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Seeking Alpha: News

Alt asset managers' slump, triggered by software fears, is overdone, Goldman says

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CrowdStrike on track to log seventh straight session of losses

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Verizon extends rally for a seventh straight session

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Essex projects 2.4% same-property revenue growth for 2026 while capitalizing on cap rate compression in Northern California

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Orion Energy Systems targets $95–97M revenue in FY 2027 while expanding electrical infrastructure initiatives

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The stock market has been overvalued for some time – Vanguard CIO

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SelectQuote lowers 2026 guidance amid $40M headwind but targets 20%+ Senior EBITDA margin and $25–35M operating cash flow

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Peabody signals ramp to 10.8M tons met coal in 2026 with Centurion mine boosting premium pricing

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RBC Bearings projects $495M–$505M Q4 revenue as A&D backlog surpasses $2B amid accelerating demand

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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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