$HIMS $PSIX $RGTI $ACHR $PLUG

Hims & Hers Health GAAP EPS of -$0.40 misses by $0.43, revenue of $608.1M misses by $8.75M
Q1 GAAP EPS of -$0.40 misses by $0.43.
Revenue of $608.1M (+3.8% Y/Y) misses by $8.75M.
Subscribers grew to nearly 2.6 million, up 9% year-over-year in Q1 2026
For the second quarter 2026, we expect:
Revenue of $680 million to $700 million vs $642.94M consensus
Adjusted EBITDA of $35 million to $55 million, reflecting an Adjusted EBITDA margin of 5% to 8%.
For the full year 2026, we expect:
Revenue of $2.8 billion to $3.0 billion vs $2.72B consensus
Adjusted EBITDA of $275 million to $350 million, reflecting an Adjusted EBITDA margin of 10% to 12%.
Power Solutions Non-GAAP EPS of $0.36 misses by $0.16, revenue of $128.59M misses by $32.21M
Q1 Non-GAAP EPS of $0.36 misses by $0.16.
Revenue of $128.59M (-5.1% Y/Y) misses by $32.21M.
Outlook for 2026
Given ongoing variability in order timing and market conditions, the Company is not providing formal full-year guidance at this time. Based on current visibility, the Company currently expects second-quarter 2026 revenue to be generally consistent with the first quarter on a sequential basis. The Company anticipates stronger sales growth in the second half of 2026, approximately in line with sales in the second half of 2025, as larger Power Systems orders move into production and are recognized as revenue. However, the timing and ultimate volume of those shipments remain subject to customer scheduling, manufacturing throughput, supply chain factors and other variables. There can be no assurance that those orders will translate to a uniformly stronger second half. Continued softness in the oil and gas end market is expected to weigh on quarterly revenue trends, and capacity ramp-up activities at the Company’s Wisconsin operations and their related cost effects on gross margin are expected to continue.
Rigetti Computing falls as Q1 results meet estimates
Rigetti Computing (RGTI) shares fell 2.5% in extended trading on Monday after the quantum computing firm reported first-quarter results that were largely in line with Wall Street's estimates.
For the period ending March 31, Rigetti said it lost an adjusted $0.04 per share as revenue rose 198.9% year-over-year to come in at $4.4M. Analysts had expected the company to lose an adjusted $0.04 per share on $4.1M in revenue.
The company ended the period with $48.1M in cash and cash equivalents, up 30% year-over-year.
“In the first quarter, we continued to execute on our strategy by bringing our 108-qubit Cepheus-1-108Q system into general availability on Rigetti QCS, Amazon Braket, Microsoft Azure Quantum, and qBraid,” said Dr. Subodh Kulkarni, Rigetti CEO, in a statement. “We believe Cepheus-1-108Q is one of the most powerful generally available gate-based quantum computers in the world, and as the largest modular system on the market today, it is an important validation of our chiplet-based architecture in a production setting.”
“We are also seeing growing adoption of Rigetti systems across government, academic, and commercial customers, including new on-premises Novera QPU sales that contributed to year-over-year revenue growth,” Dr. Kulkarni continued. “At the same time, we remain focused on disciplined execution against our roadmap to quantum advantage, continuing to improve system fidelity and scale, supported by a strong balance sheet and prudent capital deployment.”
The company will host a conference call at 5 p.m. EST to discuss the results.
Archer Aviation GAAP EPS of -$0.28 beats by $0.03, revenue of $1.6M misses by $0.06M
Q1 GAAP EPS of -$0.28 beats by $0.03.
Revenue of $1.6M (+433.3% Y/Y) misses by $0.06M.
Archer continues to maintain a strong balance sheet with ~$1.8B in liquidity and limited debt exposure.
Plug Power Non-GAAP EPS of -$0.08 beats by $0.02, revenue of $163.51M beats by $23.75M
Q1 Non-GAAP EPS of -$0.08 beats by $0.02.
Revenue of $163.51M (+22.3% Y/Y) beats by $23.75M.
Revenue increased 22% year-over-year to $163.5 million, reflecting growth across material handling and electrolyzer businesses