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Seeking Alpha: News

TaskUs CFO to step down, names interim successor

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Sterling Infrastructure Non-GAAP EPS of $3.08 beats by $0.45, revenue of $755.6M beats by $116.19M

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Teladoc Health GAAP EPS of -$0.14 beats by $0.04, revenue of $642.27M beats by $6.94M

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Mirum Pharmaceuticals reports Q4 results

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Hut 8 outlines shift to AI infrastructure, signals 2026 focus on execution and delivery

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U.K. nears decision on $1.4B Leonardo helicopter contract

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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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