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Seeking Alpha: News

Ribbon projects up to $875M 2026 revenue amid cautious outlook and voice modernization momentum

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Digital Realty outlines 8% core FFO growth target for 2026 as hyperscale and AI demand accelerate

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Doximity outlines 4% Q4 revenue growth and projects double-digit exit rate for 2026 amid AI platform expansion

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Fortinet outlines 13% billing growth target for 2026 while advancing Unified SASE and secure networking leadership

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Exponent outlines high single-digit revenue growth and margin expansion targets for 2026 amid AI-driven demand

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WEX expects 13% EPS growth in 2026 as operating leverage and innovation drive margin expansion

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Viasat outlines ViaSat-3 launches and targets free cash flow growth through capital efficiency

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Amtech signals continued AI-driven growth as panel-level packaging gains traction

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Microchip signals 6.2% sequential sales growth for Q4 2026 as automotive and connectivity momentum builds

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Monolithic Power Systems signals floor of 50% enterprise data growth for 2026 amid leadership transition and record Q4 revenue

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Alpha and Omega Semiconductor plans 25% R&D increase for 2026 amid push into AI and medium-voltage solutions

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Hub Group outlines $3.65B-$3.95B 2026 revenue projection while addressing accounting controls

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Warner Music Group outlines AI-driven margin targets and expanded $1.65B JV capacity as strategic priorities advance

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Good Times Restaurants outlines targeted menu pricing and loyalty strategy while prioritizing debt reduction

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Atlassian targets 20%+ annual revenue growth through FY27 amid accelerating AI adoption and record enterprise expansion

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Gen Digital raises 2026 revenue and EPS guidance as AI and MoneyLion drive growth

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Illumina outlines 2026 revenue guidance of $4.5B–$4.6B while advancing clinical growth and multiomics strategy

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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 said to postpone IPO amid tech stock slump

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