O'Keefe Stevens Advisory Q1 2026 Winners And Laggards
The first quarter of 2026 marked the S&P 500's first negative quarter since Q1 2025, driven by ongoing market volatility. Corning emerged as a top performer following a major deal with Meta for U.S. AI data center infrastructure. Sphere Entertainment showed strong operating performance, exceeding expectations, while Perrigo continued its decline after a poor 2025. Callaway Golf was also highlighted, though specific performance details were not provided.
- ▪Q1 2026 was the first negative quarter for the S&P 500 since Q1 2025's tariff-related downturn.
- ▪Corning secured a multi-year, up to $6 billion agreement with Meta for optical fiber and connectivity for U.S. AI data centers.
- ▪Sphere Entertainment's operating results exceeded expectations in Q1 2026.
- ▪Perrigo, down 46% in 2025, continued to struggle and was a top laggard in the portfolio during Q1 2026.
- ▪Callaway Golf was mentioned among the quarter's notable stocks, though performance specifics were not detailed.
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