Once Upon a Farm (OFRM) reported earnings on Thur 12 March 26 (a/h)

 

Once Upon a Farm beats Q4 estimates with EPS $0.11, revenue $64.0M, net sales up 30%, guides 2026 growth 25%-29%

• Q4 2025 results include a swing to profit for Once Upon a Farm PBC.
• Company also announces full-year 2025 results in addition to Q4 2025 performance highlighted in the release.
• 2026 outlook includes Adjusted EBITDA guidance in a range of $2 million to $4 million.

Long trade : HIMX +27% (12/24)

 a) Mon March 9: #4; vol. 1.0M

March 10:  #3, 23; vol. 2.6M

 

Hunterbrook Media report claiming Himax as stealth NVIDIA optics supplier drove premarket surge.

A Hunterbrook Media article titled "Himax: Stealth Supplier for NVIDIA’s Optics Revolution" highlighted the company's potential role in providing wafer-level optics (WLO) for NVIDIA's AI-related silicon photonics and advanced packaging needs, building on prior analyst notes from Ming-Chi Kuo about Himax supplying micro-lens arrays for TSMC/NVIDIA projects. Published ahead of market open, it triggered heavy premarket buying, with shares jumping over 25% amid elevated volume and call option activity from the prior session. Hunterbrook Capital disclosed a long position in HIMX, contrasting it favorably against peers like AAOI facing negative coverage. This amplified recent buzz from Himax's March 9 announcement of AIoT and automotive tech showcases at Embedded World 2026 (March 10-12).

Alliance Laundry Holdings (ALH) reported earnings on Thur 12 March 26 (b/o)

 

ALH

Alliance Laundry Systems beats by $0.01, beats on revs; guides FY26 revs in-line

• Reports Q4 (Dec) earnings of $0.24 per share, excluding non-recurring items, $0.01 better than the FactSet Consensus of $0.23; revenues rose 10.1% year/year to $434.9 mln vs the $419.91 mln FactSet Consensus.
• Co issues in-line guidance for FY26, sees FY26 revs of +5-7% yr/yr to ~$1.78-1.83 bln vs. $1.8 bln FactSet Consensus.

Alliance Laundry Systems -10% trades to new post-IPO low as top line growth slows in FY26 

• Alliance Laundry Systems (ALH) is still early in its life as a public company, and today's sell-off suggests investors were hoping for stronger growth signals following its October 2025 IPO.
• While the company delivered modest EPS upside and more meaningful revenue upside for Q4, the bigger focus appears to be on the outlook. FY26 revenue growth guidance of +5-7% represents a notable slowdown from the +13% growth delivered in FY25, and that deceleration is catching investor attention, particularly since last year's gains were largely organic rather than acquisition-driven.
• Management continues to emphasize the durability of the commercial laundry market, noting that laundry services are a non-discretionary part of everyday life and tend to perform consistently across economic cycles. That stability is one reason the company believes its business offers dependable long-term growth and downside protection.
• At the same time, Alliance Laundry highlights its leadership position as the largest pure-play commercial laundry equipment manufacturer globally, supported by brands such as Speed Queen and UniMac, along with a global manufacturing and engineering footprint spanning three continents.
• Even so, investors appear to be taking a cautious stance as the company adjusts to public market expectations. The narrative around scale advantages and strong customer demand remains intact, but the guidance implies that growth is normalizing following a particularly strong FY25. As a relatively new public company, Alliance Laundry may need to deliver a few more quarters of consistent execution before investors grow comfortable with its longer-term growth trajectory.

Viant Technology (DSP) reported earnings on Wed 11 March 26 (a/h)

Viant was launched by brothers Tim, Chris and Russ Vanderhook in 1999. The company acquired social networking company Myspace in 2011. Later that year it helped start connected TV platform Xumo, which was acquired by Comcast in 2020.

• Sector: Technology
• Industry: Software - Application
• https://www.viantinc.com
• Founded in 1999
• Headquartered in Irvine, CA

IPO Feb 10, 21; ticker DSP 

Chris and Tim Vanderhook, COO and CEO of Viant

Viant posts record Q4 2025 with EPS $0.31 (+210% YoY) and revenue $64.6M (+19% YoY), beating guidance and estimates, launches AI Outcomes product

• Q4 revenue and contribution ex-TAC beat guidance, with ex-political growth accelerating sharply.
• Full-year 2025 revenue and adjusted EBITDA exceeded guidance with high-teens growth and nearly 250 bps EBITDA margin expansion.
• Upbeat Q1 2026 guide implies ~20% revenue growth but slower Q4-like momentum seasonally.
• Management expects sequential growth acceleration through 2026 from new clients, Outcomes, and political.

The company, which has about 300 employees, competes with players like The Trade Desk and with part of Google’s ad tech business. The software is used by marketers and their ad agencies to centralize buying, planning and measurement of advertising across channels like desktop, mobile, connected TV, streaming audio and digital billboards.