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Seeking Alpha: News

Appian forecasts $515M-$521M in FY2026 cloud subscription revenue while expanding buyback to $100M

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Scorpio Tankers raised to Buy at BofA with rates seen staying elevated

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Nexstar targets CW profitability by Q4 2026 while litigation keeps TEGNA operations separate

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J.M. Smucker gains on report it hired an advisor for a review of its portfolio

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Calumet, Inc. Q1 2026 Earnings Preview

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Murphy Oil keeps $1.2B-$1.3B capital plan while signaling possible Bubale appraisal well beyond range

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Victory Capital outlines path toward $1 trillion AUM goal while keeping fee rate at 46-47 bps

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Pennant signals Home Health and Hospice margins moving toward 18% target as Southeast transition continues through October

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Macom forecasts $331M-$339M Q3 revenue with 59%-60% gross margin as Data Center targets over 60% FY26 growth

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Charles River reaffirms 2026 EPS $10.80-$11.30, targets ~120-150 bps margin expansion as divestitures close

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Sempra affirms 2026 adjusted EPS $4.80-$5.30 while targeting SI Partners close in Q2-Q3 2026

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DLH expects converting 50%-55% of fiscal 2026 EBITDA to reduce debt, as NIH contract gets 2-year sole-source extension

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Avient outlines 2026 adjusted EPS of $2.93 to $3.17 while targeting more than $200M free cash flow

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Scholar Rock anticipates apitegromab approval by September 30 as FDA accepts SMA BLA with two fill-finish sites

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PSQ outlines $8M annualized cash savings while targeting Brands sale agreement in H1 2026

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Inspired outlines steady sequential EBITDA growth as U.K. interactive tax rises to 40%

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AMH signals 2026 renewals around 3% while keeping guidance unchanged

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FrontView raises 2026 AFFO per share guidance to $1.29-$1.33 while maintaining $100M net investment target

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Chesapeake Utilities targets $7.75-$8.00 EPS by 2028 as WRU delay cuts 2026 EPS by about $0.10

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MarineMax gains on report of increased takeover interest

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Matador outlines $785-$805 D&C cost per foot target as Hugh Brinson shifts gas away from negative Waha pricing

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Zoetis projects 2%-5% 2026 revenue growth as U.S. companion animal demand softens

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Host Hotels outlines 2026 comparable hotel RevPAR growth of 3% to 4.5% as it declares $0.72 special dividend

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Hertz targets 3%-6% 2026 EBITDA margin while outlining $1B EBITDA in 2027 and launching Oro mobility platform

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Tronox expects $65M-$85M Q2 2026 adjusted EBITDA as TiO2 pricing rises mid-single digits

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Kimbell signals 2026 activity uptick as it raises distribution to $0.41 and reiterates 75% payout policy

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French container ship reappears after untracked transit through Strait of Hormuz

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Dauch Q1 2026 Earnings Preview

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Broadcom sinks as OpenAI chip deal reportedly hits financing snag

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Alcoa upgraded at Wells Fargo as aluminum strength 'underappreciated'

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Orla Mining Q1 2026 Earnings Preview

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Plains GP Holdings Q1 2026 Earnings Preview

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Oshkosh Q1 2026 Earnings Preview

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Duke Energy declares $1.065 dividend

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Record outflow from South Korean ETF puts focus on the country's best stock performers

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Ecolab declares $0.73 dividend

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Teradyne declares $0.13 dividend

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Equifax declares $0.56 dividend

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Koppers Holdings declares $0.09 dividend

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Steel Dynamics declares $0.53 dividend

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ACI Worldwide raises 2026 revenue outlook to $1.89B-$1.92B and adjusted EBITDA to $540M-$555M

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Collegium outlines $805M-$825M 2026 product revenue outlook while planning to close $650M AZSTARYS deal in Q2

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Deglobalization is gaining momentum and the inflation consequences are real: TS Lombard

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DoorDash says it will spend $50M on its gas relief program this year

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MarketAxess outlines new issue solution rollout as 2026 new issuance forecast nears $2T

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Targa raises 2026 adjusted EBITDA outlook to $5.7B-$5.9B while keeping net growth capital at about $4.5B

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McDonald's reaffirms plan for about 50,000 restaurants by end of 2027 while revisiting U.S. company-store margins

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Roche to buy digital pathology firm PathAI for up to $1.1B

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InfuSystem anticipates 6% to 8% pro forma annual revenue growth while stabilizing ERP go-live

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Lifestance forecasts $1.64B-$1.68B 2026 revenue while targeting mid-teens adjusted EBITDA margins by 2028

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