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Seeking Alpha: News

Benchmark Electronics signals strong 2026 semi-cap recovery and double-digit medical growth while expanding Penang capacity

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Trump adviser and Fed governor Stephen Miran leaves White House post

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Silicon Motion Technology Non-GAAP EPS of $1.26 misses by $0.04, revenue of $278.5M beats by $17.51M

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Anthropic reportedly plans employee tender offer at $350B valuation

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Lithium miner Tianqi opens door to full SQM divestment

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Intapp outlines $415M–$419M SaaS revenue target for fiscal 2026 as cloud momentum accelerates

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Take-Two raises full-year net bookings outlook to $6.7B as mobile and core franchises surge

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Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report

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Enphase targets $2B battery retrofit market in Netherlands while rolling out fifth-generation batteries and AI-driven customer tools

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Columbia Sportswear outlines 1%–3% net sales growth and 6.2%–6.9% operating margin for 2026 amid tariff headwinds and emerging brand momentum

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EGain outlines $90.5M–$92M fiscal 2026 revenue target as AI Knowledge ARR jumps 27%

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Clorox outlines 0–1% category growth target and innovation-led recovery as ERP transition ends

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Amcor outlines synergy-driven EPS growth of 12%–17% for fiscal 2026 while advancing portfolio optimization

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Aviat outlines $1.6B 5G router opportunity and maintains $440M–$460M revenue target as BEAD optimism grows

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Skyworks outlines $500M synergy target through Qorvo merger while projecting Q2 revenue up to $925M

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Carlisle outlines path to $40 EPS and 25% ROIC backed by Vision 2030 and innovation investments

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Varonis targets 18%–20% SaaS ARR growth excluding conversions for 2026 as SaaS transition accelerates

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Glencore halts $300M plan to cut emissions at Quebec smelter

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Group of BP investors seeks proof that shift to oil and gas will bring value

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Super Micro Computer targets $40B full-year revenue as DCBBS drives margin outlook

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Amgen outlines $37B–$38.4B 2026 revenue target as Repatha, EVENITY, and TEZSPIRE drive momentum

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Chipotle outlines path to 7,000 North American units and accelerates global expansion in 2026 plan

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AMD outlines path to >60% annual data center growth and multi-billion AI revenue by 2027 as MI400 and Helios launch

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Mondelez signals chocolate margin recovery in 2027 amid shifting cocoa costs and increased brand investment

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Match Group outlines flat 2026 revenue with $1.085B-$1.135B free cash flow target as Tinder turnaround advances

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Aytu BioPharma outlines EXXUA launch strategy and expects breakeven at $17.3M quarterly net revenue as ADHD portfolio remains resilient

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InnovAge raises 2026 revenue guidance to $950M while achieving 9.2% adjusted EBITDA margin

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Key Tronic targets $1.2M per quarter cost savings as China facility wind-down advances

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Cirrus Logic targets doubling PC revenue in fiscal 2026 while expanding AI and automotive offerings

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Jacobs raises FY26 outlook with 6.5%-10% net revenue growth and $7.30 EPS target as backlog hits $26B

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H&R Block reaffirms $3.875B–$3.895B revenue guidance as CEO launches tech-driven strategy

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Crude oil rises as U.S. shoots down Iranian drone; U.S.-India trade deal to impact Russian oil

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Lumen targets $700M cost savings in 2026 while advancing AI network strategy after AT&T divestiture

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Transcat reaffirms high single-digit Q4 organic service growth outlook while advancing acquisition strategy

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Sonos outlines $5B lifetime value opportunity as new products and system strategy drive 2026 growth ambitions

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USA Rare Earth eyes $3B-plus funding to accelerate plans, CEO tells Bloomberg

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Digital Turbine raises fiscal 2026 guidance to $558M revenue and $117M EBITDA as balance sheet strengthens

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U.S. crude stockpiles fell 11.1M barrels last week, API says

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Rithm Capital signals 10% origination growth in 2026 while expanding asset management and real estate footprint

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Here are the major earnings before the open Wednesday

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WM Technology appoints two new board members, CFO moves to full-time role

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Amgen beats on both lines in Q4 and issues 2026 guidance

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TAG Oil upsizes offering to $10M

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Gold bounces back with largest one-day percentage gain since 2009

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NRC signals 8% TRCV growth into 2026 as go-to-market strategy gains traction

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Jacobs Engineering beats profit estimates as backlog grows

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Boeing snaps six straight sessions of losses

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U.S. states appeal ruling in landmark case involving Google's search business

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EnerSys Q3 2026 Earnings Preview

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DHT Holdings Q4 2025 Earnings Preview

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