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Investment Analysis News 28 January 2026 - 29 January 2026

Amphenol stock drops 12% after earnings — what spooked investors in APH’s outlook

Amphenol stock drops 12% after earnings — what spooked investors in APH’s outlook

Amphenol shares fell 12% to $145.99 in after-hours trading Wednesday despite posting record quarterly sales of $6.4 billion, up 49% year over year. Adjusted EPS reached $0.97, beating estimates, while organic sales rose 37%. The company projected Q1 sales of $6.90–$7.00 billion, including $900 million from a recent acquisition. Orders hit a record $8.4 billion, driven mainly by data center demand.
29 January 2026
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Carvana stock drops 14% after Gotham short report; CVNA heads into an earnings test

Carvana stock drops 14% after Gotham short report; CVNA heads into an earnings test

Carvana shares fell 14.1% to $410.04 in after-hours trading Wednesday after Gotham City Research accused the company of overstating 2023-2024 earnings by over $1 billion. Carvana called the report “inaccurate and intentionally misleading.” Nearly 19.8 million shares changed hands as investors awaited the company’s Feb. 18 earnings release. Other auto retailers’ stocks rose slightly.
29 January 2026
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IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

IBM stock price jumps after hours as Q4 results lift AI and 2026 outlook

IBM shares rose 7.8% to $317 in after-hours trading Wednesday after reporting fourth-quarter revenue of $19.7 billion, up 12%. The company projected over 5% revenue growth for 2026 in constant currency and expects about $1 billion more in free cash flow. Red Hat growth slowed to 10%, partly due to a late-2025 U.S. government shutdown. IBM’s $11 billion Confluent acquisition is set to close by mid-2026.
28 January 2026
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CrowdStrike stock slips late in session despite Gartner “Customers’ Choice” nod — what CRWD investors watch next

CrowdStrike stock slips late in session despite Gartner “Customers’ Choice” nod — what CRWD investors watch next

CrowdStrike shares fell 1% to $472.04 Wednesday, despite winning Gartner’s “Customers’ Choice” badge for endpoint protection. The drop followed the Fed’s decision to hold rates steady and came as analysts cited valuation concerns. Legal issues linger after last July’s outage, with some lawsuits still active. CrowdStrike’s next earnings report is expected around March 3.
28 January 2026
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ServiceNow stock slips before earnings as Fed holds rates — what to watch in NOW shares

ServiceNow stock slips before earnings as Fed holds rates — what to watch in NOW shares

ServiceNow shares fell 1.2% to $130.24 Wednesday afternoon as investors awaited quarterly earnings due after the bell. Wall Street focused on subscription growth and backlog, with analysts expecting revenue of $3.53 billion, up 19% year-over-year. The Fed held rates steady, pressuring tech stocks. ServiceNow recently expanded its AI partnership with OpenAI.
28 January 2026
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Carvana stock sinks nearly 20% after Gotham short-seller report; Wall Street eyes earnings next

Carvana stock sinks nearly 20% after Gotham short-seller report; Wall Street eyes earnings next

Carvana shares fell 19.5% to $384.57 Wednesday after Gotham City Research accused the company of overstating 2023-2024 earnings by over $1 billion and hiding related-party deals. The stock had closed at $477.72 Tuesday. Carvana did not immediately comment. Investors await the company’s response ahead of its February 18 earnings report.
28 January 2026
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Constellation Energy stock edges lower as PJM power prices spike in deep freeze — what to watch next for CEG

Constellation Energy stock edges lower as PJM power prices spike in deep freeze — what to watch next for CEG

Constellation Energy shares slipped 0.2% to $288.12 Wednesday as PJM Interconnection reported spot power prices above $1,000/MWh in parts of the Mid-Atlantic amid cold-driven grid strain. About 1.6 million shares traded. PJM cited nearly 21 GW of generation outages and warned of possible controlled outages. Constellation recently completed its Calpine acquisition and awaits an earnings report projected for Feb. 17.
28 January 2026
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Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital stock jumps 11% as Seagate’s AI-driven outlook ripples through storage names

Western Digital shares surged 11.3% to $281.31 Wednesday, following Seagate’s strong quarterly forecast tied to AI-driven storage demand. Seagate projected third-quarter revenue of about $2.90 billion and adjusted EPS of $3.40. Western Digital will report earnings after markets close Thursday. Analysts recently raised price targets for both companies, citing rising demand for data center storage.
28 January 2026
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Bradesco stock price hovers near a 52-week high as Brazil rate decision nears, earnings next week

Bradesco stock price hovers near a 52-week high as Brazil rate decision nears, earnings next week

Banco Bradesco’s U.S.-listed shares edged up 0.1% Wednesday, hovering near a 52-week high as investors awaited Brazil’s central bank rate decision. January inflation hit 4.5%, matching the top of the target range, prompting traders to expect rates to hold steady. Bradesco will report fourth-quarter results Feb. 5. The bank renewed its agreement with payments firm Cielo.
28 January 2026
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UnitedHealth stock price steadies after 20% wipeout as Medicare Advantage rates loom

UnitedHealth stock price steadies after 20% wipeout as Medicare Advantage rates loom

UnitedHealth shares rose 1.2% to $286.15 early Wednesday after plunging nearly 20% Tuesday, following a draft Medicare Advantage rate update and a weak 2026 outlook. The draft proposed a 0.09% average payment increase for 2027, far below expectations, triggering an $80 billion selloff in managed care stocks. UnitedHealth expects 2026 revenue to fall to just under $439 billion, with Medicare Advantage membership dropping by up to 1.4 million.
28 January 2026
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Seagate stock jumps in premarket after earnings beat and upbeat outlook on AI storage demand

Seagate stock jumps in premarket after earnings beat and upbeat outlook on AI storage demand

Seagate shares jumped 11.6% in premarket trading Wednesday after the company reported fiscal second-quarter revenue of $2.83 billion and non-GAAP EPS of $3.11, both above estimates. The company forecast third-quarter revenue of $2.90 billion, beating consensus. Seagate will pay a $0.74 dividend on April 8 to shareholders of record March 25. The stock closed Tuesday at $407.97, up nearly 10%.
28 January 2026
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American Airlines stock price steadies in premarket after 7% drop on earnings, storm hit

American Airlines stock price steadies in premarket after 7% drop on earnings, storm hit

American Airlines traded near $13.55 in premarket Wednesday after a 7% drop Tuesday, triggered by a quarterly profit miss and over 9,000 cancellations from Winter Storm Fern. CFO Devon May called the storm’s impact the worst in company history. The airline expects a first-quarter adjusted loss and lower flying capacity. Investors await the April 23 earnings report for updates on recovery and cost pressures.
28 January 2026
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Stock Market Today

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

CapitaLand Investment share price jumps as CapitaLand REIT payouts roll in — what’s next for 9CI

7 February 2026
CapitaLand Investment shares rose 1.3% to S$3.12 on Friday, bucking a 0.8% drop in Singapore’s benchmark index. CapitaLand Integrated Commercial Trust reported a 16.4% jump in second-half distributable income, while CapitaLand Ascendas REIT posted a 1.4% full-year rise. CapitaLand China Trust saw full-year DPU fall to 4.82 cents amid weaker yuan and occupancy. CLI reports FY2025 results on Feb. 11.
Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

Keppel stock holds near 12-year high after profit jump, special dividend; buyback adds support

7 February 2026
Keppel shares closed at S$11.64 on Friday, up 0.17%, after surging 6.1% the previous day on stronger FY2025 profit and a larger dividend plan. The company bought back 151,400 shares for about S$1.74 million. Keppel reported a 29% rise in full-year profit to S$1.02 billion and proposed a total distribution of 47 cents per share, including a special dividend partly paid in Keppel REIT units.
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