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Bio-Techne

HESAI

Conference Minutes

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HSAI

TECH

PONY

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Q2 total revenue is expected at RMB 850–900 mn.LiDAR shipments are estimated at ~650k units.

Bloomage Biotech

Hesai

Mirae Asset Global Investments Co., Ltd.

Pony AI

PONY-W

HESAI-W

BYD COMPANY

BYD COMPANY-R

BYD HK SDR 10to1

BYD Company Limited

BYD Company

HSAI (Trans): SGI biz to match LiDAR scale in 5 yrs

Uber

UBER

EXPE

Below is Dolphin Research's compilation of the $Uber Tech(UBER.US) FY26Q1 earnings call transcript. For our earnings analysis, see 'Uber: Results on track, but the Robotaxi threat lingers'. I. Key takeaways: 1) Shareholder returns: A record $3bn was returned to shareholders via buybacks this quarter. 2) Guidance: Management guides to continued growth momentum with disciplined capital allocation and a focus on sustainable profitable growth; it expects U.S. Mobility to keep accelerating through 2026...

Uber Tech

Expedia

UBER (Trans): Building an AI-era 'everything app'

Financial Analysis

DIDIY

The 'global Didi' $Uber Tech(UBER.US) reported its first quarterly results of 2026 in the US pre-market on May 6. The quarter was solid, with gross bookings and Adj. EBITDA both beating estimates. Growth momentum and margin expansion remained strong.The company also guided next-quarter gross bookings and adjusted profit above consensus. With the stock having pulled back sharply on perceived autonomous-driving threats, this solid print deserves credit...

DiDi

UBER: In-line; Robotaxi Risk Lingers

Palantir

PLTR

$Palantir Tech(PLTR.US) Q1 results were solid overall. While a run of strong prints has digested some of the valuation premium, two blemishes — softer-than-expected US commercial revenue and order volatility alongside a slower growth trajectory in the guide — together with the AI narrative, dampened near-term risk appetite and left the post-earnings reaction muted.Specifically: 1) Guide raised, but growth set to slow? Q1 revenue continued to accelerate, up 85%.Mgmt. guides Q2 revenue growth of ~79%, and lifted FY revenue to over 7.6 bn (+71% YoY)...

Palantir Tech

PLTR: Software doom narrative surges — is the top cult stock starting to crack?

New Oriental

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$New Oriental EDU &amp; Tech(EDU.US) released FY26 Q3 results pre-mkt on Apr 22 (Beijing time), covering part of the fall semester and the winter break from Dec 2025 to Feb 2026. Results and guidance were solid, but after the company's preview, Street estimates had already been revised up over the past month. By line item, East Buy is likely to come in better, while expectations for the core education biz look largely priced in by the market...

NEW ORIENTAL-S

New Oriental EDU & Tech

EAST BUY

EDU: Study-Abroad Stumble, Enrichment Profits; Steadies Again

Today’s Key News Recap

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Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

CATL

NVIDIA

Micron Tech

CATL HK SDR 30to1

XL2CSOPHYNIX

DeepSeek

Samsung Electronics 

CHINA MOBILE

CHINA MOBILE-R

CN Mobile HK SDR 5to1

China Mobile

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

Strategy Report

BIGGQ

By end-Q1 2026, risk appetite has shifted sharply from the AI asset frenzy of 2025, driven by early-year moves by Trump, rapid progress in AI, and changes in USD liquidity. But how much of this is a short-term repricing of war risk versus a deliberate realignment with long-term trends?After a rapid style rotation, what are the investable opportunities in 2026? In this strategy weekly, Dolphin Research offers a brief take.1) 2026: What is the ultimate trade? As the year began, the market had yet to come down from the AI leaderboard race...

BIG LOTS INC

S&P 500

Trump’s return to office is not far off. Risk appetite can start to recover

TSLA

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GOOG

GOOGL

Who has the winning power-delivery solution for AI data centers?

Energizer

Tesla

System1

SYSTEM1 INC C/WTS 27/01/2027 (TO PUR COM)

Alphabet - C

Alphabet

AI’s Hard Limit: Compute Boom Meets a Power Crunch; Gas Turbines the Hidden Boss?

SONY

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Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...

Sony

Sony Group Corporation

TM ADR US

Toyota Motor

Toyota

Blackstone

Taiwan Semiconductor

Sungrow Power Supply

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Bilibili

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Xiaomi HK SDR 2to1

Xiaomi Corporation

HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap

Micron

Below is Dolphin Research's Trans of the $Micron Tech(MU.US) FY26 Q2 earnings call.For our earnings take, see 'Micron (MU): AI-fueled memory surge — can it break the cycle?'Key management highlights: 1) Industry outlook: industry DRAM bit shipments in 2026 are expected to grow in the low-20% range (approx. 22%)...

MU (Trans): Customer demand commitments unchanged; signs first 5-yr partnership agreement---

Bio-Techne Director Amy E. Herr Sells Shares

April McClain Delaney Sells Bio-Techne Corp Stock

Bio-Techne released FY2026 9 Months Earnings on May 6 Pre-Market EST, with actual revenue of USD 893.85 M and EPS of USD 0.8

Bio-Techne released FY2026 Q3 earnings on May 6 Pre-Market (EST), actual revenue USD 311.42 M (forecast USD 316.06 M), actual EPS USD 0.32 (forecast USD 0.364)

Bio-Techne Misses Revenue Expectations in Fiscal Q3

Bio-Techne to Release FY2026 Q3 Earnings on May 6 Pre-Market EST, Forecast Revenue USD 316.06 M, EPS USD 0.364

Bio-Techne Reorganizes Brand Structure to Meet Customer Needs

JPMorgan Cuts Stake in Bio-Techne

Mairs & Power Inc. Increases Stake in Bio-Techne Corp

Bio-Techne Reports Exceeding Expected Quarterly Earnings

Bio-Techne Corp's Ella Desktop Immunoassay Platform Gains CE-IVD Certification and Launch in EU

Bio-Techne Ella Desktop Immunoassay Platform Obtains CE-IVD Certification

Bio-Techne Aims for Mid-Single-Digit Growth and Expanding Margins in FY 2026

Bio-Techne Shares Rise as It Reports Exceeding-Estimates Earnings

Bio-Techne released FY2026 Q2 earnings on February 4 Pre-Market (EST), actual revenue USD 295.88 M (forecast USD 290.47 M), actual EPS USD 0.24 (forecast USD 0.26)

Bio-Techne released FY2026 Semi-Annual earnings on February 4 Pre-Market (EST), actual revenue USD 582.43 M, actual EPS USD 0.4893

Bio-Techne Reports Q2 Revenue Above Estimates

Bio-Techne Launches Cultrex™ Synthetic Hydrogel

Bio-Techne to Release FY2026 Q2 Earnings on February 4, Pre-Market EST; Forecast Revenue USD 290.47 M, EPS USD 0.26

Bio-Techne Releases Corporate Profile and Financial Highlights for Fiscal 2025

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Bio-Techne Corp. (TECH) shares rose 2.34% to $45.47 on a weak trading day for the market, outperforming competitors like Amgen Inc. and Charles River Laboratories. The stock remains 36.99% below its 52-week high of $72.16. Trading volume reached 3.4 million, surpassing the 50-day average of 2.6 million.

MarketWatch Automated

Dow Jones Industrial Average

Amgen

Charles River Laboratorie

BioMarin Pharma

Factset Research

Bio-Techne Corp. Stock Outperforms Competitors On Strong Trading Day

Accenture PLC Cl A (ACN) shares rose 5.17% to $177.55 on a mixed trading day, marking its third consecutive gain. The stock remains 45.01% below its 52-week high of $322.86. Competitors IBM, ADP, and CTSH also saw gains, with trading volume at 5.4 million, below the 50-day average of 6.6 million.

Accenture

Automatic Data Process

Cognizant Tech Solutions

Accenture PLC Cl A Stock Outperforms Competitors On Strong Trading Day

Bio-Techne (TECH) director Amy E. Herr sold 6,636 shares for $320,386 on May 12, 2026, raising concerns among investors. Following a weak fiscal Q3 report, analysts from multiple firms adjusted their target prices, reflecting slower organic growth and a cautious outlook. Despite maintaining overall ratings, the stock is under pressure due to mixed performance. Spark's AI Analyst rates TECH as Neutral, highlighting strong financial resilience but bearish technicals and a high valuation. Year-to-date, the stock has declined by 19.26%, with a current market cap of $7.57B.

Tip Ranks

Deutsche Bank AG

Stifel Financial

Evercore

Citigroup

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Bio-Techne Insider Move: Major Director Stock Sale Raises Eyebrows on Wall Street

Bio-Techne Corp. (TECH) shares fell 1.94% to $47.42 on Monday, marking its second consecutive day of losses, despite a positive trading session for the overall market. The stock is currently 34.28% below its 52-week high of $72.16. Competitors Amgen Inc., Charles River Laboratories, and BioMarin Pharmaceutical also experienced declines. Trading volume reached 2.7 million, surpassing the 50-day average of 2.5 million.

Bio-Techne Corp. Stock Underperforms Monday When Compared To Competitors

Bio-Techne(TECH.US)

Bio-Techne Corp. Stock Outperforms Competitors On Strong Trading Day

HSAI (Trans): SGI biz to match LiDAR scale in 5 yrs

Accenture PLC Cl A Stock Outperforms Competitors On Strong Trading Day

Bio-Techne Insider Move: Major Director Stock Sale Raises Eyebrows on Wall Street

Bio-Techne Corp. Stock Underperforms Monday When Compared To Competitors

Bio-Techne Corp. Stock Underperforms Friday When Compared To Competitors

Rep. April McClain Delaney Sells Bio-Techne Corp (NASDAQ:TECH) Shares

Bio-Techne Q3 Earnings Call Highlights

Bio-Techne (NASDAQ:TECH) Shares Down 10.8% on Disappointing Earnings