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Seeking Alpha: News

SBA Communications signals $35M in new U.S. leasing revenue for 2026 while expanding Central America footprint

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Pacira outlines $745M–$770M 2026 revenue target as 5x30 strategy drives margin and pipeline progress

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Clover Health expects 46% membership growth and first full year GAAP profitability in 2026 while advancing cohort economics

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Cars.com outlines marketplace integration and expects 2026 dealer revenue growth while advancing AI-powered solutions

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Lantheus outlines $1.4B–$1.45B 2026 revenue forecast as company shifts focus to PET radiodiagnostics

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Nerdy targets $180M–$190M 2026 revenue with AI-native platform and breakeven EBITDA through cost discipline

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U.S.-Iran tensions adding $5-$6 oil risk premium, Goldman analysts say

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NPK International anticipates up to $325M in 2026 revenue as rental platform scales and U.K. acquisition integrates

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Compass Diversified outlines mid-single-digit EBITDA growth target for 2026 as divestiture processes accelerate

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Alta Equipment targets $180M adjusted EBITDA for 2026 as market normalizes

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Walker & Dunlop outlines $3.50–$4.00 EPS guidance for 2026 as company accelerates asset sales and targets market share growth

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Dell outlines $50B AI revenue target for FY '27 as company exits record year

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Carriage Services outlines 2026 revenue target of $440M-$450M backed by M&A and operational optimization

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NWPX signals strong 2026 momentum with robust backlog, margin expansion, and Colorado acquisition

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D-Wave outlines accelerated dual platform strategy and signals higher revenue growth in H2 2026 as bookings surpass historic highs

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Asure outlines $159M-$162M 2026 revenue target as AI and cross-sell momentum drive growth

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Ambarella targets 10%-15% revenue growth in fiscal 2027 as edge AI adoption accelerates

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ICF targets over 10% nonfederal revenue growth in 2026 as commercial energy segment expands

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MP Materials swings to Q4 profit but sales slow after halting rare earth sales to China

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Figure Technology Solutions outlines capital-light growth strategy with 3.5%-4% net take rate outlook while expanding blockchain ecosystem

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Marcus Corporation outlines $50M–$55M capital spending plan for 2026 with focus on free cash flow and strategic investments

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Permian Resources signals 5% production growth and $1.85B CapEx for 2026 while raising dividend

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Service Properties Trust outlines $500M-$520M adjusted EBITDAre guidance for 2026 amid continued asset sales and debt reduction

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Paramount wins the bidding war for Warner Bros. as Netflix walks away

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Kinetik outlines 7% adjusted EBITDA growth target for 2026 as company accelerates cost discipline and capital allocation shift

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Ellington Financial targets further portfolio growth and liability optimization through expanded securitization and strategic acquisitions

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Indivior outlines 30% adjusted EBITDA growth target for 2026 with new $400M share repurchase program

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Onespan outlines 4–5% software and services growth for 2026 while advancing cybersecurity and digital agreements

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Whitestone REIT targets 5%–7% core FFO growth and record occupancy as redevelopment ramps up

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USA TODAY Co. outlines digital revenue to exceed 50% in 2026 while expanding AI licensing partnerships

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Lightbridge outlines expanded irradiation testing and $201.9M cash position while advancing new partnerships

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Krispy Kreme targets 2–4% system-wide sales growth for 2026 as refranchising accelerates

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Privia Health targets 19.5% adjusted EBITDA growth for 2026 while expanding national footprint to 24 states

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Chesapeake Utilities reaffirms $7.75–$8 EPS target for 2028 as it launches $75M ERP transformation and advances Florida rate case

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Here are the major earnings before the open Friday

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Ameren announces pricing of senior notes due 2036

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Sirius XM unit prices upsized $1.25 billion bond offering

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Sempra outlines $65B capital plan and 11% rate base CAGR through 2030, with Texas growth and no equity needs

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Vital Farms outlines $2B revenue goal by 2030 as volume-driven growth continues

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Ligand outlines 23% CAGR royalty growth outlook through 2030 as royalty portfolio accelerates

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Gold still has path to $6,000 after consolidation period, BofA says

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Structure Therapeutics reports Q4 results

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PubMatic jumps after Q4 revenue beat, stronger-than-expected profit

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Collegium targets 31% Jornay revenue growth for 2026 while advancing pain portfolio durability

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Playtika outlines $2.7B–$2.8B 2026 revenue target as SuperPlay and D2C drive strategic mix shift

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Hudson Pacific outlines $0.96–$1.06 FFO guidance and targets $200M–$300M asset sales amid balance sheet transformation

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Marriott Vacations targets $755M–$780M adjusted EBITDA in 2026 as leadership drives operational transformation

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Super Copper announces $2 million brokered private placement

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Sweetgreen sees a sharp drop in traffic in Q4

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OneStream, Inc. Non-GAAP EPS of $0.12, revenue of $163.7M

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