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Seeking Alpha: News

Friday’s Economic Calendar

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SoundHound expects $225M–$260M revenue in 2026 as Agentic AI adoption accelerates across industries

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Organogenesis projects 25%-38% revenue decline in 2026 amid CMS-driven market disruption

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Emergent BioSolutions outlines $720M–$760M 2026 revenue target as transformation plan advances

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Expensify outlines $6M–$9M free cash flow guidance for 2026 amid expanded AI investment and sales push

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Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it

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Allison Transmission raises dividend by 7% to $0.29

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Unity Bancorp raises dividend by 7% to $0.16

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Quanex Building Products declares $0.08 dividend

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Cohen & Steers raises dividend by 8% to $0.67

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ESAB declares $0.10 dividend

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MARA outlines 1GW near-term IT capacity target with Starwood JV while expanding AI and digital infrastructure strategy

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PRA Group outlines $1B–$1.3B annual investment plan while advancing AI and cost management initiatives

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Flutter outlines $7.8B US revenue and $1.05B EBITDA targets for 2026 amid prediction market expansion

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Strategic Education outlines $70M additional AI-driven expense savings through 2027 while expanding employer-focused enrollment

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Warby Parker outlines launch of AI glasses and targets 10%–12% revenue growth in 2026 while expanding omnichannel footprint

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PureCycle outlines 2026 commercial ramp with 170+ project pipeline and expanded compounding capabilities

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Syndax signals expanding Revuforj market share and targets $10B addressable opportunity while ramping Niktimvo

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Crinetics outlines $600M–$650M 2026 operating expense plan as PALSONIFY launch accelerates

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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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