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Seeking Alpha: News

EnerSys targets Q4 adjusted EPS of $1.91–$2.01 as data center growth and cost savings drive outlook

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ArcelorMittal targets $1.6B additional EBITDA as trade policy shifts reshape steel outlook

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Nathan's Famous reports Q3 results

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Cigna targets at least $30.25 EPS for 2026 following FTC settlement and strategic PBM transformation

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Rexford targets $2.35 to $2.40 core FFO per share for 2026 as company accelerates asset dispositions and capital discipline

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RMR outlines $250M multifamily fundraising target while advancing deleveraging initiatives

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U-Haul targets $500M+ reduction in new truck purchases for next fiscal year amid ongoing fleet rebalancing

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Patrick Industries outlines 70–90 bps operating margin improvement for 2026 while expanding composite and aftermarket strategies

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OneMain expects 6%–9% managed receivables growth and higher share repurchases in 2026 while expanding product innovation

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TotalEnergies signs power contracts with Airbus for German, British sites

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Consumer staples emerge as the market safe haven while the other 10 S&P 500 sectors slide

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Snap-on signals resilience amid 2.8% sales growth and continued investment in product innovation

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Agco outlines $10.4B-$10.7B 2026 sales target while advancing precision ag and cost savings

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Great Elm Group signals 4% year-over-year growth in fee-paying AUM while advancing real estate platform

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Hershey targets 4%-5% sales growth and double-digit earnings rebound in 2026 amid margin recovery and innovation investment

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Apple CEO tells staff he will lobby lawmakers on immigration: report

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Cummins outlines 3–8% revenue growth for 2026 while expanding power systems capacity and streamlining Accelera investments

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Regal Rexnord targets $1B in data center sales over two years as backlog and orders surge

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BP seeking partner for Iraq's Kirkuk oil field - Bloomberg

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Xcel Energy outlines plan to contract 6 GW of data center capacity by end of 2027 while reaffirming 6%-8% long-term EPS growth

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Omega outlines $3.15-$3.25 AFFO guidance for 2026 as Sabra relationship grows and portfolio diversifies

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Thermon raises 2026 revenue guidance to up to $526M while scaling data center and medium voltage heater growth

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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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