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.
Goldman Sachs Names Simon Lyons UK Investment Banking Co-Head
Goldman Sachs has appointed veteran dealmaker Simon Lyons as co-head of UK investment banking as the Wall Street firm strengthens its leadership team amid a dominant year for British and European mergers and acquisitions. Lyons will join Goldman…
Clal Insurance renews pursuit of investment bank Value Base
Clal Insurance Enterprises Holdings (TASE: CLIS) seeks to return to underwriting, investment banking, and activity on the capital market. Two years after reporting that it would invest in privately-held investment house Value Base, Clal Insurance…
Politics And The Markets 09/23/26
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…
Worthington expects ASME tank revenue to grow sequentially as data center liquid cooling market could be 10x legacy size (NYSE:WOR)
Worthington reported $13 million in Q1 revenue from ASME tanks for data centers and expects this revenue stream to grow sequentially throughout the fiscal year, with market size seen as potentially 10x the legacy market, though management cautions…
Goldman Sachs' interest rate prediction hinges on oil prices
Goldman Sachs sees one more interest rate hike for 2026 at the Fed's Oct. 27 meeting, and then the Fed could be done for this cycle. However, a sustained pullback in oil prices that cools inflation is key to the two-and-done approach to rate hikes…
Morgan Stanley thinks investors should diversify into these markets
Look to Japan and European markets for investment opportunities, including the banking and defense sectors, Morgan Stanley said. While there is an impression that these stock markets lag the U.S. because earnings often frustrate pricing…
Grindr: Downgrade To Hold; AI-Native Pivot And EDGE Promise Balanced By Valuation
Grindr Inc. pivots to an AI-native platform with the EDGE tier, leveraging proprietary AI to enhance user engagement and drive premium pricing. EDGE, currently in testing at $350–$375/month, offers chat summaries, personalized…
General Mills outlines $750M fiscal 2027 cost savings as it expects inflation to reach ~6% in Q4 (NYSE:GIS)
Management expects inflation around 4% for the first three quarters and around 6% in Q4, aims to offset these with $750M in cost savings in fiscal 2027 and $3B through 2030, and is leveraging tools like pricing, product mix, and hedging. The…
Cintas forecasts fiscal 2027 adjusted EPS of $5.45-$5.54 as it raises revenue outlook to $12.15B-$12.27B (NASDAQ:CTAS)
Earnings Call Insights: Cintas (CTAS) Q1 fiscal 2027 “First quarter total revenue grew 10.9% to $3.01 billion. This marks the first time we have reached $3 billion of revenue in a quarter,” said CEO Todd Schneider, adding, “The…
Paychex reaffirms FY2027 guidance, updates PEO and insurance growth to 7%-8% with Q2 revenue growth expected at ~4% (NASDAQ:PAYX)
Earnings Call Insights: Paychex (PAYX) Q1 fiscal 2027 'We delivered a solid start to fiscal year '27 with double-digit growth in operating income and earnings per share' driven by 'total revenue growth of 6%' and 'strong revenue growth in PEO and…
Expedia Group slides 8% amid broad online travel selling (EXPE:NASDAQ)
Expedia's recent major share price drop was driven by a sharp fall in consumer discretionary sector stocks, underperformance relative to peers like Airbnb and Booking Holdings, broader market weakness, and weak recent momentum as seen in technical…
Healius poised to sell Agilex Biolabs to TPG-backed Novotech
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.
Cracker Barrel outlines fiscal 2027 $180M-$200M adjusted EBITDA outlook with 3%-5% restaurant comps (NASDAQ:CBRL)
Earnings Call Insights: Cracker Barrel Old Country Store, Inc. (CBRL) Q4 fiscal 2026 'As many of you know, I stepped into the CEO role about 6 weeks ago' and 'today's remarks will focus on early observations and priorities,' with priorities framed…
KB Home forecasts Q4 housing revenues of $1.45B-$1.65B while planning up to $50M in buybacks (NYSE:KBH)
Earnings Call Insights: KB Home (KBH) Q3 fiscal 2026 'The housing market remains challenging, with conditions having weakened since our last earnings call in June' (Executive Chairman Jeffrey Mezger). 'At a high level, our third quarter results…
UPM-Kymmene Oyj (UPMMY) Analyst/Investor Day Transcript
UPM-Kymmene Oyj (UPMMY) Analyst/Investor Day September 23, 2026 6:30 AM EDT Tapio Korpeinen - CFO & Executive VP of UPM Energy Tuija Suur-Hamari - Head of UPM Plywood Business Antti Koskivuori - Danske Bank A/S, Research Division Linus Larsson -…
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