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Seeking Alpha: News

Ulta earnings preview: Traders bet market share and holiday demand will dominate the call

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China widens BHP iron ore ban amid contract talks - Reuters

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U.S. stocks sink as war against Iran intensifies, oil prices keep climbing

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Oil prices are likely to stay very high for an extended period, according to expert

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Investors should expect only a temporary hit to inflation from oil market risks – strategist

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XPeng extends gains for a seventh straight session

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BG Staffing Non-GAAP EPS of $0.09, revenue of $22M

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PayPay, SoftBank affiliate price $879.8M IPO below marketed range

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Wesdome Gold Mines Non-GAAP EPS of $0.78, revenue of $287.88M; expects to produce 180,000 to 205,000 ounces in FY26

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KLX Energy Services Non-GAAP EPS of -$0.76 beats by $0.38, revenue of $156.8M beats by $7M

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Stoneridge misses top-line estimates; introduces FY26 and FY27 outlook

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NOG prices $200M equity offering at $27.75 per share

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Pharming beats top-line estimates; introduces FY26 outlook

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Anthropic reportedly in talks with Blackstone, other PE firms to form AI consulting venture

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FCC chair slams Amazon over slow satellite launches after it opposed SpaceX’s data center plan

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GlobalFoundries prices secondary offering at $42 per share, plans $300M buyback

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Atlassian to cut 10% of workforce to invest in AI and enterprise sales

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Middle East conflicts could trigger EU inflation above 3% - report

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Asian stocks retreat as oil surges back near $100 per barrel amid fresh Middle East tanker attacks

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Microsoft to send next-gen Xbox prototypes to game developers in 2027

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LG CNS, Palantir forge strategic partnership to speed AI transformation

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GlobalFoundries prices 20M secondary offering at $42; launches concurrent $300M stock repurchase

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U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs

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Palo Alto Networks boosts share buyback with new $1B authorization

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Ibotta expands share buyback program to $400M with new $100M authorization

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Google’s GFiber to merge with Astound Broadband, form independent provider

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Goldman Sachs hikes oil outlook as Brent hits $100; analysts brace for 'persistent' Hormuz shutdown

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Tilly’s signals store expansion and targets 16%–22% comp sales growth in Q1 2026 as turnaround momentum accelerates

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Algoma Steel Group GAAP EPS of -C$3.36, revenue of C$455M

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Firefly Aerospace soars back to orbit with 'Stairway to Seven' launch

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UiPath targets $2B ARR milestone in FY27 as AI adoption accelerates, updates long-term margin goal

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Cursor is said to target $50B valuation in new funding round as AI revenue skyrockets

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Thursday’s Economic Calendar

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Biote projects 2026 revenue above $190M as company expands sales force and invests in tech platform

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CuriosityStream outlines licensing revenue to surpass subscriptions in 2026 while advancing AI content partnerships

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Netskope outlines $870M–$876M fiscal 2027 revenue target as AI-native platform drives product expansion

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Viant projects accelerating 2026 growth with new AI product and major client ramp-up

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Fossil outlines $945M–$965M 2026 sales target as turnaround accelerates

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CF Industries, Mosaic top S&P leaderboard as Iran war sends fertilizer prices soaring

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Elutia outlines launch timeline for NXT-41x in $1.5B breast reconstruction market while strengthening leadership team

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Digimarc outlines major 2026 ARR growth and Secure Gift Card ramp amid key tech partnerships

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Codexis outlines $72M–$76M 2026 revenue target as ECO Synthesis gains momentum and CDMO partnerships expand

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U.S. crude oil powers past $93 on reports of two new Persian Gulf tanker attacks

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Exodus signals payment diversification strategy as B2B swap volume hits $416M in Q4

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Frequency Electronics signals push toward $100M+ backlog with record Q3 awards and expanding defense contracts

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Stitch Fix outlines $1.33B–$1.35B full-year revenue target amid sustained market share gains and robust client engagement

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Sprinklr outlines $869M–$871M revenue target for FY '27 as AI platform momentum builds

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Petco outlines ‘Reach for the Sky’ strategy, targets up to 1.5% sales growth in 2026 while expanding own brands and fresh food

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Guardian Pharmacy Services raises 2026 adjusted EBITDA guidance to $120M–$124M amid IRA transition and strong cash flow

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Bumble targets Q2 2026 for tech stack relaunch and projects margin expansion amid product innovation

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