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Seeking Alpha: News

Axcelis anticipates flat 2026 revenue as memory growth offsets declines in power and mature markets

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Cadence signals $5.9B–$6B 2026 revenue target as AI-driven design solutions boost backlog

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AeroVironment takes flight as J.P. Morgan starts at Buy, saying recent selloff offers opportunity

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Halozyme outlines $1.71B–$1.81B 2026 revenue target as new subcutaneous technologies expand pipeline

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Quantum signals $68M Q4 revenue target amid supply chain volatility and surging tape demand

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DTE Energy ordered by court to pay $100M for Clean Air Act violation

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Caesars signals 20% digital top-line growth and $85M digital EBITDA record as group business offsets leisure softness

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Crude oil drifts lower as U.S.-Iran talks said to make progress

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Cineverse outlines $115M-$120M revenue target for 2027 through transformative acquisitions and AI-driven platform integration

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AtriCure targets 12%-14% revenue growth in 2026 as innovation and clinical progress drive momentum

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RB Global outlines 5–8% GTV growth target for 2026 with focus on market share gains and AI-driven initiatives

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Seanergy surges to nearly four-year high after Q4 earnings beat; adds two newbuilds

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TechPrecision outlines $46M funded backlog delivery over 1-3 years amid defense sector focus

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Rogers targets 5% sales growth and 530 bps EBITDA margin expansion in Q1 2026 while accelerating design wins

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Medifast outlines $270M–$300M 2026 revenue target as CEO transition and metabolic health focus drive execution

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Ovintiv to sell Anadarko oil and gas assets in $3B deal

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Here are the major earnings before the open Wednesday

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Whale Rock exits Hinge Health, adds Macom, pares Celestica, among Q4 trades

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Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves

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Camden Property Trust prices $600 million 4.9% senior unsecured notes

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Gold, silver slide on U.S.-Iran progress; BofA fund manager survey sees $6,200 peak for gold

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3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades

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Starboard Value initiates new positions in CWAN, FLR, exits Alight among Q4 moves

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Paulson & Co. takes new position in Solstice Advanced Materials, exits Trilogy Metals in Q4 moves

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Texas Pacific Land Q4 Earnings Preview

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Edison Q4 2025 Earnings Preview

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Oceaneering Q4 2025 Earnings Preview

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West Pharmaceutical announces up to $1B share repurchase program

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Toll Brothers Q1 earnings beat even as per-home price disappoints

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Portsmouth Square, Inc. GAAP EPS of $3.12

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Donnelley Financial expects 80% of 2026 revenue to be recurring amid software growth and AI investments

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Star Holdings GAAP EPS of -$1.51

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NCR Voyix increases stock buyback authorization to $300M

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CT Real Estate Investment Trust GAAP adj FFO of C$0.32, revenue of C$152.9M

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Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4

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Kenvue Non-GAAP EPS of $0.27 beats by $0.05, revenue of $3.78B beats by $90M

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iA Financial Non-GAAP EPS of $3.10

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TPG RE Finance Trust Non-GAAP EPS of $0.24 misses by $0.02

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Beneficient Non-GAAP EPS of $0.04, revenue of $18.67M

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PSQ Holdings notified by NYSE for non-compliance with continued listing standards

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RioCan Real Estate Investment Trust reports Q4 results

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Innospec Non-GAAP EPS of $1.50 beats by $0.26, revenue of $455.6M misses by $5.27M

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Hamilton Beach Brands declares $0.12 dividend

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Berkshire Hathaway adds NY Times, boosts Chevron, pares BofA, Apple stakes among Q4 trades

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Earnings Snapshot: Expand Energy beats Q4 results

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SGH and Steel Dynamics submit A$15B final offer for BlueScope Steel

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Portland General Electric outlines $1.9B Washington acquisition and reaffirms long-term EPS growth outlook

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Rush Enterprises GAAP EPS of $0.81, revenue of $1.8B beats by $70M

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Elite Pharmaceuticals GAAP EPS of $0.01, revenue of $31.6M

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Chemours declares $0.0875 dividend

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