Today's News Sentiment

Ticker Summary Sentiment Date
WDCWestern Digital Corporation announced it will host its Innovation Day event on February 3, 2026, in New York City. The event will highlight key innovations in data storage, particularly those addressing the growing demand from the AI-driven data economy. A live webcast and archived replays will be available on the company's Investor Relations website.Bullish2026-01-20 22:23:02
PSAShurgard Self Storage Ltd., the European affiliate of Public Storage Inc., will release its 2025 full-year financial results on February 26 at 7 a.m. CET. A management presentation will follow at 10 a.m. CET in London, which will also be live-streamed via Zoom. A replay will be available on the company's website starting February 27.Bearish2026-01-20 22:23:02
KEYKeyCorp is restructuring its board of directors in response to demands from activist investor HoldCo Asset Management, which previously criticized the bank's stock performance and called for the CEO's termination. The changes include appointing Todd Vasos as the new lead independent director and nominating two new directors with extensive banking experience to replace retiring members. KeyCorp also announced an acceleration of share buyback activities and reported strong fourth-quarter earnings, exceeding analyst expectations.Bullish2026-01-20 22:23:02
EQIXSeveral Equinix executives, including the CEO, CFO, and other EVPs, recently sold company shares on January 16, 2026, under 10b5-1 trading plans. These sales, totaling several million dollars, were primarily conducted to cover withholding taxes associated with the vesting of Restricted Stock Units (RSUs). Despite these transactions, the executives retain significant direct ownership of Equinix shares.Bearish2026-01-20 22:23:02
MCHPPiper Sandler has increased its price target for Microchip Technology (MCHP) to $85 from $80, maintaining an Overweight rating and naming it their "top mid-cap pick." Analyst Harsh Kumar foresees significant growth potential for the company in 2026, driven by strengthening order momentum, particularly from the industrial sector, and new AI data center parts expected to boost revenue. Microchip Technology designs and sells embedded control solutions across various markets, including industrial, automotive, and aerospace.Bullish2026-01-20 22:23:02
UALUnited Airlines Holdings Inc. reported better-than-expected fourth-quarter profits and record revenue, driven by strong demand from premium and loyalty customers. The airline's shares jumped over 4% in extended trading following the announcement. United also provided an optimistic 2026 adjusted EPS forecast and highlighted significant growth in passenger numbers and premium revenue in 2025.Bullish2026-01-20 22:23:02
MRKModerna and Merck announced five-year follow-up data from their Phase 2b KEYNOTE-942/mRNA-4157-P201 study for an mRNA-based individualized neoantigen therapy in high-risk melanoma. The combination of intismeran autogene and Keytruda showed sustained, clinically meaningful improvement in recurrence-free survival, reducing the risk of recurrence or death by 49% compared to Keytruda alone. This positive data reinforces earlier findings, and a Phase 3 trial for adjuvant melanoma is fully enrolled, with additional trials for non-small cell lung cancer and renal cell carcinoma ongoing.Bullish2026-01-20 22:23:02
OZKBank OZK (OZK) reported its Q4 revenue at $440.7 million, surpassing the FactSet estimate of $434.6 million. This news follows a recent announcement where the bank increased its quarterly dividend to $0.46 per share from $0.45, payable on January 20, 2026. Despite the revenue beat, the bank's Q4 earnings reportedly fell, with EPS at $1.53 against an estimated $1.55.Bullish2026-01-20 22:23:02
UALUnited Airlines Holdings Inc. reported better-than-expected fourth-quarter profit and record revenue, driven by strong demand from premium and loyalty customers. The carrier's shares surged over 4% in extended trading following the announcement. United also provided an optimistic outlook for 2026, forecasting adjusted EPS between $12 and $14, and highlighted robust performance in premium and loyalty revenue as well as passenger numbers for 2025.Bullish2026-01-20 22:23:02
DDDuPont has appointed D.G. Macpherson, CEO of W.W. Grainger, to its Board of Directors, effective immediately. Macpherson brings extensive experience in operational excellence, supply chain optimization, and business transformation. DuPont, a global innovation company with a market capitalization of $17.75 billion, has a strong financial health and has maintained dividend payments for 55 consecutive years.Bullish2026-01-20 22:23:02
EIXWells Fargo downgraded Edison International (EIX) to Underweight with a $59 price target due to concerns over the Eaton Fire liability and uncertainty surrounding California's liability construct. Despite this, Public Service Enterprise Group (PEG) was upgraded by Wells Fargo to Overweight from Equal Weight, with a maintained price target of $72, citing attractive valuation and ongoing PSEG Power restructuring.Bearish2026-01-20 22:23:02
EIXWells Fargo has downgraded Edison International (EIX) from Equal Weight to Underweight, setting a $59 price target, primarily due to ongoing uncertainties surrounding the Eaton Fire liability and California's regulatory environment. The unresolved fire claims and legal complexities are seen as significant operational risks, despite some potential positives from a recent lawsuit. Analyst consensus projects a higher average price target for EIX, but Wells Fargo emphasizes focusing on fundamental reasons for rating changes.Bearish2026-01-20 22:23:02
IMRNImmuron (ASX:IMC) reported continued sales growth in its key global markets for the first half, driven primarily by strong performance of its Travelan immune supplement in Australia and the United States. The company recorded overall sales of $4.2 million, a 5% increase, with significant gains from marketing efforts and new product launches, despite mixed results in Canada. Immuron aims to expand distribution and leverage its oral immunotherapy platform for future growth.Bearish2026-01-20 22:23:02
ETNEaton (ETN) shares fell by 1.8% due to broader market anxieties sparked by renewed tariff concerns. The company is set to release its fourth-quarter 2025 earnings on February 3, and investors are keenly watching for strong data-center and utility demand signals, especially given recent analyst endorsements and previous backlog figures. The upcoming earnings report will be critical in assessing Eaton's resilience against potential trade war impacts and its ability to capitalize on AI-driven demand.Bearish2026-01-20 22:23:02
LNTAlliant Energy Corporation (NASDAQ: LNT) has scheduled its fourth quarter and year-end 2025 earnings release for Thursday, February 19th, after market close. A conference call to discuss these results will be held on Friday, February 20th, at 9 a.m. CT, featuring President and CEO Lisa Barton and Executive Vice President and CFO Robert Durian. The event will be webcast live on the company's investor relations website and is open to the public via a dial-in number.Bearish2026-01-20 22:23:02
RBARB Global, Inc. (NYSE and TSX: RBA) has announced that its Board of Directors has declared a quarterly cash dividend of US$0.31 per common share. This dividend is payable on March 2, 2026, to shareholders of record on February 9, 2026, and is considered an eligible dividend for Canadian income tax purposes. RB Global is a leading omnichannel marketplace and provider of value-added insights and transaction solutions for commercial assets and vehicles globally.Bullish2026-01-20 22:23:02
MTDMettler-Toledo International Inc. (NYSE: MTD) announced the appointment of Michael J. Tokich to its Board of Directors, effective February 5, 2026. Mr. Tokich previously served as Senior Vice President and CFO at STERIS plc for over 17 years. Roland Diggelmann, Chair of the Board, highlighted Mr. Tokich's extensive experience in finance, operations, and IT as a valuable asset to the company.Bullish2026-01-20 22:23:02
SNPSSynopsys is launching its inaugural Converge Conference on March 11-12 at the Santa Clara Convention Center, integrating SNUG Silicon Valley, Simulation World, and an executive-exclusive Forum. The event aims to showcase Synopsys' silicon-to-systems vision through keynotes and demonstrations, emphasizing the collaboration required between silicon and system designers in the AI era. Speakers include Synopsys President and CEO Sassine Ghazi, Chief Product Development Officer Shankar Krishnamoorthy, and Ansys VP Anthony Dawson.Bullish2026-01-20 22:23:02
AEEAmeren Corporation announced that its fourth-quarter 2025 earnings webcast will take place on Thursday, February 12, 2026, at 9 a.m. Central time. Chairman, President, and CEO Martin J. Lyons Jr., and CFO Leonard P. Singh will discuss 2025 earnings, 2026 guidance, and other relevant matters during the call, which will be broadcast live on AmerenInvestors.com. A replay will be available for one year following the event.Bearish2026-01-20 22:23:02
AMTAmerican Tower Corporation (NYSE: AMT) has released its year-end tax reporting information for 2025 distributions, urging stockholders to consult their tax advisors. The bulletin details cash distribution, ordinary taxable dividends, qualified taxable dividends, Section 199A dividends, and Section 897 ordinary distributions per share across multiple record and payment dates in 2025. This final allocation explicitly states there were no capital gain, unrecaptured Section 1250 gain, or non-dividend distributions for the 2025 tax year.Bearish2026-01-20 22:23:02
CNPCenterPoint Energy, Inc. (NYSE: CNP) announced it will host a webcast for its Fourth Quarter 2025 Earnings Conference Call on February 19, 2026, at 7:00 a.m. Central time. Interested parties can listen via the company's investor relations website. CenterPoint Energy is a multi-state electric and natural gas delivery company based in Houston, serving approximately 7 million customers across Indiana, Minnesota, Ohio, and Texas.Bearish2026-01-20 22:23:02
WYWeyerhaeuser (NYSE: WY) announced that its 2025 dividend distributions, totaling $0.84 per share across four quarterly installments, are designated entirely as capital gain distributions for tax purposes. This means they are not eligible for the 20% qualified business income deduction under section 199A of the Internal Revenue Code, and no portion is classified as qualified dividends or nondividend distributions. The company noted that these allocations are based on the best available information and could change once its 2025 tax return is officially filed.Bearish2026-01-20 22:23:02
AXPAmerican Express stock (AXP) fell by about 2% last week, primarily due to President Donald Trump's proposal for a 10% cap on credit card interest rates, which impacted the broader payments sector. Despite the selloff driven by regulatory concerns rather than company-specific news, a valuation model suggests a target price of $384, implying a 5.2% upside over the next two years. Future performance is tied to premium customer spending, expense management, and stable credit performance.Bearish2026-01-20 22:23:02
RBARB Global (RBA) has declared a quarterly dividend of $0.31 per share, totaling $1.24 annualized, resulting in an annual yield of 1.1 percent. The dividend is payable on March 2, 2026, to stockholders of record on February 9, 2026, with an ex-dividend date of February 6, 2026. The company's stock currently trades at $113.25, with an overall analyst rating of SELL.Bullish2026-01-20 22:23:02
DHID.R. Horton, Inc. (NYSE:DHI) announced a quarterly dividend of $0.45 per share, payable on February 12th to shareholders of record on February 5th. The company has a strong dividend history, having raised its dividend for 10 consecutive years with a low payout ratio of 14.5%, indicating good coverage by earnings. Despite a 9.5% year-over-year revenue decline, D.R. Horton exceeded analyst expectations for its last quarterly earnings, reporting $2.03 EPS on $6.89 billion in revenue.Bullish2026-01-20 22:23:02
OKEONEOK, Inc. (NYSE: OKE) announced it will release its fourth-quarter and year-end 2025 earnings after market close on February 23, 2026. A conference call and webcast for investors and media will follow on February 24, 2026, at 11 a.m. Eastern, providing an opportunity for management to discuss the results. Replays of the call will be available online and via phone for a limited time.Bearish2026-01-20 22:23:02
APAAPA Corporation has released supplemental information for its fourth-quarter 2025 financial and operational results, including estimated average realized prices, dry hole costs, and transaction expenses. The company also announced a curtailment of U.S. natural gas and NGL production due to weak Waha hub prices and repurchased 2.7 million shares during the quarter. APA is scheduled to host a conference call on February 26 to discuss these results.Bearish2026-01-20 22:23:02
NFLXNetflix reported a strong fourth quarter, exceeding revenue and EPS estimates, driven by higher pricing, membership growth, and increased advertising revenue. The company also announced an all-cash acquisition of Warner Bros. Discovery to accelerate its business strategy. Despite the positive Q4 results, Netflix's stock fell in after-hours trading due to lower-than-expected guidance for Q1 and fiscal year 2026.Bullish2026-01-20 22:23:02
MDTAnteris Technologies (AVR) has announced a $200 million public offering of common stock, with an option for an additional $30 million, aimed at bolstering its capital structure. Concurrently, Medtronic plc has committed to a $90 million private placement in Anteris, contingent on the public offering's success. The proceeds will fund clinical trials for its DurAVR transcatheter heart valve, expand manufacturing, and support R&D, as the company's stock remained stable after the announcement, and analysts project a significant price increase.Bullish2026-01-20 22:23:02
UALUnited Airlines (NASDAQ:UAL) announced strong quarterly earnings, beating analyst expectations by $0.13 with an EPS of $3.10. Despite this positive news and bullish analyst ratings, the stock traded down 4.4% on heavy volume. Insider transactions also showed CEO J. Scott Kirby selling a significant number of shares in December.Bearish2026-01-20 22:23:02
UALUnited Airlines reported strong Q4 2025 results, with Non-GAAP EPS of $3.10 beating expectations by $0.16 and revenue reaching $15.4 billion, a 5% year-over-year increase. The company also generated robust cash flow, with $8.4 billion in operating cash flow and $2.7 billion in free cash flow for the year, and repurchased $640 million in shares. Analyst price targets for UAL show an average 1-year target of $139.07, with several firms raising their targets based on positive fundamental backdrops and strong demand trends.Bullish2026-01-20 22:23:02
MTDMettler-Toledo International Inc. (NYSE:MTD) has announced the appointment of Michael J. Tokich, former Senior Vice President and CFO of STERIS plc, to its Board of Directors, effective February 5, 2026. This appointment leverages Tokich's nearly two decades of experience as a public company CFO. The company, a global supplier of precision instruments, also recently reported strong Q2 2025 earnings and has seen positive ratings from several financial firms.Bullish2026-01-20 22:23:02
KEYKeyCorp reported strong fourth-quarter results, driven by a 15% increase in net interest income and an 8% improvement in earnings per share, reaching $0.43. This performance led to a 12.4% return on tangible common equity, slightly exceeding expectations for the full year. Morningstar plans to increase its fair value estimate for KeyCorp stock due to higher near-term earnings growth, considering the shares fairly valued post-update.Bullish2026-01-20 22:23:02
IQVIQVIA Holdings Inc. (NYSE: IQV) will announce its fourth-quarter and full-year 2025 financial results on February 5, 2026, before the market opens. The company's management will host a conference call and webcast at 9:00 a.m. Eastern Time on the same day for interested parties to join and view presentation slides. Details for registration and webcast access are available on the IQVIA Investor Relations website.Bearish2026-01-20 22:23:02
NEENEXTERA ENERGY INC (NEE) disclosed $2,159,000 in lobbying expenditures for Q4 2025, covering issues such as clean energy, nuclear energy, and tax incentives. The article also provides recent data on congressional stock trading in NEE, insider transactions, hedge fund activity, and analyst ratings with price targets for the stock.Bearish2026-01-20 22:23:02
FFord is moving its Lincoln luxury brand headquarters to the Michigan Central campus in Detroit, a strategy aimed at further differentiating Lincoln from Ford vehicles. Approximately 55 Lincoln Marketing, Sales, and Service employees will relocate to the renovated train station in mid-February, occupying space alongside other Ford business units. This move follows Lincoln's strong performance in sales and recent top rankings in automotive brand reports, coinciding with Ford's broader reorganization of its white-collar workforce in metro Detroit.Bullish2026-01-20 22:23:02
KHCThe Kraft Heinz Company announced it filed a prospectus supplement for the potential resale of up to 325 million shares of common stock by Berkshire Hathaway Inc., as per a 2015 agreement. This filing does not obligate Berkshire Hathaway to sell shares, nor will Kraft Heinz receive proceeds or issue new securities if sales occur. The shares are currently trading near their 52-week low, and the company offers a 6.8% dividend yield, amidst recent analyst downgrades, price target adjustments, leadership changes, and impacts from new dietary guidelines.Bearish2026-01-20 22:23:02
GDGeneral Dynamics Corp (GD) has disclosed $3,753,899 in lobbying expenditures for Q4 2025, covering a broad range of defense, appropriations, and regulatory issues. The article also details recent congressional and insider trading activity of GD stock, with both groups primarily selling shares. Furthermore, it highlights institutional investor movements and recent Wall Street analyst ratings and price targets for GD.Bearish2026-01-20 22:23:02
GMGeneral Motors Company (GM) recently disclosed $3,150,000 in lobbying expenditures for Q4 2025, covering a range of issues from global market access to vehicle fuel economy and defense appropriations. The report also details recent insider trading activity, with GM insiders primarily selling shares, and institutional investor movements, showing both additions and reductions in GM stock holdings. Additionally, Wall Street analysts have issued various ratings and price targets for GM, with a median target of $86.0.Bearish2026-01-20 22:23:02
BABoeing Company disclosed $2,890,000 in lobbying expenditures for Q4 2025, covering a broad range of issues including appropriations, aviation safety, defense, international sales, healthcare, homeland security, tax, and environmental regulations. The article also details recent congressional and insider trading activity in BA stock, as well as significant hedge fund movements and analyst ratings with price targets for the company.Bearish2026-01-20 22:23:02
COPConocoPhillips disclosed $2,630,000 in lobbying expenditures for Q4 2025, focusing on environmental policy, permitting reform, and oil and gas development. Key issues included streamlining environmental review processes, supporting specific legislation, and opposing certain BLM rules, particularly concerning the National Petroleum Reserve-Alaska (NPR-A) and the Willow project. The disclosure also covers congressional trading, insider trading, hedge fund activity, and analyst ratings related to ConocoPhillips (COP) stock.Bearish2026-01-20 22:23:02
HASHasbro, Inc. (HAS) has announced that it will release its financial results for the fourth quarter and full year 2025 on February 10, 2026. The toy and game company specializes in the design, production, and marketing of toys, games, and entertainment content, with significant operations in the US. The announcement comes alongside recent board appointments and analyst rating adjustments for the company.Bearish2026-01-20 22:23:02
RBARB Global, Inc. has announced a quarterly dividend of $0.31 per share. This dividend is payable on March 2 to shareholders of record as of February 9. The announcement was made on January 20, 2026.Bullish2026-01-20 22:23:02
DRIDarden Restaurants' CFO, Rajesh Vennam, sold 6,774 shares of the company's stock for over $1.45 million on January 15th, reducing his direct ownership by 42.84%. This transaction follows the company's recent quarterly earnings report where it missed analyst estimates slightly but posted a 7.3% year-over-year revenue increase. Darden also announced a $1.50 per share quarterly dividend, and analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $223.00.Bearish2026-01-20 22:23:02
EQIXEquinix CEO Adaire Fox-Martin recently sold 2,670 shares of company stock for over $2.1 million, reducing her ownership by 15.23%. This follows another sale in December. The company's stock has traded down 2.2% recently, though analysts maintain a "Moderate Buy" rating with an average target price of $959.64.Bearish2026-01-20 22:23:02
EQIXEquinix (NASDAQ:EQIX) insider Jonathan Lin sold 888 shares of the company's stock for over $711,000 on January 16th, which decreased his ownership by 8.64%. This follows a previous sale of 124 shares in December. The company recently reported strong quarterly earnings and announced a quarterly dividend, while analysts maintain a "Moderate Buy" rating for the stock.Bearish2026-01-20 22:23:02
EQIXEquinix (NASDAQ:EQIX) Chairman Charles Meyers sold 2,094 shares of the company's stock on January 16th, totaling over $1.68 million. This transaction reduced his direct ownership by 13.64%. The company recently reported strong quarterly earnings and declared a quarterly dividend of $4.69 per share.Bearish2026-01-20 22:23:02
RBARB Global, Inc. announced a quarterly cash dividend of $0.31 per common share, payable on March 2, 2026, to shareholders of record on February 9, 2026. The company, an omnichannel marketplace for commercial assets and vehicles, also reported strong third-quarter 2025 earnings, surpassing analyst expectations for both EPS and revenue. Additionally, National Bank Financial upgraded RB Global's stock to Outperform and raised its price target, citing recent contract wins and market share gains.Bullish2026-01-20 22:23:02
CBZThe Fifth Circuit Court of Appeals ruled in Sirius Solutions, LLLP v. Commissioner that a "limited partner" for self-employment tax purposes is defined by limited liability under state law, overturning the IRS's attempt to impose self-employment tax on their distributive shares. This decision may lead to refund claims for individuals who paid self-employment tax on limited partner interests and could influence future partnership filing positions, although its direct application to LLCs and LLPs remains uncertain. The IRS might petition for a rehearing or nonacquiesce, with similar cases pending in other circuit courts.Bullish2026-01-20 22:23:02
RYAAYIn an escalating dispute following Ryanair CEO Michael O'Leary's criticism of Starlink internet for planes, Elon Musk polled his social media followers about buying Ryanair. The feud began after O'Leary dismissed Starlink as too costly and inefficient for the airline, calling Musk an "idiot" and X a "cesspit." Both Musk and O'Leary are known for their provocative public statements, and Ryanair has even launched a "Big Idiot Seat Sale" in response to Musk's comments.Bearish2026-01-20 22:23:02