OLED Q1 earnings and revenues miss as weak demand, mix shifts and lower volumes weigh, prompting a 2026 revenue outlook cut amid uncertainty.
Shares in Amsterdam fell more than 7% and the stock has fallen about 30% over the past 12 months.
Universal Music Group N.V. (UNVGY) Q1 2026 Earnings Call Transcript
The music company behind Lady Gaga and Taylor Swift said revenue for the three months to the end of March grew 8.1% on year at constant currency to 2.90 billion.
In mid-2024, I laid out the bull case for Universal Electronics, a remote control company in the midst of a turnaround. While the stock has fallen by more than 50%, it is arguably a stronger deep value play today than it was more than eighteen months ago. Shares trade at a steep discount to peers, and it may not take much in terms of improved results to drive a rebound.
UHS heads into Q1 earnings with acute care and behavioral health growth, but rising labor and supply costs could cloud the outlook.
Universal Health Services (UHS) trades at a decade-low valuation despite strong EPS growth and robust capital returns. UHS guides for 2026 revenue, EBITDA, and EPS growth of 7%, 5%, and 9% at the midpoint, outpacing peer HCA. Key risks include ACA subsidy expirations and Medicaid reimbursement cuts, but downside appears priced in at current levels.
Pershing Square Capital Management made an offer that values the record label behind Taylor Swift at about $64 billion.
Pershing Square has proposed a merger to address the stock's “underperformance.”
Bill Ackman's Pershing Square has proposed a cash-and-shares deal to acquire the world's largest music company, Universal Music Group (AEX:UMG), aiming to shift its primary listing to New York. Under the proposal, UMG shareholders would receive €9.4 billion in cash and 0.77 shares in the new entity for each share held.
The new entity would become a Nevada corporation and listed on the New York Stock Exchange, Ackman's Pershing Square said.
Bill Ackman's Pershing Square said Universal Music's stock price has "languished" due to a range of issues that can be addressed with the merger. In this article PSH-NL