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Sei-network:native raises full-year outlook and projects Q127 $200-240 million EBIDTA, Matthew Sigel notes

Sei-network:native raises full-year outlook and projects Q127 $200-240 million EBIDTA, Matthew Sigel notes
Sei-network:native raises guidance, outlook up

Matthew Sigel reports that sei-network:native has pre-announced positive expectations for both Q3 and Q4 and has raised its full-year guidance. The company now projects Q127 EBITDA between $200 million and $240 million, compared to a consensus of $137 million.

Shares of sei-network:native rose 6% following the updated outlook.

Earlier this year, CRWV increased its full-year revenue guidance by $400 million following strong bookings and inflecting margins, according to a report by Matthew Sigel (link). Sigel has also forecast fiscal 2028 AI chip revenue to double to $230 billion on robust data center demand (link). These prior updates reflect continued positive outlooks across sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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