News
Salesforce Beat Q1 Earnings by $0. 76 a Share. Here's Why the Stock Is Still Down 33% in 2026.
5+ hour, 46+ min ago (736+ words) Salesforce, Inc. (CRM) just posted a quarter that most software companies would envy. Revenue of $11. 13 billion beat estimates. Non-GAAP earnings per share of $3. 88 crushed the $3. 12 consensus by $0. 76. The company raised full-year guidance. And the stock, already down 33% year-to-date while the…...
Humana Stock Pops 11% As CMS Finalizes 2027 Medicare Advantage Rates
1+ mon, 2+ week ago (265+ words) Humana (HUM) stock surged roughly 11% after the Centers for Medicare and Medicaid Services (CMS) finalized a 2. 48% rate increase for Medicare Advantage plans in 2027. The announcement also addressed a few technical changes. CMS Administrator Dr. Mehmet Oz summed it up simply:…...
Arcosa Sells Barge Business for $450 M: Analysts Set a $127 Price Target
1+ mon, 4+ week ago (722+ words) Arcosa (ACA)traded at $102. 85 after the infrastructure products manufacturer announced a $450 million cash sale of its barge business on February 24, reshaping its portfolio entirely around construction materials and engineered structures with record adjusted EBITDA of $583 million in FY 2025. On February…...
Centene Cuts $1 Billion in Debt as Medicaid Margins Recover: The Case for $70
2+ mon, 4+ day ago (701+ words) Medicaid managed care's biggest turnaround story of 2026 belongs to Centene (CNC), the government-focused insurer serving 1 in 15 Americans, which swung from a $6. 67 billion net loss in 2025 to guiding for adjusted EPS above $3. 00 this year, trading at $34. 4 against a 52-week high of…...
Elevance Health's Medicare Crisis and $5 Billion Cash Floor: The Bull Case Explained
2+ mon, 1+ week ago (787+ words) Regulators handed Elevance Health (ELV), one of the largest U. S. health insurers and a Blue Cross Blue Shield licensee, a sanctions notice on February 27 that threatens to suspend new Medicare Advantage enrollment starting March 31, compressing shares to $292. 16, near their 52-week low…...
Arcosa Sells Barge Unit for $450 Million: Here's What It Means for the Stock
2+ mon, 1+ week ago (789+ words) Arcosa (ACA), an infrastructure products company spanning construction materials and power grid structures, sold its barge-building unit for $450 million on February 24, leaving a simpler, higher-margin business trading at $105. 68. Arcosa reported Q4 adjusted EPS of $1. 15 against a consensus estimate of $0. 92 on February…...
Salesforce Launches $50 Billion Share Buyback After Hitting Record Growth
3+ mon, 3+ hour ago (374+ words) Salesforce (CRM) stock rose modestly on Thursday after the cloud software giant reported strong fourth-quarter results and announced a massive $50 billion share repurchase authorization. For fiscal 2027, Salesforce expects revenue between $45. 8 billion and $46. 2 billion, representing 10% to 11% growth. The company also raised…...