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.

wsj.com - Financial Services Roundup: Market Talk
Financial Services Roundup: Market Talk
Wall Street Journal

The latest Market Talks covering Financial Services. Exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0838 GMT – UBS Group beat fourth-quarter earnings expectations thanks in part to the results of its investment bank…

seekingalpha.com - SA Transcript Insights Editor - Vishay projects quarterly revenue growth in 2026 as AI, automotive and industrial demand accelerate (NYSE:VSH)
Vishay projects quarterly revenue growth in 2026 as AI, automotive and industrial demand accelerate (NYSE:VSH)
Seeking Alpha

Earnings Call Insights: Vishay Intertechnology (VSH) Q4 2025 Joel Smejkal, President, CEO & Director, reported fourth quarter revenue of $801 million, which was “slightly above the midpoint of our guidance of $790 million and 1.3% higher…

seekingalpha.com - SA Transcript Insights Editor - Natural Health Trends outlines $1.5M cost savings for 2026 as restructuring nears completion (NASDAQ:NHTC)
Natural Health Trends outlines $1.5M cost savings for 2026 as restructuring nears completion (NASDAQ:NHTC)
Seeking Alpha

Earnings Call Insights: Natural Health Trends Corp. (NHTC) Q4 2025 Chris Sharng, President, stated that 'in the fourth quarter, we delivered a 3% sequential increase in revenue over the preceding third quarter,' highlighting a 'more balanced' full…

seekingalpha.com - SA Transcript Insights Editor - Connection targets 200 basis point market outperformance in 2026 with expanded AI-enabled solutions (NASDAQ:CNXN)
Connection targets 200 basis point market outperformance in 2026 with expanded AI-enabled solutions (NASDAQ:CNXN)
Seeking Alpha

Earnings Call Insights: PC Connection, Inc. (CNXN) Q4 2025 Timothy McGrath, President & CEO, shared that 'in the fourth quarter, we delivered record gross profit in our Business Solutions and Enterprise Solutions segments as they each performed…

seekingalpha.com - SA Transcript Insights Editor - CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets (NASDAQ:CDW)
CDW targets mid-single-digit EPS growth in 2026 as AI momentum builds across markets (NASDAQ:CDW)
Seeking Alpha

Earnings Call Insights: CDW Corporation (CDW) Q4 2025 Christine Leahy, Chair of the Board, President & CEO, opened by stating, 'The team delivered a strong finish to a complex year, and fourth quarter results exceeded our expectations, results that…

afr.com - Jonathan Shapiro - Future Fund powers to 12.4pc return over 2025
Future Fund powers to 12.4pc return over 2025
Australian Financial Review

The government's Future Fund returned 12.4 per cent last year as it successfully positioned the portfolio to benefit from the growth of artificial intelligence and the acceleration of funds into private equity. In a year-end update, the fund said…

seekingalpha.com - SA Transcript Insights Editor - Oaktree signals stable earnings and $314M new investment deployment while navigating AI, credit market shifts (NASDAQ:OCSL)
Oaktree signals stable earnings and $314M new investment deployment while navigating AI, credit market shifts (NASDAQ:OCSL)
Seeking Alpha

Earnings Call Insights: Oaktree Specialty Lending Corporation (OCSL) Q1 2026 Mathew Pendo, President, stated, 'This year is off to a good start, and we delivered solid results for the first fiscal quarter of 2026. Adjusted net investment income for…

seekingalpha.com - Valkyrie Trading Society - Houlihan Lokey: Other Mid-Market Players Getting More IB Growth (NYSE:HLI)
Houlihan Lokey: Other Mid-Market Players Getting More IB Growth (NYSE:HLI)
Seeking Alpha

Houlihan Lokey's restructuring revenues have been subject to timing effects, which will penalise their performance relative to peers in Q4. In general, we've seen better Investment Banking performances from some other mid-market picks. Large-ticket…

businessinsider.com - Reed Alexander - I spent the day with Wall Street elites as AI fears swept the stock market. Here's how they responded in real time.
I spent the day with Wall Street elites as AI fears swept the stock market. Here's how they responded in real time.
Business Insider

Most people flock to Palm Beach for sunshine and an escape. But on Tuesday, Wall Street's elite got 40-degree weather and nonstop talk about one company: Anthropic. As the morning session of The Wall Street Journal's Invest Live event kicked off…

seekingalpha.com - SA Transcript Insights Editor - Horace Mann outlines 10% core EPS growth target for 2026, backed by record 2025 results and expanded educator market reach (NYSE:HMN)
Horace Mann outlines 10% core EPS growth target for 2026, backed by record 2025 results and expanded educator market reach (NYSE:HMN)
Seeking Alpha

Earnings Call Insights: Horace Mann Educators Corporation (HMN) Q4 2025 Marita Zuraitis, President and CEO, stated that Horace Mann reported record 2025 full year core earnings per share of $4.71 and a shareholder return on equity of 12.4%.

fortune.com - Nick Lichtenberg - Scott Galloway predicts OpenAI could pull its IPO amid AI 'vibe shift' as investors 'gag' on Trump proximity, questionable revenue
Scott Galloway predicts OpenAI could pull its IPO amid AI 'vibe shift' as investors 'gag' on Trump proximity, questionable revenue
Fortune

Despite industry forecasts for a blockbuster resurgence in initial public offerings in the coming year, NYU Stern marketing professor and tech analyst Scott Galloway has issued a contrarian warning about the crown jewel of the AI boom. Speaking on…

seekingalpha.com - SA Transcript Insights Editor - Flex outlines $350M revenue guidance increase amid robust data center and AI growth (NASDAQ:FLEX)
Flex outlines $350M revenue guidance increase amid robust data center and AI growth (NASDAQ:FLEX)
Seeking Alpha

Earnings Call Insights: Flex Ltd. (FLEX) Q3 2026 CEO Revathi Advaithi highlighted another exceptional quarter, reporting 'revenue came in at $7.1 billion, up 8% versus last year, and adjusting operating margin was 6.5%... adjusted EPS of $0.87 up…

yahoo.com - Vardah Gill - Goldman Sachs Sees Data Center Demand Driving Continued Upside at Jabil (JBL)
Goldman Sachs Sees Data Center Demand Driving Continued Upside at Jabil (JBL)
Yahoo!

Jabil Inc. (NYSE: JBL) is included among the 12 Best HVAC Stocks to Buy Now. On January 15, Goldman Sachs raised its price target on Jabil Inc. (NYSE:JBL) to $282 from $255 and reiterated its Buy rating. The firm said the revision reflects…

bloomberg.com - Laura Noonan - UBS Tops Rivals in Trading-Revenue Growth Despite Capital Rules
UBS Tops Rivals in Trading-Revenue Growth Despite Capital Rules
Bloomberg

UBS Group AG posted a stronger increase in 2025 trading revenue than several of its US rivals, even as the Swiss company was forced to implement new capital rules ahead of almost all global banks. The top five US banks recorded an aggregate gain in…

seekingalpha.com - SA Transcript Insights Editor - EPlus raises full-year guidance to 20%-22% net sales growth amid AI-driven momentum (NASDAQ:PLUS)
EPlus raises full-year guidance to 20%-22% net sales growth amid AI-driven momentum (NASDAQ:PLUS)
Seeking Alpha

Earnings Call Insights: ePlus inc. (PLUS) Q3 2026 CEO Mark Marron opened by highlighting that 'the momentum we are seeing across the business continues to affirm our strategy and our focus on efficient operations, which is driving strong bottom…

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