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Seeking Alpha: News

Clearwater Paper outlines $1.4B-$1.5B revenue outlook while projecting Q2 adjusted EBITDA of breakeven to (-$10M)

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Starbucks raises FY2026 guidance to 5%+ global comps and $2.25-$2.45 EPS as China deal closes

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Booking projects Q2 room night growth of 2%-4% amid Middle East conflict and targeted cost actions

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Seagate signals minimum 20% annual revenue growth target, guides $3.45B revenue and $5 EPS for June quarter

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Magnachip expects Q2 2026 gross margin of 17% to 19% while planning 55 new generation products in 2026

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Robinhood outlines $2.7b-$2.825b 2026 adjusted OpEx outlook while targeting Q2 Rothera launch

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FICO signals FY2026 revenue of $2.45B as it shifts FICO Score 10T pricing to $0.99 plus $65 funding fee

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T-Mobile signals $18.1B-$18.7B 2026 adjusted free cash flow as it raises postpaid net account adds outlook to 950K-1.05M

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Visa outlines full-year net revenue growth of low double-digit to low teens amid $33B total buyback capacity

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EON outlines Virtus-backed 92-well program with first 3 horizontals expected to start drilling in June

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Varonis signals $814M-$845M 2026 total SaaS ARR, raising outlook after Q1 start

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Brixmor forecasts 2026 FFO of $2.34-$2.37 as same-property NOI growth guidance rises to 4.75%-5.5%

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F5 signals FY 2026 revenue growth of 7%-8% while outlining $16.25-$16.55 non-GAAP EPS outlook

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Porch targets $103M-$109M 2026 adjusted EBITDA as it raises revenue outlook to $495M-$507M

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Alexandria reaffirms $6.40 2026 FFO midpoint while targeting $2.9B of dispositions amid 87% year-end occupancy outlook

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Edison reaffirms 2026 core EPS $5.90-$6.20 while targeting $38B-$41B capital plan through 2030

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Costar raises 2026 adjusted EBITDA outlook to $780M-$820M while targeting residential segment profitability in Q2 2026

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Rogers forecasts Q2 adjusted EPS of $0.90 to $1.10 with adjusted EBITDA margin at 17.7% midpoint

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Omnicom outlines $900M 2026 synergies and plans to finish $5B buyback by April 2027

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Sun Communities forecasts 2026 core FFO per share of $6.87 to $7.07 as North America same-property NOI target moves to ~4.7%

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Shell warns global crude supply disruption could drag into 2027

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NXP forecasts Q2 revenue of $3.45B as it expects 2026 data center revenue to be north of $500M

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Cleveland-Cliffs reaches $12M DoJ settlement to address contamination at Middletown Works

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Mondelez reaffirms 2026 EPS outlook as $350m+ inventory headwind hits Q1 and middle east costs rise

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Crude oil jumps as U.A.E.'s OPEC exit outweighed by Strait of Hormuz shutdown

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Kilroy raises 2026 FFO guidance to $3.49-$3.63 as it plans 1900 Broadway with low-to-mid-9% stabilized yields

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JetBlue suspends full-year guidance amid fuel spike, targets 100% fuel recapture by early 2027

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Ultra clean projects Q2 revenue of $565M-$605M while expecting gross margin to improve through the year

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Stride narrows FY 2026 outlook to $2.490B-$2.520B revenue and $490M-$500M adjusted operating income

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COPT Defense raises 2026 FFO per share midpoint to $2.76 while committing $290M to new investments

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CECO targets $940M-$1B 2026 sales as it expects early June Thermon close

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U.S. wheat surges to highest since 2024 as dry weather, fertilizer costs weigh on supply

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Northrop Grumman's unit wins $488M F-16 radar support deal for Air Force

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Huntington Ingalls wins $282.9M contract for Navy frigate support work

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U.S. crude stockpiles fell 1.8M barrels last week, API says

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RTX secures $206.2M Navy contract for GPS landing system upgrade

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Silicon Motion Technology Non-GAAP EPS of $1.58 beats by $0.28, revenue of $342.1M beats by $42.52M

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Camden National anticipates 2 to 5 bps of core net interest margin expansion in Q2 2026

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Lightbridge outlines 1-year Phase 1 Stern Labs testing while expanding patent coverage across 39 European states

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Here are the major earnings before the open Wednesday

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Polaris expects Q2 sales growth of 5% to 7% and adjusted EPS of $0.70 to $0.80 while targeting China sourcing below 5% by end of 2027

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Ventas expects $3.86 FFO per share in 2026 as it raises investment plan to $3B

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GridAI Technologies misses 10-K filing deadline; Nasdaq issues warning

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Disney reconsiders ESPN spin-off—Business Insider

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Hammond Manufacturing Company GAAP EPS of C$0.47, revenue of C$75.23M

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CVR Energy Q1 2026 Earnings Preview

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Broadstone Net Lease Q1 2026 Earnings Preview

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SBA Communications Q1 2026 Earnings Preview

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McGrath RentCorp Q1 2026 Earnings Preview

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MGIC Investment Q1 2026 Earnings Preview

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