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Seeking Alpha: News

WeRide, Uber begin first commercial robotaxi service in downtown Abu Dhabi

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Unibail-Rodamco-Westfield Non-GAAP EPS of €9.58, revenue of €1.87B; initiates FY26 and medium-term outlook

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Sanofi replaces CEO Paul Hudson, names Belén Garijo as successor

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Cellebrite outlines 18%-19% ARR growth target for 2026 amid SaaS, cloud, and AI expansion

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SoftBank Group GAAP EPS of ¥552.86, revenue of ¥5719.25B

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Q2 Holdings targets 14%+ 2026 subscription revenue growth with margin expansion following strong bookings

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NN Group NV reports FY results

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Adyen reports FY results; gives FY26 outlook

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Ambev Non-GAAP EPS of R$0.28 in-line, revenue of R$24.81B beats by R$210M; initiates FY26 outlook

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McGraw Hill raises 2026 revenue guidance to $2.087B as digital and recurring revenue surge, signals margin expansion

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Ipsen S.A. Non-GAAP EPS of €12.09, revenue of €3.68B; sets full-year 2026 guidance and mid-term outlook

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Mercedes-Benz Group AG GAAP EPS of €5.34, revenue of €132.21B; initiates FY26 outlook

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Anheuser-Busch InBev beats top-line and bottom-line estimates; initiates FY26 outlook

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Toyota extends deadline for $35B deal facing Elliott opposition

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Siemens Non-GAAP EPS of €2.80, revenue of €19.14B; raises FY26 outlook

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NETSTREIT prices upsized stock offering at $19 per share

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BioRestorative prices $5M stock offering

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Asia markets mixed: Nikkei 225 hits 58,048 record, South Korea’s KOSPI breaks all-time highs; U.S. jobs in focus

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Earnings Snapshot: Equinix Q4 results fall short; Q1 revenue and AFFO guidance surpass expectations

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Viking Therapeutics outlines dual Phase III obesity programs while advancing oral VK2735 and maintenance regimens

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Nektar Therapeutics prices $400M stock offering

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Energy Vault plummets 18%, upsizes and prices $140M convertible senior notes

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Earnings Snapshot: Fastly outlook beats estimates, expects continued momentum as AI drives growth

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Chinese AI stocks surge as model upgrades, policy support lift Zhipu AI 30% and MiniMax 11%

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Japan’s January PPI rises 2.3%, easing from 2.4% in line with estimates

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West Fraser Timber GAAP EPS of -$9.63 misses by $7.19, revenue of $1.17B misses by $20M

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Thursday's Economic Calendar

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Service misses top-line estimates; initiates FY26 outlook

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UK Treasury to pilot digital government bonds on HSBC’s Orion blockchain platform - report

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Precision Drilling GAAP EPS of -C$3.23, revenue of C$478.51M

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NorthWestern misses bottom-line estimates; initiates FY26 outlook

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Lenovo Group ADR GAAP EPS of $0.04, revenue of $22.2B beats by $1.56B

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Novo Nordisk said to follow Lilly and sell obesity shot Wegovy in vial

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Applied Materials to pay $252.5M to settle U.S. export violations probe

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Porch Group targets $600M premium and $100M EBITDA for 2026 as insurance growth accelerates

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Equinix outlines 9–10% 2026 revenue growth as AI-driven bookings accelerate

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Fastly outlines 14% revenue growth target for 2026 while highlighting edge AI momentum and record margins

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Vertiv projects $6.02 EPS and $13.5B sales for 2026 while advancing capacity expansion strategy

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HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates and share repurchase signals confidence

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QuidelOrtho outlines $2.7B–$2.9B 2026 revenue target as company advances R&D pipeline and margin expansion

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Paycom targets 6–7% revenue growth in 2026 as automation drives retention gains

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Inspire Medical Systems signals 2026 revenue outlook of $950M-$1B amid coding changes and reimbursement headwinds

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Air Canada orders eight Airbus A350 widebody jets, with rights to eight more

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Motorola projects $675M 2026 Silvus revenue with 10%–11% software and 15% command center growth amid strong AI suite rollout

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Trump seeks coal boost, signing order for U.S. military to buy coal-generated electricity

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Aurora outlines 400% revenue growth target and 200+ driverless trucks for 2026 as expansion accelerates

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Oatly targets 3–5% constant currency revenue growth and $25M–$35M adjusted EBITDA in 2026 as it accelerates profitable growth strategy

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Neurocrine expects INGREZZA sales to reach up to $2.8B in 2026 amid CRENESSITY launch momentum

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LightPath targets rapid scaling over next 3 years amid record revenue and $100M backlog

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Martin Marietta outlines $2.49B adjusted EBITDA target for 2026 while advancing SOAR 2030 strategy

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