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<a href="https://www.channelchek.com/company/drct">Research News and Market Data on Direct Digital</a>







May 01, 2025 9:00 am EDT



New resource offers insights, strategies, and tips to build measurable digital audio campaigns



AUSTIN, Texas,&nbsp;May 1, 2025&nbsp;/PRNewswire/ --&nbsp;<a href="https://orange142.com/" target="_blank" rel="noreferrer noopener">Orange 142</a>, LLC ("Orange 142"), a division of&nbsp;<a href="https://directdigitalholdings.com/" target="_blank" rel="noreferrer noopener">Direct Digital Holdings</a>&nbsp;(Nasdaq: DRCT) and a leading digital marketing agency for mid-market brands and agencies, today announced the release of its&nbsp;Digital Audio Best Practices Guide. Developed by Orange 142's Emerging Channels Council, the guide provides marketers with the strategic frameworks and practical insights to leverage digital audio as a performance-driving channel fully.



Digital audio is becoming more popular, with over 228 million Americans tuning in monthly across podcasts, streaming music, and internet radio. As this channel grows, it offers advertisers new opportunities to connect with highly engaged audiences through data-driven, programmatic campaigns.



"With this guide, we're giving marketers of any size a playbook to fully tap into the power of digital audio—an environment where audiences are deeply engaged and often unreachable through other media," said Lindsey Wilkes, SVP, Business Development and head of the Emerging Channels Council. "Whether listeners commute, work out, or cook dinner, digital audio offers rare, screen-free moments to deliver hyper-relevant messages. It's not just about being heard—it's about building brand presence in the everyday routines where loyalty is shaped."



The guide explores:



<ul class="wp-block-list">
<li>The current opportunity in digital audio, including key audience and spend trends</li>



<li>The unique advantages of digital audio include precision targeting, immersive storytelling, and lower fraud risks</li>



<li>Industry challenges such as platform fragmentation, measurement limitations, and privacy regulations</li>



<li>Emerging trends, including AI-driven optimization, spatial audio, and programmatic growth</li>



<li>Privacy best practices for responsible targeting and consent management</li>



<li>Advanced approaches to measurement that move beyond basic exposure metrics to deliver meaningful attribution insights</li>



<li>Practical implementation strategies for audio creative, campaign optimization, and cross-channel alignment</li>
</ul>



"Digital audio combines the power of storytelling with the precision of digital targeting," added Lindsey Wilkes. "But success requires more than just buying inventory—it takes intentional creative strategy, cross-device measurement, and a deep understanding of the audio landscape. With this guide, we deliver everything in one place for marketers."



The&nbsp;Digital Audio Best Practices Guide&nbsp;is part of a broader initiative from the Orange 142 Emerging Channels Council, which serves as a thought leadership hub for helping independent brands and agencies explore innovative and underutilized advertising channels. The Council helps marketers unlock new growth opportunities through sustainable and scalable media strategies by providing access to education, collaboration, and actionable tools.



To download the&nbsp;Digital Audio Best Practices Guide&nbsp;or explore additional Emerging Channels resources, visit:&nbsp;<a href="https://orange142.com/emerging-channels-hub" target="_blank" rel="noreferrer noopener">orange142.com/emerging-channels-hub</a>



About Orange 142 Orange 142 is a digital marketing and advertising company helping businesses and agencies of all sizes grow their reach and revenue through strategic, data-driven media execution. As the buy-side arm of Direct Digital Holdings (Nasdaq: DRCT), Orange 142 delivers customized solutions across programmatic, search, social, connected TV, and emerging digital channels. With deep expertise in high-growth sectors such as Travel &amp; Tourism, Healthcare, Energy, and Financial Services, Orange 142 creates results-driven campaigns that connect brands with their most valuable audiences.



To learn more, visit&nbsp;<a href="https://www.orange142.com/" target="_blank" rel="noreferrer noopener">www.orange142.com</a>

Research News and Market Data on Direct Digital







May 01, 2025 9:00 am EDT



New resource offers insights, strategies, and tips to build measurable digital audio campaigns



AUSTIN, Texas,&nbsp;May 1, 2025&nbsp;/PRNewswire/ &#8212;&nbsp;Orange 142, LLC (&#8220;Orange 142&#8221;), a division of&nbsp;Direct Digital Holdings&nbsp;(Nasdaq: DRCT) and a leading digital marketing agency for mid-market brands and agencies, today announced the release of its&nbsp;Digital Audio Best Practices Guide. Developed by Orange 142&#8217;s Emerging Channels Council, the guide provides marketers with the strategic frameworks and practical insights to leverage digital audio as a performance-driving channel fully.



Digital audio is becoming more popular, with over 228 million Americans tuning in monthly across podcasts, streaming music, and internet radio. As this channel grows, it offers advertisers new opportunities to connect with highly engaged audiences through data-driven, programmatic campaigns.



&#8220;With this guide, we&#8217;re giving marketers of any size a playbook to fully tap into the power of digital audio—an environment where audiences are deeply engaged and often unreachable through other media,&#8221; said Lindsey Wilkes, SVP, Business Development and head of the Emerging Channels Council. &#8220;Whether listeners commute, work out, or cook dinner, digital audio offers rare, screen-free moments to deliver hyper-relevant messages. It&#8217;s not just about being heard—it&#8217;s about building brand presence in the everyday routines where loyalty is shaped.&#8221;



The guide explores:




The current opportunity in digital audio, including key audience and spend trends



The unique advantages of digital audio include precision targeting, immersive storytelling, and lower fraud risks



Industry challenges such as platform fragmentation, measurement limitations, and privacy regulations



Emerging trends, including AI-driven optimization, spatial audio, and programmatic growth



Privacy best practices for responsible targeting and consent management



Advanced approaches to measurement that move beyond basic exposure metrics to deliver meaningful attribution insights



Practical implementation strategies for audio creative, campaign optimization, and cross-channel alignment




&#8220;Digital audio combines the power of storytelling with the precision of digital targeting,&#8221; added Lindsey Wilkes. &#8220;But success requires more than just buying inventory—it takes intentional creative strategy, cross-device measurement, and a deep understanding of the audio landscape. With this guide, we deliver everything in one place for marketers.&#8221;



The&nbsp;Digital Audio Best Practices Guide&nbsp;is part of a broader initiative from the Orange 142 Emerging Channels Council, which serves as a thought leadership hub for helping independent brands and agencies explore innovative and underutilized advertising channels. The Council helps marketers unlock new growth opportunities through sustainable and scalable media strategies by providing access to education, collaboration, and actionable tools.



To download the&nbsp;Digital Audio Best Practices Guide&nbsp;or explore additional Emerging Channels resources, visit:&nbsp;orange142.com/emerging-channels-hub



About Orange 142Orange 142 is a digital marketing and advertising company helping businesses and agencies of all sizes grow their reach and revenue through strategic, data-driven media execution. As the buy-side arm of Direct Digital Holdings (Nasdaq: DRCT), Orange 142 delivers customized solutions across programmatic, search, social, connected TV, and emerging digital channels. With deep expertise in high-growth sectors such as Travel &amp; Tourism, Healthcare, Energy, and Financial Services, Orange 142 creates results-driven campaigns that connect brands with their most valuable audiences.



To learn more, visit&nbsp;www.orange142.com

Release - Orange 142 Releases "Digital Audio Best Practices Guide" to Help Marketers Maximize Reach in a Rapidly Evolving Audio Landscape

Digital Marketing

Direct Digital Holdings

DRCT

Media

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<a href="https://www.channelchek.com/company/snal">Research News and Market Data on Snail</a>







May 1, 2025 at 8:30 AM EDT



CULVER CITY, Calif., May 01, 2025 (GLOBE NEWSWIRE) --&nbsp;Snail, Inc. (Nasdaq: SNAL) (“Snail Games” or the “Company”),&nbsp;a leading global independent developer and publisher of interactive digital entertainment, today highlighted major milestones across its portfolio for April 2025, including expansions within the&nbsp;ARK&nbsp;franchise, a content milestone for&nbsp;Bellwright, and multiple IP launches under&nbsp;Wandering Wizard,&nbsp;the Company’s independent indie publishing label.



ARK&nbsp;Franchise Strengthens with New Content Snail Games continued to build on the momentum of its flagship sandbox survival IP with two major content updates:



<ul class="wp-block-list">
<li>Eggcellent Adventure Returns to <a href="https://store.steampowered.com/app/2399830/ARK_Survival_Ascended/" target="_blank" rel="noreferrer noopener">ARK: Survival Ascended </a>The seasonal Eggcellent Adventure event reinforces seasonal events as a key strategy for retention and re-engagement.</li>



<li>Extinction Map Launches in ARK: Ultimate Mobile Edition The rollout of the Extinction map on mobile represents a continued push into high-growth mobile markets. This update supports Snail Games’ long-term vision of delivering premium survival experiences across multiple platforms, making the IP more accessible to a broader audience of players.</li>
</ul>



In addition to new content releases, Snail Games continues to prepare for the 10-year anniversary of its flagship&nbsp;ARK: Survival Evolved,&nbsp;with the anticipated upcoming release of its new expansion map DLC,&nbsp;ARK: Aquatica.



<a href="https://www.globenewswire.com/Tracker?data=0J2qH8YAj6pgvpPJQPYtQsmQADisBARY2tk3q8LsTXZcWjpH0hObGMyT4UMjElXS8YtYrNaNKv5zr05ifi21kktvl2HTDAPqXDRae0X8EEAPABISKNg1aJ0c2Euw3vt1" rel="noreferrer noopener" target="_blank">Bellwright&nbsp;</a>Marks One Year in Early Access with Major Update April 2025 also marked the one-year Early Access anniversary for&nbsp;Bellwright. The update introduced significant new content and player-requested features. With a growing player base and positive community sentiment,&nbsp;Bellwright&nbsp;reflects Snail’s commitment to long-term support and scalable IP growth.



Notable Update Features include:



<ul class="wp-block-list">
<li>Animal Husbandry &amp; Advanced Resource Systems Players can now raise livestock through new husbandry structures, producing essential resources like milk, eggs, and meat. Paired with the new Butchery system, this deepens the economy and rewards strategic village management.</li>



<li>Fishing &amp; Exploration Enhancements A full-featured fishing system with diverse fish types, mini-games, and a Fishing Hut adds immersive gameplay variety. New locations, including caves, swamps, and mountain trails, further expand the world’s exploration potential.</li>



<li>Quality-of-Life Upgrades &amp; Narrative Expansion A major crafting UI overhaul, savable squad rosters, and over 25 new quests enhance both accessibility and long-term player retention.</li>
</ul>



Wandering Wizard&nbsp;Celebrates New Game Launches and Acquisition Snail Inc’s indie publishing label&nbsp;Wandering Wizard&nbsp;deepened its footprint in the horror space with two notable releases and a strategic publishing deal.



<ul class="wp-block-list">
<li>Launches of <a href="https://store.steampowered.com/app/2019340/The_Cecil_The_Journey_Begins/" target="_blank" rel="noreferrer noopener">The Cecil: The Journey Begins</a> and <a href="https://store.steampowered.com/app/2597570/Chasmal_Fear/" target="_blank" rel="noreferrer noopener">Chasmal Fear </a>In April 2025, Wandering Wizard expanded its catalog with the launch of two horror titles, The Cecil: The Journey Begins and Chasmal Fear. Both games highlight the creativity and passion of small indie teams — with The Cecil: The Journey Begins crafted by a solo developer and Chasmal Fear brought to life by a duo of brothers. These releases underscore Wandering Wizard’s commitment to empowering independent creators and bringing bold, fresh voices to the gaming community.</li>



<li>Publishing Rights Secured for <a href="https://store.steampowered.com/app/2228840/Whispers_of_West_Grove/" target="_blank" rel="noreferrer noopener">Whispers of West Grove </a>The acquisition of publishing rights to Whispers of West Grove adds another indie horror experience to the Wandering Wizard portfolio, aligning with Snail Games’ strategy of identifying high-potential indie IPs with organic audience momentum.</li>
</ul>



These achievements reflect Snail Games' continued execution across its core franchises, emerging IPs, and strategic publishing initiatives. As the Company moves into the second quarter, it remains focused on the 10-year anniversary of&nbsp;ARK: Survival Evolved, the anticipated launch of the&nbsp;ARK: Aquatica&nbsp;DLC, expanding its global reach, investing in scalable growth opportunities, and delivering fresh experiences that engage players across multiple platforms and genres.



For Creators interested in collaborative opportunities reach out to&nbsp;<a href="https://www.globenewswire.com/Tracker?data=r-7qf0v8AQtsw__iufPUJezthJpYEhtv-kCGxTHP5SfJigfR_RPorLimXaSypXUk8CZQk_R2pZ-2xXKHpQckg9cq5a7HWk-9Pobn9PlfIzo=" rel="noreferrer noopener" target="_blank">creatordirect@noiz.gg</a>



For media inquiries, interview requests, or additional details, please contact:&nbsp;<a href="https://www.globenewswire.com/Tracker?data=8pNLOrdB2qikRfXhg8ia0WM_X4JE16Hw2bPIS7saOTNMBZlH_oFTxJ7YhHwtIm9DVRwBMvuZKlgKuWdqbUmiWpJ7LXIgMF7ZZQMzkVsfalg=" rel="noreferrer noopener" target="_blank">press@snailgamesusa.com</a>



About Snail, Inc. Snail, Inc. (Nasdaq: SNAL) is a leading, global independent developer and publisher of interactive digital entertainment for consumers around the world, with a premier portfolio of premium games designed for use on a variety of platforms, including consoles, PCs, and mobile devices. For more information, please visit:&nbsp;<a href="https://www.globenewswire.com/Tracker?data=qfgtihKQZsE-VLRVjjOHib7dl3uD1j5RwD1bUPpsgoysjfMeil1q_0rrUvzKMDBBlf5A7PD51V0ePv8-tma6OFAwv1aGxK1olvyiju0XcVwxWLxHZROoVGcqEm1urdV7KmNt10bHLQYgjIFRhBVmdaFTyNz-NLj43zyQduukTZGhV3fSdd3vVe-CJz32gP9lDYCWj3287K4yA86Ci-bgu6lTcs5GTAB_7ZMRNbJ50h71zsYb4LtR4TaKmrNrAP7IPnP6f8wRG1Q3ZN4-VerZqLeUnlcnvPaZXu-sw_5CfbEA-tHgMXoIU1yW6VJlP-eT4vDysBk9-5hLUgIPVQL0Jyvvl7qI8z-Jhd73qSlK2lOfZ8D8HJePtfwmb_ylIvn_L4xMKeQAsaJ5IfdIJli-mZotHIgzrnLpTz8bYDOw4XT2CptgrsFbAHJ_XMxMfhDRtcqsi2UFMIOiYPHkjDpT6g==" rel="noreferrer noopener" target="_blank">https://snail.com/</a>.



Forward-Looking Statements This press release contains statements that constitute forward-looking statements. Many of the forward-looking statements contained in this press release can be identified by the use of forward-looking words such as "anticipate," "believe," "could," "expect," "should," "plan," "intend," "may," "predict," "continue," "estimate" and "potential," or the negative of these terms or other similar expressions. Forward-looking statements appear in a number of places in this press release and include, but are not limited to, statements regarding expansions within the&nbsp;ARK&nbsp;franchise, development of new content, a content milestone for&nbsp;Bellwright, and multiple IP launches under&nbsp;Wandering Wizard,&nbsp;the Company’s independent indie publishing label. You should carefully consider the risks and uncertainties described in the "Risk Factors" section of the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2024, which was filed by the Company with the SEC on March 26, 2025 and other documents filed by the Company from time to time with the SEC, including the Company's Forms 10-Q filed with the SEC. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.



Investor Contact: John Yi and Steven Shinmachi Gateway Group, Inc. 949-574-3860 <a href="https://www.globenewswire.com/Tracker?data=13Rbt9M6DHhR6mFHlWKG5frRJozc0EgCkfeiwkX5Fm8Ih6SvtHVxaEVCuBf0IwUmGTC4wNcpSpo99SbpdVsKfIeJCbAFy0NWbke8JsIAyTc=" rel="noreferrer noopener" target="_blank">SNAL@gateway-grp.com</a>

Research News and Market Data on Snail







May 1, 2025 at 8:30 AM EDT



CULVER CITY, Calif., May 01, 2025 (GLOBE NEWSWIRE) &#8212;&nbsp;Snail, Inc. (Nasdaq: SNAL) (“Snail Games” or the “Company”),&nbsp;a leading global independent developer and publisher of interactive digital entertainment, today highlighted major milestones across its portfolio for April 2025, including expansions within the&nbsp;ARK&nbsp;franchise, a content milestone for&nbsp;Bellwright, and multiple IP launches under&nbsp;Wandering Wizard,&nbsp;the Company’s independent indie publishing label.



ARK&nbsp;Franchise Strengthens with New ContentSnail Games continued to build on the momentum of its flagship sandbox survival IP with two major content updates:




Eggcellent Adventure Returns to ARK: Survival AscendedThe seasonal Eggcellent Adventure event reinforces seasonal events as a key strategy for retention and re-engagement.



Extinction Map Launches in ARK: Ultimate Mobile EditionThe rollout of the Extinction map on mobile represents a continued push into high-growth mobile markets. This update supports Snail Games’ long-term vision of delivering premium survival experiences across multiple platforms, making the IP more accessible to a broader audience of players.




In addition to new content releases, Snail Games continues to prepare for the 10-year anniversary of its flagship&nbsp;ARK: Survival Evolved,&nbsp;with the anticipated upcoming release of its new expansion map DLC,&nbsp;ARK: Aquatica.



Bellwright&nbsp;Marks One Year in Early Access with Major UpdateApril 2025 also marked the one-year Early Access anniversary for&nbsp;Bellwright. The update introduced significant new content and player-requested features. With a growing player base and positive community sentiment,&nbsp;Bellwright&nbsp;reflects Snail’s commitment to long-term support and scalable IP growth.



Notable Update Features include:




Animal Husbandry &amp; Advanced Resource SystemsPlayers can now raise livestock through new husbandry structures, producing essential resources like milk, eggs, and meat. Paired with the new Butchery system, this deepens the economy and rewards strategic village management.



Fishing &amp; Exploration EnhancementsA full-featured fishing system with diverse fish types, mini-games, and a Fishing Hut adds immersive gameplay variety. New locations, including caves, swamps, and mountain trails, further expand the world’s exploration potential.



Quality-of-Life Upgrades &amp; Narrative ExpansionA major crafting UI overhaul, savable squad rosters, and over 25 new quests enhance both accessibility and long-term player retention.




Wandering Wizard&nbsp;Celebrates New Game Launches and AcquisitionSnail Inc’s indie publishing label&nbsp;Wandering Wizard&nbsp;deepened its footprint in the horror space with two notable releases and a strategic publishing deal.




Launches of The Cecil: The Journey Begins and Chasmal FearIn April 2025, Wandering Wizard expanded its catalog with the launch of two horror titles, The Cecil: The Journey Begins and Chasmal Fear. Both games highlight the creativity and passion of small indie teams — with The Cecil: The Journey Begins crafted by a solo developer and Chasmal Fear brought to life by a duo of brothers. These releases underscore Wandering Wizard’s commitment to empowering independent creators and bringing bold, fresh voices to the gaming community.



Publishing Rights Secured for Whispers of West GroveThe acquisition of publishing rights to Whispers of West Grove adds another indie horror experience to the Wandering Wizard portfolio, aligning with Snail Games’ strategy of identifying high-potential indie IPs with organic audience momentum.




These achievements reflect Snail Games&#8217; continued execution across its core franchises, emerging IPs, and strategic publishing initiatives. As the Company moves into the second quarter, it remains focused on the 10-year anniversary of&nbsp;ARK: Survival Evolved, the anticipated launch of the&nbsp;ARK: Aquatica&nbsp;DLC, expanding its global reach, investing in scalable growth opportunities, and delivering fresh experiences that engage players across multiple platforms and genres.



For Creators interested in collaborative opportunities reach out to&nbsp;creatordirect@noiz.gg



For media inquiries, interview requests, or additional details, please contact:&nbsp;press@snailgamesusa.com



About Snail, Inc.Snail, Inc. (Nasdaq: SNAL) is a leading, global independent developer and publisher of interactive digital entertainment for consumers around the world, with a premier portfolio of premium games designed for use on a variety of platforms, including consoles, PCs, and mobile devices. For more information, please visit:&nbsp;https://snail.com/.



Forward-Looking StatementsThis press release contains statements that constitute forward-looking statements. Many of the forward-looking statements contained in this press release can be identified by the use of forward-looking words such as &#8220;anticipate,&#8221; &#8220;believe,&#8221; &#8220;could,&#8221; &#8220;expect,&#8221; &#8220;should,&#8221; &#8220;plan,&#8221; &#8220;intend,&#8221; &#8220;may,&#8221; &#8220;predict,&#8221; &#8220;continue,&#8221; &#8220;estimate&#8221; and &#8220;potential,&#8221; or the negative of these terms or other similar expressions. Forward-looking statements appear in a number of places in this press release and include, but are not limited to, statements regarding expansions within the&nbsp;ARK&nbsp;franchise, development of new content, a content milestone for&nbsp;Bellwright, and multiple IP launches under&nbsp;Wandering Wizard,&nbsp;the Company’s independent indie publishing label. You should carefully consider the risks and uncertainties described in the &#8220;Risk Factors&#8221; section of the Company&#8217;s Annual Report on Form 10-K for the fiscal year ended December 31, 2024, which was filed by the Company with the SEC on March 26, 2025 and other documents filed by the Company from time to time with the SEC, including the Company&#8217;s Forms 10-Q filed with the SEC. The Company does not undertake or accept any obligation to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.



Investor Contact:John Yi and Steven ShinmachiGateway Group, Inc.949-574-3860SNAL@gateway-grp.com

Release - Snail Games Reports April 2025 Momentum with Key Franchise Expansions, New Indie Horror IP Releases, and Strategic Publishing Growth

Gaming

Snail Games

SNAL

Tech

<figure class="wp-block-image aligncenter size-full is-resized"><img src="https://dashboard.channelchek.com/wp-content/uploads/2020/10/ghm_logo.png" alt="" class="wp-image-87702" style="width:200px"/></figure>



<a href="https://www.channelchek.com/company/ghm">Research News and Market Data on Graham Corporation</a>







May 01, 2025 8:30am EDT



BATAVIA, N.Y.--(BUSINESS WIRE)-- Graham Corporation (NYSE: GHM) (“GHM” or “the Company”), a global leader in the design and manufacture of mission critical fluid, power, heat transfer, and vacuum technologies for the defense, space, energy, and process industries, today announced a strategic investment to support the implementation of new Radiographic Testing (“RT”) equipment at Graham’s Batavia, New York facility.



The investment of $2.2 million, from one of GHM’s customers, will enhance the Company’s capabilities in evaluating critical welds in support of the Columbia and Virginia class submarine programs. As part of the investment, Graham will also contribute $1.4 million for a total project cost of $3.6 million.



Daniel J. Thoren, CEO commented, “This strategic investment in RT equipment represents our commitment to delivering the highest quality components for critical naval defense programs. The upgraded RT capabilities at our Batavia facility is expected to significantly enhance our production efficiency while ensuring superior quality control for the vital welds that support the Columbia and Virginia class submarine programs. We're grateful for our customer's commitment to drive enhanced manufacturing infrastructure and are excited to continue our partnership.”



The strategic investment creates opportunities to support future, multi-year orders with potential enhanced revenue expected to begin in calendar year 2026.



This agreement builds upon previously announced investments by partners, including $13.5 million to&nbsp;<a href="https://ir.grahamcorp.com/news-events/press-releases/detail/340/graham-corporation-announces-strategic-investment-by">expand defense production capabilities in Batavia</a>&nbsp;in August 2023 and $2.1 million by&nbsp;<a href="https://ir.grahamcorp.com/news-events/press-releases/detail/363/graham-corporation-awarded-2-1-million-to-expand-welder">the BlueForge Alliance</a>&nbsp;in July 2024 to expand Graham’s welder training program in support of the U.S. Navy’s Submarine Industrial Base initiatives.



About Graham Corporation



Graham is a global leader in the design and manufacture of mission critical fluid, power, heat transfer and vacuum technologies for the defense, space, energy, and process industries. Graham Corporation and its family of global brands are built upon world-renowned engineering expertise in vacuum and heat transfer, cryogenic pumps, and turbomachinery technologies, as well as its responsive and flexible service and the unsurpassed quality customers have come to expect from the Company’s products and systems. Graham Corporation routinely posts news and other important information on its website, grahamcorp.com, where additional information on Graham Corporation and its businesses can be found.



Safe Harbor Regarding Forward Looking Statements



This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.



Forward-looking statements are subject to risks, uncertainties and assumptions and are identified by words such as “continue,” “expects,” “future,” “will,” and other similar words. All statements addressing operating performance, events, or developments that Graham Corporation expects or anticipates will occur in the future, including but not limited to, expected expansion and growth opportunities, and expected benefits from the implementation of new RT equipment, are forward-looking statements. Because they are forward-looking, they should be evaluated in light of important risk factors and uncertainties. These risk factors and uncertainties are more fully described in Graham Corporation’s most recent Annual Report filed with the Securities and Exchange Commission (the “SEC”), included under the heading entitled “Risk Factors”, and in other reports filed with the SEC.



Should one or more of these risks or uncertainties materialize or should any of Graham Corporation’s underlying assumptions prove incorrect, actual results may vary materially from those currently anticipated. In addition, undue reliance should not be placed on Graham Corporation’s forward-looking statements. Except as required by law, Graham Corporation disclaims any obligation to update or publicly announce any revisions to any of the forward-looking statements contained in this news release.



View source version on businesswire.com:&nbsp;<a href="https://www.businesswire.com/news/home/20250501364749/en/">https://www.businesswire.com/news/home/20250501364749/en/</a>



For more information, contact: Christopher J. Thome Vice President - Finance and CFO Phone: (585) 343-2216



Tom Cook Investor Relations Phone: (203) 682-8250 <a href="mailto:tom.cook@icrinc.com">tom.cook@icrinc.com</a>



Source: Graham Corporation



Released May 1, 2025

Research News and Market Data on Graham Corporation







May 01, 2025 8:30am EDT



BATAVIA, N.Y.&#8211;(BUSINESS WIRE)&#8211; Graham Corporation (NYSE: GHM) (“GHM” or “the Company”), a global leader in the design and manufacture of mission critical fluid, power, heat transfer, and vacuum technologies for the defense, space, energy, and process industries, today announced a strategic investment to support the implementation of new Radiographic Testing (“RT”) equipment at Graham’s Batavia, New York facility.



The investment of $2.2 million, from one of GHM’s customers, will enhance the Company’s capabilities in evaluating critical welds in support of the Columbia and Virginia class submarine programs. As part of the investment, Graham will also contribute $1.4 million for a total project cost of $3.6 million.



Daniel J. Thoren, CEO commented, “This strategic investment in RT equipment represents our commitment to delivering the highest quality components for critical naval defense programs. The upgraded RT capabilities at our Batavia facility is expected to significantly enhance our production efficiency while ensuring superior quality control for the vital welds that support the Columbia and Virginia class submarine programs. We&#8217;re grateful for our customer&#8217;s commitment to drive enhanced manufacturing infrastructure and are excited to continue our partnership.”



The strategic investment creates opportunities to support future, multi-year orders with potential enhanced revenue expected to begin in calendar year 2026.



This agreement builds upon previously announced investments by partners, including $13.5 million to&nbsp;expand defense production capabilities in Batavia&nbsp;in August 2023 and $2.1 million by&nbsp;the BlueForge Alliance&nbsp;in July 2024 to expand Graham’s welder training program in support of the U.S. Navy’s Submarine Industrial Base initiatives.



About Graham Corporation



Graham is a global leader in the design and manufacture of mission critical fluid, power, heat transfer and vacuum technologies for the defense, space, energy, and process industries. Graham Corporation and its family of global brands are built upon world-renowned engineering expertise in vacuum and heat transfer, cryogenic pumps, and turbomachinery technologies, as well as its responsive and flexible service and the unsurpassed quality customers have come to expect from the Company’s products and systems. Graham Corporation routinely posts news and other important information on its website, grahamcorp.com, where additional information on Graham Corporation and its businesses can be found.



Safe Harbor Regarding Forward Looking Statements



This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.



Forward-looking statements are subject to risks, uncertainties and assumptions and are identified by words such as “continue,” “expects,” “future,” “will,” and other similar words. All statements addressing operating performance, events, or developments that Graham Corporation expects or anticipates will occur in the future, including but not limited to, expected expansion and growth opportunities, and expected benefits from the implementation of new RT equipment, are forward-looking statements. Because they are forward-looking, they should be evaluated in light of important risk factors and uncertainties. These risk factors and uncertainties are more fully described in Graham Corporation’s most recent Annual Report filed with the Securities and Exchange Commission (the “SEC”), included under the heading entitled “Risk Factors”, and in other reports filed with the SEC.



Should one or more of these risks or uncertainties materialize or should any of Graham Corporation’s underlying assumptions prove incorrect, actual results may vary materially from those currently anticipated. In addition, undue reliance should not be placed on Graham Corporation’s forward-looking statements. Except as required by law, Graham Corporation disclaims any obligation to update or publicly announce any revisions to any of the forward-looking statements contained in this news release.



View source version on businesswire.com:&nbsp;https://www.businesswire.com/news/home/20250501364749/en/



For more information, contact:Christopher J. ThomeVice President &#8211; Finance and CFOPhone: (585) 343-2216



Tom CookInvestor RelationsPhone: (203) 682-8250tom.cook@icrinc.com



Source: Graham Corporation



Released May 1, 2025

Release - Graham Corporation Announces Strategic Investment by Customer to Enhance Production Capabilities in Batavia

Defense

graham corporation

Space

<figure class="wp-block-image aligncenter size-full is-resized"><img src="https://dashboard.channelchek.com/wp-content/uploads/2025/05/image.png" alt="" class="wp-image-93917" style="width:200px"/></figure>



<a href="https://www.channelchek.com/company/btm">Research News and Market Data on Bitcoin Depot</a>







May 01, 2025 8:00 AM EDT



ATLANTA, May 01, 2025 (GLOBE NEWSWIRE) --&nbsp;<a href="https://www.globenewswire.com/Tracker?data=vvrTkzRDWiSqdiJoQOOOzMCjaAFJ0F2RFNG9Y5h1RHjQXCJPl2DuybbQQHn5TxtmZCk_GNftKAbGHCx9fhe4EtRl1kPL6ZdfxWl92Ykhc-w=" rel="noreferrer noopener" target="_blank">Bitcoin Depot</a>&nbsp;(“Bitcoin Depot” or the “Company”) (NASDAQ: BTM), a U.S.-based Bitcoin ATM operator and leading fintech company, will hold a conference call and live audio webcast on Thursday, May 15th&nbsp;at 10:00 a.m. Eastern time (7:00 a.m. Pacific time) to discuss its financial results for the first quarter ended March 31, 2025. Bitcoin Depot plans to release results before the market opens on the same day.



Call Date: Thursday, May 15, 2025&nbsp;&nbsp; Time: 10:00 a.m. Eastern time (7:00 a.m. Pacific time)



Phone Instructions U.S. and Canada (toll-free): 888-596-4144 U.S. (toll): 646-968-2525 Conference ID: 4520708



Webcast Instructions Webcast link:&nbsp;<a href="https://www.globenewswire.com/Tracker?data=2zgiQMkjmKOxCRyeg6qctqD87P41jUhIiPpeG2nLQMHQ1j3IoB90Fvx4Pi9DmWXTanOar824I3w6OQqybGLH-zygKl96pMOlUD7fMaJ9xmUFC_5arWw8ipD22mq3obHQR6e_jxFfxpaUWtbnYcSRW-m3Mskj2D_pOQQZRODMY4gPv4LdVpwBP7lLDTZBAFrERlnxmgIaPy-7g5xtRy7sIIQ2CBck2y6u6inDHMMJ-zFePGt4RqW_w08ZtG0NzQPCcYDxEwNOFBOTx_Av_oDgWqbgL9Chaiyv5gqDU-BSJy0cRi8qSmjSWQoc7b0Ko1lLNbeJ1UY7rNG1zg9VX_cEy28kv7sfDuFg9Lx3Roc73rMRLFQgqAbL_34kzzHXb06MUgOOzQGJGKqy0PzIj-QFAw==" rel="noreferrer noopener" target="_blank">https://edge.media-server.com/mmc/p/akdxpm7o</a>



A replay of the call will be available beginning after 2:00 p.m. Eastern time through May 22, 2025.



U.S. &amp; Canada (toll-free) replay number: 800-770-2030 U.S. toll number: 609-800-9909 Conference ID: 4520708



If you have any difficulty connecting with the conference call, please contact Bitcoin Depot’s investor relations team at 1-949-574-3860.



About Bitcoin Depot Bitcoin Depot Inc. (Nasdaq: BTM) was founded in 2016 with the mission to connect those who prefer to use cash to the broader, digital financial system. Bitcoin Depot provides its users with simple, efficient and intuitive means of converting cash into Bitcoin, which users can deploy in the payments, spending and investing space. Users can convert cash to bitcoin at Bitcoin Depot kiosks in 48 states and at thousands of name-brand retail locations in 29 states through its BDCheckout product. The Company has the largest market share in North America with over 8,400 kiosk locations as of February 25, 2025.&nbsp;Learn more at&nbsp;<a href="https://www.globenewswire.com/Tracker?data=WqhSLsf9CKAj3kCBGsM7XwLGXBNwabALXQZUNVYe_WKQBesJooCHzhrwly2pRfzzLicSDW5c79_J9HxZaOfmRJCMgg3gijeCHWdKgyFv0vk=" rel="noreferrer noopener" target="_blank">www.bitcoindepot.com</a>.&nbsp; Contacts:



Investors&nbsp; Cody Slach Gateway Group, Inc.&nbsp; 949-574-3860&nbsp; <a href="https://www.globenewswire.com/Tracker?data=GMARhHWgw39XG7IEGpjpMlrobijGNfA3Sx2rM3iMO5GyokmCt6cjH0AuxxanT5bDMKVJmFxVcumUU04Wu7FfXH7VULwYGsf4M3gpJWCbn5o=" rel="noreferrer noopener" target="_blank">BTM@gateway-grp.com</a>



Media&nbsp; Brenlyn Motlagh, Ryan Deloney&nbsp; Gateway Group, Inc. 949-574-3860&nbsp; <a href="https://www.globenewswire.com/Tracker?data=GMARhHWgw39XG7IEGpjpMsczKrYJZU2-F6vvQeJUWeOh52fFGlVArEptbtOXUes5_hknokXsr4YD5Q1mxq7PHJ7giLwAntM4JyHggSx4ji4=" rel="noreferrer noopener" target="_blank">BTM@gateway-grp.com</a>



Source: Bitcoin Depot Inc.



Released May 1, 2025

Research News and Market Data on Bitcoin Depot







May 01, 2025 8:00 AM EDT



ATLANTA, May 01, 2025 (GLOBE NEWSWIRE) &#8212;&nbsp;Bitcoin Depot&nbsp;(“Bitcoin Depot” or the “Company”) (NASDAQ: BTM), a U.S.-based Bitcoin ATM operator and leading fintech company, will hold a conference call and live audio webcast on Thursday, May 15th&nbsp;at 10:00 a.m. Eastern time (7:00 a.m. Pacific time) to discuss its financial results for the first quarter ended March 31, 2025. Bitcoin Depot plans to release results before the market opens on the same day.



Call Date: Thursday, May 15, 2025&nbsp;&nbsp;Time: 10:00 a.m. Eastern time (7:00 a.m. Pacific time)



Phone InstructionsU.S. and Canada (toll-free): 888-596-4144U.S. (toll): 646-968-2525Conference ID: 4520708



Webcast InstructionsWebcast link:&nbsp;https://edge.media-server.com/mmc/p/akdxpm7o



A replay of the call will be available beginning after 2:00 p.m. Eastern time through May 22, 2025.



U.S. &amp; Canada (toll-free) replay number: 800-770-2030U.S. toll number: 609-800-9909Conference ID: 4520708



If you have any difficulty connecting with the conference call, please contact Bitcoin Depot’s investor relations team at 1-949-574-3860.



About Bitcoin DepotBitcoin Depot Inc. (Nasdaq: BTM) was founded in 2016 with the mission to connect those who prefer to use cash to the broader, digital financial system. Bitcoin Depot provides its users with simple, efficient and intuitive means of converting cash into Bitcoin, which users can deploy in the payments, spending and investing space. Users can convert cash to bitcoin at Bitcoin Depot kiosks in 48 states and at thousands of name-brand retail locations in 29 states through its BDCheckout product. The Company has the largest market share in North America with over 8,400 kiosk locations as of February 25, 2025.&nbsp;Learn more at&nbsp;www.bitcoindepot.com.&nbsp;Contacts:



Investors&nbsp;Cody SlachGateway Group, Inc.&nbsp;949-574-3860&nbsp;BTM@gateway-grp.com



Media&nbsp;Brenlyn Motlagh, Ryan Deloney&nbsp;Gateway Group, Inc.949-574-3860&nbsp;BTM@gateway-grp.com



Source: Bitcoin Depot Inc.



Released May 1, 2025

Release - Bitcoin Depot Schedules First Quarter 2025 Conference Call for Thursday, May 15th at 10:00 am ET

Bitcoin

Bitcoin Depot

Crypto

<figure class="wp-block-image"><img src="https://www.noblelinx.com/images/channelchek/research-teaser-header.jpg" alt=""/></figure>



 Thursday, May 01, 2025



Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



Private placement financing.&nbsp;Aurania recently closed the first tranche of its previously announced non-brokered private placement financing of up to 5,000,000 units at a price of C$0.30 per unit for gross proceeds of up to C$1,500,000. An aggregate of 3,182,899 units were sold under the first tranche for gross proceeds of C$954,869.70. Dr. Keith Barron, Chairman, President, and CEO, acquired 1,000,000 units under the offering and owns or exercises control over 47,672,635 common shares, 1,752,992 options, and 12,399,135 warrants representing 44.41% and 50.88% of the company’s issued and outstanding common shares on a non-diluted and partially diluted basis, respectively. Aurania expects to close the final tranche of its non-brokered private placement on or around May 5.



Loan agreement.&nbsp;Dr. Keith Barron has also agreed to provide a loan of up to US$2,094,500 to the company. The loan will be advanced from time to time in mutually agreed upon principal amounts. The loan is unsecured and bears interest at 2% per annum. The proceeds are expected to be used to fund Aurania’s remaining 2024 mineral concession fees in Ecuador, which are due on May 1.



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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Thursday, May 01, 2025



Mark Reichman, Managing Director, Equity Research Analyst, Natural Resources, Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



Private placement financing.&nbsp;Aurania recently closed the first tranche of its previously announced non-brokered private placement financing of up to 5,000,000 units at a price of C$0.30 per unit for gross proceeds of up to C$1,500,000. An aggregate of 3,182,899 units were sold under the first tranche for gross proceeds of C$954,869.70. Dr. Keith Barron, Chairman, President, and CEO, acquired 1,000,000 units under the offering and owns or exercises control over 47,672,635 common shares, 1,752,992 options, and 12,399,135 warrants representing 44.41% and 50.88% of the company’s issued and outstanding common shares on a non-diluted and partially diluted basis, respectively. Aurania expects to close the final tranche of its non-brokered private placement on or around May 5.



Loan agreement.&nbsp;Dr. Keith Barron has also agreed to provide a loan of up to US$2,094,500 to the company. The loan will be advanced from time to time in mutually agreed upon principal amounts. The loan is unsecured and bears interest at 2% per annum. The proceeds are expected to be used to fund Aurania’s remaining 2024 mineral concession fees in Ecuador, which are due on May 1.



Get the Full Report







Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Aurania Resources (AUIAF) - Gaining Momentum

AUIAF

Aurania Resources

Natural Resouces

Precious Metals &amp; Mining

<figure class="wp-block-image"><img src="https://www.noblelinx.com/images/channelchek/research-teaser-header.jpg" alt=""/></figure>



 Thursday, May 01, 2025



Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



Fiscal Year 2025 Reported.&nbsp;Nutriband reported its financial results for FY2025, ended January 31, 2025, with a 4Q25 loss of $5.5 million or ($0.50) per share and a loss of $10.5 million or $(0.99) per share. Preparations for the abuse-deterrence clinical testing continue, with an NDA expected toward 4Q25 or early 2026. As of January 31, 2025, the cash balance was $4.3 million.



Revenue For The Pocono Pharmaceutical Division Met Expectations.&nbsp;The Pocono Pharmaceutical division revenue for FY2025 was $2.1 million, with 4Q25 consistent with previous quarters. Gross margin improved in 4Q25 to 45% of sales, the highest level of the year. Nutriband has extended its contract manufacturing collaboration with KT tape, the kinesiology tape company, with modest growth in our projections for FY2026.



<h2 class="wp-block-heading"> <a href="https://www.channelchek.com/research-reports/27441">Get the Full Report</a></h2>







Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Thursday, May 01, 2025



Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



Fiscal Year 2025 Reported.&nbsp;Nutriband reported its financial results for FY2025, ended January 31, 2025, with a 4Q25 loss of $5.5 million or ($0.50) per share and a loss of $10.5 million or $(0.99) per share. Preparations for the abuse-deterrence clinical testing continue, with an NDA expected toward 4Q25 or early 2026. As of January 31, 2025, the cash balance was $4.3 million.



Revenue For The Pocono Pharmaceutical Division Met Expectations.&nbsp;The Pocono Pharmaceutical division revenue for FY2025 was $2.1 million, with 4Q25 consistent with previous quarters. Gross margin improved in 4Q25 to 45% of sales, the highest level of the year. Nutriband has extended its contract manufacturing collaboration with KT tape, the kinesiology tape company, with modest growth in our projections for FY2026.



Get the Full Report







Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Nutriband Inc. (NTRB) - Fiscal 2025 Reported With Product Progress Updates

Biotechnology

healthcare

NTRB

Nutriband Inc.

<figure class="wp-block-image"><img src="https://www.noblelinx.com/images/channelchek/research-teaser-header.jpg" alt=""/></figure>



 Thursday, May 01, 2025



V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission's lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today's toughest challenges across all operational domains.



Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



New Awards. V2X continues to win new awards, and if current Defense budget proposals resulting in the first $1 trillion budget for fiscal year 2025 move to fruition, the award environment should remain target rich for the Company.



Navy Contract.&nbsp;Earlier this week, the Company was awarded a $103 million contract by the U.S. Navy for Contractor Logistics Support (CLS) maintenance of C-26 aircraft. Under this contract, V2X will continue providing comprehensive CLS support, including aircraft engineering, upgrades, maintenance, and modifications. The award&nbsp;reinforces V2X's role as the best-value provider for this critical mission, in our view.



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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Thursday, May 01, 2025



V2X builds innovative solutions that integrate physical and digital environments by aligning people, actions, and technology. V2X is embedded in all elements of a critical mission&#8217;s lifecycle to enhance readiness, optimize resource management, and boost security. The company provides innovation spanning national security, defense, civilian, and international markets. With a global team of approximately 16,000 professionals, V2X enables mission success by injecting AI and machine learning capabilities to meet today&#8217;s toughest challenges across all operational domains.



Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



New Awards. V2X continues to win new awards, and if current Defense budget proposals resulting in the first $1 trillion budget for fiscal year 2025 move to fruition, the award environment should remain target rich for the Company.



Navy Contract.&nbsp;Earlier this week, the Company was awarded a $103 million contract by the U.S. Navy for Contractor Logistics Support (CLS) maintenance of C-26 aircraft. Under this contract, V2X will continue providing comprehensive CLS support, including aircraft engineering, upgrades, maintenance, and modifications. The award&nbsp;reinforces V2X&#8217;s role as the best-value provider for this critical mission, in our view.



Get the Full Report







Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

V2X, Inc. (VVX) - Some More Awards

Aerospace &amp; Defense

Industrial

<figure class="wp-block-image"><img src="https://www.noblelinx.com/images/channelchek/research-teaser-header.jpg" alt=""/></figure>



 Thursday, May 01, 2025



Kratos Defense &amp; Security Solutions, Inc. (NASDAQ:KTOS) develops and fields transformative, affordable technology, platforms, and systems for United States National Security related customers, allies, and commercial enterprises. Kratos is changing the way breakthrough technologies for these industries are rapidly brought to market through proven commercial and venture capital backed approaches, including proactive research, and streamlined development processes. At Kratos, affordability is a technology, and we specialize in unmanned systems, satellite communications, cyber security/warfare, microwave electronics, missile defense, hypersonic systems, training and combat systems and next generation turbo jet and turbo fan engine development. For more information go to www.kratosdefense.com.



Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



A Trillion Dollard Defense Budget?&nbsp;House Republicans have released legislation that would increase Pentagon spending by $150 billion. The proposal was approved by the House Armed Services Committee and, when combined with the already approved government fiscal year 2025 $886 billion defense budget, the added dollars would bring defense spending to more than $1 trillion for the first time.&nbsp;A significant portion of the recent budget increases target areas in Kratos' wheelhouse, in our opinion, which could provide additional upside to the Company.



Missile Defense.&nbsp;Approximately $25 billion of the $150 billion proposed increase would be earmarked for the Golden Dome missile defense initiative. Recall, Golden Dome would be a shield intended to protect the continental U.S. against advanced missiles. Golden Dome is another project that aligns with Kratos' capabilities, in our view.



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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Thursday, May 01, 2025



Kratos Defense &amp; Security Solutions, Inc. (NASDAQ:KTOS) develops and fields transformative, affordable technology, platforms, and systems for United States National Security related customers, allies, and commercial enterprises. Kratos is changing the way breakthrough technologies for these industries are rapidly brought to market through proven commercial and venture capital backed approaches, including proactive research, and streamlined development processes. At Kratos, affordability is a technology, and we specialize in unmanned systems, satellite communications, cyber security/warfare, microwave electronics, missile defense, hypersonic systems, training and combat systems and next generation turbo jet and turbo fan engine development. For more information go to www.kratosdefense.com.



Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.



Refer to the full report for the price target, fundamental analysis, and rating.



A Trillion Dollard Defense Budget?&nbsp;House Republicans have released legislation that would increase Pentagon spending by $150 billion. The proposal was approved by the House Armed Services Committee and, when combined with the already approved government fiscal year 2025 $886 billion defense budget, the added dollars would bring defense spending to more than $1 trillion for the first time.&nbsp;A significant portion of the recent budget increases target areas in Kratos&#8217; wheelhouse, in our opinion, which could provide additional upside to the Company.



Missile Defense.&nbsp;Approximately $25 billion of the $150 billion proposed increase would be earmarked for the Golden Dome missile defense initiative. Recall, Golden Dome would be a shield intended to protect the continental U.S. against advanced missiles. Golden Dome is another project that aligns with Kratos&#8217; capabilities, in our view.



Get the Full Report







Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.



This Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).



*Analyst certification and important disclosures included in the full report.&nbsp;NOTE: investment decisions should not be based upon the content of this research summary.&nbsp;Proper due diligence is required before making any investment decision.&nbsp;

Kratos Defense &amp; Security (KTOS) - Some Favorable Tailwinds?

Kratos Defense &amp; Security

KTOS

As the Trump administration's second term progresses, we're witnessing a potential regime change in market dynamics. After years dominated by tech giants and trade war concerns, America's mounting debt burden is now taking center stage.



<h2 class="wp-block-heading">From Tariff Wars to Debt Anxiety</h2>



Market sentiment is pivoting from U.S.-China trade tensions toward debt sustainability. With CBO projections showing U.S. debt potentially exceeding 120% of GDP by the mid-2030s and persistent budget deficits around 6% of GDP, investor psychology appears primed for a significant shift.



This isn't merely academic—it has real implications for capital flows. As global reserve managers begin questioning the "risk-free" status of U.S. Treasuries, we could see demands for higher real yields or diversification into alternative sovereigns, keeping the long end of the U.S. yield curve stubbornly high.



<h2 class="wp-block-heading">The Magnificent Seven Losing Momentum</h2>



The market's recent run has been fueled by a handful of technology giants. However, structural factors suggest these mega-cap stars may be losing steam, creating opportunities in the previously overlooked small-cap sector.



The mathematics of valuation makes this shift compelling: Big Tech stocks trade on multi-decade cash flow projections. When the term premium rises 100 basis points, these long-duration assets can see their DCF values erode by 10-15%. By contrast, small-cap earnings are front-loaded, making their valuations less sensitive to rate shocks.



<h2 class="wp-block-heading">Refinancing Reality</h2>



Companies that previously benefited from ultra-low borrowing costs now face a sobering reality. Many companies that recently refinanced debt must contend with significantly higher servicing costs.



This challenge extends to the federal level. U.S. government debt that once carried interest rates near zero is now being rolled over at 4-4.5%—representing a 50-60% increase in servicing costs and potentially accelerating debt anxiety.



<h2 class="wp-block-heading">The Small-Cap Advantage</h2>



Four structural factors suggest quality small-cap stocks could outperform:



<ul class="wp-block-list">
<li>Valuation Metrics: The Russell 2000 (ex-negative earners) has a forward P/E of approximately 14x versus the S&amp;P 500's 20x—a discount in the 15th percentile of the past 25 years.</li>



<li>Tax Policy: Large multinationals have historically benefited from profit-shifting strategies. As corporate tax policies adjust, domestic small firms—already paying close to statutory rates—may feel less relative impact.</li>



<li>Capital Allocation: Higher yields raise the hurdle for debt-funded buybacks that have powered S&amp;P 500 EPS growth. Small caps, which tend to focus more on reinvestment, may gain a relative advantage.</li>



<li>Dollar Dynamics: The Russell 2000 derives approximately 80% of its revenue domestically. If debt concerns lead to dollar weakness, these companies may experience less FX pressure than multinational exporters.</li>
</ul>



<h2 class="wp-block-heading">Historical Patterns</h2>



Looking at previous episodes (1974-1979, 1999-2002, 2002-2006), we find a consistent pattern: periods of fiscal stress and rising term premiums have coincided with small-cap outperformance ranging from 22 to 70 percentage points over their large-cap counterparts.



<h2 class="wp-block-heading">Fixed Income Competition</h2>



As interest rates climb, bonds become increasingly attractive alternatives to stocks. This dynamic could particularly pressure tech giants' lofty valuations, while reasonably valued small caps with strong fundamentals may hold up better in this competitive landscape.



<h2 class="wp-block-heading">A Stock Picker's Market</h2>



We're likely entering a "stock picker's market" where the era of rising-tide-lifts-all-boats index investing is waning. If economic growth stagnates under the weight of debt concerns and higher interest rates, broad market indexes will struggle to deliver the returns investors have grown accustomed to over the past decade.



In this environment, the ability to identify individual companies with unique advantages becomes paramount. Those capable of spotting opportunities—particularly in the small-cap space where market inefficiencies are more common—stand to realize potentially outsized returns compared to passive index holders. As alpha generation becomes more challenging in mega-caps, skilled fundamental analysis and security selection will likely differentiate performance outcomes.



<h2 class="wp-block-heading">Risk of Market Consolidation</h2>



A significant risk in the current climate is prolonged sideways movement or consolidation in the broader market. This economic phenomenon occurs when asset prices increase even as the real economy shrinks—creating a disconnect between market valuations and underlying fundamentals. Such periods can be particularly challenging for index investors who rely on general market appreciation rather than specific security selection.



This environment of stagnant indexes coupled with pockets of opportunity may drive increased speculative interest in small-cap stocks. As investors search for growth in a growth-starved market, smaller companies with unique value propositions or disruptive potential could attract disproportionate attention and capital flows, creating both opportunities and volatility in this segment.



<h2 class="wp-block-heading">Investment Implications</h2>



For portfolio construction, this evolving landscape strengthens the case for quality small caps versus indexes dominated by duration-sensitive technology giants. Investors should focus on small companies with strong balance sheets, sustainable competitive advantages, and predominantly domestic revenue exposure.



As the market narrative shifts from tariffs to debt sustainability and broad index returns become more challenging, positioning ahead of this potential rotation and developing robust security selection capabilities could prove a prescient move for forward-thinking investors.

As the Trump administration&#8217;s second term progresses, we&#8217;re witnessing a potential regime change in market dynamics. After years dominated by tech giants and trade war concerns, America&#8217;s mounting debt burden is now taking center stage.



From Tariff Wars to Debt Anxiety



Market sentiment is pivoting from U.S.-China trade tensions toward debt sustainability. With CBO projections showing U.S. debt potentially exceeding 120% of GDP by the mid-2030s and persistent budget deficits around 6% of GDP, investor psychology appears primed for a significant shift.



This isn&#8217;t merely academic—it has real implications for capital flows. As global reserve managers begin questioning the &#8220;risk-free&#8221; status of U.S. Treasuries, we could see demands for higher real yields or diversification into alternative sovereigns, keeping the long end of the U.S. yield curve stubbornly high.



The Magnificent Seven Losing Momentum



The market&#8217;s recent run has been fueled by a handful of technology giants. However, structural factors suggest these mega-cap stars may be losing steam, creating opportunities in the previously overlooked small-cap sector.



The mathematics of valuation makes this shift compelling: Big Tech stocks trade on multi-decade cash flow projections. When the term premium rises 100 basis points, these long-duration assets can see their DCF values erode by 10-15%. By contrast, small-cap earnings are front-loaded, making their valuations less sensitive to rate shocks.



Refinancing Reality



Companies that previously benefited from ultra-low borrowing costs now face a sobering reality. Many companies that recently refinanced debt must contend with significantly higher servicing costs.



This challenge extends to the federal level. U.S. government debt that once carried interest rates near zero is now being rolled over at 4-4.5%—representing a 50-60% increase in servicing costs and potentially accelerating debt anxiety.



The Small-Cap Advantage



Four structural factors suggest quality small-cap stocks could outperform:




Valuation Metrics: The Russell 2000 (ex-negative earners) has a forward P/E of approximately 14x versus the S&amp;P 500&#8217;s 20x—a discount in the 15th percentile of the past 25 years.



Tax Policy: Large multinationals have historically benefited from profit-shifting strategies. As corporate tax policies adjust, domestic small firms—already paying close to statutory rates—may feel less relative impact.



Capital Allocation: Higher yields raise the hurdle for debt-funded buybacks that have powered S&amp;P 500 EPS growth. Small caps, which tend to focus more on reinvestment, may gain a relative advantage.



Dollar Dynamics: The Russell 2000 derives approximately 80% of its revenue domestically. If debt concerns lead to dollar weakness, these companies may experience less FX pressure than multinational exporters.




Historical Patterns



Looking at previous episodes (1974-1979, 1999-2002, 2002-2006), we find a consistent pattern: periods of fiscal stress and rising term premiums have coincided with small-cap outperformance ranging from 22 to 70 percentage points over their large-cap counterparts.



Fixed Income Competition



As interest rates climb, bonds become increasingly attractive alternatives to stocks. This dynamic could particularly pressure tech giants&#8217; lofty valuations, while reasonably valued small caps with strong fundamentals may hold up better in this competitive landscape.



A Stock Picker&#8217;s Market



We&#8217;re likely entering a &#8220;stock picker&#8217;s market&#8221; where the era of rising-tide-lifts-all-boats index investing is waning. If economic growth stagnates under the weight of debt concerns and higher interest rates, broad market indexes will struggle to deliver the returns investors have grown accustomed to over the past decade.



In this environment, the ability to identify individual companies with unique advantages becomes paramount. Those capable of spotting opportunities—particularly in the small-cap space where market inefficiencies are more common—stand to realize potentially outsized returns compared to passive index holders. As alpha generation becomes more challenging in mega-caps, skilled fundamental analysis and security selection will likely differentiate performance outcomes.



Risk of Market Consolidation



A significant risk in the current climate is prolonged sideways movement or consolidation in the broader market. This economic phenomenon occurs when asset prices increase even as the real economy shrinks—creating a disconnect between market valuations and underlying fundamentals. Such periods can be particularly challenging for index investors who rely on general market appreciation rather than specific security selection.



This environment of stagnant indexes coupled with pockets of opportunity may drive increased speculative interest in small-cap stocks. As investors search for growth in a growth-starved market, smaller companies with unique value propositions or disruptive potential could attract disproportionate attention and capital flows, creating both opportunities and volatility in this segment.



Investment Implications



For portfolio construction, this evolving landscape strengthens the case for quality small caps versus indexes dominated by duration-sensitive technology giants. Investors should focus on small companies with strong balance sheets, sustainable competitive advantages, and predominantly domestic revenue exposure.



As the market narrative shifts from tariffs to debt sustainability and broad index returns become more challenging, positioning ahead of this potential rotation and developing robust security selection capabilities could prove a prescient move for forward-thinking investors.

The Great Rotation: Why Small Caps May Outshine Tech Giants in an Era of Debt Anxiety

Small Cap Rotation

small cap stocks

Stagflation

Stock Pickers Market

Noble Capital Markets Research Morning Call

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