Seeking Alpha: News RSS Feed

MARA outlines 1GW near-term IT capacity target with Starwood JV while expanding AI and digital infrastructure strategy

17m

PRA Group outlines $1B–$1.3B annual investment plan while advancing AI and cost management initiatives

27m

Flutter outlines $7.8B US revenue and $1.05B EBITDA targets for 2026 amid prediction market expansion

27m

Strategic Education outlines $70M additional AI-driven expense savings through 2027 while expanding employer-focused enrollment

37m

Warby Parker outlines launch of AI glasses and targets 10%–12% revenue growth in 2026 while expanding omnichannel footprint

47m

PureCycle outlines 2026 commercial ramp with 170+ project pipeline and expanded compounding capabilities

57m

Syndax signals expanding Revuforj market share and targets $10B addressable opportunity while ramping Niktimvo

57m

Crinetics outlines $600M–$650M 2026 operating expense plan as PALSONIFY launch accelerates

Cable One targets Q1 2026 mobile launch and $480M MBI acquisition while advancing multi-gig upgrades

PACS Group outlines 8% revenue growth target for 2026 as integration drives record year

Seer outlines $16M–$18M 2026 revenue target as product innovation accelerates and new buyback approved

Autodesk outlines $8.1B–$8.17B FY27 revenue target amid go-to-market restructuring and AI expansion

AvePoint targets 27% ARR growth for 2026 as AI-driven demand accelerates

Coreweave targets $12b–$13b 2026 revenue with accelerated $30b–$35b capex amid surging ai demand

Definium Therapeutics targets three pivotal Phase III readouts in 2026 as enrollment advances and cash runway extends into 2028

NetApp outlines 8% Q4 revenue growth target as AI and cloud momentum accelerates

Xponential Fitness outlines $260M–$270M revenue target for 2026 amid strategic cost cuts and focus on Club Pilates expansion

BioLife Solutions outlines 17–20% revenue growth target for 2026 while expanding commercial customer mix

Intellia outlines 2026 lonvo-z launch plans as FDA lifts clinical hold on MAGNITUDE-2

Teknova outlines 20%-25% long-term revenue growth target while investing $2M annually in commercial capabilities

Block raises 2026 gross profit growth guidance to 18% with $12.2B target following workforce reduction

National CineMedia outlines 2026 revenue growth strategy with premium inventory and local expansion

Natera outlines $2.62B-$2.7B 2026 revenue target amid record MRD growth and margin expansion

Puma anticipates $194M–$198M NERLYNX revenue for 2026 while advancing alisertib clinical programs

Aeva targets $30M–$36M revenue for 2026 as new OEM wins and physical AI partnerships drive growth

Duolingo targets 20% DAU growth and 100M users by 2028 as profitability shifts to reaccelerate expansion

Sunrun outlines high single- to low double-digit direct business growth for 2026 as it pivots to margin-focused strategy

OrthoPediatrics reiterates $262M–$266M 2026 revenue target as product innovation super cycle accelerates

Amphastar outlines mid- to high-single-digit revenue growth for 2026 while launching new respiratory product

Biodesix outlines $106M–$112M 2026 revenue target as sales expansion drives 41% Q4 growth

H2O America outlines 31% CapEx budget increase and raises long-term EPS growth target to 6-8% amid transformative Quadvest acquisition

Sweetgreen outlines 2026 guidance with same-store sales decline of 4% to 2% amid menu innovation and operational transformation

Innodata anticipates 35%+ revenue growth in 2026 while advancing data innovation for AI

Rocket Companies signals $2.6B–$2.8B Q1 revenue guidance as AI-driven integration and Compass alliance accelerate growth

Sprout Social outlines path to 30% Rule of 40 target by Q4 2027 amid AI expansion and enterprise focus

Clipper Realty outlines ongoing residential rent growth with 13% increase in new leases as portfolio optimization continues

Castle Biosciences outlines 2026 revenue target of $340M-$350M as AdvanceAD-Tx launch supports growth strategy

Airgain outlines $10.5M–$12.5M Q1 2026 sales guidance and signals strategic platform ramp

Evertec outlines 2026 revenue growth of up to 11.2% and expands LATAM business to over 40% of total revenue

NLIGHT outlines $70M–$76M Q1 revenue target as it exits cutting and welding to focus on A&D growth

Oportun outlines 16% adjusted EPS growth target for 2026 while advancing risk-based pricing initiative

Intuit reaffirms 12–13% revenue growth guidance for 2026 while expanding AI-driven platforms and mid-market reach

Talen signals $1.75B–$2.05B 2026 EBITDA guidance reaffirmation as data center demand accelerates

Progyny outlines 2026 revenue guidance of $1.355B–$1.405B as company launches new Select product for small employers

MP Materials targets 6,000 metric ton NdPr oxide annual run rate in 2026 while accelerating 10X build-out

Coupang outlines 2026 EBITDA margin disruption and targets 5–10% Q1 revenue growth amid data breach recovery

SBA Communications signals $35M in new U.S. leasing revenue for 2026 while expanding Central America footprint

Pacira outlines $745M–$770M 2026 revenue target as 5x30 strategy drives margin and pipeline progress

Clover Health expects 46% membership growth and first full year GAAP profitability in 2026 while advancing cohort economics

Cars.com outlines marketplace integration and expects 2026 dealer revenue growth while advancing AI-powered solutions