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Seeking Alpha: News

Eli Lilly, Novo down as Hims to offer cheaper weight-loss pill

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Murphy USA outlines EBITDA path to $1.2B by 2028 amid disciplined store expansion and proactive cost management

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Meta tests AI video-focused 'Vibes' app as a separate platform

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Large retailers are rejecting Steve Madden's price hikes -- Jefferies

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Shell maintains strong stock buyback pace: Unsustainable or sign of confidence?

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Ralph Lauren raises fiscal 2026 revenue growth outlook to high single to low double digits as brand momentum accelerates

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Black Hills outlines 6% EPS growth target for 2026 amid data center expansion and NorthWestern merger progress

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Mueller Water Products raises 2026 guidance with 2.8–4.2% net sales growth target while expanding margins

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Anthropic releases Claude Opus 4.6 with improvements in coding and handling agentic tasks

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ICE outlines $275M synergy target by 2028 with mid-single-digit recurring revenue growth in 2026

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Allstate signals $4B share buyback and 8% dividend hike amid transformative growth and cost controls

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Liquidity Services anticipates double-digit adjusted EBITDA growth in Q2 2026 while expanding GovDeals and retail consignment

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Corteva downgraded at J.P. Morgan on valuation, limited upside

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Bessent declines to commit that Warsh won't be sued if he doesn't cut rates

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Polymarket to adopt USDC stablecoin in Circle Internet partnership

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Aflac outlines 2026 benefit ratio targets and signals continued strong capital deployment

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FMC outlines $1B debt reduction and explores sale, projects $3.6B–$3.8B 2026 sales amid strategic review

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First Industrial outlines 2026 FFO midpoint of $3.14 per share while targeting cash rental rate growth of 30%–40%

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Blue Owl Capital targets 58.5% FRE margin in 2026 while expanding digital infrastructure and alternative credit platforms

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Bob's Discount Furniture trades higher in early post-IPO action

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Top 10 mid-cap stocks with the highest dividend safety grade

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CVS Health to swap Amgen and Lilly’s bone drugs with biosimilars in commercial formularies

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MarketAxess Q4 2025 Earnings Preview

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MACOM raises 2026 data center growth outlook to 35%-40% as 1.6T ramps

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ScanSource updates FY26 revenue guidance to $3B–$3.1B amid slower large deal activity and launches unified communications team

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American Superconductor targets over $80M in Q4 revenue as Comtrafo acquisition expands utility reach

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Cboe Global Markets Q4 2025 Earnings Preview

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ARES Q4 earnings advance as fundraising, investing fuel AUM climb

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Plains All American Pipeline Q4 2025 Earnings Preview

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U.S. drone makers court Asian militaries at Singapore Airshow

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Biogen Q4 2025 Earnings Preview

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The software sector goes through a ‘forest fire’ every 10-15 years, markets are ‘about to take off’ – analyst

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Ralliant outlines $2.1B–$2.2B 2026 revenue target amid growth investments and segment shifts

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ASE Technology targets $3.2B LEAP revenue in 2026 driven by AI demand and advanced packaging

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Chevron signs deal with Turkey for oil and gas exploration

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Fed's Bostic still backs mildly restrictive rates as job market 'super strong'

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Estée Lauder raises fiscal 2026 EPS growth outlook to 43% as Beauty Reimagined momentum accelerates

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Energizer outlines 300–400 basis points gross margin expansion target for 2026 while strengthening distribution

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Kimball Electronics raises 2026 sales outlook to $1.46B amid medical segment momentum and new Indianapolis facility

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Investors should approach diversification ‘more prudently, more seriously’ – Edward Jones’ Mona Mahajan

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Chesapeake Granite Wash Trust declares $0.0128 dividend

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Cognizant teams with Palantir to boost AI usage in healthcare, enterprise

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Estee Lauder declares $0.35 dividend

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Ares Management Corporation MANDATORY SER B declares $0.8437 dividend

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XPO outlines $500M–$600M capex and margin expansion plans for 2026 amid AI-driven productivity gains

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Fluence Energy plunges to YTD low after larger than expected quarterly loss

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SiriusXM outlines $1.35B free cash flow target for 2026 with stable revenue and efficiency initiatives

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Crown Holdings projects $7.90–$8.30 EPS for 2026 while targeting $900M free cash flow through capacity expansions

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InterDigital targets $1B ARR by 2030 as licensing momentum drives 2026 outlook

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TPG raises dividend by 35.6% to $0.61

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