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Seeking Alpha: News

Cable One targets Q1 2026 mobile launch and $480M MBI acquisition while advancing multi-gig upgrades

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PACS Group outlines 8% revenue growth target for 2026 as integration drives record year

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Seer outlines $16M–$18M 2026 revenue target as product innovation accelerates and new buyback approved

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Autodesk outlines $8.1B–$8.17B FY27 revenue target amid go-to-market restructuring and AI expansion

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AvePoint targets 27% ARR growth for 2026 as AI-driven demand accelerates

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Coreweave targets $12b–$13b 2026 revenue with accelerated $30b–$35b capex amid surging ai demand

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Definium Therapeutics targets three pivotal Phase III readouts in 2026 as enrollment advances and cash runway extends into 2028

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NetApp outlines 8% Q4 revenue growth target as AI and cloud momentum accelerates

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Xponential Fitness outlines $260M–$270M revenue target for 2026 amid strategic cost cuts and focus on Club Pilates expansion

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BioLife Solutions outlines 17–20% revenue growth target for 2026 while expanding commercial customer mix

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Intellia outlines 2026 lonvo-z launch plans as FDA lifts clinical hold on MAGNITUDE-2

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Teknova outlines 20%-25% long-term revenue growth target while investing $2M annually in commercial capabilities

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Block raises 2026 gross profit growth guidance to 18% with $12.2B target following workforce reduction

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National CineMedia outlines 2026 revenue growth strategy with premium inventory and local expansion

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Natera outlines $2.62B-$2.7B 2026 revenue target amid record MRD growth and margin expansion

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Puma anticipates $194M–$198M NERLYNX revenue for 2026 while advancing alisertib clinical programs

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Aeva targets $30M–$36M revenue for 2026 as new OEM wins and physical AI partnerships drive growth

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Duolingo targets 20% DAU growth and 100M users by 2028 as profitability shifts to reaccelerate expansion

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Sunrun outlines high single- to low double-digit direct business growth for 2026 as it pivots to margin-focused strategy

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OrthoPediatrics reiterates $262M–$266M 2026 revenue target as product innovation super cycle accelerates

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Amphastar outlines mid- to high-single-digit revenue growth for 2026 while launching new respiratory product

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Biodesix outlines $106M–$112M 2026 revenue target as sales expansion drives 41% Q4 growth

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H2O America outlines 31% CapEx budget increase and raises long-term EPS growth target to 6-8% amid transformative Quadvest acquisition

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Sweetgreen outlines 2026 guidance with same-store sales decline of 4% to 2% amid menu innovation and operational transformation

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Innodata anticipates 35%+ revenue growth in 2026 while advancing data innovation for AI

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Rocket Companies signals $2.6B–$2.8B Q1 revenue guidance as AI-driven integration and Compass alliance accelerate growth

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Sprout Social outlines path to 30% Rule of 40 target by Q4 2027 amid AI expansion and enterprise focus

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Clipper Realty outlines ongoing residential rent growth with 13% increase in new leases as portfolio optimization continues

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Castle Biosciences outlines 2026 revenue target of $340M-$350M as AdvanceAD-Tx launch supports growth strategy

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Airgain outlines $10.5M–$12.5M Q1 2026 sales guidance and signals strategic platform ramp

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Evertec outlines 2026 revenue growth of up to 11.2% and expands LATAM business to over 40% of total revenue

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NLIGHT outlines $70M–$76M Q1 revenue target as it exits cutting and welding to focus on A&D growth

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Oportun outlines 16% adjusted EPS growth target for 2026 while advancing risk-based pricing initiative

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

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

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

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

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

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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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