U is trading at $20.30 (-30%) following a sharp selloff triggered by disappointing Q1 2026 guidance, despite beating Q4 2025 estimates.

  • Q4 2025 revenue reached $503M (up 10% YoY) with an adjusted EPS of $0.24, outperforming expectations behind strong Grow Solutions performance.
  • The company issued weak Q1 2026 guidance, forecasting revenue of $485M and EBITDA of $107.5M, both falling below analyst projections of $489M and $116.7M respectively.