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Seeking Alpha: News

IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization

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China’s PBoC holds benchmark lending rates steady for 9th straight month

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Tennant misses top-line and bottom-line estimates; introduces FY26 outlook

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Elliott woos shareholders backing Toyota Industries buyout, Reuters reports

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Novanta beats top-line and bottom-line estimates; introduces Q1 and FY26 outlook

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Boise Cascade GAAP EPS of $0.24 misses by $0.17, revenue of $1.46B misses by $30M

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Ovintiv reports Q4 results; introduces FY26 outlook

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Tuesday’s Economic Calendar

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Grupo Aeroportuario del Pacifico reports Q4 results; introduces FY26 outlook

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Chicago Rivet & Machine declares $0.03 dividend

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Helix Energy Solutions Group GAAP EPS of $0.06 beats by $0.05, revenue of $34.16M misses by $270.51M

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Douglas Dynamics beats top-line and bottom-line estimates; introduces FY26 outlook

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Kratos anticipates doubling hypersonic revenue to $400M in 2026 while ramping Valkyrie drone output and expanding defense pipeline

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Ziff Davis misses top-line and bottom-line estimates; postpones FY26 outlook

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Black Stone Minerals beats top-line and bottom-line estimates; introduces FY26 outlook

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Pfizer strikes $495M deal for obesity drug rights in China

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Galapagos GAAP EPS of €4.87, revenue of €1.11B; introduces Q1 and FY26 outlook

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Anthropic launches staff share sale worth up to $6B: report

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BioMarin signals $3.325B–$3.425B 2026 revenue target as acquisitions and pipeline drive growth

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Fed moves to formalize removal of reputation risk in bank oversight

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Myriad Genetics outlines $860M–$880M revenue target for 2026 while advancing cancer care continuum strategy

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BWXT outlines $3.75B 2026 revenue target while expanding commercial nuclear and medical growth

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Coronado targets $300M annual margin expansion in 2026 through expansion projects and cost discipline

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Hims & Hers projects $2.7B–$2.9B revenue in 2026 while accelerating global expansion and new specialty launches

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Allison outlines $5.575B–$5.925B 2026 sales target following Dana Off-Highway acquisition integration

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Adeia outlines 2026 revenue guidance of $395M–$435M while Pay-TV share projected to fall to 35–40%

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Keysight signals 30% Q2 revenue growth and 35% EPS rise, highlights robust AI and defense demand

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DMC Global outlines $132M–$138M Q1 2026 sales target amid tariff headwinds and cost actions

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Potential U.S. strike on Iran seen likely having limited effect on oil prices

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Bed Bath & Beyond targets 25% gross margin and low- to mid-single-digit revenue growth in 2026 as integration accelerates

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Clearway outlines path to $2.90–$3.10 CAFD per share by 2030 while expanding hyperscaler partnerships

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Forward Air outlines 2026 growth strategy and tech transformation amid stable $307M EBITDA performance

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SI-BONE outlines 14%-16% revenue growth for 2026 with new product launches and Smith & Nephew partnership

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Panama officially cancels CK Hutchison contracts, temporarily handing canal ports to Maersk

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Citigroup confirms deals to sell 24% Banamex stake to group of investors for $2.5B

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Ultra Clean signals $4B revenue run rate strategy as AI-driven semiconductor demand accelerates

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What they're saying about Paramount's bid for Warner Bros.

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Centrus Energy CEO warns looming 'supply gap' threatens U.S. nuclear resurgence

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JPMorgan's Dimon says growing organically is better; sees technology changing everything

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Offerpad targets 1,000 transactions per quarter by year-end 2026 while expanding multi-solution real estate platform

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Here are the major earnings before the open Tuesday

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Metro prices aggregate C$350M senior unsecured notes offering

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Apple Hospitality delivers Q4 earnings beat even as RevPAR declines

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JPMorgan Chase sees markets revenue rising in mid-teens

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Vir surges on up to $1.7B deal with Astellas to advance prostate cancer asset

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Day One Biopharmaceuticals Q4 2025 Earnings Preview

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Axon Enterprise Q4 2025 Earnings Preview

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CoStar Group Q4 2025 Earnings Preview

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Supernus Pharmaceuticals Q4 2025 Earnings Preview

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Vir Biotechnology GAAP EPS of -$0.31 beats by $0.10, revenue of $64.07M beats by $44.16M

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