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Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
Enphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.
eXp World Holdings is now trading as AGNT after adding NextHome's franchise model to its cloud brokerage platform, but the equity case still has to prove agent retention, gross-profit conversion and legal resilience.