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Seeking Alpha: News

Arcturus outlines 12-week ARCT-032 Phase II enrollment and extends cash runway beyond Q2 2028

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NBH Holdings declares $0.32 dividend

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Paul Mueller declares $0.30 dividend

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Molson Coors declares $0.48 dividend

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Kodiak Gas Services declares $0.49 dividend

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LTC targets $600M SHOP acquisitions as SHOP mix is projected at 45% of investments and 40% of NOI by year-end

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El Pollo Loco projects 2026 adjusted EBITDA of $67.5M-$69.5M while targeting 2%-4% comp growth

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N-able outlines $167M-$171M 2026 adjusted EBITDA with focus on AI-led automation and back-half ARR ramp

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Clarus forecasts 2026 sales of $245M-$255M and adjusted EBITDA of $3M-$5M as it launches strategic alternatives review

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Coinbase impacted as Amazon Web Services works to restore overheated Virginia data center

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BKV targets 1.4 GW of incremental power generation while outlining $280M-$340M of 2026 power growth capital

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Friday’s Economic Calendar

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Akamai anticipates double-digit annual revenue growth in 2027, driven by a 7-year $1.8B CIS commitment

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Ormat outlines $1.11B-$1.16B 2026 revenue guidance while advancing 2-4 MW EGS pilots for 2027

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Maximus forecasts $8.25-$8.55 FY 2026 adjusted EPS while raising near-term adjusted EBITDA margin target to 12%-15%

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Proficient Auto Logistics forecasts Q2 2026 revenue of $105M-$110M as capacity tightening reshapes auto haul pricing

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First Advantage reaffirms 2026 outlook while expecting adjusted EBITDA margins around 29% in 2H

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Verastem outlines cash runway into the first half of 2027 while targeting LGSOC self-sustainability in the second half of 2026

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Nuveen Churchill outlines $0.38 per share Q2 distribution as spreads move toward 5%–5.25%

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Monster signals modest sequential cost increases through end of 2026 as SAP S/4HANA go-live targets Jan. 1, 2028

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Ginkgo outlines $125M-$150M 2026 cash burn guidance while expanding Nebula to 103 racks

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Vericel forecasts $326M-$336M 2026 revenue as BARDA-backed NexoBrid procurement begins in H2

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NuScale anticipates TVA PPA later this year while advancing 6 GW ENTRA1 program

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Diodes expects Q2 revenue of about $435M and non-GAAP EPS of $0.60, driven by automotive, industrial and AI server demand

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Delcath outlines at least $100M 2026 revenue as it targets 37 active centers by year-end

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Profound outlines ~$25M 2026 revenue, anticipates FDA clearance for Siemens Free integration by year-end

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OmniAb forecasts $28M-$33M 2026 revenue as partner milestones lift outlook

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Warby Parker outlines 2026 revenue of $959M-$976M while preparing AI glasses launch later in 2026

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Fox Factory reaffirms 2026 outlook with $1.328B-$1.416B sales and $174M-$203M adjusted EBITDA, backed by ~$50M cost savings

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CytomX expects cash runway to at least the second half of 2028 as Varseta-M targets a first half of 2027 registrational study

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Kontoor targets $5.15-$5.25 adjusted EPS from continuing ops while planning lee divestiture and $750M buyback

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Blend outlines path to 10%-15% incremental top line growth in 2027 as Autopilot moves to paid tiers in late June

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GNL reaffirms $0.80-$0.84 AFFO per share guidance while targeting Q3 close for Modiv deal

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Lantheus reiterates $1.4B-$1.45B 2026 revenue outlook while targeting PYLARIFY TRUVU transition in Q4

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Trade Desk expects Q2 revenue at least $750M while targeting full-year 2026 adjusted EBITDA margin at least 40%

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Coinbase outlines 2026 adjusted expenses of $4.3B-$4.6B while shifting to an AI-native operating model

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Xponential outlines 2026 revenue of $260M-$270M and adjusted EBITDA of $100M-$110M while reaffirming 150-170 net studio openings

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Bob's outlines $2.6B-$2.625B 2026 revenue outlook while targeting ~20 store openings

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Acacia anticipates >2.5x MOIC on $11.5M Cherokee well while targeting $2M annualized Deflecto savings

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EPAM forecasts 4%-6.5% 2026 revenue growth amid applied AI partnership with Anthropic

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SUI Group targets 3%-4% yield by year-end 2026 while pulling back from DeFi after hacks

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Seaport Entertainment targets mid-2027 Pier 17 event space opening while keeping $70M-$90M Seaport capex plan

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Cytek reaffirms $205M-$212M 2026 revenue outlook as U.S. growth rebounds

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Microchip forecasts June-quarter sales up 11% and non-GAAP EPS of $0.67-$0.71 as data center adds PCIe retimers

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Gen outlines FY27 8%-10% revenue growth and $2.85-$2.95 EPS, driven by trust-based solutions and AI efficiencies

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Wynn outlines $900M-$950M Enclave tower at Wynn Palace as UAE project sees a modest delay

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SoundHound outlines 2027 revenue of at minimum $350M-$400M following planned LivePerson acquisition

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Full House Resorts expects to start American Place construction within weeks, targeting opening in about 2 years

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TWFG outlines FY2026 revenue of $285M-$300M while reaffirming 22%-25% adjusted EBITDA margin

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Airbnb targets at least 35% adjusted EBITDA margin as it raises 2026 revenue growth to low-to-mid teens

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