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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.