MARA & Circle Earnings Due — Samsung Electronics Trades at 4.7x PER
Monday, May 11: MARA Holdings and Circle set to report Q1 results after the bell. Samsung Electronics' valuation discount deepens at 4.7x PER, while Kakao labor talks collapse.
- MARA Holdings and Circle report Q1 2026 earnings after market close today, May 11
- KB Securities flags Samsung Electronics at a historic low of 4.7x forward P/E
As of Monday, May 11, 2026, zero 8-K Item 2.02 (earnings release) filings have been received by the SEC. However, several major companies are scheduled to report after market close. Today's earnings briefing covers key headlines from international newswires and Korean corporate developments.
Today's SEC Earnings Filings
No 8-K Item 2.02 earnings filings have been confirmed via the SEC as of today (May 11). Official earnings releases from major companies are expected after market close, U.S. Eastern Time.
MARA Holdings (MARA) is scheduled to release its Q1 2026 results at 4:00 PM ET today. As a Bitcoin mining company, MARA is drawing significant market attention given recent cryptocurrency price volatility and its potential impact on earnings direction. The official SEC 8-K Item 2.02 filing is expected to be submitted shortly after the announcement.
Circle (CRCL) is also scheduled to report Q1 2026 earnings after market close today. As the issuer of the USDC stablecoin and with an IPO on the horizon, this quarter's results are expected to serve as a key benchmark for the company's valuation. Figures will be available following the official SEC filing.
Earnings Surprises & Guidance
According to Yahoo Finance, Planet Fitness shares fell sharply following its latest earnings release. The miss versus market expectations was cited as the primary driver, with growing concerns over a slowdown in membership growth weighing on investor sentiment.
According to Yahoo Finance, H&R Block held its Q3 earnings conference call, while Helmerich & Payne reported Q2 results and Harley-Davidson released Q1 figures. Hudson Pacific Properties and Heritage Insurance also presented quarterly results via conference calls. Detailed figures for each company are available through official SEC filings.
Korean Corporate Earnings
KB Securities issued a report on Samsung Electronics (005930), noting that the stock is trading at a forward P/E of just 4.7x based on this year's earnings estimates — a historically deep valuation discount. As reported by Nate, KB Securities stated that the current price level represents the most attractive entry point for Samsung Electronics in recent memory.
Kakao (035720) is facing internal tension after labor negotiations broke down. According to Nate, the Kakao labor union demanded that 10% of operating profit be paid out as performance bonuses — citing SK Hynix's model as precedent — but failed to reach an agreement with management. With SK Hynix's operating profit-linked bonus scheme emerging as an industry benchmark, investors are closely watching how Kakao's labor dispute may affect its future cost structure.
InteliView In-Depth
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Frequently Asked Questions
When will MARA Holdings' Q1 2026 earnings be available?
MARA Holdings is scheduled to release its Q1 2026 results at 4:00 PM ET on May 11, 2026. Official figures will be accessible via the SEC 8-K Item 2.02 filing submitted after the announcement.
What is the basis for KB Securities' undervaluation call on Samsung Electronics?
KB Securities calculated that Samsung Electronics is trading at a forward P/E of just 4.7x based on 2026 earnings estimates — representing one of the lowest valuation levels in the company's history. The firm argued this makes the current price an exceptionally attractive entry point.
What is the core issue in Kakao's labor dispute?
The Kakao labor union demanded that 10% of operating profit be distributed as performance bonuses, using SK Hynix's profit-linked bonus scheme as an industry benchmark. However, negotiations with management broke down without reaching an agreement.
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