Microchip signals 6.2% sequential sales growth for Q4 2026 as automotive and connectivity momentum builds

36m

Monolithic Power Systems signals floor of 50% enterprise data growth for 2026 amid leadership transition and record Q4 revenue

46m

Alpha and Omega Semiconductor plans 25% R&D increase for 2026 amid push into AI and medium-voltage solutions

56m

Hub Group outlines $3.65B-$3.95B 2026 revenue projection while addressing accounting controls

Warner Music Group outlines AI-driven margin targets and expanded $1.65B JV capacity as strategic priorities advance

Good Times Restaurants outlines targeted menu pricing and loyalty strategy while prioritizing debt reduction

Atlassian targets 20%+ annual revenue growth through FY27 amid accelerating AI adoption and record enterprise expansion

Gen Digital raises 2026 revenue and EPS guidance as AI and MoneyLion drive growth

Illumina outlines 2026 revenue guidance of $4.5B–$4.6B while advancing clinical growth and multiomics strategy

SS&C projects 12% adjusted EPS growth and targets 40% margin in Q4 2026 as AI integration accelerates

News Corporation signals expanded buyback and continued double-digit growth in Dow Jones and digital real estate

Arrow outlines 21% Q1 sales growth target with expanding value-added services mix

Lionsgate signals double scripted TV episodes and robust tentpole slate for fiscal '27 as library revenue hits $1.05B

Crude oil tumbles ahead of U.S.-Iran talks; U.S. posts record natural gas storage draw

Reddit signals 52%–54% revenue growth for Q1 2026 as momentum builds with $1B share repurchase plan

Byrna anticipates continued margin expansion and 2,000-store footprint growth in 2026 as new products launch

Bloom Energy outlines $3.1B–$3.3B revenue target for 2026 as product backlog surges 140%

Power Integrations outlines industrial growth and new cost focus as restructuring reduces workforce by 7%

Omnicell targets $1.215B–$1.255B 2026 revenue as Titan XT and OmniSphere fuel platform push

Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026

Ladder Capital signals over $6B loan portfolio growth by year-end 2026 as payoffs slow and origination ramps up

Lesaka outlines 27% Q3 net revenue growth target as One Lesaka strategy advances

VeriSign targets 1.5%-3.5% domain name base growth for 2026 as company eyes new security services

Knowles outlines 12% revenue growth target for Q1 2026 amid strong demand and specialty film ramp

Cms energy raises 2026 EPS guidance to $3.83–$3.90 as $24B investment plan advances

BP's Whiting refinery workers prepare for strike, union says

AvalonBay forecasts 1.4% revenue growth for 2026 while targeting $800M in new development starts

Malibu Boats outlines $198M–$202M Q3 sales target amid dealer inventory stability and sourcing initiatives

ESCO Technologies raises 2026 EPS guidance to $7.90–$8.15 amid 143% orders surge and robust segment growth

Roblox outlines 22–26% bookings growth for 2026 while expanding AI and 18+ market reach

Bristol-Myers Squibb outlines $46B–$47.5B 2026 revenue target as growth portfolio nears 60% of sales, driven by new product launches and pipeline catalysts

Wheaton Precious Metals taps Hodaly as new President/CEO, succeeding Smallwood

Here are the major earnings before the open Friday

Tech Voices: Amazon's CapEx, UAE AI chip deal, Gemini layoffs (Update)

Huntington Ingalls raises medium-term shipbuilding growth target to 6% amid record revenues and expanding defense demand

EastGroup projects 6.1% same-property NOI growth and $250M in 2026 development starts as demand rebounds

Golub Capital BDC outlines 2026 dividend reset and anticipates ongoing industry headwinds

BARK signals continued focus on profitability and cash flow as diversification grows to 23% of revenue

Simon Property to buy back up to $2.0B of common stock

Haemonetics raises fiscal 2026 guidance as plasma and blood management drive 8%-10% organic growth outlook

Modine targets 50%-70% data center revenue growth over two years as segment spin-off advances

Liftoff Mobile said to postpone IPO amid tech stock slump

Prediction marketplace Kalshi seeks CFTC nod for margin trading - report

Dave reports preliminary fourth quarter revenue of $164 million

Gold and silver prices slide as historic rally unwinds

Insight Enterprises outlines $11–$11.50 adjusted EPS target for 2026 as AI, cloud, and services drive cautious optimism

RGC Resources GAAP EPS of $0.47, revenue of $30.26M

Molina plunges as 2026 guidance disappoints