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Seeking Alpha: News

Emerson Electric raises EPS guidance to $6.40–$6.55 for 2026 as AI-enabled products and robust North America orders drive growth

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Lucky Strike Entertainment  declares $0.06 dividend

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Spectrum Brands declares $0.47 dividend

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Equinor raises dividend by 5.4% to $0.39; announces 2026 buy-back target of $1.5B

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Novartis reports mixed Q4 results; initates FY26 soft outlook

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Mercury Systems signals margin improvement and sustained growth amid backlog expansion and operational streamlining

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UBS GAAP EPS of $0.37 misses by $0.02, revenue of $12.15B beats by $130M; initiates Q1 outlook and sets 2028 ambitions

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CK Hutchison moves to arbitration following Panama Canal license annulment

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Equinor tops Q4 estimates; initiates FY26 outlook

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Amazon and Prosus partner on AI, cloud to cut costs by double digits

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Asian markets diverge: KOSPI hits all-time high despite Wall Street’s AI-led retreat

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Nvidia AI chip sales to China stalled by US security review, FT reports

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China’s services sector beats expectations as PMI climbs to 52.3 in January

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Earnings Snapshot: Take-Two forecasts FY26 net bookings at $6.65B–$6.7B, Q4 mixed

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Japan’s service sector hits 11-month high as January PMI climbs to 53.7

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Banco Santander GAAP EPS of €0.24, total income of €15.16B

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8x8 raises 2026 revenue and EPS guidance as usage-based offerings surge 60%

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Replimune Group GAAP EPS of -$0.77 beats by $0.01

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SiTime confirms talks with Renesas on timing business deal

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Lumentum expects Q3 2026 revenue to surpass $805M as AI demand accelerates

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Benchmark Electronics signals strong 2026 semi-cap recovery and double-digit medical growth while expanding Penang capacity

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Trump adviser and Fed governor Stephen Miran leaves White House post

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Silicon Motion Technology Non-GAAP EPS of $1.26 misses by $0.04, revenue of $278.5M beats by $17.51M

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Anthropic reportedly plans employee tender offer at $350B valuation

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Lithium miner Tianqi opens door to full SQM divestment

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Intapp outlines $415M–$419M SaaS revenue target for fiscal 2026 as cloud momentum accelerates

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Take-Two raises full-year net bookings outlook to $6.7B as mobile and core franchises surge

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Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report

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Enphase targets $2B battery retrofit market in Netherlands while rolling out fifth-generation batteries and AI-driven customer tools

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Columbia Sportswear outlines 1%–3% net sales growth and 6.2%–6.9% operating margin for 2026 amid tariff headwinds and emerging brand momentum

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EGain outlines $90.5M–$92M fiscal 2026 revenue target as AI Knowledge ARR jumps 27%

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Clorox outlines 0–1% category growth target and innovation-led recovery as ERP transition ends

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Amcor outlines synergy-driven EPS growth of 12%–17% for fiscal 2026 while advancing portfolio optimization

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Aviat outlines $1.6B 5G router opportunity and maintains $440M–$460M revenue target as BEAD optimism grows

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Skyworks outlines $500M synergy target through Qorvo merger while projecting Q2 revenue up to $925M

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Carlisle outlines path to $40 EPS and 25% ROIC backed by Vision 2030 and innovation investments

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Varonis targets 18%–20% SaaS ARR growth excluding conversions for 2026 as SaaS transition accelerates

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Glencore halts $300M plan to cut emissions at Quebec smelter

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Group of BP investors seeks proof that shift to oil and gas will bring value

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Super Micro Computer targets $40B full-year revenue as DCBBS drives margin outlook

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Amgen outlines $37B–$38.4B 2026 revenue target as Repatha, EVENITY, and TEZSPIRE drive momentum

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Chipotle outlines path to 7,000 North American units and accelerates global expansion in 2026 plan

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AMD outlines path to >60% annual data center growth and multi-billion AI revenue by 2027 as MI400 and Helios launch

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Mondelez signals chocolate margin recovery in 2027 amid shifting cocoa costs and increased brand investment

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Match Group outlines flat 2026 revenue with $1.085B-$1.135B free cash flow target as Tinder turnaround advances

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Aytu BioPharma outlines EXXUA launch strategy and expects breakeven at $17.3M quarterly net revenue as ADHD portfolio remains resilient

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InnovAge raises 2026 revenue guidance to $950M while achieving 9.2% adjusted EBITDA margin

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Key Tronic targets $1.2M per quarter cost savings as China facility wind-down advances

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Cirrus Logic targets doubling PC revenue in fiscal 2026 while expanding AI and automotive offerings

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Jacobs raises FY26 outlook with 6.5%-10% net revenue growth and $7.30 EPS target as backlog hits $26B

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