Investment Banking Industry News
A collection of Investment Banking latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Why AI-Resistant Industries May Be Using AI The Right Way
Patrick Galleher is the Managing Partner of Boxwood Partners, an investment bank in Jupiter, Florida, where he leads sell-side transactions. AI is here. Everyone wants to discuss whether it's here to stay or whether it's just a fad that…
Pemba-backed advisory biz plots UK expansion with latest M&A bet
Sarah Thompson has co-edited Street Talk since 2009, specialising in private equity, investment banking, M&A and equity capital markets stories. Prior to that, she spent 10 years in London as a markets and M&A reporter at Bloomberg and Dow Jones.
Armstrong World Industries, Inc. (AWI) Q3 2026 Earnings Call Transcript
Armstrong World Industries, Inc. (AWI) Q3 2026 Earnings Call October 27, 2026 10:00 AM EDT Theresa Womble - Vice President of Investor Relations & Corporate Communications Mark Hershey - President, CEO & Director Christopher Calzaretta - Senior VP…
Politics And The Markets 10/27/26
This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor…
Robinhood targets $2.675B-$2.75B 2026 adjusted OpEx as it plans 24/7 equity trading later this year (NASDAQ:HOOD)
Earnings Call Insights: Robinhood Markets (HOOD) Q3 2026 “Revenues grew 12% year-over-year to a record $1.4 billion,” and “Adjusted EBITDA, that's up 9%, record of over $800 million,” while “net deposits, $16…
Public Storage forecasts $16.90-$17.10 core FFO per share as it integrates NSA and Public Storage Canada (NYSE:PSA)
Earnings Call Insights: Public Storage (PSA) Q3 2026 “Operating fundamentals exceeded our expectations in the quarter, giving us confidence to raise our outlook for the year,” said CEO & Trustee H. Boyle, while pointing to…
Watsco targets 30% gross margin as it adds Granite ($500M sales) and expects A2L transition largely over by year-end (NYSE:WSO)
Earnings Call Insights: Watsco (WSO) Q3 2026 Albert Nahmad (Chairman & CEO) said Q3 reflected “improving demand and simpler operating conditions,” adding that “demand trends are now normalizing” and that “our…
NRC expects further sequential margin improvement in Q4 as rounding phase targets Q3 2027 go-live (NASDAQ:NRC)
Earnings Call Insights: NRC Health (NRC) Q3 2026 'Revenue grew 11% to $38 million, a meaningful acceleration from the 4% growth we reported in the first half of the year' (Interim principal financial officer, CEO, principal executive officer &…
Jarden alleges defectors gave confidential information to Barrenjoey
Jarden alleges two of its most senior bankers used confidential information to aid rival Barrenjoey in a co-ordinated raid on the investment bank's employees. Jarden has sued former co-chief executive Daniel Reynolds and co-head of investment…
Manhattan Associates outlines 21% 2026 RPO growth outlook while raising full-year revenue to $1.176B-$1.178B (NASDAQ:MANH)
Earnings Call Insights: Manhattan Associates (MANH) Q3 2026 'Manhattan delivered record Q3 and year-to-date results' with '28% cloud revenue growth, RPO increasing 25% to $2.6 billion and our fourth consecutive quarter of record bookings,' and…
DMC Global expects Q4 sales of $154M-$164M amid Arcadia maintenance shutdown and seasonal moderation (NASDAQ:BOOM)
Earnings Call Insights: DMC Global (BOOM) Q3 2026 'Today, we reported significantly improved financial results for the third quarter with both sales and adjusted EBITDA attributable to DMC well above year ago levels and comfortably above the high…
Camden National signals low single-digit loan growth through '27 as it guides Q4 noninterest income to $13.5M-$14.5M (NASDAQ:CAC)
Earnings Call Insights: Camden National Corporation (CAC) Q3 2026 Simon Griffiths (CEO, President & Director) said the company reported “third quarter net income of $22.8 million and diluted earnings per share of $1.34,” and…
IQVIA signals 2026 revenue of $17.350B-$17.500B and adjusted EPS of $12.90-$13.00 as clinical bookings reach $11.7B on an LTM basis (NYSE:IQV)
Earnings Call Insights: IQVIA (IQV) Q3 2026 CEO Ari Bousbib said, “The team delivered great numbers. The market environment has continued to improve, but our performance improved even more,” highlighting year-over-year organic growth…
JetBlue targets 2028 EPS of at least $1 as BlueFirst rollout begins in December (NASDAQ:JBLU)
Earnings Call Insights: JetBlue Airways (JBLU) Q3 2026 'Despite significant fuel headwinds and a challenging summer operation, our revenue performance is among the strongest in the industry, with unit revenue up 18.4% in the third quarter and…
Astera Labs advances 10% amid broad AI chip rebound (ALAB:NASDAQ)
SA Spotlight uses AI to summarize content published on Seeking Alpha. All summaries are reviewed by human editors prior to publication. Shares of Astera Labs (ALAB), a fabless semiconductor company providing connectivity solutions for cloud and AI…
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