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Seeking Alpha: News

Meta taps Morgan Stanley, JPMorgan for $13B El Paso AI data center deal: report

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Tuesday’s Economic Calendar

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Adeia reiterates $395M-$435M 2026 revenue outlook amid CEO transition plan targeting Q4 successor

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Advanced Energy forecasts low-to-mid-20% 2026 revenue growth as it targets over 43% gross margin

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Repay outlines 2026 revenue of $340M-$346M and targets ~42% adjusted EBITDA margin as it plans to close KUBRA in Q2 2026

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Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports

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Vertex projects 2026 revenue of $12.95B-$13.1B while targeting $500M-plus from non-CF products

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Backblaze raises 2026 revenue outlook to $161.5M-$163.5M while shifting B2 growth expectations toward ~20% in Q2

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Aviat outlines FY 2026 revenue of $428M-$440M amid $9M project pushouts

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Sonos expects Q3 revenue of $355M-$375M amid ~400 bps memory cost headwind

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Tactile Medical projects $360M-$368M 2026 revenue as Medicare prior authorization process matures

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ThredUp outlines $351.2M-$356.2M 2026 revenue while holding adjusted EBITDA at ~6.1% amid selective consumer

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RB Global expects 2026 GTV growth of 6%-9% while BigIron closing targeted for Q2

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Nuvation Bio expects gross-to-net to stabilize around 30% as IBTROZI shifts to >50% TKI-naive starts

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BioMarin outlines $3.825B-$3.925B 2026 revenue outlook driven by Amicus integration and 20% growth target

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Firefly forecasts $420M-$450M 2026 revenue as NASA lunar cadence accelerates and Golden Dome work ramps

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Gold extends decline as Gulf clashes lift yields and rate expectations

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OSI Systems outlines $235M homeland defense UCA while maintaining fiscal 2026 revenue and EPS guidance

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Ameresco outlines Q2 adjusted EBITDA of $58M-$62M as it targets 100-120 MW in service in 2026

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Oil prices slip as military escorts ease Hormuz supply fears

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Onsemi expects Q2 2026 EPS of $0.65-$0.77 while projecting AI data center revenue to double year-over-year in 2026

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Lattice projects Q2 revenue of $175M-$195M while targeting AMI close in Q3 for $1.65B deal

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Palantir signals $7.650B-$7.662B FY2026 revenue outlook as U.S. demand remains the constraint

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Allison outlines 2026 revenue of $5.575B-$5.925B while targeting $120M annual run rate synergies

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GeneDx expects $475M-$490M 2026 revenue as it targets at least 30% exome/genome volume growth

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Biodesix raises 2026 revenue outlook to $108M-$114M as it targets sustained adjusted EBITDA profitability

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EverQuote outlines Q2 revenue of $185M-$195M while targeting $1B in revenue in 2-3 years

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Matson raises full-year 2026 operating income outlook to modestly exceed 2025, driven by post-lunar new year China demand

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Inspire forecasts $825M-$875M 2026 revenue amid coding and WISeR disruption

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Gaia outlines 20% churn reduction and 20%-25% ARPU increase targets for Q4 2026 as it refocuses on direct members

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Paramount Skydance targets unified streaming platform by mid-2026 as it expects total advertising to return to growth in H2

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Dollar ticks higher amid geopolitical tensions, yen volatility in focus: Currency Recap

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Pinterest forecasts Q2 revenue of $1.133B-$1.153B as it targets ~29% full-year adjusted EBITDA margin

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Ichor forecasts Q2 revenue of $300M +/- $10M with 13%-14% gross margin as it targets at least 15%

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Medifast reconfirms $270M-$300M 2026 revenue outlook as it targets profitability improvements starting in Q4 2026

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InspireMD anticipates FDA approval of original CGuard delivery system in Q3 2026 as it withdraws 2026 revenue guidance

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Otter Tail GAAP EPS of $1.73 beats by $0.31, revenue of $347.03M beats by $7.93M

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Here are the major earnings before the open Tuesday

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Wajax Non-GAAP EPS of C$0.67, revenue of C$502.1M

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Oak Ridge Financial Services GAAP EPS of $0.53, revenue of $7.2M

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Cogent targets 6% to 8% long-term revenue growth amid plan to close sale of 10 Sprint data centers in early summer

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Earnings Snapshot: Transocean beat Q1 revenue estimates; 40%+ margin but weak outlook

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GeneDx plummets on lower 2026 guidance, Q1 misses

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Theralase Technologies Inc. reports FY results

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HydroGraph reappoints Anderson as interim CFO

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O-I Glass unit prices $500M senior notes to refinance 2027 debt

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Elon Musk trust to pay SEC $1.5M to settle Twitter ownership filing case

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Black Stone Minerals GAAP EPS of $0.03 misses by $0.18, revenue of $117.5M beats by $15.42M

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RioCan Real Estate Investment Trust reports Q1 results

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Academy Sports + Outdoors prices $500M of senior secured notes due 2031

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