Small-Caps — page 3
Proofpoint to Buy Varonis in $6.3 Billion Cash Deal
The combined platform is meant to protect against AI-accelerated threats and data risks as Proofpoint, a Thoma Bravo portfolio company, takes the data-security firm private.
Fortune Brands to Sell Fiberon Decking Assets
The home-products company said the Fiberon sale is part of active portfolio management to concentrate resources in its highest-return opportunities.
GTCR Consortium to Buy CCC Intelligent Solutions for $6.1 Billion
The SaaS and AI insurance platform will be taken private at $7.75 a share, a 44% premium to the last close before sale speculation, as GTCR and Elliott plan to fund AI and product expansion.
Biohaven Licenses MoDE Degraders to Ono for Asia
The biopharmaceutical company will receive up to $100 million in near-term payments and about 20% royalties as Ono takes exclusive rights to BHV-1300-led IgG degraders in Japan, South Korea, Taiwan and ASEAN.
Software Sector: SailPoint Adds AI ARR, Renewal Cautions Persist
SailPoint expanded its recurring-revenue definitions, and software providers retained explicit limits on those metrics and warnings about cloud adoption.
Quantum Computing: Deals Firm Up, Roadmap Risks Persist
Quantum companies advanced transaction and manufacturing plans, and Rigetti retained warnings that technological milestones may never be reached.
GLP-1 companies reshape access and detail treatment dropouts
Companies described changes to medication access and emphasized treatment persistence through discontinuation data, support programs and maintenance-dosing studies.
Drug Pricing and PBM Scrutiny: Medicare Rulemaking Gains Detail
Companies added proposed Medicare rulemaking and voluntary Medicaid rebates to their pricing disclosures, alongside continuing warnings about revenue and reimbursement.
Airlines and Travel Demand: Wheels Up Bookings Turn Lower
Wheels Up's booking growth turned negative, airlines retained strong-demand language, and Sabre reported conflict-related pressure on air bookings.
SM Energy Anticipates $207 Million Derivative Loss
The oil-and-gas producer said third-quarter realized oil averaged $85.76 a barrel before hedges, with gas at $2.48 a Mcf and NGLs at $29.40 a barrel.
Home BancShares Raises Dividend After Record Third-Quarter Profit
Net income hit a company record $129.5 million, or $0.65 a share, as the cash dividend rose to $0.23 a share.
Vir Biotechnology to License TCEs to Gilead for $135 Million
Gilead takes an exclusive development and commercialization license on three next-generation dual-masked T-cell engagers while Vir keeps its own oncology pipeline.
Liberty Global Sells Dutch Towers for €669 Million
EU Commission clearance of the VodafoneZiggo passive-tower sale is another step toward a mid-2027 Amsterdam listing of Ziggo Group.
Fermi to Lease 222 MW to TensorWave in $6.5 Billion Deal
A 15-year binding phase-one lease at Project Matador, with AMD credit support and two options to triple TensorWave's footprint.
DOJ extends review of Patrick’s all-stock LCI acquisition
Requests for additional information extend the antitrust waiting period for Patrick’s proposed acquisition of LCI.
This Week in Energy — October 8, 2026
Brent Europe spot price observations averaged 128.820 $/BBL over Oct. 2-6, 12.686 $/BBL above the prior week's available-observation mean; WTI Cushing's mean rose 1.211 $/BBL. U.S. crude stocks fell 3.186 million barrels. Devon agreed to sell Eagle Ford assets to Crescent; Cenovus agreed to acquire Athabasca Oil.
Northern Oil and Gas Lifts Third-Quarter Capital Spending
The non-operator booked $250.0 million to $253.0 million of third-quarter capital, up from $195.8 million in the second quarter, and said spending is expected toward the higher end of its 2026 range.
AZZ Raises Fiscal 2027 Outlook After Sales Growth Accelerates
Second-quarter sales reached a record $486.9 million, up 16.7% from a year earlier, and the company lifted full-year sales guidance to $1.825 billion to $1.875 billion.
SSR Mining to Buy Roxmore in $464 Million Cash Deal
The gold miner will pay C$6.75 a share for Converse, a multi-million-ounce resource next to Marigold, and expects more than $200 million in life-of-mine synergies.
Porch Group to Buy Allied Trust in Mixed $105 Million Deal
The purchase is expected to add about $200 million of Reciprocal written premium and $25 million of Adjusted EBITDA in the first full year after closing.
Insider Buying: Week Ending October 9, 2026
The week’s reported purchases, buying relative to company size, and persistent buying.
Delta and PepsiCo lower earnings outlooks as revenue rises
Constellation’s sales rebounded, Worthington Steel posted a loss, and drug developers disclosed research-related earnings charges.
Schneider Electric signs $22.6 billion cash deal for PTC
The PTC agreement carries a $23.7 billion enterprise value. Healthcare deals feature majority and minority stakes, cash purchases and sales-linked payments.
Aci Lifts 2026 Guidance as Software Demand Stays Positive
Aci Worldwide raised full-year revenue and adjusted EBITDA guidance after first-half results and pipeline strength, as demand and outlook comments stayed mostly positive.
Avient Names UPL Chief Mike Frank as President and CEO
The materials-solutions company kept 2026 adjusted EPS guidance at $3.10 to $3.25 after a second-quarter beat of $0.96.
Pebblebrook Hotel Trust to Sell Hotel Zags for $10.0 Million
The REIT said it will use proceeds for general corporate purposes, including opportunistic common or preferred share repurchases.
Magnolia debt falls faster after WildFire close
Magnolia Oil & Gas ended the third quarter with about $1.9 billion of net debt, which the company said was more than a year ahead of its original deleveraging plan.
Crescent to Buy Devon Eagle Ford Assets for $3.85 Billion
The deal adds about 68 Mboe/d of net production and more than 600 Tier 1 net locations, with closing expected in late 2026 or early 2027.
Brookdale Occupancy Gain Accelerates After a Slow Quarter
Third-quarter weighted average occupancy reached 83.1%, up 130 basis points from a year earlier, after a 230-basis-point year-over-year lift in the second quarter.
NovaGold to Buy Paulson's 40% Donlin Stake
The all-share deal would give NovaGold 100% of Alaska's Donlin Gold, projected as the largest single U.S. gold mine, in a combined company valued at about $4.9 billion.