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Seeking Alpha: News

HASI signals 2028 adjusted EPS of $3.55-$3.65 while affirming adjusted ROE above 17%

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Cleanspark outlines $6.6B Sandersville lease with path to $11.6B and targets $1.75B-$2.1B project CapEx

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Five9 forecasts at least 60% AI growth and $1.266B 2026 revenue

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Lyft signals over 1B rides in 2026 as partnerships reach ~30% of North American rides

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Gen projects 9% to 11% revenue growth and 14% to 18% non-GAAP EPS growth for fiscal 2027 as it raises outlook

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Cloudflare forecasts $2.864B-$2.870B 2026 revenue as it outlines $0.34 Q3 EPS

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Definium outlines cash runway into 2030 as Voyage GAD Phase III top line results near

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Genpact signals at least 25% 2026 Advanced Technology Solutions growth as it targets over $1B in agentic TCV

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Funko raises full-year adjusted EBITDA guidance to $100M-$110M amid $25M tariff credit

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Akamai anticipates low-teens revenue growth in 2027 backed by $2.8B CIS commitments

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StandardAero outlines $25M incremental annual adjusted EBITDA from $180M OEM license expansion while raising 2026 adjusted EPS to $1.50-$1.57

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Radian expects at least $650M of 2026 dividends from Radian Guaranty while targeting specialty 2H earned premiums about 20% higher

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MFIC targets leverage in the low 1.4s while prioritizing deleveraging over buybacks

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Dentsply Sirona maintains 2026 outlook of $3.5B-$3.6B sales and $1.40-$1.50 adjusted EPS while ramping return-to-growth investments

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Trade Desk expects Q3 revenue at least $650M as it launches Zuma usability upgrade

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Texas Roadhouse targets ~$400M in 2026 capex while cutting full-year commodity inflation outlook to ~5%

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Globus Medical outlines 2026 non-GAAP EPS of $4.95-$5.05 while reaffirming $3.18B-$3.22B revenue

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Fox factory outlines $1.42B-$1.47B 2026 sales outlook while reaffirming $50M cost savings goal

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Applied Optoelectronics outlines $255M-$290M Q3 revenue as 800G ramp stays capacity-constrained

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Black Hills outlines $4.25-$4.45 adjusted EPS range as it targets definitive agreements for a 1.8 GW data center project in Q3

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Cable One outlines plan to lift digital sales mix to 35%-40% over 12-18 months as retention remains top priority

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BRC Group outlines plan to fund over $300M of 2026 maturities while reporting $66M operating adjusted EBITDA

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Aspen Aerogels outlines Q3 revenue of $65M-$80M and adjusted EBITDA of $7M-$15M as european OEM outlook rises

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Burford Capital outlines deleveraging focus with $733M cash and $400M debt due within nearly 4 years

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Airbnb signals at least mid-teens 2026 revenue growth while guiding Q3 revenue to $4.69B-$4.77B

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SM Energy targets 435,000-440,000 boe/d in 2H 2026 while reaffirming $2.65B-$2.85B capex

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GigaCloud outlines Q3 revenue of $375M-$400M as Europe GMV rises 66%

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Universal outlines push to return uncommitted tobacco inventory to 20% target while navigating oversupply

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Oil prices jump as Iran weighs ban of U.S. ships from Hormuz; Houthis attack Saudi forces in Yemen

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Macom outlines Q4 FY 2026 revenue of $415M-$425M with adjusted EPS of $1.97-$2.03 as backlog hits record 1.6:1 book-to-bill

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Alarm.com raises 2026 outlook to $754.4M SaaS revenue while targeting 21% adjusted EBITDA margin exiting 2027

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Natera outlines $2.85B-$2.91B 2026 revenue outlook backed by 31% growth ex true-ups

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Viatris raises 2026 outlook while targeting $500M peak sales for fast-acting meloxicam

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WillScot signals 2026 revenue of ~$2.3B and net CapEx of ~$375M as large-project demand drives outlook raise

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Halozyme projects 2026 non-GAAP EPS of $8.65-$9.00 while raising revenue outlook to $1.835B-$1.91B

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Sunstone expects 2026 RevPAR growth of 7%-9% following Hyatt Regency San Francisco sale

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ConocoPhillips targets $7B free cash flow inflection by 2029 as it outlines CEO transition and keeps full-year guidance unchanged

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Tripadvisor expects Q3 experiences booked growth of 5% to 7% amid TheFork sale process

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Arrow Electronics outlines Q3 sales of $9.6B-$10.2B with non-GAAP EPS of $4.83-$5.03

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Pennant anticipates $1.17B-$1.19B 2026 revenue as it raises EPS outlook to $1.34-$1.41

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AMSC expects Q2 fiscal 2026 revenue to exceed $85M while scaling Brazil capacity

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Turtle Beach reaffirms 2026 revenue $335M-$355M outlook as it targets mid- to high 30% gross margin

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Trump signs order setting 15% tariff, price floors on polysilicon imports

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GoodRx projects $790M-$805M revenue and $240M-$250M adjusted EBITDA as Pharma Direct targets 70%+ growth

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Western Midstream outlines 2026 adjusted EBITDA of $2.75B-$2.95B while integrating Brazos acquisition

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CarParts.com targets free cash flow positive in 2026 with A-Premium near $50M run rate and 300,000-package last-mile goal

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HCI outlines over $10M per quarter reinsurance savings as GEICO begins selling new product

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Immunocore outlines TEBE-AM data as early as end of 2026 while scaling KIMMTRAK beyond ~1,000 patients per year

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StoneX expects RJO cost synergies to reach a $50M run rate by end of Q1 FY 2027 as volatility moderates

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FrontView raises 2026 AFFO per share outlook to $1.32-$1.34 as it targets $120M of net investment

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