Super Micro outlines $36B revenue target for 2026 amid AI demand surge and DCBBS expansion

Seeking Alpha - Tue, 11/04/2025 - 21:07

Clover Health outlines 33% membership growth outlook and targets adjusted EBITDA expansion amid utilization headwinds

Seeking Alpha - Tue, 11/04/2025 - 21:06

IREN's AI Takeover Begins

Seeking Alpha - Tue, 11/04/2025 - 21:01

InnovAge reaffirms $900M-$950M revenue and $56M-$65M adjusted EBITDA guidance for fiscal 2026 while highlighting leadership transitions

Seeking Alpha - Tue, 11/04/2025 - 20:57

Grocery Outlet outlines 150-store refresh rollout for 2026 amid comp acceleration plans

Seeking Alpha - Tue, 11/04/2025 - 20:57

Allegiant raises 2025 EPS guidance above $4.35 and targets 20% MAX ASM share in 2026 with margin expansion

Seeking Alpha - Tue, 11/04/2025 - 20:57

Financial Markets Report For Wednesday, Nov 4

TalkMarkets - Tue, 11/04/2025 - 20:50
In this video, Ira Epstein discusses the current state of the financial markets as of November 4th, 2025, focusing on significant political and economic events.

Ryman Hospitality targets 8% group rooms revenue growth for 2026 as corporate demand strengthens

Seeking Alpha - Tue, 11/04/2025 - 20:47

Personalis narrows 2025 revenue outlook to $68M-$73M amid biopharma project delays and rapid clinical test growth

Seeking Alpha - Tue, 11/04/2025 - 20:47

Lumentum expects $650M Q2 revenue milestone, advances AI-driven optics growth

Seeking Alpha - Tue, 11/04/2025 - 20:47

Match Group outlines $90M in 2026 payment savings and signals spring 2026 Tinder relaunch while advancing AI-driven product innovation

Seeking Alpha - Tue, 11/04/2025 - 20:47

CeriBell raises 2025 revenue guidance to $89M while targeting deeper hospital penetration and expanding pediatric market

Seeking Alpha - Tue, 11/04/2025 - 20:47

Comscore outlines flat 2025 revenue outlook while advancing cross-platform measurement and recapitalization

Seeking Alpha - Tue, 11/04/2025 - 20:46

Rivian reaffirms 2025 delivery guidance of 41,500–43,500 units amid strong R2 momentum

Seeking Alpha - Tue, 11/04/2025 - 20:46

Qualys outlines $665.8M–$667.8M 2025 revenue target as ETM adoption accelerates through channel and federal wins

Seeking Alpha - Tue, 11/04/2025 - 20:37

Procept BioRobotics outlines $410M–$430M 2026 revenue target while accelerating utilization initiatives

Seeking Alpha - Tue, 11/04/2025 - 20:36

The Selloff Everyone Missed

TalkMarkets - Tue, 11/04/2025 - 20:33
The market sold off today. Tech got hammered. The Nasdaq dropped nearly 2%. Chips fell by over 3%. Tesla (TSLA) gave back 5% after hitting its second-highest level in history yesterday.

Nuvalent: Interesting Product, But Aggressive Valuation

Seeking Alpha - Tue, 11/04/2025 - 20:28

Zeta Global outlines 21% organic revenue growth target for 2026 with Athena AI launch and Marigold acquisition pending

Seeking Alpha - Tue, 11/04/2025 - 20:26

Teradata raises non-GAAP EPS guidance to $2.38-$2.42 for FY25 as AI-fueled projects gain momentum

Seeking Alpha - Tue, 11/04/2025 - 20:26

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