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Seeking Alpha: News

SS&C projects 12% adjusted EPS growth and targets 40% margin in Q4 2026 as AI integration accelerates

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News Corporation signals expanded buyback and continued double-digit growth in Dow Jones and digital real estate

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Arrow outlines 21% Q1 sales growth target with expanding value-added services mix

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Lionsgate signals double scripted TV episodes and robust tentpole slate for fiscal '27 as library revenue hits $1.05B

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Crude oil tumbles ahead of U.S.-Iran talks; U.S. posts record natural gas storage draw

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Reddit signals 52%–54% revenue growth for Q1 2026 as momentum builds with $1B share repurchase plan

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Byrna anticipates continued margin expansion and 2,000-store footprint growth in 2026 as new products launch

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Bloom Energy outlines $3.1B–$3.3B revenue target for 2026 as product backlog surges 140%

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Power Integrations outlines industrial growth and new cost focus as restructuring reduces workforce by 7%

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Omnicell targets $1.215B–$1.255B 2026 revenue as Titan XT and OmniSphere fuel platform push

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Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026

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Ladder Capital signals over $6B loan portfolio growth by year-end 2026 as payoffs slow and origination ramps up

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Lesaka outlines 27% Q3 net revenue growth target as One Lesaka strategy advances

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VeriSign targets 1.5%-3.5% domain name base growth for 2026 as company eyes new security services

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Knowles outlines 12% revenue growth target for Q1 2026 amid strong demand and specialty film ramp

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Cms energy raises 2026 EPS guidance to $3.83–$3.90 as $24B investment plan advances

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BP's Whiting refinery workers prepare for strike, union says

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AvalonBay forecasts 1.4% revenue growth for 2026 while targeting $800M in new development starts

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Malibu Boats outlines $198M–$202M Q3 sales target amid dealer inventory stability and sourcing initiatives

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ESCO Technologies raises 2026 EPS guidance to $7.90–$8.15 amid 143% orders surge and robust segment growth

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Roblox outlines 22–26% bookings growth for 2026 while expanding AI and 18+ market reach

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Bristol-Myers Squibb outlines $46B–$47.5B 2026 revenue target as growth portfolio nears 60% of sales, driven by new product launches and pipeline catalysts

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Wheaton Precious Metals taps Hodaly as new President/CEO, succeeding Smallwood

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Here are the major earnings before the open Friday

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Tech Voices: Amazon's CapEx, UAE AI chip deal, Gemini layoffs (Update)

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Huntington Ingalls raises medium-term shipbuilding growth target to 6% amid record revenues and expanding defense demand

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EastGroup projects 6.1% same-property NOI growth and $250M in 2026 development starts as demand rebounds

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Golub Capital BDC outlines 2026 dividend reset and anticipates ongoing industry headwinds

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BARK signals continued focus on profitability and cash flow as diversification grows to 23% of revenue

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Simon Property to buy back up to $2.0B of common stock

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Haemonetics raises fiscal 2026 guidance as plasma and blood management drive 8%-10% organic growth outlook

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Modine targets 50%-70% data center revenue growth over two years as segment spin-off advances

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Liftoff Mobile postpones IPO amid tech stock slump

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Prediction marketplace Kalshi seeks CFTC nod for margin trading - report

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Dave reports preliminary fourth quarter revenue of $164 million

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Gold and silver prices slide as historic rally unwinds

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Insight Enterprises outlines $11–$11.50 adjusted EPS target for 2026 as AI, cloud, and services drive cautious optimism

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RGC Resources GAAP EPS of $0.47, revenue of $30.26M

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Molina plunges as 2026 guidance disappoints

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Arc Resources reports FY results

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3 things to look forward to on Friday

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NOV outlines 2026 cost-out acceleration and targets $100M in annualized savings amid challenging market conditions

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Spectrum Brands outlines $300M share repurchase program and reiterates net sales growth targets for fiscal 2026 amid pet care recovery

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Helmerich & Payne outlines $45M+ quarterly margin target for international segment as FlexRobotics and Saudi reactivations drive optimism

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BARK Non-GAAP EPS of -$0.03 beats by $0.01, revenue of $98.45M misses by $4.18M

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Grounded People Apparel announces $1M non-brokered private placement

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Linde targets $17.40–$17.90 EPS for 2026 as restructuring and record backlog drive outlook

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Sun Country Non-GAAP EPS of $0.17 beats by $0.04, revenue of $281M beats by $7.73M

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Magnolia Oil & Gas GAAP EPS of $0.37 beats by $0.01, revenue of $317.62M beats by $3.88M

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Astronics reports preliminary 2025 results, reiterates 2026 revenue outlook

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