Valero Energy Corporation (VLO) Q4 2025 Earnings Call Transcript — Neutral
VLO Seeking Alpha — January 29, 2026Valero Energy Corporation (VLO) Q4 2025 Earnings Call Transcript
CSW Industrials, Inc. (CSW) Q3 2026 Earnings Call Transcript — Neutral
CSW Seeking Alpha — January 29, 2026CSW Industrials, Inc. (CSW) Q3 2026 Earnings Call Transcript
Liberty Energy Inc. (LBRT) Q4 2025 Earnings Call Transcript — Neutral
LBRT Seeking Alpha — January 29, 2026Liberty Energy Inc. (LBRT) Q4 2025 Earnings Call Transcript
Public Storage's Slow Phase Is A Long-Term Opportunity — Positive
PSA Seeking Alpha — January 29, 2026Public Storage is rated a Buy, with current valuations near decade lows despite strong margins and a robust balance sheet. PSA's growth is driven by capital deployment and acquisitions, with gradual earnings impact due to initially lower margins in new properties. Same-store NOI margins remain high at 78.5%, but organic growth is muted and occupancy is drifting slightly lower.
VRNS Investor Alert: Hagens Berman Scrutinizing Varonis Systems (VRNS) Amid Claims of Alleged SaaS Transition Fraud in Securities Class Action — Neutral
VRNS PRNewsWire — January 29, 2026VRNS Investors with Losses Encouraged to Contact Hagens Berman SAN FRANCISCO, Jan. 29, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is issuing a notice to investors in Varonis Systems, Inc. (NASDAQ: VRNS) regarding the approaching March 9, 2026, lead plaintiff deadline in a pending securities class action lawsuit that has been filed against the company and certain of its executives. The litigation, which seeks to represent investors who purchased or otherwise acquired Varonis common stock between February 4, 2025 and October 28, 2025, alleges that Varonis executives misled the market regarding the company's ability to convert its …
KLA Corporation Earnings Preview: What to Watch When KLAC Reports Today — Neutral
KLAC 24/7 Wall Street — January 29, 2026Get earnings reminders, our top analysis on KLA, market updates, and brand-new stock recommendations delivered directly to your inbox.
Modine Manufacturing Company (MOD) Discusses Spin-Off and Combination of Performance Technologies Segment with Gentherm Transcript — Neutral
MOD Seeking Alpha — January 29, 2026Modine Manufacturing Company (MOD) Discusses Spin-Off and Combination of Performance Technologies Segment with Gentherm Transcript
Sanofi (SAN:CA) Q4 2025 Earnings Call Transcript
Royal Caribbean Cruises Ltd. (RCL) Q4 2025 Earnings Call Transcript — Neutral
RCL Seeking Alpha — January 29, 2026Royal Caribbean Cruises Ltd. (RCL) Q4 2025 Earnings Call Transcript
Visa Earnings Preview: What to Watch When V Reports Today — Neutral
V 24/7 Wall Street — January 29, 2026Get earnings reminders, our top analysis on Visa, market updates, and brand-new stock recommendations delivered directly to your inbox.
ARDT ALERT: Hagens Berman Scrutinizing Suit Against Ardent Health (ARDT) Over Alleged Revenue Cycle Deception and $97M Adjustments — Neutral
ARDT PRNewsWire — January 29, 2026Partner Reed Kathrein Scrutinizing Claims of Detailed Hindsight Analysis Against Revealed Mechanical Write-Offs SAN FRANCISCO, Jan. 29, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is issuing an updated notice to investors in Ardent Health, Inc. (NYSE: ARDT) regarding the March 9, 2026, lead plaintiff deadline in a pending securities class action the company and certain of its top executives. CLICK HERE TO SUBMIT YOUR ARDT LOSSES Hagens Berman is investigating the alleged claims that Ardent misled investors about its revenue recognition systems and the adequacy of its professional liability reserves.
FRMI ALERT: Hagens Berman Scrutinizing Suit Against Fermi (FRMI) Over Alleged $150M Anchor Tenant Exit — Neutral
FRMI PRNewsWire — January 29, 2026Partner Reed Kathrein Scrutinizing Claims of High Conviction Against Revealed Construction Funding Collapse and 33% Stock Crash SAN FRANCISCO, Jan. 29, 2026 /PRNewswire/ -- National shareholder rights law firm Hagens Berman is issuing an updated notice to investors in Fermi Inc. (NASDAQ: FRMI) regarding the March 6, 2026, lead plaintiff deadline in a pending securities class action against Fermi, certain of Fermi's top executives and directors, and underwriters of Fermi's Initial Public Offering (IPO). CLICK HERE TO SUBMIT YOUR FRMI LOSSES The litigation alleges that Fermi misrepresented the demand for its flagship "Project Matador"—a massive AI data center campus—and the …
Omnea doubles down on US growth with appointment of WiredScore founder Arie Barendrecht as US GM — Neutral
GM GlobeNewsWire — January 29, 2026After more than tripling revenue in 2025 and growing to 150+ employees, Omnea is stepping up investment in the US as enterprise adoption expands across customers including Spotify, MongoDB, McAfee, and Albertsons. After more than tripling revenue in 2025 and growing to 150+ employees, Omnea is stepping up investment in the US as enterprise adoption expands across customers including Spotify, MongoDB, McAfee, and Albertsons.
Meta Platforms surges on earnings beat, upbeat outlook as AI boosts core business — Positive
META Proactive Investors — January 29, 2026Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) shares rose nearly 10% to about $735 following its latest earnings report, as Bank of America analysts highlighted accelerating advertising growth and early evidence that artificial intelligence investments are contributing to the company's core business. Meta reported fourth-quarter revenue of $59.9 billion and earnings of $8.88 per share, both above consensus estimates, and guided first-quarter revenue of $53.5 billion to $56.5 billion, exceeding Wall Street expectations.
Shares in technology company Oracle have fallen by more than 50% from last year's record. As Bloomberg News reported Thursday (Jan. 29), the decline is happening as investors shed the stock over fears about the artificial intelligence (AI) market and the company's ties to OpenAI.
Dover Corporation (DOV) Q4 2025 Earnings Call Transcript — Neutral
DOV Seeking Alpha — January 29, 2026Dover Corporation (DOV) Q4 2025 Earnings Call Transcript
Trane Technologies plc (TT) Q4 2025 Earnings Call Transcript — Neutral
TT Seeking Alpha — January 29, 2026Trane Technologies plc (TT) Q4 2025 Earnings Call Transcript
Southwest Airlines Co. (LUV) Q4 2025 Earnings Call Transcript — Neutral
LUV Seeking Alpha — January 29, 2026Southwest Airlines Co. (LUV) Q4 2025 Earnings Call Transcript
ASE Technology is well-positioned to capitalize on surging AI-driven demand for advanced semiconductor packaging, particularly from 2026 onward. ASX benefits from TSMC outsourcing high-end CoWoS packaging, supporting double-digit revenue growth and margin leverage as AI/HPC demand accelerates. Elevated capex—over 25% of revenue in 2025—is vital for expanding capacity for leading-edge packaging but should drive mid-teens revenue growth and mid-20% EBITDA margins.
Quince Therapeutics Announces Topline Results from Pivotal Phase 3 NEAT Clinical Trial of eDSP in Ataxia-Telangiectasia — Neutral
QNCX Business Wire — January 29, 2026SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)---- $QNCX #biotech--Quince Therapeutics, Inc. (Nasdaq: QNCX), a late-stage biotechnology company dedicated to unlocking the power of a patient's own biology for the treatment of rare diseases, today announced topline results from its pivotal Phase 3 NEAT clinical trial evaluating its lead asset, dexamethasone sodium phosphate encapsulated in autologous erythrocytes (eDSP), in patients with Ataxia-Telangiectasia (A-T). In the NEAT study, the company's pivotal Phase 3 in.