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Seeking Alpha: News

Phathom outlines $320M–$345M 2026 revenue guidance as company targets operating profitability

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Definitive Healthcare GAAP EPS of -$0.09 misses by $0.03, revenue of $61.5M beats by $1.93M

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Arhaus outlines $1.43B–$1.47B 2026 revenue target while advancing showroom expansion and navigating tariffs

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Daqo New Energy outlines 2026 polysilicon production target of 140,000–170,000 metric tons amid industry consolidation

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MannKind outlines $450M 2026 revenue run rate and key product catalysts amid Afrezza pediatric launch preparations

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PureCycle Technologies reports Q4 results

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ICF International Non-GAAP EPS of $1.47 misses by $0.02, revenue of $444M beats by $3.1M

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Coupang's 2025 cyberattack dents Q4 profits

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EVERTEC Non-GAAP EPS of $0.93 beats by $0.03, revenue of $244.83M beats by $8M

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Kratos Defense & Security Solutions plans $1B common stock offering

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Personalis GAAP EPS of -$0.26 beats by $0.03, revenue of $17.35M beats by $0.23M

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DiamondRock Hospitality FFO of $0.27 beats by $0.04, revenue of $274.53M beats by $1.15M

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TTEC Holdings Non-GAAP EPS of $0.47 beats by $0.11, revenue of $570M beats by $55.47M

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Accelerant expects Q4 revenue to be $248 million

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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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