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Seeking Alpha: News

Alphabet outlines $175B–$185B 2026 CapEx plan as AI momentum accelerates across search, cloud, and YouTube

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FormFactor targets $225M Q1 revenue with continued gross margin expansion as HBM and data center demand accelerate

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Allegiant signals adjusted EPS of $8+ for 2026 amid Sun Country acquisition and MAX fleet expansion

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Digi International targets $200M ARR and adjusted EBITDA by 2028 while integrating Particle acquisition

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Connection targets 200 basis point market outperformance in 2026 with expanded AI-enabled solutions

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McKesson raises full-year EPS guidance to $38.80–$39.20 as oncology and biopharma services accelerate

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Crown Castle outlines $65M cost reduction and targets $7B debt repayment as tower focus intensifies

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Coherent signals double-digit revenue growth for March and June quarters, eyes fiscal 2027 acceleration

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Eli Lilly outlines $80B–$83B 2026 revenue target amid robust incretin growth and new product launches

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Lucky Strike outlines EBITDA lift and brand consolidation while targeting 200 Lucky Strike locations by end of 2026

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Crude oil rises, then drops after Iran confirms talks with U.S. set for Friday

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Central Garden & Pet reaffirms $2.70+ EPS target for 2026 while shifting focus to innovation and growth

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Moelis & Company signals broadening M&A activity and sees continued growth in 2026, led by record revenues and private capital advisory expansion

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Boot Barn raises full-year sales guidance to $2.25B as store expansion and margin strategies advance

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Regal Rexnord shares climb on profit beat as data center orders surge

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Tenable outlines 2026 revenue target exceeding $1B amid rising AI security demand and platform adoption

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LifeVantage outlines $185M–$200M revenue target and new $60M buyback amid GLP-1 headwinds and LoveBiome integration

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Kemper outlines accelerated product launches and expense reductions to drive geographic diversification

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Clearfield reiterates $160M-$170M sales guidance for 2026 while launching NOVA platform and targeting BEAD opportunities

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Align Technology outlines 3%–4% revenue growth target for 2026 as DSO momentum and digital innovation drive outlook

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Lantronix raises drone revenue outlook to $8M–$12M for 2026 as platform strategy gains traction

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EPlus raises full-year guidance to 20%-22% net sales growth amid AI-driven momentum

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Glencore-Rio Tinto merger 'hangs in the balance' as deadline looms - FT

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Weatherford targets 2026 EBITDA up to $1.12B with margin-focused strategy amid international variability

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A10 Networks targets 10%–12% revenue growth in 2026 amid AI-driven demand and record Q4 results

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Blue Bird (BLBD) shares rise after earnings and revenue top expectations

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Rare earth stocks sink as Trump administration floats tariffs to implement price floor

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Accuray resets 2026 outlook to $440M–$450M revenue and $22M–$25M adjusted EBITDA amid transformation plan

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Here are the major earnings before the open Thursday

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Vishay projects quarterly revenue growth in 2026 as AI, automotive and industrial demand accelerate

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Torex Gold names CEO successor

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Gold futures drop back below $5,000 after rising; analysts see short-term volatility

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Allstate posts Q4 earnings beat, boosts dividend by 8%, unveils $4B buyback plan

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Viasat Q3 2026 Earnings Preview

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Unum Q4 2025 Earnings Preview

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Mettler-Toledo Q4 2025 Earnings Preview

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Flowserve Q4 2025 Earnings Preview

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AptarGroup Q4 2025 Earnings Preview

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Equity Residential Q4 2025 Earnings Preview

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Noodles & Company to implement 1-for-8 reverse stock split

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Sangoma Technologies GAAP EPS of -$0.06 in-line, revenue of $51.5M beats by $0.36M

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Core Laboratories Non-GAAP EPS of $0.21 beats by $0.02, revenue of $138.3M beats by $7.9M

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NOV GAAP EPS of $0.21 misses by $0.04, revenue of $2.28B beats by $110M

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FMC Corp. to explore strategic options, including possible sale

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Glen Burnie Bancorp GAAP EPS of -$0.03, revenue of $3.47M

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Snap in charts: DAU Y/Y growth slows down in Q4

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UGI Non-GAAP EPS of $1.26 in-line, revenue of $2.08B misses by $410M

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Star Group GAAP EPS of $0.89, revenue of $539.3M

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CSG Systems International Non-GAAP EPS of $1.53, revenue of $323.1M

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American Superconductor GAAP EPS of $2.62 beats by $2.55, revenue of $74.53M beats by $5.5M

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