The Tip Desk

Micro-Caps — page 10

Perspective Targets Year-End Phase 3 Start for VMT-α-NET

Cash, cash equivalents, and short-term investments were about $237 million as of June 30, 2026, a level the company said should fund planned clinical milestones into late 2027.
Earnings · August 10, 2026

BRT Agrees To Buy Bradenton Apartments For About $80 Million

Combined portfolio NOI was $15.2 million in the second quarter, with FFO and AFFO unchanged at $0.29 and $0.36 a share.
Deals · August 10, 2026

AirSculpt Cuts 2026 Adjusted EBITDA Outlook

Adjusted EBITDA was $4.9 million in the second quarter as same-center sales stayed stable and the company lowered its profit range to about $12 million to $14 million.
Earnings · August 10, 2026

Teledyne to Buy Varex Imaging in $1.1 Billion All-Cash Deal

The transaction would add complementary X-ray technologies to Teledyne’s portfolio and support faster development of advanced imaging products.
Deals · August 10, 2026

Safe Harbor to Buy MarineMax in $1.5 Billion All-Cash Deal

Blackstone-backed Safe Harbor Marinas agreed to take the yacht retailer and marina operator private at a 96% premium, capping a competitive strategic review of the company's future.
Deals · August 10, 2026

Insiders Buy Into Boston Scientific Restructuring

Three Boston Scientific executives added $9.3 million in shares as the company accelerates cost reduction initiatives.
Insider Signal · August 7, 2026

Treace Lifts 2026 Sales Floor After Narrower Revenue Drop

Second-quarter sales were $45.4 million, a 4% year-over-year decline that improved from the first quarter’s 10% drop.
Earnings · August 7, 2026

Tredegar Extrusions Profit Recovers After a First-Quarter Dip

Aluminum Extrusions EBITDA from ongoing operations reached $14.5 million in the second quarter, and the company said a $4.9 million FIFO aluminum benefit that lifted the year-over-year comparison is expected to be substantially neutralized in the third quarter.
Earnings · August 7, 2026

Embecta Raises Profit Outlook After Rebound From March Slump

Embecta raised its adjusted earnings forecast to $1.80 to $1.90 a share for fiscal 2026 while holding its reported revenue guidance steady.
Earnings · August 7, 2026

Artesian's Wastewater Mix Widens as Water Growth Cools

Second-quarter revenue reached $30.7 million as other utility operating revenue rose 16.0% and water sales rose 5.8%.
Earnings · August 7, 2026

Dream Finders to Buy Beazer Homes in $2.2 Billion All-Cash Deal

The agreement caps a three-month public campaign by Dream Finders and creates the nation's sixth-largest homebuilder with more than $100 million in expected annual cost synergies.
Deals · August 7, 2026

Dream Finders Homes to Buy Beazer Homes in $2.2 Billion Cash Deal

The acquisition will create the sixth-largest U.S. homebuilder by revenue, with Dream Finders targeting double-digit EPS accretion in the first full year.
Deals · August 7, 2026

ARKO to Buy U.S. Petroleum Partners Business for $205 Million

The transaction would broaden ARKO Petroleum’s platform and accelerate the growth strategy set at its initial public offering.
Deals · August 7, 2026

Loan Stress Moves Into Foreclosures

Credit stress intensified across four US lenders and finance companies as higher rates pushed concentrated loan problems from modification into foreclosure and charge-off activity.
Filing Trends · August 7, 2026

Small Caps Leverage Pricing Power Amidst Input Volatility

Smaller companies are successfully raising prices and subscription fees to offset rising costs and shifting consumer behavior.
Small-Cap Signal · August 6, 2026

Zentalis Completes DENALI Enrollment, Pushes Readout to 2027

Cash, cash equivalents and marketable securities stood at $174.6 million as of June 30, 2026, which the company said funds operations into late 2027.
Earnings · August 6, 2026

Whitehawk Extends Cash Runway Into Second Half of 2028

Cash, cash equivalents and short-term investments reached $190.0 million after an $87.5 million May private placement, and the company said that balance is anticipated to fund operations into 2H 2028.
Earnings · August 6, 2026

Voyager’s Alzheimer’s Gene Therapy Cleared For Human Testing

Voyager ended June with $148.8 million in liquid resources and said it expects two Alzheimer’s development milestones in the fourth quarter.
Earnings · August 6, 2026

TechTarget Reverses First-Quarter Growth and Restates 2026 Targets

Second-quarter revenue was $116.1 million, down 3.2% from a year earlier, after a 2.1% year-over-year increase in the first quarter.
Earnings · August 6, 2026

TriSalus Restores Sequential Revenue After Expansion Dip

TriNav sales reached $11.4 million in the second quarter as the company kept 2026 guidance at $54 million to $57 million.
Earnings · August 6, 2026

BlackRock TCP Capital Sells $523 Million Portfolio Stake

The sale is expected to cut net leverage to about 0.4x and trim NAV by $0.68 a share.
Deals · August 6, 2026

Silvaco Posts First Non-GAAP Operating Profit in Two Years

Second-quarter revenue of $17.8 million rose 48% after 26% growth in the first quarter, and non-GAAP operating income reached $0.6 million.
Earnings · August 6, 2026

SIGA Completes 19C Stockpile Deliveries After Quiet Quarters

The smallpox-drug maker booked $41.0 million of revenue and $12.5 million of net income in the three months ended June 30, 2026, after two consecutive quarters of losses.
Earnings · August 6, 2026

Runway Growth Restores Net Investment Income After SWK Close

Net investment income was $18.2 million, or $0.43 a share, as the specialty finance company closed the SWK Holdings deal and lifted the portfolio to $1.2 billion.
Earnings · August 6, 2026

BRC Group's Core Operating Profit Reaches Highest Since Late 2023

Operating Adjusted EBITDA was $66.0 million in the second quarter as net income available to common shareholders was $18.5 million.
Earnings · August 6, 2026

AVITA Medical Raises 2026 Guidance After Record Quarter

Second-quarter revenue hit a record $21.7 million, up 18% from a year earlier, and the company lifted its full-year range to $86 million to $89 million.
Earnings · August 6, 2026

Ready Capital’s Distributable Loss Narrowed After First-Quarter Widening

Ready Capital reported a distributable loss of $0.47 a share for the June quarter while keeping its focus on fourth-quarter debt maturities.
Earnings · August 6, 2026

CPI Card Group Lifts 2026 Revenue and Cash-Flow Outlook

Second-quarter revenue rose 15% to $149.2 million as the company raised 2026 free-cash-flow guidance to $45 million–$50 million.
Earnings · August 6, 2026

Palladyne AI Reiterates 2026 Guidance After Record Quarter

Second-quarter revenue reached $5.8 million, and the company kept its $24 million to $27 million full-year outlook intact.
Earnings · August 6, 2026

Lifetime Brands Raises 2026 Earnings Outlook After Tariff Refunds

The home-products marketer booked a $40.1 million tariff refund, swung to $19.6 million of net income, or $0.87 a share, and lifted full-year profit guidance.
Earnings · August 6, 2026