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Tue Apr 7
Asia markets retreat as Strait of Hormuz crisis escalates; RBA delivers third consecutive hike to 4.35%
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V2X increases 2026 outlook, sees revenue $4.825B-$4.975B and adjusted EPS $5.75-$6.15
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Amrize launches $1B share buyback program
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Australia’s service sector returns to growth in April 2026 to 50.7
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CK Hutchison agrees to $5.8B sale of VodafoneThree interest
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ProPetro prices $600M senior convertible notes
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RBA delivers back-to-back hikes to 4.35% as expected, amid Middle East tensions
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Paymentus outlines 2026 revenue of $1.425B-$1.440B while launching AI-native service commerce platform
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TWFG Insurance expands specialty reach with acquisition of APIA
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OpenAI shelves robotics, hardware spinout plans: WSJ
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ADP prices senior notes due 2036
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Delek Logistics Partners prices $800M senior notes
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Oak Ridge Financial Services raises dividend by 14% to $0.16
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Cargojet declares C$0.385 dividend
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Duolingo outlines 10.5% 2026 bookings growth while targeting 25.7% adjusted EBITDA margin
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Douglas Dynamics beats top-line and bottom-line estimates; raises FY26 outlook
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Nike declares $0.41 dividend
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Turning Point Brands declares $0.08 dividend
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Paycom declares $0.375 dividend
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Meta taps Morgan Stanley, JPMorgan for $13B El Paso AI data center deal: report
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Tuesday’s Economic Calendar
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Adeia reiterates $395M-$435M 2026 revenue outlook amid CEO transition plan targeting Q4 successor
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Advanced Energy forecasts low-to-mid-20% 2026 revenue growth as it targets over 43% gross margin
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Repay outlines 2026 revenue of $340M-$346M and targets ~42% adjusted EBITDA margin as it plans to close KUBRA in Q2 2026
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Apple weighs using Intel and Samsung to build main device chips, Bloomberg reports
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Vertex projects 2026 revenue of $12.95B-$13.1B while targeting $500M-plus from non-CF products
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Backblaze raises 2026 revenue outlook to $161.5M-$163.5M while shifting B2 growth expectations toward ~20% in Q2
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Aviat outlines FY 2026 revenue of $428M-$440M amid $9M project pushouts
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Sonos expects Q3 revenue of $355M-$375M amid ~400 bps memory cost headwind
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Tactile Medical projects $360M-$368M 2026 revenue as Medicare prior authorization process matures
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ThredUp outlines $351.2M-$356.2M 2026 revenue while holding adjusted EBITDA at ~6.1% amid selective consumer
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RB Global expects 2026 GTV growth of 6%-9% while BigIron closing targeted for Q2
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Nuvation Bio expects gross-to-net to stabilize around 30% as IBTROZI shifts to >50% TKI-naive starts
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BioMarin outlines $3.825B-$3.925B 2026 revenue outlook driven by Amicus integration and 20% growth target
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Firefly forecasts $420M-$450M 2026 revenue as NASA lunar cadence accelerates and Golden Dome work ramps
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Gold extends decline as Gulf clashes lift yields and rate expectations
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OSI Systems outlines $235M homeland defense UCA while maintaining fiscal 2026 revenue and EPS guidance
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Ameresco outlines Q2 adjusted EBITDA of $58M-$62M as it targets 100-120 MW in service in 2026
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Oil prices slip as military escorts ease Hormuz supply fears
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Onsemi expects Q2 2026 EPS of $0.65-$0.77 while projecting AI data center revenue to double year-over-year in 2026
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Lattice projects Q2 revenue of $175M-$195M while targeting AMI close in Q3 for $1.65B deal
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Palantir signals $7.650B-$7.662B FY2026 revenue outlook as U.S. demand remains the constraint
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Allison outlines 2026 revenue of $5.575B-$5.925B while targeting $120M annual run rate synergies
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GeneDx expects $475M-$490M 2026 revenue as it targets at least 30% exome/genome volume growth
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Biodesix raises 2026 revenue outlook to $108M-$114M as it targets sustained adjusted EBITDA profitability
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EverQuote outlines Q2 revenue of $185M-$195M while targeting $1B in revenue in 2-3 years
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Matson raises full-year 2026 operating income outlook to modestly exceed 2025, driven by post-lunar new year China demand
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Inspire forecasts $825M-$875M 2026 revenue amid coding and WISeR disruption
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Gaia outlines 20% churn reduction and 20%-25% ARPU increase targets for Q4 2026 as it refocuses on direct members
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Paramount Skydance targets unified streaming platform by mid-2026 as it expects total advertising to return to growth in H2
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