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Seeking Alpha: News

JFrog forecasts $648M-$652M 2026 revenue amid 41%-43% baseline cloud growth outlook

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MP Materials anticipates Q3 NdPr production above 1,000 metric tons while advancing a 9-figure gadolinium deal

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Navient signals in-school growth of 50% in 2026 as it shifts new originations to fair value accounting

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Polysilicon Tariff Winners & Losers: How solar stocks rank on quant ratings

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Organogenesis forecasts 2026 revenue of $179M-$215M amid June restructuring expected to cut $18M annually

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Trump to meet mining execs from Rio Tinto, BHP, MP Materials, and Freeport to counter China reliance: report

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MARA targets at least 2 leases before year-end as it expects power portfolio to reach ~4.8 GW

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Graham outlines $285M-$295M fiscal 2027 revenue outlook while targeting 14%-16% adjusted EBITDA margin by fiscal 2029

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Westrock reaffirms 2026 adjusted EBITDA outlook of $90M-$100M as it turns free cash flow positive early

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Lineage outlines cash runway into Q3 2028 while targeting COR1 in vivo data by year-end

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Fox raises dividend by 3.6% to $0.29

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Enerflex declares $0.0425 dividend

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Core Natural Resources declares $0.10 dividend

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Eutelsat Communications reports FY results; gives FY 2027 outlook

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Cion Investment declares $0.10 dividend

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Anthropic cuts biology safeguard refusals by 85% in Claude update

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Esco Technologies projects FY2026 adjusted EPS of $8.30-$8.40 as record $1.54B backlog supports demand

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ResMed raises dividend by 10% to $0.66

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Reinsurance Group of America raises dividend by 5.4% to $0.98

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Meta ordered to pay $567M in New Mexico child harms case

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PRA Group outlines $20M annualized savings and launches $150M buyback program as European ERC rises $349M

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U.S. Physical Therapy reaffirms $102M-$106M adjusted EBITDA guidance as NYU Langone rollout expands into Q3

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Tejon Ranch targets early 2027 delivery for 510,000 square foot industrial project while moving to 7 directors by next May

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Lightbridge outlines HALEU supply planning with QNI’s 18 metric tons annual target amid DOE’s ~5 GW uprate push

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SANUWAVE Health GAAP EPS of -$0.08, revenue of $9.74M

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Slate Grocery REIT reports Q2 results

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Ouster anticipates Q3 2026 revenue of $54.5M-$57.5M as Rev8 ramps to production volumes

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Blink targets exiting 2026 at approximately breakeven while revising full-year revenue to $83M-$90M

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Russel Metals Inc. declares CAD 0.44 dividend

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Doximity signals FY2027 revenue of $671M-$681M while expanding AI investment with 165 signed health system AI clients

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Cerence GAAP EPS of $0.03 in-line, revenue of $69.6M misses by $0.45M; gives Q4 and updates FY outlook

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Jamieson Wellness raises dividend by 8.7% to $0.25

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Wajax declares $0.35 dividend

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Alibaba plans revenue-sharing model for large users of next open-source AI model: report

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Dorchester Minerals GAAP EPS of $0.62, revenue of $56.08M

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SpaceX's Starlink threat to mobile carriers is exaggerated, T-Mobile CEO says

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Astrana targets $72.5M-$77.5M Q3 adjusted EBITDA while raising 2026 adjusted EBITDA to $255M-$280M

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James Hardie outlines $5.56B-$5.72B FY2027 sales and expects >$500M free cash flow amid expanded Boise Cascade partnership

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Profound reiterates ~$25M 2026 revenue outlook as CMS proposes 14.9% OPPS payment increase to $15,494 per TULSA procedure

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

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

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

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

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

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Friday’s Economic Calendar

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

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

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

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

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

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