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Intuit reaffirms 12–13% revenue growth guidance for 2026 while expanding AI-driven platforms and mid-market reach

Talen signals $1.75B–$2.05B 2026 EBITDA guidance reaffirmation as data center demand accelerates

Progyny outlines 2026 revenue guidance of $1.355B–$1.405B as company launches new Select product for small employers

MP Materials targets 6,000 metric ton NdPr oxide annual run rate in 2026 while accelerating 10X build-out

Coupang outlines 2026 EBITDA margin disruption and targets 5–10% Q1 revenue growth amid data breach recovery

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Here are the major earnings before the open Friday

Ameren announces pricing of senior notes due 2036

Sirius XM unit prices upsized $1.25 billion bond offering

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

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

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

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

Structure Therapeutics reports Q4 results

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

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

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