← Back to news
S

Seeking Alpha: News

TPG expects 2026 capital raising to exceed $50B while scaling fee-related earnings and private wealth expansion

S

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

S

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

S

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

S

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

B

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

B

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

S

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

B

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

B

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

B

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

B

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

B

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

B

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

B

Here are the major earnings before the open Friday

B

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

B

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

B

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

B

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

B

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

B

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

B

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

S

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

S