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Seeking Alpha: News

Eli Lilly unveils long-term data on Omvoh for Crohn's disease

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Blue Owl Capital move adds to private credit unease

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Optimist Fund takes new stake in Affirm in Q4, exits Fiverr

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Delinquency rates deteriorate, charge-offs mixed: January Credit Pulse

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Jackson Financial targets $1.2B free capital generation and raises capital return outlook for 2026 amid TPG partnership

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Evergy outlines 6% to 8% plus annual EPS growth through 2030 as data center deals fuel transformative demand

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Tenaris outlines stable Q1 2026 outlook with 7% dividend increase and offshore growth opportunities

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Farmland Partners outlines $14.4M–$16.4M AFFO target for 2026 amid portfolio streamlining and 50% dividend increase

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Chewy at an attractive entry point as growth drivers remain intact—Raymond James

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Texas Pacific Land targets data center and desalination growth while setting water sales record in Q4 2025

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Insmed outlines $1B-plus BRINSUPRI revenue target for 2026 while advancing pipeline and ARIKAYCE expansion

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Radian outlines dividend of at least $600M and strategic shift following Inigo acquisition

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Brady outlines increased R&D investment and raises EPS guidance amid ongoing margin improvements

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CVR Partners targets 95%-100% ammonia utilization in Q1 2026 as reliability projects advance

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Glencore nears $4B sale of Kazakhstan zinc mining business - Bloomberg

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Baron Asset Fund adds Axon in Q4, sells Trade Desk

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Top 10 large-cap industrial stocks ranked by lowest RSI

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SiriusPoint outlines $100M share buyback and targets 16.2% ROE while expanding A&H specialty

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Claros outlines $2.5B loan resolutions and signals portfolio expansion after 2026 as balance sheet strengthens

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CenterPoint sees 8% EPS growth in 2026 and accelerates $500M capital plan amid Houston load surge

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Choice Hotels outlines positive U.S. net rooms growth for 2026 amid portfolio optimization and conversion momentum

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Oakmark Global Concentrated Strategy adds SNY; exits MBGAF and RHHBY

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FanDuel and DraftKings eye Arkansas sports betting launch despite strict revenue-sharing model

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Repsol says Venezuela owes $5.4B but recovery not a top priority for now

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DoorDash faces questions over investment intensity and impact on margins

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Quanta Services targets over 20% adjusted EPS growth in 2026 amid record $44B backlog and vertical integration initiatives

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Enlight Renewable Energy secures NIS 1.32B in private placement

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Armour outlines continued capital deployment and dividend stability while portfolio grows over 10% amid easing rates

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Bretton Fund exits UNP and RVTY

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Mortgage rates down to lowest level since September 2022

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Kaiser Aluminum outlines 2026 EBITDA growth of 5%–15% with packaging and aerospace momentum

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Oakmark International Small-Cap Strategy adds VISIF; exits GRRMY, JDEPY, and MDMXF

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Apple faces suit from W.Va. AG for allegedly failing to prevent child sex abuse images on iCloud

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Monument & Cathedral withdraws acquisition proposal for MarketWise shares

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Google unveils Gemini 3.1 Pro in latest update to flagship AI model

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Atlanta Fed GDPNow revises Q4 GDP growth downward to 3.0%

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Lexicon Pharma spikes after insider buy

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CRH outlines $8.1B–$8.5B 2026 EBITDA target amid record M&A activity and margin expansion

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Garrett Motion anticipates cooling technologies to surpass 5% of revenue by decade’s end as Trane partnership ramps

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Madrigal outlines robust 2026 net sales growth and expanding pipeline amid 50% MASH market surge

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Morgan Stanley cuts transaction fees by half at private shares platform

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ClearBridge Canadian Equity Strategy adds TRI; exits NTR and SAPIF

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Labor market is ‘essentially going sideways’ with AI contributing to stagnation – strategist

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United Airlines adds more perks for MileagePlus credit card holders

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Lithium Americas plans up to $1.6B capex for Thacker Pass phase 1 this year

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Generac to acquire Enercon to expand data center and switchgear capabilities

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APA Group Stapled Securities revenue of $1.61B

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Etsy outlines slight GMS growth for 2026 amid Depop sale and AI-driven strategy

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CMA says Getty-Shutterstock deal may impact UK editorial market

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Old National Bancorp to buy back up to $400M shares

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