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Seeking Alpha: News

Borr Drilling GAAP EPS of -$0.79 misses by $0.67, revenue of $232.3M misses by $15.29M

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FocalTherics slips 15%, prices $40M ADS offering at $4.75 per share

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Vor Biopharma reports Q2 results

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Wrap technologies targets 100% revenue growth as ATF determination opens private security push and Frenel expands defense platform

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Reed's GAAP EPS of -$0.36 misses by $0.04, revenue of $7.5M misses by $0.94M

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Oakmark International Q2 moves: Adds Bureau Veritas, drops Flutter and Roche

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Air Canada beats top-line and bottom-line estimates; updates FY26 outlook

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Vogenx prices IPO at $13 per share, expects to raise $81.3M

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Peter Thiel-backed Cognition AI in talks to raise funding at $40B+ valuation: report

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Gladstone Land GAAP EPS of $0.32, revenue of $12.69M

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Pason Systems declares CAD 0.13 dividend

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'Avoid disaster': Sanders urges Meta, OpenAI, and Anthropic to freeze AI development

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Resources Connection declares $0.07 dividend

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WaFd declares $0.27 dividend

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Black Rock Coffee Bar signals 2026 adjusted EBITDA of $34M-$35M while raising new store target to at least 38

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Wednesday’s Economic Calendar

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Lumentum anticipates $1.225B-$1.275B Q1 FY2027 revenue as it guides 39.5%-40.5% operating margin

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Energy Vault outlines $270M-$310M 2026 revenue outlook as backlog approaches $2B

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Stereotaxis expects recurring revenue to reach $8M in Q4 2026 as MAGiC adoption remains supply constrained

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TransAct outlines $1.5M-$2.0M 2026 adjusted EBITDA outlook while launching strategic review of casino and gaming

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SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4

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Worksport outlines 2026 cash flow breakeven focus while targeting $12M-$12.9M quarterly revenue sensitivity at 35% gross margin

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Vestis forecasts $160M-$170M fiscal 2026 free cash flow while outlining network “quadrant” focus for 2027

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Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B

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Ncmi outlines Captivate deal financing with ~3.9x net leverage at close and pauses dividend

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Taysha outlines REVEAL 6-month interim analysis and FDA feedback in H1 2027 while targeting PPQ completion in Q4 2026

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Snail outlines Q3 2026 recognition of approximately $11M of deferred revenue as July ARK DLC launches shift into second half

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Mobile Infrastructure reaffirms 2026 guidance of $35M-$38M revenue while reviewing Bombe take-private proposal

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Evolv expects $180M-$185M 2026 revenue as it targets over 10,000 deployed units

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Pixelworks expects cash operating expenses below $2.5M per quarter in 2026 while adding a new multiyear device certification deal

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RideNow signals continued 2026 adjusted EBITDA and free cash flow focus as refinancing nears completion

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CoreWeave expects $12.4B-$13.2B of 2026 revenue while raising year-end active power target to more than 1.85 GW

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CAVA reiterates FY2026 outlook for 4.5%-6.5% same-restaurant sales amid food safety-related volatility

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Astronics forecasts $1.02B-$1.04B revenue for 2026 as Q3 sales expected at $265M-$275M

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Big Sky Industrial targets March 2027 first gas as it outlines $130M 45Q credit value and Phase 2 sizing of 2x to 3x

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Inuvo outlines path to IntentKey cash neutrality in the mid-20s range in 2027 amid $13M financing

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Owlet reaffirms $118M-$122M 2026 revenue outlook while raising adjusted EBITDA to $10.75M-$12.75M

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IPM targets positive adjusted EBITDA in Q4 as supply chain delays shift revenue into future quarters

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Codexis outlines $72M-$76M 2026 revenue as it plans ~$25M GMP facility build-out

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H&R Block outlines fiscal 2027 outlook of $4.11B-$4.16B revenue and $6.04-$6.24 adjusted EPS while expanding consultative model

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Quantinuum projects $28M-$32M 2026 revenue as Oracle deploys Helios on OCI

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U.S. Energy Secretary Wright claims Persian Gulf oil exports near pre-war levels

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I-80 Gold targets 150,000–200,000 oz in 2028 as Lone Tree first gold remains set for end-2027

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Absci anticipates ABS-201 interim proof of concept data in 2H 2026, while guiding cash runway into 2H 2028

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ESS outlines Bridge rollout toward end of 2026, as Juniper LOI targets 500 MWh+ by 2032

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GrowGeneration expects $2M-$3M in 2026 adjusted EBITDA while guiding Q3 revenue of $44M-$46M

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NextNav outlines debt-free balance sheet with ~$300M available liquidity as FCC process advances

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SINTX expects $900K-$1.1M Q3 revenue and $1.0M-$1.3M Q4 as it executes $3.2M+ purchase orders

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Seer reaffirms $16M-$18M 2026 revenue guidance while highlighting patents, AI-driven proteomics and buybacks

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Intrusion targets profitability in 2027 as VigilAigent adds approximately $3.5M of annual recurring revenue

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