The Tip Desk

Mid-Caps — page 6

Lennar Cuts 2026 Delivery Target After Orders Slow

The homebuilder now expects 80,000 to 81,000 deliveries in 2026 after third-quarter orders fell 9% to 20,879 homes.
Earnings · September 17, 2026

Torrid Quantifies China Exit as Tariff Refund Uncertainty Spreads

Torrid Holdings disclosed a concrete drop in Chinese sourcing while Oxford Industries and V F Corp flagged new uncertainty over whether tariff refunds owed to them will ever arrive.
Theme Survey · September 15, 2026

Corcept Flags Direct Revenue Hit as IRA Pricing Rules Widen

Corcept Therapeutics told investors the Inflation Reduction Act's inflation rebates may materially cut its revenue and profits in 2026 and beyond, one of the sharpest company-specific warnings in a filing season otherwise dominated by boilerplate recitations of the same 2022 law.
Theme Survey · September 15, 2026

Crane Company to Buy U.S. Pump Business for $240 Million

The industrial manufacturer said the Floway, Wemco, Roto-Jet and WSP brands will strengthen its Process Flow Technologies segment.
Deals · September 15, 2026

Buybacks Diverge Across Retail and Chip Names

American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.
Filing Trends · September 14, 2026

GameStop Insiders Bought $21.7 Million of Stock

Four GameStop insiders added 1.07 million shares in a week, the largest cluster of the period.
Insider Signal · September 11, 2026

Modine to Combine Performance Technologies With Gentherm

The Reverse Morris Trust deal is expected to close October 1, 2026, creating a scaled thermal-management company with Modine shareholders owning 40%.
Deals · September 11, 2026

Copart to Buy ACV in $1.9 Billion Cash Deal

The online vehicle-auction operator will pay $10.50 a share to add a digital dealer-to-dealer wholesale platform and close by year-end 2026.
Deals · September 11, 2026

Alcoa to Buy South32 Assets in $4.1 Billion Deal

The aluminum producer will take Worsley Alumina, Hillside Aluminum and Brazil operations for $3.1 billion in cash plus about 17 million shares.
Deals · September 10, 2026

SailPoint ARR Growth Slows to 25% After Two Faster Quarters

The identity-security vendor posted $1.231 billion of annual recurring revenue and $309 million of quarterly sales as remaining performance obligation reached $1.9 billion.
Earnings · September 9, 2026

Chewy Raises Full-Year Outlook After Strong Quarter

Net sales reached $3.33 billion, up 7.3%, and adjusted EBITDA margin hit 6.8% as Chewy lifted its full-year revenue and profitability outlook.
Earnings · September 9, 2026

Circle to Acquire Tazapay to Expand USDC Payouts

The stablecoin issuer said the deal will add 60-plus banking and fintech partners and 100-plus payout markets to its ecosystem.
Deals · September 9, 2026

Chime to Buy Stride Bank in $590 Million Cash Deal

The digital bank said the national charter and Stride’s infrastructure will underpin an end-to-end platform built for the AI era.
Deals · September 9, 2026

ServiceTitan Raises Fiscal 2027 Profit Outlook

The trades software company lifted full-year non-GAAP operating income to $152 million–$154 million after $50.5 million of second-quarter free cash flow.
Earnings · September 8, 2026

Retailers and Software Firms Split on Buybacks

Abercrombie and Snowflake spent billions on repurchases while Best Buy, Dillard's, and Victoria's Secret paused or slowed.
Filing Trends · September 7, 2026

SEC Pressed Stanley Black & Decker on Non-GAAP Charge Labels

Stanley Black & Decker revised how it describes and discloses years of supply-chain restructuring costs after SEC staff repeatedly challenged which charges belonged outside GAAP earnings.
SEC Correspondence Focus · September 7, 2026

SEC Pressed Cooper Companies on Non-GAAP Gross Profit, Tax Adjustment

A year-long comment-letter dialogue pushed Cooper Companies to defend and eventually narrow its non-GAAP presentations while adding new segment and disclosure detail.
SEC Correspondence Focus · September 6, 2026

SEC Presses Coeur Mining on Non-GAAP Adjustments at Rochester, Las

Staff pushed Coeur Mining through months of comment letters over inventory-related add-backs to Adjusted EBITDA, forcing new disclosure but no retreat on the underlying adjustments.
SEC Correspondence Focus · September 6, 2026

Lululemon Cuts Full-Year Sales Outlook to $10.35 Billion

The athletic-apparel maker now expects fiscal 2026 net revenue of $10.350 billion to $10.500 billion, a 5% to 7% decline.
Earnings · September 4, 2026

Guidewire Revenue Growth Slowed to 15% in Fourth Quarter

The insurance-software platform posted $411.1 million of fourth-quarter revenue and guided first-quarter fiscal 2027 sales to $372 million to $378 million.
Earnings · September 4, 2026

Docusign Lifts Fiscal 2027 Revenue Outlook to $3.5 Billion

The agreement-software company guided annual recurring revenue growth to 8.50%–9.00% and said IAM would reach 18%–19% of ARR by year-end.
Earnings · September 4, 2026

Planet's Growth Accelerates to 58% on Record Sales

Second-quarter revenue reached a record $116.1 million as adjusted EBITDA swung to $13.9 million of profit.
Earnings · September 3, 2026

Samsara Extends Third Quarter of 30% ARR Growth

Revenue reached $508.4 million as annual recurring revenue crossed $2.1 billion and GAAP earnings held for a fourth straight quarter.
Earnings · September 3, 2026

Campbell's Cuts Dividend 36% and Targets $500 Million in Savings

The company reset the quarterly dividend to $0.25 a share and launched a fiscal 2030 cost program after a $117 million trademark impairment and a swing to a $0.23 a share loss.
Earnings · September 3, 2026

Brown-Forman Organic Sales Turn Down 1% After Growth

The spirits maker posted $911 million in first-quarter net sales and reaffirmed a plan for roughly flat organic revenue in fiscal 2027.
Earnings · September 3, 2026

Argan Revenue Growth Accelerates to 61.5% at $384 Million

The power and industrial construction firm posted record net income of $53.3 million, or $3.76 a share, in the quarter ended July 31, 2026.
Earnings · September 3, 2026

Skyworks to Close Qorvo Combination Within Calendar Year

The analog and mixed-signal semiconductor maker said regulatory approvals are progressing and it is preparing to close as early as within the fiscal year.
Deals · September 3, 2026

MongoDB Revenue Growth Accelerates To 30% At $771.8 Million

The database company posted $40.9 million of GAAP net income, or $0.50 a share, and raised full-year fiscal 2027 revenue guidance.
Earnings · September 2, 2026

Five Below Raises Fiscal 2026 Sales and Earnings Outlook

The value retailer lifted full-year net sales to as much as $5.71 billion after a 14.1% comparable-sales gain in the quarter ended August 1, 2026.
Earnings · September 2, 2026

Graco to Buy Valco Melton in $447 Million Cash Deal

The fluid-handling equipment maker said the purchase adds precision adhesive dispensing and vision-based quality-assurance systems to its Industrial division.
Deals · September 2, 2026