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Seeking Alpha: News

SuRo Capital signals additional dividends and highlights $1T OpenAI IPO potential as AI investments drive portfolio gains

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Nabors prices $700M senior notes

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Red wave in Asia: Japan and South Korea stocks slump as Wall Street's AI rally runs into valuation reality

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Fiverr International beats Q3 earnings estimates

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Wayfair prices $700 million senior notes

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Flywire projects 23%-25% FX-neutral revenue growth for full year 2025 while expanding education market share

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Mercury Systems outlines FY '26 margin expansion and $200M buyback amid record $1.4B backlog

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Macerich outlines path to $2B dispositions and 85% leasing target by mid-2026 as balance sheet strengthens

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Earnings Snapshot: Rivian posts bigger-than-expected loss, revenue up 78% on strong sales and software growth

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Ultragenyx outlines 14%–20% 2025 revenue growth, advances late-stage pipeline with $400M OMERS financing

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American Financial Non-GAAP EPS of $2.69 misses by $0.55, revenue of $2.33B beats by $490M

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Zepp Health Non-GAAP EPS of -$0.04, revenue of $75.79M; initiates Q4 outlook

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Gold Resource GAAP EPS of -$0.03

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ImmunityBio GAAP EPS of -$0.07 beats by $0.04, revenue of $32.06M beats by $0.18M

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8x8 outlines Q3 revenue guidance of $177M-$182M with PLG strategy and AI-driven growth

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Wednesday's Economic Calendar

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Oportun raises 2025 adjusted EPS guidance to $1.30–$1.40 while reducing full-year operating expenses by $10M

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CAVA outlines 68–70 new restaurant openings and 16% unit growth for 2026 amid macro headwinds

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American Well outlines $245M–$248M 2025 revenue target as platform strategy shifts toward high-margin AI and efficiency

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Cryoport updates 2025 revenue outlook to $170M-$174M while expanding global supply chain infrastructure

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Veracyte raises 2025 revenue outlook to $510M while accelerating double-digit growth investments

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OmniAb outlines $18M–$22M 2025 revenue guidance while launching OmniUltra and expanding xPloration platform

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Lucky Strike Entertainment targets 1% to 5% same-store sales growth amid rebrand acceleration and cost focus

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Crexendo signals double-digit growth for 2026 as AI innovation drives platform adoption

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Ouster targets $39.5M–$42.5M Q4 revenue while expanding BlueCity reach and accelerating AI-driven physical solutions

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Purple Innovation reiterates $465M–$485M 2025 revenue outlook while expanding Mattress Firm, Costco partnerships

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Jushi outlines 35% cannabis capacity expansion and new store entries amid operational gains

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Ssr Mining targets lower half of 410,000-480,000 gold equivalent ounces guidance as Çöpler restart progresses

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NeuroPace raises 2025 revenue and gross margin guidance amid record RNS growth and DIXI wind-down

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Tarsus outlines $140M–$145M Q4 sales target while expanding XDEMVY adoption and pipeline progress

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MasterBrand updates 2025 EBITDA guidance to $315M–$335M amid evolving tariff landscape and merger preparations

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Agilon health reinstates $5.82B revenue guidance for 2025 while streamlining cost base

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Latham narrows 2025 guidance with 7% sales growth and 19% adjusted EBITDA target amid strong sand states momentum

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CareDx raises 2025 revenue guidance to $372M–$376M with robust RCM gains and new product launches

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Corsair outlines $1.425B–$1.475B revenue target for 2025 as memory market tightness shapes guidance

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

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