Stock Market News for February 26, 2026
1079 news published.
Defense, government contracts and national‑security tech
SAIC (SAIC) won a new $95 million contract from the U.S. Government Accountability Office to drive agile IT transformation and modernization, a near‑term revenue pickup for systems integrators and a signal of steady federal IT spending (award release).
IPG Photonics (IPGP) received an order from Lockheed Martin for CROSSBOW™ high‑energy laser systems, underscoring momentum in directed‑energy programs and potential follow‑on volume for laser suppliers (order notice).
Leidos (LDOS) had a small cruise missile designated AGM‑190A by the U.S. Air Force, a program‑level milestone that can drive follow‑on development and sustainment work for defense contractors in precision munitions (designation notice).
Rocket Lab (RKLB) continues to scale across launches, manufacturing and national‑security payloads. The company added advanced silicon solar arrays, acquired a precision machining complex to expand production and secured a multi‑launch contract with BlackSky—moves that deepen vertical integration and lift addressable markets across commercial and defense space services (solar, manufacturing, launches).
Energy, infrastructure and commodities
Blackstone (BX) Energy Transition Partners completed the 694MW Magnolia generating station in Louisiana, a material dispatchable power addition that supports regional energy transition planning (project announcement).
Diversified Energy (DEC) reported a record year highlighted by transformative year‑over‑year growth, strong cash generation and the integration of roughly $2 billion in acquisitions—an operational stride that supports future free cash flow and shareholder returns (results).
Nexa Resources (NEXA) posted robust 2025 metrics with US$772 million adjusted EBITDA and US$223 million net income, a reminder that base‑metals producers can deliver cash generation even amid cyclicality (results).
MP Materials (MP) continued its U.S. industrial push with Northlake, Texas selected for the “10X” rare‑earth magnet campus—an important step to shorten EV and defense magnet supply chains (site announcement).
Pembina Pipeline Corporation (PBA) reported fourth‑quarter 2025 results and provided a business update, a key read for income‑oriented energy investors tracking midstream cash flow and tariff exposures (results and update).
Aura Minerals (AUGO) signed an agreement to relocate a road at the Borborema mine, unlocking an additional 670 koz of gold in mineral reserves and taking total reserves to 1.5 Moz—a tangible reserve upgrade that improves project economics and financing optionality (reserve update).
M&A, strategic transformations and financings
ContextLogic (LOGC) completed a $907.5 million acquisition of US Salt, marking a transformation toward a business ownership platform and expanding recurring‑revenue opportunities beyond marketplace economics—watch integration and margin trends (deal close).
Brink’s (BCO) agreed to acquire NCR Atleos for $6.6 billion, creating a larger fintech‑infrastructure platform that blends logistics and payment processing—monitor integration risk and potential regulatory scrutiny (transaction release).
Janus Henderson (JHG) confirmed receipt of an unsolicited, non‑binding proposal—an event that typically triggers a higher share‑price premium if it leads to negotiations, and one investors watch for potential auction dynamics or strategic alternatives (company statement).
Software, cloud security and AI infrastructure
Intuit (INTU) reported strong Q2 results and reiterated guidance, keeping the subscription growth and SMB recovery story intact.
Zscaler (ZS) raised ARR guidance to 24% after a robust quarter—an indicator of accelerating demand for cloud‑native security that can lift gross margins with scale (results).
Data centers, connectivity and partnerships for AI
Marathon Digital / MARA (MARA) announced a strategic partnership with Starwood to accelerate hyperscale, enterprise and AI‑capable digital infrastructure—a notable tie‑up as miners and data‑center operators position for rising AI compute demand.
Healthcare, clinical readouts and biotech strategy
Johnson & Johnson (JNJ) reported early study results showing promising antitumor activity for a pasritamig plus docetaxel combo in advanced prostate cancer—an encouraging signal that could reshape program prioritization if confirmed (study note).
Neurogene (NGNE) received an FDA Breakthrough Therapy designation for NGN‑401 in Rett syndrome, materially de‑risking timelines and increasing partnership interest in this rare‑disease program (designation).
Caris Life Sciences (CAI) completed an interim readout of the Achieve‑1 study, a clinical milestone that investors will parse for efficacy signals and next steps toward registrational planning (readout).
Consumer, retail distribution and notable corporate events
Amazon (AMZN) said Edna’s Non‑Alcoholic Cocktail Co. will expand to all 526 Whole Foods stores, a distribution win that can materially lift recurring retail revenue for shelf brands (distribution notice).
NIKE (NKE) announced third quarter fiscal 2026 earnings and a conference call—investors will watch guidance, inventory cadence and international demand as the brand navigates consumer discretionary trends (earnings notice).
Klarna (KLAR) published full‑year 2025 results—for fintech investors, this sheds light on consumer lending trends, fee income and the company’s path to sustainable profitability (results).
Stellantis (STLA) published its 2025 annual report and filed Form 20‑F, providing updated strategy commentary and financial disclosures investors need as automakers navigate electrification and margin pressure (report).
Financial engineering: buybacks and capital moves that matter
JFrog (FROG) announced a US$300 million repurchase, a classic EPS‑support tactic if executed with balance‑sheet discipline.
Nutrien (NTR) announced TSX approval for its renewed share repurchase program, a move that can return capital to shareholders and signal management confidence in cash generation and near‑term outlook (program notice).
Corporate governance, filings and IP
Cable One (CABO) granted inducement equity awards to its new CEO under NYSE Rule 303A.08—an example of compensation designed to secure leadership while aligning long‑term incentives (filing).
Sun Pharma (BFRI) saw a U.S. Patent Office final written decision finding all challenged claims of Patent 11,697,028 unpatentable—an IP setback with potential commercial implications (decision).
AI, voice and media
SoundHound AI (SOUN) posted record annual revenue of $169 million, nearly doubling year‑over‑year and offering a bullish growth narrative in voice‑AI where monetization remains under scrutiny (results).
Selected resource and project updates
New Found Gold (NFGC) released a preliminary economic assessment and updated resource estimate for the Hammerdown gold project—an important technical milestone that reshapes project economics and partnership or financing conversations for exploration‑stage miners (PEA and resource).
MP Materials (MP) (see above) and Aura Minerals (AUGO) (reserve unlock) are tangible examples of how supply‑chain and reserve moves can change capital plans for strategic minerals and critical metals.
Healthcare and biotech calendar
- Nektar (NKTR) will announce fourth‑quarter and year‑ended 2025 results on Thursday, March 12 after U.S. markets close—investors will watch clinical program spend and partnering cadence (earnings notice).
- Acorn (ACFN) will host its Q4 earnings call Thursday, March 5 at 11am ET—an event to watch for revenue cadence in monitoring and control solutions (call notice).
Calendar flags and upcoming releases
- Satellogic (SATL) set its Q4 and FY2025 results call for March 19—monitor recurring revenue and backlog updates (calendar).
- Algoma Steel (ASTL) will announce 2025 Q4 and full‑year results on March 11—watch steel demand and margin commentary (release).
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