Baron Discovery Fund Q1 2026: Who Moved The Needle

In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.

Seeking Alpha • Jun 8, 2026

Earnings Estimates Rising for Loar Holdings Inc. (LOAR): Will It Gain?

Loar Holdings Inc. (LOAR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • May 25, 2026

Wall Street Analysts Predict a 35.71% Upside in Loar Holdings Inc. (LOAR): Here's What You Should Know

The consensus price target hints at a 35.7% upside potential for Loar Holdings Inc. (LOAR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • May 25, 2026

Loar: Flying At A Lower Altitude

Loar Holdings has seen a 25% share price pullback despite raising its 2026 outlook and delivering strong Q1 growth. LOAR's M&A-driven expansion continues, but expensive debt financing—near 10% interest—and high leverage raise valuation concerns. Adjusted EBITDA margins rose to 40.5%, and full-year guidance was increased, yet realistic earnings multiples remain a steep 50x.

Seeking Alpha • May 19, 2026

Loar Q1 Earnings Call Highlights

Loar NYSE: LOAR reported record first-quarter 2026 sales, adjusted EBITDA and adjusted EBITDA margin, while raising its full-year outlook as strength in commercial aerospace offset softer defense sales.

MarketBeat • May 11, 2026

Loar Holdings Inc. (LOAR) Q1 2026 Earnings Call Transcript

Loar Holdings Inc. (LOAR) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026

Loar Holdings Inc. Reports Q1 2026 Record Results and Upward Revision to 2026 Outlook

WHITE PLAINS, NY / ACCESS Newswire / May 7, 2026 / Loar Holdings Inc. (NYSE:LOAR) (the "Company," "Loar," "we," "us" and "our"), reported record results for the first quarter of 2026. First Quarter 2026 Net sales of $156.1 million, up 36.1% compared to the prior year's quarter.

Accesswire • May 7, 2026

Loar Holdings Inc. (LOAR) Q1 Earnings and Revenues Surpass Estimates

Loar Holdings Inc. (LOAR) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.2 per share a year ago.

Zacks Investment Research • May 7, 2026

Harbor Active Small Cap ETF Q1 2026 Portfolio Review

During the first quarter, the Harbor Active Small Cap ETF (“ETF”) returned -4.52% (NAV), significantly underperforming the Russell 2000® Index, which returned 0.89%. Shares are bought and sold at market price not net asset value (NAV). A fund's NAV is the sum of all its assets less any liabilities, divided by the number of shares outstanding. Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times.

Seeking Alpha • Apr 20, 2026

Loar Holdings Inc. Announces Date and Time for First Quarter 2026 Earnings and Conference Call

WHITE PLAINS, NY / ACCESS Newswire / April 17, 2026 / Loar Holdings Inc. (NYSE:LOAR), will report Q1 2026 earnings before the market opens on Thursday, May 7, 2026. A conference call will follow at 10:30a.m.

Accesswire • Apr 17, 2026