On February 2, Francis Gannon, co-CIO of Royce Investment Partners, joined CNBC’s “Power Lunch” to talk about the long-awaited upswing in small-cap stocks. He noted that small caps have outperformed large-cap stocks since the market hit its lows in April 2025.During the discussion, it was noted that sectors such as Industrials, Information Technology, and Financials still offer many attractive small-cap opportunities.Gannon said that small-cap companies have a strong earnings outlook in 2026. He believes th ...

Core Insights - SolarEdge Technologies is expected to report Q4 2025 earnings on February 18, 2026, with projected earnings of ($0.19) per share and revenue of $330.334 million [2] Financial Performance - The stock opened at $36.79, with a 50-day moving average of $31.96 and a 200-day moving average of $33.29 [3] - The company has a market capitalization of $2.20 billion, a PE ratio of -3.80, and a beta of 1.66 [3] - The stock has experienced a 1-year low of $11.00 and a 1-year high of $48.60 [3] - Current ratio stands at 2.28, quick ratio at 1.60, and debt-to-equity ratio at 0.78 [3] Analyst Ratings - TD Cowen upgraded SolarEdge from "hold" to "buy" with a price target increase from $34.00 to $38.00 [4] - UBS raised its price target from $30.00 to $40.00, maintaining a "neutral" rating [4] - Goldman Sachs lowered its price target from $36.00 to $31.00, also with a "neutral" rating [4] - JPMorgan Chase increased its price objective from $27.00 to $29.00, maintaining a "neutral" rating [4] - Weiss Ratings reissued a "sell (d-)" rating [4] - Overall, one analyst rated the stock as "Buy," sixteen as "Hold," and eight as "Sell," with an average rating of "Reduce" and a consensus target price of $25.45 [4] Institutional Holdings - Institutional investors own 95.10% of SolarEdge's stock [5] - Canada Pension Plan Investment Board acquired a new stake worth approximately $35,000 [5] - Tower Research Capital LLC increased its holdings by 28.7%, now owning 2,481 shares valued at $51,000 [5] - Advisory Services Network LLC and Mackenzie Financial Corp also acquired new stakes worth approximately $133,000 and $202,000, respectively [5] - Jain Global LLC purchased a new stake valued at $328,000 [5] Company Overview - SolarEdge Technologies is a global provider of solar energy solutions, focusing on optimizing photovoltaic (PV) power generation [6] - Core offerings include power optimizers, inverters, and cloud-based monitoring platforms [6] - The company has expanded its product portfolio to include energy storage systems, electric vehicle (EV) charging solutions, and smart energy management tools [7]

Table of Contents As filed with the U.S. Securities and Exchange Commission on February 5, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Kensington Capital Acquisition Corp. VI (Exact name of registrant as specified in its charter) Cayman Islands (State or other jurisdiction of incorporation or organization) 6770 (Primary Standard Industrial Classification Code Number) 1400 Old Country Road, ...

Financial Data and Key Metrics Changes - Orion reported fiscal Q3 2026 revenue of $21.1 million, an increase from $19.6 million in Q3 2025, marking a growth of approximately 7.6% [11] - The net income for Q3 2026 was $160,000 or $0.04 per share, compared to a net loss of $1.5 million or $0.46 per share in Q3 2025 [14] - Adjusted EBITDA improved to positive $761,000 in Q3 2026 from $32,000 in Q3 2025, indicating continued cost control and financial discipline [14] Business Line Data and Key Metrics Changes - LED lighting segment revenue decreased to $12.1 million in Q3 2026 from $13.2 million in Q3 2025, attributed to decreased project activity and ESCO channel sales [11] - Maintenance segment revenue increased by 13% to $4.4 million in Q3 2026 from $3.9 million in Q3 2025, driven by new customer contracts [12] - EV charging solutions revenue rose to $4.7 million in Q3 2026 from $2.4 million in Q3 2025, reflecting the completion of a significant project [12] Market Data and Key Metrics Changes - The U.S. EV charging market is expected to grow by 8% in 2026, according to Perrin Research, indicating a positive outlook for the industry [10] - Orion anticipates benefiting from market tailwinds in building, reshoring, and refurbishing industrial facilities, which includes data centers and manufacturing plants [9] Company Strategy and Development Direction - Orion's strategy includes expanding products and services, as evidenced by a three-year renewal of a maintenance contract and a growing backlog [7] - The company aims to achieve $84 million to $86 million in revenue for FY 2026, with positive Adjusted EBITDA, and expects continued profitable growth in FY 2027 with revenue between $95 million and $97 million [4][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about meeting or exceeding growth milestones, citing increasing orders and successful cost structure improvements [4][5] - The company is focused on maintaining its NASDAQ listing and maximizing shareholder value, with a strong outlook for the remainder of the fiscal year and into FY 2027 [3][10] Other Important Information - Orion raised net proceeds of approximately $6.4 million through the issuance of 500,000 shares of common stock, providing growth capital and the ability to pay down revolving credit [15] - Total operating expenses declined to $6.1 million in Q3 2026 from $7 million in Q3 2025, reflecting ongoing cost control efforts [14] Q&A Session Summary Question: Revenue linearity for the $14 million-$15 million external lighting project - Management expects the majority of the revenue to hit in the first half of FY 2027, with initial revenue and ramp in Q4 2026 [20] Question: Expansion potential tied to the external lighting project - Management believes there is potential for expansion within the customer, but it may not materialize in the first half of the year [22] Question: Future operating expenses outlook - Management indicated ongoing efforts to manage operating expenses, suggesting they may remain at current levels or slightly increase [23] Question: Adoption of preventative maintenance models by smaller enterprises - Management noted that while no smaller enterprises have reached the scale of their large retailer customer, there are month-over-month increases in other customers [32] Question: Underwriting execution risk with large customers - Management acknowledged ongoing execution risk but stated they have accounted for potential issues in their outlook [33] Question: Success in the distribution segment - Management attributed success to expanding relationships and developing products based on customer requests [36] Question: Revenue from electrical infrastructure opportunities - Management indicated that revenue from electrical infrastructure is evolving and is not yet fully reflected in results, but they expect growth in this area [40]

Financial Data and Key Metrics Changes - Orion reported fiscal Q3 2026 revenue of $21.1 million, an increase from $19.6 million in Q3 2025, marking a growth of approximately 7.6% [11] - The company achieved a net income of $160,000 or $0.04 per share in Q3 2026, compared to a net loss of $1.5 million or $0.46 per share in Q3 2025 [14] - Adjusted EBITDA improved to positive $761,000 in Q3 2026 from $32,000 in Q3 2025, representing a significant turnaround [14] Business Line Data and Key Metrics Changes - LED lighting segment revenue decreased to $12.1 million in Q3 2026 from $13.2 million in Q3 2025, attributed to decreased project activity and ESCO channel sales [11] - Maintenance segment revenue increased by 13% to $4.4 million in Q3 2026 from $3.9 million in Q3 2025, benefiting from new customer contracts [12] - EV charging solutions revenue rose to $4.7 million in Q3 2026 from $2.4 million in Q3 2025, reflecting the completion of a significant project [12] Market Data and Key Metrics Changes - The company expects continued profitable growth in FY 2027 with revenue projected between $95 million and $97 million, indicating a positive outlook for the upcoming fiscal year [16] - The U.S. EV charging market is anticipated to grow by 8% in 2026, with expectations of private-led expansion and improved CPO economics [10] Company Strategy and Development Direction - Orion's strategy includes expanding its product and service offerings, as evidenced by a recent three-year renewal of a maintenance contract and a growing backlog [7] - The company is focusing on integrated offerings within LED lighting and EV charging, including localized battery storage solutions to enhance efficiency [7] - Orion aims to leverage its proprietary supply chain to maximize efficiencies and minimize risks associated with market fluctuations [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about meeting or exceeding revenue milestones, with expectations of $84 million to $86 million in revenue for FY 2026 [4] - The company anticipates continued market demand driven by building, reshoring, and refurbishing industrial facilities, as well as opportunities in EV fast charging [9] - Management highlighted the importance of execution quality and asset efficiency in capturing market opportunities [10] Other Important Information - Total operating expenses decreased to $6.1 million in Q3 2026 from $7 million in Q3 2025, reflecting ongoing cost control measures [14] - Orion raised net proceeds of approximately $6.4 million through the issuance of 500,000 shares of common stock, providing growth capital [15] Q&A Session Summary Question: Can you provide insights on the $14 million-$15 million external lighting project and its revenue contribution? - Management indicated that the project started in late January and expects the majority of revenue to be recognized in the first half of FY 2027, with initial revenue in Q4 2026 [20] Question: What is the potential for expansion tied to the external lighting project? - Management believes there is potential for expansion within the customer relationship, although it may not materialize in the first half of the year [22] Question: What is the outlook for operating expenses moving forward? - Management stated that operating expenses would likely remain at current levels or slightly increase, with expectations for Q4 to start with a 6 [23] Question: Are smaller and midsize enterprises adopting a preventative maintenance model? - Management noted that while no other customer matches the scale of the large retailer, there are month-over-month increases in other customers and ongoing efforts to pursue new contracts [32] Question: How is the company managing execution risk with large contracts? - Management acknowledged ongoing execution risk but indicated that they have accounted for potential issues in their outlook [33] Question: What is driving success in the distribution segment? - Management highlighted the expansion of customer relationships and product development based on customer requests as key drivers of success in the distribution segment [36]

Core Viewpoint - ChargePoint Holdings, Inc. is a prominent player in the electric vehicle charging network sector, facing competition from companies like Tesla and Blink Charging [1] Financial Performance - ChargePoint reported a revenue of $105.67 million for the quarter ending in October 2025, representing a 6.1% year-over-year increase and exceeding the Zacks Consensus Estimate of $96.46 million by 9.55% [3][6] - The company's earnings per share (EPS) improved to -$1.32, better than the previous year's -$2.00 and surpassing the consensus estimate of -$1.35, resulting in an EPS surprise of 2.22% [4][6] Stock Performance - ChargePoint's stock is currently priced at $8.52, reflecting a 2.04% increase with a change of $0.17, and has fluctuated between $8.22 and $8.69 on the day [5] - Over the past year, the stock reached a high of $29.60 and a low of $7.30, with a market capitalization of approximately $199 million and a trading volume of 726,119 shares [5] Analyst Rating - RBC Capital reiterated its "Sector Perform" rating for ChargePoint, suggesting investors maintain their positions, while revising the price target downwards from $10 to $9, indicating a cautious outlook on the stock's short-term prospects [2][6]

Core Insights - Hypercharge Networks Corp. reported strong financial results for the second quarter of fiscal 2026, achieving revenue of $3.7 million, marking the second-highest revenue quarter in the company's history, driven by the conversion of backlog into deliveries [2][8] - The company has surpassed 6,200 charging ports sold and 5,200 delivered, with the Hypercharge app now having over 36,000 registered users, reflecting significant growth in user engagement [3][15] - Despite strong momentum, the multi-family building development sector has slowed, impacting project timelines, while the company is focusing on higher-margin Level 2 charging solutions and expanding its carbon credit program [4][5] Financial Highlights - For the three months ended September 30, 2025, recognized revenue was $3,672,616, an increase of $2,294,173 (166%) year-over-year, driven by strong market demand [8][9] - Gross profit for the same period was $856,522, up $425,714 (99%) year-over-year, attributed to increased sales volume and higher service revenue [8][11] - The net and comprehensive loss for the quarter improved by 63% to $(425,887), compared to $(1,139,717) in the same period last year, reflecting effective expense management [12][14] Operational Highlights - The company delivered 319 new charging ports in the quarter, including 48 DC fast charging ports, contributing to customer expansion [9][16] - Operating expenses totaled $1,289,437, an 18% decrease from the prior year, primarily due to lower general and administrative expenses [10][16] - The gross profit percentage was 23%, down from 31% in the prior year, reflecting the revenue mix from large project deployments [11] Strategic Developments - Hypercharge is advancing its participation in carbon credit markets to create a new revenue stream for customers to offset electrification costs [15] - The company has strengthened its board with the appointment of Malcolm Davidson and Tony Geheran, enhancing governance and financial expertise [3][15] - Hypercharge completed a non-deal roadshow across Canada and Ireland to broaden its investor reach and closed a $3.75 million financing round with participation from retail and institutional investors [3][15]

Core Viewpoint - Beam Global, a provider of sustainable infrastructure solutions for electrification and energy security, will report its Q3 2025 operating results on November 14, 2025, after market close [1] Group 1: Conference Call Details - The conference call to discuss financial results will take place on November 14, 2025, at 4:30 p.m. ET [2] - Callers are required to pre-register for the call using a provided link and should dial in approximately 10 minutes before the scheduled start time [2] Group 2: Company Overview - Beam Global specializes in clean technology, focusing on sustainable energy infrastructure, EV charging solutions, energy storage, and Smart Cities Infrastructure [4] - The company operates in the U.S., Europe, and the Middle East, and is headquartered in San Diego, CA, with additional facilities in Broadview, IL, Serbia, and Abu Dhabi, UAE [4] - Beam Global is listed on Nasdaq under the symbol BEEM [4]

Core Insights - Beam Global has been awarded a cooperative purchasing contract by Sourcewell, allowing the company to expand its offerings to U.S. Military, state and local government agencies, and higher education institutions across North America [1][2][3] Group 1: Contract Details - The Sourcewell contract falls under the Electric Vehicle Supply Equipment with Related Services category, enabling streamlined procurement for public sector and educational organizations [1][2] - The contract was secured after a rigorous request for proposal (RFP) process, ensuring compliance with local procurement requirements and recognizing exceptional value and service [2] Group 2: Benefits of the Contract - The contract simplifies the purchasing process for state and local governments, allowing them to acquire Beam Global's products without lengthy procurement procedures [3] - Beam Global's CEO highlighted that this contract provides an easy way for potential customers to access secure and sustainable electricity and EV charging solutions [3] Group 3: Company Background - Beam Global is a clean technology innovator focused on sustainable energy infrastructure, EV charging solutions, and smart city infrastructure, with operations in the U.S., Europe, and the Middle East [5] - The company has a history of successful engagements with government entities through multiple state contracts and its GSA Multiple Award Schedule (MAS) contract [3]

Core Insights - Orion Energy Systems, Inc. will participate in the Craig-Hallum Alpha Select Conference on November 18, 2025, in New York City [1] - The CEO and CFO of Orion will be available for one-on-one investor meetings during the event [2] Company Overview - Orion specializes in energy efficiency and clean tech solutions, including LED lighting, EV charging solutions, and maintenance services [3] - The company focuses on turnkey design-through-installation solutions for large national customers and projects through ESCO and distribution partners [3] - Orion is committed to helping customers achieve business and environmental goals while reducing carbon footprints and enhancing business performance [3] Sustainability Commitment - Orion emphasizes responsible operations across all areas of the organization, highlighting its sustainability and governance priorities [4]