The Tip Desk

Micro-Caps — page 2

GigCapital7 proposed charter changes on shareholder lawsuits

GigCapital7 proposed alternative courts for shareholder claims after SEC staff questioned whether its charter could prevent some federal securities suits altogether.
SEC Correspondence Focus · October 30, 2026

Energy Sector: Pipeline Enters Service, LNG Starts Production

Energy companies reported gas infrastructure milestones and higher throughput, alongside uneven production trends and explicit geopolitical warnings.
Theme Survey · October 29, 2026

Cybersecurity Incidents: Named Events, Wider Legal Exposure

Companies cited midyear cybersecurity incidents and broadened litigation warnings as reporting obligations remained a source of uncertainty.
Theme Survey · October 29, 2026

Virginia National's Net Interest Margin Widens Further

Net interest income rose 11.2% to $14.5 million as the fully tax-equivalent margin reached 3.73% and net income was $6.6 million, or $1.20 a share.
Earnings · October 29, 2026

Strattec's Adjusted EBITDA Margin Rebounds to 9.2%

Net sales were $147.2 million in the first quarter ended September 27, 2026, as the company posted $10.8 million of operating cash flow and $111.8 million of cash with no debt.
Earnings · October 29, 2026

Rhinebeck's Net Interest Income Growth Accelerates

Net interest income rose 8.1% to $13.0 million in the third quarter as the July conversion lifted equity to $220.8 million.
Earnings · October 29, 2026

Pagaya Lifts 2026 Net Income Outlook After Record Quarter

GAAP net income attributable to Pagaya shareholders reached a record $50 million in the third quarter, and the company raised its full-year 2026 GAAP net income range to $162 million–$182 million.
Earnings · October 29, 2026

Ranpak's Third-Quarter Revenue Growth Cools After a Strong Second Quarter

Net revenue rose 2.3% to $101.9 million as automation equipment sales, wrapping and paper price-or-mix contributed to growth while paper-consumable volume fell 2.5%.
Earnings · October 29, 2026

Medallion's Credit Provision Jumps as Originations Cool

Net income attributable to stockholders fell to $2.4 million, or $0.10 a share, as the credit loss provision rose to $30.8 million.
Earnings · October 29, 2026

Isabella Bank Extends Margin Expansion to Record Profit

Net interest margin reached 3.71% in the third quarter as net income hit a record $6.6 million, or $0.86 a share.
Earnings · October 29, 2026

First Internet's Fourth-Quarter Earnings Outlook Reaches $1.07

Third-quarter revenue hit a record $43.9 million and FTE net interest margin expanded 8 bps to 2.55%.
Earnings · October 29, 2026

Immuneering Extends Pancreatic Phase 2 Follow-Up

Cash, cash equivalents and marketable securities were $166.1 million at September 30, 2026, and the company now expects a runway into the fourth quarter of 2028.
Earnings · October 29, 2026

Escalade Sales Slip as Third-Quarter Profit Rises

Net sales fell 3.2% to $65.6 million while net income rose to $6.7 million, or $0.48 a share, after a 123-basis-point gross-margin expansion.
Earnings · October 29, 2026

Civeo Lifts 2026 Outlook After Canadian Lodge Occupancy

Third-quarter revenue reached $193.1 million, up 13% from a year earlier, as the hospitality provider raised full-year revenue guidance to $710 million to $720 million.
Earnings · October 29, 2026

BCB Bancorp Posts $132.5 Million Loss After Credit Overhaul

A $115.0 million credit-loss provision and a $59.9 million deferred-tax valuation allowance produced a $6.92-a-share loss as the bank sold $204.3 million of problem loans.
Earnings · October 29, 2026

Atomera Narrows Loss and Adds Third GAA Customer

The semiconductor materials licensor posted a $6.0 million net loss, or $0.15 a share, in the third quarter ended Sept. 30, 2026, and recorded no revenue.
Earnings · October 29, 2026

Asure Raises 2026 Outlook After Slowdown in Sales Growth

Third-quarter revenue was $40.0 million, up 10% from a year earlier, as the HCM software maker swung to $0.5 million of operating income.
Earnings · October 29, 2026

Francisco Partners Completes $650 Million Weave Take-Private

The all-cash purchase prices the healthcare-communications company at $7.40 a share and positions Weave to accelerate investment in its AI-powered platform.
Deals · October 29, 2026

TUDRIQEV Prescriptions Start; Nautilus Opens Voyager Access

Replimune reported early-October commercial availability of TUDRIQEV with institutional formulary and prescription activity, while Nautilus Biotechnology launched an Early Access Program for the Nautilus Voyager platform.
Product Launch Watch · October 28, 2026

Vanda Updates 2026 Revenue Outlook After Third-Quarter Sales

Third-quarter net product sales reached $69.8 million, up 24% from a year earlier, as the company updated its full-year 2026 outlook to greater than $240 million.
Earnings · October 28, 2026

Spok Reiterates 2026 Outlook After License Sale

Third-quarter net income was $9.7 million, including a gain on narrowband licenses, as cash reached $30.1 million.
Earnings · October 28, 2026

Seacor Marine Direct Vessel Profit Rebounds After Fleet Sales

Direct vessel profit reached $18.9 million in the third quarter as utilization and day rates rose, even as the company reported a $9.5 million net loss.
Earnings · October 28, 2026

Regional Management Rebounds From Second-Quarter Earnings Drop

The consumer lender posted record revenue of $178.8 million and net income of $15.1 million, or $1.61 a share, as bank-partnership fees and a lower credit-loss rate lifted the quarter.
Earnings · October 28, 2026

One Stop Systems Raises 2026 Growth Outlook to About 40%

Third-quarter revenue from continuing operations was $12.6 million, up 35.9% from a year earlier, as the company lifted full-year growth guidance from 25% to 30%.
Earnings · October 28, 2026

Orion Reverses Second-Quarter Loss With $5.5 Million Profit

Third-quarter revenue reached $256.2 million as year-over-year growth accelerated to 14% and the company reiterated 2026 guidance.
Earnings · October 28, 2026

NN Third-Quarter 2026 Sales Rise 26.2%

Third-quarter sales reached $131.1 million, up 26.2%, as the company forecast 2026 net sales of $480 million to $500 million.
Earnings · October 28, 2026

NewtekOne Holds 2026 Guidance After EPS Halves

Basic and diluted EPS were $0.34 a share in the third quarter as net interest income reached $19 million and 2026 guidance of $1.70-$1.80 was maintained.
Earnings · October 28, 2026

KREF Loan Write-Offs Widen Distributable Loss

The REIT booked a $155.9 million realized loss on loan write-offs in the third quarter, producing a distributable loss of $152.0 million, or $2.64 a share.
Earnings · October 28, 2026

John Marshall's Net Interest Margin Expansion Ends

Net interest margin fell 8 bps to 2.91% after nine straight quarters of expansion, while net income reached $7.5 million, the ninth consecutive quarterly increase.
Earnings · October 28, 2026

Hudson's Volume Streak Ends as HFC Prices Fall

Third-quarter revenue was $59.4 million as volume fell 9% and pricing dropped 17%, with net income of $2.0 million, or $0.05 a share.
Earnings · October 28, 2026