Stonegate Updates Coverage on Burcon Nutrascience Corporation (BU) 1Q27
Dallas, Texas--(Newsfile Corp. - August 13, 2026) - Burcon Nutrascience Corporation (TSX: BU): Stonegate Capital Partners updates their coverage on Burcon Nutrascience Corporation (TSX: BU). Burcon's 1Q27 results reinforce the transition from technology validation to commercial execution. Revenue increased 54% q/q and 273% y/y to $1.28M, active buying customers reached 40 from 30+ previously, and repeat purchasing continues to build. Importantly, the $1.76M inventory write-down masked a much...
2026-08-13 7:57 PM EDT
Stonegate Capital Partners Updates Coverage on NeOnc Technologies Holdings, Inc. (NTHI) 2Q26
Dallas, Texas--(Newsfile Corp. - August 13, 2026) - NeOnc Technologies Holdings, Inc. (NASDAQ: NTHI). Stonegate Capital Partners Updates Coverage on NeOnc Technologies Holdings, Inc. (NASDAQ: NTHI). 2Q26 meaningfully improves the clinical setup for NTHI, with NEO100 delivering a positive Phase 2a readout and NEO212 gaining regulatory clarity. NEO100 met its primary endpoint with six-month PFS of 48.9% by RANO 2.0 using Kaplan-Meier estimation versus a pre-specified 20% benchmark (p=0.0047),...
2026-08-13 4:18 PM EDT
Stonegate Updates Coverage on SES AI Corp. (SES) 2Q26
Dallas, Texas--(Newsfile Corp. - August 12, 2026) - SES AI Corp. (NYSE: SES): Stonegate Capital Partners Updates Coverage on SES AI Corp. (NYSE: SES). SES' 2Q26 update improves the commercialization setup despite lower sequential revenue, as the quarter provided clearer evidence that the company's broader commercial strategy is beginning to take hold. The headline miss was modest, but the underlying read-through was better: all four product lines contributed, Sol-Ark certification expands UZ...
2026-08-12 7:34 PM EDT
Stonegate Capital Partners Updates Coverage on NU Skin Enterprises Inc. (NUS) 2Q26
Dallas, Texas--(Newsfile Corp. - August 11, 2026) - NU Skin Enterprises Inc. (NYSE: NUS): Stonegate Capital Partners updates their coverage on NU Skin Enterprises Inc. (NYSE: NUS). NUS reported revenue, adj NI, and adj EPS of $320.1M, $10.0M, and $0.20, respectively. This compares to our estimates of $345.2M, $10.3M, and $0.20, respectively. GAAP EPS was $(5.14), primarily reflecting a $78.9M non-cash goodwill impairment, which was largely a GAAP accounting item, and a $167.5M deferred-tax...
2026-08-11 4:24 PM EDT
Stonegate Capital Partners Updates Coverage on OppFi, Inc. (OPFI) 2Q26
Dallas, Texas--(Newsfile Corp. - August 11, 2026) - OppFi, Inc. (NYSE: OPFI): Stonegate Capital Partners Updates Coverage on OppFi (NYSE: OPFI). OppFi's 2Q26 results weaken the near-term earnings outlook but do not change the longer-term thesis. The FY26 reset reflects delayed LOC and LOLA-related initiatives alongside macro pressure on consumer affordability, with management deliberately pacing product rollout and underwriting rather than pursuing volume at the expense of credit quality....
2026-08-11 4:14 PM EDT
Stonegate Capital Partners Updates Coverage On Surf Air Mobility Inc. (SRFM) 2Q26
Dallas, Texas--(Newsfile Corp. - August 11, 2026) - Surf Air Mobility Inc. (NYSE: SRFM): Stonegate Capital Partners Updates Coverage on Surf Air Mobility Inc. (NYSE: SRFM). SRFM's 2Q26 results improved the forward setup, with revenue at the high end of guidance despite elevated fuel costs and Hawaii weather disruption, while the first SurfOS enterprise contract advanced commercialization. Revenue increased 8% y/y and 15% q/q to $29.5M, versus guidance of $27M-$30M, while adjusted EBITDA loss...
2026-08-11 4:13 PM EDT
Stonegate Capital Partners Updates Coverage on Park-Ohio Holdings Corp. (PKOH) 2Q26
Dallas, Texas--(Newsfile Corp. - August 10, 2026) - Park-Ohio Holdings Corp. (NASDAQ: PKOH): Stonegate Capital Partners Updates Coverage on Park-Ohio Holdings Corp. (NASDAQ: PKOH). PKOH's 2Q26 marked a clearer inflection in the portfolio, as wider demand and better Engineered Products execution shifted the growth mix toward higher margin, more durable businesses. Importantly, management raised FY26 guidance while retaining SSP's expected ~$0.50/share loss, suggesting the core portfolio is...
2026-08-10 10:13 AM EDT
Stonegate Capital Partners Updates Coverage on Information Services Group, Inc. (III) 2Q26
Dallas, Texas--(Newsfile Corp. - August 10, 2026) - Information Services Group, Inc. (NASDAQ: III): Stonegate Capital Partners Updates Coverage on Information Services Group, Inc. (NASDAQ: III). III's 2Q26 results improved the forward setup as revenue and adj. EBITDA exceeded guidance, AI-related revenue accelerated, and recurring revenue reached a record. The differentiated read-through is that AI is strengthening both sides of ISG's earnings model, generating demand across governance,...
2026-08-10 10:11 AM EDT
Stonegate Capital Partners Updates Coverage on Aemetis Inc. (AMTX) 2Q26
Dallas, Texas--(Newsfile Corp. - August 10, 2026) - Aemetis Inc. (NASDAQ: AMTX): Stonegate Capital Partners Updates Coverage on Aemetis Inc. (NASDAQ: AMTX). Aemetis' 2Q26 results made the operating inflection visible, as quarterly 45Z recognition, higher RNG production, and improved ethanol economics drove positive operating income and adj. EBITDA despite India OMC tender timing. Revenue increased 20% y/y and 15% q/q to $62.7M, below $68.6M consensus, while our normalized EPS estimate of...
2026-08-10 10:08 AM EDT
Stonegate Capital Partners Updates Coverage on Civeo Corporation (CVEO) 2Q26
Dallas, Texas--(Newsfile Corp. - July 31, 2026) - Civeo Corporation (NYSE: CVEO): Stonegate Capital Partners Updates Coverage on Civeo Corporation (NYSE: CVEO). CVEO reported revenue and adj EBITDA of $180.0M and $23.8M, versus our estimates of $173.1M and $21.3M and consensus revenue of $172.2M. Net loss improved to $2.5M from $3.3M, operating cash flow of $11.6M versus $(2.3)M confirmed the 1Q outflow was seasonal, and capex of $3.7M remained maintenance related. The y/y decline in Adj....
2026-07-31 10:32 AM EDT
Stonegate Initiates Coverage on HyOrc Corporation (HYOR)
Dallas, Texas--(Newsfile Corp. - July 29, 2026) - HyOrc Corporation (OTCQB: HYOR): Stonegate Capital Partners Initiates Coverage on HYOR. HyOrc is focused on converting refuse-derived fuel, or RDF, into green methanol. The Company's process is designed to turn prepared municipal and industrial waste into synthesis gas, clean and condition that gas, and convert it into methanol through a catalytic synthesis process. We view the core equity story as less about broad clean-tech exposure today...
2026-07-29 4:09 PM EDT
Stonegate Capital Partners Initiates Coverage on Xperi Inc. (XPER)
Dallas, Texas--(Newsfile Corp. - July 20, 2026) - Xperi Inc. (NYSE: XPER): Stonegate Capital Partners Initiates Coverage on Xperi Inc. (NYSE: XPER). Xperi's 1Q26 results increased confidence that its earnings inflection is underway. Topline benefited from earlier contract signings in Consumer Electronics and Connected Car, but the more meaningful change was the cost base as adjusted operating expense fell 14%, lifting adjusted EBITDA margin to 22.1% from 14.4%. Management said first-quarter...
2026-07-20 9:52 AM EDT
Stonegate Capital Partners Initiates Coverage on Aebi Schmidt Holding AG (AEBI)
Dallas, Texas--(Newsfile Corp. - July 9, 2026) - Aebi Schmidt Holding AG (NASDAQ: AEBI): Stonegate Capital Partners Initiates Coverage on Aebi Schmidt Holding AG (NASDAQ: AEBI). AEBI's 1Q26 sales line was muted, but not because demand softened. Reported sales were $456M, roughly flat on the Company's combined basis, while like-for-like sales increased 7% excluding Blue Arc. The quarter followed AEBI's normal seasonal cadence, with order intake up 9% to $508M and backlog reaching $1.26B, up...
2026-07-09 9:51 AM EDT
Stonegate Updates Coverage on Burcon Nutrascience Corporation (BU) 4Q26
Dallas, Texas--(Newsfile Corp. - June 26, 2026) - Burcon Nutrascience Corporation (TSX: BU): Stonegate Capital Partners updates their coverage on Burcon Nutrascience Corporation (TSX: BU). Burcon has moved from commissioning and into early utilization, with growing customer volume setting up better fixed-cost absorption at Galesburg. The Company completed commissioning and launched commercial production across Peazazz pea protein, Puratein C canola protein, and FavaPro fava protein in FY26....
2026-06-26 4:20 PM EDT
Stonegate Capital Partners Updates Coverage on American Tungsten Corp. (TUNG)
Dallas, Texas--(Newsfile Corp. - June 4, 2026) - American Tungsten Corp. (TSXV: TUNG): Stonegate Capital Partners updates coverage on American Tungsten Corp. American Tungsten's capital position and operating cadence have improved materially as it advances IMA. As of March 31, 2026, the Company reported C$51.1M of cash, C$52.5M of total assets, and C$51.0M of shareholders' equity, following the March 2026 C$40.0M bought-deal financing. Q1 2026 net loss was C$5.8M, primarily reflecting C$4.8M...
2026-06-04 5:02 PM EDT
Stonegate Capital Partners Updates Coverage on Cingulate Inc. (CING) 1Q26
Dallas, Texas--(Newsfile Corp. - June 4, 2026) - Cingulate Inc. (NASDAQ: CING): Stonegate Capital Partners updates coverage on Cingulate Inc. (NASDAQ: CING). Cingulate's latest update shifts the near-term CTx-1301 setup from a PDUFA driven approval event to a CMC-driven resubmission process, while leaving the core product thesis intact based on the information disclosed. The FDA issued a Complete Response Letter for the CTx-1301 NDA focused on specific CMC information requests, with no...
2026-06-04 4:48 PM EDT
Stonegate Initiates Coverage on SES AI Corp. (SES)
Dallas, Texas--(Newsfile Corp. - June 2, 2026) - SES AI Corp. (NYSE: SES): Stonegate Capital Partners Initiates Coverage on SES AI Corp. (NYSE: SES). SES' 1Q26 update further shifts the story from EV battery development toward a commercialization model led by ESS, with drone cells, materials, and Molecular Universe adding clearer 2H26/2027 revenue paths. Revenue beat expectations, though Q1 benefited from ~$1.5M of 4Q25 revenue shifting into the period, so the better read is not run-rate...
2026-06-02 9:46 AM EDT
Stonegate Initiates Coverage on Postal Realty Trust Inc. (PSTL)
Dallas, Texas--(Newsfile Corp. - June 1, 2026) - Initiates Coverage on Postal Realty Trust Inc. (NYSE: PSTL): Stonegate Capital Partners Initiates Coverage on Postal Realty Trust Inc. (NYSE: PSTL). PSTL's 1Q26 update improved the setup by increasing forward revenue visibility and accelerating acquisition capacity at the same time. In our view, the thesis is becoming easier to underwrite, as the lease platform is producing clearer internal growth through mark-to-market resets and escalators,...
2026-06-01 12:30 PM EDT
Stonegate Initiates Coverage on Creative Media & Trust Corp. (CMCT)
Dallas, Texas--(Newsfile Corp. - June 1, 2026) - Initiates Coverage on Creative Media & Trust Corp. (NASDAQ: CMCT): Stonegate Capital Partners Initiates Coverage on Creative Media & Trust Corp. (NASDAQ: CMCT). CMCT's 1Q26 update shifts the story from balance sheet repair to FFO conversion. Reported results remained noisy given the late-quarter preferred redemption, but the Company has now redeemed $396.2M of preferred stock since September 2024, sold First Western, retired its recourse credit...
2026-06-01 9:37 AM EDT
Stonegate Initiates Coverage on Nine Energy Services, Inc. (NINE)
Dallas, Texas--(Newsfile Corp. - May 18, 2026) - Nine Energy Services (NYSE: NINE): Stonegate Capital Partners Initiatiates Coverage on Nine Energy Services (NYSE: NINE). NINE's 1Q26 print marked an important transition quarter as the Company emerged from bankruptcy and reset its financial foundation. GAAP comparability was limited by Chapter 11 emergence and fresh-start accounting, while adjusted EBITDA was burdened by severe January/February weather and a $5.5M non-cash inventory write-down...
2026-05-18 12:56 PM EDT