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Seeking Alpha: News

Boyd Gaming outlines $650M–$700M capital plan for 2026 amid continued core customer growth and major property investments

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Ørsted A/S reports FY results; initiates FY26 outlook

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Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters

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Synaptics outlines $290M Q3 revenue guidance as edge AI traction grows and Astra sampling accelerates

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Uber hit with $8.5M verdict in driver sexual assault case

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Natural Grocers targets 6–8 new stores and up to 4% daily comp sales growth amid cautious consumer environment

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BILL outlines 15–16% core revenue growth target for fiscal 2026 while advancing AI-powered automation

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Germany's trade surplus rises in December, exports climb 4%

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MPLX LP prices two-part $1.5B debt offering via issuance of senior notes

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Mitek signals $187M–$197M revenue target for fiscal 2026 as fraud and identity growth accelerates

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Stellantis Q4 shipments estimated at 1.5M units, +9% y/y

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Toyota appoints Kenta Kon as CEO; outgoing Chief Sato named Vice Chairman & CIO

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President Trump unveils TrumpRx website for low-cost prescription drugs

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MGM Resorts outlines path to Las Vegas growth in 2026 while advancing Macau market share

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Quant check on top crypto names as bitcoin touches 16-month low

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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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