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Seeking Alpha: News

Centurium Capital tightens control of Luckin Coffee

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Paylocity raises fiscal 2026 revenue guidance to $1.742B as AI-driven platform adoption accelerates

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Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion

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Apple is said to be scaling back plans for new AI-based health coach service

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Asian market mixed as tech rout continues; Australia leads declines after Bullock’s policy

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Arrowhead outlines pivotal 2026 milestones with REDEMPLO launch, $1.33B capital boost, and robust cardiometabolic pipeline

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StepStone targets continued growth with $171B platform as AUM rises $8B sequentially

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Toyota Motor reports Q3 results; updates FY26 outlook

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Coursera outlines $805M-$815M 2026 revenue target as Udemy merger and AI initiatives accelerate platform evolution

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Qualys targets $717M–$725M 2026 revenue with expanded AI-driven risk management and ROC initiatives

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IBEX raises FY26 revenue guidance to $630M as AI leadership, HealthTech growth, and India expansion drive margin gains

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MGM Resorts Non-GAAP EPS of $1.60 beats by $1.05, revenue of $4.6B beats by $170.39M

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Assa Abloy GAAP EPS of SEK 3.85, revenue of SEK 38.31B

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Itau Unibanco GAAP EPS of R$4.01, revenue of R$167.78B

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Friday's Economic Calendar

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OpenText targets 1%-2% revenue growth in FY26 while accelerating core content cloud strategy

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QuinStreet targets $1.3B revenue in fiscal 2026 as HomeBuddy acquisition expands home services footprint

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TMX Group declares raises dividend by 9% to C$0.24

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Weis Markets declares $0.34 dividend

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Oak Ridge Financial Services declares $0.14 dividend

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Infinity Bank declares $0.09 dividend

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Impinj outlines Q1 2026 revenue target of $71M–$74M amid custom chip rollout and inventory transition

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

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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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