The Tip Desk

Mid-Caps — page 11

Super Micro Launches $7 Billion Raise as AI Orders Hit $39 Billion

The server maker's fiscal third-quarter sales more than doubled year-over-year to $10.2 billion, though they fell 19.5% sequentially from the prior quarter's peak.
Earnings · June 12, 2026

Service Corp Profit Growth Slows as Volumes Decline

The death-care provider’s adjusted earnings per share rose just 1% in the latest quarter, down from 8% growth in the prior period.
Earnings · June 12, 2026

Flutter Lowers Full-Year Guidance as US Sportsbook Profits Dip

Group revenue rose 17% to $4.304 billion in the first quarter.
Earnings · June 12, 2026

Western Midstream to Buy Brazos Delaware II in $1.6 Billion Mixed Deal

The acquisition expands the partnership's gathering and processing footprint in the Delaware Basin while maintaining a target net leverage of 3.0x.
Deals · June 12, 2026

Small-Cap Signal: Tariffs and Middle East Conflict Hit Margins While Industrial Demand Stays Strong

Smaller companies report robust order books in industrial and infrastructure markets, but tariffs are compressing margins and the Iran conflict is disrupting European consumer spending.
Small-Cap Signal · June 11, 2026

Capital Recycling and Credit Divergence

Insurance and real estate firms are aggressively restructuring debt and portfolios while subprime lenders show a widening gap in credit quality.
Financials Signal · June 11, 2026

Chewy expands margins as sales growth slows

The online pet-supplies retailer reported a net margin of 2.8% for the first quarter.
Earnings · June 10, 2026

Credit Acceptance Earnings Jump 83% on Loan Growth

The auto-finance lender posted $36.38 a share in 2025, reversing two years of declines.
Earnings · June 10, 2026

Tech and Retail Firms Accelerate Share Buybacks, Deploying Billions in Capital Return

Six companies across the technology and retail sectors have significantly intensified their share repurchase programs, authorizing and executing billions in buybacks.
Filing Trends · June 10, 2026

Sterling Infrastructure revenue doubles on infrastructure push

The civil-construction company posted first-quarter adjusted earnings of $3.59 a share, up 120% from a year earlier.
Earnings · June 9, 2026

Smucker Swings to 20% Profit Growth as Frozen Handhelds and Pet Food Surge

The food maker's adjusted earnings per share reached $2.77 in the fiscal fourth quarter, rebounding from three consecutive quarters of double-digit declines.
Earnings · June 9, 2026

Invesco AUM Rises to $2.45 Trillion on ETF Gains

Total assets under management increased 4.9% month-over-month to $2,453.9 billion as of May 31, 2026.
Earnings · June 9, 2026

Hubbell lifts guidance after $3 billion acquisition

The electrical-products maker raised its full-year earnings forecast to $19.30-$19.85 a share.
Earnings · June 9, 2026

Applied Digital Closes Cloud Spinoff, Secures $550 Million Credit Line

The data-center operator completed the ChronoScale separation and arranged a new revolving facility as it narrows its capital plan to a single Polaris Forge building.
Earnings · June 9, 2026

Hubbell Completes $3 Billion Acquisition of NSI Industries

The deal expands Hubbell’s Electrical Solutions portfolio with complementary products for industrial, datacenter and network infrastructure markets.
Deals · June 9, 2026

Across 17 Filers, Credit and Rates Dominate the Conversation

Eleven of the 17 companies reporting this week, spanning six industries, centered their economic commentary on the cost and availability of credit rather than demand or pricing.
Economy Survey · June 8, 2026

Ionis revenue doubles on drug sales, partnership windfall

The biotech raised full-year guidance after commercial revenue rose 42% and R&D revenue more than doubled.
Earnings · June 8, 2026

Campbell’s profit slump deepens on weak soup demand

Adjusted earnings per share fell 32% to $0.50 in the latest quarter.
Earnings · June 8, 2026

Hubbell to Buy NSI Industries in $3 Billion Cash Deal

The acquisition bolsters Hubbell’s Electrical Solutions portfolio with complementary products for industrial, datacenter and network infrastructure markets.
Deals · June 8, 2026

Concentrated Conviction in Specialty Finance and Biotech

A surge of insider clusters across banking and therapeutics reveals targeted open-market buying.
Insider Signal · June 5, 2026

Bitmine Slows Ethereum Buying as Price Drop Erodes Treasury Value

The company's total crypto and cash holdings fell to $11.6 billion from $13.4 billion in three weeks as ETH prices declined 15%.
Earnings · June 5, 2026

Industrial Demand Diverges as Consumer Softness Hits Apparel

Smaller companies report a sharp split between resilient professional equipment demand and a slump in consumer-facing sectors and global trade.
Small-Cap Signal · June 4, 2026

QXO Prices Debt Sale for TopBuild Deal

The building-products distributor set 6.500% and 6.875% coupons on notes due in 2031 and 2034.
Earnings · June 4, 2026

QXO doubles revenue with TopBuild deal closing

The combined company now expects over $18 billion in annual sales and $2 billion in adjusted EBITDA.
Earnings · June 4, 2026

Planet Labs revenue accelerates as backlog exceeds $900 million

The satellite imaging company reported record first-quarter revenue of $94.2 million.
Earnings · June 4, 2026

Planet Labs Raises Revenue Guidance as Quarterly Sales Hit Record

The satellite imaging company raised its full-year revenue outlook to as much as $441 million following a record first quarter.
Earnings · June 4, 2026

Lululemon profit plunges as North America slumps

Earnings per share fell 35% to $1.69 in the latest quarter as gross margin compressed 410 basis points.
Earnings · June 4, 2026

Lululemon posts first revenue decline in five years

The athletic-apparel retailer’s earnings per share fell 35% to $1.69 in the latest quarter.
Earnings · June 4, 2026

Knight-Swift Profit Plunges 68% on Claims, Weather Hit

The trucking and logistics company reported adjusted earnings of $0.09 a share, down from $0.28 a year earlier, after a string of one-time charges eroded first-quarter results.
Earnings · June 4, 2026

Guidewire Software lifts revenue outlook on subscription strength

The property-casualty insurance software provider raised its full-year revenue guidance to as much as $1.47 billion.
Earnings · June 4, 2026