Browsing Tag
Elliott Investment Management
28 posts
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
June 2, 2026
BP loses third chair in three years as Albert Manifold removed for governance failings
BP fired Chair Albert Manifold over governance and conduct concerns, handing activists a fresh weapon as Meg O'Neill's reset faces its first real test.
May 26, 2026
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
May 15, 2026
lululemon athletica ends four-month CEO search with Heidi O’Neill appointment as LULU falls 5%
lululemon names Nike veteran Heidi O'Neill as CEO from September 8. LULU stock falls 5%. What her appointment means for the brand reset. Read more.
April 23, 2026
Is Pinterest, Inc. (NYSE: PINS) undervalued? Elliott Investment Management’s $1bn move sparks debate
Pinterest secures $1B from Elliott Investment Management and launches a $3.5B buyback. Discover what this means for PINS stock and digital advertising.
March 3, 2026
PepsiCo outlines shareholder value blueprint for 2026 with productivity, innovation, and supply chain overhaul
Discover how PepsiCo plans to accelerate growth and boost shareholder value with new productivity, innovation, and supply chain strategies for 2026.
December 11, 2025
Why Elliott’s lower $5.9bn offer beat Gold Reserve’s $7.9bn bid in the CITGO sale battle
Elliott’s $5.9B bid for CITGO wins court backing over Gold Reserve’s $7.9B offer. Read how regulatory risk and legal pressure shaped the outcome.
November 26, 2025
Southwest Airlines adds Anchorage in 2026 as Alaska becomes its 43rd state served
Southwest Airlines (NYSE: LUV) adds Anchorage in 2026, intensifying competition with Alaska Airlines and reshaping fares, tourism, and investor sentiment.
October 2, 2025
BP’s $1.4bn profit sparks new battle: Growth plans face rising investor demands!
BP delivers $1.4B Q1 profit, cuts buyback, and draws activist pressure. Explore how upstream growth and strategy shifts impact its 2025 outlook.
April 30, 2025
bp just turned on the taps at Cypre gas project—here’s how it could reshape Trinidad’s energy future
bp begins gas production at its Cypre project in Trinidad, boosting upstream output and reinforcing its strategic reset amid investor scrutiny. Read more.
April 3, 2025