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Seeking Alpha: News

Seer GAAP EPS of -$0.29 beats by $0.03, revenue of $4.2M misses by $0.4M

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National Health Investors FFO of $1.22 in-line, revenue of $105.8M beats by $10.68M

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Morgan Stanley Direct Lending Fund NII of $0.49, total investment income of $96.6M

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Talen Energy EPS of -$4.79, revenue of $2.58B beats by $90M

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CACI International prices $500M senior notes offering to fund ARKA acquisition

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Organogenesis Holdings GAAP EPS of $0.24 beats by $0.03, revenue of $225.1M beats by $52.42M

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PubMatic Non-GAAP EPS of $0.29 beats by $0.14, revenue of $80.05M beats by $4.82M

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Monster Beverage sees double-digit sales growth as core energy drink demand remains strong

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Coterra Energy Non-GAAP EPS of $0.39 misses by $0.08, revenue of $1.95B beats by $60M

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BioLife Solutions GAAP EPS of $0.04 beats by $0.06, revenue of $24.76M beats by $0.75M

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NetApp Non-GAAP EPS of $2.12 beats by $0.06, revenue of $1.71B beats by $10M

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Zscaler Non-GAAP EPS of $1.01 beats by $0.11, revenue of $815.8M beats by $16.88M

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Progyny Non-GAAP EPS of $0.48 beats by $0.08, revenue of $318.4M beats by $4.14M

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SoundHound AI Non-GAAP EPS of -$0.02 in-line, revenue of $55.06M beats by $1.08M

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Howard Marks revisits AI bubble question in new memo

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Ormat expects 14.6% revenue growth in 2026 while expanding PPA portfolio and EGS initiatives

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Rackspace outlines 6% private cloud revenue growth target for 2026 as AI demand accelerates

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ACM Research reiterates 25% revenue growth outlook for 2026 while advancing global expansion

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Sable Offshore slides as court denies bid to lift injunction blocking pipeline restart

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US Physical Therapy outlines $102M–$106M EBITDA target for 2026 as hospital alliances gain momentum

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Perimeter Solutions outlines MMT integration and signals improved earnings power with $652.9M revenue in 2025

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Excelerate Energy targets $515M–$545M adjusted EBITDA in 2026 while advancing Iraq and Jamaica platforms

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Qt Group Oyj GAAP EPS of $0.73, revenue of EUR 77.1M misses by EUR 11.22M

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Starwood Property Trust to buy back up to $400M in shares

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Flowco signals $82M–$86M Q1 adjusted EBITDA target as Valiant integration broadens artificial lift suite

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Catalyst forecasts 21–26% FIRDAPSE revenue growth in 2026 while expanding AGAMREE market penetration

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UMH Properties outlines $0.97–$1.05 normalized FFO per share guidance for 2026 while expanding rental program and acquisitions

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Aurinia targets $305M–$315M LUPKYNIS sales for 2026 while advancing aritinercept clinical development

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Wendel reports FY results

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Hellenic Telecommunications reports Q4 results

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Drax Group plc reports FY results

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Novavax outlines $230M–$270M 2026 revenue target with new Pfizer partnership and cost reduction strategy

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NCR Voyix outlines $2.21B–$2.325B revenue outlook for 2026 as platform scaling accelerates

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Millrose projects $2B invested capital rise outside Lennar in 2026 as platform diversification advances

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Global Net Lease outlines $0.80–$0.84 AFFO per share guidance for 2026 while advancing portfolio transformation

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Rhythm anticipates $385M–$415M in 2026 non-GAAP operating expenses as HO launch preparations accelerate

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Ingevity outlines $4.08–$5.20 adjusted EPS guidance for 2026 while strengthening cash flow and share buybacks

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Tecnoglass outlines $1.06B–$1.13B 2026 revenue target while expanding vinyl and geographic footprint

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FTAI Aviation targets $1.625B 2026 EBITDA and launches FTAI Power amid demand surge

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Vistra outlines $16 adjusted free cash flow per share target by 2027 while expanding long-term nuclear PPAs and generation footprint

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LSB Industries outlines $75M 2026 capex and targets $50M EBITDA uplift through operational initiatives

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Ibp outlines plans to acquire at least $100M in revenue in 2026 while commercial backlog supports outlook

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Sturm, Ruger gains after rival gunmaker Beretta starts proxy fight

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Galaxy Entertainment Group reports Q4 results

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Turnium Technology Group reports Q1 results

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Diamond Estates Wines & Spirits reports Q3 results

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Array Technologies plunges by a third after weak earnings guidance; Deutsche Bank downgrades

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Bookstore chains Barnes & Noble and Waterstones are one step closer to an IPO

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Bayer says Xofigo/Xtandi combo shows overall survival benefit in prostate cancer

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Barclays, Santander, Wells Fargo in Street lenders exposed to failed UK-based MFS - report

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