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Seeking Alpha: News

Sandisk forecasts Q1 FY2027 revenue of $10.3B-$10.8B and non-GAAP EPS of $44-$46 while expanding $15.5B buyback authorization

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Talen outlines higher 2026 guidance to $2.025B-$2.225B adjusted EBITDA and $1.2B-$1.35B adjusted free cash flow

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Teknova targets less than $8M 2026 free cash outflow as it lifts revenue guide to $45M-$47M

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MercadoLibre outlines continued reinvestment as credit portfolio reaches $16.4B

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Klaviyo projects $1.526B-$1.534B 2026 revenue while integrating Agency acquisition

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Solventum outlines HIS separation and raises 2026 EPS guide to $7.10-$7.20

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Herbalife outlines full-year 2026 adjusted EBITDA of $670M-$690M while planning CFO transition in 2027

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Realty Income outlines 2026 AFFO per share of $4.44 to $4.45 while targeting $10B of acquisitions

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Clover outlines FY 2026 revenue of $2.92B-$3.0B as 4.5-Star rating boosts 2027 flexibility

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Warner Music targets 50% to 60% operating cash flow conversion as Apple deal extends PSM increases into Q4

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Axon outlines 32%-34% 2026 revenue growth outlook as Dedrone surpasses $100M quarterly revenue

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Digi outlines Q4 adjusted EPS of $0.75-$0.78 as it raises full-year revenue outlook to $529M-$533M

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Deluxe updates 2026 outlook to $2.095B-$2.120B revenue backed by Celero addition

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Alto Ingredients targets $15M-$16M net 45Z proceeds on 90M+ gallons while establishing a $50M ATM

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Zillow forecasts $2.92B-$2.96B 2026 revenue while targeting 75%+ of connections in Preferred by year-end

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Airgain projects Q3 2026 sales of $15.25M amid consumer decline and enterprise/automotive strength

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Exelixis outlines zanza CRC launch plans as 2026 revenue guidance midpoint is lowered by $50M

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Rand Capital outlines $0.29 Q3 2026 dividend while continuing portfolio rebuilding after BMP Swanson write-down

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KC Fed's Schmid calls for tighter policy to tame inflation

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Dutch Bros projects $2.1B-$2.13B 2026 revenue as it targets 2,029 shops by 2029

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Carlsmed outlines $74M-$78M 2026 revenue outlook as CMS finalizes new aprevo lumbar MS-DRGs effective October 1

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News Corp targets $1b Dow Jones EBITDA by fiscal '30 while signaling further margin expansion

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AppLovin expects Q3 revenue of $2.055B-$2.085B amid model-driven reacceleration and higher compute spend

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Sunrun expects to exit 2026 with over 10% growth while targeting over 10 GWh by end of 2028

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Duolingo outlines 2026 revenue growth of ~16% while targeting 100 million DAUs in 2028

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ZipRecruiter forecasts Q3 revenue $121M amid 13% adjusted EBITDA margin target

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Traeger outlines $435M-$465M 2026 revenue outlook while planning nationwide Lowe's launch in spring 2027

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ADMA reiterates 2026 guidance of $530M-$560M revenue while targeting $200M+ in share repurchases

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Bumble expects Q3 revenue of $205M-$213M as marketing spend drives ~28% EBITDA margin midpoint

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Hagerty outlines 2026 adjusted EBITDA of $270M-$280M as written premium growth outlook rises to 16%-17%

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Sinclair forecasts at least $375M in 2026 political ad revenue while raising adjusted EBITDA outlook to $730M-$760M

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U.S. crude falls for third straight day as Iran says Hormuz agreement reached with Oman

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Forward Air outlines intermodal sale closing by end of year as it targets retaining at least half of ~$250M customer revenue

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Intrepid raises 2026 TRIO output guide to 295,000-305,000 tons while starting $50M buyback in Q3

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Viavi anticipates Q1 FY2027 EPS of $0.40-$0.42 as it targets a $500M quarter in calendar 2027

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Kaltura forecasts $15.8M-$17.2M adjusted EBITDA for 2026 while expanding agentic AI deal pipeline

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Expedia outlines FY2026 gross bookings of $129.5B-$130.8B as it raises adjusted EBITDA margin expansion to 150-175 bps

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Revolution Medicines updates 2026 GAAP operating expenses to $2.1B-$2.2B while preparing potential daraxonrasib launch

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Clearfield anticipates FY2026 net sales of $151M-$155M amid $22M hyperscale data center order

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Duke Energy Progress reaches rate deal with North Carolina Public Staff

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NCR Voyix maintains 2026 outlook of $2.188B-$2.303B revenue as VCP targets another 1,000 lanes live by end of September

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Douglas Emmett forecasts 2026 FFO per share of $1.39-$1.43 while refinancing over $800M of debt

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SLR Investment outlines initiatives to lift NII over next year as nonaccruals rise to 2

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Phillips 66 sees strong refining margins continuing through 2027

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Prudential outlines plan to cut country footprint by roughly half and targets $750M pretax run rate benefits by 2028

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Joby Aviation tops revenue estimates as air taxi push accelerates

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Brookfield Property Partners L.P. 5.75 CL A PF SR3 declares $0.3594/share

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McKesson raises 2026 profit outlook as FQ1 beats on both lines

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Deluxe Non-GAAP EPS of $0.87 beats by $0.06, revenue of $499.3M beats by $13M

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Bluelinx expects Q3 specialty gross margin of 18%-19% as Trex launch begins

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