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Seeking Alpha: News

Artisan Partners outlines private real estate expansion with Grandview acquisition while AUM hits $180B

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Western Digital's Innovation Day has implications for Seagate, BNP Paribas says

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Performance Food Group signals $73B–$75B sales target by 2028 as CEO transition shapes M&A, margin strategies

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Former PayPal exec says company has 'lost its mojo' as stock continues slide

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Fortive targets $2.90–$3 EPS for 2026 while expanding share repurchases and accelerating organic growth

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NOV upgraded at Barclays as new CEO seeks portfolio reposition

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Prudential outlines $300M–$350M earnings impact for 2026 in response to Japan business suspension

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Cognizant outlines 2026 revenue growth target of 4% to 6.5% while expanding AI builder strategy

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Bunge forecasts $7.50-$8 adjusted EPS for 2026 as Viterra integration accelerates synergy gains

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Bitcoin volatility will persist as the crypto tests critical price levels – Citi’s Saunders

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Uber achieves 'high water marks' in ridesharing, AV advancement, but profitability weighs on shares

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Veradermics surges on public debut after upsized offering

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American Assets Trust targets 1.5% FFO growth in 2026 while advancing office leasing momentum

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CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets

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Devon Energy raised at Barclays as 'too cheap and too large to ignore' ahead of merger

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Market Voices: U.S. critical minerals deals, Tim Scott on Powell case

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Barclays, NatWest to submit rival bids for Evelyn Partners - report

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Fannie Mae, Freddie Mac shares climb after Bessent remarks on release

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Azenta outlines 3% to 5% organic revenue growth and 300bps margin expansion for 2026 amid macro uncertainty

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Powell Industries targets robust 2026 growth with $1.6B backlog and record new orders as data center and utility markets accelerate

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Omnicell upgraded at BofA on buying opportunity ahead of Q4 results

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Live Nation beefs up global portfolio with Italy's ForumNet purchase

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This is where opportunities lie in growing AI hardware capex – analyst

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Regional bank stocks climb, propelled by merger outlook as one analyst sees it

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Bottom SA rated semiconductor stocks

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Cigna PBM Express Scripts settles FTC insulin pricing case

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Unifi outlines $575M revenue breakeven target amid cost base reset and early demand recovery

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Pizza Hut to close some underperforming stores in the U.S. as part of a brand reset

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ClearBridge International Growth ADR Strategy exits Linde, adds Roche in Q4 2025

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KREF outlines $1.5B repayment target and aggressive asset resolutions while evaluating dividend strategy

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AbbVie forecasts 9.5% sales growth in 2026 amid blockbuster launches and pipeline momentum

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Hanover targets mid-single-digit premium growth and 88%-89% ex-CAT combined ratio for 2026 while advancing technology and margin discipline

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Aurora Cannabis drops as quarterly adjusted net income falls

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Voya signals further margin expansion and $150M buybacks in 2026 amid record cash generation

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Cencora outlines 11.5%-13.5% operating income growth for 2026 while integrating OneOncology

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Top SA analyst rated chip stocks

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Oakmark U.S. Large Value Strategy adds AER, AMRZ, CDW, exits BK, MGA in Q4

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RTX’s Raytheon lands seven-year Pentagon deal to ramp up missile production

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Apple call provides insight into non-AI memory market: Kuo

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YieldMax Short N100 Option Income Strategy ETF declares $0.0393 dividend

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YieldMax Bitcoin Option Income Strategy ETF declares $0.2381 dividend

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Strategy Q4 earnings preview: Number of diluted shares a key metric

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Reynolds Consumer Products outlines flat 2026 adjusted EBITDA outlook as competitive pressures intensify

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Zurn Elkay outlines mid-single digit core sales growth and $335M free cash flow target for 2026 through strategic adjacencies

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YieldMax PLTR Option Income Strategy ETF declares $0.3591 dividend

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YieldMax Innovation Option Income Strategy ETF declares $0.2035 dividend

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YieldMax RBLX Option Income Strategy ETF declares $0.2001 dividend

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YieldMax PYPL Option Income Strategy ETF declares $0.166 dividend

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TransDigm downgraded at Baird, citing margin pressure and leverage risks

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YieldMax™ NVDA Option Income Strategy ETF declares $0.0939 dividend

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