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Thu Jan 29
NRG Energy reinstated Outperform at Evercore as positioned to monetize tight ERCOT balance
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Lowest Quant ranked small-cap stocks with positive EPS surprises
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Carlyle Secured Lending raised to Buy at B. Riley Securities after Q4 earnings
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Intuitive Machines stock plunges after $175M equity raise
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Trump omits crypto in record-long State of the Union
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CS Disco outlines new pricing model and targets adjusted EBITDA breakeven by Q4 2026 as generative AI adoption accelerates
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Trinity Capital outlines $1.2B in unfunded commitments and monthly dividend transition amid robust portfolio growth
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Acadia Healthcare outlines $3.37B–$3.45B 2026 revenue target as new CEO emphasizes operational discipline
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ONEOK cut at Wolfe, seeing growth as below average in lower commodity price environment
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Starwood Property Trust outlines $1.9B in unfunded loan commitments as origination momentum accelerates in 2026
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Volaris targets 7% ASM growth in 2026 while advancing Viva merger process
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Hippo targets $2B gross written premium by 2028 while relaunching homeowners growth
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Gilead phase 3 data shows continued viral suppression with HIV combo pill
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Waymo starts to test if robotaxis can handle a Chicago winter
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LTC Properties targets $600M SHOP acquisitions for 2026 with 14% NOI growth guidance
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Netflix boss Ted Sarandos to attend White House meeting Thursday
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Ross Stores sets a new record high as value focus, TJX results fuel momentum
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St. Louis Fed's Musalem reiterates that monetary policy is well-positioned
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FrontView REIT targets 4% AFFO per share growth for 2026 as portfolio optimization slows
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Ovintiv moved to Overweight at JPM with shares trading below Permian, Montney peers
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MARA Q4 earnings on deck: What to expect
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APi Group targets $10B revenue by 2028 as data center growth accelerates and margin initiatives expand
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Samsung shows off Galaxy S26 series, Galaxy Buds4 at event ahead of Apple unveil
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HNI signals fifth year of double-digit EPS growth with $120M synergy target following Steelcase acquisition
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Luxfer outlines $350M–$370M 2026 sales target amid optimization initiatives and margin focus
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UFP Technologies signals further efficiency gains and robust growth pipeline following major contract expansions
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Eton wins FDA nod for rare disorder therapy Desmoda
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Microsoft, Amazon, Google among tech titans planning to provide own power for data centers: report
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Mosaic outlines $1.5B 2026 capital expenditure plan as phosphate and potash production targets rise
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Google to test changes to search results to avoid EU fine
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CAVA soars after earnings and lifts some fast-casual peers
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New Mountain Finance outlines $0.25 quarterly dividend target and $477M asset sale to drive portfolio diversification
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Atara jumps amid report on FDA’s U-turn on cell therapy
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Top Quant rated mid-cap stocks with positive EPS surprises
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EOG outlines $4.5B free cash flow target for 2026 with 5% oil growth and 13% total production growth
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BKV outlines 1.5M ton CCUS injection target by 2028 while expanding power investments
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CME Group halts Globex metals, natural gas futures, options on technical issue
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Alcon targets 5%–7% sales growth in 2026 while expanding Unity platform and launching new IOLs
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Gulfport Energy forecasts 5% Q4 2026 production growth while advancing $140M repurchase plan
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Navitas outlines $3.5B high-power market opportunity and projects sequential growth through 2026
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Top Quant ranked small cap stocks with positive EPS surprises
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Bloom Energy jumps to all-time high but Citi rates just Neutral after run-up
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MGP Ingredients outlines $480M-$500M sales outlook for 2026 as strategic portfolio rationalization advances
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SA analyst upgrades/downgrades: AMD, NBIS, GM, CRWD
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JAKKS Pacific teams with Crunchyroll for anime merchandise
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Leonardo nears aerostructures JV deal as profits climb, debt falls
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Talos outlines $500M–$550M 2026 capex plan while expanding production and portfolio
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Choice Hotels declares $0.2875 dividend
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Chesapeake Utilities declares $0.685 dividend
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Pinnacle Bancshares declares $0.27 dividend
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