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Seeking Alpha: News

Super Micro outlines $36B revenue target for 2026 amid AI demand surge and DCBBS expansion

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Clover Health outlines 33% membership growth outlook and targets adjusted EBITDA expansion amid utilization headwinds

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InnovAge reaffirms $900M-$950M revenue and $56M-$65M adjusted EBITDA guidance for fiscal 2026 while highlighting leadership transitions

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Grocery Outlet outlines 150-store refresh rollout for 2026 amid comp acceleration plans

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Allegiant raises 2025 EPS guidance above $4.35 and targets 20% MAX ASM share in 2026 with margin expansion

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Ryman Hospitality targets 8% group rooms revenue growth for 2026 as corporate demand strengthens

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Personalis narrows 2025 revenue outlook to $68M-$73M amid biopharma project delays and rapid clinical test growth

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Lumentum expects $650M Q2 revenue milestone, advances AI-driven optics growth

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Match Group outlines $90M in 2026 payment savings and signals spring 2026 Tinder relaunch while advancing AI-driven product innovation

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CeriBell raises 2025 revenue guidance to $89M while targeting deeper hospital penetration and expanding pediatric market

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Rivian reaffirms 2025 delivery guidance of 41,500–43,500 units amid strong R2 momentum

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Comscore outlines flat 2025 revenue outlook while advancing cross-platform measurement and recapitalization

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Perdoceo Education signals 2026 adjusted operating income growth as St. Augustine acquisition drives Q3 momentum

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Exelixis narrows 2025 revenue guidance to $2.3B–$2.35B amid accelerated GI franchise expansion and new pivotal trials

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Key Tronic targets $20M consignment program ramp while expanding US and Vietnam capacity

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Entravision signals stable Q4 revenue and earnings outlook as ATS revenue doubles and media restructuring advances

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Hut 8 outlines 1,530 MW expansion and accelerated data center execution amid record Q3 results

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Ormat outlines $960M–$980M revenue target for 2025, driven by storage and product segment growth

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Hackett Group outlines Q4 $69.5M-$71M revenue target with aggressive GenAI-driven alliances and Dutch auction plan

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Matson expects 30% lower Q4 operating income as tariff uncertainty eases following trade deal

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TotalEnergies pushes prediction for peak oil demand back by a decade

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ADM cuts 2025 profit outlook for third time but shares rebound to finish flat

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Clean Energy Fuels outlines near doubling of RNG production in 2026 as new projects come online

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Coupang signals continued 20% revenue growth outlook as Taiwan momentum accelerates

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Rapid7 outlines 2025 ARR reduction and signals operational changes amid leadership transition

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Trex outlines 2026 margin headwind and $50M share repurchase amid flat sales outlook

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DMC Global outlines $140M–$150M Q4 sales target as deleveraging accelerates amid market headwinds

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Rhythm Pharmaceuticals anticipates IMCIVREE launch in acquired hypothalamic obesity with $416M cash position

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Ascent Industries outlines path to $120M–$130M revenue through organic growth while achieving 30%+ gross margin

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Astera Labs targets Q4 revenue up to $253M while expanding scale-up AI connectivity and optical roadmap

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Amgen raises 2025 revenue guidance to $35.8B–$36.6B with 14% volume growth, launches AmgenNow platform

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Coterra signals modest capital reduction for 2026 while boosting 2025 production outlook and shareholder returns

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Finance of America outlines 20%-25% volume growth and $4.25-$4.75 adjusted EPS for 2026 as digital and AI investments accelerate

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Masimo raises EPS guidance to $5.40–$5.55 while advancing AI-enabled monitoring and Philips partnership

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Cirrus Logic targets $500M-$560M Q3 revenue and expands AI PC audio reach while driving record Q2 sales

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Corcept anticipates $3B–$5B annual hypercortisolism revenue with relacorilant as FDA decisions near

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Corvus outlines January data readout for soquelitinib extension study as Phase II atopic dermatitis trial set for Q1 2026

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Crude oil turns lower on stronger dollar, oversupply worries

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Arteris signals 24% ACV plus royalties growth and raises 2025 revenue target amid AI-driven demand

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Tempus AI signals sustained 25% genomics growth target through 2028 while achieving first positive adjusted EBITDA

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NMI Holdings signals continued disciplined growth with $13B NIW and record $218.4B insurance-in-force while managing macro risks

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Niagen Bioscience raises revenue growth outlook to 25%-30% for 2025 while expanding clinic and telehealth reach

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Mirum aims for $500M–$510M 2025 revenue as cash flow turns positive and pivotal trial readouts approach

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A10 Networks targets 10% full-year growth amid AI-driven revenue surge and expanding security solutions

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Synchronoss outlines $169M–$172M 2025 revenue guidance amid subscriber headwinds and AI-driven growth initiatives

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LifeVantage outlines $225M–$240M fiscal 2026 revenue target as LoveBiome integration advances

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Tempus AI falls despite Q3 double line beats, raising 2025 revenue guidance

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AudioEye outlines $0.90 annualized adjusted EPS run rate as ARR and margins expand through EU momentum

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U.S. crude stockpiles rose 6.5M barrels last week, API says

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RideNow Group signals continued adjusted EBITDA growth as store consolidation advances

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