Workflow
Electrical equipment maker Forgent Power raises $1.06 billion in US IPO
Reuters· 2026-02-05 01:53
Group 1 - Forgent Power, an electrical equipment maker, successfully raised $1.06 billion in its U.S. initial public offering [1]
Software selloff continues as investors debate AI's existential threat
The Economic Times· 2026-02-05 01:52
The answer: It's unclear, but AI's development will involve volatility. After a broad selloff on Tuesday that saw the S&P 500 software and services index fall nearly 4%, the sector slipped another 0.73% on Wednesday, notching the sixth straight session of losses and wiping out about $830 billion in market value since January 28.Software stocks have been under pressure in recent months as AI has gone from a tailwind ‌for many of these companies ‌to a possible disruption. The latest selloff was triggered by ...
Alphabet outlines $175B–$185B 2026 CapEx plan as AI momentum accelerates across search, cloud, and YouTube (NASDAQ:GOOG)
Seeking Alpha· 2026-02-05 01:51
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Flexsteel: Thriving In A Turbulent Industry Environment
Seeking Alpha· 2026-02-05 01:50
Core Viewpoint - The article emphasizes the investment philosophy focused on identifying mispriced securities through understanding the financial drivers of companies, often revealed by DCF model valuation [1]. Group 1: Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1]. Group 2: Market Focus - The investment strategy includes a major focus on small cap companies across US, Canadian, and European markets [1].
Forgent Power Solutions Announces Pricing of Initial Public Offering
Businesswire· 2026-02-05 01:47
DAYTON, Minn.--(BUSINESS WIRE)--Forgent Power Solutions, Inc. ("Forgent†or the "Company†), a leading designer and manufacturer of electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities, today announced the pricing of the initial public offering of its Class A common stock at a public offering price of $27.00 per share. The offering consists of 39,413,573 shares of Class A common stock being offered by parent entities of the Company controlled by N ...
RBA Hikes Rates and BHP, NST, EVN, SVL, SFR & GMD
Small Caps· 2026-02-05 01:39
The RBA’s February rate hike marked a decisive shift for Australian markets, with the cash rate lifted to 3.85% and the risk of further tightening back in focus for 2026.In our latest research article, we explain what this hawkish pivot means for equity valuations and why higher rates are increasing pressure on banks, retailers and growth stocks. More importantly, we outline where we see opportunity re-emerging as capital rotates toward hard assets and global earners.The report takes a close look at resourc ...
Shawn Ryan On Why He Didn’t Write Script For S3 Of ‘The Night Agent’, “Devastating” Trend Of Writers Not Producing & Pain Of “Buyer’s Market” For Talent
Deadline· 2026-02-05 01:33
As creator of The Night Agent, Shawn Ryan, who adapted the Netflix series from Matthew Quirk’s novel of the same name, wrote the pilot script, which became the series premiere. He also wrote Episode 2 and co-wrote Episode 3 of the first season and also wrote the Season 2 premiere. But Ryan is not credited as a writer or co-writer on any of the 10 episodes from the upcoming third season, premiering Feb. 19, which is unusual as he serves as showrunner on the action thriller starring Gabriel Basso. Ryan, a pr ...
Perlmutter-backed Eikon Therapeutics raises $381.2 million in IPO
Reuters· 2026-02-05 01:32
Group 1 - Eikon Therapeutics raised $381.2 million in its U.S. initial public offering [1] - The company sold approximately 21.2 million shares at a price of $18 each [1]
Ralliant (RAL) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2026-02-05 01:31
Core Insights - Ralliant (RAL) reported revenue of $554.6 million for the quarter ended December 2025, showing no change from the same period last year, with an EPS of $0.69 compared to $0 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $543.04 million by +2.13%, and the EPS also surpassed the consensus estimate of $0.67 by +3.6% [1] Revenue Performance - Revenue from Sensors and Safety Systems was $337.2 million, exceeding the average estimate of $331.09 million by three analysts [4] - Revenue from Test and Measurement reached $217.4 million, surpassing the average estimate of $211.95 million by three analysts [4] Operating Profit - Operating profit for Sensors and Safety Systems was reported at $84.6 million, which was below the two-analyst average estimate of $91.21 million [4] Stock Performance - Ralliant's shares have returned +5.3% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Regal Rexnord (RRX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-05 01:31
Group 1 - Regal Rexnord reported revenue of $1.52 billion for the quarter ended December 2025, reflecting a 4.3% increase year-over-year [1] - The company's EPS for the quarter was $2.51, up from $2.34 in the same quarter last year, with an EPS surprise of +1.7% compared to the consensus estimate of $2.47 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $1.54 billion, resulting in a surprise of -1.12% [1] Group 2 - Regal Rexnord's shares have returned +8.6% over the past month, outperforming the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3] Group 3 - Revenue from Automation & Motion Control (AMC) was $480.4 million, exceeding the average estimate of $458.75 million by four analysts, representing a year-over-year increase of +17.2% [4] - Revenue from Industrial Powertrain Solutions (IPS) was $669.3 million, slightly below the average estimate of $671.55 million, with a year-over-year change of +5.4% [4] - Revenue from Power Efficiency Solutions (PES) was $373.5 million, falling short of the average estimate of $410.23 million, reflecting a year-over-year decline of -10.3% [4] Group 4 - Adjusted EBITDA for Automation & Motion Control (AMC) was $98.6 million, surpassing the average estimate of $96.51 million [4] - Adjusted EBITDA for Power Efficiency Solutions (PES) was $58.2 million, below the average estimate of $60.65 million [4] - Adjusted EBITDA for Industrial Powertrain Solutions (IPS) was $171.7 million, slightly below the average estimate of $173.99 million [4]