Avantis U.S. Small Cap Value

StoneX CFO Dunaway Sells 64k Shares for $7.07M

StoneX Chief Risk Officer Mark L. Maurer Exercises Options and Sells Stock for $4.05 Million

GATX released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 583.7 M (forecast USD 599.76 M), actual EPS USD 2.35 (forecast USD 2.395)

SM Energy released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 1.398 B (forecast USD 1.422 B), actual EPS USD -1.6834 (forecast USD 0.8557)

StoneX released FY2026 Q2 earnings on May 6 After-Market EST, actual revenue USD 45.27 B, actual EPS USD 2.0699 (forecast EPS USD 1.485)

StoneX released FY2026 Semi-Annual earnings on May 6 After-Market EST, actual revenue USD 83.82 B, actual EPS USD 3.74

SM Energy Reports 80% Q1 Output Growth

SM Energy reports Q1 income from operations loss of USD 298 million

Archrock released FY2026 Q1 earnings on May 5 Pre-Market (EST), actual revenue USD 373.77 M (forecast USD 378.53 M), actual EPS USD 0.41 (forecast USD 0.4525)

Matson released FY2026 Q1 earnings on May 4 After-Market (EST), actual revenue USD 757.8 M (forecast USD 777.55 M), actual EPS USD 1.85 (forecast USD 1.6079)

Plexus Reports 2026 Q2 Earnings, Revenue Exceeds Expectations

Capital Management Corp significantly increased holdings in Lear Corporation

Lear released FY2026 Q1 earnings on May 1 Pre-Market (EST), actual revenue USD 5.823 B (forecast USD 5.844 B), actual EPS USD 3.34 (forecast USD 3.4145)

GATX to Release FY2026 Q1 Earnings on May 7 Pre-Market EST, Forecast Revenue USD 599.76 M, EPS USD 2.395

Plexus released FY2026 Semi-Annual earnings on April 29 After-Market EST, actual revenue USD 2.234 B, actual EPS USD 3.32

Plexus released FY2026 Q2 earnings on April 29 After-Market EST, actual revenue USD 1.164 B (forecast USD 1.131 B), actual EPS USD 1.82 (forecast USD 1.6233)

Plexus Reports Q2 Earnings and Outlines Q3 Financial Outlook

SpaceX Executes Launch Mission Using Falcon Heavy Rocket

Avnet released FY2026 Q3 earnings on April 29 Pre-Market (EST), actual revenue USD 7.12 B (forecast USD 6.412 B), actual EPS USD 1.14 (forecast USD 1.165)

Avnet released FY2026 9 Months earnings on April 29 Pre-Market EST, actual revenue USD 19.34 B, actual EPS USD 2.5

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

GCL Global

Arcadia Biosciences

MetaVia

Silexion Therapeutics

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

RBRK

CHRW

Top Wall Street analysts upgraded several companies, including SM Energy, Rubrik Inc, CH Robinson Worldwide Inc, Elevance Health Inc, and Centene Corp. Notably, CH Robinson was upgraded from Hold to Buy with a new price target of $200. Other upgrades included SM Energy to $55, Rubrik to $85, Elevance Health to $498, and Centene to $80.

benzinga_article

Rubrik

Centene

C.H. Robinson Worldwide

Elevance Health

SM Energy

This CH Robinson Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Zacks Research has raised its Q1 2027 earnings per share estimate for Avnet, Inc. to $1.53, up from $1.37, maintaining a 'Strong-Buy' rating. The consensus for the full-year earnings is $4.92 per share. Analysts have varied ratings, with a consensus rating of 'Moderate Buy' and an average price target of $89.00. Avnet's stock opened at $86.67, with a market cap of $7.11 billion. The company also declared a quarterly dividend of $0.35, yielding 1.6%.

Market Beat

Avnet

Zacks Research Issues Optimistic Outlook for Avnet Earnings

AVUV

VTWV

The article argues against the traditional advice of 'Sell in May,' suggesting it could lead to costly mistakes this year. It highlights the potential for small-cap stocks, particularly the Russell 2000 index, which has outperformed the S&P 500 recently. The author emphasizes that July has historically been a strong month for the market, countering the notion that summer months are weak. An exclusive watchlist of small-cap stocks is also mentioned.

InvestorPlace

ISHRS Russ 2000 Growth

iShares Russell 2000

ProShares Ultra Russell2000 ETF

SPDR S&P 600 S-Cp Val

Vanguard Russell 2000 Growth

ISHRS Russ 2000 Val

Pro Rsl 2000 Dvd Grw

Vanguard Russell 2000 Value

VG S-Cp Grw

Direxion Small Cap Bull 3X

Vanguard Russell 2000

S&P 500

Forget “Sell in May” – This Could Be the Summer of Small Caps

Ethic Inc. increased its stake in Lear Corporation (NYSE:LEA) by 158.6% in Q4, owning 12,049 shares valued at $1.38 million. Other institutional investors also acquired shares, with notable increases from Allworth Financial and Quarry LP. Recent positive sentiment surrounds Lear, with analysts issuing mixed ratings and price targets ranging from $130 to $170. Insider trading saw significant sales, with CFO Jason M. Cardew and SVP Alicia J. Davis reducing their holdings. Lear's stock opened at $137.72, reflecting a stable financial position with a debt-to-equity ratio of 0.51.

Lear

Dow Jones Industrial Average

Barclays

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Ethic Inc. Boosts Position in Lear Corporation $LEA

Avnet (AVT) is experiencing improved industry trends, with extended backlog and a book-to-bill ratio above 1 across all regions, according to BofA Securities. Inventory correction has largely passed, and the company is entering an upcycle with a cleaner balance sheet. Operating leverage is improving, with expenses decreasing to 70.2% of gross profit. BofA upgraded Avnet to neutral and raised its price target to $96, though cautioned about potential demand weakness in late 2026 and 2027. Avnet's stock price is currently at $84.72, up 3.17%.

Fidelity

Avnet 'Cycle' Trends Improve as Backlog Extends, Lead Times Lengthen, BofA Says

.SPX

The S&P 500 has gained 8.5% year-to-date, rebounding from early losses despite geopolitical and inflationary challenges. With inflation reaching a three-year high, the likelihood of Fed rate hikes has increased, shifting expectations from cuts. Key sectors to monitor include energy, financials, and real estate, which may excel if inflation remains elevated and the Fed tightens its policy.

- The S&P 500 has rebounded with an 8.5% gain after early-year declines amid geopolitical and inflationary challenges.  
- As inflation reaches a three-year high, the probability of rate hikes by the Fed has increased, changing previous expectations for rate cuts.  
- The energy, financials, and real estate sectors are likely to outperform if inflation remains elevated and the Fed continues to tighten its policy.

SPDR S&P 500

iShares Core S&P US Growth

VG Value

VG S&P 500

Invesco QQQ Trust

VG Mga Cap 300 Grw

Avantis US Large Cap Value ETF

VG Growth

ISHRS Russ 1000 Growth

Direxion S&P 500 Bull 3X

Pro UltrPro S&Pro 500

Schw Us L-Cp Grw

VG S&P M-Cap 400 Val

iShares Core S&P 500

VG Mid-Cap Val

Markets weigh Fed hike risk as S&P 500 gains 8.5% YTD

U.S. stocks are expected to experience further weakness in early trading, with major index futures indicating a lower open. The S&P 500 futures are down by 0.5 percent, and technology stocks may face additional declines due to valuation concerns following recent record highs.

- Stock futures indicate a lower open for the markets, with the S&P 500 futures down by 0.5 percent.  
- There are concerns about technology stock valuations following a recent surge to record highs.  
- The markets may witness further downside in early trading on Tuesday.

rttnews

Ultr S&P 500 Pro

VG Mga Cap 300 Val

iShares Core S&P US Value

Direxion S&P 500 Bear 3X

VG S-Cp Value

U.S. Stocks May See Continued Weakness In Early Trading

Avnet (NASDAQ:AVT) reached a new 52-week high after Bank of America upgraded its rating from underperform to neutral, raising the price target from $66 to $96. The stock traded at $84.64, up from a previous close of $82.11. Other analysts have also adjusted their ratings, with a consensus price target of $89. Avnet reported a quarterly EPS of $1.48, exceeding estimates, and revenue of $7.12 billion, a 34% year-over-year increase. The company announced a quarterly dividend of $0.35, paid on March 18.

Bank of America

Wells Fargo

Truist Financial

BOK Financial

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Avnet (NASDAQ:AVT) Reaches New 52-Week High After Analyst Upgrade

VSAT

RKLB

SpaceX

ARKX

RKLX

New Street Research has launched a Space Economy and Infrastructure vertical, focusing on sectors such as launch, satellites, connectivity services, and datacenters. The initial coverage will include companies like SpaceX, Rocket Lab, and Viasat. The firm aims to leverage its expertise to provide independent insights into this sector. A webinar will be held on May 18 to discuss the launch. Iain Johnston, Chairman, emphasized the initiative's goal to enhance understanding of the space ecosystem for institutional clients.

prnewswire

Planet Labs

ViaSat

Rocket Lab

Invesco Aero & Defense ETF

ISHRS Aero & Def

ARK Space Exploration & Innovation ETF

Defiance Daily Target 2X Long RKLB ETF

SPDR S&P Aerospace & Def

Telesat

Iridium Comm

Echostar

AST SpaceMobile

PLANET LABS PBC C/WTS 06/12/26 (TO PUR COM)

16:30 ETNew Street Research Launches Space Economy and Infrastructure Coverage

Ivan Illan, Chief Investment Officer at AWAIM, discusses the paradox in the U.S. equity market as of mid-2026, highlighting strong earnings growth in the S&P 500 but elevated valuations. He advocates for a selective approach to U.S. small and mid-cap (SMID) companies, noting significant dispersion within the asset class that presents opportunities for active managers. However, he warns of risks related to debt refinancing and emphasizes the potential for well-positioned firms to gain market share. The manufacturing sector shows signs of recovery, further supporting selective SMID investment.

Forbes

iShares Core S&P Small Cap

VG S&P M-Cap 400

Avantis Int Small Cap Value

iShares Core S&P Mid Cap

Capital Group U.S. Small and Mid Cap ETF

VG S&P S-Cp 600

The SMID Cap Conundrum: Dispersion, Deleveraging And The Selective Opportunity Ahead

Avantis U.S. Small Cap Value(AVUV.US)

This CH Robinson Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Zacks Research Issues Optimistic Outlook for Avnet Earnings

Forget “Sell in May” – This Could Be the Summer of Small Caps

Ethic Inc. Boosts Position in Lear Corporation $LEA

Avnet 'Cycle' Trends Improve as Backlog Extends, Lead Times Lengthen, BofA Says