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Seeking Alpha: News

Veeco outlines $740M-$800M FY2026 revenue outlook while planning 10x SPECTOR capacity expansion by early '27

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Hercules Capital anticipates $350M-$500M Q2 prepayments while targeting 12%-12.5% core yield

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Ferguson Enterprises Inc. declares $0.89 dividend

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Atkore declares $0.33 dividend

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Tempus AI targets $1.59B-$1.6B revenue and about $65M adjusted EBITDA in 2026, backed by Merck collaboration

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LoanDepot forecasts $5.75B-$7.75B in Q2 lock volume as 5x5 HomeLoan ramps

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Lumentum anticipates $960M-$1.01B Q4 FY2026 revenue while targeting $2B quarterly revenue goal

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Carlsmed raises FY 2026 revenue outlook to $72M-$77M as CMS proposes new MS-DRGs for aprevo lumbar

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Emerson forecasts $6.45 to $6.55 EPS as it updates 2026 sales growth to 4.5% amid Middle East disruption

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Finance of America projects 2026 adjusted EPS of $4.50-$5.00 while maintaining $2.8B-$3.1B funded volume outlook

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MNTN raises FY 2026 revenue outlook to $347M-$357M with Q2 revenue seen at $81M-$83M

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Arista outlines 27.7% 2026 revenue growth to $11.5B while targeting $3.5B in AI fabric sales

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SSR Mining anticipates Copler sale close before end of Q3 2026 with $1.5B cash proceeds

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Alphatec forecasts $882M 2026 revenue while keeping adjusted EBITDA at $134M

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Cytokinetics outlines $830M-$870M 2026 operating expense range while advancing MYQORZO Germany launch

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Neurocrine reaffirms $2.7B-$2.8B INGREZZA outlook while acquisition of Soleno remains on track for Q2 close

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GRAIL signals 22%-32% 2026 Galleri sales growth while starting Epic Aura integrations

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Bright Horizons reaffirms 2026 adjusted EPS of $4.90 to $5.10 while raising Back-Up Care growth outlook to 12% to 14%

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AMC forecasts 2026 box office could be $500M-$1.2B bigger than 2025 as it launches Arena 1 in 300+ theaters

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Supernus outlines $840M-$870M 2026 revenue outlook as ONAPGO second-supplier filing targeted for Q3

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Adaptive Biotechnologies raises 2026 MRD revenue view to $260M-$270M while targeting positive adjusted EBITDA and free cash flow by end of 2026

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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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