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Seeking Alpha: News

Parker-Hannifin raises 2026 EPS guidance to $30.70 and projects 5% organic sales growth amid strong aerospace momentum and Filtration Group acquisition

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Hair loss pill developer Veradermics seeks up to $534M valuation in U.S. IPO

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First Solar sinks as BMO downgrades, saying Tesla's potential plans may hit sentiment

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Elon Musk's SpaceX, xAI in merger talks ahead of planned IPO - Reuters

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A. O. Smith signals 4% EPS growth for 2026 with $70M Leonard Valve acquisition while navigating China headwinds

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Thermo Fisher signals 2026 revenue guidance of up to $47.2B with 6%–8% EPS growth while advancing AI and strategic acquisitions

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Las Vegas Sands is defended by analysts amid its biggest share price decline since the pandemic

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Royal Caribbean charts a profitable course with new ships and disciplined costs

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National Fuel Gas outlines $7.60–$8.10 EPS target for 2026 while advancing Ohio utility acquisition and pipeline expansions

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Bread Financial outlines low single-digit loan growth for 2026 as credit metrics improve

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AI disrupts traditional software business, ‘AI is eating software’ – analyst

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TrumpRx launch now delayed - report

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Trump says he'll name new Federal Reserve chair next week

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Trump says Eli Lilly to build six “big” U.S. plants

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Market Voices: Trump on Fed nominee, obesity drug warning, Dow layoffs

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Celestica raises 2026 revenue outlook to $17B as company accelerates $1B CapEx for AI-driven demand

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Wendy's eyes expanding its presence in Mexico

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York Space Systems jumps after $629M IPO prices above range

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Carnival extends rally for a seventh straight session

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Brookfield Business Partners L.P. Q4 2025 Earnings Preview

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Imperial Oil Q4 2025 Earnings Preview

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STMicroelectronics targets $1B data center revenue by 2030 as inventory normalizes and automotive recovery anticipated

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Tractor Supply outlines 4%–6% sales growth target for 2026 while expanding store and delivery initiatives

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Coterra-Devon merger said to be in advanced talks - FT

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Group 1 Automotive outlines $640M revenue boost from acquisitions amid UK restructuring and record $3.6B gross profit

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The AI euphoria isn’t over as the Mag 7 stocks will continue to post earnings growth

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Alerus outlines mid-single-digit loan growth and 3.5%-3.6% NIM target for 2026 while advancing C&I lending strategy

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Canadian National Railway Q4 2025 Earnings Preview

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Air Products and Chemicals Q1 2026 Earnings Preview

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Brookfield Renewable Partners Q4 2025 Earnings Preview

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Gran Tierra Energy rallies after achieving record monthly production in December

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Apple buys Israeli startup Q.AI for about $2B - FT

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Former Federal Reserve Vice Chairman Ferguson: The Fed will stand pat for the next few meetings

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Microsoft leads software stocks lower; suffers 7th largest drop in company history

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Comcast targets majority migration to new broadband pricing by year-end 2026 as wireless lines surpass 9M

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Bankwell expects 4%–5% loan growth and $11M–$12M noninterest income in 2026 as SBA business expands

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ConnectOne outlines 2026 NIM growth and branch consolidation plans amid $14B asset milestone

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Landmark Bancorp signals continued expansion with net interest margin rising to 4.03% amid strong deposit growth

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Caterpillar anticipates sales growth near top of 5%-7% range in 2026 driven by record $51B backlog

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Norfolk Southern targets $150M in 2026 cost savings while reducing capex by $300M

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Ethos Technologies shares open at IPO price amid risk-on sentiment in markets

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Ameriprise signals continued buybacks and organic growth as AWM assets reach $1.2T in Q4 2025

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Lockheed Martin signals $80B 2026 sales target with ramped missile production and record backlog

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Dow targets $2B near-term EBITDA uplift through transformation and cost actions in 2026

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Starbucks highlights beverage innovation and a new rewards program at its Investor Day

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MarineMax reaffirms $110M–$125M adjusted EBITDA guidance for 2026 as inventory and premium sales trends improve

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Virtu Financial stock climbs after strong Q4 earnings beat

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Nasdaq outlines launch of 23/5 trading and $100M cross-sell run rate target for 2027 as AI-driven innovation accelerates

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First Interstate anticipates sequential net interest margin gains through 2026 as branch optimization and share repurchases intensify

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Valley National Bancorp outlines 11%-13% net interest income growth for 2026 amid core deposit momentum

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