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Seeking Alpha: News

Astera Labs targets $25B AI connectivity TAM as Scorpio and Taurus drive growth with new hyperscaler wins

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Insperity outlines 2026 adjusted EBITDA target of $170M–$230M as HRScale rollout advances

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Rapid7 outlines $835M–$843M 2026 revenue guidance as AI-driven security investments continue

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Cloudflare outlines $2.795B 2026 revenue target as AI-driven demand accelerates enterprise wins

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Upexi targets yield growth and capital market innovation amid Solana-driven volatility

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Robinhood outlines path to $1T in platform assets as product velocity accelerates and international expansion gains momentum

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Gilead outlines 6% HIV sales growth and $800M Yeztugo target for 2026 as launches accelerate

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Hinge Health outlines 25% revenue growth target for 2026 while expanding AI-driven care

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Exelixis outlines growth strategy as CABOMETYX franchise hits $2.12B, eyes 2026 zanzalintinib launch

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Mattel outlines 3%–6% net sales growth for 2026 as it acquires Mattel163 and invests $150M in digital and strategic initiatives

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Lyft outlines $25B gross bookings target for 2027 with margin expansion and global growth focus

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Ford expects $8B–$10B adjusted EBIT for 2026 as cost reductions and product mix drive outlook

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Edwards Lifesciences outlines 8%–10% sales growth and $2.90–$3.05 EPS guidance for 2026 while advancing SAPIEN and TMTT platforms

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Zillow expects 30% rentals revenue growth in 2026 while expanding nationwide rollout of Zillow Pro

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Electromed signals continued double-digit revenue growth with 13th straight quarterly gains, highlighting expansion in bronchiectasis market

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Genasys expects to achieve 50% gross margin and full-year profitability in 2026 while expanding software and hardware pipelines

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Trump administration weighs seizing tankers carrying Iranian oil to pressure regime - WSJ

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MasterBrand signals $30M 2026 cost reductions as tariff and demand headwinds persist

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Lattice projects over 37% Q1 revenue growth while ramping FPGA attach rates and expanding design wins

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Teradata targets 2-4% ARR growth and $310M-$330M free cash flow in 2026 as AI-driven hybrid model gains traction

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Upstart projects 35% CAGR through 2028 as new CEO and product expansion drive outlook

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Ecolab outlines 12%–15% EPS growth for 2026 as growth engines accelerate and Ovivo boosts portfolio

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Pennsylvania county commission denies rezoning request for Talen's data center development

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U.S. crude stockpiles rose 13.4M barrels last week, API says

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Palantir extends multi-year data platform contract with Airbus

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Allied Properties Real Estate Investment Trust reports Q4 2025 results

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Here are the major earnings before the open Wednesday

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Kilroy Realty outlines $3.25–$3.45 FFO guidance for 2026 as leasing momentum and portfolio reshaping accelerate

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Merck's Keytruda gains additional indications for ovarian, fallopian tube carcinoma

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PulteGroup prices $800 million senior notes offering

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ARC Resources announces offering of senior unsecured notes

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Essential Properties Q4 2025 Earnings Preview

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Darling Ingredients Q4 2025 Earnings Preview

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Leggett & Platt Q4 2025 Earnings Preview

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Comstock Resources, Inc. Q4 2025 Earnings Preview

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Q2 Holdings Q4 2025 Earnings Preview

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AIG Q4 earnings beat, but general insurance net premiums written disappoint

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Estée Lauder sues Walmart for selling counterfeits

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W. P. Carey in charts: Lease revenue rises nearly 11% Y/Y

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Canaan signals $60M–$70M Q1 2026 revenue target amid strategic shift to power infrastructure and disciplined expansion

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SSC Security Services declares $0.03 dividend

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Northrop Grumman declares $2.31 dividend

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Computer Modelling declares $0.01 dividend

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First Quantum Minerals Non-GAAP EPS of $0.01 misses by $0.08, revenue of $1.47B beats by $100M

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Gilead in charts: Revenue from liver disease product sees highest Y/Y rise of 17%

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Hexagon Purus ASA GAAP EPS of -NOK1.16, revenue of NOK468M

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Welltower beats revenue in Q4; shares rise more than 1%

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Dunelm Group plc reports Q4 results

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Vornado signals 11.6% projected cash yield at PENN 2 while advancing Manhattan leasing momentum

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Consensus Cloud Solutions targets 9% corporate growth and $357M revenue midpoint for 2026 while expanding AI product suite

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