Stonegate, Inc. News Releases

Stonegate Updates Coverage on Burcon Nutrascience Corporation (BU) 1Q27

Thu, 13 Aug 2026 19:57:00 -0400

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...

Stonegate Capital Partners Updates Coverage on NeOnc Technologies Holdings, Inc. (NTHI) 2Q26

Thu, 13 Aug 2026 16:18:00 -0400

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...

Stonegate Updates Coverage on SES AI Corp. (SES) 2Q26

Wed, 12 Aug 2026 19:34:00 -0400

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...

Stonegate Capital Partners Updates Coverage on NU Skin Enterprises Inc. (NUS) 2Q26

Tue, 11 Aug 2026 16:24:00 -0400

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...

Stonegate Capital Partners Updates Coverage on OppFi, Inc. (OPFI) 2Q26

Tue, 11 Aug 2026 16:14:00 -0400

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...

Stonegate Capital Partners Updates Coverage On Surf Air Mobility Inc. (SRFM) 2Q26

Tue, 11 Aug 2026 16:13:00 -0400

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...

Stonegate Capital Partners Updates Coverage on Park-Ohio Holdings Corp. (PKOH) 2Q26

Mon, 10 Aug 2026 10:13:00 -0400

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...

Stonegate Capital Partners Updates Coverage on Information Services Group, Inc. (III) 2Q26

Mon, 10 Aug 2026 10:11:00 -0400

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...

Stonegate Capital Partners Updates Coverage on Aemetis Inc. (AMTX) 2Q26

Mon, 10 Aug 2026 10:08:00 -0400

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...

Stonegate Capital Partners Updates Coverage on Civeo Corporation (CVEO) 2Q26

Fri, 31 Jul 2026 10:32:00 -0400

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...