Market Overview
In a dramatic reversal of fortune, Wall Street experienced a seismic shift as fears surrounding artificial intelligence (AI) and geopolitical tensions sent shockwaves through the markets. The Nasdaq suffered its worst one-day value destruction in history, erasing $2.5 trillion, as investors recoiled from the prospect of stringent regulations on an industry that has been a cornerstone of recent market growth. This rout was precipitated by a sudden change in sentiment following the Democratic victory in the midterms, which was initially met with optimism due to expectations of regulatory oversight. However, the reality of potential legislative constraints on AI development quickly dampened investor enthusiasm. The tech sector bore the brunt of the sell-off, with the Nasdaq plummeting 5.5%, the S&P 500 declining 4.4%, and the Dow dropping 3.4%. The PHLX Semiconductor Index was particularly hard hit, falling over 12%. This sector-specific turmoil was compounded by broader macroeconomic concerns, including escalating US-Iran tensions and persistent inflationary pressures, which have kept investors on edge. Amidst this volatility, Treasury bonds emerged as a safe haven, with the 10-year Treasury yield falling 0.115 points to 4.836%, reflecting a flight to safety. Defensive and consumer stocks, however, managed to outperform, with Kimberly-Clark, Costco, and Kroger posting gains, while Tapestry surged 7.1% following a strong earnings report. Corporate developments also played a significant role in today's market dynamics. General Mills is reportedly considering divesting its international ice cream business, Haagen-Dazs, outside of North America, potentially to Froneri, which operates the brand in the U.S. This move could signal a strategic realignment as the company navigates a challenging global landscape. The interplay between macroeconomic factors and corporate strategies underscores the complexity of the current market environment. As investors grapple with the implications of regulatory changes and geopolitical uncertainties, the coming days will be crucial in determining the trajectory of the markets. With Friday's jobs report on the horizon, investors will be keenly watching for any signs of economic resilience or further challenges ahead.
In a tumultuous after-hours session, Wall Street was rocked by a confluence of fears surrounding artificial intelligence (AI) and geopolitical tensions, leading to a historic rout in the markets. The Nasdaq's unprecedented one-day value destruction of $2.5 trillion underscored the severity of investor concerns, particularly as regulatory fears loomed large following the Democratic victory in the midterms. This shift in sentiment, initially optimistic, quickly soured as the prospect of stringent AI regulations became apparent, triggering a broad sell-off across tech-heavy indices. The tech sector, as reflected by the XLK ETF's staggering 8% decline, bore the brunt of the sell-off, with the PHLX Semiconductor Index plummeting over 12%. Broader macroeconomic concerns, including escalating US-Iran tensions and persistent inflationary pressures, further exacerbated market volatility. Defensive sectors, however, offered some respite, with consumer staples (XLP) and consumer discretionary (XLY) showing relative resilience despite declines. Treasury bonds emerged as a safe haven, with the 10-year yield falling, reflecting a flight to safety amid the turmoil. As investors digest the implications of potential regulatory changes and geopolitical uncertainties, the coming days will be pivotal. The market's trajectory will likely hinge on Friday's jobs report, which could provide insights into economic resilience or further challenges. With corporate strategies, such as General Mills' potential divestiture of Haagen-Dazs, adding another layer of complexity, the interplay between macroeconomic factors and corporate developments will continue to shape market dynamics in the near term.
Market Insights
U.S. equities edged higher in subdued trading, with the advance largely driven by tech megacaps amid dwindling broader market participation. More than two-thirds of the gainers advanced on below-average volume, suggesting institutional desks remained largely on the sidelines despite the green tape. This volume divergence indicates potential tape fragility, as the lack of institutional support under light volume conditions could leave the market vulnerable to sharp reversals if macroeconomic headlines trigger sudden selling. Mega-caps, with an average return of -4.94% and a beta of 1.32, underperformed the broader market, while beta cohorts showed a trend of increasing losses with higher beta. High-beta stocks (-8.35%) performed the worst, highlighting the market's reliance on high-beta bellwethers for gains. Despite the median stock managing modest gains, the absence of volume confirmation leaves the market susceptible to volatility, as broader participation remains limited.
Next Day Option Data
QQQ
SPY
IWM
6-K/8-K Form Update
LEDR
Leader's Advantage Acquisition Corp. announced the commencement of separate trading for its Class A ordinary shares and warrants included in its Units, effective November 6, 2026. The Class A shares will trade under the symbol "LEDR," while the warrants will trade as "LEDRW" on Nasdaq, with unseparated units continuing under "LEDRU." This separation aims to enhance liquidity and marketability for investors.
BNZIW
Parabolic Technologies, Inc. has agreed to issue and sell 4,963,235 Closing Units to Aegis Capital Corp., each comprising either one share of Class A Common Stock and two Warrants, or one pre-funded warrant and two Warrants, under the terms of an Underwriting Agreement dated November 4, 2026. The transaction involves the immediate separation of Closing Shares and Closing Warrants upon issuance, with no certificated units. The company has also agreed to issue additional Option Securities, subject to the agreement's terms and conditions.
ANVS
Annovis Bio, Inc. issued $19 million in notes through a public offering, selling 19 million shares of common stock, pre-funded warrants for 2 million shares, and additional warrants for 21 million shares, with a combined offering price of $1.00 per share and $0.9999 per pre-funded warrant. The offering, expected to close on November 6, 2026, is intended to fund clinical development of Buntanetap for Alzheimer's and Parkinson's disease studies, alongside working capital and general corporate purposes.
DVLT
Datavault AI Inc. terminated Nathaniel Bradley as Chief Executive Officer and President, effective immediately, with the Board's approval. Bradley remains on the Board, elected in 2025 to serve until the next annual meeting or his resignation/removal. The company is a registrant under Section 13 or 15(d) of the Securities Exchange Act of 1934, with common stock trading on the Nasdaq Capital Market under the symbol DVLT.
NTHI
NeOnc Technologies Holdings, Inc. (NTHI) reported third-quarter 2026 financial results, raising $15 million from healthcare-focused investors in a registered direct offering to redeem its Series A Convertible Preferred Stock for approximately $5.8 million in cash. The company posted a net loss of $4.4 million, a decrease from $8.6 million in the same quarter of 2025, with operating expenses falling to $5.8 million from $6.9 million. NeOnc announced positive topline results from its NEO100 intranasal program, achieving a six-month progression-free survival rate of 48.9% versus a 20% benchmark for standard care.
CVV
CVD Equipment Corporation reported a third-quarter 2026 net loss of $2.1 million, or ($0.30) per share, compared to a net income of $0.1 million in the prior-year quarter, primarily due to restructuring charges. The company's cash increased to $23.5 million, reflecting proceeds from the sale of the SDC business, while stockholders' equity grew to $34.6 million. Bookings and revenue decreased significantly, with revenue falling 72.1% to $1.6 million, mainly due to lower system revenue.
ISPC
iSpecimen Inc. amended its Asset Purchase Agreement with Foldlab AI Ltd., issuing stock consideration in restricted book-entry form subject to a five-year lock-up and voting rights agreement. The total purchase price was $4.5 million, comprising $750,000 in cash, $1.25 million in milestone payments, and 2.9 million shares valued at $2.5 million. Foldlab, a non-U.S. entity, acquired approximately 53.6% of iSpecimen's outstanding shares through this offshore transaction.
TOIIW
Starling Oncology, Inc. reported third-quarter 2026 financial results, updating its full-year guidance. Specialty pharmacy revenue surged 44% year-over-year to $109 million, driven by increased fills from Starling physicians, while capitated revenue rose 40%, with an improved medical loss ratio of 81.0%. The company anticipates Adjusted EBITDA of $3 million to $5 million for Q4 2026, as it expands in Florida, with full-year revenue projected between $650 million and $660 million.
PURR
Hyperliquid Strategies Inc. reported robust financial results for the fiscal quarter ended September 30, 2026, showcasing a strong balance sheet with $254.6 million in cash and zero debt. The company deployed $802 million in equity capital, acquiring 9.1 million HYPE tokens and repurchasing 2.7 million PURR shares, increasing its treasury to 38.5 million tokens. HSI recognized $620.6 million in net income, primarily from $803.0 million in net unrealized gains on HYPE tokens, and filed an application to become a futures commission merchant, pending regulatory approval.
FRD
Friedman Industries, Incorporated (NASDAQ: FRD) reported record financial results for the second quarter ended September 30, 2026, with net earnings of $15.6 million and EBITDA of $23.0 million, marking significant increases from the same period in 2025. The company's sales volume surged by 23% year-over-year to approximately 219,500 tons, bolstered by a 15% increase from legacy flat-roll facilities and a full quarter of operations from the Century Metals acquisition. The tubular segment also saw an 82% increase in sales volume year-over-year, positioning Friedman to capitalize on higher metal prices while maintaining necessary inventory levels.
CVI
CVR Energy, Inc. agreed to issue and sell 10.5 million shares of its common stock at $47.55 per share, closing the offering on November 5, 2026, with net proceeds of approximately $490 million. The company plans to use these funds, along with existing cash and other financing, to finance the acquisition of the St. Paul Park and Mandan refineries from Marathon Petroleum Corporation, redeem its 5.750% Senior Notes due 2028, and cover related fees and expenses. If the acquisition is not completed, the proceeds will be allocated for general corporate purposes.
ED
Consolidated Edison, Inc. reported third-quarter 2026 earnings per share (GAAP and non-GAAP) of $2.07, narrowing its adjusted EPS guidance for 2026 to $6.05-$6.15. The company proposed a joint Steam rate plan with a 9.50% return on equity and 48% equity ratio. Con Edison experienced a 20%-25% increase in electric demand requests for new buildings and installed 20 MW of fast-charging capacity in 2025, marking an 18% growth from 2024. The company plans 9 new substations for CECONY and 19 for O&R from 2026 to 2035, maintaining industry-leading reliability in its dense urban network.
CDR-PC
Cedar Realty Trust, Inc. disclosed non-public financial data for the three and nine months ended September 30, 2026, in a Form 8-K filing. The information, available on Wheeler Real Estate Investment Trust, Inc.'s website, is incorporated by reference into the filing as Exhibits 99.1 and 99.2. Additionally, the company announced the appointment of M. Andrew Franklin as Chief Executive Officer and President.
CON
Concentra Group Holdings Parent, Inc. reported third-quarter 2026 financial results, including revenue of $622.1 million, an 8.6% increase year-over-year, and net income of $67.8 million, up 36.5%. The company raised its full-year guidance, citing strong momentum, and declared a cash dividend of $0.0625 per share. Additionally, it announced a new share repurchase program of up to $250 million, repurchased 1.0 million shares, and saw leadership changes with Matt DiCanio as the new CEO.
AEE
Ameren Corporation reported third quarter 2026 results with GAAP diluted earnings per share (EPS) of $2.42, up from $2.35 in the same period in 2025, and adjusted EPS of $2.42, up from $2.17. The company raised its 2026 earnings guidance to $5.35 to $5.55 per share and set a 2027 range of $5.70 to $5.90 per share, indicating an 8.4% growth from the original 2026 midpoint. Ameren projects an 8% to 10% compound annual earnings growth rate from 2027 through 2031, supported by $38.1 billion in planned infrastructure investments.
MTD
Mettler-Toledo International Inc. reported third-quarter 2026 results, with local currency sales increasing 6% to $1.094 billion. Adjusted EPS rose 13% to $12.57, while adjusted operating profit climbed to $333.5 million. The company forecasts a 5% increase in local currency sales for the fourth quarter, with adjusted EPS expected between $14.84 and $15.04, indicating an 11% to 13% growth rate. For the full year, local currency sales are projected to rise approximately 5%, with adjusted EPS anticipated in the range of $47.70 to $47.90, reflecting a 12% growth.
PCRX
Pacira BioSciences, Inc. agreed to merge with Viatris Inc. and its subsidiary, Peach Purchaser Sub Inc., with Viatris offering $36.50 per share in cash for all outstanding Pacira shares. The merger, initiated on October 30, 2026, will result in Pacira continuing as a wholly owned subsidiary of Viatris upon completion. Pacira has withdrawn its 2026 financial guidance and will not release earnings for the quarter ended September 30, 2026, as the transaction awaits regulatory approvals and other closing conditions.
CYRX
Cryoport, Inc. reported third-quarter 2026 financial results, showing a 14% year-over-year revenue increase to $50.2 million, driven by a 20% rise in commercial cell and gene therapy revenue. The company raised its full-year 2026 revenue guidance to $197 million - $199 million, supported by a record 788 global clinical trials and 23 commercially approved therapies. Cryoport's BioLogistics Solutions and BioStorage/BioServices divisions experienced significant growth, with BioLogistics Solutions revenue up 16% and BioStorage/BioServices revenue up 25% year-over-year.
TECX
Tectonic Therapeutic, Inc. reported favorable safety and pharmacokinetic results from the TX2100 Phase 1a trial, with the FDA granting Fast Track designation for Hereditary Hemorrhagic Telangiectasia and clearing the IND for the Phase 1b trial. The company dosed the first patient in the ALPINE Phase 2a trial of TX45 for pulmonary hypertension associated with interstitial lung disease, expecting interim results in the second half of 2027. Tectonic anticipates a cash runway into Q1 2029, supported by ongoing clinical milestones and R&D expenses of $17.4 million for Q3 2026.
CPT
Camden Property Trust reported consolidated financial results for the three and nine months ended September 30, 2026, with net income of $9.26 and $8.71 per diluted share, respectively. Funds from Operations (FFO) and Core Funds from Operations (Core FFO) increased to $1.70 and $1.71 per share, compared to $1.67 and $1.70 in 2025. The company acquired three apartment communities for $305.2 million and sold its California portfolio for $1.6 billion, recognizing a $1.0 billion gain.
FWONB
Liberty Media Corporation executed an exchange agreement with John C. Malone and related entities, transferring 2,316,537 shares of Series B Common Stock in return for 602,302 shares of Series A Common Stock and 5,420,699 shares of Series C Common Stock, with the Series B shares subsequently cancelled. Following the exchange, the company issued an additional 12,298 shares of Series A Common Stock and 63,378 shares of Series C Common Stock to a revocable trust held by Dr. Malone. Additionally, Liberty Media declared a dividend of preferred share purchase rights for each outstanding share of Series A, B, and C Common Stock, allowing holders to purchase a fraction of Series A Junior Participating Preferred Stock at $426.00 per right, effective November 4, 2026, with rights expiring on November 3, 2027, unless redeemed or exchanged earlier.
KINS
Kingstone Companies, Inc. reported record net income of $17.6 million for the quarter ended September 30, 2026, with diluted EPS up 61% to $1.19 and an annualized ROE of 52.9%. Direct premiums earned increased 30% to $62.4 million, while direct premiums written grew 14.5% to $86.8 million, supported by a 5% rise in average renewal premiums and a 10% increase in new business policies. The company will discuss its financial results and future outlook, including a guided 16% growth for 2026 and a $500 million direct premiums written goal by 2029, during a conference call on November 6, 2026.
ONL
Orion Properties Inc. reported third-quarter 2026 results, with total revenues of $35.4 million and a net loss of $(3.3) million, or $(0.06) per share. The company achieved Funds from Operations (FFO) of $9.2 million, or $0.16 per diluted share, and Core FFO of $11.4 million, or $0.20 per diluted share. Orion leased 922,000 square feet year-to-date and reduced its Net Debt to Annualized Most Recent Quarter Adjusted EBITDA to 5.6x, while declaring a quarterly cash dividend of $0.02 per share for Q4 2026.
SARO
StandardAero, Inc. reported a 4.0% revenue increase to $1,557.4 million in the third quarter of 2026, driven by growth across major end markets. Net income rose by 36.2% to $92.8 million, with adjusted diluted EPS reaching $0.39, a 30.0% increase from the prior year. The company expanded its share repurchase program by $560 million, bringing the total authorization to $1 billion, with $850 million remaining, and plans to enter a $350 million accelerated share repurchase agreement. Adjusted EBITDA increased by 15% to $224.9 million, with the margin rising to 14.4%.
DTI
Drilling Tools International Corporation (DTI) disclosed financial metrics and strategic initiatives in an 8-K filing on November 5, 2026. The company reported an Adjusted EBITDA of $12.3 million for the quarter ending September 30, 2026, with a margin of 18.5%, and a net debt of $85.6 million. DTI announced a revised leverage ratio of 2.8x and a partnership expected to boost revenue by 15% in its oil and gas segment by year-end, alongside a $50 million share repurchase program and compliance with Nasdaq listing requirements.
COGT
Cogent Biosciences, Inc. reported third-quarter financial results for the period ending September 30, 2026, with a cash balance of $791.1 million expected to fund operations into late 2028. Research and development expenses rose to $75.1 million, driven by ongoing clinical trials, while general and administrative expenses increased to $42.1 million due to investments in commercial readiness. The company anticipates potential FDA approvals for bezuclastinib in GIST, NonAdvSM, and AdvSM, with PDUFA dates in late 2026 and mid-2027.
PTGX
Protagonist Therapeutics, Inc. secured FDA approval for MIMRYLO, its hepcidin mimetic peptide therapy for polycythemia vera, triggering $275 million in payments from partner Takeda. The company also announced the approval of ICOTYDE, an oral IL-23 receptor antagonist for psoriasis, in China, Japan, and the EU, with tiered royalties ranging from 6% to 10% on global net sales. Protagonist initiated a $300 million share repurchase program, funded by cash, marketable securities, and royalties, with $834.6 million in cash and equivalents as of September 30, 2026.
CABO
Cable One, Inc. reported a third-quarter 2026 revenue decline of 11.7% year-over-year to $332.2 million, driven by decreases in residential video and data revenues. The company's net loss widened to $431.8 million, with Adjusted EBITDA falling 20.8% to $159.8 million. Cash flows from operations dropped 40.8% to $92.6 million, while capital expenditures increased 8.6% to $77.9 million.
AXON
Axon Enterprise, Inc. reported record Q3 2026 revenue of $909 million, up 28% year over year, with Software & Services revenue accelerating to 43% growth, reaching $437 million. The company announced a $1.2 billion investment in Skydio, increasing its ownership stake to 37% and entering an exclusive public safety distribution partnership in the U.S. and Canada. Axon's AI bookings and ARR each surpassed $100 million, while Connected Devices revenue increased 16% to $472 million, and Platform Solutions revenue grew 106% to $125 million. Net income rose to $57 million from a prior-year loss, with Adjusted EBITDA up 33% to $236 million. Axon expects full-year revenue growth of approximately 30%, continuing its trend of growth above 30% for four consecutive years.
MAT
Mattel, Inc. reported third quarter 2026 financial results, showing net sales of $1,807 million, up 4% as reported and 3% in constant currency, driven by growth in North America and International. Gross margin improved to 54.8% from 50.0%, with Adjusted Gross Margin at 55.0% from 50.2%, aided by $88 million in tariff refunds. Operating income rose to $476 million, with Adjusted Operating Income reaching $502 million, while net income increased to $354 million, and earnings per share climbed to $1.23 from $0.88. Steve Totzke was appointed President and Chief Operating Officer, effective November 11, 2026.
NET
Cloudflare, Inc. reported fiscal quarter results ending September 30, 2026, with total revenue of $782.5 million, a 39% year-over-year increase. The company announced Christian Smith as President of Revenue, effective November 2, 2026. Cloudflare posted GAAP net loss of $34.1 million and non-GAAP net income of $143.7 million, with free cash flow at $82.1 million, 10% of revenue. The outlook for Q4 fiscal 2026 includes total revenue of $845.0 to $846.0 million and non-GAAP income from operations of $156.0 to $157.0 million.
KRO
Kronos Worldwide, Inc. reported a turnaround in third quarter 2026 results, achieving net income of $34.8 million, or $0.30 per share, compared to a net loss of $37.0 million, or $0.32 per share, in the same period of 2025. Net sales rose 18% to $541.1 million, driven by higher sales volumes, reduced raw material costs, and increased TiO2 selling prices. Segment profit improved significantly to $61.0 million, reversing a loss of $15.3 million from the previous year.
BZAIW
Blaize Holdings, Inc. appointed Martin Costas as Chief Operations Officer and Chief Financial Officer, effective November 2, 2026, replacing retiring CFO Harminder Sehmi. Costas, formerly CFO of BOXABL Inc. and Honeywell Process Solutions, will earn an annual base salary of $425,000, with bonuses linked to Qualified Financings and stock options totaling 7,181,755 shares, contingent on company milestones. Sehmi will assist with the transition until November 30, 2026.
AHR
American Healthcare REIT, Inc. (AHR) reported third quarter 2026 results with GAAP net income of $31.2 million ($0.14 per diluted share) and Normalized Funds From Operations (NFFO) of $0.58 per diluted share. The company achieved a 13.8% Same-Store Net Operating Income (NOI) growth, with notable increases in its Senior Housing Operating Properties (SHOP) and Integrated Senior Health Campuses (ISHC) segments. AHR raised its full-year 2026 guidance to 12.0%-14.0% Same-Store NOI growth and $2.23-$2.26 NFFO per diluted share, while completing $1.69 billion in new SHOP investments and enhancing its leadership team.
WLDN
Willdan Group, Inc. reported third quarter 2026 results, showing contract revenue of $214.5 million, up 17.9%, and net revenue of $112.2 million, up 18.1%. For the nine months ended fiscal 2026, contract revenue reached $600.7 million, up 18.3%, with net income of $44.7 million, up 32.2%. The company raised its FY2026 targets for net revenue ($435-$445 million) and adjusted EBITDA ($109-$111 million), and set preliminary FY2027 targets for contract revenue (> $1 billion) and adjusted EBITDA (> $140 million).
OPENZ
Opendoor Technologies Inc. reported an Adjusted Gross Profit of $80 million in Q3 2026, up from $67 million in Q1 2026, and a Contribution Profit of $34 million, up from $32 million, indicating improved unit-level economics and operating performance. The company's Adjusted Net Loss widened to $66 million in Q3 2026 from $49 million in Q1 2026, while Adjusted EBITDA fell to $(31) million from $(4) million, reflecting ongoing operational challenges despite margin improvements. Opendoor's Adjusted Operating Expense decreased to $80 million in Q3 2026 from $215 million in Q1 2026, showcasing effective cost management.
DVN
Devon Energy Corporation reported third-quarter 2026 results, achieving net earnings of $1.0 billion, or $0.88 per diluted share, and core earnings of $1.6 billion, or $1.42 per diluted share. The company generated $2.8 billion in operating cash flow and $2.0 billion in adjusted free cash flow, with oil production averaging 553,000 barrels per day. Devon Energy plans to accelerate share repurchases, targeting over $1 billion in the fourth quarter, and raised its year-end 2026 synergy run rate to approximately $350 million. Additionally, the company acquired a 25% interest in the Solitude Pipeline System, enhancing Permian natural gas connectivity to Gulf Coast and LNG-linked pricing.
GNL-PD
Global Net Lease, Inc. (GNL) reported its third-quarter financial results on November 5, 2026, highlighting the successful integration of the Modiv Industrial acquisition and a strategic focus on reducing office exposure. Despite macroeconomic challenges, GNL remains committed to strengthening its portfolio and maintaining financial flexibility, with capital directed toward share repurchases at an approximate 10% AFFO yield. The company has identified potential sales of three to five non-core assets from the Modiv portfolio, which could generate $75 million to $100 million in gross proceeds, supporting reinvestment in high-quality industrial and retail assets.
FIP
FTAI Infrastructure Inc. secured regulatory approval for the sale of Long Ridge, expected by the end of November, and agreed to acquire energy logistics assets from USD Group LLC for $255 million, with closing planned in November. This acquisition will more than double Jefferson's existing Adjusted EBITDA. In the third quarter of 2026, FTAI reported a new quarterly record of $95.3 million in Adjusted EBITDA, despite a net loss of $150.2 million attributable to common stockholders. The company declared a cash dividend of $0.03 per share for the quarter ended September 30, 2026.
IRTC
iRhythm Holdings, Inc. reported a 14.9% revenue increase to $221.6 million in the third quarter of 2026, driven by volume-led growth and new channels. Gross margin improved to 74.2%, with adjusted EBITDA rising to $51.2 million and a margin of 23.1%. The company closed a $300 million senior secured revolving credit facility to support growth, with fiscal year 2026 revenue guidance set at $890 million to $895 million.
TSNDF
TerrAscend Corp. reported third-quarter financial results with net revenue of $68.2 million, up 4.8% year-over-year. The company completed the acquisition of Aunt Mary's, adding a high-performing dispensary in Flemington, New Jersey, and closed a share consolidation, preparing for a potential listing on a major U.S. stock exchange. TerrAscend maintained a leading position in New Jersey, Maryland, and Pennsylvania, with overall revenue growth of 16.8% year-over-year.
APLE
Apple Hospitality REIT, Inc. reported a third-quarter net income of $60.5 million, up 18.9% from the previous year. Adjusted EBITDA rose 13.3% to $139.7 million, with Comparable Hotels Adjusted Hotel EBITDA increasing 14.7% to $145.9 million. Modified Funds from Operations (MFFO) grew 16.0% to $117.9 million, while Revenue Per Available Room (RevPAR) climbed 7.7% to $133.58, surpassing industry averages. The company has sold or contracted to sell 13 hotels for approximately $154 million since 2025, aiming to reinvest in higher-quality assets.
SRFM
Surf Air Mobility Inc. reported third-quarter 2026 financial results, achieving $36.5 million in revenue, a 25% year-over-year increase and the highest quarterly revenue in company history. Adjusted EBITDA loss narrowed to $6.7 million, a 32% improvement from the prior year, with positive Adjusted EBITDA of $1.2 million in airline operations. The company launched OperatorOS, received FAA authorization, and signed five contracts, including three in Q3 2026, while reaffirming revenue guidance of $36.4 million to $46.4 million for Q4 2026 and adjusting full-year Adjusted EBITDA guidance to a loss range of $35 million to $32 million.
PYYX
Pyxus Holdings, Inc. secured compliance with a Transaction Support Agreement involving various noteholder and lender parties, collectively known as the Creditor Parties. The agreement facilitates a Debt Exchange, allowing existing notes and term loans to be exchanged for common stock and new exchange notes, alongside amendments to current debt agreements. Additionally, it includes provisions for a private common stock offering by Pyxus TopCo, aimed at funding the cash portion of the Intabex Term Loan Exchange Offer and covering transaction-related fees and expenses.
ETON
Eton Pharmaceuticals has disclosed preliminary results from a pilot study evaluating its investigational extended-release zinc acetate formulation, ET-700, for Wilson disease. The study showed improved gastrointestinal tolerability with ET-700 compared to GALZIN, with fewer treatment-related adverse events reported. While hepatic copper uptake decreased by 12% with ET-700, the company plans to advance additional formulations in 2027 to enhance copper absorption inhibition while maintaining tolerability.
ATEN
A10 Networks, Inc. reported its financial results for the quarter ended September 30, 2026, with total revenue growth of X%. The company declared a quarterly dividend of $0.06 per share, payable on December 1, 2026, to stockholders of record on November 16, 2026. The Board of Directors approved the dividend, subject to future adjustments based on the company's capital allocation strategy.
HASI
HA Sustainable Infrastructure Capital, Inc. (HASI) reported Q3 2026 financial results, with GAAP EPS of $1.04 and Adjusted EPS of $0.82, up from $0.61 and $0.80 in Q3 2025, respectively. Adjusted Recurring Net Investment Income grew 15% year-over-year to $121 million, while Managed Assets increased 27% to $19 billion. HASI announced a significant expansion of its partnership with Invenergy, investing in a 2.7 GW portfolio of renewable/storage projects and new investments in a wastewater treatment facility and a carbon dioxide removal project.
G
Genpact Limited reported third-quarter financial results, with net revenues of $1.385 billion, up 7.3% year-over-year. Advanced Technology Solutions revenue surged by 30.3%, contributing 29% to total net revenues, while Core Business Services remained flat. Gross profit rose to $527 million, with a margin of 38.0%, and adjusted income from operations increased to $247 million, with a margin of 17.8%. Diluted earnings per share reached $0.89, up 7.2% year-over-year, and adjusted diluted EPS was $0.107, up 10.3%. Genpact repurchased 870,000 shares for $31 million and returned $31 million in dividends. The company raised its full-year 2026 gross margin and adjusted EPS guidance.
LIDRW
AEye, Inc. reported a tenfold year-over-year revenue increase for the third quarter ended September 30, 2026, driven by accelerating commercial momentum and expanded customer base. The company's revenue reached $809 thousand, nearly six times higher than the same period in 2025, with gross margin improving to (35)% from (80)%. AEye's GAAP net loss was $(11.2) million, while non-GAAP net loss was $(7.2) million, with cash, cash equivalents, and marketable securities totaling $63 million.
ICUI
ICU Medical, Inc. reported third-quarter 2026 financial results, with GAAP revenue rising to $560.4 million, up $23.4 million from the prior year. Gross profit increased to $234.8 million, with a gross margin improvement to 42% from 37%. Net income reached $26.8 million, or $1.07 per diluted share, compared to a net loss of $(3.4) million in the prior year. The company reaffirmed its fiscal year 2026 guidance, expecting GAAP net income between $73 million and $83 million.
SERV
Serve Robotics has expanded its commercial deployment of Level 4 autonomous robots, operating scaled fleets across 44 U.S. cities, with a focus on last-mile delivery, healthcare, and branding/advertising services. The company reported $2.8 million in revenue for Q3 FY2026, up from $0.7 million in Q3 FY2025, while maintaining a diversified revenue stream and expanding into international markets. Serve Robotics continues to prioritize safety and reliability, boasting a 99.9% completion rate and zero major incidents.
TEAM
Atlassian Corporation reported first quarter fiscal year 2027 results, with revenue reaching $1,772 million, up 24% year-over-year, driven by cloud revenue of $1,302 million, up 31%. Subscription ARR grew 23% to $6,812 million, while remaining performance obligations increased 44% to $4,746 million. The company's GAAP operating margin was 11%, and non-GAAP operating margin was 32%, underscoring strong momentum in its strategic priorities of Enterprise, AI, and the System of Work.
FIVN
Five9, Inc. agreed to acquire Level AI in a merger valued at $325 million in cash, subject to customary adjustments. The transaction involves Merger Sub, a wholly owned subsidiary of Five9, merging with Level AI, which will then become a wholly owned subsidiary of Five9. The merger is contingent upon customary closing conditions and includes standard termination provisions, with a closing deadline of February 5, 2027.
CTRE
CareTrust REIT, Inc. reported third-quarter 2026 operating results, including net income of $83.7 million and a 20% year-over-year increase in normalized FFO to $129.2 million. The company closed $739.5 million in investment activity at an 8.3% blended stabilized yield and secured $578.2 million in gross proceeds from equity issuances under its ATM Program. CareTrust's net debt-to-annualized normalized run rate EBITDA stood at 1.4x, below its target leverage range, and maintained a dividend of $0.39 per share.
OUT
OUTFRONT Media Inc. reported third-quarter 2026 results, with revenues of $511.1 million, up 9.3% year-over-year, driven by broad business strength. Operating income rose to $102.8 million, and Adjusted OIBDA reached $145.3 million, reflecting healthy growth. Net income attributable to OUTFRONT Media Inc. increased by 26.3% to $64.8 million, with diluted earnings per share at $0.36. The company anticipates double-digit revenue growth in 2026, supported by focused execution and the re-emergence of IRL in advertising campaigns.
HALO
Halozyme Therapeutics, Inc. reported a 39% year-over-year increase in total revenue to $493 million for the third quarter ended September 30, 2026, with royalty revenue growing 44% to $341 million. The company raised its full-year 2026 financial guidance, projecting total revenue of $1.860 - $1.925 billion, representing a growth of 33% - 38% over 2025. Halozyme completed $1.5 billion in convertible notes, $400 million in share repurchases, expanded ENHANZE collaboration agreements, and secured a Dutch court injunction against Merck for infringing one of its patents.
GH
Guardant Health, Inc. reported a 36% revenue increase to $361.0 million in the third quarter of 2026, driven by growth in Oncology, Biopharma & Data, and Screening revenues. The company raised its 2026 revenue guidance to $1.36 to $1.37 billion, reflecting 38% to 40% growth, and announced FDA approvals for Guardant360 CDx in breast cancer and a premarket application for Guardant360 Tissue. Operating expenses rose due to commercial expansion and marketing efforts, with non-GAAP operating expenses reaching $287.4 million.
FIGS
FIGS, Inc. exceeded expectations in its third quarter 2026 financial results, reporting net revenues of $190.7 million, a 25.7% increase year over year. The growth was driven by higher order volumes and increased average order value, with scrubwear and non-scrubwear revenues rising 24.0% and 34.6%, respectively. The company achieved a net income margin of 10.1% and an adjusted EBITDA margin of 16.5%, prompting an upward revision of its full-year outlook.
SANA
Sana Biotechnology, Inc. announced third-quarter 2026 financial results, highlighting progress in clinical studies for SC451 and SG293, and a strategic collaboration with Mayo Clinic for SC451 development. The company reported a cash position of $121.7 million as of September 30, 2026, with research and development expenses rising to $33.9 million, up from $30.1 million in the same quarter of 2025.
PCTY
Paylocity Holding Corporation reported first quarter fiscal 2027 financial results, with total revenue of $451.7 million, up 10.7% year-over-year. The company completed the acquisition of Aidora Inc. in July 2026 to enhance AI-powered leave management capabilities and repurchased $152.5 million worth of shares in Q1 Fiscal 2027. Operating income, net income, and adjusted EBITDA all increased compared to the first quarter of fiscal 2026, while cash and cash equivalents stood at $194.5 million as of September 30, 2026.
INOD
Innodata Inc. reported record third quarter 2026 results, with revenue of $95.6 million, representing 53% year-over-year growth, exceeding analyst consensus by approximately $12.3 million. The company raised its full-year 2026 revenue growth guidance to ~42% or more, following the addition of two large customers and five new logos. Cash and cash equivalents increased to $164.0 million, driven by customer prepayments, as Innodata anticipates continued momentum in AI markets.
PLSE
Pulse Biosciences, Inc. secured compliance with its third quarter 2026 financial results, reporting a significant increase in cash, cash equivalents, and marketable securities to $189.2 million, primarily from net proceeds of $95.8 million through its ATM programs. The company completed enrollment in the NANOPULSE-AF U.S. IDE pivotal study for atrial fibrillation ahead of schedule and plans to present 12-month follow-up data in Q1 2027. Additionally, Pulse Biosciences announced progress toward CE Mark submission for the nPulse Cardiac Catheter System, with anticipated approval in Q4 2027, and initiated an IDE application for a persistent AF study. Third quarter revenue from Vybrance increased to $0.4 million, up from $0.1 million in the prior year.
DMLP
Dorchester Minerals, L.P. reported a robust third quarter with net income soaring to $27.6 million, or $0.54 per common unit, up from $11.2 million, or $0.23 per unit, in the same period last year. Operating revenues for the quarter ended September 30, 2026, reached $51.4 million, compared to $35.4 million in 2025. The partnership's nine-month net income for the period ending September 30, 2026, was $87.6 million, up from $41.2 million in 2025.
ARLO
Arlo Technologies, Inc. reported record third-quarter 2026 results, with subscriptions and services revenue reaching $96.0 million, up 20.1% year over year, representing 64.4% of total revenues. The company's annual recurring revenue (ARR) hit $369.9 million, growing 14.5% year over year, while GAAP gross margin improved to 46.5% and non-GAAP gross margin to 49.0%. Arlo announced a new stock repurchase program of up to $100 million through December 31, 2028.
COMP
Compass, Inc. reported record financial and operational results for the third quarter ended September 30, 2026, with Q3 revenue surging 111% year-over-year to $3.90 billion, marking all-time highs for the company. GAAP net income reached $62 million, and adjusted EBITDA hit $306 million, both setting new records for any third quarter. Operating cash flow was $248 million, and free cash flow was $240 million, with the company ending the quarter with $841 million in cash and a net debt to adjusted EBITDA ratio of 2.7x.
DNABW
Ginkgo Bioworks Holdings, Inc. reported third-quarter financial results with revenue of $28 million, a 6% decrease from the prior year, and a GAAP net loss from continuing operations of $41 million, improved from $73 million. Adjusted EBITDA improved to $22 million, and the company's cash balance stood at $285 million as of September 30, 2026, with a third-quarter cash burn of $27 million. Ginkgo announced the sale of an autonomous lab to Novo and highlighted new government wins and growth in Cloud Lab services, reaffirming its expected total cash burn of $150-$125 million for 2026.
ATYR
aTyr Pharma, Inc. reported third quarter 2026 results, revealing cash and investments of $50.3 million, sufficient to fund operations into late 2028. The company aligned with the FDA on a proposed Phase 3 study of efzofitimod for pulmonary sarcoidosis with restrictive lung disease and completed enrollment in the Phase 2 EFZO-CONNECT study for systemic sclerosis-related ILD. aTyr published Phase 3 EFZO-FIT study results in The Lancet Respiratory Medicine and announced a pediatric osteosarcoma research collaboration with Montefiore Einstein.
AVPT
AvePoint announced its third quarter 2026 financial results, showing total revenue of $131.1 million, a 19% year-over-year growth, with SaaS revenue up 26% to $105.5 million. The company reported a GAAP gross profit of $94.7 million and a GAAP gross margin of 72.2%, down from 74.4%. AvePoint's total ARR reached $495.1 million, up 27% year-over-year, with a dollar-based gross retention rate of 90% and a net retention rate of 112% on a reported basis.
ARCT
Arcturus Therapeutics Holdings Inc. announced its Q3 2026 financial results and corporate update. The company reported promising ARCT-810 Phase 2 results and introduced LUNAR 2.0, its next-gen mRNA delivery platform, showing a 38-fold improvement over ARCT-810's key lipid in non-human primates. ARCT-032, a CF program supported by Thermo Fisher Scientific, is nearing enrollment completion, with data presentation planned for Q2 2027. ARCT-2601, utilizing LUNAR 2.0, is set for Phase 2 dosing in Q1 2027, with top-line data expected in H2 2027. The mRNA pipeline now includes programs for PKU and gout, leveraging LUNAR 2.0. Additionally, Arcturus completed the myNEO acquisition, enhancing its capabilities in antigen design, mRNA optimization, and target identification to boost oncology pipeline development.
FLEX
Flex Ltd. has secured shareholder approval for strategic initiatives at its Extraordinary General Meeting. The Singapore-based company, listed on the Nasdaq Stock Market, received backing for issuing Bonus Shares, a court-approved capital reduction for distributing Axiom Solutions International, Inc. stock, and an additional $50,000 annual cash compensation for the Lead Independent Director. With 84.57% of shares represented, the proposals were approved with significant majorities, reflecting strong support for Flex's strategic direction and executive compensation adjustments.
CYCUW
CYCURION, INC. secured compliance by entering into a Series H Convertible Preferred Stock Conversion Inducement and Exchange Agreement with Obsidian Associates, LLC. The agreement, effective post a 1-for-8 reverse stock split, aims to convert 618.75 shares of Series H Preferred into common stock at an inducement price of $2.70 per share, subject to adjustments for stock splits or reclassifications. The exchange, exempt from registration under Section 3(a)(9) of the Securities Act, will extinguish the Holder's rights and obligations associated with the Series H Preferred, contingent on Nasdaq compliance.
SOUNW
SoundHound AI, Inc. reported record Q3 revenue of $62.4 million, a 48.5% year-over-year increase, and aims to achieve adjusted EBITDA profitability by mid-2027. The company implemented a restructuring plan, reducing its global workforce by 27% and incurring estimated GAAP pre-tax charges of $18 million to $22 million, primarily for severance and post-employment benefits. Additionally, SoundHound AI closed the acquisition of LivePerson, retiring most of the debt and securing over $100 million in ARR from LivePerson's top 90 enterprise accounts.
CRSR
Corsair Gaming, Inc. reported a 6% year-over-year increase in net revenue to $367.0 million for the fiscal quarter ended September 30, 2026, surpassing its guided range. The company's gross profit rose by 5% to $97.8 million, with gross margins expanding to 26.7% for the quarter. Adjusted EBITDA grew by 38% to $22.4 million, exceeding expectations. Revenue in the Gaming Components and Systems Segment increased by 7% to $250.5 million, while the Gamer and Creator Peripherals Segment saw a 3% rise to $116.5 million, with anticipated double-digit growth in the fourth quarter.
SINT
SINTX Technologies, Inc. reported a tenfold increase in third-quarter 2026 revenue to approximately $2.2 million, with gross profit rising to $1.4 million and gross margin improving to 62%. The company's operating expenses decreased by 13% to $3.0 million, and net loss decreased 55% to $1.6 million. SINTX also announced the completion of its FDA-cleared SiNAPTIC Foot & Ankle Osteotomy Wedge System release, regained compliance with Nasdaq's minimum stockholders' equity requirement, and received $2.0 million from the exercise of Class B warrants.
SND
Smart Sand, Inc. declared a special dividend of $0.05 per share, payable on November 30, 2026, to stockholders of record as of November 18, 2026. The company also confirmed its compliance with Nasdaq listing requirements, maintaining its trading symbol as SND. This move aims to enhance shareholder value while ensuring a robust balance sheet and disciplined cost management.
TMDX
TransMedics Group, Inc. reported a 41% revenue increase to $203.0 million in the third quarter of 2026, driven by organic growth in product and service segments. The company raised its full-year revenue guidance to $764-$774 million, buoyed by FDA approvals and strategic appointments. Financial highlights include net income of $17.1 million and an adjusted operating margin of 14.2%, reflecting continued momentum in its organ transplantation platform.
ABNB
Airbnb, Inc. reported its third-quarter financial results for the period ending September 30, 2026, and announced plans to discuss these results in a conference call on November 5, 2026. The company highlighted the expansion of its Connections and Travel Map features, the introduction of Neighborhood pages, and a redesigned multi-listing calendar. Airbnb also unveiled new services such as meal delivery, laundry, and baby gear rentals, expanded grocery delivery in the U.S., Canada, and Europe, and increased its hotel offerings in over 60 destinations. Additionally, the company introduced AI-driven features and launched a partnership with American Express, bringing over one million listings to Amex Travel.
CNDT
Conduent Incorporated disclosed its third quarter 2026 financial results in an 8-K filing, including an investor presentation from a financial results call. The report highlights forward-looking statements subject to risks such as divestitures of the Transit and Tolling Businesses, regulatory approvals, and geopolitical and macroeconomic impacts. Additionally, it notes ongoing legal proceedings, potential goodwill impairments, significant indebtedness, and reliance on third-party providers, which could materially affect future performance.
CLDX
Celldex reported third-quarter 2026 financial results, showcasing significant topline results from Phase 3 EMBARQ-CSU1 and -CSU2 studies of barzolvolimab in chronic urticaria patients, indicating rapid and sustained efficacy. The company is enrolling patients in Phase 3 studies for cold urticaria and symptomatic dermographism, with data expected in 2027 and a Biologics License Application submission anticipated in the same year. As of September 30, 2026, Celldex's cash position stood at $650.3 million, with third-quarter revenues at nil, down from $1.4 million in 2025, due to decreased services under agreements with Rockefeller University, while research and development expenses rose to $67.4 million.
EXFY
Expensify, Inc. reported Q3 2026 financial results, with revenue from New Expensify increasing 30% from Q2 and up 212% year-over-year, driven by major feature launches and micro-optimizations. The company's cash flow remained strong, with $4.0 million in Operating Cash Flow and $3.3 million in Free Cash Flow, up 510% and 170%, respectively, from the same period last year. Expensify announced a referral agreement with Visa, expanded its Expensify Card to 13 European markets, and launched consolidated travel billing, resulting in a 40% year-over-year increase in trips booked through Expensify Travel, marking the highest Q3 on record.
GLIBK
Liberty Capital Corporation reported third-quarter 2026 results, with revenue increasing 4% to $267 million and Adjusted OIBDA rising 10% to $101 million. The company generated net cash from operations of $311 million and free cash flow of $37 million over the trailing twelve months. Subsequent to quarter end, GCI raised $300 million in secured financing, retired its 4.75% senior notes due 2028, and extended its nearest maturity to 2030. GCI expects to close the Quintillion acquisition shortly and declared a quarterly dividend of $0.375 per share, payable on December 15, 2026.
KRFG
Heavenly Grace Limited, a subsidiary of King Resources Global, Inc., agreed to acquire collectible items from Herbertini Limited, Silver Bloom Properties Limited, and Grand View Assets Limited for a total of over US$22 million. The consideration for these transactions, involving 29 collectible items, was settled using KRFG common stock at $0.236 per share. These agreements comply with Nasdaq listing requirements and represent a significant financial commitment for the company.
GHC
Graham Holdings Company has elected Robert J. Mylod, Jr. to its Board of Directors, announced on November 5, 2026. Mylod, former CFO and Head of Worldwide Strategy & Planning for Booking Holdings Inc., brings extensive experience from his roles as Chair of Booking Holdings and Vroom, Inc., and lead independent director of Bending Spoons S.p.A. Timothy J. O'Shaughnessy, President and CEO of Graham Holdings, praised Mylod's business acumen and expertise.
CURLD
Curaleaf Holdings, Inc. maintains its outstanding offer to acquire all outstanding common shares of Aurora Cannabis Inc., asserting it provides better value with a stronger capital markets profile and greater anticipated synergies. Curaleaf acknowledges Aurora's announcement of an alternative transaction with Organigram Global Inc. and will evaluate the details, including any break fee and investor rights, while criticizing Aurora's board for not engaging directly, which Curaleaf views as a breach of fiduciary duties.
SREA
Sempra reported strong third-quarter 2026 earnings of $877 million or $1.34 per diluted share, up from $77 million or $0.12 per diluted share in the same period of 2025, with adjusted earnings of $917 million or $1.40 per diluted share, compared to $728 million or $1.11 per diluted share in 2025. The company guided to the high end of its 2026 adjusted EPS range of $4.80 to $5.30 and affirmed its 2027 EPS guidance range of $5.10 to $5.70, noting pending regulatory outcomes could affect the lower half of its 2027 EPS guidance. Sempra invested approximately $10 billion in capital to support safe and reliable energy, with Oncor projecting a 20% increase in its 2027-2031 base capital plan.
NWE
NorthWestern Energy Group, Inc. reported third-quarter 2026 financial results, with diluted GAAP EPS of $0.50 compared to $0.62 in 2025 and adjusted diluted Non-GAAP EPS of $0.58 versus $0.79 in 2025. The company affirmed its 2026 earnings guidance range of $3.68 to $3.83 per diluted share and a 4% to 6% long-term EPS and rate base growth rate. NorthWestern Energy is in the process of completing its merger with Black Hills Corporation, expected to close by year-end 2026, subject to final approval from the Montana Public Service Commission.
KAPA
Kairos Pharma, Ltd. has been recognized by the Biotech Breakthrough Awards for its lead candidate ENV-105, an investigational antibody targeting cancer drug resistance in metastatic prostate and non-small cell lung cancer. The company's approach aims to enhance existing therapies by addressing mechanisms that allow tumors to evade treatment. Recently, Kairos Pharma announced positive interim efficacy data from its Phase 2 trial, showing a statistically significant improvement in progression-free survival when ENV-105 is combined with apalutamide in metastatic castration-resistant prostate cancer patients.
CLDT-PA
Chatham Lodging Trust reported a third-quarter 2026 surge in RevPAR by 8 percent to $161, marking an all-time high for the period. Net income applicable to common shareholders more than doubled to $5 million, with diluted net income per share rising to $0.11 from $0.03. Adjusted EBITDA grew 21 percent to $32 million, and AFFO per diluted share surged 31 percent to $0.46, reflecting a $23 million increase in AFFO for the quarter. The company also announced the acquisition of six Hilton-branded hotels for $92 million, contributing to a 10 percent RevPAR growth in the third quarter.
DBX
Dropbox, Inc. agreed to acquire Tigris Data Inc. for approximately $350 million in cash, subject to customary adjustments and closing conditions, with the deal expected to close in Q4 2026. The company also unveiled DBX Agent Cloud, a new storage offering compatible with Amazon S3, and announced AI-powered enhancements to its core product. These initiatives are part of Dropbox's strategy to expand into AI infrastructure for companies and developers, leveraging its extensive experience in operating storage systems at scale.
IMUX
Immunic, Inc. hosted a Progressive Multiple Sclerosis Research and Development Day webinar on November 5, 2026, to present its latest clinical data and development plans for vidofludimus calcium, a potential multiple sclerosis treatment. The company detailed its progress in advancing vidofludimus calcium through preclinical and early-stage clinical trials, emphasizing its potential to safely and effectively target diseases. Immunic also disclosed its intention to use this disclosure to comply with Regulation FD, as the information provided was not new and already publicly available.
KVHI
KVH Industries, Inc. reported a 35% year-over-year increase in total revenue for the third quarter of 2026, with service revenue up 30% and service gross profit up 28%. The company raised prices for Starlink plans, expected to boost service revenue while narrowing service gross margin, and achieved non-GAAP adjusted EBITDA of $3.9 million, up from $3.0 million in the previous quarter. KVH repurchased approximately 1.2 million shares for $10.7 million, completing its $15 million repurchase program, and narrowed its full-year revenue outlook to $137-143 million.
APVO
Aptevo Therapeutics Inc. announced a significant clinical development milestone for mipletamig, reporting a substantial reduction in infusion-related reactions (IRRs) following refinements to its priming-dose regimen. This improvement enhances patient treatment experience without compromising therapeutic dosing, aligning with the company's discussions with the U.S. Food and Drug Administration (FDA) as it prepares for Phase 2 development. Mipletamig is being evaluated in combination with standard-of-care treatments for newly diagnosed acute myeloid leukemia (AML) patients unfit for intensive chemotherapy, with the study expected to conclude by year-end 2026.
IRON
Disc Medicine, Inc. reported third-quarter 2026 financial results and provided a business update. The company achieved positive topline data from the Phase 3 APOLLO trial of bitopertin in erythropoietic protoporphyria (EPP), with a 41.4% reduction in whole-blood metal-free porphyrin content and a 12.2-hour increase in average monthly total time in light without pain compared to placebo. Bitopertin is anticipated to receive an FDA decision for potential approval in EPP by mid-2027. Disc also presented positive initial results from the Phase 2 RESTORE-PV study of DISC-3405 in polycythemia vera (PV), demonstrating increased hepcidin and lowered serum iron, leading to controlled hematocrit and improved symptoms. The company's cash position as of September 30, 2026, was $682.8 million, bolstered by $485.9 million in net proceeds from a public offering, extending the cash runway into 2030.
MKTW
MarketWise, Inc. reported strong financial results for the third quarter of 2026, with billings increasing 27% year-over-year to $80.7 million and total net revenue reaching $80.1 million. The company's strategic shift towards monetization and cash generation led to a decrease in paid subscribers to 389 thousand, while maintaining strong cash and cash equivalents at $27.4 million with no debt outstanding. MarketWise affirmed its FY 2026 Billings Target of approximately $330 million and CFFO Target of $50 million, with expectations for increased renewal revenue and margins in FY 2027.
FCAP
First Capital, Inc. agreed to acquire First Bancorp of Indiana, Inc., with First Harrison Bank emerging as the surviving entity. Each First Bancorp common stockholder will receive 0.3075 shares of First Capital common stock per share, with cash compensation for fractional shares. The total merger consideration is estimated at $33.2 million, with First Capital assuming $17 million in First Bancorp's outstanding indebtedness.
HLLY-WT
Holley Performance Brands reported third-quarter 2023 results, showcasing net sales growth of 2.3% to $141.6 million and a significant margin expansion. The company achieved net income of $7.8 million, up from a prior year loss of $(0.8) million, and reduced debt by $25 million, reaching a four-year low leverage of 3.50x. Strategic initiatives and operational simplification contributed to these results, though the company remains cautious about the consumer environment.
PRTHU
Priority Technology Holdings, Inc. (NASDAQ: PRTH) reported third quarter 2026 financial results, showcasing a revenue increase of 11.3% to $268.6 million, driven by its Unified Commerce Platform. Adjusted EBITDA rose 5.5% to $60.9 million, while adjusted diluted EPS improved by 7.1% to $0.30. The company announced a go-private transaction, with affiliates of WD Capital Partners Parent Inc. set to acquire outstanding common stock for $8.05 per share, pending regulatory approvals.
IMAX
IMAX Corporation reported record third-quarter 2026 results, with revenue surging 64% year-over-year to $175 million and gross margin climbing 88% to $126 million. The company achieved a record quarterly global box office of $712 million, up 90% from the previous record, driven by Christopher Nolan's The Odyssey, which became the highest-grossing IMAX release. Net income soared 430% to $1.96 per diluted share, while adjusted EPS rose 370% to $2.21, reflecting strong operating leverage and a 28% increase in cash from operating activities to $86 million.
CTRI
Centuri Holdings, Inc. (NYSE: CTRI) reported record third-quarter 2026 revenue of $1.2 billion, a 40% increase from the prior year, and a gross profit of $113.4 million, up 45%. The company's net income attributable to common stock surged by 1,174% to $26.9 million, with adjusted net income rising 155% to $42.5 million. Year-to-date revenue reached $2.9 billion, 35% higher than the previous year, and the company anticipates mid-teens revenue growth in 2027 with a gross profit margin of 8.5% to 9.0%.
PCSA
Processa Pharmaceuticals, Inc. completed the acquisition of Vidya Therapeutics in July, supported by a $200 million private placement financing. The transaction, aimed at advancing therapeutic programs for immunological and inflammatory diseases, has propelled Processa into Phase 2 development of VT-7208. The financing, generating $183.3 million in net proceeds, is expected to fund operations through 2029, with plans to address food allergy, chronic spontaneous urticaria, and relapsing multiple sclerosis. Processa will hold special meetings to secure shareholder approval for necessary corporate actions to maintain its public status.
CRAI
Charles River Associates reported a 15.6% year-over-year revenue increase to $214.9 million for its fiscal third quarter ended October 3, 2026, marking its best-ever third-quarter results. The company raised its full-year revenue guidance to $830 million to $840 million and narrowed its non-GAAP EBITDA margin forecast to 12.2% to 12.8%. Additionally, CRAI increased its quarterly cash dividend by 17.5% to $0.67 per share, payable on December 11, 2026.
NSIT
Insight Enterprises, Inc. reported robust third-quarter financial results for 2026, with adjusted diluted earnings per share of $1.12, a 12% increase in adjusted earnings from operations to $112.5 million, and a 15% rise in net sales to $1.05 billion. The company's growth was driven by strong demand in its Secure, Integrated Solutions and Employer Awards segments. Insight Enterprises continues to expand its global partnerships and deepen its technology expertise, focusing on AI-powered solutions and rapid prototyping, exemplified by a successful RapidAI engagement deployed in just 10 days.
AVTX
Avalo Therapeutics, Inc. has established an "at-the-market" offering program with Jefferies LLC, allowing the company to issue and sell shares of its common stock at its discretion. The program, underpinned by a Registration Statement on Form S-3, permits an aggregate offering price of up to $200 million, with Jefferies receiving up to a 3.0% commission on gross proceeds. Concurrently, Avalo terminated its agreement with TD Securities (USA) LLC, effective November 5, 2026.
RL
Ralph Lauren Corporation reported second quarter fiscal 2027 results, exceeding expectations with revenue increasing 9% on a reported basis and 10% in constant currency, driven by strong demand, especially in Asia where revenue surged 28%. Direct-to-consumer comparable store sales grew 10%, with balanced growth across digital and brick-and-mortar channels, and average unit retail (AUR) increased by 9%. The company returned over $600 million to shareholders and raised its full-year outlook, reflecting a stronger-than-expected first-half performance, while maintaining $1.8 billion in cash and short-term investments.
BGC
BGC Group, Inc. reported record third-quarter 2026 revenues of $832.6 million, a 13.0% increase from the prior year, driven by growth across all segments. The company achieved all-time highs for GAAP and Adjusted Earnings, with Adjusted Earnings per share rising 17.2% to $0.34. BGC announced leadership changes, with JP Aubin becoming Vice Chairman and stepping down as Co-CEO at year-end, while projecting fourth-quarter revenues between $805 million and $865 million and Adjusted Earnings between $178 million and $196 million.
PTLO
Portillo's Inc. reported a 7.0% increase in third-quarter 2026 total revenue to $194.1 million, driven by new restaurant openings and a 1.4% rise in same-restaurant sales. The company raised its full-year Adjusted EBITDA guidance and announced a strategic plan focused on strengthening core business fundamentals and driving profitable growth. Portillo's also plans to close underperforming locations outside of Chicagoland to improve portfolio quality and strengthen returns on invested capital, with most closures expected in the fiscal fourth quarter of 2026.
ADGM
Adagio Medical Holdings, Inc. executed a one-for-thirty reverse stock split of its common stock, effective November 6, 2026. The move, approved by shareholders and the board, consolidates every thirty shares into one, impacting stock options, RSUs, and warrants by reducing share numbers and increasing exercise prices. Fractional shares will be compensated with cash. Trading on The Nasdaq Capital Market resumes on a split-adjusted basis on November 9, 2026, under the new CUSIP 00534B308.
AGEN
Agenus Inc. announced its third-quarter financial results for the period ending September 30, 2026, highlighting progress in the global Phase 3 ROBBIN trial of botensilimab (BOT) and balstilimab (BAL) for high-risk Stage II and III microsatellite-stable colon cancer. The clinical foundation for ROBBIN has been strengthened by two Phase 2 studies, NEST and UNICORN, which reported pathologic complete responses in approximately 30% of patients, with no recurrences observed at median follow-ups of up to 32.2 months. Armenia has granted the first marketing authorizations for BOT and BAL, marking a significant step in expanding treatment options for advanced disease patients.
TRC
Tejon Ranch Co. reported a third-quarter 2026 increase in net income attributable to common stockholders to $3.3 million ($0.12 per share) from $1.7 million ($0.06 per share) last year, driven by a $10.3 million rise in revenues and other income to $25.0 million. The company's farming segment revenues surged to $12.6 million, up from $4.3 million, while mineral resources segment revenues grew 24.9% to $4.0 million, with operating income rising 57.5% to $1.7 million. Tejon Ranch Co. announced development projects, including Building 1B and Hard Rock Casino Tejon expansion, with total capital at $591.3 million and liquidity of approximately $74.4 million.
CMI
Cummins Inc. reported strong third-quarter 2026 results, with revenues of $9.4 billion, a 13% increase from the same period in 2025, and GAAP net income of $1.14 billion, or $8.25 per diluted share, compared to $536 million, or $3.86 per diluted share, in 2025. The company's EBITDA reached a record $1.8 billion, or 18.9% of sales, up from $1.2 billion, or 14.3% of sales, in the prior year. Cummins expects full-year revenue growth of approximately 10% and EBITDA of approximately 18.2%, excluding charges related to the sale of the low-pressure fuel cell business in the first quarter.
CARS
Cars.com Inc. reported third-quarter 2026 results, showing revenue of $181.9 million, up 5% year-over-year, driven by Marketplace growth and adoption of the Premium+ package. Net income increased 113% to $16.3 million, with adjusted net income reaching $32.3 million and Adjusted EBITDA at $55.8 million, outperforming guidance by 120 basis points. The company repurchased 1.4 million shares for $16 million in Q3, with a total of 7.6 million shares repurchased year-to-date, on pace to meet its $90 million target.
DSGR
Distribution Solutions Group, Inc. reported a 10.7% year-over-year revenue increase to $573.6 million for the third quarter ended September 30, 2026, driven by organic sales growth of 9.2% and $7.8 million from acquisitions. The third quarter acquisition of American Fasteners contributed approximately $3.8 million in revenue. Profitability improved with adjusted EBITDA margin rising to 9.9% from 9.4%, and adjusted diluted earnings per share increased to $0.58 from $0.40.
PYXS
Pyxis Oncology, Inc. reported its financial results for the quarter ended September 30, 2026, and highlighted progress in the development of micvotabart pelidotin (MICVO). The company showcased compelling efficacy data from its Phase 1 monotherapy study in second-line and beyond recurrent/metastatic head and neck squamous cell carcinoma, with a manageable safety profile. Pyxis anticipates FDA feedback on dose selection in early 2027 and plans to initiate the global Phase 3 Headliner SM trial by mid-2027, bolstered by a strengthened balance sheet.
CABA
Cabaletta Bio, Inc. reported its third-quarter financial results for the period ending September 30, 2026, with a cash position of $299.4 million, extending its operational runway into early 2028. The company is advancing its investigational CAR T cell therapy, rese-cel, within its RESET clinical development program, targeting autoimmune diseases across rheumatology, neurology, and dermatology. Cabaletta anticipates presenting one-year clinical data from the dermatomyositis cohort at the ACR Convergence 2026 and expects three-year durability data from some Phase 1/2 patients at potential launch.
PVLA
Palvella Therapeutics, Inc. reported third-quarter financial results with cash, cash equivalents, and short-term investments totaling $236.7 million. The company announced FDA acceptance of its NDA for QTORIN® rapamycin in microcystic lymphatic malformations, granted Priority Review, and set a February 28, 2027, PDUFA target action date. Palvella is preparing for a potential U.S. commercial launch in the first half of 2027, with Phase 3 trials for multiple conditions expected to yield top-line results in the second half of 2027.
MLCMF
Millicom International Cellular S.A. reported a significant revenue increase, with unaudited interim figures for the nine-month period ending September 30, 2026, showing $5,640 million, up from $4,150 million in 2025. The company's profit before taxes from continuing operations rose to $571 million from $213 million, while total comprehensive income for the period was $119 million. Total assets stood at $20,709 million, with total liabilities at $18,432 million.
PRFX
PRF Technologies Ltd. faces a shareholder activism challenge from S.H.N. Financial Investments Ltd., which demanded a special general meeting to replace non-external directors with its nominees—a request PRF rejected. On November 2, 2026, S.H.N. initiated court proceedings in Tel Aviv to enforce the meeting and seek interim relief to limit PRF's business activities. The court has yet to rule on the petition, and PRF plans to vigorously defend its position, acknowledging in its filing that such activism and related litigation could materially impact its business and share price.
STAK
STAK Inc. has entered into a non-binding letter of intent through its subsidiary, STAK Industry Energy Ltd., for the potential procurement of gas-powered generators. The deal, valued in the hundreds of thousands of U.S. dollars initially, could expand to millions in subsequent phases, contingent upon successful delivery and acceptance of the initial equipment and fulfillment of technical and certification requirements. The company has not disclosed the identity of the potential buyer or specific terms beyond the indicative amounts, noting that the letter of intent does not constitute a completed sale or provide a basis for revenue recognition.
LOMA
Loma Negra C.I.A.S.A. agreed to a related-party transaction with SACDE Sociedad Argentina de Construcción y Desarrollo Estratégico S.A. for the sale of concrete and complementary services, exceeding 1% of the company's net worth, as part of a 30-month project to construct a granular urea production plant in Bahía Blanca. The Audit Committee has confirmed the transaction's compliance with arm's-length terms and market conditions, with the report available to shareholders upon request.
CNQ
Canadian Natural Resources Limited (CNRL) reported a significant increase in product sales, reaching $15.643 billion for the third quarter of 2026, up from $11.070 billion in the same period in 2025. Revenue for the quarter rose to $12.793 billion, compared to $9.516 billion in 2025. Net earnings for the three months ended September 30, 2026, surged to $2.997 billion, up from $600 million in 2025, with total assets reaching $98.745 billion as of September 30, 2026.
OBE
Obsidian Energy Ltd. reported robust third-quarter financial results for 2026, with average production of 28,113 boe/d and adjusted funds flow from operations of $80.7 million. The company's recent Belly River acquisition exceeded expectations, producing ~2,600 boe/d, while net debt stood at $363.3 million as of September 30, 2026. Obsidian plans to add a third drilling rig in Peace River in early December to boost its winter drilling program and expand its Clearwater waterflood initiatives.
STKE
SOL Strategies Inc. has engaged KCSA Strategic Communications to provide investor relations services, effective November 1, 2026, for an initial term of four months, with a monthly fee of US$10,000. The company will participate in the Cantor Convergence conference in Miami and the Solana Breakpoint 2026 conference in London, where it will host a booth and have leadership available for meetings. This engagement aims to develop a capital markets strategy, target investors, and enhance market intelligence.
ARCXF
ArcelorMittal reported third-quarter 2026 results, showcasing a 34% year-on-year increase in EBITDA to $2.0 billion and a rise in EBITDA per tonne to $155/t. Despite higher energy costs and weather disruptions, adjusted net income climbed to $0.9 billion, up from $0.7 billion in the previous quarter. The company's financial position remains robust, with net debt at $10.3 billion and liquidity at $8.7 billion, while returning $1.1 billion to shareholders through dividends and buybacks.
GNMSF
Genmab reported a 22% revenue increase to $3,238 million for the first nine months of 2026, driven by higher royalties and net sales of epcoritamab. Royalty revenue rose 22% to $2,699 million, while epcoritamab net sales grew 47% to $491 million. Operating expenses surged 35% to $2,018 million, with adjusted operating profit growing 9% to $1,108 million. Genmab maintained its 2026 financial guidance and announced positive topline results from several Phase 3 trials.
CISS
C3IS INC. announced its intention to effect a one-for-five reverse stock split of its common stock, scheduled to take effect on November 8, 2026, to meet Nasdaq's minimum bid price requirement. Following the split, outstanding shares will reduce from approximately 4.2 million to 0.84 million, with the CUSIP number Y18284508 assigned to the common stock. The reverse stock split aims to increase the market price of the company's stock and ensure compliance with Nasdaq listing standards.
CLGN
CollPlant Biotechnologies Ltd. secured a $1.8 million grant from the Israel Innovation Authority for its subsidiary, LightSolver Ltd., to advance the development of its Laser Processing Unit (LPU). The funding aims to enhance the LPU platform's maturity, focusing on new hardware systems, algorithmic capabilities, and integration into high-performance computing environments. This grant complements existing institutional support, including partnerships with Boeing and funding from the European Innovation Council.
BDMDW
Baird Medical Investment Holdings Limited faces imminent delisting from the Nasdaq Capital Market due to its ordinary shares falling below the $1.00 minimum closing bid price requirement for 30 consecutive business days. The company received a notification on November 2, 2026, and has a 180-day compliance period until May 3, 2027, to address the issue. Baird is exploring options to regain compliance, including meeting other initial listing standards and providing a plan to cure the deficiency if necessary.
HIMX
Himax Technologies, Inc. reported third-quarter 2026 financial results with net revenues of $246.8 million, a sequential increase of 8.5%, and a gross margin of 34.2%. The company's Q3 profit per diluted ADS of 10.7 cents exceeded guidance, driven by lower-than-expected operating expenses. Himax anticipates a 22% to 26% decline in Q4 2026 revenue, primarily due to corrections in automotive TDDI and DDIC products, while expecting FY26 automotive IC revenue to grow by approximately 10% YoY.
AG
First Majestic Silver Corp. reported a 38% year-over-year revenue increase to $394.1 million for the third quarter ended September 30, 2026, driven by higher silver and gold prices. The company achieved a 78% rise in mine operating earnings to $170.1 million and EBITDA of $228.8 million, compared to the prior quarter. Net earnings were $74.5 million (EPS of $0.15), with free cash flow of $85.5 million boosting the treasury position to $1.23 billion, a 32% increase from the end of 2025.
PLSAY
Polestar Automotive Holding UK PLC has filed a conversion plan to transform Polestar Performance AB into a Dutch B.V. (besloten vennootschap) under Swedish Companies Registration Office rules. The Proposed Conversion seeks to streamline operations and enhance efficiency by leveraging Dutch corporate law, while maintaining its headquarters in Gothenburg, Sweden. This strategic move aims to optimize the company's holding structure and capital allocation.