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Seeking Alpha Novinový zdroj @seekingalpha.com · 5 d

Wall Street Lunch: Markets Seesaw After Trump's Iran Pivot (undefined:SPY)

Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown.

Seeking Alpha Novinový zdroj @seekingalpha.com · 6 d

#Investing #Dividends #MarketNews

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Wall Street Brunch: Oil And Rates Will Still Dominate Sentiment (undefined:USO)

Dividend investors should note ex-dividend dates for Broadcom, Altria, Seagate, and Dick's Sporting Goods. Listen below or on the go via Apple Podcasts and Spotify Trump threatens Iran's power plants if strait not open.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

#Banking #Investing #Entertainment

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Wall Street Lunch: Rate Cut Hopes Crumble (undefined:US2Y)

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Endeavour Mining: African Gold At A Discount (TSX:EDV:CA)

Looking for more investing ideas like this one. Get them exclusively at European Small-Cap Ideas. Learn More " Endeavour Mining (EDV:CA) (EDVMF) is the largest gold producer in West Africa with a total output of around 1.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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UFO: +97% In One Year - The Industrial Future Is In Space (NASDAQ:UFO)

I rate UFO as Hold, given its catalysts but (for now) lack of concrete earnings anchors despite sector tailwinds. There is a niche segment that over 1Y has doubled its performance: attention, we are talking about the space economy, but not in a broad sense.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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PCEF: Understanding The Structure And Suitability Of This CEF ETF (NYSEARCA:PCEF)

Looking for a helping hand in the market. Members of Energy Profits in Dividends get exclusive ideas and guidance to navigate any climate.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Putnam Small Cap Growth Fund Q4 2025 Commentary

We remain focused on constructing a bottom-up portfolio driven by stock selection. * Markets: Fourth quarter results were somewhat flat relative to the first three quarters of 2025.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Dupixent's Impact On Sanofi: A Quantitative Projection Of Its Revenue (NASDAQ:SNY)

Our projections indicate the 2030 revenue projected by SNY will be reached with a 25% probability. Sanofi (SNY) is an established pharmaceutical company with a historic capitalisation of around $120B.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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MPLX: Strong Income Floor With Visible Growth Upside (NYSE:MPLX)

Growth projects are underpinned by strong demand, with mid-teens return targets and high system utilization, supporting double-digit total return potential.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Invesco California Municipal Fund Q4 2025 Commentary

Our team uses a bottom-up fundamental credit process focused on creditworthiness of individual issuers with an overlay of macroeconomic factors to capitalize on market inefficiencies.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

#Investing #MarketTrends #EconomicOutlook

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Oil's Big Jump; Markets' Small Reaction: A Risk Of Mispricing?

Looking across the industries, there has not been much of a cyclical pattern, with the defensive Consumer Staples industry down almost twice as much as cyclical Consumer Discretionary.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Academy Sports and Outdoors, Inc. (ASO) Q4 2025 Earnings Call Transcript

Academy Sports and Outdoors, Inc. (ASO) Q4 2025 Earnings Call March 17, 2026 10:00 AM EDT Company Participants Dan Aldridge - Vice President of Investor Relations Steven Lawrence - CEO & Director Earl Ford - Executive VP & CFO Conference Call Participants Christopher Horvers - JPMorgan Chase & Co, Research Division Simeon Gutman - Morgan Stanley, Research Division John Heinbockel - Guggenheim Securities, LLC, Research Division Brian Nagel - Oppenheimer & Co.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Barclays PLC (BCS) Presents at European Financials Conference 2026 Transcript

Barclays PLC (BCS) European Financials Conference 2026 March 18, 2026 5:00 AM EDT Company Participants Coimbatore Venkatakrishnan - Group CEO & Executive Director Conference Call Participants Alvaro de Tejada - Morgan Stanley, Research Division Aditya Bhagat Presentation Alvaro de Tejada Morgan Stanley, Research Division Thanks, everyone, for coming to this session with Barclays.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Zalando SE (ZLNDY) Q4 2025 Press Conference Call Transcript

Zalando SE (ZLNDY) Q4 2025 Press Conference Call March 12, 2026 4:00 AM EDT Company Participants Simon Thiel - Senior Vice-President of Corporate Affairs Patrick Kofler - Head of Investor Relations David Schröder - Co-CEO & Member of the Management Board Robert Gentz - Co-Founder, Co-CEO, GM & Member of the Management Board Anna Dimitrova - CFO & Member of Management Board Conference Call Participants Jason Gowans - Levi Strauss & Co.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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SmartStop Self Storage: Upgrading On North America Portfolio Growth (NYSE:SMA)

The high cost of construction of new storage facilities was also discussed as a risk factor. Spring season may be moving time for many people, so this is also a great time to follow up on a self-storage REIT that I covered a while back, SmartStop Self Storage (SMA), which Albert Anthony is the pen name of a Croatian-American business author who is a contributing analyst on investor platform & financial media site Seeking Alpha, where he has over +1,000 followers, & also has written for platforms like Investing dot com.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

#Investing #StockMarket #Finance

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Bullish Technical Setup Vs. Fundamental Crash Risks

However, fundamentally, there are multiple unfolding crash risks; thus, any bounce will be an opportunity to sell, while the 200 dma breakdown could accelerate the selloff.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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GARP: Appealing Factor Mix But Unimpressive Risk-Adjusted Returns (BATS:GARP)

While constructive on GARP's strategy, I remain cautious given its unattractive downside capture and risk-adjusted returns.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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S&P Global Inc. (SPGI) Presents at Reinventing AI Strategy for 2026 Transcript

Hello, everyone, and welcome to today's webinar. My name is Justine Iverson, and I look after the Corporate segment as well as the AI strategy for Data and Research within Market Intelligence.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Accenture plc (ACN) Presents at Reinventing AI Strategy for 2026 Transcript

Hello, everyone, and welcome to today's webinar. My name is Justine Iverson, and I look after the Corporate segment as well as the AI strategy for Data and Research within Market Intelligence.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Five Below, Inc. (FIVE) Q4 2026 Earnings Call Transcript

Five Below, Inc. (FIVE) Q4 2026 Earnings Call March 18, 2026 4:30 PM EDT Company Participants Christiane Pelz - Vice President of Investor Relations Winifred Park - President, CEO & Director Daniel Sullivan - Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Chase & Co, Research Division Edward Kelly - Wells Fargo Securities, LLC, Research Division Pedro Gil Garcia Alejo - Morgan Stanley, Research Division Michael Lasser - UBS Investment Bank, Research Division Scot Ciccarelli - Truist Securities, Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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M&G plc (MGPFY) Q4 2025 Earnings Call Transcript

M&G plc (MGPFY) Q4 2025 Earnings Call March 12, 2026 6:00 AM EDT Company Participants Luca Gagliardi - Director of Investor Relations Paolo Rossi - Group CEO & Executive Director Kathryn McLeland - CFO & Executive Director Joseph Pinto - Chief Executive Officer of M&G Asset Management Clive Bolton - Chief Executive Officer of M&G Life Insurance Conference Call Participants Larissa van Deventer - Barclays Bank PLC, Research Division Michael Huttner - Joh.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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VICI Properties Stock: Revisiting The Thesis After The Recent Pullback (NYSE:VICI)

Caesars, VICI's largest tenant, remains stable; ongoing lease negotiations and potential acquisition activity support confidence in long-term rent collection and portfolio optimization.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

seekingalpha.com

DLocal Limited (DLO) Q4 2025 Earnings Call Transcript

DLocal Limited (DLO) Q4 2025 Earnings Call March 18, 2026 5:00 PM EDT Company Participants Mirele de Aragao - Head of Investor Relations Pedro Arnt - CEO & Director Guillermo Perez - Chief Financial Officer Conference Call Participants Daer Labarta - Goldman Sachs Group, Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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BrightSpring Health Services, Inc. (BTSG) Analyst/Investor Day Transcript

BrightSpring Health Services, Inc. (BTSG) Analyst/Investor Day March 17, 2026 8:30 AM EDT Company Participants Jon Rousseau - Chairman, President & CEO Charles Wardrip Viji Evers Benito Fernandez Robert Thomson Christopher Urban Rich Denness Scott Greenwell Elizabeth Robinson Rhonda Sanders-Allamon Kimberly More Daryn Demeritt - Senior Vice President of Government Relations Jennifer Phipps - CFO, Chief Accounting Officer & Principal Accounting Office Christopher Consalus Conference Call Participants Brian Tanquilut - Jefferies LLC, Research Division Erin Wilson Wright - Morgan Stanley, Research Division Albert Rice - UBS Investment Bank, Research Division Charles Rhyee - TD Cowen, Research Division Joanna Gajuk - BofA Securities, Research Division David Larsen - BTIG, LLC, Research Division Lawrence Solow - CJS Securities, Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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XMMO: Mid-Cap Momentum Could Be A Less Costly Strategy (NYSEARCA:XMMO)

Trading at a forward P/E of 21. 10x and a low 0. 35% expense ratio, XMMO is rated Buy for investors seeking momentum outside tech-heavy indices.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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New Fortress Energy: Restructuring Leaves Limited Option Value For Common Stock (NFE)

Looking for a helping hand in the market. Members of Value Investor's Edge get exclusive ideas and guidance to navigate any climate.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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AutoCanada Inc. (ACQ:CA) Q4 2025 Earnings Call Transcript

AutoCanada Inc. (ACQ:CA) Q4 2025 Earnings Call March 18, 2026 6:00 PM EDT Company Participants Samuel Cochrane - CEO & Interim CFO Conference Call Participants Luke Hannan - Canaccord Genuity Corp.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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HeartFlow targets $218M-$222M in 2026 revenue and accelerates PCI Navigator launch while expanding plaque coverage (NASDAQ:HTFL)

Earnings Call Insights: HeartFlow, Inc. (HTFL) Q4 2025 Management View * CEO John Farquhar opened the call highlighting "outstanding financial performance driven by the sustained adoption of our HeartFlow platform and strong execution across our commercial, innovation and clinical initiatives.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Usio, Inc. (USIO) Q4 2025 Earnings Call Transcript

Usio, Inc. (USIO) Q4 2025 Earnings Call March 18, 2026 4:30 PM EDT Company Participants Paul Manley - Senior Vice President of Investor Relations Greg Carter - Executive VP of Payment Acceptance & Chief Revenue Officer Louis Hoch - Co-Founder, Chairman, President, CEO & COO Michael White - Senior VP, Chief Accounting Officer and Principal Accounting & Financial Officer Conference Call Participants Barry Sine - Litchfield Hills Research, LLC Scott Buck - H.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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HeartFlow, Inc. (HTFL) Q4 2025 Earnings Call Transcript

HeartFlow, Inc. (HTFL) Q4 2025 Earnings Call March 18, 2026 4:30 PM EDT Company Participants Nicholas Laudico - Vice President of Investor Relations John Farquhar - President, CEO & Director Vikram Verghese - Chief Financial Officer Conference Call Participants Robert Marcus - JPMorgan Chase & Co, Research Division William Plovanic - Canaccord Genuity Corp.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Micron's Q4: Why This AI Super-Cycle Is Different, And 6x Earnings Is Too Cheap (MU)

Despite cyclicality and competition risks, MU stock's forward P/E of 6-8x and structural demand trends justify a Buy rating.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Sera Prognostics, Inc. (SERA) Q4 2025 Earnings Call Transcript

Sera Prognostics, Inc. (SERA) Q4 2025 Earnings Call March 18, 2026 5:00 PM EDT Company Participants Jennifer Zibuda - Head of Investor Relations Evguenia Lindgardt - President, CEO & Director Lee Anderson - Chief Commercial Officer Tiffany Inglis - Chief Medical Officer Austin Aerts - Chief Financial Officer Conference Call Participants Andrew Brackmann - William Blair & Company L.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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uCloudlink Group Inc. (UCL) Q4 2025 Earnings Call Transcript

uCloudlink Group Inc. (UCL) Q4 2025 Earnings Call March 18, 2026 8:30 AM EDT Company Participants Daniel Gao Chaohui Chen - CEO & Director Yimeng Shi - Chief Financial Officer Daniel Gao - Investor Relations Contact Conference Call Participants Theodore O'Neill - Litchfield Hills Research, LLC Wei Zhang - Diamond Equity Research LLC Presentation Operator Thank you for standing by, and welcome to the uCloudlink Group, Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Hubbell Incorporated (HUBB) Presents at JPMorgan Industrials Conference 2026 Transcript

Hubbell Incorporated (HUBB) JPMorgan Industrials Conference 2026 March 18, 2026 12:15 PM EDT Company Participants Joseph Capozzoli - Senior VP & CFO Gregory Gumbs - President of Hubbell Utility Solutions Segment Conference Call Participants C.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Alimentation Couche-Tard Inc. (ATD:CA) Q3 2026 Earnings Call Transcript

Alimentation Couche-Tard Inc. (ATD:CA) Q3 2026 Earnings Call March 18, 2026 8:00 AM EDT Company Participants Mathieu Brunet - Vice President of Investor Relations & Treasury Alexander Miller - President, CEO & Director Filipe Da Silva - Executive VP & CFO Conference Call Participants John Zamparo - Scotiabank Global Banking and Markets, Research Division Irene Nattel - RBC Capital Markets, Research Division Mark Petrie - CIBC Capital Markets, Research Division Christopher Li - Desjardins Securities Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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XOMA Royalty Corporation (XOMA) Q4 2025 Earnings Call Transcript

XOMA Royalty Corporation (XOMA) Q4 2025 Earnings Call March 18, 2026 8:00 AM EDT Company Participants Owen Hughes - CEO & Director Bradley Sitko - Chief Investment Officer Jeffrey Trigilio - Chief Financial Officer Conference Call Participants Juliane Snowden David Risinger - Leerink Partners LLC, Research Division Philip Nadeau - TD Cowen, Research Division Joshua Korsen - H.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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HelloFresh SE (HELFY) Q4 2025 Earnings Call Transcript

HelloFresh SE (HELFY) Q4 2025 Earnings Call March 18, 2026 3:30 AM EDT Company Participants Dominik Richter - Group CEO & Member of Management Board Fabien J.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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AMD Doesn't Worry Me, Its Customers And Deals Do (NASDAQ:AMD)

Looking for a helping hand in the market. Members of Envision Early Retirement get exclusive ideas and guidance to navigate any climate.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Boyd Group Services Inc. (BYD:CA) Q4 2025 Earnings Call Transcript

Boyd Group Services Inc. (BYD:CA) Q4 2025 Earnings Call March 18, 2026 10:00 AM EDT Company Participants Linda Funk Brian Kaner - CEO, President & Director Jeff Murray - CFO, Executive VP, Secretary & Treasurer Conference Call Participants Krista Friesen - CIBC Capital Markets, Research Division Sabahat Khan - RBC Capital Markets, Research Division Chris Murray - ATB Cormark Capital Markets Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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FDL: Basics Of The First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL)

The First Trust Morningstar Dividend Leaders Index Fund (FDL) targets high-yielding U. S. stocks with stable, sustainable dividends.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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The AI Cloud Market Is Not Converging - It Is Splitting

These are not merely two maturity stages of the same product. They may be two separate profit pools with different buyers, different moats, and different valuation frameworks.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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thyssenkrupp nucera AG & Co. KGaA (THYKF) Analyst/Investor Day Transcript

Hello, everyone, and a warm welcome. This is Hendrik Finger from Investor Relations. Thank you for joining this conference call at such short notice.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

#FederalReserve #InterestRates #EconomicPolicy

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The Fed Notes Higher Uncertainty, But Remains Firm On Future Outlook (NYSEARCA:SPY)

The Fed projects one rate cut in both 2026 and 2027, with little room for labor market deterioration before policy shifts.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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AeroVironment, Inc. (AVAV) Presents at JPMorgan Industrials Conference 2026 Transcript

AeroVironment, Inc. (AVAV) JPMorgan Industrials Conference 2026 March 18, 2026 1:35 PM EDT Company Participants Wahid Nawabi - Chairman of the Board, President & CEO Kevin McDonnell - Executive VP & Chief Financial Officer Conference Call Participants Seth Seifman - JPMorgan Chase & Co, Research Division Presentation Seth Seifman JPMorgan Chase & Co, Research Division Here we go.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Oshkosh Corporation (OSK) Presents at JPMorgan Industrials Conference 2026 Transcript

Good afternoon, everyone. This is Tami Zakaria, Head of Machinery Equity Research at JPMorgan. We are delighted to have with us today team Oshkosh.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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High Tide Inc. (HITI:CA) Q1 2026 Earnings Call Transcript

High Tide Inc. (HITI:CA) Q1 2026 Earnings Call March 18, 2026 11:30 AM EDT Company Participants Carter Brownlee - Communications & Public Affairs Advisor Harkirat Grover - Founder, CEO, President & Executive Chairman Mayank Mahajan - Chief Financial Officer Conference Call Participants Luke Hannan - Canaccord Genuity Corp.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Commerzbank AG (CRZBY) M&A Call Transcript

Commerzbank AG (CRZBY) M&A Call March 16, 2026 3:30 AM EDT Company Participants Andrea Orcel - Group CEO, Head of Italy Region & Director Conference Call Participants Antonio Reale - BofA Securities, Research Division Hugo Moniz Marques Da Cruz - Keefe, Bruyette, & Woods, Inc.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Blue Owl Capital Corporation: A Questionable Discount To NAV (NYSE:OBDC)

In my view, we are still in the early innings of a much larger credit downcycle with private credit at its epicentre. At least for me, it is still too early to start accumulating OBDC's share, as I believe we are going much lower from here.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Apple (AAPL) Stock Price Slips At $252 As Tech Investors Pivot To Defensive Positioning

Market participation shifted toward low-volume caution ahead of the afternoon policy announcement. Apple shares (AAPL) traded at $252 this Wednesday as the broader technology sector faced a bout of pre-Fed jitters.

Seeking Alpha Novinový zdroj @seekingalpha.com · 1 t

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Affirm's Push Into BNPL For Rent Strikes Me As A Bad Idea In This Economy (NASDAQ:AFRM)

I assign AFRM a hold rating, leaning closer to sell, given limited upside versus substantial risks in the current economic environment.

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