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Seeking Alpha: News

Moelis expects quarterly non-comp expenses in the mid- to high $60M range as announced pipeline rises 80%

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Everforth outlines Q3 2026 adjusted EBITDA margin of 9.6% to 10.3% as bookings momentum broadens

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Fortinet forecasts 2026 EPS of $3.41-$3.47 as it raises full-year billings outlook to $9.35B-$9.55B

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Del Monte targets 2026 adjusted EBITDA of $230M-$240M while lifting Del Monte Foods outlook to $625M net sales

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McGrath outlines 2026 revenue of $955M-$985M while raising gross rental CapEx to $200M-$220M

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C.H. Robinson forecasts 2026 capex of $65M-$75M amid supply-driven tightening and ongoing legal appeal process

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Ruger outlines ~$30M 2026 capex target while formalizing the Ruger Business System

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FICO projects $2.53B fiscal 2026 revenue as it raises EPS guidance to $42.43 non-GAAP

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Aware anticipates stronger second half as it touts 10x lower false non-match rate

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Glaukos outlines $680M-$700M 2026 net sales as iDose TR seen at $275M-$280M

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Sprouts forecasts $5.32-$5.40 EPS in 2026 while planning 42 net new stores

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Robinhood lowers 2026 adjusted OpEx outlook to $2.675B-$2.775B while targeting Robinhood Social rollout by quarter-end

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PTC forecasts 9% to 9.5% constant currency ARR growth in FY 2026 as it raises share repurchase target to about $1.625B

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Waystar outlines $1.276B-$1.294B 2026 revenue and $535M-$545M adjusted EBITDA guidance amid CFO transition

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DMC Global expects Q3 sales of $158M-$168M with adjusted EBITDA of $10M-$13M as Arcadia momentum continues

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Q2 Holdings forecasts $881M-$886M 2026 revenue while raising subscription growth view to 14.5%

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PennyMac outlines ~$60M annualized cost savings as it targets a return to mid-teens ROEs

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Entergy outlines 7 to 12 gigawatts of hyperscale pipeline while affirming 2026 adjusted EPS guidance

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Aurora outlines plan to exit 2026 with 200 driverless trucks as Aurora Driver 2 launches

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L3Harris raises 2026 EPS view to $11.80-$12.00 while planning to revisit Missile Solutions IPO mid-2027

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Align outlines 2027 operating margin +100 bps target while planning $400M-$500M 2026 buybacks

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Acadia forecasts $3.4B-$3.45B revenue and 500-600 beds in 2026 with focus on free cash flow

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Chipotle expects full-year comp sales growth in the low single-digit range as Q3 comps are guided to around 1%

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LendingTree outlines 45%-50% adjusted EBITDA-to-VMD goal as it expects SMB to recover after a Q2 trough

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Ategrity signals Q3 combined ratio of approximately 87% with gross written premiums growing more than 20 points above the E&S market

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Impinj expects Q3 revenue of $105.5M-$108.5M as it signals endpoint IC demand acceleration

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PennyMac Mortgage Investment Trust outlines plan for approximately 30 securitizations in 2026 as it agrees to sell $13B of Agency MSRs

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MGP Ingredients reaffirms 2026 adjusted EBITDA of $90M-$98M while forecasting Ingredient Solutions margins in high single to low double digits

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Rush Enterprises targets closing refrigerated JV by August 31 as it expects a stronger second half

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Woodward raises 2026 adjusted EPS view to $9.30-$9.50 as it targets 1,000 fewer hires by 2029

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Tenable forecasts $1.075B-$1.081B FY2026 revenue as Tenable One reaches 50% of new business

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Spok forecasts $132.5M-$139.5M 2026 revenue while keeping adjusted EBITDA at $28M-$32M

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Benchmark projects $3B 2026 revenue as Q3 EPS is guided to $0.76-$0.82

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Magnachip outlines Q3 revenue $41.5M-$45.5M while targeting 10% new-generation product revenue in Q4 2026

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Crude oil surges as Middle East hostilities escalate, U.S. oil stockpiles 'rapidly depleting'

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Meta expects Q3 2026 revenue of $61B-$64B while narrowing 2026 capex to $130B-$145B

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FormFactor forecasts Q3 2026 EPS of $0.86±$0.09 as Farmers Branch ramp starts in Q4

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Ethan Allen outlines approximately $15M total tariff exposure while maintaining $0.39 regular and $0.25 special dividends

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Qualcomm outlines $40B non-handset revenue target by fiscal 2029 while raising automotive exit run rate to $7B

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Starbucks raises FY2026 EPS outlook to $2.55-$2.65 while targeting at least 1,500 North America coffee house uplifts by year-end

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Integra reaffirms 2026 adjusted EPS of $2.40 to $2.50 while guiding Q3 revenue to $410M-$425M

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ProPetro targets 13th frac fleet activation and cuts 2026 capex to $525M-$595M while PROPWR contracted capacity reaches 350 MW

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Corcept targets $1.1B-$1.2B 2026 revenue as Lifyorli launch reaches 1,300 patients and relacorilant awaits Dec. 17 PDUFA

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MGM signals $1B annual Osaka spend in 2027-28 while targeting fall 2030 opening

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Anika projects 2026 adjusted EBITDA margin of 13% to 17% as it raises revenue growth outlook to 5% to 10%

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WEC projects $37.5B 5-year capital plan as it forecasts 2.6 GW regional demand growth through 2030

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Soybean futures slide as U.S. weather forecast turns more favorable

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Generac outlines $450M 2026 data center revenue and lifts full-year C&I growth outlook to low 30s%

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Constellium targets $980M-$1.02B 2026 adjusted EBITDA and more than $300M free cash flow, backed by recycling and aerospace momentum

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Teva outlines higher 2026 revenue midpoint by $75M while targeting AUSTEDO $2.45B-$2.6B and AJOVY $850M-$870M

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