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Diamond Hill Capital Management Mid Cap Strategy Q1 2026 Drivers And Decisions

Thu, 05/07/2026 - 23:15

LTC targets $600M SHOP acquisitions as SHOP mix is projected at 45% of investments and 40% of NOI by year-end

Thu, 05/07/2026 - 23:12

El Pollo Loco projects 2026 adjusted EBITDA of $67.5M-$69.5M while targeting 2%-4% comp growth

Thu, 05/07/2026 - 23:12

N-able outlines $167M-$171M 2026 adjusted EBITDA with focus on AI-led automation and back-half ARR ramp

Thu, 05/07/2026 - 23:12

Monster signals modest sequential cost increases through end of 2026 as SAP S/4HANA go-live targets Jan. 1, 2028

Thu, 05/07/2026 - 22:34

Ginkgo outlines $125M-$150M 2026 cash burn guidance while expanding Nebula to 103 racks

Thu, 05/07/2026 - 22:33

Vericel forecasts $326M-$336M 2026 revenue as BARDA-backed NexoBrid procurement begins in H2

Thu, 05/07/2026 - 22:32

Diodes expects Q2 revenue of about $435M and non-GAAP EPS of $0.60, driven by automotive, industrial and AI server demand

Thu, 05/07/2026 - 22:32

NuScale anticipates TVA PPA later this year while advancing 6 GW ENTRA1 program

Thu, 05/07/2026 - 22:32

Delcath outlines at least $100M 2026 revenue as it targets 37 active centers by year-end

Thu, 05/07/2026 - 22:32

Diamond Hill Mid Cap Strategy Q1 2026 Commentary

Thu, 05/07/2026 - 22:30

Profound outlines ~$25M 2026 revenue, anticipates FDA clearance for Siemens Free integration by year-end

Thu, 05/07/2026 - 22:22

Allient outlines $12M-$15M FY2026 CapEx while aiming to complete Dothan transition by end of Q3

Thu, 05/07/2026 - 22:12

Phibro outlines FY2026 net sales of $1.46B-$1.5B as adjusted EBITDA guidance moves to $247M-$255M

Thu, 05/07/2026 - 22:12

Magnolia targets ~5% 2026 production growth while closing $155M in bolt-on acquisitions

Thu, 05/07/2026 - 22:12

Arrowhead anticipates SHASTA-3/4 topline in Q3 while planning an SHTG sNDA before end of 2026

Thu, 05/07/2026 - 22:12

Fairlight Alpha Fund LP Q1 2026 Letter

Thu, 05/07/2026 - 22:10

Stride: Career Learning Growth Engine With A Margin Tailwind

Thu, 05/07/2026 - 22:06

Celsius Holdings: Evolving Into An Energy Drink Titan Faster Than Expected

Thu, 05/07/2026 - 22:06

PennyMac Mortgage Investment Trust: Assessing Recent Q1 And The Impact On Bonds

Thu, 05/07/2026 - 22:04

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