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Seeking Alpha: News

GlobalFoundries outlines Q2 2026 revenue of $1.76B while targeting silicon photonics to exceed $1B run rate by exit 2028

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Scorpio Tankers expects ~3% fleet growth over next 3 years as it authorizes $500M buyback

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NACCO GAAP EPS of $1.17, revenue of $62.78M

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Global Indemnity expects 15% to 20% 2026 premium growth while E&S market “has stopped expanding”

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Super Micro Computer soars as Q3 results, guidance top estimates

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Upstart stock slumps as Q1 loss widens, earnings fall short of expectations

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Match Group GAAP EPS of $0.68 beats by $0.07, revenue of $863.93M beats by $9.18M

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Earnings Snapshot: Super Micro posts mixed Q3; Q4 guidance surpasses estimates

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BigBear.ai GAAP EPS of -$0.12 misses by $0.04, revenue of $34.44M beats by $0.84M

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FDA halts publication of studies on COVID, shingles vaccines

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Douglas Dynamics targets $750M-$795M 2026 net sales as it raises guidance after record Q1

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3 things to look out for on Wednesday

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BJ's Restaurants Non-GAAP EPS of $0.57 misses by $0.03, revenue of $358.1M beats by $1.18M

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Sterling outlines 2026 adjusted EPS of $18.40-$19.05 as backlog visibility approaches $6.5B

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Wall Street ended higher as the U.S.-Iran ceasefire continues to hold

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Gaming and Leisure Properties Q2 dividend preview: 5-year growth streak set to continue

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First Merchants Q2 dividend preview: 14-year growth streak set to continue

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Tidewater maintains 2026 revenue guidance of $1.43B-$1.48B while expecting roughly 5-point Q2 gross margin decline from Epic Fury costs

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Advanced Drainage Systems Q4 dividend preview: 11-year growth streak set to continue

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Innovex expects Q2 2026 revenue of $235M-$245M and adjusted EBITDA of $43M-$48M amid Middle East disruption costs

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Metallus expects $250M aerospace and defense revenue run rate as bloom reheat furnace targets early to mid-Q3 2026 operations

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HealthStream reaffirms 2026 guidance of $323M-$330M revenue while accelerating career networks and AI investments

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Transocean outlines $200m Valaris synergies and targets 1.5x leverage within 24 months of closing

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Surgery Partners outlines 2026 revenue of $3.35B-$3.45B and adjusted EBITDA of at least $530M as portfolio optimization targets mid-2026 announcement

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Oil slips as cease-fire holds, but Hormuz risks keep markets tense

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General Motors Financial Success

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KKR signals 2026 ANI more likely below $7 per share while targeting $100B-plus AUM with Arctos

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BioNTech outlines up to $1B buyback and targets ~€500M annual savings while reaffirming 2026 revenue of €2.0B-€2.3B

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PSEG maintains 2026 operating EPS guidance of $4.28 to $4.40 while outlining $22.5B to $25.5B regulated capex through 2030

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Cummins forecasts 2026 revenue up 8% to 11% and EBITDA margin 17.75% to 18.5% driven by power generation demand

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Brunswick declares $0.44 dividend

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Ken Griffin warns prolonged Hormuz closure will spark global recession

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Angel Oak Mortgage declares $0.32 dividend

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Leonardo DRS declares $0.09 dividend

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Texas Capital sees upside for Melco Resorts & Entertainment

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NJR lifts fiscal 2026 NFEPS guidance to $3.48-$3.62 driven by energy services

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QatarEnergy extends LNG force majeure, deepening supply cuts to Italy’s Edison

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Integra outlines 2026 adjusted EPS of $2.40 to $2.50 while maintaining $1.66B to $1.70B revenue guidance

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IIPR expects nearly $130M financings at just over 8% blended rate ahead of May bond maturity

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Ocugen outlines plan for 3 BLAs by 2028 as it expects cash runway into 2028

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Westlake Chemical Partners outlines growth levers as it reports $0.4714 quarterly distribution and no planned 2026 turnarounds

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Dominion Energy declares $0.6675 dividend

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Ferguson reaffirms FY 2026 outlook, targets 9.4%–9.8% operating margin amid broadly flat markets

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Williams targets $7.3B 2026 growth CapEx while advancing 682 MW Neo power project

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DHC reaffirms 2026 normalized FFO of $0.52 to $0.58 per share as it targets $175M to $185M of SHOP NOI

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InTest forecasts $130M-$135M FY2026 revenue as it raises guidance following Q1 outperformance

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SelectQuote reaffirms fiscal 2026 outlook of $1.61B-$1.71B revenue and $90M-$100M adjusted EBITDA, while targeting SelectRx $40M-$50M run rate

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Haverty outlines 2026 gross margin of 60.5%-61% amid tariff and fuel-cost uncertainty

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Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network

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Bowhead expects around 20% GWP growth as American Family raises $1B premium cap

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