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2026-09-17 · 2026-09 / week-3

ELMT Prices Tungsten Optionality Before Production

Summary: The Elmet Group's September 14 disclosure is unusually concrete for a newly listed critical-materials company: $200 million of Department of War preferred funding has closed, a DLA agreement sets a $150 million ...

2026-09-17 · 2026-09 / week-3

Lennar Reports the Housing Slowdown, Then Buys the Dip

Summary: Lennar's fiscal Q3 revenue fell 6%, new orders fell 9%, deliveries fell 3%, and home-sale gross margin fell to 15.8% from 17.5%. Financial Services operating earnings also fell to $129 million. Yet Lennar repurc...

2026-09-17 · 2026-09 / week-3

USA Rare Earth breaks ground, but construction is not production

Summary: USA Rare Earth broke ground on a planned $1.2 billion South Carolina rare-earth metal and magnet facility targeting 2028 commissioning. The project could anchor a Western mine-to-magnet chain, but construction, ...

2026-09-16 · 2026-09 / week-3

Trip.com Removes the Fine, Not the Margin Problem

Summary: Trip.com Group's second-quarter revenue rose 6% year over year and international-platform revenue grew more than 50%, but transportation revenue fell 1% year over year and 12% sequentially, sales and marketing e...

2026-09-16 · 2026-09 / week-3

Evolution Petroleum Beats the Quarter, Not the Per-Share Test

Summary: Evolution Petroleum's fiscal Q4 revenue rose 15% year over year to $24.2 million and adjusted EBITDA more than doubled sequentially to $6.5 million, but production fell 4% year over year, adjusted net income was...

2026-09-15 · 2026-09 / week-3

Vera Bradley Prices a Turnaround After a Tariff-Refund Quarter

Summary: Vera Bradley's fiscal Q2 revenue rose only 1.1% to $71.6 million, but direct comparable sales rose 9.2%, GAAP net income turned to $4.5 million, and cash reached $34.2 million with no debt. The headline gross ma...

2026-09-15 · 2026-09 / week-3

PLAY Prices a Recovery While Q2 EBITDA Falls

Summary: Dave & Buster's reported fiscal Q2 revenue down 2.4%, comparable sales down 2.9%, a $12.5 million net loss, and adjusted EBITDA down to $98.9 million from $129.8 million. The regular-session close was $8.47 on S...

2026-09-14 · 2026-09 / week-2

Dave & Buster's Prices a Turnaround Before the Q2 Comp Test

Summary: Dave & Buster's reports fiscal Q2 after the September 14 close. The prior fiscal year saw comparable sales fall 5.0% and adjusted EBITDA margin contract to 20.8%, while Q1 FY26 revenue fell 1.5%. A new CEO and r...