Small-Caps — page 2
Buybacks Diverge Across Retail and Chip Names
American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.
Macy’s Lifts Full-Year Sales and Earnings Outlook
The retailer raised 2026 comparable-sales guidance to 1.0%–1.5% after a fifth straight quarter of gains.
ConnectOne Bancorp to Buy First Community Bank for $1.05 Billion
The Southeast regional lender will pay $10.50 a share in cash and stock, a 25% premium to First Community’s September 9 close.
Axogen to Buy BioCircuit Technologies in $200 Million Cash Deal
The peripheral-nerve-repair company said the purchase of NerveTape, the first FDA-approved sutureless repair device, will broaden its addressable market.
NorthWestern Energy to Merge with Black Hills in All-Stock Deal
The combination of two Midwest utilities is structured as a merger of equals that would create a parent named Bright Horizon Energy.
Centerspace to Merge With Independence Realty Trust in $8.1 Billion Deal
The all-stock combination of two middle-market apartment REITs is expected to be about 5% accretive to 2027 Core FFO per share on a leverage-neutral basis.
Braze Revenue Growth Slowed to 26% From 30%
The customer-engagement platform posted $227.2 million of sales and $22.0 million of non-GAAP operating income in the fiscal second quarter.
Worthington Steel to Close Kloeckner Deal by January 2027
The metals processor said it is combining with Kloeckner to realize opportunities ahead in the metals-processing business.
WaFd to Buy EverBank Financial in $3.9 Billion Stock Deal
The Seattle-based lender said the all-stock combination is expected to be significantly accretive to earnings per share in 2027.
Solaris Energy Infrastructure to Buy Omega Foundation Services
The Houston power-infrastructure company said the deal adds specialized EPC and heavy civil construction to its full-cycle offering.
Franklin Electric Completes $350 Million Cat Pumps Deal
The pump maker closed a mixed cash-and-stock purchase that adds high-pressure technology and an industry-leading brand to its commercial and industrial flow control platform.
Sonida's Labor Costs Jump 26.6% as Wage Language Spreads
Sonida Senior Living put a dollar figure on labor inflation that most peers still describe only in hedged, forward-looking terms.
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.
SoundHound AI to Acquire LivePerson in All-Stock Deal
The voice-AI company said the combination pairs its agentic voice platform with LivePerson’s digital messaging to create an end-to-end omnichannel engagement stack.
PVH Non-GAAP Operating Margin Reaches 11.1%
The apparel company posted second-quarter non-GAAP earnings of $3.70 a share, above its $3.00 to $3.10 outlook.
Ollie's Comparable Sales Turned Negative 1.8%
The off-price retailer posted $1.42 a share and cut full-year sales guidance to $2.928 billion to $2.941 billion.
Hope Bancorp to Close SMBC MANUBANK Unit Purchase
The regional lender said the all-cash asset purchase of the commercial banking unit is expected to close early in the fourth quarter of 2026.
GitLab Revenue Growth Slowed to 21% at $286.3 Million
The DevSecOps platform guided third-quarter revenue to $281 million to $283 million, below the $286.3 million it reported for the quarter ended July 31.
Albany International Raises Third-Quarter Adjusted Earnings Outlook to $1.50
The materials science maker lifted third-quarter adjusted EPS guidance to a range of $1.40 to $1.50 after reversing a CH-53K loss reserve.
United Community Banks Completes $2.0 Billion Navitas Sale
The Southeastern lender closed the all-cash sale of its equipment finance unit to Wafra funds, sharpening its focus on relationship banking.
Korn Ferry to Buy AMS in $1.1 Billion Cash-and-Stock Deal
The global consulting firm will fold AMS’s recruitment and early-careers franchises into a combined talent and organizational practice.
SOCAR to Buy Haynesville Interests From Comstock for $1.65 Billion
The Azerbaijan state oil company will take non-operated stakes in Comstock’s Legacy and Western Haynesville assets plus a slice of Pinnacle Gas Services, with a reversion that trims its Western interest after a 15% return.
Sonic Automotive's BEV Margin Drag Narrows as Hybrids Outpace EVs
Auto retailer, supplier and utility disclosures this window trace a widening gap between hybrid and battery-electric demand even as California's zero-emission car share kept climbing.
Helen of Troy's Order Cuts Sharpen Consumer Trade-Down Story
Helen of Troy disclosed a realized drop in retailer replenishment orders tied to softer demand, while Petco, Oxford Industries and Zumiez detailed how price sensitivity and trade-down behavior are reshaping category and promotional dynamics.
Credo Flags 'Bubble' Talk as AI Capex Language Splits Filings
Credo Technology became the first company in the group to name market 'bubble' concerns around AI infrastructure spending, as peers diverged between warning on capex sustainability and doubling down on buildout risk.
SAIC Lifts Fiscal 2027 Revenue Outlook to $7.3 Billion
The mission integrator posted $1.88 billion of second-quarter sales, up 6.3% from a year earlier, and raised full-year targets after a slower first quarter.
Tidewater Closes $500 Million Wilson Sons Ultratug Deal
The offshore vessel operator completed its all-cash purchase of 22 platform supply vessels, adding Brazilian-built tonnage to a pro forma fleet of 213 OSVs.
Construction Partners to Buy Asphalt Express in Asset Deal
The vertically integrated civil infrastructure company said the purchase adds liquid asphalt supply and transportation in Oklahoma and North Texas.
Americold to Form $1.3 Billion Cold Storage Joint Venture With EQT
The temperature-controlled logistics REIT will contribute 12 U.S. warehouses and retain a 30% stake as EQT’s fund takes 70%.
Walmart and TJX Buy Back More Stock
Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.