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Seeking Alpha: News

Assured Guaranty Non-GAAP EPS of $1.23 misses by $0.37, revenue of $195M misses by $10.03M

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Krispy Kreme maintains 2026 outlook with $1.25B-$1.35B net revenue and $140M-$150M adjusted EBITDA targets

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Applied Optoelectronics slides amid mixed Q2 results, guidance

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Roku GAAP EPS of $1.08 beats by $0.49, revenue of $1.35B beats by $50M

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Kelly Services expects Q4 adjusted EBITDA margin of about 4% as revenue growth turns to mid- to upper single digits

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Dropbox Non-GAAP EPS of $0.75 beats by $0.01, revenue of $631.5M beats by $5.15M

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JFrog Non-GAAP EPS of $0.27 beats by $0.03, revenue of $163.8M beats by $8.16M

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LTC targets $900M 2026 SHOP acquisitions as it maps 75% of NOI from SHOP by end of 2028

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ProFrac outlines $100M annualized savings program while refinancing to a $300M ABL and accelerating dual-fuel upgrades

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Encompass Health signals higher 2026 outlook with $6.41B-$6.49B revenue and $6.02-$6.25 adjusted EPS guidance

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BlackRock TCP Capital outlines strategic review as it targets pro forma net leverage of ~0.4x following portfolio sale

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Cheniere targets $7.9b-$8.4b 2026 adjusted EBITDA as Sabine Pass phase 1 EPC contract is set at $4.7b

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Datadog projects FY 2026 revenue of $4.45B-$4.47B while derisking guidance for its largest customer

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Netscout reaffirms FY2027 outlook of $885M-$915M revenue and $2.65-$2.80 EPS as federal timing boosts Q1

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Targa expects 2026 adjusted EBITDA toward top end of $5.7B-$5.9B range as Permian volumes rise 450 MMcf/d vs. Q1

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Solaris targets Q4 adjusted EBITDA of $100M-$120M while integrating GESA acquisition

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TWFG raises 2026 revenue outlook to $300M-$320M supported by 13%-17% organic growth

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General Dynamics adds company president Danny Deep to board

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Greenlight's David Einhorn says SpaceX IPO may signal speculative market peak

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Excelerate Energy outlines $490M-$515M 2026 adjusted EBITDA outlook as Acadia adds about $20M and Iraq start shifts to Q2 2027

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CION targets ~1.35x pro forma leverage while expanding buyback authorization to $130M

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Epam expects 2026 revenue growth of 3.2%-4.2% while targeting $600m in AI native revenue

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Resolute Holdings Management, reports Q2 results

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Ligand forecasts $9-$9.50 adjusted EPS in 2026 as XOMA deal adds about $0.50 in 2H 2026

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Acushnet outlines $2.65B-$2.675B 2026 sales outlook while forecasting $450M-$470M adjusted EBITDA

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Nine Energy projects Q3 revenue $133M-$143M as coiled tubing repairs constrain operations

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Arhaus forecasts FY 2026 revenue $1.43B-$1.47B and updates adjusted EBITDA to $160M-$171M after tariff refunds

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D-Wave outlines 100 logical qubits by 2032 as it targets 20,000-qubit Advantage3 by 2029

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Most and least shorted communications services stocks with up to $2B market cap as of end-July

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Inseego falls after weak guidance

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Warby Parker reaffirms 2026 revenue of $959M-$976M while preparing intelligent eyewear launch this fall

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SGL Carbon reports 1H results

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CPI card group forecasts $45M-$50M free cash flow while raising 2026 revenue growth outlook

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Granite Point targets SOFR+200 funding cost as CECL reserve rises to $166M

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Ricoh Company reports FY results

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Commerce outlines 2026 revenue of $336.5M-$344.5M amid partner ecosystem concentration and higher AI-driven infrastructure costs

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U-Haul signals over $500m decrease in net fleet investing as freight costs pressure U-Box

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Townsquare targets $50M media partnership revenue at 20% margin within 4 years while narrowing 2026 EBITDA guidance to $87M-$90M

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Paradox Interactive reports Q2 results

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RATIONAL Aktiengesellschaft reports Q2 results

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CareCloud outlines full-year 2026 revenue of $128M-$132M and GAAP EPS of $0.20-$0.23 following Series B redemption

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Murphy USA signals $0.35 all-in fuel margin in H2 2026 amid supply tightness

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Rogers Sugar reports Q3 results

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The script flips as wage growth outruns home prices four years in a row

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Cascades reports Q2 results

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Ralph Lauren raises FY2027 revenue growth outlook to 5%-6% with operating margin expansion of 60-80 bps

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Haemonetics forecasts 5% to 8% FY 2027 reported revenue growth as it raises guidance on Q1 strength

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OpenAI upgrades GPT-5.6 Luna, expands Luna access; ChatGPT hits 1B users

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Knight Therapeutics reports Q2 results

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Algonquin Power & Utilities Q2 2026 Earnings Preview

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