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Seeking Alpha: News

Workday flags wider FY26 GAAP vs non-GAAP margin gap, to cut ~2% of workforce

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Baidu announces $5B buyback and dividend policy

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ASGN outlines $960M–$980M Q1 2026 revenue target as Everforth rebrand and Quinnox acquisition advance digital strategy

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Tyson Foods declares $0.51 dividend

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Vertical Aerospace signs new customer JetSetGo to accelerate electric and hybrid-electric aviation in India

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PulteGroup declares $0.26 dividend

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Eikon Therapeutics prices upsized IPO of 21.18M shares at $18.00

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Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report

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Cerence reaffirms $300M–$320M FY26 revenue guidance as xUI drives new OEM wins and record cash flow

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Snap targets 1B monthly active users while accelerating subscription growth and gross margin expansion

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PTC outlines $1.1B–$1.3B share repurchases in fiscal 2026 as deferred ARR accelerates growth

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Regional Management targets 20%-25% net income growth and at least 10% receivables expansion in 2026 while advancing bank partnership strategy

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E.l.f. Beauty raises fiscal 2026 net sales growth outlook to 22%-23% as rhode outpaces expectations

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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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