The Tip Desk

Small-Caps — page 8

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.
Deals · September 2, 2026

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.
Deals · September 2, 2026

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.
Theme Survey · September 1, 2026

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.
Theme Survey · September 1, 2026

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.
Theme Survey · September 1, 2026

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.
Earnings · September 1, 2026

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.
Deals · September 1, 2026

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.
Deals · September 1, 2026

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%.
Deals · September 1, 2026

Walmart and TJX Buy Back More Stock

Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Filing Trends · August 31, 2026

First Financial to Buy First Illinois in $111.3 Million Deal

The Cincinnati bank holding company will add Hickory Point Bank’s community banking presence in Decatur, Springfield and Champaign.
Deals · August 28, 2026

Electronics Distributors Face Widening Supply Chain Squeeze

Four electronics companies said memory, sole-source parts, supplier consolidation, and tariffs are tightening their supply chains at once.
Filing Trends · August 27, 2026

Victory Capital to Buy First Eagle for $7.0 Billion

The San Antonio asset manager said the mixed-consideration deal adds a global value multi-asset franchise and a scaled CLO and alternative credit platform.
Deals · August 27, 2026

Biohaven to Buy SK Biopharm's Kv7 Assets in $795 Million Deal

The clinical-stage biopharmaceutical company will pair its opakalim program with SK's epilepsy commercial platform.
Deals · August 27, 2026

nCino Revenue Growth Slowed to 8% at $161.0 Million

The agentic-banking platform posted $13.6 million of GAAP operating income and authorized another $100 million of share buybacks.
Earnings · August 26, 2026

Bath & Body Works Raises 2026 Earnings Outlook After Direct Sales Rebound

The company lifted full-year 2026 earnings guidance to $3.13 to $3.33 a share after second-quarter sales of $1.51 billion beat a prior decline forecast.
Earnings · August 26, 2026

Willis Lease Finance to Buy 12 Aircraft and 13 Engines

The aircraft-engine lessor said the asset purchase will expand its lease book and feed engine-based programs such as ConstantThrust.
Deals · August 26, 2026

Par Pacific to Sell Laramie Energy for $485 Million

The Houston-based refiner will exit its 46% stake in the Western Colorado natural gas producer and book about $146 million of the cash consideration.
Deals · August 26, 2026

Navitas Semiconductor to Buy Claros in $232.8 Million Deal

The power-semiconductor maker said the acquisition completes its grid-to-xPU portfolio and advances its AI-infrastructure strategy under Navitas 2.0.
Deals · August 26, 2026

Olin and Huntsman Shareholders Approve Merger of Equals

The all-stock combination of the two chemicals makers is expected to close in the first half of 2027.
Deals · August 26, 2026

Box Billings Growth Reaccelerates After a Slow Quarter

Second-quarter billings reached $309.5 million, up 17%, after 5% growth in the prior quarter, as remaining performance obligations rose to $1.7 billion.
Earnings · August 25, 2026

USA Rare Earth to Close Serra Verde Acquisition After Shareholder Vote

The rare earth producer said the Brazilian mine will anchor an integrated mine-to-magnet chain once the deal closes.
Deals · August 25, 2026

Kimbell Royalty Partners to Buy Affiliated Interests for $221.2 Million

The mineral and royalty owner said the drop-down spans more than 3 million gross acres and 29,000 producing wells across four basins.
Deals · August 25, 2026

Supreme Court IEEPA Tariff Ruling Opens Refund Path for Importers

A February 2026 Supreme Court decision striking down IEEPA-based tariffs has triggered a refund process for U.S. importers, though new trade levies have quickly filled the gap.
Filing Trends · August 21, 2026

Buckle's Comparable-Sales Growth Cools After a Faster Quarter

Net sales rose 4.6% to $319.8 million in the 13 weeks ended Aug. 1, 2026, and comparable-store sales rose 2.1%.
Earnings · August 21, 2026

OSI Systems Posts Record Fourth-Quarter Non-GAAP Earnings

Non-GAAP diluted earnings reached a record $3.78 a share in the fiscal fourth quarter as revenue slipped 4% to $484.1 million.
Earnings · August 20, 2026

Flowers Foods Cuts 2026 Sales Outlook After Volume Drop

Second-quarter net sales were $1.193 billion, and the company now expects fiscal 2026 sales of about $5.070 billion to $5.142 billion.
Earnings · August 20, 2026

BILL Cuts Costs, Lifts Profit as Revenue Growth Set to Slow

The payments-software company posted $101.6 million in non-GAAP operating income for its fiscal fourth quarter, up 80% from a year earlier, even as it guided for revenue growth to decelerate in fiscal 2027.
Earnings · August 20, 2026

Sonida Senior Living to Acquire CHP in $1.8 Billion Mixed Deal

The combination creates a $3.3 billion pure-play senior housing platform and the eighth-largest owner of U.S. senior living assets.
Deals · August 18, 2026

Banner to Acquire Pacific Financial in $177 Million All-Stock Deal

The combination deepens Banner's footprint across Western Washington and Oregon, adding a 55-year-old community bank with $1.29 billion in assets.
Deals · August 18, 2026