The Tip Desk

Small-Caps — page 7

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

Veracyte to Buy Convergent Genomics for $150 Million

The cancer diagnostics company will add Convergent’s UroAmp urinary tumor DNA platform, with up to $30 million more tied to reimbursement milestones.
Deals · September 15, 2026

Perdoceo to Buy South University Savannah for Up to $150 Million

The all-cash purchase is expected to firm up the education company’s graduate health sciences portfolio as early as April 2027.
Deals · September 15, 2026

PBF Energy Closes $44.8 Million Air Products Hydrogen Purchase

The independent refiner took ownership of West Coast hydrogen plants that will run under Torrance Refining after a transition with Air Products.
Deals · September 15, 2026

Ondas to Buy GATE Technologies in $205 Million Mixed Deal

The autonomous-systems company said the Israeli target adds a mission-critical layer to its Precision Strike platform and widens engineering and customer reach across allied markets.
Deals · September 15, 2026

Magnolia Oil & Gas to Buy WildFire Energy for $4.06 Billion

The Giddings operator said the deal more than doubles its net acreage and creates a dominant Eagle Ford/Austin Chalk position in South Texas.
Deals · September 15, 2026

Addus HomeCare to Buy AccentCare Personal Care for $275 Million

The home-care provider said the asset purchase would add about $280 million in annualized personal care revenue, a roughly 19% lift to its revenue base.
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

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.
Earnings · September 11, 2026

National Beverage Absorbs Tariffs as Sales Stall

First-quarter net sales were $331 million as price gains were offset by volume declines, and earnings fell to $.50 a share.
Earnings · September 11, 2026

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.
Deals · September 11, 2026

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.
Deals · September 11, 2026

RH Raises Full-Year Outlook After Estates Launch

GAAP net revenues were $922.2 million in the quarter ended August 1, 2026, up 2.6% from a year earlier and 4.2 points faster than the first quarter.
Earnings · September 10, 2026

National Beverage's Gross Margin Falls to 35.0% on Aluminum Costs

Net sales were $330.7 million in the first quarter of fiscal 2027 as a 7.1% price increase offset a 6.4% drop in case volume.
Earnings · September 10, 2026

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.
Deals · September 10, 2026

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.
Deals · September 10, 2026

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.
Earnings · September 9, 2026

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.
Deals · September 9, 2026

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.
Deals · September 9, 2026

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.
Deals · September 9, 2026

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.
Deals · September 9, 2026

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.
Theme Survey · September 8, 2026

ABM Raises Fiscal 2026 Adjusted Earnings Outlook

The company now sees full-year adjusted EPS of $3.95 to $4.10 after a record $2.3 billion quarter and lifted free-cash-flow expectations to about $210 million.
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

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.
Deals · September 5, 2026

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.
Earnings · September 3, 2026

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.
Earnings · September 3, 2026

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.
Deals · September 3, 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.
Earnings · September 2, 2026

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.
Earnings · September 2, 2026