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Seeking Alpha: News

BigBear.ai forecasts $135M-$165M 2026 revenue while accelerating hunt for accretive M&A

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Southern projects 2026 adjusted EPS near top of $4.50-$4.60 range as OpenAI signs 3.2-gigawatt contract

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Heartland Express GAAP EPS of $0.14 beats by $0.15, revenue of $184.13M misses by $7.33M

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Ryan Specialty expects 2026 adjusted EBITDAC margin down 50-100 bps while guiding organic revenue growth toward higher end of mid-single digits

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Parex Resources GAAP EPS of $4.62, revenue of $69.46M; reaffirms FY 2026 outlook

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US defense request targets $18.2B for high-tech missile replenishment: report

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Bright Horizons beats top-line and bottom-line estimates; updates FY26 outlook

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Compañía de Minas Buenaventura GAAP EPS of $0.93, revenue of $529M misses by $81M

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Pembina Pipeline Non-GAAP EPS of C$0.66, revenue of C$2.15B; reaffirms FY2026 outlook

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Reddit forecasts Q3 2026 revenue of $860M-$870M with 45% adjusted EBITDA margin midpoint

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Veracyte outlines $590M-$596M 2026 revenue guidance while expanding Prosigna and TrueMRD launches

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Anthropic reveals Claude AI models breached external entities in testing error

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Darling Ingredients anticipates Q3 core Ingredients EBITDA of $325M-$340M while targeting 335M DGD gallons

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Covenant Logistics outlines $50M-$60M net capex in H2 2026 as it targets steady margin improvement

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Amazon outlines Q3 net sales of $197B-$202B while lifting 2026 cash CapEx to about $220B

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Apple projects 9%-11% September-quarter revenue growth amid rising supply constraints and 2.5-point FX headwind

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Ingram Micro forecasts Q3 net sales $13.55B-$13.95B and non-GAAP EPS $0.72-$0.82 as Xvantage scales

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Voya Financial, Inc. 5.35% DP PFD B declares $0.3344 dividend

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TMX Group raises quarterly dividend by 8.3% to CAD 0.26/share

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Huntsman declares $0.0875 dividend

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Economic Investment Trust Ltd declares $0.03 dividend

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Boise Cascade raises quarterly dividend by 4.5% to $0.23/share

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BNY Mellon strategic Municipal bond fund declares $0.03 dividend

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BNY Mellon Strategic Municipals declares $0.03 dividend

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Exponent declares $0.31 dividend

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Excelerate Energy raises quarterly dividend by 12.5% to $0.09/share

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Alcoa declares $0.10 dividend

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Parex Resources declares CAD 0.385 dividend

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Infinity Bank declares $0.10 dividend

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First National Bank Alaska declares $4.00 dividend

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Atkore declares $0.33 dividend

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Flowco Holdings declares $0.09 dividend

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Sagen MI Canada declares CAD 0.3375 dividend

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GoDaddy forecasts Q3 2026 revenue of $1.315B-$1.335B while reaffirming ~$1.8B free cash flow target

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Safehold outlines $1.4B liquidity and no significant maturities until 2029 after Brookfield JV

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Merit Medical signals 2026 non-GAAP EPS of $4.25 to $4.35 while raising organic growth outlook to 6.9% to 7.5%

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Enterprise signals $3B 2027 growth capex as it targets Plant 13 in Q3 2028 and Frac 15 in Q1 2028

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Axos forecasts low- to mid-teens loan growth while expecting stable net interest margin as Arc integration adds about $1M per month of expenses

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Dexcom lifts 2026 revenue outlook to $5.18B-$5.25B as it targets nearly 50% U.S. G7 15 Day conversion by year-end

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SiriusPoint targets 12%–15% across-the-cycle ROE while keeping full-year OUE ratio around 7%

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SPS Commerce outlines 2026 revenue of $788.4M-$793.4M as it targets AI agent monetization by late Q4

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HNI projects 20%-25% non-GAAP EPS growth in 2026 as Steelcase synergies target rises to at least $120M

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Stryker expects 8.3%-9.3% organic sales growth and $14.95-$15.10 adjusted EPS in 2026 as it resumes share repurchases

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UFP Industries targets $100M 2026 decking and railing growth while freight rates rise about 30%

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LPL projects 2026 core G&A of $2.140B-$2.165B as it targets Commonwealth onboarding in Q4

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Provident expects 5%-6% 2026 loan and deposit growth while raising noninterest income to $29M per quarter

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CareDx raises 2026 revenue outlook to $490M-$500M as NavDx integration begins

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Comstock outlines 2026 plan to drill 22 western Haynesville wells as it targets lower costs after $600M Pinnacle stake sale

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Alignment Healthcare forecasts $5.20B-$5.23B 2026 revenue while raising membership outlook to 298k-301k

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MPS signals 130% enterprise data growth floor for 2026 while expanding capacity beyond $6B

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