| SO | Southern Company (SO) has been recognized by FORTUNE as the No. 1 utility for 2024, yet its stock price has been relatively stable recently despite strong long-term returns. Analysts suggest the stock is undervalued, with a fair value of $99.23 compared to its current $87.51, driven by significant infrastructure investments and increased electrification demand. However, potential pressure on earnings per share from high capital plans and regulatory approvals could challenge this undervaluation thesis. | Bullish | 2026-01-23 22:23:02 |
| KMB | Kenvue (KVUE) shares saw little movement as investors anticipate a Jan. 29 vote on the company's proposed sale to Kimberly-Clark. Despite the implied valuation of the deal being above current trading prices, analysts point to "deal dynamics" and Tylenol litigation concerns causing the stock to be range-bound. Institutional Shareholder Services has recommended approval, but the litigation overhang remains a key concern for skeptics. | Bearish | 2026-01-23 22:23:02 |
| GWW | W.W. Grainger (GWW) continues to demonstrate strong operating performance and gain market share in the U.S. MRO sector, bolstered by its e-commerce platforms Zoro and MonotaRO. The main concern for investors is the company's valuation, as shares are only modestly undervalued with limited catalysts for a significant near-term re-rating. While long-term prospects include outperforming industrial production and strong free cash flow margins, increased competition and pricing transparency are expected to exert pressure on reported margins. | Bearish | 2026-01-23 22:23:02 |
| SPGI | Hyperscalers are projected to increase capital spending by nearly 40% in 2026, reaching almost $600 billion, to build out AI infrastructure according to S&P Global. This substantial investment comes as enterprises wait for their own AI investments to yield significant returns, with nearly eight in 10 executives not expecting substantial revenue contributions from AI until 2030. Despite the slow return, enterprise IT budgets are expected to continue increasing their AI investments, driving global IT spend past $6 trillion in 2026. | Bullish | 2026-01-23 22:23:02 |
| RTX | A federal judge has dismissed a lawsuit against RTX and its $58.65 billion 401(k) plan. Former employees alleged that the use of forfeited company match funds violated federal law and the terms of the plan. RTX joins other companies like Amazon and Home Depot in winning similar 401(k) forfeiture lawsuits. | Bearish | 2026-01-23 22:23:02 |
| BFC | Bank First Corporation reported strong financial results for Q4 and full year 2025, with significant growth in net income and EPS. The company's acquisition of Centre 1 Bancorp, Inc. on January 1, 2026, marks the largest in its history, expanding its market presence and service offerings. Management expressed satisfaction with the performance and is optimistic about future growth through integration and market expansion. | Bullish | 2026-01-23 22:23:02 |
| AGNCP | AGNC Investment Corp. is approaching its Q4 2025 earnings release, which is expected to be critically evaluated by the market given the stock's recent rally and mixed analyst sentiment. While the company's stock is near its annual peak, driven by factors like increased stake from Simplicity Wealth LLC, analysts have reiterated "Hold" ratings with price targets below the current trading level. Investors are particularly focused on the mortgage spread dynamics and how they will impact the company's book value, earnings, and substantial dividend payout. | Bearish | 2026-01-23 22:23:02 |
| PRM | Perimeter Solutions (NYSE: PRM), a Clayton-based company known for manufacturing firefighting products, has successfully acquired a medical device business for $685 million. This acquisition marks a significant expansion for Perimeter Solutions into the medical device sector. | Bullish | 2026-01-23 22:23:02 |
| SBAR | Simplify Asset Management has partnered with Molokai Management to expand its ETF distribution into the Asian market, which is valued at $1.7 trillion. This collaboration aims to overcome tax and operational barriers that have historically limited U.S. asset managers' access to international investors. Molokai's "Global Gateway Fund," an Australian-domiciled, tax-free investment structure, will provide a critical solution to the 30% withholding tax on dividends from U.S.-listed ETFs that Asian investors have faced. | Bullish | 2026-01-23 22:23:02 |
| PSNYW | Polestar Automotive's stock has fallen to a 52-week low of $2.33, marking a significant decline of over 54% in the past year due to challenging market conditions and substantial financial pressure, including a negative gross profit margin and over $5.6 billion in debt. Despite analyst projections for 47% revenue growth, the company faces high volatility and a Nasdaq deficiency notice for its share price, along with a planned change in its ADS ratio. | Bearish | 2026-01-23 22:23:02 |
| ADSK | Autodesk plans to cut approximately 1,000 jobs, or 7% of its global workforce, as part of a "strategic shift" with a focus on expanding its leadership in artificial intelligence. The layoffs will significantly impact customer-facing sales roles, with cost savings reinvested into key priorities. Despite the cuts, Autodesk's CEO clarified that AI is not displacing workers and the company aims to maintain its human-centric approach to technology. | Bearish | 2026-01-23 22:23:02 |
| ADSK | Software company Autodesk plans to lay off approximately 1,000 employees, about 7% of its global workforce, as part of a strategic shift towards expanding its leadership in artificial intelligence. While the company stated the cuts are not driven by AI displacing workers, roles in customer-facing sales will be significantly affected, with cost savings reinvested into priorities through fiscal year 2027. This follows previous layoffs in 2025 and positions Autodesk as the latest California tech firm to announce significant job reductions despite an 18% increase in Q3 revenue. | Bearish | 2026-01-23 22:23:02 |
| KKR | This article analyzes KKR Inc.'s (NYSE: KKR) current P/E ratio of 51.88, noting it is lower than the Capital Markets industry average of 60.89. It discusses the implications of a lower P/E ratio, suggesting potential undervaluation or weaker growth prospects, and advises investors to consider the P/E ratio alongside other financial metrics and qualitative factors for comprehensive decision-making. The stock currently trades at $124.00, having decreased by 1.81% in the current session. | Bearish | 2026-01-23 22:23:02 |
| SFD | Nathan’s Famous, the iconic Coney Island brand, has been sold to Smithfield Foods for $450 million. Smithfield Foods, which has held an exclusive license for Nathan's products since 2014, intends to leverage this acquisition to further grow the brand across retail and foodservice channels. Both companies expressed that the acquisition presents significant growth opportunities and a compelling valuation for Nathan's stockholders. | Bullish | 2026-01-23 22:23:02 |
| LULU | Lululemon Athletica founder Chip Wilson has criticized the company's board over quality control issues, calling recent see-through leggings and declining product standards a "new low." Wilson, who remains the largest individual shareholder, attributes these problems to corporate bureaucracy and a diluted brand identity, leading him to launch a proxy contest to replace board members. His actions come as Lululemon faces increased competition and a shifting retail landscape. | Bearish | 2026-01-23 22:23:02 |
| FRT | Federal Realty Investment Trust (NYSE: FRT) has released the federal income tax treatment for its 2025 distributions to holders of Common Shares of Beneficial Interest and 5.000% Series C Cumulative Redeemable Preferred Shares. The release includes detailed tables outlining record dates, payable dates, distribution amounts per share, and the tax classifications, such as taxable ordinary dividends, capital gains, and nontaxable distributions, for both common and preferred shares. Shareholders are advised to consult their personal tax advisors for specific treatment of these distributions. | Bearish | 2026-01-23 22:23:02 |
| FRT | Federal Realty Investment Trust (NYSE: FRT) has released the 2025 federal income tax treatment for its distributions to common shares and 5.000% Series C preferred depositary shares. For common shares, a total of $4.43 per share was paid, consisting of taxable ordinary dividends and capital gains, including a portion reported as Sec. 897 capital gain. Series C depositary shares received $1.25 total, also broken down into taxable ordinary dividends and capital gains. | Bullish | 2026-01-23 22:23:02 |
| IP | International Paper (NYSE: IP) has completed the sale of its Global Cellulose Fibers (GCF) business to funds affiliated with American Industrial Partners (AIP) for $1.5 billion, plus $190 million in preferred stock. This transaction involves approximately 3,300 employees, nine manufacturing facilities, and eight regional offices. The divested GCF segment generated about $2.3 billion in revenue in 2024 (excluding closed mills), marking a significant portfolio adjustment for International Paper. | Bearish | 2026-01-23 22:23:02 |
| IP | International Paper (NYSE: IP; LSE: IPC) has finalized the sale of its Global Cellulose Fibers (GCF) business to American Industrial Partners (AIP) for $1.5 billion, including $190 million in preferred stock issued to International Paper. The GCF business, which had a revenue of approximately $2.3 billion in 2024 (excluding closed mills), produces pulp for various applications like personal care products, construction materials, and paints. This transaction affects 3,300 employees globally across nine manufacturing facilities and eight regional offices. | Bullish | 2026-01-23 22:23:02 |
| BEN | Franklin Templeton Canada has announced cash distributions for several of its ETFs and ETF series of mutual funds for Canadian investors. Unitholders of record as of January 30, 2026, will receive the specified per-unit cash distribution on February 9, 2026. The announcement highlights Franklin Templeton's diverse ETF platform, offering active, smart beta, and passive ETFs across various asset classes. | Bearish | 2026-01-23 22:23:02 |
| AXON | Baillie Gifford made significant portfolio adjustments in Q4 2025, including adding 21 new stocks, with Medline Inc being the largest at $437.24 million. The firm drastically increased its stake in Axon Enterprise Inc by 1198.7% and fully exited 20 holdings, such as Pinterest Inc and Chewy Inc. Baillie Gifford also reduced positions in 160 stocks, including Cloudflare Inc and Datadog Inc, indicating strategic shifts and risk management. | Bearish | 2026-01-23 22:23:02 |
| INTC | U.S. stock markets closed mixed on Friday, with Booz Allen Hamilton leading and Intel lagging. While the Nasdaq gained 0.28% and the S&P 500 added 0.03%, the Dow Jones Industrial Average declined by 0.58%. | Bearish | 2026-01-23 22:23:02 |
| IP | American Industrial Partners has completed its acquisition of International Paper's Global Cellulose Fibers (GCF) business, establishing it as an independent company. GCF, headquartered in Memphis, Tennessee, is now a leading global producer of absorbent fluff pulp, reporting approximately $2.3 billion in revenue for 2024 with 3,300 employees and nine manufacturing facilities worldwide. This divestiture continues International Paper's strategic portfolio reshaping, following its acquisition of DS Smith and other asset sales. | Bearish | 2026-01-23 22:23:02 |
| WTRG | Essential Utilities Inc. has declared a quarterly cash dividend of $0.3426 per share, payable on March 2, 2026, to shareholders of record on February 9, 2026. This marks 80 years of consecutive quarterly cash dividends and 35 dividend increases in the last 34 years for the company. Essential Utilities focuses on providing water, wastewater, and natural gas services to approximately 5.5 million people across nine states. | Bullish | 2026-01-23 22:23:02 |
| ENPH | Enphase Energy (NASDAQ: ENPH) has announced a restructuring plan to align its workforce and costs with business needs, targeting lower operating expenses by 2026. This plan includes reducing its staff by less than 6% (approximately 160 employees), shifting some functions to lower-cost regions, and focusing on distribution-led sales, core R&D, and increased use of AI and automation. The company anticipates incurring about $4.6 million in restructuring and asset impairment charges, aiming to reduce non-GAAP operating expenses to $70–$75 million per quarter starting in Q3 2026. | Bullish | 2026-01-23 22:23:02 |
| NRG | NRG Energy (NYSE:NRG) has announced an 8% increase in its quarterly dividend, raising it to $0.475 per share, up from the previous $0.44 per share. The new dividend is payable on February 15, 2026, to shareholders of record as of February 1, 2026. This adjustment brings the company's annualized dividend to $1.90 per share, reflecting a forward yield of 3.86%. | Bullish | 2026-01-23 22:23:02 |
| WTRG | Essential Utilities (WTRG) has established an Integration Management Office (IMO) with American Water as part of their planned merger, focusing on culture, governance, organization, and technology. The merger is expected to close in Q1 2027, and a virtual shareholder vote for approval is scheduled for February 10, 2026. The company also provided extensive cautionary language regarding forward-looking statements and directed investors to SEC filings for detailed information. | Bearish | 2026-01-23 22:23:02 |
| VRTS | Virtus Investment Partners, Inc. (NYSE: VRTS) is scheduled to release its financial results for the fourth quarter of 2025 before market open on Friday, February 6, 2026. The company's president and CEO, George R. Aylward, and executive vice president and CFO, Michael A. Angerthal, will host a conference call and webcast at 10:00 a.m. Eastern to discuss the results. The accompanying presentation will be available on virtus.com, with a replay of the call accessible for at least one year. | Bearish | 2026-01-23 22:23:02 |
| HOLX | Hologic Inc (HOLX) is presented as a potentially underestimated investment in women's health, diagnostics, and medical imaging, contrasting with the current hype around AI, EV, and crypto stocks. The article explores Hologic's business model, stock performance, and market position, highlighting its focus on essential healthcare services which could provide stable, long-term growth. It suggests HOLX is a "quiet compounder" more suited for serious, long-term investors than those seeking instant, high-volatility gains. | Bullish | 2026-01-23 22:23:02 |
| C | Citigroup Inc. has announced the redemption of $2.5 billion of its 1.122% Fixed Rate / Floating Rate Notes due 2027. The redemption date is set for January 28, 2026, with the cash redemption price equal to par plus accrued interest. This action is part of Citigroup's liability management strategy to enhance its funding and capital structure efficiency. | Bullish | 2026-01-23 22:23:02 |
| VST | Vistra (NYSE: VST) announced it will report its fourth quarter and full year 2025 financial and operating results on Thursday, February 26, 2026. The company will host a live conference call and webcast at 10 a.m. ET (9 a.m. CT) accessible via its website. A replay of the webcast will also be available for one year following the call. | Bearish | 2026-01-23 22:23:02 |
| IBM | IBM shares dipped Friday afternoon ahead of its Q4 2025 earnings call next week, with investors focusing on software growth and 2026 guidance. The company also announced a new "quantum-safe" security partnership with Keyfactor, while analysts from Jefferies and Evercore reaffirmed their positive outlooks for IBM. Despite a recent acquisition announcement, the stock's future hinges on its upcoming earnings report and growth projections. | Bearish | 2026-01-23 22:23:02 |
| DE | Deere & Co. CFO Josh Jepsen is leaving to become the finance chief of Honeywell International's aerospace spinoff, Honeywell Aerospace, set to become an independent public company headquartered in Phoenix, Arizona, in the second half of the year. Jepsen's departure from Deere comes as the company faces margin pressures from tariffs, reporting a significant drop in net income for the fiscal year ended November 2025. Honeywell Aerospace has also named three other veterans to its leadership team to ensure long-term success. | Bearish | 2026-01-23 22:23:02 |
| LHX | L3Harris Technologies Inc (NYSE:LHX) announced a quarterly dividend of $1.25 per share, representing a 4.2% increase from its previous dividend. The company maintains a strong dividend coverage with a payout ratio of 39.4% and has consistently increased its dividend for 24 consecutive years. Analysts expect the company to continue covering its dividend with a future payout ratio of 38.3%. | Bullish | 2026-01-23 22:23:02 |
| TBMCR | Trailblazer Merger Corporation I (TBMC) announced a leadership change as its merger with Cyabra Strategy Ltd. proceeds. Arie Rabinowitz resigned as CEO and director, with Yosef Eichorn appointed as the new CEO. The company reassured that Rabinowitz's resignation was not due to disagreements and highlighted Eichorn's background and his family relationship to Rabinowitz. | Bearish | 2026-01-23 22:23:02 |
| CRNX | Crinetics Pharmaceuticals has initiated a Phase 2/3 trial (BALANCE-CAH) for atumelnant, an oral treatment for congenital adrenal hyperplasia (CAH) in children, marking a significant step in addressing an unmet medical need. The company's shares are performing well, and analysts are optimistic about its prospects, reinforced by strong financial health and recent positive developments for its other product, Palsonify. Atumelnant, designated as an Orphan Drug, is the first and only small molecule ACTH receptor antagonist in late-stage clinical development for CAH. | Bullish | 2026-01-23 22:23:02 |
| NSC | Wabtec, a company with operations in Pittsburgh, has secured a deal to provide 40 new locomotives to Norfolk Southern, an Atlanta-based company. This order comes weeks after Wabtec also secured a significant deal with New York's MTA. The announcement highlights Wabtec's continued growth and success in securing major contracts. | Bullish | 2026-01-23 22:23:02 |
| SPFI | South Plains Financial, Inc. announced a 6% increase in its quarterly cash dividend to $0.17 per share, marking its seventh consecutive year of dividend raises. The bank holding company, trading near its 52-week high, also recently reported strong Q3 2025 earnings and is set to acquire BOH Holdings, Inc. in a $105.9 million deal. | Bullish | 2026-01-23 22:23:02 |
| UE | Urban Edge Properties has secured $950 million in unsecured credit facilities, extending maturities and increasing its borrowing capacity by $150 million. The new facilities include a $700 million revolving credit facility and $250 million in delayed-draw term loan facilities, enhancing the REIT's financial flexibility. This follows the company's strong third-quarter earnings for 2025, which surpassed analyst expectations in both EPS and revenue. | Bullish | 2026-01-23 22:23:02 |
| JBL | Jabil Inc. (NYSE: JBL) has issued $1 billion in senior notes through an underwritten public offering, divided into two tranches: $500 million in 4.200% Senior Notes due 2029 and $500 million in 4.750% Senior Notes due 2033. Both series of unsecured notes rank equally with the company's other senior unsecured debt and include redemption rights for Jabil. Interest payments for both tranches are scheduled semi-annually. | Bearish | 2026-01-23 22:23:02 |
| ENPH | Enphase Energy announced plans to lay off approximately 160 employees, less than 6% of its workforce, and relocate certain functions to reduce costs. This restructuring is part of a strategy to streamline operations and enhance profitability. The company anticipates incurring about $4.6 million in restructuring and asset impairment charges, with a significant portion expected in the first quarter, and aims to lower adjusted operating expenses by the third quarter of 2026. | Bearish | 2026-01-23 22:23:02 |
| NOW | ServiceNow Inc. (NOW) stock rose 3.54% to $133.11, outperforming the mixed stock market on Friday. This marked the second consecutive day of gains for the company, while the S&P 500 Index saw a slight increase and the Dow Jones Industrial Average experienced a decline. | Bullish | 2026-01-23 22:23:02 |
| GS | Goldman Sachs has revealed a 2.92% aggregate voting interest in QIAGEN's share capital, comprising both direct shares and various derivatives, as of January 16, 2026. This disclosure, reported by the Dutch financial markets regulator AFM, signals a significant institutional presence that could influence QIAGEN's market perception and liquidity. QIAGEN, a life sciences and diagnostics company, notes that while it is not responsible for the accuracy of the AFM data, this stake highlights continued derivative-based exposure from a major financial institution. | Bearish | 2026-01-23 22:23:02 |
| PCVX | Vaxcyte (PCVX), a biotech company with a clinical-stage vaccine pipeline, is currently trading at US$53.83, which Simply Wall St's analysis suggests is undervalued by approximately 47.58% based on intrinsic value and discounted cash flow models. Despite recent share price momentum, the company's price-to-book ratio of 2.4x is below the industry average, indicating a lower market premium perhaps due to its early clinical stage and ongoing losses. The article highlights the importance of considering funding risk and potential clinical setbacks alongside the perceived intrinsic discount. | Bullish | 2026-01-23 22:23:02 |
| CZR | Caesars Entertainment announced plans to open a new sportsbook at Rampart Casino, signaling continued investment in its U.S. sports betting presence despite recent questions about growth and debt. Concurrently, board director Don R. Kornstein resigned, adding a governance change for investors to monitor. The news provides a mixed narrative for Caesars, with analysts weighing financial risks from high debt against potential growth from new projects and the company's position as a low-cost operator. | Bearish | 2026-01-23 22:23:02 |
| A | Agilent Technologies Inc. has launched the Agilent S540MD Slide Scanner System in several European markets, expanding its digital pathology offerings. This high-throughput scanner, designed for clinical laboratories, supports up to 540 slides with AI-assisted tissue detection to improve efficiency and integrate AI-driven workflows. The launch reflects Agilent's partnership with Hamamatsu and its commitment to providing advanced digital technologies to pathology labs facing increasing workloads and diagnostic complexities. | Bullish | 2026-01-23 22:23:02 |
| HON | Honeywell Aerospace has hired a chief financial officer from Deere & Co. and promoted three internal leaders in preparation for its spin-off into a separate public company. The Phoenix-based entity is expected to complete its spin-off in mid-2026. These leadership changes are a strategic move as the company transitions to independent operation. | Bullish | 2026-01-23 22:23:02 |
| OXLCN | Oxford Lane Capital (OXLC) is set to report its earnings before market open on Monday, January 26th. Analysts are forecasting earnings per share of $2.25 and revenue of $247.87 million, despite the company missing prior-quarter expectations with $1.24 EPS and $128.3 million in revenue. The stock traded up 0.3% to $14.71, giving it a market cap of $1.33 billion and a P/E ratio of 2.19, with institutional ownership at 6.74%. | Bearish | 2026-01-23 22:23:02 |
| TBMCR | Trailblazer Merger Corp I (NASDAQ: TBMC) has announced that Arie Rabinowitz resigned as CEO and director, with Yosef Eichorn appointed as the new Chief Executive Officer for both the company and Trailblazer Holdings, Inc. Eichorn, who is Rabinowitz's son-in-law and currently serves as Chief Development Officer, will lead the company through its proposed business combination with Cyabra Strategy Ltd., an Israeli private company, which remains subject to shareholder approval. The company has also made recent financial and operational adjustments, including increasing its borrowing limit and extending its business combination deadline. | Bearish | 2026-01-23 22:23:01 |
| L | Loews Hotels & Co. is investing $500 million to build its third hotel in Arlington, Texas, named Americana by Loews Hotels. This 507-room property will replace the existing Sheraton Arlington Hotel and is expected to break ground in early June for demolition. The new hotel will significantly expand Loews' presence near major sports venues, adding to its portfolio of 1,695 guest rooms and extensive meeting space in Arlington. | Bullish | 2026-01-23 22:23:01 |