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The Oncology Institute, Inc. (TOI) – 1Q26 Results Show Strong Revenue Growth With Increasing Financial Leverage

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Friday, May 08, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

1Q26 Reported Strong Growth In Revenues. The Oncology Institute reported a net loss of $2.5 million or $(0.02) per share. Total Revenues of $147.4 million met our expectations with 41% growth over 1Q25. On the quarterly conference call, the company raised Free Cash Flow guidance to a range of $5 million to $15 million from the previous range of $(15) million to $5 million. Cash on March 31, 2026, was $30.3 million.

Financial Measures Showed Strong Growth Over 1Q25. TOI continues to show strong increases in the number of covered lives, leading to both year-over-year and sequential quarterly increases in revenues. Increased volume in Dispensary Services resulted in revenue of $87.5 million, representing 78% growth over 1Q25, while Patient Services revenues of $59.1 million showed 11% growth over 1Q25.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Saga Communications (SGA) – Digital Investments Take A Toll

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Friday, May 08, 2026

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q1 results. The company reported Q1 revenue of $22.9 million and adj. EBITDA loss of $1.6 million below our estimates of $24 million and a loss of $0.8 million, respectively, as illustrated in Figure #1 Q1 Results. Results were impacted by softness in traditional broadcast revenue, while digital Interactive revenue remained a bright spot, increasing 25% y-o-y.

Digital growth. The company continued to implement its blended digital-radio strategy, integrating broadcast and digital solutions to enhance advertiser engagement and retention. Total Interactive revenue reached $4.4 million, an increase of 25.2% year over year. This expansion was driven by triple-digit gains in high-margin segments, specifically search (up 105%) and targeted display (up 120%)


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Gyre Therapeutics, Inc (GYRE) – Gyre Reports 1Q26 With Completion of Cullgen Acquisition

Posted on by [email protected]


Friday, May 08, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Cullgen Acquisition Has Been Completed. Gyre Therapeutics reported a 1Q26 loss of $9.9 million or $(0.11) per share, consistent with our expectations for a transition year between maturing products and the introduction of Hydronidone. Importantly, the company completed the acquisition of Cullgen, a private company with protein targeting and degradation technologies. This acquisition expands the company’s technology and pipeline beyond fibrosis. Cash and equivalents on March 31, 2026, was $79.2 million.

The Hydronidone NDA Has Been Submitted. Gyre completed the NDA submission for Hydronidone, its pirfenidone derivative, for the treatment of chronic hepatitis B (CHB)-associated liver fibrosis. In March, Hydronidone was awarded Priority Review by the Center for Drug Evaluation (CDE, a division of China’s National Medical Products Administration or NMPA). This was in recognition of its efficacy and potential impact on patient outcomes. The NDA is currently under review for completeness, with acceptance of the filing expected in 2Q26.


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The Beachbody Company (BODI) – Coming To A Store Near You

Posted on by [email protected]


Friday, May 08, 2026

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Retail distribution. On May 7, the company announced additional details regarding the initial phase of its retail distribution strategy for Shakeology, which is scheduled to launch in more than 80 Sprouts Farmers Market locations on May 18. Notably, the company secured a strategic partnership with KeHE Distributors, a national distributor specializing in organic, fresh, and specialty products, with distribution spanning more than 30,000 retail locations.

Details. For its initial rollout in the retail market, the company will be selling a convenient seven-serving bag of Shakeology for the first time. The seven-serving bag is priced at  $34.99 and available in four flavors. Additionally, each Shakeology purchase also includes access to BODi’s digital fitness platform, supporting the company’s cross-over strategy. While Shakeology has never been sold in retail locations, it has generated more than $4 billion in direct-to-consumer sales and delivered more than 1 billion servings since its release in 2009.


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E.W. Scripps (SSP) – Transformation Gains Momentum

Posted on by [email protected]


Friday, May 08, 2026

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q1 results in line with expectations. The company reported Q1 revenue of $517 million, down 1.4% year-over-year, while reporting a loss attributable to shareholders of $(18) million, or $(0.20) per share. Figure #1 Q1 2026 Results highlights that our revenue estimate was $518.6 million. Importantly, Local Media trends remained favorable, benefiting from strong sports advertising demand, the Winter Olympics, and the Super Bowl.

Local Media remains a bright spot. Adjusted combined Local Media revenue increased 5.8% to $331 million, while core advertising revenue increased a healthy 7% to $137 million. Segment profit improved to $43.7 million from $32.3 million in the prior-year period despite modest expense growth.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Comstock (LODE) – First Quarter 2026 Review and Outlook

Posted on by [email protected]


Friday, May 08, 2026

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Advancing Commercialization. Comstock continued to advance the commercialization of its solar panel recycling platform during the first quarter of 2026. The Company substantially completed installation of major equipment at its first industry-scale recycling facility in Silver Springs, Nevada, and continued commissioning activities ahead of expected operations in the second quarter.

Improved Financial Strength. Comstock significantly strengthened its balance sheet and liquidity through a successful oversubscribed equity offering. The Company ended the first quarter with approximately $53.0 million in cash and no remaining debt obligations. As of May 5, the company reported cash in the amount of $44.3 million.


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DLH Holdings (DLHC) – Post Call Commentary

Posted on by [email protected]


Friday, May 08, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Alignment. We believe DLH’s differentiated suite of data science and AI/ML technology applications, outstanding capabilities, and workforce alignment aligns exceptionally well to position the Company for work within its three strategic pillars: science, research and development, digital transformation and cybersecurity, and systems engineering and integration.

Funding Cycle. The fiscal 2026 budget cycle is now complete, and the 2027 outlook is coming into focus. The 2027 cycle appears to be favorable to DLH. Clients across the Company’s markets have increased funding capacity and improved budget visibility, which should allow for a steadily improving procurement environment.


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Codere Online (CDRO) – A Strong Start To The Year

Posted on by [email protected]


Friday, May 08, 2026

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q1 Results. The company reported Q1 revenue of €64.4 million and adj. EBITDA of €6.0 million, both of which surpassed our estimates of €59.0 million and €2.7 million, respectively, as illustrated in Figure #1 Q1 Results. Notably, revenue was up 13% YoY, driven by strong growth in Mexico and Spain, both of which increased average monthly users over the prior year period.

Favorable fundamentals. Notably, in Q1, the company benefited from strong activity in Mexico, which generated revenue of €34.6 million, up 13% YoY. The favorable performance in Mexico was supported by 98,000 average monthly users, up 20% YoY. Additionally, Spain performed strongly, with revenue growing 16% to €25.5 million and average monthly users reaching 59,000, up 13% YoY. On a consolidated basis, the company averaged 183,000 monthly active users, up 14% YoY.


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ONE Group Hospitality (STKS) – Building Momentum

Posted on by [email protected]


Friday, May 08, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Overview. During the first quarter of 2026, ONE Group Hospitality continued to show positive momentum. Total revenues grew year-over-year, and comparable sales were sequentially better than the previous quarter. ONE Group achieved positive comparable sales for the second quarter in a row at the flagship STK brand and saw substantial expansion in restaurant margins. Meanwhile, Benihana generated stable performance in the quarter. The Company is on track to complete five Grill Concepts conversions by year-end, with the initial Scottsdale conversion achieving a 4x return on investment.

1Q26 Results. Revenue increased 0.8% to $212.8 million but was below management’s original guidance of revenue in the $217-$221 million range, and our $218 million projection. Adjusted EBITDA came in at $28.8 million, up 12.1% y-o-y and above our $26.6 million estimate. Net income, pre-preferred stock expense, totaled $3.2 million, up from $975,000 a year ago and our $3.7 million estimate.


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Information Services Group (III) – A First Look at 1Q26 Results

Posted on by [email protected]


Friday, May 08, 2026

Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Overview. ISG delivered a strong first quarter, with revenue and adjusted EBITDA both at the top end of guidance. For the quarter, adjusted EBITDA margins expanded more than 100 basis points from the prior year. Revenue growth was driven primarily by Europe, up 25%, and recurring revenues, up 9%, as AI continues to be a tailwind for the Company.

1Q26 Results. ISG reported 1Q26 revenue of $61.2 million, up 2.7% y-o-y and above our $60.5 million estimate. Americas’ revenue of $39.8 million was down 3% y-o-y, Europe was up 25% to $17.3 million, and Asia Pacific was down 15% to $4.1 million. Adjusted EBITDA rose 11.8% y-o-y to $8.27 million, while the margin expanded to 13.5% from 12.4%. We were at $7.55 million and 12.5%. ISG reported net income of $2.7 million, up 83% y-o-y, and EPS of $0.05. Adjusted EPS was $0.09, up 17%. We were at $0.04 and $0.07, respectively.


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Century Lithium Corp. (CYDVF) – Significant Steps Forward

Posted on by [email protected]


Friday, May 08, 2026

Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Permitting Progress. Century Lithium announced significant progress in the federal permitting process for its wholly owned Angel Island Lithium Project in Nevada. The company submitted a Draft Mine Plan of Operations to the U.S. Bureau of Land Management and executed a Memorandum of Understanding with the agency to coordinate responsibilities during the National Environmental Policy Act review process. The submission marks an important milestone that advances the project toward a formal environmental analysis and broader regulatory review.

Next Steps. Century expects to receive initial feedback from the Bureau of Land Management within the next month as it works toward completion of the final Mine Plan of Operations. Angel Island has also been designated as a Transparency Project under the federal FAST 41 program, which supports streamlined permitting oversight. Alongside federal permitting efforts, Century Lithium continues to advance state and local permitting, engineering, infrastructure planning, and research initiatives aimed at improving project economics and attracting potential funding opportunities.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

1-800-Flowers.com (FLWS) – Early Traction on Margins Despite Top-Line Pressure

Posted on by [email protected]


Friday, May 08, 2026

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Q3 reflects cost discipline. Fiscal Q3 revenue declined 11.6% to $293.0 million, driven by disciplined marketing spend and traffic headwinds, particularly within Consumer Floral & Gifts. Despite the top-line decline, gross margin expanded 150 basis points to 33.2%, and adjusted EBITDA improved to a loss of $(31.2) million from $(34.9) million in the prior year period, reflecting early benefits from cost initiatives and pricing discipline

Underlying segment-level profitability. While demand remains pressured, profitability improved across key segments. Consumer Floral & Gifts delivered higher contribution margins despite revenue declines, and Gourmet Foods & Gift Baskets narrowed losses, reflecting better cost controls and operational efficiencies. These trends suggest that management’s focus on marketing efficiency, pricing discipline, and cost rationalization is beginning to gain traction.


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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Release – Conduent Identifies Over $18 Million In Finance and Procurement Savings Using GenAI-Powered FastCap

Posted on by [email protected]

May 07, 2026

FLORHAM PARK, N.J. — Conduent Incorporated (Nasdaq: CNDT), a global technology-driven business solutions and services company, identified more than $18 million in finance and procurement savings for clients in just six months through GenAI-powered solutions that were deployed last year.

FastCap®: Unlocking Rapid Savings and Root Causes

Historically, high labor costs and limited ROI made it difficult for organizations to uncover and manage many untapped savings. With the integration of GenAI and Agentic-AI, Conduent’s FastCap® Finance Analytics solution enhances contract and spend analytics to accelerate contract intake, verify compliance, and identify procurement savings and tariff-related exposures with greater speed and accuracy.

For example, with a global logistics provider, FastCap identified in six months:

  • $6 million from supplier optimization through spend forensics
  • $2 million in overspending identified with contract-to-spend compliance comparison using Agentic-AI
  • $7 million in overpayments beyond what the client’s Electronic Recording Process and other third-party tools had previously detected.

FastCap is built with a continuous analysis and feedback loop that strengthens Finance, Accounting and Procurement systems by identifying root causes, thereby preventing recurring issues and improving long-term outcomes.

Adding Control to Unmanaged Spend

Conduent deployed an Agentic AI‑powered autonomous sourcing platform to optimize procurement workflows and manage tail spend across 21 procurement categories for a global automaker. These categories typically include thousands of purchase orders averaging less than $1,000 each.

The platform autonomously identified suppliers, managed 43,000 bid requests, selected cost-effective options, and processed orders. Within four months, the system identified more than $3 million in savings. As adoption scales, additional significant savings are expected as more transactions flow through the autonomous sourcing engine.

Executive Perspective

“CFOs are under constant pressure to manage costs and unlock working capital in an increasingly complex business environment. Conduent is at the forefront of implementing GenAI and Agentic-AI solutions that deliver real benefits for financial teams,” said George Wehbe, President, Commercial Solutions at Conduent. “Clients using FastCap are transforming their financial processes by capturing significant savings faster, improving spend management, preventing leakage, and identifying the root causes of spend errors.”

About Conduent
Conduent delivers digital business solutions and services spanning the commercial, government and transportation spectrum – creating valuable outcomes for its clients and the millions of people who count on them. The Company leverages cloud computing, artificial intelligence, machine learning, automation and advanced analytics to deliver mission-critical solutions. Through a dedicated global team of approximately 51,000 associates, process expertise and advanced technologies, Conduent’s solutions and services digitally transform its clients’ operations to enhance customer experiences, improve performance, increase efficiencies and reduce costs. Conduent adds momentum to its clients’ missions in many ways including disbursing approximately $80 billion in government payments annually, enabling approximately 2.0 billion customer service interactions annually, empowering millions of employees through HR services every year and processing over 14 million tolling transactions every day. Learn more at www.conduent.com.

Note: To receive RSS news feeds, visit www.news.conduent.com. For open commentary, industry perspectives and views, visit https://x.com/Conduent, http://www.linkedin.com/company/Conduent or http://www.facebook.com/Conduent.

Trademarks
Conduent is a trademark of Conduent Incorporated in the United States and/or other countries. Other names may be trademarks of their respective owners.

Media Contacts

Sean Collins

Conduent

[email protected]

+1-310-497-9205

Joshua Overholt

Conduent

[email protected]