Drywall Distributor Sees Solid Quarter But Cracks 4% Lower

A consulting firm sailed past estimates with steady Q4 results, a construction supplier nailed its earnings beat despite modest expectations, and a solar stock is stumbling hard after Washington dimmed the lights on future subsidies. Read on to get the full breakdown.

EVs. Grid storage. Smartphones.

They all depend on lithium—and global demand is outpacing supply fast.

One NASDAQ-listed company is sitting on over 500 square kilometers of lithium-rich land, with a processing facility nearly operational.

Backed by $30 million in strategic investment and attention from top analysts, this emerging player is quietly positioning itself for a breakout.

It’s still early, but the window may not stay open for long.

Click here to discover this lithium opportunity before it goes mainstream.

Earnings:

Economic Reports:

On Behalf of First Majestic Silver

Silver is entering the second phase of its bull run—just like in 2011, when it surged 175% in 18 months.

While most companies are still waiting to scale, one silver producer is already delivering over 7 million silver-equivalent ounces per quarter, with annual output expected to hit 30–32 million.

They also operate a US-based mint, selling branded silver bars and coins directly to retail buyers—and keeping premiums most producers give away.

This isn’t speculation. It’s a vertically integrated producer built for the breakout.

Get the name and symbol before the silver squeeze intensifies.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

GMS Inc. (NYSE: GMS) reported stronger-than-expected earnings for the fourth quarter of fiscal 2025, delivering a much-needed rebound after a disappointing Q3.

For the quarter ending April 30, the company reported adjusted earnings of $1.29 per share, surpassing the $1.11 expected by analysts and more than doubling the $0.59 consensus estimate prior to the release. The prior quarter’s large miss, where earnings came in at -$0.55 per share, had cast a shadow over expectations heading into today’s results.

While revenue figures have not yet been disclosed, analysts had forecast Q4 sales of $1.30 billion, flat from Q3. Full-year revenue is also projected at $5.49 billion, with FY 2025 earnings estimated at $2.85 per share.

Shares are edging higher in early trading as investors digest the stronger profit performance and await a more detailed breakdown on revenue and margins.

Analyst sentiment remains cautiously optimistic, with an average 12-month price target of $83.33 and a consensus “Outperform” rating from brokerages. The stronger earnings print could help rebuild confidence following recent volatility.

However, despite the beat, shares are trading down 3.8% in premarket trading.

Korn Ferry (NYSE: KFY) reported fiscal fourth-quarter results that beat Wall Street expectations, underscoring steady demand in its consulting and talent acquisition segments despite macro uncertainty.

Revenue for the quarter came in at $719.8 million, comfortably above the $689.9 million consensus estimate from FactSet. Analysts had expected roughly flat growth year-over-year at $699 million, but Korn Ferry outpaced both its own guidance and broader sector trends.

The performance follows a quarter in which Korn Ferry had already posted a modest EPS beat and largely consistent sales.

Compared to peers in the HR and staffing segment, Korn Ferry’s results show stronger-than-expected momentum heading into the second half of the year, particularly as economic conditions remain mixed for professional services firms.

Shares are flat in early trading as investors wait for additional commentary on margins, backlog, and sector outlook during the earnings call.

With a solid track record of beating estimates and a 12-month price target of $78.50—about 16% above current levels—analysts remain cautiously optimistic on the stock’s path forward.

Shares are trading a modest 2.2% higher in premarket trading.

Sometimes, the most exciting opportunities are hiding in plain sight.

The numbers are clear, but the market hasn’t caught on yet.

This undervalued company is taking on a sector with unlimited potential: public safety. 

Their technology is already deployed across schools, hospitals, and corporate campuses, cutting crime rates and enhancing security.

And their subscription model is a game-changer, providing 24/7 service for as little as $0.75 per hour. That’s a fraction of the cost of traditional security services.

With a low float of just 6 million shares, their shares are tightly held, creating the perfect conditions for big moves.

Investor sentiment has been building steadily, with shares trending up since mid-October.

This is more than just a robotics company—it’s a leader in a sector ready to explode.

Discover the company now.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

First Solar Inc. (NASDAQ: FSLR) is under heavy pressure following a sharp legislative shift that could threaten a key pillar of the U.S. solar industry’s economics.

Shares plunged nearly 18% on Tuesday after the Senate Finance Committee released a draft proposal that accelerated the phaseout of solar and wind tax credits, reducing them to 60% by 2026 and eliminating them entirely by 2028. This contrasts with the current schedule, which extends support through 2032.

The proposed changes are part of a broader amendment to former President Trump’s “One Big, Beautiful Bill,” which passed the House narrowly and is now being reshaped in the Senate.

Analysts at Raymond James and Citi flagged the draft as more restrictive than anticipated, calling it a disappointment for both residential and utility-scale solar developers.

Compounding the industry’s concerns, the bill would extend tax incentives for hydro, nuclear, and geothermal projects through 2036, increasing the policy gap between clean energy sub-sectors.

First Solar, known for its utility-scale solar solutions and domestic manufacturing capacity, may weather the shift better than some of its peers, but the market reaction suggests that investors are pricing in prolonged policy uncertainty and weaker industry economics.

In premarket trading on Wednesday, FSLR remains volatile following Tuesday’s sharp drop.

SSR Mining is a mid-cap precious metals producer with diversified operations across the U.S., Turkey, Canada, and Argentina. The company has seen its market value soar nearly 146% over the past year, now standing at approximately $2.6 billion.

Shares are trading about 3.6% higher in premarket hours. The move comes after the company delivered a solid Q1 earnings beat, earning $0.29 per share, $0.03 above estimates, and reported strong cash flow and debt reduction.

Lumentum designs optical and photonic products used in telecom networks and data centers. The company has benefited from demand tied to AI infrastructure and recently reported positive updates that pushed its technical breakout higher.

Shares are up nearly 4.7% in premarket trading following upbeat guidance and a string of bullish analyst upgrades, driven by AI-related tailwinds and improved gross margin expectations.

TG Therapeutics focuses on treatments for B-cell diseases. Sales of its lead therapy, BRIUMVI, jumped 137% year-over-year in Q1, and the company raised its full-year guidance, reflecting continued market share growth.

Shares are trading up around 4.7% in premarket hours on optimism around BRIUMVI’s growth trajectory and upcoming trial data presentations expected later this year.

Lithium is no longer optional—it’s critical. Governments, automakers, and institutions are in a race to secure it.

And one under-the-radar company is already steps ahead, with one of the largest exploration footprints in its class and a processing plant on the way.

Its market cap is still under $100 million, but with high-grade assets, heavyweight leadership, and global demand exploding, that may not last.

If you’re watching the energy transition, don’t overlook this setup.

Click here to see why this lithium stock is getting serious attention.

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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