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Seeking Alpha: News

Sartorius Aktiengesellschaft Non-GAAP EPS of €1.20, revenue of €899.1M; reaffirms FY outlook

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Sanofi beats Q1 estimates; reaffirms FY26 outlook

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Dassault Systemes Non-GAAP EPS of €0.30, revenue of €1.51B; gives Q2 and reaffirms FY26 outlook

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Sanofi and Regeneron’s Dupixent becomes first biologic for kids under 12 with CSU

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Ipsen S.A. reports Q1 results; reaffirms FY outlook

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Teck Resources beats Q1 estimates; reaffirms FY26 production outlook

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STMicroelectronics beats revenue but misses EPS in Q1 2026; gives Q2 outlook

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Pathward maintains FY 2026 EPS guidance of $8.55 to $9.05 as tax services revenue reaches $96M

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Core Scientific prices $3.3B in senior secured notes

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SoftBank eyes $10B margin loan backed with OpenAI stake- report

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Australia’s private sector returns to growth in April 2026

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Patterson-UTI Energy declares $0.10 dividend

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Japan manufacturing PMI surges in April; services and composite slant lower

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Kalshi suspends and fines three congressional candidates in ‘insider trading’ crackdown

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Helix Energy Solutions Group GAAP EPS of -$0.09 in-line, revenue of $287.95M beats by $24.04M

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SEI signals rising retail exposure with registered transfer agency launch in Q3 as IMS implements top-15 alts mandates

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Home BancShares declares $0.21 dividend

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Pinnacle West Capital declares $0.91 dividend

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Southern Missouri declares $0.25 dividend

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Liberty Energy declares $0.09 dividend

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Meta tracking employee keystrokes on Google, LinkedIn, Wikipedia as part of AI training project: report

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Microsoft looked at buying Cursor before SpaceX deal: report

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Altimmune prices $225M public offering of securities

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Thursday’s Economic Calendar

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Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end

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QuantumScape reiterates 2026 adjusted EBITDA loss guidance of $250M-$275M while ramping Eagle Line QSE-5 output

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Goosehead outlines 2026 revenue growth of 10%-19% while targeting 86% client retention

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Lam forecasts June quarter EPS $1.65 ± $0.15 as it raises 2026 WFE view to $140B with upside bias

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IBM signals 5%+ 2026 revenue growth and about $1B higher free cash flow, while keeping guidance unchanged

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Knight-Swift projects Q2 2026 adjusted EPS of $0.45 to $0.49 as truckload bid targets shift to high single to low double-digit increases

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GAP signals MXN 20.8 per share dividend plan as it reiterates 2%-6% 2026 traffic guidance

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Texas Instruments expects Q2 2026 revenue of $5B-$5.4B while targeting $2B-$3B 2026 CapEx

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Neptune outlines $195M 2026 revenue target and authorizes $100M buyback as Atlas+ beta expands

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Cathay General projects 3.40%-3.50% 2026 NIM while ending rate-cut assumptions

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Kinder Morgan tops Q1 estimates as gas demand surge offsets lower fuel volumes

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Booz Allen sinks as Bessent says Treasury has lost confidence in the company for government contracts

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Everforth transition continues as management forecasts Q2 revenue of $970M-$1B and adjusted EBITDA margin of 8.8%-9.5%

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Kinder Morgan outlines $10.1B expansion backlog while projecting 2026 adjusted EBITDA more than 3% above budget

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Raymond James outlines ~$2.3B noncomp expense target while expecting ~1% Q3 fee growth

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Century Communities outlines 2026 deliveries of 9,500 to 10,500 amid reduced guidance

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LVS targets $700M Macao quarterly EBITDA while planning Venetian refresh through end of 2027

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American Water Works, Essential Utilities merger approved by Kentucky regulator

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Navy Secretary John Phelan ousted amid clash with Pentagon leadership

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Crown Castle reiterates 2026 outlook with ~$1B buyback plan and $65M annualized cost reduction

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Brent crude tops $100 as Iran attacks three ships, U.S. crude stocks post surprise draw

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CSX anticipates 2026 free cash flow growth of more than 60% as revenue outlook moves to mid-single digits

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YPF investors to pursue international treaty arbitration in $16B judgment

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Amerisafe signals mid-single-digit premium growth amid soft pricing and rate pressure

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Northrop Grumman Systems wins $207M contract modification, lifting the value to $596M

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Weatherford says Mexico starting to pay suppliers as oilfield activity normalizes

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