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Insider Monkey Blog

Evotec SE (NASDAQ:EVO) Q1 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to the Evotec First Quarter 2026 Financial Results and Business Update Conference Call. I am Moira, the chorus call operator.

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May 13 - News, Transcripts

Funded Academy Launches as a Prop Firm Where Traders Can Learn, Qualify, and Get Funded in One Platform

Funded Academy has officially launched, introducing a proprietary trading platform built around a single idea: trading should be a process of learning, proving, and evolving, ...

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May 13 - Press Releases

Spectrum Brands (SPB): The Best Small Cap US Stock to Buy

On May 8, 2026, Canaccord raised the firm’s price target on Spectrum Brands Holdings, Inc. (NYSE:SPB) to $100 from $94 and kept a Buy rating on the shares.

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May 13 - News

Deutsche Bank Raises its Price Target on Adient (ADNT) to $31 from $30

On May 7, 2026, Deutsche Bank raised the firm’s price target on Adient plc (NYSE:ADNT) to $31 from $30 while maintaining a Buy rating on the shares.

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May 13 - News

Citi Initiates Coverage of Innovex International (INVX) with a Buy Rating

On May 6, 2026, Citi initiated coverage of Innovex International, Inc. (NYSE:INVX) with a Buy rating and a $35 price target.

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May 13 - News

Keefe Bruyette Raises its Price Target on Walker & Dunlop (WD) to $67

A day earlier, Walker & Dunlop, Inc. (NYSE:WD) reported Q1 adjusted core EPS of $1.02, versus the consensus estimate of 54c.

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May 13 - News

Pediatrix. (MD) Reports Q1 EPS Beat

On May 5, 2026, Pediatrix Medical Group, Inc. (NYSE:MD) reported Q1 adjusted EPS of 44c, versus the consensus estimate of 38c.

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May 13 - News

Here is Why FIGS, Inc. (FIGS) is Among the 8 Best Small Cap US Stocks to Buy

On May 7, 2026, FIGS, Inc. (NYSE:FIGS) reported Q1 EPS of 3c, versus the consensus estimate of 2c. Revenue totaled $159.9M, versus the consensus estimate of $153.14M.

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May 13 - News

Barrington Raises its Price Target on Universal Technical (UTI) to $42

On May 7, 2026, Barrington analyst Alexander Paris raised the firm’s price target on Universal Technical Institute, Inc.

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May 13 - News

Sable (SOC) Reports Q1 EPS

On May 6, 2026, Sable Offshore Corp. (NYSE:SOC) reported Q1 EPS of ($1.37), versus the consensus estimate of (52c).

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May 13 - News

IUX Publishes Gold Market Insight on Volatility Trends and User Engagement in 2026

IUX has released a new market insight examining recent developments in the gold market, focusing on heightened volatility and how it may be associated with user engagement across...

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May 13 - Press Releases

Why inTEST (INTT) Is a Semiconductor Equipment Recovery Play

InTest Corporation (NYSE:INTT) has a cleaner story through its recovery in semiconductor-related demand and its push to integrate a broader test-and-process technology platform...

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May 13 - News

Why KLA (KLAC) Remains a Process-Control Play on AI Chip Complexity

On April 29, KLA Corporation (NASDAQ:KLAC) reported fiscal third-quarter revenue of $3.415 billion, above the midpoint of its guidance range, while non-GAAP diluted EPS came in...

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May 13 - News

How Applied Materials (AMAT) Is Deepening Its Role in AI Chip Manufacturing

On May 11, the company announced a partnership with Taiwan Semiconductor Manufacturing Company Limited at Applied’s EPIC Center in Silicon Valley.

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May 13 - News

Why Onto Innovation (ONTO) Is Gaining From Advanced Node and Packaging Demand

Onto Innovation Inc.

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May 13 - News

Why Kulicke and Soffa (KLIC) Is Benefiting From the Advanced Packaging Recovery

Kulicke and Soffa Industries, Inc.

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May 13 - News

Why Amtech Systems (ASYS) Is Building Its Semiconductor Equipment Story Around AI Packaging

On May 8, the company appointed Guy Shechter as president and chief operating officer, effective May 19.

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May 13 - News

Why NVIDIA (NVDA) Is Pushing Deeper Into AI Data Center Connectivity

On May 6, NVIDIA Corporation (NASDAQ:NVDA) and Corning announced a multiyear commercial and technology partnership to expand U.S.-based manufacturing of optical connectivity products...

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May 13 - News

Why TSMC’s (TSM) Advanced Nodes Keep It Central to the AI Chip Cycle

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) sits close to the center of the AI supply chain because the industry’s largest chip designers still need advanced...

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May 13 - News

Why Broadcom (AVGO) Is Becoming a Bigger Force in Custom AI Silicon

The latest AI infrastructure angle came on May 11, when SDxCentral reported that Blackstone and Apollo Global Management were in talks with Broadcom Inc.

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May 13 - News

Why ASML (ASML) Remains a Key Bottleneck Play in the AI Chip Buildout

ASML Holding N.V.

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May 13 - News

How AMD (AMD) Is Expanding Its Role in Enterprise AI Infrastructure

The latest AI infrastructure angle came on May 8, when Dell Technologies and Advanced Micro Devices, Inc.

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May 13 - News

Why Arista Networks (ANET) Is a Key Networking Play for AI Data Centers

Arista Networks, Inc. (NYSE:ANET) fits the AI-enabler theme because large AI clusters need more than accelerators.

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May 13 - News

Why Vertiv (VRT) Is Becoming More Important to AI Data Center Buildouts

The latest AI infrastructure angle came on May 6, when Reuters reported that Hut 8 signed a 15-year, $9.8 billion lease for its Beacon Point data center campus in Texas, with ...

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May 13 - News

Why Eaton (ETN) Is Benefiting From AI’s Rising Power Infrastructure Needs

The latest AI infrastructure signal came on May 5, when Eaton Corporation plc (NYSE:ETN) said Electrical Americas data center orders rose approximately 240% in the first quarter...

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May 13 - News

Why Micron Technology (MU) Matters Beyond Memory in the AI Infrastructure Race

The latest AI infrastructure angle came on May 5, when Micron Technology, Inc.

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May 13 - News

Why Marvell Technology (MRVL) Is Gaining Ground in AI Connectivity and Custom Silicon

The stronger AI infrastructure angle came on April 22, when Marvell Technology, Inc.

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May 13 - News

RTX Corporation (RTX) Receives Order For SharpSight radars from Blue Raven

RTX Corporation (NYSE:RTX) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

Analysts See 27% Upside To Lockheed Martin Corporation (LMT)

Lockheed Martin Corporation (NYSE:LMT) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

AeroVironment, Inc. (AVAV) Secures Army Prototype Agreement For Switchblade 400

AeroVironment, Inc. (NASDAQ:AVAV) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

RBC Capital Cuts Price Target on Kratos Defense & Security Solutions, Inc. (KTOS) to $80, Keeps Outperform Rating

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

Needham Reiterates Buy on Red Cat Holdings, Inc. (RCAT) Following Q1 2026 Results

Red Cat Holdings, Inc. (NASDAQ:RCAT) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

Ondas Inc. (ONDS): Among the Best Drone Stocks to Buy According to Wall Street Analysts

Ondas Inc. (NASDAQ:ONDS) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

Honeywell International Inc. (HON): One of the Best Drone Stocks to Buy According to Wall Street Analysts

Honeywell International Inc. (NASDAQ:HON) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

Wall Street Bullish on L3Harris Technologies, Inc. (LHX) Despite Price Target Cuts

L3Harris Technologies, Inc. (NYSE:LHX) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts.

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May 13 - News

Is the Selloff in OrthoPediatrics Corp. (KIDS) Creating a Buying Opportunity?

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Rave Restaurant Group (RAVE) Drops on Volatility, but Investors Keep Adding Shares

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Here’s Why MaxCyte (MXCT) is Becoming a High-Conviction Bet for Investors

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

ThredUp (TDUP) Slides After Disappointing Quarterly Results Despite Strong Prior Run

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Here’s Why Owlet (OWLT) Crashed 60% in Q1

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Here’s Why Outset Medical (OM) Rebound Sharply After Last Quarter’s Selloff

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Heartland Express (HTLD) Gains as Investors Bet on a Trucking Upcycle

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Can Neogen Corporation (NEOG) Become One of the Market’s Best Small-Cap Turnarounds?

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Ryanair Holdings (RYAAY) Delivered a 58% Return, Driven by Market Share Gains and Operational Efficiency

Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 13 - Hedge Fund Investor Letters, News

Here’s Why ImmuCell Corporation (ICCC) is Emerging as an Intriguing Micro-Cap Opportunity

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Olaplex Holdings (OLPX) Takeover Validates Value Thesis, but Investors Wanted More

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Why Are Investors Frustrated With the Mister Car Wash (MCW) Buyout Deal?

Minot Light Capital Partners, an investment management company, released its “Capital Appreciation Fund" Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Merion Road Capital Management’s Q1 2026 Investor Letter

Merion Road Capital Management, an investment advisor, released its Q1 2026 Investor Letter.

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May 13 - Hedge Fund Investor Letters, News

Playtika (PLTK) Reports Q1 EPS

On May 7, 2026, Playtika Holding Corp. (NASDAQ:PLTK) reported Q1 EPS of (15c), versus the consensus estimate of 12c.

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May 13 - News

Evotec (EVO) Nominates First Preclinical Development Candidate from Almirall Alliance

On May 4, 2026, Evotec SE (NASDAQ:EVO) announced the nomination of a small molecule preclinical development candidate from its multi-target drug discovery alliance with Almirall...

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May 13 - News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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