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Seeking Alpha: News

Allegiant forecasts Q2 operating margin of 1% amid $4.35/gal fuel and plans 6.5% ASM cut

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Axos projects low- to mid-teens loan growth as $2.3B Jenius and $3.2B Capital One deposit deals advance

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Sandisk forecasts Q4 revenue of $7,750M-$8,250M while authorizing a $6B share buyback

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Syndax outlines 2026 operating expense target of approximately $400M as Revuforj expands in NPM1

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NorthWestern Energy affirms 2026 EPS guidance of $3.68 to $3.83 as it targets merger closing in 2H 2026

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Roku signals Q2 Platform growth of 20% as full-year Platform outlook rises to nearly 21%

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LendingTree signals 26% 3-year adjusted EBITDA CAGR at midpoint of updated 2026 outlook, led by insurance strength

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Offerpad targets 300 to 350 Q2 transactions as it builds toward ~1,000 per quarter in 2026

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Onespan outlines $194M-$198M ARR outlook while integrating Build38

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Martin Marietta reaffirms 2026 adjusted EBITDA guidance of $2.43B midpoint as Quikrete integration runs ahead of plan

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Clorox outlines $20M-$25M Q4 oil headwind while integrating $800M GOJO business

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Ardelyx reiterates 2026 guidance as IBSRELA targets $1B in 2029 while advancing ACCEL CIC Phase III enrollment by year-end

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DexCom reiterates $5.16B-$5.25B 2026 revenue outlook while raising operating margin to 23%-23.5%

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First Solar outlines Q2 2026 adjusted EBITDA of $400M-$500M while replicating CuRe through H1 2028

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Atlassian expects mid- to high single-digit cloud growth contribution from data center migrations as Rovo usage grows 20%+ month-over-month

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Warrior Met Coal sees cash costs rising by a few dollars per ton in 2026 amid inflationary pressures

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Illumina forecasts $4.52B-$4.62B 2026 revenue and $5.15-$5.30 EPS while scaling NovaSeq X supply

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Cable One expects multi-gig capability in most markets by year-end as it targets $2-$5 back-book price reset

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FinWise targets $8M-$10M monthly credit enhanced growth while guiding $4M-$5M quarterly net charge-offs for noncredit enhanced loans

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Weave forecasts $275M-$278M 2026 revenue while expanding omnichannel AI Receptionist availability in Q2

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Arthur J. Gallagher forecasts 6% full-year 2026 organic growth as AssuredPartners synergy target rises to $300M by early 2028

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Tetra Tech forecasts FY 2026 adjusted EPS of $1.50-$1.58 as backlog reaches $4.28B

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First Internet Bancorp signals 10-15 bps quarterly net interest margin expansion through 2026 while working through elevated credit costs

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Roblox forecasts 2026 revenue growth of 20%-25% as safety changes drive bookings growth guidance to 8%-12%

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Sinclair reaffirms 2026 guidance while targeting about $12M in annual cash interest savings from $165M term-loan retirement

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Schneider outlines 2026 EPS of $0.70 to $1 as it targets $400M to $450M of net CapEx

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ResMed expects FY 2026 gross margin of 62%-63% as it plans $175M+ Q4 buybacks and targets June 1 close for $340M Noctrix deal

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FCPT signals $200M term loan deployment through Q3 as it targets 5.4x run-rate leverage

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Mastercard expects Q2 net revenue growth at low end of low double-digits as conflict headwind peaks

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UFP Industries targets $100M Deckorators growth in 2026 while doubling wood/plastic composite capacity by 2027

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Western Digital anticipates Q4 revenue $3.65B ± $100M with EPS $3.25 ± $0.15 as gross margin is guided to 51%–52%

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Oil finishes lower after prices pushed to four-year high on war escalation worries

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Blue Owl targets 58.5% 2026 FRE margin while expecting to hit $7.5B net lease fund hard cap by year-end

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FMC targets ~$1B 2026 debt paydown while keeping 2026 sales guidance at $3.6B-$3.8B

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National MI signals 2026 volume may track 2025 as rates shift after a $12.3B NIW quarter

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Sonic outlines $10M-$20M brand marketing increase while board approves $500M buyback authorization

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Garrett raises 2026 outlook midpoint to $3.75B net sales and $415M adjusted free cash flow as it cites strong first-half demand

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Caterpillar signals low double-digit 2026 sales growth while outlining $2.2B-$2.4B tariff cost range and nearly 3x large engine capacity by 2030

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Broadstone net lease maintains 2026 AFFO per share guidance of $1.53-$1.57 while advancing $382M build-to-suit pipeline

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GoDaddy outlines $5.195B-$5.275B FY2026 revenue outlook while targeting ~33% Q2 normalized EBITDA margin

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Vistance Networks outlines $350M-$400M 2026 adjusted EBITDA guidepost while planning $1.846B ruckus sale closing in 2H 2026

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Valero to run refineries up to 95% of capacity in Q2; ends fuel production at Benicia

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Ferrovial SE unit secures $1.08B US flood control project in Puerto Rico

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Titan outlines Q2 2026 adjusted EBITDA of $25M-$30M amid Iran conflict cost headwind

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Stellantis confirms 2026 guidance as it targets sequential North America margin improvement quarter-by-quarter

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General Dynamics' subsidiary wins $716M deal for U.S. Army vehicle support

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J&J ends development for several CAR-T large B-cell lymphoma programs

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TriNet reiterates 2026 revenue $4.75B-$4.9B while tracking to top half of EPS guidance

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Perimeter Solutions wins $500M fixed-price US defense logistics contract

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Acres outlines July internalization timeline while targeting about 4 turns leverage comfort

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