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Seeking Alpha: News

Zeta projects $1.818B 2026 revenue and raises GAAP EPS guide to $0.10 amid Athena adoption

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Spacex expects $100B+ ARR by December as it targets over 2 GW of compute by year-end

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Viemed outlines $314M-$320M 2026 revenue outlook while revising adjusted EBITDA to $64M-$68M

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Revolve expects Q3 2026 gross margin of 53.5%-54.0% while targeting double-digit 2026 revenue growth

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Freshworks expects $963.5m-$966.5m 2026 revenue as it targets sustained GAAP profitability

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MasterBrand outlines $2.05B-$2.11B second-half 2026 sales while targeting net leverage below 2x by end of 2028

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Teradata signals $330M-$350M adjusted free cash flow range while launching Teradata 3.0 agentic platform

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Pacira outlines $735M-$760M 2026 revenue guidance while targeting 160M EXPAREL covered lives

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Travere signals potential for more than $3B in peak annual FILSPARI sales as FSGS launch exceeds expectations

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Ascent outlines $3M-$5M gross profit uplift by end of 2026 while targeting 70-day cash conversion cycle

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Gilead outlines 2026 base business sales of $29.8B-$30.1B while raising HIV growth outlook to 9%-10%

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Hackett projects Q3 2026 adjusted EPS of $0.37-$0.39 as AI platform wins ramp

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AMD expects Q3 2026 revenue of about $13B as it targets data center segment revenue to more than double in 2027

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DaVita signals 2026 midpoint guidance of $2.2B adjusted operating income and $14.65 EPS while planning expanded HD rollout

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Suja Life widens 2026 net sales outlook to $360M-$369M while reiterating $70M-$72M adjusted EBITDA amid grocery softness

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Atomera signals 2026 non-GAAP opex near $18.75M while advancing GaN-on-silicon RF pipeline

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Tpg targets more than $50b raised in 2026 while maintaining 47% full-year FRE margin outlook

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Arrowhead plans sNDA by end of 2026 as SHASTA shows 79%-81% triglyceride reductions and 78% fewer pancreatitis events

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Bed Bath & Beyond outlines Q3 revenue of $505M-$525M and ~30% gross margin as it plans NASDAQ ticker NXH transition

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Paramount Skydance projects $3.8B-$3.9B FY 2026 adjusted EBITDA while targeting 10%+ free cash flow conversion

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Compass targets $3.85B-$4.05B Q3 revenue while pacing to $330M year 1 synergies

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Emerson signals $6.55 FY2026 adjusted EPS as it raises sales growth to 5% and targets ~$3.6B free cash flow

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Solid Power targets announcing a South Korea electrolyte JV by year-end as it ramps a 45-metric-ton pilot line

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Rio Tinto’s $3B asset sale lures private equity giants including Blackstone, KKR - report

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Bio-Rad forecasts 2026 currency-neutral revenue growth of (-3%) to +0.5% while targeting $30M-$35M net cost savings by end of 2027

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RB Global raises 2026 outlook to 9%-11% GTV growth as BigIron adds about $500M in GTV

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TrueBlue forecasts Q3 revenue growth of 7%-11% as on-demand returns to growth

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Diamond industry misjudged threat of lab-grown gems, Anglo American CEO tells FT

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JELD-WEN forecasts 2026 adjusted EBITDA of $120M to $150M while raising revenue floor to $3.1B

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Jacobs forecasts FY 2026 adjusted EPS of $7.20-$7.30 while targeting ~16% Q4 adjusted EBITDA margin

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Red Rock outlines $375M-$425M 2026 capex plan as North Fork targets early Q4 2026 opening

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Pinterest expects Q3 revenue of $1.19B-$1.21B as it raises 2026 adjusted EBITDA margin view to ~30%

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Accel anticipates Chicago VGT go-lives in coming weeks as market targets $1B over 5+ years

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Coupang anticipates Q3 constant currency revenue growth of 8%-9% while targeting Product Commerce margin recovery by mid-2027

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Alamo Group targets 18% adjusted EBITDA margin as it keeps net leverage up to 2.5x for M&A

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8x8 raises FY2027 service revenue outlook to $725M-$745M as it targets 30%-35% platform usage growth in Q2

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Sterling outlines 2026 revenue of $4B-$4.15B as mission-critical demand accelerates

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Oil prices slide ahead of U.S.-Iran deal that's not finalized

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Niagen Bioscience outlines 10% to 15% 2026 e-commerce growth while positioning Niagen Plus and NB4168 for 2027 traction

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Arista projects $12.6B 2026 revenue on 40% growth as supply chain improves

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Stride signals FY 2027 revenue per enrollment to be flat to up slightly, with repurchases active through October 31, 2027

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Cumberland outlines over 5 years of runway following $1.50 per share special dividend

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DaVita falls despite top and bottom line beats

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Booking projects Q3 2026 room nights up 3%-5% amid Middle East-related flight capacity pressure

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LoanDepot expects Q3 gain on sale margin of 360-390 bps while expanding 5x5 home loan strategy

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EPlus maintains fiscal 2027 guidance while authorizing a new 1.5 million-share repurchase plan

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SpaceX says it wants bigger piece of wireless market

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Credit Acceptance outlines AI-enabled segmentation push as July unit volume rises over 20%

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Tigo Energy projects $100M to $110M 2026 revenue as EG4 ramp shifts to Q4

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Marathon Petroleum expects MPLX growth capex at $2.9B as it targets 12.5% distribution growth in 2026-2027

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