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Seeking Alpha: News

Global Industrial anticipates $3M-$4M 2026 capex as Q2 revenue growth continues at mid- to high single digits

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Lumen outlines $1.9B to $2.1B 2026 free cash flow outlook as it plans $475M Alkira acquisition

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Mercury Systems outlines FY 2026 revenue growth approaching mid-single digits while targeting low- to mid-20% adjusted EBITDA margins longer term

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Solid Power outlines commissioning of SP2.5 by year-end as it targets 500 metric ton electrolyte production partnership in Korea

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Farmer Mac expects to utilize $30M of remaining tax credit carryback capacity in Q2 as it rolls callable debt savings into spread

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PennyMac signals low to mid-teens ROE in 2H 2026 as it targets $55 per-loan servicing cost in 24 to 36 months

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Wolfspeed targets $140M-$160M Q4 revenue while cutting annual interest expense by about $62M

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Rapid7 projects $112M-$118M in FY2026 non-GAAP operating income as it guides Q2 ARR to about $820M

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PennyMac Mortgage Investment Trust expects ~30 securitizations in 2026 with low-to-mid-teens ROEs while maintaining $0.40 dividend

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Hackett outlines Q2 2026 revenue of $68.5M-$70M and adjusted EPS of $0.33-$0.35 as AI platform-enabled delivery expands

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Entravision outlines focus on 2026 political spending while ATS revenue rises 74% sequentially

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Match Group expects Q2 revenue of $850M-$860M while outlining $15M cost savings and a $100M Sniffies stake

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Logitech expects Q1 FY27 net sales growth of 2% to 4% amid increased AI and B2B investments

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InnovAge projects $950M-$975M revenue and $85M-$90M adjusted EBITDA for fiscal 2026 amid early 2027 rate pressure signals

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DaVita outlines 2026 adjusted EPS of $14.10 to $15.20 as it raises adjusted operating income outlook to $2.15B to $2.25B

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AMD forecasts Q2 revenue of $11.2B and points to server CPU TAM of over $120B by 2030

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TransMedics reiterates 2026 revenue guidance of $727M-$757M while targeting CHOPS IDE implementation in early Q3 2026

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DHI projects $124M-$128M 2026 revenue as ClearanceJobs adds PSG and targets 25% adjusted EBITDA margin

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Coupang anticipates Q2 constant currency revenue growth of 9% to 10% as data incident impacts fade

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Key Tronic anticipates $1.2M per quarter savings following China shutdown, while targeting return to profitability in Q4 FY2026

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Atomera signals $50,000 to $100,000 Q2 revenue range while advancing gate-all-around demos with 2 customers

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Super Micro targets $11B-$12.5B Q4 sales and $38.9B-$40.4B FY 2026 net sales amid export-control investigation

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Lucid targets late 2026 robotaxi launch while expanding Uber commitment to at least 35,000 vehicles

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Accel anticipates first Chicago locations could go live in late 2026 or Q1 2027 as it highlights record $352M Q1 revenue

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Talen outlines approximately $41 free cash flow per share in 2028 as Cornerstone financing locks in just above 6.25% blended rate

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Workiva signals 2026 non-GAAP operating margin of 16.0%-16.5% while raising free cash flow margin outlook to ~20%

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Socket Mobile anticipates Industrial at ~10% of revenue this quarter as it extends scanning to macOS with SM Link

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AEP outlines $78B capital plan and targets 7%-9% earnings growth through 2030 while reaffirming $6.15-$6.45 EPS for 2026

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Onto Innovation expects 2026 revenue growth of more than 30% while targeting Q4 operating margin greater than 30%

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MasterBrand anticipates $51M-$61M Q2 adjusted EBITDA while targeting 100% tariff cost offset exiting 2026

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GameStop's Ryan Cohen explains how he would turn around eBay

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Ferrari confirms full-year guidance as order book extends toward end of 2027 ahead of May 25 Ferrari Luce premiere

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Live Nation outlines venue strategy targeting up to 30% premium capacity, as it highlights Q3-weighted 2026 growth

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Skyworks expects $900M-$950M Q3 revenue while outlining $1B Android design win through 2030

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Tigo Energy expects $30M-$32M Q2 2026 revenue while signaling utility-scale growth in 2026

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Alight expects Q2 2026 revenue of $490M-$505M while transitioning interim CFO role

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Ecovyst outlines $180M-$195M 2026 adjusted EBITDA outlook while planning $190M Calabrian deal

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Vivid Seats reaffirms 2026 outlook of $2.2B-$2.6B marketplace GOV and $30M-$40M adjusted EBITDA as app share exceeds 40%

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Powell outlines $70M-$100M capacity option as it lands $400M+ data center mega order

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FTC Solar outlines ~40% 2026 revenue growth amid CEO transition and $22M-$26M Q2 revenue target

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SSR Mining jumps as Q1 profit surges on gold prices, asset sale

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Brockman says OpenAI leadership had concerns about Musk's AI knowledge

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Morguard FFO of $3.71 misses by $0.21, revenue of $275.05M

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Oaktree Specialty Lending outlines plan to run leverage toward mid- to low end of 0.9x to 1.25x range while building $671M of liquidity

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Crawford expects Broadspire growth in 2026 as it adds $24M in new and enhanced business

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AKITA Drilling GAAP EPS of -C$0.06, revenue of C$55.49M

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Topaz Energy Non-GAAP EPS of C$0.25, revenue of C$94.57M

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Triple Flag Precious Metals declares CAD 0.0575 dividend

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Intact Financial GAAP EPS of $4.12

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Douglas Emmett FFO of $0.37 beats by $0.01, revenue of $251M beats by $0.64M

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