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NLIGHT forecasts Q3 2026 revenue of $63M-$73M as $17M of product shipments shift amid China-related supply delays

Star Bulk projects $4.1 per share of free cash flow over next 12 months based on $22,000/day FFA curve

Firmus raises $2B from Nvidia, Blackstone, and others at $10.5B valuation

ICU Medical raises 2026 adjusted EPS outlook to $8.60-$9.00 amid 41.5% gross margin view

Twilio outlines Q3 revenue of $1.505B-$1.515B while raising FY2026 organic growth to 13%-13.5%

Friday’s Economic Calendar

Urban Edge projects $1.50-$1.54 FFO as adjusted for 2026, backed by a $155M redevelopment pipeline

Westwood targets $1B in each of ETFs, private capital and managed investment solutions as ETF assets top $400M

Karman signals $730M-$745M 2026 revenue outlook while targeting 20%-25% annual organic growth

AvePoint outlines 2026 ARR of $522.1M-$528.1M while expanding AgentPulse and raising investment plans

Kinetik projects $1.04B-$1.1B in 2026 adjusted EBITDA amid $560M capex plan

Dropbox expects $2.513B-$2.523B 2026 revenue while raising operating margin guidance to 40.0%-40.5%

Acorn Energy targets ~20% average annual revenue growth as it launches OMNI360 and expands via Champion partnership

RXO anticipates $35M-$45M Q3 adjusted EBITDA as brokerage momentum offsets last mile headwinds

Enovis reaffirms 2026 outlook and targets >25% free cash flow conversion as Arvis rollout expands

Savers Value Village Non-GAAP EPS of $0.14 in-line, revenue of $448.2M misses by $0.8M

Guardian Pharmacy Services Non-GAAP EPS of $0.29 beats by $0.03, revenue of $351.8M beats by $11.35M

OmniAb GAAP EPS of -$0.05 beats by $0.07, revenue of $13.4M beats by $8.71M

Alta Equipment Non-GAAP EPS of -$0.04 beats by $0.07, revenue of $475.5M misses by $13.2M

Once Upon A Farm, PBC GAAP EPS of -$0.12 beats by $0.04, revenue of $85.4M beats by $8.06M

Sezzle targets 35% 2026 revenue growth as it raises adjusted net income to $185M and prepares Sezzle Send launch

Good Times Restaurants GAAP EPS of $0.18, revenue of $35.2M

Nuveen Churchill Direct Lending Corp. declares $0.36 dividend

Galiano Gold Non-GAAP EPS of $0.09 misses by $0.01, revenue of $156M misses by $3M

Lundin Gold Inc. declares $ 0.30 dividend and variable dividend of $0.78 per share

E-L Financial Corporation Limited PFD 1ST SER 1 declares CAD 0.3312 dividend

E-L Financial Corporation Limited PFD 1ST SER 3 declares CAD 0.3438 dividend

E-L Financial Corporation Limited PFD 4.75% SR 2 declares CAD 0.2968 dividend

E-L Financial declares CAD 0.04 dividend

Sunstone Hotel declares $0.09 dividend

Open Text declares $0.28 dividend

Walker & Dunlop declares $0.68 dividend

MidCap Financial Investment declares $0.31 dividend

Blackstone Secured Lending declares $0.77 dividend

Lifetime Brands declares $0.0425 dividend

10x Genomics raises 2026 revenue outlook to $610M-$630M as Atera shipments remain about 40 units

ITT declares $0.386 dividend

Kelly Services declares $0.075 dividend

Republic Services projects 2026 adjusted EPS of $7.23-$7.28 as it raises full-year guidance

Progyny forecasts 2026 revenue of $1.36B-$1.385B while targeting 1M+ new lives

Sunstone Hotel Investors, Inc. 5.70% CUM PFD I declares $0.3562 dividend

Monster outlines selective Q4 2026 pricing actions while planning Dec. 1, 2026 investor meeting

Globe Life declares $0.33 dividend

Strawberry Fields REIT declares $0.17 dividend

Instacart anticipates Q3 GTV of $10.3B-$10.55B and adjusted EBITDA of $320M-$340M while scaling AI assistant

Trisalus reiterates 2026 revenue guidance of $54M-$57M as CMS G-code expands TriNav reimbursement into office-based labs

Superior Plus declares CAD 0.045 dividend

CES Energy Solutions declares CAD 0.055 dividend

Cannae Holdings declares $0.15 dividend