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American States Water projects $185M–$225M in 2026 utility capex as rate base climbs 11.3% CAGR

Bandwidth outlines 16% revenue growth target for 2026 amid accelerating enterprise AI adoption and $80M share repurchase program

Top 3 things to look out for on Friday

ICU Medical Non-GAAP EPS of $1.91 beats by $0.22, revenue of $540.7M in-line

Gaming and Leisure Properties FFO of $1.16 beats by $0.18, revenue of $407M beats by $0.98M

Park Hotels & Resorts FFO of $0.51 beats by $0.05, revenue of $629M beats by $6.7M

Floor & Decor Holdings GAAP EPS of $0.36 beats by $0.01, revenue of $1.13B in-line

Onto Innovation Non-GAAP EPS of $1.26 in-line, revenue of $267M misses by $0.31M

Live Nation Entertainment reports Q4 results

Extra Space Storage FFO of $2.08 beats by $0.04, revenue of $857.5M beats by $124.64M

Adamas Trust targets 60%-70% equity allocation to Agency RMBS in 2026 as Constructive integration advances

Dropbox Non-GAAP EPS of $0.68 beats by $0.01, revenue of $6363.2M beats by $5.74B

Alarm.com Non-GAAP EPS of $0.72 beats by $0.08, revenue of $261.7M beats by $10.95M

TechnipFMC outlines $10B Subsea inbound target and raises 2026 margin guidance as portfolio approach gains traction

Wayfair outlines mid-single-digit Q1 revenue growth while expanding physical retail and loyalty programs

Texas Roadhouse GAAP EPS of $1.28 misses by $0.21, revenue of $1.48B misses by $20M

QuantumScape shares fell for seven consecutive sessions following unimpressive results

Sprouts Farmers Market GAAP EPS of $0.92 beats by $0.03, revenue of $2.1B misses by $50M

Ilpt targets sustained double-digit rent growth through 2027 as leasing momentum accelerates

Pool Corporation outlines low single-digit sales growth and $10.85–$11.15 EPS target for 2026 while advancing digital and operational initiatives

Nutrien sees potash demand rising this year despite tough times for farmers

Global economy should grow at 3.2% sustained by AI investments and fiscal policy – Harvard economist

Deere expects $4.5B–$5B net income in 2026 as segment guidance and order trends improve

Western Midstream targets 5% adjusted EBITDA growth in 2026 amid reduced CapEx and Aris acquisition integration

YETI outlines 6–8% net sales growth for 2026 while expanding global reach and product innovation

GATX expects 10% EPS growth in 2026 while integrating Wells Fargo rail acquisition

Gladstone Commercial targets surpassing 70% industrial rent concentration as portfolio expands in 2026

Mueller raises quarterly dividend by 40% to $0.35/share

Evolve US Equity UltraYield ETF (CAD-Hedged) declares CAD 0.3125 dividend

Evolve Canadian Equity UltraYield ETF (CAD-Un) declares CAD 0.21 dividend

Evolve International Equity UltraYieldETF (CAD-He) ETF declares CAD 0.26 dividend

Johnson & Johnson considering sale of orthopedics business - report

Aritzia acquires the Fred Segal brand as it accelerates its U.S. push

CVR Energy outlines $200M–$240M capital plan for 2026 while expanding WCS processing and M&A focus

Select Water upgraded at Northland on 'decisively bullish' Q4 results, commentary

Airline stocks hit as Middle East tensions drive oil to 7-month high

Huntsman downgraded on valuation at J.P. Morgan after strong YTD run-up

BrainsWay down after investment in Canadian mental care provider

AMD to backstop $300M Crusoe loan with its own chips: report

ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle

NACCO declares $0.2525 dividend

Coca-Cola raises quarterly dividend by 3.9% to $0.53/share

Host Hotels targets $1.77B adjusted EBITDAre in 2026 while signaling capital returns after $1.1B asset sale

Community Health Systems outlines $11.6B–$12.0B 2026 revenue guidance as divestitures reshape portfolio

Roper declares $0.91 dividend

BMO Government Bond Index ETF declares CAD 0.107 dividend

BMO Global Dividend Opportuni Fd Active ETF Series declares CAD 0.034 dividend

BMO Growth ETF (Fixed Percentage Distribution Units) declares CAD 0.058 dividend

BMO Canadian High Dividend Covered Call ETF declares CAD 0.105 dividend