. Revenues of $453.02 million also came ahead of the consensus mark of $451.06 million, a 0.4% surprise, and rose 11.2% year over year.

WPC’s results reflected the accretive impact of net investment activity and contractual rent escalations across the net-lease portfolio. Contractual same-store rent registered 2.4% growth year over year on a constant-currency basis.

Digital Realty Trust (DLR - Free Report) posted first-quarter 2026 core FFO of $2.04 per share, up 15.3% from $1.77 a year ago. The results beat the Zacks Consensus Estimate of $1.94, delivering a 5.15% earnings surprise.

Total operating revenues were $1.635 billion, up 16.2% from $1.408 billion in the year-ago quarter. Revenues also topped the consensus mark of $1.609 billion by 1.6%, supported by DLR’s strong leasing activity and healthy commencements from a growing backlog.

Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs.

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On a recent Morningstar Investing Insights segment unveiling the 2026 class of exceptional dividend growers, the host offered one caveat worth the entire show: “Valuation was not a component in this screen whatsoever.” A stock can clear the bar for double-digit dividend raises, a narrow or wide moat, and low or medium uncertainty, and still be priced for poor forward returns. The screen rewards capital return discipline. It says nothing about your entry point.

That gap is what should keep you reading. Buying a great dividend grower at a stretched multiple compounds the income, but a price drawdown can still erase years of payout. The fix is to overlay a valuation filter on top of the quality screen. Five names from this year’s list clear both gates: trading at 10% or deeper discounts to Morningstar fair value while raising the dividend aggressively.

The five names that pass both tests The discounts run deepest at Zoetis (NYSE: ZTS | ZTS Price Prediction) at 32%, Accenture (NYSE: ACN) at 30%, Domino’s Pizza (NASDAQ: DPZ) at 23%, Intuit (NASDAQ: INTU) at 19%, and SBA Communications (NASDAQ: SBAC) at 13%.

The fundamentals support the gap.

Accenture posted Q2 FY26 revenue of $18.04 billion, up 8%, with record bookings of $22.1 billion, and raised its quarterly dividend 10% to $1.63. Intuit grew Q2 revenue 17% to $4.651 billion and lifted the payout 15%. Both stocks are deep in the red year to date.

Why the discount math matters more than the dividend math Take a concrete example. Suppose you put $10,000 into Zoetis at $114. That buys roughly 88 shares paying $2.12 annually, an entry yield near 1.9%.

Had you bought a year ago near $154, you would own roughly 65 shares, earning the same dividend per share on a higher cost basis. Same company, same payout, permanently lower yield on cost.

That is the math the screen ignores.

The discount widens the runway for total return, too. Zoetis trades at a forward P/E of 19 against an analyst target of $150. Accenture sits at a forward P/E of 14 with a target of $251. Intuit’s forward multiple is 15 with a target of $594.

Who this list fits, and who it hurts The setup fits an investor with a 7-to-15-year horizon to fund future income. A 50-year-old building taxable retirement income can buy a 1-to-2% starter yield today and let double-digit raises do the heavy lifting. Domino’s quarterly dividend climbed from $1.51 in 2024 to $1.99 in 2026. SBA Communications raised 13% in April to $1.25, with the payout still only ~41% of AFFO. That leaves room to keep raising.

The same list hurts a 70-year-old who needs cash flow today. Zoetis, at a 1.9% yield, does not cover current bills, regardless of growth rate. Retirees drawing portfolios are usually better served pairing a sleeve of these growers with higher current-yield holdings, Treasury ladders, or covered-call funds that prioritize today’s check over tomorrow’s raise.

What to do with this Three steps.

First, pull the Morningstar fair value estimate for each name before buying and confirm the discount is still there. Gaps close. Second, project your yield on cost at year 10 using a conservative 8% annual growth assumption, well below the recent 10% to 15% raises across this group, and compare it against what a 10-year Treasury would pay you on the same dollars. Third, separate quality and valuation in your own process going forward. The host’s caveat is the lesson: a list of exceptional dividend growers is only a starting point for further research. These five names are simply where both filters happen to overlap right now.

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Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused on dividend stocks for over 15 years because, despite the stock market’s ups and downs, many people need reliable passive income streams to supplement their income from employment or other sources such as Social Security and pensions.

According to the Internal Revenue Service (IRS), passive income generally includes earnings from rental activity or any trade, business, or investment in which the individual does not materially participate. It can also include income from limited partnerships, stocks, bonds, and other similar enterprises in which the investor is not actively involved. The more passive income covers rising costs—such as mortgages, insurance, taxes, and other expenses—the easier it is for investors to set aside money for future needs as they prepare for retirement. Dependable recurring dividends, paid either monthly or quarterly, are a recipe for success.

We screened our 24/7 Wall St. dividend stocks database, looking for quality companies that have been raising their payments to shareholders by double-digit percentages over the past three years. In an economy that could still be facing more inflation, owning companies that raise dividends by double digits makes sense in an era of rising prices. All five companies we found are Buy-rated by the top Wall Street firms we cover.

Why do we cover companies raising dividends by double digits?

Since 1926, dividends have accounted for approximately 32% of the S&P 500’s total return, while capital appreciation has accounted for 68%. Therefore, sustainable dividend income and the potential for capital appreciation are essential to total return expectations. A study by Hartford Funds, in collaboration with Ned Davis Research, found that dividend stocks delivered an annualized return of 9.18% over the 50 years from 1973 to 2023. Over the same timeline, this was more than double the annualized return for non-payers (3.95%).

ADP This company, founded in 1949, is a global leader in payroll and HR services and provides cloud-based software trusted by over 80% of Fortune 100 companies. Automatic Data Processing (NYSE: ADP | ADP Price Prediction) is a global technology company engaged in providing cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax, and benefits administration.

ADP benefits from its dominant position in payroll and HR services, with highly recurring, subscription-like revenue, and pays a 2.94% dividend, which has increased by a double-digit amount (12.36%) each year, on average, over the past five years. Its segments include:

Employer Services Professional Employer Organization (PEO) The Employer Services segment serves clients ranging from single-employee small businesses to large enterprises with tens of thousands of employees worldwide, offering a range of technology-based HCM solutions, including its cloud-based platforms and human resource outsourcing (HRO) solutions (other than PEO).

The company’s offerings include:

Payroll Services Benefits Administration Talent Management HR Management Workforce Management Compliance Services Insurance Services Retirement Services Its PEO business, called ADP TotalSource, provides clients with employment administration outsourcing solutions. ADP serves over 1.1 million clients across 140 countries and territories.

Cantor Fitzgerald has a Buy rating with a $244 target price.

Broadcom This technology giant has been on fire. Many investors probably don’t know it has increased its payout by an average of 19.25% annually over the past five years, making it one of the most aggressive dividend growers in tech — despite its small 0.59% dividend yield — as the shares have surged over the past year. Broadcom (NASDAQ: AVGO) is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software, and security solutions.

The company operates through two segments. The Semiconductor Solutions segment includes all of its product lines and intellectual property (IP) licensing. Broadcom provides:

Radio-frequency semiconductor devices Wireless connectivity solutions Custom touch controllers Inductive charging solutions for mobile applications The Infrastructure Software segment includes:

Private and hybrid cloud Application development and delivery Software-defined edge Application networking and security Mainframe Distributed and cybersecurity solutions FC SAN business Broadcom provides a portfolio of software solutions that enable customers to plan, develop, automate, manage, and secure applications across mainframe, distributed, mobile, and cloud platforms.

J.P. Morgan has an Overweight rating and a $500 target price.

NextEra Energy This top company is among the highest-rated utility stocks on Wall Street, which pays a dependable 2.59% dividend. NextEra Energy (NYSE: NEE) dividend payments per share have grown at an average of 10.05% over the past 36 months (three years) and 10.11% over the past 60 months. The company has recorded 32 consecutive years of dividend increases. The company has made its target explicit: NextEra Energy continues to expect to grow its dividends per share at roughly 10% per year through at least 2026, off a 2024 base.

NextEra Energy is an electric power and energy infrastructure company. It operates through its wholly owned subsidiaries, NextEra Energy Resources and NextEra Energy Transmission (collectively, NEER), and Florida Power & Light Company (FPL). The company is working with Google on developing gigawatt-scale data center campuses and will develop 2.5 GW of solar projects for Meta. NextEra also agreed to a 25-year deal with Alphabet to acquire 3 gigawatts of energy from a redeveloped nuclear facility.

The FPL segment is a rate-regulated electric utility that generates, transmits, distributes, and sells electric energy in Florida. FPL has approximately 35,052 megawatts of net generating capacity, over 91,000 circuit miles of transmission and distribution lines, and 921 substations.

The NEER segment owns, develops, constructs, manages, and operates electric generation facilities in wholesale energy markets in the United States and Canada and includes assets and investments in other businesses with a clean energy focus, such as battery storage, natural gas pipelines, and renewable fuels. It owns, develops, constructs, and operates rate-regulated transmission facilities in North America.

HSBC has a Buy rating and a $106 price target.

Parker-Hannifin This top company’s payouts have increased by an average of 14.26% annually over the past five years. With 67 years of consecutive dividend growth, Parker-Hannifin (NYSE: PH) has long since passed the Dividend King threshold of 50 years and specializes in motion and control technologies, with a current dividend yield of 0.81%.

The company designs, manufactures, and provides aftermarket support for highly engineered solutions. Its segments include:

Diversified Industrial Aerospace Systems Diversified Industrial segment, an aggregation of several business units, sells highly engineered, differentiated products to both original equipment manufacturers (OEMs) and distributors serving aftermarket replacement markets. This segment serves various markets, including:

Aerospace and defense Off-highway Plant and industrial equipment Energy and transportation HVAC and refrigeration The Aerospace Systems Segment sells highly engineered, differentiated airframe and engine components and systems to OEMs and aftermarket parts and maintenance directly to end users primarily in the commercial aerospace and defense market verticals. Its products include fuel systems and components, avionics, flight control systems, and others.

Citigroup has a Buy rating with a $1,141 target price.

SBA Communications This cell phone tower REIT was one of five new additions to Morningstar’s list of companies with five or more consecutive years of double-digit dividend increases, putting it among a very select group of consistent double-digit dividend growers. SBA Communications (NASDAQ: SBAC) is an independent owner and operator of wireless communications infrastructure, including towers, buildings, rooftops, distributed antenna systems, and small cells, and it currently pays a 2.20% dividend.

Its primary focus is the leasing of antenna space on its multi-tenant towers to a variety of wireless service providers under long-term lease contracts in the United States, South America, Central America, Canada, and Africa. Its segments include:

Domestic Site Leasing International Site Leasing Site Development The Domestic Site Leasing segment leases to T-Mobile, AT&T Wireless, and Verizon Wireless. It owns over 17,464 sites in the United States and its territories. The International Site Leasing segment owns and operates over 22,285 towers in 13 international markets throughout South America, Central America, Canada, and Africa. Site development services include network pre-design, site audits, tower and related site construction, support for leasing the location, and more.

Truist Financial has a Buy rating with a $248 price objective.

The build-out of 5G networks remains a massive multiyear tailwind for the real estate sector. Choosing between SBA Communications (SBAC +1.06%) and Crown Castle (CCI +1.35%) requires weighing international growth against domestic fiber strength.

Both companies operate as real estate investment trusts (REITs), owning the essential infrastructure that allows your smartphone to function. While they share similar business models, their geographic focuses and asset mixes differ significantly. One prioritizes global expansion while the other bets heavily on U.S. small cells and fiber to complement its traditional tower portfolio.

The case for SBA CommunicationsSBA Communications provides essential infrastructure by leasing tower space to wireless providers. Its primary customers include T-Mobile, AT&T, and Verizon. T-Mobile alone accounted for more than 31% of total revenue in 2024, and customer concentration like this adds a layer of risk to the business.

In FY 2025, revenue reached nearly $2.8 billion, which was a growth rate of approximately 5.1% from the previous year. The company reported net income of roughly $1.1 billion during this period. This led to a net margin of approximately 37.4%, which measures how much of each dollar earned becomes profit.

As of its December 2025 balance sheet, the debt-to-equity ratio was -3.2x, indicating that total liabilities exceed shareholder equity. The current ratio, which compares short-term assets to short-term liabilities, was roughly 0.5x. For the year, the company generated free cash flow of close to $1.1 billion.

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The case for Crown CastleCrown Castle focuses its operations on U.S. infrastructure, managing more than 40,000 towers and 90,000 miles of fiber. The big three carriers accounted for roughly 90% of site rental revenue in FY 2025, representing significant customer concentration risk. The company also builds small cell nodes to support high-density wireless demand in urban areas.

For FY 2025, revenue was nearly $4.3 billion, representing a decrease of about 35.1% over the prior year. Net income for the fiscal year was approximately $444.0 million. This resulted in a net margin of roughly 10.4%, showing how much revenue remains after all costs are paid.

According to its December 2025 balance sheet, the debt-to-equity ratio was -18.1x, which means total liabilities exceed shareholder equity. The current ratio was approximately 0.3x. Free cash flow for the year was roughly $2.9 billion, providing significant capital for reinvestment.

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Risk profile comparisonSBA Communications faces risks from a small customer base, particularly with the recent default of EchoStar. This default is expected to lead to a revenue loss of about $56.0 million in 2026. The company also deals with competition from other infrastructure providers like American Tower and must manage currency swings in international markets.

Crown Castle carries a substantial debt load of approximately $24.2 billion, which limits its flexibility to pursue new projects. The company is currently involved in a dispute with EchoStar, asserting that the carrier owes more than $3.5 billion under existing agreements. Competition in the U.S. market from firms like Equinix or carrier self-performance can also pressure lease rates.

Valuation comparisonSBA Communications currently trades at a lower forward P/E and P/S ratio than its peer based on future earnings estimates.

MetricSBA CommunicationsCrown CastleSector BenchmarkForward P/E26.9x42.9x32.2xP/S ratio7.5x9.2xn/aSector benchmark uses the SPDR XLRE sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

SBA, Crown Castle, and American Tower are the three big publicly traded tower companies. They’re REITs, which means they operate like landlords, renting the infrastructure and physical space to providers of cell connectivity. It’s an intriguing idea for an investment, as these companies receive predictable recurring income from major telecoms and operate in an industry that is viewed as a utility.

But there are risks across the board, and the fallout from the EchoStar default and subsequent legal battle is one example. Both SBA and Crown Castle have relatively small customer bases, and if one tenant struggles financially, it can send shockwaves through the balance sheet. SBA is the smallest of the three, both in terms of market cap and in total number of towers. In April, tower stocks responded favorably to rumors that SBA Communications may be the target of an acquisition by infrastructure management companies KKR and Brookfield.

Tower stocks have been losing investments over the past five years, with SBA stock down more than 36% and Crown Castle losing about 55% in that time frame. A major acquisition in the industry could reinvigorate the investment narrative, as could interest from adjacent industries like data centers or satellite internet.

Choosing between SBA and Crown Castle may come down to your geographic preferences. SBA operates in North America, South America, Central America, and Africa, while Crown Castle is more concentrated in the United States. I think SBA’s valuation, superior financials, and potential for an acquisition make it the more interesting choice here, but prospective long-term investors should consider what they believe the industry will look like over the next five to 10 years before making a decision.

NVIDIA's NASDAQ: NVDA latest GTC conference reminded investors of something easy to forget: this company is still accelerating. But the real opportunity may not be in NVIDIA itself—it's in the companies feeding the infrastructure machine that NVIDIA's growth demands. Growth investor Louis Navellier, founder of InvestorPlace's Growth Investor newsletter, sees four names positioned to keep climbing as data center buildouts intensify.

The thesis is straightforward: AI infrastructure has bottlenecks, and bottlenecks create winners.

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At GTC, NVIDIA unveiled further details on its Vera Rubin platform—a next-generation architecture combining six new chips designed to slash inference costs and training times compared to the current Blackwell generation. Systems are expected to ship in the second half of 2026, with Rubin Ultra following in 2027. That kind of roadmap doesn't just benefit NVIDIA. It pulls an entire ecosystem forward—memory, storage, networking, and switching companies that keep the data center engine running.

Micron's Memory Dominance Is Just Getting Started Micron Technology NASDAQ: MU sits at the center of that ecosystem. The Boise-based chipmaker posted record fiscal Q1 2026 revenue of $13.64 billion, up more than 56% year over year, driven by surging demand for high-bandwidth memory chips powering AI data centers. Full-year fiscal 2025 revenue came in at $37.4 billion, with the company forecasting continued sequential growth.

Micron Technology Today

MU

Micron Technology

$985.15 -10.72 (-1.08%)

As of 10:40 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$103.38▼

$1,089.29Dividend Yield0.06%

P/E Ratio46.96

Price Target$737.63

Navellier calls Micron one of the most powerful stocks in his portfolio.

The reason comes down to institutional accumulation and persistent upward analyst revisions—two forces that tend to feed on each other.

Micron competes primarily with Samsung OTCMKTS: SSNLF in the high-speed memory space, and right now it's winning that race.

The stock's 52-week range stretches from $61.54 to $471.34, reflecting just how dramatically sentiment has shifted.

Seagate Is the Storage Bottleneck Play Seagate Technology NASDAQ: STX tells a similar story from the storage side. Fiscal year 2025 revenue hit $9.1 billion, a nearly 39% jump from the prior year, and the company's Q2 fiscal 2026 earnings came in at $3.11 per share—beating estimates by more than 9%. Seagate's 52-week low of $63.19 now looks like a distant memory, with shares trading above $400.

Seagate Technology Today

STX

Seagate Technology

$922.27 +54.18 (+6.24%)

As of 10:40 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$124.63▼

$966.80Dividend Yield0.32%

P/E Ratio87.81

Price Target$820.63

What changed? Data center storage became a bottleneck. As facilities scaled to meet AI demand, memory and disc drive companies that had been trading at modest valuations suddenly found themselves at the center of institutional buying pressure.

Navellier notes that Seagate's forward P/E ratio remains reasonable relative to its growth trajectory, which continues to attract large investors.

The question every investor should ask: does the momentum last? Navellier believes 2026 looks strong based on current order backlogs, but cautions that earnings deceleration could begin surfacing in 2027 as initial buildout demand levels off. That makes timing and discipline critical for investors riding this wave.

Ciena's Optical Edge Is Gaining Institutional Attention Ciena NYSE: CIEN may be the least familiar name on this list, but the numbers say it's worth attention. The optical networking company posted fiscal Q1 2026 revenue of $1.43 billion—up 33% year over year—with adjusted earnings per share surging 111%. Management raised full-year fiscal 2026 revenue guidance to a range of $5.9 billion to $6.3 billion, representing roughly 28% growth at the midpoint.

Ciena Today

$450.61 +5.39 (+1.21%)

As of 10:40 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$71.72▼

$637.51P/E Ratio150.20

Price Target$530.56

Ciena's recent addition to the S&P 500 in February 2026 is a milestone that could reduce the stock's historically rabbit-like volatility.

As Navellier puts it, the stock tends to "sit, then hop." S&P 500 inclusion should bring steadier institutional accumulation, which often smooths out those sharp moves.

The growth catalyst is clear: as data centers scale to 10-gigabit speeds and beyond, optical upgrades become non-negotiable. Ciena specializes in the high-speed optical connections that make those upgrades possible, and its record $5 billion backlog entering fiscal 2026 suggests demand visibility stretches well into 2027.

Ubiquiti Bridges the Gap Between Enterprise and Consumer Ubiquiti Today

UI

Ubiquiti

$595.74 +13.97 (+2.40%)

As of 10:40 AM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$368.42▼

$1,099.99Dividend Yield0.54%

P/E Ratio38.39

Price Target$750.67

Ubiquiti NYSE: UI rounds out the list with a different angle. The company sells networking switches and equipment to both data center operators and consumers upgrading their home internet setups. Its fiscal Q2 2026 results showed revenue of $814.9 million and earnings of $3.88 per share, crushing estimates on both counts.

The consumer story matters here. As internet speeds accelerate—moving from one-gigabit to 2.5 and eventually 10 gigabits—existing home networking hardware becomes obsolete. That creates a replacement cycle that runs alongside, not instead of, the institutional data center demand.

The Bottleneck That Keeps on Giving The pattern across all four names is the same: AI infrastructure demand creates bottlenecks, bottlenecks attract institutional capital, and institutional capital drives persistent buying pressure. That cycle has room to run through 2026. But Navellier's caution about potential 2027 deceleration is worth keeping close—because when the bottleneck clears, so does the urgency behind these trades. Investors watching this space should stay focused on earnings revisions and order backlogs. Those are the signals that tell you whether the cycle is still accelerating—or starting to cool.

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Posted by Defense World Staff on Apr 13th, 2026

Diversify Advisory Services LLC boosted its stake in shares of Ubiquiti Inc. (NYSE:UI – Free Report) by 38.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,323 shares of the company’s stock after purchasing an additional 647 shares during the quarter. Diversify Advisory Services LLC’s holdings in Ubiquiti were worth $1,279,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of UI. Goldman Sachs Group Inc. raised its stake in Ubiquiti by 33.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 33,836 shares of the company’s stock valued at $10,494,000 after purchasing an additional 8,551 shares during the last quarter. Woodline Partners LP raised its stake in Ubiquiti by 22.1% during the 1st quarter. Woodline Partners LP now owns 1,214 shares of the company’s stock valued at $377,000 after purchasing an additional 220 shares during the last quarter. Jane Street Group LLC raised its stake in Ubiquiti by 12.9% during the 1st quarter. Jane Street Group LLC now owns 13,768 shares of the company’s stock valued at $4,270,000 after purchasing an additional 1,570 shares during the last quarter. Cetera Investment Advisers acquired a new position in shares of Ubiquiti in the 2nd quarter valued at $312,000. Finally, Legal & General Group Plc raised its stake in shares of Ubiquiti by 23.2% in the 2nd quarter. Legal & General Group Plc now owns 792 shares of the company’s stock valued at $326,000 after buying an additional 149 shares in the last quarter. 4.00% of the stock is currently owned by institutional investors and hedge funds.

Ubiquiti Stock Performance Shares of UI stock opened at $925.21 on Monday. Ubiquiti Inc. has a 52-week low of $282.82 and a 52-week high of $931.60. The stock has a market cap of $55.99 billion, a price-to-earnings ratio of 63.03 and a beta of 1.32. The firm has a fifty day moving average of $756.92 and a 200-day moving average of $664.69.

Ubiquiti (NYSE:UI – Get Free Report) last posted its earnings results on Friday, February 6th. The company reported $3.88 earnings per share for the quarter, topping the consensus estimate of $3.08 by $0.80. Ubiquiti had a net margin of 29.90% and a return on equity of 113.21%. The business had revenue of $814.87 million for the quarter, compared to analyst estimates of $716.95 million. During the same quarter in the prior year, the firm earned $2.28 EPS. The firm’s quarterly revenue was up 35.8% compared to the same quarter last year. On average, sell-side analysts predict that Ubiquiti Inc. will post 7.21 earnings per share for the current year.

Ubiquiti Announces Dividend The company also recently announced a quarterly dividend, which was paid on Monday, February 23rd. Stockholders of record on Tuesday, February 17th were issued a $0.80 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $3.20 annualized dividend and a dividend yield of 0.3%. Ubiquiti’s dividend payout ratio is presently 21.80%.

Wall Street Analyst Weigh In A number of equities analysts have recently issued reports on the stock. Wall Street Zen cut shares of Ubiquiti from a “buy” rating to a “hold” rating in a research note on Saturday. Barclays increased their price objective on shares of Ubiquiti from $455.00 to $527.00 and gave the company an “underweight” rating in a research note on Friday, February 6th. BWS Financial restated a “buy” rating and issued a $720.00 price objective on shares of Ubiquiti in a research note on Monday, February 9th. Finally, Weiss Ratings upgraded shares of Ubiquiti from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $615.67.

Check Out Our Latest Stock Analysis on UI

About Ubiquiti (Free Report)

Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi‑Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well‑known lines—most notably UniFi for managed LAN/Wi‑Fi and networked video, AmpliFi for consumer Wi‑Fi, and product families targeting service‑provider and point‑to‑point wireless broadband applications.

The company emphasizes integrated hardware and software solutions, with centralized management and cloud‑enabled control as core features of its platform approach.

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Key Takeaways Ubiquiti is expected to post Q3 revenue growth driven by Enterprise Technology demand.UI's Enterprise Technology revenue estimate rose to $675.06M from $585.72M last year.Ubiquiti beat earnings estimates in the last 4 quarters with a trailing surprise of 55.34%. Ubiquiti, Inc. (UI - Free Report) is set to report third-quarter fiscal 2026 results on May 8, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 38.08%. In the trailing four quarters, the company delivered an earnings surprise of 55.34%, beating estimates on all occasions. Ubiquiti is expected to report year-over-year revenue growth backed by solid demand in the Enterprise segment.

Factors at PlayUbiquiti offers a comprehensive portfolio of networking products and solutions for service providers and enterprises. Its service-provider product platforms offer carrier-class network infrastructure for fixed wireless broadband, wireless backhaul systems and routing.

The Enterprise Technology segment remains the biggest driver for the company. The growing proliferation of IoT devices across industries is propelling growth in this segment. The company spends significantly on research and development (R&D) activities for developing innovative products and state-of-the-art technology to expand its addressable market and remain at the cutting edge of networking technology. The company believes its new product pipeline will help it increase average selling prices for high-performance, best-value products, thus raising the top line.

For the fiscal third quarter, the Zacks Consensus Estimate for the Enterprise Technology vertical is pegged at $675.06 million, up from $585.72 million a year ago. Service Provider technology is projected to report revenues of $80.9 million, up from $81.68 million a year ago.

For the March quarter, the Zacks Consensus Estimate for total revenues is pegged at $785.13 million, suggesting an increase from the year-ago quarter’s reported figure of $664.17 million. The consensus estimate for adjusted earnings per share is pegged at $3.18, implying growth from $3 reported in the prior year.

Earnings WhispersOur proven model does not conclusively predict an earnings beat for Ubiquiti for the third quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.

Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: UI carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are some stocks you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:

Cisco Systems, Inc. (CSCO - Free Report) is set to release its second-quarter 2026 numbers on May 13. It has an Earnings ESP of +1.92% and carries a Zacks Rank #2 at present.

The Earnings ESP for Keysight Technologies, Inc. (KEYS - Free Report) is +0.86%, and it sports a Zacks Rank of 1 at present. The company is scheduled to report second-quarter 2026 numbers on May 19.

The Earnings ESP for Motorola Solutions (MSI - Free Report) is +0.72%, and it carries a Zacks Rank of 3 at present. The company is scheduled to report first-quarter 2026 numbers on May 7.

Ubiquiti Inc. (UI - Free Report) came out with quarterly earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.18 per share. This compares to earnings of $3 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +22.01%. A quarter ago, it was expected that this computer networking company would post earnings of $2.81 per share when it actually produced earnings of $3.88, delivering a surprise of +38.08%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Ubiquiti, which belongs to the Zacks Wireless Equipment industry, posted revenues of $788.2 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.39%. This compares to year-ago revenues of $664.17 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ubiquiti shares have added about 67.5% since the beginning of the year versus the S&P 500's gain of 7.2%.

What's Next for Ubiquiti?While Ubiquiti has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ubiquiti was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.63 on $840.87 million in revenues for the coming quarter and $14.15 on $3.17 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Wireless Equipment is currently in the bottom 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, ViaSat (VSAT - Free Report) , is yet to report results for the quarter ended March 2026.

This provider of satellite and wireless networking technology is expected to post quarterly earnings of $0.25 per share in its upcoming report, which represents a year-over-year change of +1350%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

ViaSat's revenues are expected to be $1.2 billion, up 4.5% from the year-ago quarter.

On May 11, 2026, Ubiquiti Inc (UI) shares fell 12.3% today, closing at $738.61. The stock has experienced significant fluctuations, with a 52-week range of $362

Large-cap stocks tied to housing, nuclear energy, crypto mining and global commodities led Wall Street's biggest declines last week as investors reacted to earnings volatility, macro uncertainty and sector-specific pressure.

Rising Treasury yields, Middle East conflict concerns, weaker crypto sentiment and cautious outlooks weighed on several momentum-driven names despite some companies posting strong quarterly results.

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?

Ubiquiti Inc. (NYSE:UI) slumped 14.62% this week after the company reported worse-than-expected third-quarter financial results.

JBS N.V. (NYSE:JBS) fell 17.05% this week after the company reported mixed first-quarter financial results. Also, Barclays lowered its price forecast on the stock from $23 to $21.

Korea Electric Power Corporation (NYSE:KEP) decreased 11.92% this week.

Rocket Companies, Inc. (NYSE:RKT) decreased 13.31% this week after the company reported better-than-expected first-quarter financial results.

AngloGold Ashanti (NYSE:AU) slumped 16.41% this week.

Carvana Co. (NYSE:CVNA) decreased 13.65% this week. BTIG analyst Marvin Fong maintains a Buy rating, lowering the price forecast from $485 to $97.

IREN Limited (NASDAQ:IREN) fell 3.3% this week. Shares of crypto-related companies traded lower as the price of Bitcoin drops below $80,000.

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On May 22, 2026, Ubiquiti Inc (UI) shares rose 4.2% to a current price of $610.81. The stock has experienced significant volatility, trading within a 52-week ra

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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Ubiquiti Inc. (UI - Free Report) Headquartered in New York, Ubiquiti Inc., along with its subsidiaries, offers a broad portfolio of networking products and solutions for service providers, enterprises and consumers. Its service-provider platforms offer carrier-class infrastructure for fixed wireless broadband, wireless backhaul systems and routing, while enterprise platforms provide wireless local area network infrastructure, video surveillance products, switching and routing solutions, security gateways and door access systems. The company was earlier known as Ubiquiti Networks Inc. and traded under the symbol “UBNT”.

UI is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. UI has a Growth Style Score of B, forecasting year-over-year earnings growth of 36.1% for the current fiscal year.

For fiscal 2026, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.77 to $14.92 per share. UI boasts an average earnings surprise of +45.5%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, UI should be on investors' short list.

Ubiquiti Inc. (UI - Free Report) has been beaten down lately with too much selling pressure. While the stock has lost 42% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.

We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movements.

RSI oscillates between zero and 100. Usually, a stock is considered oversold when its RSI reading falls below 30.

Technically, every stock oscillates between being overbought and oversold irrespective of the quality of their fundamentals. And the beauty of RSI is that it helps you quickly and easily check if a stock's price is reaching a point of reversal.

So, by this measure, if a stock has gotten too far below its fair value just because of unwarranted selling pressure, investors may start looking for entry opportunities in the stock for benefiting from the inevitable rebound.

However, like every investing tool, RSI has its limitations, and should not be used alone for making an investment decision.

Why a Trend Reversal is Due for UIThe RSI reading of 28.45 for UI is an indication that the heavy selling could be in the process of exhausting itself, so the stock could bounce back in a quest for reaching the old equilibrium of supply and demand.

This technical indicator is not the only factor that calls for a potential rebound for the stock. There is a fundamental indicator as well. A strong agreement among sell-side analysts covering UI in raising earnings estimates for the current year has led to an increase in the consensus EPS estimate by 5.6% over the last 30 days. And an upward trend in earnings estimate revisions usually translates into price appreciation in the near term.

Moreover, UI currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. This is a more conclusive indication of the stock's potential turnaround in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Shares of Ubiquiti (UI +3.12%) fell 42.3% last month, according to data from S&P Global Market Intelligence. The maker of prosumer and business-grade networking gear reported fiscal Q3 2026 results on May 8, and the stock chart was all downhill from there.

Here's the weird part: the earnings report was actually pretty good. Ubiquiti beat analyst estimates on both revenue and earnings, posted 18.7% year-over-year revenue growth, and announced it had fully paid off its debt. Ubiquiti did everything right except, apparently, whatever Wall Street wanted.

Image source: Getty Images.

Why a solid report inspired a sell-off Digging into the balance sheet, the "why" behind the sell-off becomes clearer. Ubiquiti entered the quarter with a comfortable $437 million cash pile, but it finished with only $176 million. Ubiquity consumed most of its liquid assets to fully repay $250 million in senior notes and continue its share repurchase program.

While being debt-free is a good thing, the market's reaction suggests investors were more focused on the dwindling cash cushion than the simplified balance sheet.

Finally, that earnings beat deserves a skeptical eye. With minimal analyst coverage, the consensus is a ghost. The only firm providing estimates maintains a "sell" rating, meaning the bar was probably set too low. Investors ignored the superficial outperformance.

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The price of admission to Robert Pera's ride If you're a Fool-style investor, it is time to accept a fundamental reality: You are a silent passenger in Ubiquiti founder and CEO Robert Pera's car. He has a tendency to drive with the windows tinted and the GPS turned off.

With Pera owning about 93% of the company, Ubiquiti simply doesn't play by the usual Wall Street rules. There are no earnings calls to guide your expectations, no analyst consensus to lean on, and virtually no engagement with the outside world. And even a small shift in investor confidence can result in substantial price swings, since less than 10% of Ubiquiti's stock is available to retail investors or financial institutions.

This lack of transparency is a double-edged sword; it creates the wild, 42%-in-a-month volatility we just witnessed, but it also allows Ubiquiti to execute a strategy that prioritizes long-term efficiency over short-term "earnings beat" games.

If you're looking for a management team that holds your hand through market turbulence, this isn't it. However, if you are comfortable ignoring the day-to-day noise of a stock with a tiny, illiquid float, you might see this volatility as just the price of admission for owning a unique, founder-led business that answers to no one but its own balance sheet.

Just make sure you're comfortable with betting that Robert Pera is a visionary genius with incredible growth plans in his notebook. He won't show you those notes or explain his plan, beyond the bare minimum required by the Securities and Exchange Commission (SEC).

That may sound like a tough assumption, but Pera certainly has some fans. Ubiquiti is trading at a beefy 11 times trailing sales today, just behind Ciena (CIEN +1.15%) at 13x and ahead of Cisco Systems' (CSCO +0.45%) 8.1x. And Ubiquiti isn't even running in the AI data center networking race, focusing on market segments closer to the consumer level.

CINCINNATI, March 26, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (the “Company” or “Hillman”), a leading provider of hardware-related products and merchandising solutions, today announced it has been named a recipient of the 2026 James A. Wuenker Growth Award by REDI Cincinnati in recognition of the Company’s commitment to the redevelopment of the Forest Fair Mall site.

The project involves the construction of a multipurpose facility in Forest Park, Ohio at the former Forest Fair Mall site. The development will bring several of Hillman’s Cincinnati-area operations together into a single 715,000-square-foot facility designed to enhance collaboration and operational efficiency. Hillman will lease and fully occupy the building as its sole tenant.

Hillman’s recognition highlights the Company’s continued commitment to the Cincinnati region and its support of economic growth through strategic, long-term development. Demolition of the mall is almost complete, with construction of the new facility expected to begin later this year.

The award was presented during REDI Cincinnati’s Annual Meeting and Awards Ceremony at the Duke Energy Convention Center. The Growth Awards recognize projects announced in the prior year that significantly strengthen the regional economy. Hillman was one of four organizations selected from 17 projects reviewed by a committee of regional economic development stakeholders.

“We are honored to receive the James A. Wuenker Growth Award and proud to continue strengthening our presence in the region where Hillman has deep roots,” said Rocky Kraft, Chief Financial Officer of Hillman. “The Forest Fair Mall project reflects our confidence in the Cincinnati region and our focus on creating a collaborative, efficient environment that supports our employees, customers, and long-term success.”

“The Hillman Group’s transformational commitment to Forest Park elevates its longstanding dedication to our region,” said Kimm Lauterbach, president and CEO of REDI Cincinnati. “Reimagining this site as a state-of-the-art facility underscores Hillman’s leadership and innovation while advancing its legacy of excellence.”

Named in honor of renowned economic developer James A. Wuenker, the annual Growth Awards recognize expansion projects that demonstrate measurable economic impact and contribute to the long-term vitality of the Cincinnati region.

About Hillman Solutions Corp.
Founded in 1964 and headquartered in Cincinnati, Hillman is a leading provider of hardware and related products serving retail, pro distribution, and industrial MRO customers. Over the last 60-plus years, Hillman has built a legacy of service and growth by forming strategic partnerships with North America’s leading home improvement, hardware, and farm and fleet retailers. Hillman differentiates itself from the competition with its dedicated field sales team of 1,200+ associates, direct-to-store distribution capabilities, and world class global sourcing and supply chain expertise. The company offers an extensive product portfolio of more than 111,000 SKUs, including fasteners (power screws, nuts, and bolts), hardware (builder’s hardware, rope & chain, accessories), project gear & supplies (gloves, work gear, paint & cleaning sundries), and key and engraving services (key duplication, auto keys, and engraving). Hillman is committed to delivering exceptional customer service, innovative products, and dependable solutions to its customers and regularly earns vendor of the year recognition from top customers. For more information on Hillman, visit www.hillman.com.

About REDI Cincinnati
The Regional Economic Development Initiative (REDI) Cincinnati is the first point-of-contact for companies locating or growing in the 15-county region at the heart of southwest Ohio, northern Kentucky, and southeast Indiana. REDI Cincinnati is supported by top business leaders and community partners and staffed by a team of economic development experts who are uniting the Cincinnati region to compete globally. The future is bright, and we’re building it, right now. Join us at REDICincinnati.com.

Contact:

Media
Helena Earl
Senior Manager, Communications
[email protected]

Investors
Michael Koehler
Vice President of Investor Relations & Treasury
513-826-5495
[email protected]

CINCINNATI, March 31, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (“Hillman”), a leading provider of hardware-related products and merchandising solutions, plans to host a conference call to discuss its results for the thirteen weeks ended March 28, 2026 on Tuesday, April 28, 2026 at 8:30 a.m. Eastern Time. Hillman plans to issue its earnings release after market close on Monday, April 27, 2026.

President and Chief Executive Officer Jon Michael Adinolfi and Chief Financial Officer Rocky Kraft will host the results presentation.

Results Presentation Details:

Date: Tuesday, April 28
Time: 8:30 a.m. Eastern Time
Listen-Only Webcast: https://edge.media-server.com/mmc/p/3we7oiaa

Sell-side analysts wishing to participate in the call’s live question and answer session must register by clicking here: https://register-conf.media-server.com/register/BIb7dea4da034d47a793384552fe44ef09.

A webcast replay will be available approximately one hour after the conclusion of the presentation using the Listen-Only Webcast link above.

Hillman’s earnings release and quarterly results presentation are expected to be filed with the SEC and posted to its website, https://ir.hillmangroup.com, before the results presentation begins.

About Hillman Solutions Corp.
Founded in 1964 and headquartered in Cincinnati, Hillman is a leading provider of hardware and related products serving retail, pro distribution, and industrial MRO customers. Over the last 60-plus years, Hillman has built a legacy of service and growth by forming strategic partnerships with North America’s leading home improvement, hardware, and farm and fleet retailers. Hillman differentiates itself from the competition with its dedicated field sales team of 1,200+ associates, direct-to-store distribution capabilities, and world class global sourcing and supply chain expertise. The company offers an extensive product portfolio of more than 111,000 SKUs, including fasteners (power screws, nuts, and bolts), hardware (builder’s hardware, rope & chain, accessories), project gear & supplies (gloves, work gear, paint & cleaning sundries), and key and engraving services (key duplication, auto keys, and engraving). Hillman is committed to delivering exceptional customer service, innovative products, and dependable solutions to its customers and regularly earns vendor of the year recognition from top customers. For more information on Hillman, visit www.hillman.com.

Investor Contact
Michael Koehler
Vice President of Investor Relations & Treasury
513-826-5495
[email protected]

Source: Hillman Solutions Corp.

Titan America (NYSE:TTAM – Get Free Report) and Hillman Solutions (NASDAQ:HLMN – Get Free Report) are both construction companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, dividends, institutional ownership, risk, profitability, analyst recommendations and earnings.

Volatility & Risk Titan America has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500. Comparatively, Hillman Solutions has a beta of 1.63, indicating that its stock price is 63% more volatile than the S&P 500.

Insider and Institutional Ownership 98.1% of Hillman Solutions shares are held by institutional investors. 4.9% of Hillman Solutions shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Analyst Ratings This is a summary of recent ratings and target prices for Titan America and Hillman Solutions, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Titan America 1 2 2 0 2.20 Hillman Solutions 0 3 4 0 2.57 Titan America presently has a consensus price target of $17.00, suggesting a potential upside of 12.55%. Hillman Solutions has a consensus price target of $11.33, suggesting a potential upside of 40.96%. Given Hillman Solutions’ stronger consensus rating and higher possible upside, analysts plainly believe Hillman Solutions is more favorable than Titan America.

Profitability This table compares Titan America and Hillman Solutions’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Titan America 11.14% 19.07% 10.22% Hillman Solutions 2.60% 9.57% 4.91% Valuation & Earnings This table compares Titan America and Hillman Solutions”s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Titan America $1.66 billion 1.67 $185.44 million $1.02 14.81 Hillman Solutions $1.55 billion 1.02 $40.31 million $0.21 38.29 Titan America has higher revenue and earnings than Hillman Solutions. Titan America is trading at a lower price-to-earnings ratio than Hillman Solutions, indicating that it is currently the more affordable of the two stocks.

About Titan America (Get Free Report)

Titan America is a leading vertically integrated, multi-regional manufacturer and supplier of heavy building materials and services operating primarily on the Eastern Seaboard of the United States (the “Eastern Seaboard”). We are a leading provider of materials that contribute to lower carbon emissions than traditional building materials and/or beneficial reuse of waste materials. We are a leading provider of heavy building materials in Florida, the New York and New Jersey Metropolitan area (“Metro New York”), Virginia, North Carolina and South Carolina (Virginia and the Carolinas, together with Metro New York and their adjacent areas, the “Mid-Atlantic”). We serve markets that benefit from population growth, economic growth and technology and innovation trends that are among the strongest in the United States. We have built what we believe is a unique and differentiated building materials platform in the markets we serve. Today, our manufacturing, logistics and customer support capabilities span across critical building materials and products, including cement and supplementary cementitious materials (“SCMs”), aggregates, ready-mix concrete, concrete block and other ancillary products. Additionally, we believe that our market leadership in lower carbon cement and green concrete solutions positions us to benefit from growing demand for building materials that contribute to lower carbon emissions. We believe our vertically integrated business model and continued investment in our extensive logistical capabilities have enabled us to grow with our diverse customer base across infrastructure, residential and non-residential end markets. By leveraging these competitive advantages across our two reportable segments, the Mid-Atlantic and Florida, we believe that we are in a strong position to drive meaningful growth and enhanced profitability into the future. Our executive management team has led Titan America to experience growth in scale, product portfolio and geographic footprint. This growth was driven by our management team’s targeted investment strategy, which has enhanced production capacity and strengthened distribution and logistics capabilities in high-growth markets. These efforts include expanding cement and SCM storage, scaling import capacity and leveraging digital investments to optimize logistics execution and boost asset reliability across our vertically integrated operations. Between fiscal years 2013 and 2023, we have grown our sales from $539 million to approximately $1.6 billion (an 11% compound annual growth rate (“CAGR”)), our net income went from a loss of $65.4 million to a positive $155.2 million and our Adjusted EBITDA increased from $36 million to $328 million (a 25% CAGR), while our net income margin has grown from negative 12% to positive 10% during that same period. As a result of our continuous investment program to modernize and scale our operations, we have experienced 50% revenue growth, 150% net income growth and 65% Adjusted EBITDA growth from fiscal 2019 to fiscal 2023. Additionally, we have reduced our cement operations CO2 emissions per metric ton of cementitious materials by 18%, from 718 kg of net CO2 per metric ton in 2019 to 587 kg of net CO2 per metric ton in 2023. Our scaled, vertically integrated network of more than 100 facilities includes some of the largest cement plants, import terminals, mines, ready-mix concrete plants, fly ash processing plants and concrete block production lines in our core markets. Our cement plants are capable of producing approximately 3.8 million tons of cement annually, over 95% of which contains up to 10% lower CO2 emissions than standard use ordinary Portland cement (“Lower-Carbon Cement”). Our cement manufacturing activities are supported by a network of mining operations containing a total of 474 million tons of reserves as of May 1, 2024, which we are in the process of expanding through various opportunities. — Since our initial investment in the Essex Cement import terminal in Metro New York in 1989, we believe we have built one of the most comprehensive, capable and reliable building materials platforms on the Eastern Seaboard through focused and strategic investments. In 1992, we acquired 59% of Roanoke Cement Company and all its related assets, establishing our domestic manufacturing and regional distribution capabilities in the Mid-Atlantic region through the addition of the Roanoke cement plant in Troutville, Virginia (our “Roanoke Plant”), a marine import terminal in South Norfolk, Virginia (our “Norfolk Terminal”) and a rail-connected distribution network in Virginia and North Carolina. Between 1996 and 2002, we invested $110 million in our Roanoke Plant, which included a major modernization of its clinker and cement production process, as well as the addition of a preheater/precalciner, a new clinker cooler, new clinker silos, a new finish mill and a new packaged cement line. In 2000, we acquired Tarmac America Inc., including the remaining 41% of Roanoke Cement Company, giving us initial positions in ready-mix concrete and block operations across the State of Florida, as well as our Pennsuco facility in Medley, Florida (“Pennsuco”) that produces cement, aggregates, ready-mix concrete and concrete block. In 2002, we acquired Separation Technologies (“ST”), a market leader in fly ash beneficiation and marketing. Throughout the early 2000s, we made significant investments to expand and improve the logistics and import capabilities of the business establishing a cement import terminal at the Port Tampa Bay, Florida (our “Port Tampa Bay Terminal”), and modernizing the Essex import operation at Port Newark in Metro New York (our “Essex Terminal”). Between 2001 and 2006, we invested approximately $254 million in our Pennsuco plant, which included modernization efforts with the commissioning of a state-of-the-art clinker production line, significantly increasing clinker production capacity at much lower energy consumption rates, and the addition of a new finish mill and a new packaging operation. Between 2006 and 2007, we invested approximately $365 million to significantly expand our ready-mix footprint through the acquisition of the S&W Ready Mix Concrete Company (“S&W Ready Mix”), which operated 26 concrete plants in the Carolinas, the Mechanicsville Concrete Company and five plants under the Powhatan Ready Mix brand in and around Richmond, Virginia. We also completed acquisitions of three ready-mix businesses on the west coast of Florida, including nine concrete plants located in and between Tampa and Fort Myers. In addition to these acquisitions, we installed 11 greenfield ready-mix concrete plants and one block production line throughout our territory which expanded our geographic footprint and improved density of delivery and manufacturing capacity in growing markets. In early 2010, we invested in a sand mine in Sussex County, Virginia, followed by commencing our operations in New Castle, Virginia (our “Castle Sands Operation”) in 2011 and Branchville, Virginia in 2019. From 2014 to 2023, we invested $53 million in an overland conveyor and two new draglines at the Pennsuco quarry. In 2017, we entered into a long-term mining royalty agreement and began operating a crushed limestone quarry in Estero, Florida, near Fort Myers. We upgraded the operations by installing a dragline and mobile mining fleet, as well as expanding the existing permit to substantially increase the base of reserves, all of which provide a stable source of aggregates for both external sale and internal consumption. Between 2018 and 2023, we invested $52 million in modernizing our logistics network in the Mid-Atlantic, including (i) investments in increasing silo storage capacity and installation of an automated loadout system at our Roanoke Plant, (ii) expansion of the Winston-Salem, Charlotte, Selma and Wilmington rail terminals to allow for multiple products, optimized storage and distribution capabilities and (iii) installation of a hybrid loadout system at the Norfolk Terminal capable of loading both trucks and rail cars. In 2023, we completed a $73 million investment at our Port Tampa Bay Terminal and our Norfolk Terminal, constructing new domes, adding multi-product storage capacity of approximately 70,000 tons each, as well as on other repairs and refurbishments. Recent investments we have made seek to capitalize on dynamic growth themes in the U.S. economy, including decarbonization, circular economy, resilient urbanization, infrastructure modernization, refurbishment and renovation, new construction technologies and high-performance products. We believe these initiatives contribute to and will act as significant drivers of growth. We have developed new cement types requiring less carbon intensive inputs that perform equally or better than conventional cements, resulting in lower CO2 content of the final product. We have replaced over 95% of our standard use Ordinary Portland Cement (“OPC”) production with Lower-Carbon Cement, improving the CO2 emissions per ton of product by up to 10% compared to OPC. We are currently investing in the development of our Type IT cement (a ternary cement blend) that requires even less amount of clinker while delivering equal or better performance than Lower-Carbon Cement. Depending on the type of SCM used (such as fly ash, slag, calcined clay or natural pozzolans) the total reduction in clinker quantity can reach up to 50% compared to OPC cements, resulting in a significant reduction of the CO2 emissions per ton of product. We are also committed to digital transformation. We are early adopters of artificial intelligence and machine learning (“AI/ML”) technologies in our industry, which we employ to increase plant reliability and capacity utilization, improve product quality, proactively manage operating and maintenance costs and improve energy efficiency. These initiatives place our cement plants in the top five most efficient in the U.S. cement industry out of companies participating in a 2022 Portland Cement Association (“PCA”) survey. We created a Digital Center of Excellence in 2022, which has driven digital transformation across our entire supply chain and fostered continuous improvement and fine-tuning of existing industrial AI/ML solutions, as well as the development and implementation of similar solutions in our commercial and logistics activities. Our investments in state-of-the-art operations and process control systems have also resulted in the deployment of predictive maintenance systems, based on data analytics for equipment faults and process anomaly detection to improve the reliability of our operations, and predictive quality analytics that improve product quality and consistency. Throughout the United States, we operate and maintain two cement plants, three marine import terminals, seven active mine locations, 82 ready-mix locations with 92 batch plants, eight concrete block locations with 13 production lines, seven fly ash plants and 21 distribution hubs that can handle various combinations of our products. We were incorporated on July 17, 2024 as a company with limited liability, incorporated and operating under the laws of Belgium. Our principal executive offices are located at 1000 Bruxelles, Square de Meeûs 37, Belgium, which is also our registered office. We also have offices at 5700 Lake Wright Drive, Suite 300, Norfolk, Virginia.

About Hillman Solutions (Get Free Report)

Founded in 1964 and headquartered in Cincinnati, Ohio, Hillman is a leading North American provider of complete hardware solutions, delivered with industry best customer service to over 40,000 locations. Hillman designs innovative product and merchandising solutions for complex categories that deliver an outstanding customer experience to home improvement centers, mass merchants, national and regional hardware stores, pet supply stores, and OEM & Industrial customers. Leveraging a world-class distribution and sales network, Hillman delivers a “small business” experience with “big business” efficiency.

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CINCINNATI, April 10, 2026 (GLOBE NEWSWIRE) -- Hillman Solutions Corp. (Nasdaq: HLMN) (the “Company” or “Hillman”), a leading provider of hardware-related products and merchandising solutions, is proud to announce that it has earned the prestigious 2026 USA TODAY Top Workplaces award.

The award honors organizations with 150 or more employees that have created exceptional, people-first cultures. Hillman’s recognition is based directly on employee feedback gathered through a confidential, companywide survey.

This year, more than 42,000 organizations were invited to participate. Winners are recognized for their commitment to fostering a workplace environment that values employee listening and engagement. USA TODAY showcased the winners online and at the National Awards Summit in Las Vegas.

In addition to the national recognition, Hillman was also honored with regional Top Workplaces awards for its locations in Colorado, Jacksonville, South Florida, and Kansas City, reflecting the company’s consistent culture and employee experience across its nationwide operations.

“This recognition is especially meaningful because it comes directly from our team members,” said Jon Michael Adinolfi, president and chief executive officer of Hillman. “Our people are the foundation of our success. We are committed to building an environment where every team member feels valued, empowered, and supported to do their best work. Earning both national and regional Top Workplaces honors reinforces that our culture is strong across our entire organization.”

The winners are determined by authentic employee feedback captured through a confidential survey conducted by Energage, the HR research and technology company behind the Top Workplaces program since 2006. The results are calculated based on employee responses to statements about Workplace Experience Themes, which are proven indicators of high performance.

“Earning a USA TODAY Top Workplaces award is a testament to an organization’s credibility and commitment to a people-first culture,” said Eric Rubino, CEO of Energage. “This award, driven by real employee feedback, is more than just a recognition — it’s proof that your employees believe in the organization and its leadership. Job seekers and customers look for this trusted badge of credibility and excellence. It signals a company that values its people, and that kind of culture resonates in today’s competitive market.”

ABOUT THE HILLMAN GROUP

Founded in 1964 and headquartered in Cincinnati, Hillman is a leading provider of hardware and related products serving retail, pro distribution, and industrial MRO customers. Over the last 60-plus years, Hillman has built a legacy of service and growth by forming strategic partnerships with North America’s leading home improvement, hardware, and farm and fleet retailers. Hillman differentiates itself from the competition with its dedicated field sales team of 1,200+ associates, direct-to-store distribution capabilities, and world class global sourcing and supply chain expertise. The company offers an extensive product portfolio of more than 111,000 SKUs, including fasteners (power screws, nuts, and bolts), hardware (builder’s hardware, rope & chain, accessories), project gear & supplies (gloves, work gear, paint & cleaning sundries), and key and engraving services (key duplication, auto keys, and engraving). Hillman is committed to delivering exceptional customer service, innovative products, and dependable solutions to its customers and regularly earns vendor of the year recognition from top customers. For more information on Hillman, visit www.hillman.com.

ABOUT ENERGAGE

Making the world a better place to work together.TM
Energage is a purpose-driven company that helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. Built on 20 years of culture research and the results from 30 million employees surveyed across more than 80,000 organizations, Energage delivers the most accurate competitive benchmark available. With access to a unique combination of patented analytic tools and expert guidance, Energage customers lead the competition with an engaged workforce and an opportunity to gain recognition for their people-first approach to culture. For more information or to nominate your organization, visit energage.com or

Contact:

Media
Helena Earl
Senior Manager, Communications
[email protected]

Investors
Michael Koehler
Vice President of Investor Relations & Treasury
513-826-5495
[email protected]

NEW YORK & PARIS--(BUSINESS WIRE)--OpenGate Capital (“OpenGate”), a global private equity firm specializing in complex corporate carve-outs and operational transformations across the industrial sector, announced today that its portfolio company Sargent and Greenleaf (“S&G”) has completed the sale of Delaney Hardware to Hillman Solutions Corp. (Nasdaq: HLMN), a leading provider of hardware products and merchandising solutions. The transaction represents the final step in OpenGate's multi-pha.

Hillman Solutions Corp. (HLMN - Free Report) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -12.50%. A quarter ago, it was expected that this company would post earnings of $0.1 per share when it actually produced earnings of $0.1, delivering no surprise.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Hillman Solutions Corp., which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $370.07 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.17%. This compares to year-ago revenues of $359.34 million. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Hillman Solutions Corp. shares have added about 1.7% since the beginning of the year versus the S&P 500's gain of 4.7%.

What's Next for Hillman Solutions Corp.?While Hillman Solutions Corp. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Hillman Solutions Corp. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.17 on $425.2 million in revenues for the coming quarter and $0.61 on $1.65 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Miscellaneous is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Janus International Group, Inc. (JBI - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 12.

This company is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of -23.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Janus International Group, Inc.'s revenues are expected to be $210 million, down 0.2% from the year-ago quarter.

LOWELL, Mass., April 23, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its second quarter ended April 3, 2026, before market open on Thursday, May 7, 2026. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, May 7, 2026 hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer.

Please visit MACOM’s Investor Relations Website to register for a user-specific access code for the live call or to access the live webcast. A replay of the call will be available within 24 hours and remain accessible by all interested parties for approximately 90 days.

About MACOM
MACOM designs and manufactures high performance semiconductor products for the Industrial and Defense, Data Center and Telecommunications industries. MACOM services over 6,000 customers annually with a broad product portfolio that incorporates RF, Microwave, Analog and Mixed Signal and Optical semiconductor technologies. MACOM has achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard and the ISO14001 environmental management standard. MACOM operates facilities across the United States, Europe, Asia and is headquartered in Lowell, Massachusetts. To learn more, please visit www.macom.com.

Company Contact:
MACOM Technology Solutions Holdings, Inc.
Stephen Ferranti, Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E: [email protected]

The information technology sector delivered some of the portfolio's strongest performance in the fourth quarter. A strong ramp-up of Coherent's optical transceivers sales drove strong growth in its networking segment. Macom Technology Solutions' strong third-quarter earnings addressed investor concerns related to margin volatility, leading to a rebound in the fourth quarter.

LOWELL, Mass., May 07, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal second quarter ended April 3, 2026.

Second Quarter Fiscal Year 2026 GAAP Results

Revenue was $289.0 million, an increase of 22.5%, compared to $235.9 million in the previous year fiscal second quarter and an increase of 6.4% compared to $271.6 million in the prior fiscal quarter;Gross margin was 56.9%, compared to 55.2% in the previous year fiscal second quarter and 55.9% in the prior fiscal quarter;Income from operations was $50.8 million, or 17.6% of revenue, compared to income from operations of $34.9 million, or 14.8% of revenue, in the previous year fiscal second quarter and income from operations of $43.3 million, or 15.9% of revenue, in the prior fiscal quarter; andNet income was $46.3 million, or $0.60 per diluted share, compared to net income of $31.7 million, or $0.42 per diluted share, in the previous year fiscal second quarter, and net income of $48.8 million, or $0.64 per diluted share, in the prior fiscal quarter. Second Quarter Fiscal Year 2026 Adjusted Non-GAAP Results

Adjusted gross margin was 58.5%, compared to 57.5% in the previous year fiscal second quarter and 57.6% in the prior fiscal quarter;Adjusted income from operations was $80.5 million, or 27.8% of revenue, compared to adjusted income from operations of $59.8 million, or 25.4% of revenue, in the previous year fiscal second quarter and adjusted income from operations of $74.0 million, or 27.2% of revenue, in the prior fiscal quarter; andAdjusted net income was $84.3 million, or $1.09 per diluted share, compared to adjusted net income of $64.3 million, or $0.85 per diluted share, in the previous year fiscal second quarter and adjusted net income of $78.2 million, or $1.02 per diluted share, in the prior fiscal quarter. Management Commentary

“We are pleased with our first half fiscal year results and look forward to strong revenue growth and profitability in the second half,” said Stephen G. Daly, President and Chief Executive Officer, MACOM.

Business Outlook

For the fiscal third quarter ending July 3, 2026, MACOM expects revenue to be in the range of $331 million to $339 million. Adjusted gross margin is expected to be between 59.0% and 60.0%, and adjusted earnings per diluted share is expected to be between $1.31 and $1.37 utilizing an anticipated non-GAAP income tax rate of 3% and 78.5 million fully diluted shares outstanding.

Conference Call

MACOM will host a conference call on Thursday, May 7, 2026, at 8:30 a.m. Eastern Time to discuss its fiscal second quarter 2026 financial results and business outlook. Investors and analysts may visit MACOM's Investor Relations website at https://ir.macom.com/events-webcasts to register for a user-specific access code for the live call or to access the live webcast. A replay of the call will be available within 24 hours and remain accessible by all interested parties for approximately 90 days.

About MACOM

MACOM designs and manufactures high-performance semiconductor products for the Industrial and Defense, Data Center and Telecommunications industries. MACOM services over 6,000 customers annually with a broad product portfolio that incorporates RF, Microwave, Analog and Mixed Signal and Optical semiconductor technologies. MACOM has achieved certification to the IATF16949 automotive standard, the AS9100D aerospace standard, the ISO9001 international quality standard and the ISO14001 environmental management standard. MACOM operates facilities across the United States, Europe, Asia and is headquartered in Lowell, Massachusetts.

Special Note Regarding Forward-Looking Statements

This press release and the associated earnings call contains forward-looking statements. These forward-looking statements include, among others, statements about MACOM’s strategic plans, priorities and long-term growth drivers, our ability to execute our long-term strategy, strengthen our position and drive market share gains and growth, our ability to develop new products and differentiated solutions, achieve market acceptance of those products and solutions and better address certain markets, expand our capabilities and extend our product offerings, including through our fabrication facility execution and continued improvements, our team’s capabilities and technologies and expansion and growth thereof and any potential financial benefits derived by and financial impact to MACOM therefrom, strength and competitiveness of new product introductions and technology portfolio expansion, including the anticipated rate of new product introductions and technology licensing and transfer activities, anticipated demand for our products, including backlog levels and book-to-bill trends, MACOM’s profitability, revenue targets, gross margin and operating margin improvements, end-market-specific revenue growth expectations, prospects and growth opportunities in our three primary markets, including the anticipated timing of production programs and associated revenues, the potential impact to our business of an economic downturn or recession, anticipated financial and business performance improvements, expectations regarding cash flow from operations and capital expenditures, our anticipated non-GAAP income tax rate and the expected impact of recent tax legislation thereon, MACOM’s strategic investment and other plans, including investments and agreements intended to further strengthen our supply chain and support our revenue growth objectives, negotiation and finalization of a definitive agreement with, and receipt of, funding from the Federal and State governments, the estimated financial results for our 2026 fiscal third quarter and the stated business outlook and future results of operations.

These forward-looking statements reflect MACOM’s current views about future events and are subject to risks, uncertainties, assumptions and changes in circumstances that may cause those events or our actual activities or results to differ materially from those indicated by the forward-looking statements, including statements regarding our business outlook, strategic plans and priorities, expectations, anticipated drivers of future revenue growth, our plans for use of our cash and cash equivalents and short-term investments, interest rate and foreign currency risks, our ability to meet working capital requirements, estimates and objectives for future operations, our future results of operations and our financial position; and those other factors described in “Risk Factors” in MACOM’s filings with the Securities and Exchange Commission (“SEC”), including its Annual Report on Form 10-K, its Quarterly Reports on Form 10-Q and other filings with the SEC. These forward-looking statements speak only as of the date of this press release, and MACOM undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

Discussion Regarding the Use of Historical and Forward-Looking Non-GAAP Financial Measures

In addition to United States Generally Accepted Accounting Principles (“GAAP”) reporting, MACOM provides investors with financial measures that have not been calculated in accordance with GAAP, such as: non-GAAP gross profit and gross margin, non-GAAP operating expenses, non-GAAP income from operations and operating margin, non-GAAP EBITDA, non-GAAP net income, non-GAAP diluted earnings per share, non-GAAP diluted shares, non-GAAP income tax rate and non-GAAP interest income. In this release or elsewhere, we may alternatively refer to such non-GAAP measures as “adjusted” measures. This non-GAAP information excludes the effect, where applicable, of intangible amortization expense, share-based compensation expense, non-cash interest, net, acquisition and integration related costs, loss on debt extinguishment, and the tax effect of each non-GAAP adjustment.

Management believes these excluded items are not reflective of our underlying performance and uses these non-GAAP financial measures to: evaluate our ongoing operating performance and compare it against prior periods, make operating decisions, forecast future periods, evaluate potential acquisitions, compare our operating performance against peer companies and assess certain compensation programs. We believe this non-GAAP financial information provides additional insight into our ongoing performance and have therefore chosen to provide this information to investors to help them evaluate the results of our ongoing operations and enable more meaningful period-to-period comparisons. These non-GAAP measures are provided in addition to, and not as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP.

A reconciliation between GAAP and non-GAAP financial data is included in the supplemental financial data attached to this press release. We have not provided a reconciliation with respect to any forward-looking non-GAAP financial data presented because we do not have and cannot reliably estimate certain key inputs required to calculate the most comparable GAAP financial data, such as future acquisition costs, the possibility and impact of any litigation costs, changes in our GAAP effective tax rate and impairment charges. We believe these unknown inputs are likely to have a significant impact on any estimate of the comparable GAAP financial data.

Investors are cautioned against placing undue reliance on non-GAAP financial measures and are urged to review and consider carefully the adjustments made by management to the most directly comparable GAAP financial measures. Non-GAAP financial measures may have limited value as analytical tools because they may exclude certain expenses that some investors consider important in evaluating our operating performance or ongoing business performance. Further, non-GAAP financial measures may have limited value for purposes of drawing comparisons between companies because different companies may calculate similarly titled non-GAAP financial measures in different ways because non-GAAP measures are not based on any comprehensive set of accounting rules or principles.

Additional information and management’s assessment regarding why certain items are excluded from our non-GAAP measures are summarized below:

Amortization Expense – is related to acquired intangible assets which are based upon valuation methodologies and are generally amortized over the expected life of the intangible asset at the time of acquisition, which may result in amortization amounts that vary over time. This non-cash expense is not considered by management in making operating decisions.

Share-Based Compensation Expense – includes share-based compensation expense for awards that are equity and liability classified on our balance sheet and the related employer tax expense at vesting. Share-based compensation expense is partially outside of our control due to factors such as stock price volatility and interest rates, which may be unrelated to our operating performance during the period in which the expense is incurred. It is an expense based upon valuation methodologies and assumptions that vary over time, and the amount of the expense can vary significantly between companies. Share-based compensation expense amounts are not considered by management in making operating decisions.

Non-cash Interest, Net – includes amounts associated with the amortization of certain fees associated with the establishment or amendment of our convertible notes that are being amortized over the life of the agreements. We believe these amounts are non-cash in nature, are not correlated to future business operations and do not reflect our ongoing operations.

Acquisition and Integration Related Costs – includes items such as professional fees, employee severance and other costs incurred in connection with acquisitions and integration specific activities which are not expected to have a continuing contribution to operations and the amortization of the fair market step-up value of acquired inventory and fixed assets. We believe the exclusion of these items is useful in providing management a basis to evaluate ongoing operating activities and strategic decision making.

Loss on Debt Extinguishment – includes loss on exchange of our convertible notes. This fiscal year 2025 loss is primarily non-cash and we do not believe this amount is reflective of our ongoing operations.

Tax Effect of Non-GAAP Adjustments – includes adjustments to arrive at an estimate of our non-GAAP income tax rate associated with our non-GAAP income over a period of time. We determine our non-GAAP income tax rate using applicable rates in taxing jurisdictions and assessing certain factors including our historical and forecast earnings by jurisdiction, discrete items, cash taxes paid in relation to our non-GAAP net income before income taxes and our ability to realize tax assets. We generally assess this non-GAAP income tax rate quarterly and have utilized 3% for our first two fiscal quarters of fiscal year 2026 and for our fiscal year 2025. Our historical effective income tax rate under GAAP has varied significantly from our non-GAAP income tax rate due primarily to income taxed in foreign jurisdictions at generally lower tax rates, research and development tax credits and acquisition expenses. We believe it is beneficial for management to review our non-GAAP income tax rate on a consistent basis over periods of time. Items such as those noted above may have a significant impact on our GAAP income tax expense and associated effective tax rate over time.

Adjusted EBITDA – is a calculation that adds depreciation expense to our adjusted income from operations. Management reviews and utilizes this measure for operational analysis purposes. We believe competitors and others in the financial industry also utilize this measure for analysis purposes.

Incremental Shares – is the number of potential shares of common stock issuable upon the exercise of stock options, restricted stock, restricted stock units and conversion of convertible debt which were not included in the calculation of our GAAP diluted shares. We believe competitors and others in the financial industry utilize this non-GAAP measure for analysis purposes.

Company Contact:
MACOM Technology Solutions Holdings, Inc.
Stephen Ferranti
Senior Vice President, Corporate Development and Investor Relations
P: 978-656-2977
E: [email protected]

    MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(unaudited and in thousands, except per share data)
     Three Months Ended Six Months Ended April 3, 2026
 January 3, 2026
 April 4, 2025
 April 3, 2026
 April 4, 2025
Revenue$288,955  $271,612  $235,887  $560,567  $454,009 Cost of revenue 124,522   119,833   105,731   244,355   206,744 Gross profit 164,433   151,779   130,156   316,212   247,265 Operating expenses:         Research and development 68,983   66,459   57,837   135,442   118,206 Selling, general and administrative 44,619   42,023   37,449   86,642   76,662 Total operating expenses 113,602   108,482   95,286   222,084   194,868 Income from operations 50,831   43,297   34,870   94,128   52,397 Other income (expense):         Interest income 7,759   7,990   7,239   15,749   14,239 Interest expense (1,667)  (1,698)  (1,179)  (3,365)  (2,545)Loss on extinguishment of debt —   —   —   —   (193,098)Total other income (expense) 6,092   6,292   6,060   12,384   (181,404)Income (loss) before income taxes 56,923   49,589   40,930   106,512   (129,007)Income tax expense 10,592   822   9,264   11,414   6,857 Net income (loss)$46,331  $48,767  $31,666  $95,098  $(135,864)          Net income (loss) per share:         Income (loss) per share - Basic$0.62  $0.65  $0.43  $1.27  $(1.85)Income (loss) per share - Diluted$0.60  $0.64  $0.42  $1.23  $(1.85)Weighted average common shares:         Shares - Basic 75,283   74,822   74,358   75,053   73,540 Shares - Diluted 77,555   76,718   75,741   77,137   73,540                      MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
(unaudited andin thousands)
       April 3, 2026
 October 3, 2025
ASSETS     Current assets:     Cash and cash equivalents$98,521  $112,142 Short-term investments 566,337   673,833 Accounts receivable, net 159,599   148,646 Inventories 252,195   237,844 Prepaid and other current assets 49,398   32,623 Total current assets 1,126,050   1,205,088 Property and equipment, net 234,960   230,291 Goodwill and intangible assets, net 402,988   414,885 Deferred income taxes 201,956   207,999 Other long-term assets 48,623   45,097 Total assets$2,014,577  $2,103,360 LIABILITIES AND STOCKHOLDERS’ EQUITY     Current liabilities:     Short-term debt$—  $160,946 Accounts payable 62,131   67,588 Accrued liabilities 87,572   96,585 Total current liabilities 149,703   325,119 Finance lease obligations, less current portion 30,157   30,504 Financing obligation 36,713   37,014 Long-term debt obligations 340,186   339,630 Other long-term liabilities 40,061   43,998 Total liabilities 596,820   776,265 Stockholders’ equity 1,417,757   1,327,095 Total liabilities and stockholders’ equity$2,014,577  $2,103,360          MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(unaudited and in thousands)
   Six Months Ended April 3, 2026
 April 4, 2025
CASH FLOWS FROM OPERATING ACTIVITIES:   Net income (loss)$95,098  $(135,864)Depreciation and intangible asset amortization 31,017   30,800 Share-based compensation 44,776   44,287 Deferred income taxes 6,649   (2,747)Loss on extinguishment of debt —   193,098 Other adjustments, net (1,954)  (2,351)Accounts receivable (10,954)  (24,724)Inventories (14,390)  (14,961)Accrued and other liabilities (9,058)  1,647 Change in other operating assets and liabilities (19,595)  16,161 Net cash provided by operating activities 121,589   105,346 CASH FLOWS FROM INVESTING ACTIVITIES:   Acquisition of business, net —   (12,684)Sales, purchases and maturities of investments 105,582   (132,976)Purchases of property and equipment (26,126)  (13,498)Purchases of software licenses and licensed technology (7,420)  (8,779)Other investing 1,480   804 Net cash provided by (used in) investing activities 73,516   (167,133)CASH FLOWS FROM FINANCING ACTIVITIES:   Proceeds from convertible notes —   86,629 Repayment of convertible notes (161,151)  — Payments for fee on convertible note exchange and debt issuance costs —   (23,126)Payments on finance leases and other financing activities (1,286)  (498)Proceeds from employee stock purchases 5,212   4,537 Common stock withheld for taxes on employee equity awards (51,475)  (41,260)Net cash (used in) provided by financing activities (208,700)  26,282 Foreign currency effect on cash (26)  (375)NET CHANGE IN CASH AND CASH EQUIVALENTS (13,621)  (35,880)CASH AND CASH EQUIVALENTS — Beginning of period 112,142   146,806 CASH AND CASH EQUIVALENTS — End of period$98,521  $110,926          MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.
RECONCILIATIONS OF GAAP TO NON-GAAP RESULTS
(unaudited and in thousands, except per share data)
    Three Months Ended
Six Months Ended
 April 3, 2026
January 3, 2026
April 4, 2025
April 3, 2026
April 4, 2025
 Amount
% Revenue
Amount
% Revenue
Amount
% Revenue
Amount
% Revenue
Amount
% Revenue
Gross profit - GAAP$164,433 56.9 $151,779 55.9 $130,156 55.2 $316,212 56.4 $247,265 54.5 Amortization expense 1,623 0.6  1,621 0.6  3,343 1.4  3,244 0.6  6,675 1.5 Share-based compensation expense 2,716 0.9  2,794 1.0  1,765 0.7  5,510 1.0  5,263 1.2 Acquisition and integration related costs 269 0.1  278 0.1  356 0.2  547 0.1  1,750 0.4 Adjusted gross profit (Non-GAAP)$169,041 58.5 $156,472 57.6 $135,620 57.5 $325,513 58.1 $260,953 57.5   Three Months EndedSix Months Ended April 3, 2026January 3, 2026April 4, 2025April 3, 2026April 4, 2025 Amount% RevenueAmount% RevenueAmount% RevenueAmount% RevenueAmount% RevenueOperating expenses - GAAP$113,602 39.3 $108,482 39.9 $95,286 40.4 $222,084 39.6 $194,868 42.9 Amortization expense (1,713)(0.6) (1,849)(0.7) (1,617)(0.7) (3,562)(0.6) (4,794)(1.1)Share-based compensation expense (21,905)(7.6) (23,835)(8.8) (17,331)(7.3) (45,740)(8.2) (43,220)(9.5)Acquisition and integration related costs (1,395)(0.5) (299)(0.1) (522)(0.2) (1,694)(0.3) (1,127)(0.2)Adjusted operating expenses (Non-GAAP)$88,589 30.7 $82,499 30.4 $75,816 32.1 $171,088 30.5 $145,727 32.1   Three Months Ended
Six Months Ended
 April 3, 2026
January 3, 2026
April 4, 2025
April 3, 2026
April 4, 2025
 Amount
% Revenue
Amount
% Revenue
Amount
% Revenue
Amount
% Revenue
Amount
% Revenue
Income from operations - GAAP$50,831 17.6 $43,297 15.9 $34,870 14.8 $94,128 16.8 $52,397 11.5 Amortization expense 3,336 1.2  3,470 1.3  4,960 2.1  6,806 1.2  11,469 2.5 Share-based compensation expense 24,621 8.5  26,629 9.8  19,096 8.1  51,250 9.1  48,483 10.7 Acquisition and integration related costs 1,664 0.6  577 0.2  878 0.4  2,241 0.4  2,877 0.6 Adjusted income from operations (Non-GAAP)$80,452 27.8 $73,973 27.2 $59,804 25.4 $154,425 27.5 $115,226 25.4                      Depreciation expense 9,013 3.1  8,656 3.2  6,803 2.9  17,669 3.2  13,543 3.0 Adjusted EBITDA (Non-GAAP)$89,465 31.0 $82,629 30.4 $66,607 28.2 $172,094 30.7 $128,769 28.4   Three Months Ended
Six Months Ended April 3, 2026
January 3, 2026April 4, 2025
April 3, 2026
April 4, 2025 Amount
% Revenue
Amount% RevenueAmount
% Revenue
Amount
% Revenue
Amount% RevenueNet income (loss) - GAAP$46,331 16.0 $48,767 18.0 $31,666 13.4 $95,098 17.0 $(135,864)(29.9)Amortization expense 3,336 1.2  3,470 1.3  4,960 2.1  6,806 1.2  11,469 2.5 Share-based compensation expense 24,621 8.5  26,629 9.8  19,096 8.1  51,250 9.1  48,483 10.7 Non-cash interest, net 380 0.1  381 0.1  380 0.2  761 0.1  687 0.2 Acquisition and integration related costs 1,664 0.6  577 0.2  878 0.4  2,241 0.4  2,877 0.6 Loss on debt extinguishment — —  — —  — —  — —  193,098 42.5 Tax effect of non-GAAP adjustments 7,984 2.8  (1,597)(0.6) 7,276 3.1  6,387 1.1  3,029 0.7 Adjusted net income (Non-GAAP)$84,316 29.2 $78,227 28.8 $64,256 27.2 $162,543 29.0 $123,779 27.3   Three Months Ended
Six Months Ended April 3, 2026
January 3, 2026
April 4, 2025
April 3, 2026
April 4, 2025 Net income
Income per diluted share
Net income
Income per diluted share
Net income
Income per diluted share
Net income (loss)
Income (loss) per diluted share
Net incomeIncome per diluted shareNet income (loss) - GAAP diluted$46,331 $0.60 $48,767 $0.64 $31,666 $0.42 $95,098 $1.23 $(135,864)$(1.85)                   Adjusted net income (Non-GAAP)$84,316 $1.09 $78,227 $1.02 $64,256 $0.85 $162,543 $2.11 $123,779 $1.64   Three Months EndedSix Months Ended April 3, 2026January 3, 2026April 4, 2025April 3, 2026April 4, 2025 Shares
 Shares
 Shares
 Shares
 Shares
 Diluted shares - GAAP77,555  76,718  75,741  77,137  73,540  Incremental shares—  —  —  —  2,127  Adjusted diluted shares (Non-GAAP)77,555  76,718  75,741  77,137  75,667    Three Months EndedSix Months Ended April 3, 2026January 3, 2026April 4, 2025April 3, 2026April 4, 2025 Amount% RevenueAmount% RevenueAmount% RevenueAmount% RevenueAmount% RevenueInterest income - GAAP$7,759 2.7 $7,990 2.9 $7,239 3.1 $15,749 2.8 $14,239 3.1 Interest expense - GAAP (1,667)(0.6) (1,698)(0.6) (1,179)(0.5) (3,365)(0.6) (2,545)(0.6)Non-cash interest expense 380 0.1  381 0.1  380 0.2  761 0.1  687 0.2 Adjusted interest income (Non-GAAP)$6,472 2.2 $6,673 2.5 $6,440 2.7 $13,145 2.3 $12,381 2.7                           

Key Takeaways MTSI reported Q2 EPS of $1.07, up 28.2% Y/Y, while revenues rose 22.5% to $289M.MACOM Technology's operating margin expanded by 240 basis points to 27.8%. MTSI guided Q3 revenues of $331-$339M and EPS of $1.31-$1.37, pointing to continued growth momentum. MACOM Technology Solutions Holdings, Inc. (MTSI - Free Report) reported second-quarter fiscal 2026 earnings of $1.09 per share, which beat the Zacks Consensus Estimate of $1.07. The bottom line grew 28.2% year over year.

MACOM Technology’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 1.8%.

MTSI posted revenues of $289 million in the second quarter of fiscal 2026, surpassing the Zacks Consensus Estimate by 1.4%. The top line increased 22.5% year over year.

MTSI Operating DetailsFor the second quarter of fiscal 2026, MACOM’s adjusted gross margin was 58.5% compared with 57.5% in the prior-year quarter. Adjusted operating income came in at $80.5 million, up from $59.8 million reported in the year-ago period. As a percentage of revenues, the adjusted operating income came in at 27.8%, up 240 basis points from the year-ago quarter.

Non-GAAP operating expenses were $88.6 million, up 16.8% year over year. As a percentage of revenues, non-GAAP operating expenses came in at 30.7%, contracting 140 basis points from the prior-year period.

MTSI’s Balance Sheet and Cash FlowAs of April 3, 2026, cash equivalents and short-term investments totaled $664.9 million, down from $768.5 million in the prior quarter.

Long-term debt was $340.2 million compared with $339.9 million in the previous quarter.

For the second quarter of fiscal 2026, MTSI’s net cash flows from operating activities came in at $78.7 million. In the first half of fiscal 2026, MTSI’s operating cash flow totaled $121.6 million.

MTSI’s Guidance for Q3 FY26For the third quarter of fiscal 2026, MACOM Technology expects revenues between $331 million and $339 million. The Zacks Consensus Estimate for third-quarter fiscal 2026 revenues is pegged at $297.3 million, indicating year-over-year growth of 17.9%.

The company anticipates adjusted earnings per share between $1.31 and $1.37. The Zacks Consensus Estimate for earnings is pinned at $1.12 per share, indicating growth of 24.4% year over year.

Zacks Rank & Stocks to ConsiderCurrently, MTSI carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader Zacks Computer and Technology sector are Arista Networks (ANET - Free Report) , Advanced Energy (AEIS - Free Report) and Amphenol (APH - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Shares of Arista Networks have gained 12.3% year to date. The Zacks Consensus Estimate for ANET’s 2026 earnings is pegged at $3.54 per share, up by a penny over the past 30 days, indicating an increase of 18.8% year over year.

Shares of Advanced Energy have surged 72.3% year to date. The Zacks Consensus Estimate for AEIS’ 2026 earnings is pegged at $8.37 per share, up by 5 cents over the past seven days, indicating a rise of 30.6% year over year.

Amphenol shares have jumped 2.5% year to date. The Zacks Consensus Estimate for APH’s 2026 earnings is pegged at $4.76 per share, up by 11% over the past seven days, indicating an increase of 42.5% year over year.

For the quarter ended March 2026, M/A-Com (MTSI - Free Report) reported revenue of $288.96 million, up 22.5% over the same period last year. EPS came in at $1.09, compared to $0.85 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $285.1 million, representing a surprise of +1.35%. The company delivered an EPS surprise of +2%, with the consensus EPS estimate being $1.07.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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 M/A-Com performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue by Primary Markets- Telecom: $70.12 million versus the four-analyst average estimate of $69.84 million. The reported number represents a year-over-year change of +7.6%.Revenue by Primary Markets- Industrial & Defense: $120.65 million versus the four-analyst average estimate of $119.48 million. The reported number represents a year-over-year change of +22.4%.Revenue by Primary Markets- Data Center: $98.19 million versus $95.84 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +36% change.View all Key Company Metrics for M/A-Com here>>>

Shares of M/A-Com have returned +25.4% 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.