Market Overview
In a dramatic close to a day marked by geopolitical tensions and sector-specific shifts, global markets experienced a significant surge, buoyed by a Democratic triumph in the U.S. midterm elections. Investors, seemingly buoyed by the prospect of a more stable political landscape, propelled the Dow Jones Industrial Average upwards by over 3%, while the S&P 500 and Nasdaq Composite followed suit with gains of 1.6% and 1.4%, respectively. This unexpected rally underscores a complex interplay between macroeconomic forces and micro-level corporate developments, leaving investors cautiously optimistic as they look towards the future. The geopolitical landscape, particularly the escalating tensions between the U.S. and Iran, cast a long shadow over the markets throughout the day. However, the Democratic victory, perceived as a potential harbinger of reduced military engagement and a more measured approach to foreign policy, led to a sharp decline in oil prices, with Brent futures plunging below $100 a barrel. This development, coupled with the anticipation of a more predictable regulatory environment, particularly in the realms of artificial intelligence and consumer protection, provided a much-needed respite for investors wary of the previous administration's unpredictable policies. On the corporate front, CVS Health Corp.'s announcement to spin off its retail pharmacy business into a new entity, CVS Pharmacy, marked a significant shift in the healthcare sector. Despite the strategic rationale behind the move, Wall Street reacted negatively, with CVS shares plummeting by as much as 15%. This reaction highlights the challenges facing traditional retail pharmacies in an increasingly digital and competitive landscape, raising questions about the long-term viability of standalone pharmacy entities. The energy sector, meanwhile, faced its own set of challenges, with oil prices taking a hit amid speculation that the Democratic victory could lead to a de-escalation of the U.S.-Iran conflict. This development, while beneficial for consumers and businesses reliant on oil, underscores the sector's vulnerability to geopolitical shifts and the broader implications for global energy markets. As investors digest the day's developments, the focus shifts to the implications of the Democratic sweep for future policy directions, particularly in areas such as healthcare, technology, and energy. The ability of the new Congress to navigate these complex issues, against the backdrop of ongoing geopolitical tensions and inflationary pressures, will be critical in shaping the market's trajectory in the coming months. In conclusion, today's market movements reflect a confluence of geopolitical, economic, and corporate factors, with the Democratic victory serving as a catalyst for optimism amidst uncertainty. As investors look to the future, the interplay between policy developments, sector-specific dynamics, and global events will continue to drive market sentiment, underscoring the need for a nuanced understanding of the evolving landscape.
In a day marked by geopolitical tensions and significant political developments, the U.S. stock market experienced a notable rally in after-hours trading, driven by a Democratic victory in the midterm elections. This political shift has been perceived as a stabilizing force, leading to a surge in major indices, with the Dow Jones Industrial Average climbing over 3%, while the S&P 500 and Nasdaq Composite also saw gains. The market's response underscores investor optimism for a more predictable regulatory environment, particularly in sectors like technology and consumer protection. Sector-specific ETF movements reflect this broader sentiment. The Consumer Discretionary (XLY) and Consumer Staples (XLP) sectors saw gains of 4.27% and 3.36%, respectively, likely buoyed by expectations of a more stable economic policy landscape. The Financials (XLF) sector also benefited, rising by 3.51%, as investors anticipate a more measured approach to financial regulation. Conversely, the Energy sector (XLE) experienced a decline of 4.74%, reflecting the drop in oil prices amid hopes for reduced geopolitical tensions following the Democratic win. This highlights the sector's sensitivity to geopolitical developments and the potential for policy shifts under the new administration. The Healthcare sector (XLV) saw a modest gain of 3.07%, despite CVS Health's announcement to spin off its retail pharmacy business, which led to a sharp decline in its stock. This suggests that while individual corporate actions can impact specific stocks, broader sector trends are more influenced by anticipated regulatory changes. The Technology sector (XLK) remained relatively flat, with a negligible change, indicating that while the sector may benefit from a more predictable regulatory environment, other factors such as global supply chain issues and inflationary pressures continue to weigh on investor sentiment. In conclusion, today's market movements highlight the interplay between political developments and sector-specific dynamics. The Democratic victory has injected optimism into the market, with expectations of a more stable regulatory environment driving gains in sectors like Consumer Discretionary and Financials. However, the Energy sector's decline underscores its vulnerability to geopolitical shifts. As investors look ahead, the ability of the new Congress to navigate complex policy issues will be crucial in shaping market sentiment and sector performance in the coming months.
Market Insights
U.S. equities edged higher in subdued trading, with the advance largely driven by tech megacaps, while broader market participation waned. More than two-thirds of advancing stocks did so on below-average volume, indicating that institutional desks remained largely on the sidelines despite the green tape. This divergence in volume suggests potential tape fragility under light conditions, as most advancers lacked institutional support. Mega-caps, with an average return of 1.80% and a beta of 1.32, underperformed relative to the broader market, highlighting a reliance on a narrow set of stocks for market gains. Beta cohorts exhibited varied performance, with low beta stocks achieving the highest average return at 1.47%, while high beta stocks posted a negative average return of -0.22%. High-beta bellwethers carried the market, outperforming defensive cohorts as the median stock managed only modest gains. Despite superficially favorable market breadth for bulls, the absence of volume confirmation leaves the market vulnerable to sharp reversals if macroeconomic headlines trigger sudden selling.
Next Day Option Data
QQQ
SPY
IWM
6-K/8-K Form Update
RLJ-PA
RLJ Lodging Trust reported third-quarter 2023 results, with comparable RevPAR increasing 9.7% to $153.36, driven by ADR growth of 6.4% and a 230 basis point rise in occupancy. Comparable Hotel Revenue rose 9.1% to $354.5 million, and Net income surged 220.5% to $4.6 million. The company announced a quarterly cash dividend of $0.15 per share and updated its full-year guidance, projecting RevPAR growth of +5.75% to +6.25% and comparable Hotel EBITDA between $377 million and $383 million.
KVUE
Kimberly-Clark Corporation completed the exchange of all outstanding Kenvue Notes for up to $7 billion in new notes and cash, effectively retiring and canceling the Kenvue Notes. The exchange involved notes with aggregate principal amounts totaling approximately $6.4 billion across various maturities. Prior to settlement, Kenvue Inc. amended its indenture to remove certain covenants and restrictions, facilitating the transaction.
FATN
FatPipe, Inc. reported a 22% year-over-year revenue growth to $4.83 million for the second quarter of fiscal year 2027, ending September 30, 2026. The company achieved an adjusted EBITDA margin of approximately 24.1% and net income of $1.2 million, compared to $0.04 million and -$0.04 million, respectively, in the same period of the prior year. This performance was driven by increased recurring billings, customer renewals, and new acquisitions, underscoring strong demand for its SD-WAN and cybersecurity solutions.
NG
NOVAGOLD Resources Inc. secured shareholder approval for a series of transactions involving its acquisition by New NOVAGOLD, a subsidiary of NovaGold Corporation. The special meeting, held on November 3, 2026, saw the endorsement of the Arrangement Agreement, the adoption of incentive and employee stock purchase plans, and resolutions regarding executive compensation. Approximately 69.15% of NOVAGOLD shares entitled to vote were present, constituting a quorum for the transaction of business.
KMB
Kimberly-Clark Corporation completed the Second Merger, integrating Kenvue Inc. and its subsidiary into Kenvue LLC, now a wholly owned subsidiary. As part of the merger, Kenvue assumed $7 billion in notes, including various series maturing through 2063. Concurrently, Kenvue Inc. and the Kenvue Trustee amended the Kenvue Indenture to remove most restrictive covenants and certain default events, enhancing operational flexibility.
DRTTF
DIRTT Environmental Solutions Ltd. reported a 19% revenue increase to $44.7 million for the quarter ended September 30, 2026, compared to the same period in 2025. Gross profit rose to $15.7 million, or 35.1% of revenue, while net income after tax improved to $17.1 million from a prior loss of $3.5 million. The company's liquidity remained robust with $27.7 million in unrestricted cash and available borrowings, bolstered by a $3.7 million infusion from the Business Development Bank of Canada.
PODC
PodcastOne, Inc. and its majority parent, LiveOne, Inc., have agreed to a Forbearance Agreement and Amendment to Debentures with JGB Partners and related entities. The agreement includes forbearance provisions, repayment commitments, and modifications to the 11.75% Original Issue Discount Senior Secured Convertible Debentures, including a one-time Exit Fee upon a Company Sale or Change of Control Transaction. Additionally, LiveOne committed to filing a registration statement for share resale within 30 days and issued 275,000 shares of common stock to the holders.
FLYE
Fly-E Group, Inc. faces a demand for payment from Peapack Private Bank & Trust, as detailed in a complaint filed with the Supreme Court of New York, County of Queens. The bank seeks recovery of at least $3.9 million in outstanding principal, accrued interest, late charges, and legal fees under the company's revolving credit facility and Loan and Security Agreement. Fly-E Group is currently reviewing the complaint and evaluating its defenses and other available responses.
RLYB
Rallybio Corporation secured approval for the Avenzo Therapeutics, Inc. 2026 Equity Incentive Plan and Employee Stock Purchase Plan at its Annual Meeting, contingent on the completion of the merger with Avenzo. The 2026 Plan will issue shares to Avenzo's securityholders representing over 20% of Rallybio's outstanding shares post-merger, triggering Nasdaq's changes of control rules. Additionally, stockholders approved a reverse stock split of Rallybio Common Stock, with the final ratio to be determined by both companies.
SMMT
Summit Therapeutics Inc. secured a $2 billion strategic equity investment from AstraZeneca, reflecting confidence in ivonescimab's potential across various solid tumors. The company's global clinical development program for ivonescimab is expanding, with new studies in bladder and kidney cancers, and significant survival benefits demonstrated in PD-L1-positive advanced non-small cell lung cancer and biliary tract cancer. Summit closed the third quarter with $629.8 million in cash and investments, bolstered by the AstraZeneca investment.
SBCF
Seacoast Banking Corporation of Florida announced plans to engage with investors through one-on-one meetings to discuss its business strategy, financial performance, and future opportunities, as detailed in its Form 8-K filing. The company also disclosed its intention to acquire Villages Bancorporation, Inc., highlighting the potential impact on its financial performance and integration. Additionally, Seacoast Banking Corporation of Florida confirmed its status as not being an emerging growth company and its compliance with Regulation FD.
EE
Excelerate Energy, Inc. reported third-quarter financial results with a net income of $60.0 million and adjusted EBITDA of $133.5 million. The company executed an 11-year LNG supply agreement with AxDo Bahamas Ltd. and extended the FSRU Sequoia contract with Petrobras through 2038. Additionally, Excelerate signed a regasification services agreement with Sociedad Portuaria Puerto Bahia in Colombia and acquired the LNG carrier Methane Patricia Camila for its FSRU conversion project. The company declared a quarterly cash dividend of $0.09 per share, payable on December 3, 2026.
CF
CF Industries Holdings, Inc. reported first nine months 2026 net earnings of $1.78 billion, or $11.60 per diluted share, up from $1.05 billion in the same period of 2025. EBITDA reached $3.00 billion, with adjusted EBITDA at $3.01 billion, compared to $2.05 billion and $2.07 billion, respectively, in 2025. Net sales increased to $6.07 billion from $5.21 billion, driven by higher average selling prices. The company anticipates full-year 2026 gross ammonia production of approximately 9.5 million tons, factoring in the Yazoo City, Mississippi, Complex outage.
VSECU
VSE Corporation reported record third-quarter 2026 results, with total revenues of $541.0 million, a 91.2% increase year-over-year, and GAAP net income of $47.3 million, a 1,216.2% increase. The company's Adjusted EBITDA margin expanded approximately 310 basis points to 19.8%, driven by higher-margin engine products and synergies from acquisitions. VSE's strategic acquisition of Atech Turbine Components positions it to deepen OEM partnerships and expand markets, with revised full-year guidance of 65% to 66.5% revenue growth and 18.9% to 19.1% Adjusted EBITDA margin.
WTS
Watts Water Technologies, Inc. reported record third quarter 2026 results, with net sales of $728 million, up 19% on a reported basis and 12% organically. The company raised its full-year 2026 sales and margin outlook, citing strong performance and expectations for continued growth, particularly in data center applications. Key highlights include a 19% increase in sales for the Americas and a 54% rise in APMEA sales on a reported basis, driven by data center demand and favorable pricing.
ARQ
Arq, Inc. (NASDAQ: ARQ) reported record quarterly revenue of $38.2 million in Q3 2026, marking a 9% increase from the previous year, driven by higher sales volumes. The company achieved a gross margin of 39.7%, up approximately 1,100 basis points from 28.8% in Q3 2025, and reported net income of $2.5 million, a significant improvement from a net loss of $0.9 million in Q3 2025. Adjusted EBITDA rose 71% to $8.8 million, reflecting the strength of its core powdered activated carbon business.
STE
Steris plc reported a 9% increase in total revenue to $1.6 billion for its fiscal 2027 second quarter, with constant currency organic revenue growth at 8%. The Life Sciences segment drove growth with an 18% revenue increase and a 27% rise in operating income, while the Healthcare segment saw a 9% revenue increase to $1.1 billion. The company updated its fiscal 2027 outlook, anticipating revenue growth of 7-8% and earnings per diluted share between $11.35 and $11.55.
ABTC
American Bitcoin Corp. reported third-quarter financial results for 2026, showcasing its commitment to a Bitcoin-denominated business. Despite seasonal power cost pressures, the company increased its Satoshis Per Share by approximately 5% and grew its Bitcoin holdings by ~425 Bitcoin, or ~5%. Mining revenue was ~$63.4 million, with net income reaching ~$126 million, a significant turnaround from a net loss of ~$57.2 million in the previous quarter.
APA
APA Corporation reported third-quarter 2026 financial results, with net income of $698 million, or $2.00 per diluted share, and adjusted earnings of $676 million, or $1.94 per diluted share. The company exceeded production guidance, delivering 450,000 BOE per day, with U.S. oil production averaging 128,000 barrels per day, 4,000 barrels above expectations. APA returned $537 million to shareholders, repaid $451 million in debt, and lowered total debt by $2.8 billion since year-end 2024, while increasing its full-year 2026 free cash flow outlook to approximately $2.9 billion.
CSV
Carriage Services, Inc. reported a 35.2% increase in GAAP net income and a 10.8% rise in operating income compared to the prior year quarter, with GAAP diluted EPS at $0.56 versus $0.41 previously. Consolidated funeral contract volume grew 2.5%, with average revenue per contract up 1.9%, and insurance-funded preneed funeral contracts sold increased by 7.0%. The company announced strategic acquisitions expected to generate over $14 million in annual revenue, with closings anticipated later this year and in early 2027.
MUR
Murphy Oil Corporation exceeded production guidance in the third quarter of 2026, achieving 186,500 BOEPD, driven by enhanced Eagle Ford Shale activity and lower royalties in the Tupper Montney. The company raised its full-year production guidance to 176,000-178,000 BOEPD, reflecting a 6,000 BOEPD midpoint increase. Offshore operations commenced production from the Lac Da Vang project in Vietnam and first oil from the Lac Da Trang well offshore Côte d'Ivoire, while onshore operations included bringing online 18 wells in the Eagle Ford Shale and eight in the Tupper Montney. Capital expenditures for the quarter were $422.2 million, and the company paid $50 million in quarterly dividends, retaining $550 million under its share repurchase authorization.
HST
Host Hotels & Resorts, Inc. reported third-quarter 2026 results, achieving an 8.8% growth in comparable hotel RevPAR and a 7.3% growth in comparable hotel Total RevPAR, driven by rate increases and demand growth. The company acquired the 1 Hotel Brooklyn Bridge and Renaissance Dallas at Plano Legacy West Hotel, and amended its $2.5 billion credit facility, extending maturity and improving pricing. Despite a 56.4% decrease in GAAP net income compared to the same period in 2025, the company raised its full-year 2026 growth guidance for comparable hotel RevPAR to 6.75% and Total RevPAR to 6.0%, both above previous guidance ranges.
SWAGW
Stran & Company, Inc. announced it will hold a conference call on November 11, 2026, to discuss its fiscal quarter results ending September 30, 2026, and corporate progress. The Nasdaq-listed firm, under ticker symbols SWAG and SWAGW, issued a press release detailing the call logistics and included a forward-looking statement highlighting potential risks and uncertainties as described in its SEC filings.
HPQ
HP Inc. has appointed Emma Walmsley as Chief Executive Officer, effective January 4, 2027, succeeding Bruce Broussard, who will become Chair of the Board. Walmsley, currently CEO of GSK plc, will join the HP Board with an annual base salary of $1,450,000, a target bonus of 200% of base salary for fiscal year 2027, and equity awards totaling $21,500,000. HP also amended its bylaws to increase authorized directorships from 12 to 13 to accommodate her appointment.
CTXR
Citius Oncology, Inc. announced health-related quality of life results from pivotal Study 302 of LYMPHIR in adults with relapsed or refractory cutaneous T-cell lymphoma. The study, presented at the EORTC-CLTG 2026 Annual Meeting, showed sustained improvement in skin-related quality of life measures among patients responding to LYMPHIR, with mean changes ranging from -5.38 to -13.69 points. Additionally, nearly a third of heavily pretreated patients reported a decrease in significant itch, highlighting the importance of quality of life in treatment decisions.
FSCO
FS Credit Opportunities Corp. announced it will release its third quarter 2026 financial results on November 23, 2026, after the market close, and make available a recorded earnings call and transcript on November 24, 2026. The company also filed an interactive data file on November 4, 2026. FSCO's forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or forecasted.
DEC
Diversified Energy Company (DEC) announced third-quarter 2026 results, highlighting an accretive acquisition of Birch Resources valued at approximately $149 million and a $157 million shareholder return, including $94 million in share repurchases. The company successfully drilled its first four wells in a 20-well Oklahoma development program and received $8.6 million in cash flows from Camino PDP assets. DEC reported average production of 1,189 MMcfepd, total commodity revenue of $470 million, net income of $(202) million, adjusted EBITDA of $256 million, operating cash flow of $136 million, and adjusted free cash flow of $153 million, with capital expenditures of $39 million.
HCIIP
HCI Group, Inc. reported a robust third quarter 2026, with pre-tax income reaching $116 million and net income climbing to $86 million, up from $91 million and $68 million, respectively, in the same period last year. Gross premiums earned rose 5% to $316 million, driven by increased policy volume, while diluted earnings per share improved to $6.45 from $4.90. For the nine months ended September 30, 2026, pre-tax income was $343 million, and net income after noncontrolling interests was $231 million, reflecting a strong year-to-date performance.
MET-PF
MetLife, Inc. reported record performance and top-line growth across all business segments for the third quarter of 2026, with net income surging 187% to $2.4 billion, or $3.67 per share. Premiums, fees, and other revenues increased 12% to $14.1 billion, driven by higher variable investment income and broad-based volume growth. The company returned approximately $1 billion to shareholders and maintained holding company cash and liquid assets at $3.4 billion, aligning with its financial targets.
MLR
Miller Industries, Inc. reported fiscal third quarter 2026 results, showing solid year-over-year revenue growth driven by consistent production and demand, with revenue of $212.2 million, an 18.8% increase from Q3 2025. Gross profit rose to $29.8 million, a 17.6% increase, while net income surged to $6.1 million, a 97.2% increase, and diluted EPS grew to $0.53 per share. The company reaffirmed its 2026 revenue guidance of $850 million to $900 million and announced a dividend of $0.21 per share, with stock repurchases totaling approximately $2.7 million during the quarter.
EW
Edwards Lifesciences Corporation reported third-quarter 2026 financial results, with total sales growing 10.5% to $1.72 billion and constant currency sales increasing 11.2%. The company's TAVR sales rose 8.0% to $1.24 billion, while TMTT sales surged 44.0% to $207 million, both on a constant currency basis. Edwards raised its total company sales growth guidance to approximately 11.5% and adjusted EPS guidance to $2.97 to $3.05, reflecting an 18% growth at midpoint versus the prior year.
RDW
Redwire Corporation secured compliance with its third quarter 2026 financial results, reporting record gross margins of 32.3%, up from 16.3% in the same period of 2025. The company secured significant contracts, including a $20 million DARPA contract and a follow-on contract from Axiom Space, driving a nearly 75% year-over-year increase in backlog to $619.7 million. Redwire's net loss improved by $18.0 million to $(23.2) million, with total liquidity rising 313.9% to $538.9 million, while reaffirming its 2026 revenue forecast of $450 million to $500 million.
BLLN
BillionToOne, Inc. reported a 47% increase in third-quarter revenue to $123.0 million, driven by a 25% rise in test deliveries and an 18% increase in overall ASP. Prenatal clinical testing revenue grew by 41% to $104.3 million, while oncology clinical testing revenue surged by 96% to $17.1 million. The company raised its 2026 revenue guidance to $460 million to $470 million, projecting 51% to 54% growth over 2025, while maintaining a stable gross profit margin of 71%.
XZO
Exzeo Group, Inc. reported third quarter 2026 financial results, revealing a pre-tax income of $29.8 million and a $0.25 increase in basic and diluted earnings per share. Revenue rose to $168.5 million, with adjusted revenue climbing to $164.2 million, driven by growth in underwriting and management services. Adjusted EBITDA increased to $84.1 million, reflecting continued investment in workforce and infrastructure. The company repurchased 410,585 shares for approximately $7.0 million under its share repurchase programs.
ACNT
Ascent Industries reported a 37.8% year-over-year net sales increase for the third quarter of 2026, driven by a 26.3% growth excluding the Midwest Graphic Sales acquisition. The company closed on a transaction to acquire substantially all assets of Midwest Graphic Sales, Inc., and Sigma Coatings, Inc., adding $2.3 million in net sales and $0.2 million in adjusted EBITDA. Ascent's liquidity remains strong, with $28.7 million in cash and no debt under its revolving credit facilities, supporting its strategy for sustainable margin expansion and disciplined capital allocation.
LODE
Comstock Inc. secured compliance with its third quarter 2026 results, reporting a cash position of $43.5 million, including $39.5 million in unrestricted cash and $4.0 million in restricted cash, with no outstanding debt. The company sold its remaining mining segment assets for $30.2 million, recording a $14.0 million gain, and divested all legacy mining assets, liabilities, and related costs. Comstock Metals achieved continuous operations at its first industry-scale solar recycling facility, commissioned its first solar panel recycling production plant, and ramped up solar recycling revenue to 25% of rated capacity.
GPOR
Gulfport Energy Corporation reported a net income of $96.4 million and adjusted EBITDA of $226.5 million for the third quarter of 2026. The company generated $183.6 million in net cash from operating activities and $89.0 million in adjusted free cash flow, while producing approximately 1,057.2 MMcfe per day. Gulfport's net liquids production increased by 67% to 23.5 MBbl per day, and it incurred $111.7 million in capital expenditures.
NWSLL
News Corporation reported first quarter fiscal 2027 results, with total revenues of $2.28 billion, a 6% increase from the prior year, driven by growth at Digital Real Estate Services, Book Publishing, and Dow Jones segments. Net income rose 43% to $215 million, primarily due to higher Total Segment EBITDA and other net gains. Dow Jones revenues increased 8% to $630 million, with significant growth in circulation and licensing revenues.
ARAY
Accuray Incorporated executed a 1-for-40 reverse stock split, effective November 9, 2026, to increase the per-share trading price and regain compliance with Nasdaq's minimum bid price requirement. The move reduces the number of outstanding shares from approximately 120.2 million to 3.0 million and authorized shares from 400 million to 10 million. Computershare Trust Company, N.A. is serving as the exchange agent for the transaction.
TPC
Tutor Perini Corporation reported record financial results for the third quarter of 2026, achieving $330.9 million in operating cash flow, up 14% year-over-year. The company raised its 2026 adjusted EPS guidance to $5.90 to $6.10, driven by strong performance and higher-margin projects, with Q3 adjusted EPS at $1.83, a 59% increase. With a $20.4 billion backlog, Tutor Perini anticipates continued revenue and EPS growth in 2027, highlighting future profitability.
CPAY
Corpay, Inc. reported robust third-quarter financial results, with revenue surging 18% to $1,381.9 million and adjusted net income per diluted share climbing 32% to $7.54. The company's organic revenue growth was 11%, and it repurchased 5.25 million shares for $1.85 billion. Corpay raised its full-year 2026 outlook, projecting revenue of $5.35 billion and adjusted net income per diluted share of $28.00, reflecting growth of 18% and 31%, respectively. The firm expects fourth-quarter 2026 revenue of approximately $1.37 billion and adjusted net income per diluted share of $7.65.
BROS
Dutch Bros Inc. reported third-quarter 2026 financial results, showcasing a 29.8% year-over-year revenue increase to $549.8 million, driven by robust same shop sales growth. The company opened 48 new shops, with 42 company-operated, and aims for 250 system shop openings by 2027. Net income reached $37.2 million, adjusted EBITDA grew 29.6% to $101.1 million, and the company reacquired franchise rights for 32 Phoenix East Valley locations. Guidance projects total revenues of at least $2.1 billion, same shop sales growth of at least 5%, adjusted EBITDA of approximately $380 million, and capital expenditures between $370 million and $390 million.
VECO
Veeco Instruments Inc. reported third-quarter 2026 financial results, with GAAP revenue rising to $209.4 million from $165.9 million year-over-year, and GAAP net income increasing to $13.6 million, or $0.21 per diluted share, from $10.6 million, or $0.17 per share. Non-GAAP net income was $24.1 million, or $0.36 per diluted share, compared to $21.8 million, or $0.36 per share, in the prior year. The company forecasts fourth-quarter revenue of $230 million to $260 million, with GAAP diluted EPS of $0.34 to $0.53 and non-GAAP diluted EPS of $0.50 to $0.70. For fiscal year 2026, revenue is expected between $790 million and $820 million, GAAP diluted EPS between $0.72 and $0.92, and non-GAAP diluted EPS between $1.32 and $1.52.
LB
LandBridge Corporation reported record third-quarter 2026 revenue of $70.9 million, a 39% year-over-year increase, and net income of $34.0 million, up 68% year-over-year. The company raised its full-year 2026 Adjusted EBITDA guidance to $220-$235 million and completed a 25,000-acre acquisition in the Delaware Basin. LandBridge also commenced construction on its powered data center campus and up-sized its $100 million revolving credit facility, announcing a $125 million debt offering.
ADPT
Adaptive Biotechnologies Corporation reported third quarter 2026 financial results, achieving profitability with adjusted EBITDA of $14.3 million and free cash flow of $7.7 million. The company's core MRD revenue grew 44% to $72.6 million, while Immune Medicine revenue decreased 70% to $11.3 million. Adaptive Biotechnologies updated its full-year MRD revenue guidance to $276 million to $286 million, with total operating expenses expected at approximately $350 million.
STKS
The ONE Group Hospitality, Inc. reported third-quarter financial results ending September 27, 2026, showcasing consecutive quarters of positive transaction growth and improved sequential performance. Year-to-date cash flow from operations surged by 143% to $41.8 million, while restaurant operating profit rose by 190 basis points to 13.2% of owned restaurant net revenue. The company is focusing on capital-efficient growth through franchise and license development and low-cost conversions, aiming for a highly profitable Grill portfolio with enhanced margins and additional Benihana and STK locations.
CAVA
CAVA Group, Inc. reported fiscal third quarter 2026 results with a 22.1% year-over-year revenue increase to $353.7 million, driven by 102 new restaurant openings and a 3.1% rise in same restaurant sales. Despite a 120 basis point decrease in restaurant-level profit margin to 23.4% due to labor investments and higher third-party delivery costs, adjusted EBITDA grew 5.7% to $42.3 million. The company updated its fiscal full-year 2026 guidance, projecting 76 to 78 new openings, 6.0% to 7.0% same restaurant sales growth, and a profit margin of 23.7% to 24.0%, with adjusted EBITDA expected between $184.0 to $189.0 million.
ACAD
Acadia Pharmaceuticals Inc. reported third-quarter 2026 financial results, with GAAP total revenues of $342 million, up 22% year-over-year, and non-GAAP adjusted total revenues of $281 million, also up 22%. The DAYBUE franchise saw a 39% increase in net sales to $140 million, while NUPLAZID's net sales rose 14% to $202 million. Acadia raised its 2026 DAYBUE net sales guidance to $505-$520 million and narrowed its NUPLAZID range to $760-$775 million, with total revenue guidance remaining at $1.265-$1.295 billion.
PNTG
The Pennant Group, Inc. reported a 32.0% increase in third-quarter 2026 revenue to $302.3 million, with GAAP diluted earnings per share at $0.26 and adjusted earnings per share at $0.35. The Home Health and Hospice Services segment saw a 38.2% revenue rise to $239.8 million, while the Senior Living Services segment grew 12.6% to $62.4 million. The company's strong performance is attributed to the successful execution of key initiatives focused on leadership, clinical excellence, and growth.
MSI
Motorola Solutions, Inc. reported third-quarter 2026 financial results, with sales of $3.4 billion, a 12% increase year-over-year, driven by growth in Products and Systems Integration and Software and Services segments. The company raised its full-year revenue and earnings outlook, expecting revenue of approximately $13.050 billion and non-GAAP EPS between $17.94 and $17.99 per share for 2026. Operating margins improved, with non-GAAP operating margin at 32.5%, up 200 basis points from the previous year. Motorola Solutions also announced a $2 billion increase to its share repurchase authorization and closed the acquisition of D-Fend Solutions for $1.3 billion, primarily funded through $950 million of new long-term senior notes.
PGNY
Progyny, Inc. reported record third-quarter revenue of $341.3 million, an 8.9% increase from the prior year, driven by growth in fertility and pharmacy benefit services. The company achieved a gross profit of $83.7 million, up 15%, with a gross margin of 24.5%, and net income of $26.3 million, or $0.32 per diluted share, compared to $13.9 million, or $0.15 per diluted share, in the prior year. Progyny raised its full-year revenue guidance to $1.365 billion to $1.385 billion, reflecting strong financial performance and strategic investments.
TKNO
Alpha Teknova, Inc. reported third-quarter 2026 financial results, with total revenue of $12.7 million, up 22% from $10.5 million in the same quarter of 2025, driven by increased sales to life science tools, diagnostics, and biopharma customers. The company raised $46 million through an underwritten public offering of 9.2 million shares, resulting in net proceeds of approximately $42.9 million, and launched the Fill-Tek™ Dispensing System. Teknova raised its 2026 revenue guidance to $46-48 million, maintained full-year Free Cash Outflow expectations of less than $8 million, and announced Stephen Gunstream as President and CEO.
WES
Western Midstream Partners, LP reported third-quarter 2026 results, with net income attributable to limited partners at $324.8 million, adjusted EBITDA of $708.3 million, and distributable cash flow of $512.3 million. The company noted a 12-percent increase in adjusted EBITDA and a 20-percent rise in natural-gas throughput in the Delaware Basin. WES reaffirmed its 2026 guidance, anticipating adjusted EBITDA between $2.750 billion and $2.950 billion, distributable cash flow between $2.050 billion and $2.250 billion, and free cash flow between $1.100 billion and $1.300 billion, with capital expenditures expected to exceed the high end of the $850.0 million to $1.0 billion range due to investments in the Solitude Pipeline System.
QNST
QuinStreet, Inc. reported record fiscal first quarter 2027 results, with revenue of $416.7 million, up 46% year-over-year, and adjusted net income of $29.2 million, or $0.50 per diluted share, up 275% year-over-year. The company raised its FY27 outlook, expecting revenue between $1.5 and $1.6 billion and adjusted EBITDA between $155 and $165 million, representing 20% revenue growth and 42% adjusted EBITDA growth year-over-year at the midpoints. QuinStreet also announced the appointment of Gregory Wong as Chief Financial Officer and reiterated its commitment to AI initiatives to enhance productivity and efficiency for clients.
ADMA
ADMA Biologics, Inc. reported a 5% year-over-year increase in third-quarter 2026 total revenue, reaching $141.1 million, with ASCENIV revenue surging 31% to $124.7 million. The company's GAAP net income rose 37% to $49.9 million, while adjusted net income grew 31% to $51.1 million. Adjusted EBITDA increased 32% to $77.3 million, and gross margin expanded to 71%, up approximately 1,450 basis points year-over-year. ADMA reiterated its FY2026 revenue guidance of at least $530 million and raised expectations for Adjusted Net Income and Adjusted EBITDA, advancing SG-001 as a growth opportunity following positive FDA feedback. The company continues its share repurchase program, aiming to complete its $200 million or more 2026 target.
PAYC
Paycom Software, Inc. reported third-quarter financial results for the period ending September 30, 2026, with total revenues of $543.8 million, marking a 10.2% increase year-over-year. Recurring and other revenues accounted for 95.5% of the total, at $519.3 million. The company's GAAP net income was $133.2 million, or $2.99 per diluted share, while non-GAAP net income reached $150.0 million, or $3.37 per diluted share, both showing growth from the previous year. Adjusted EBITDA was $268.1 million, representing 49% of total revenues.
HUBS
HubSpot, Inc. reported Q3 2026 financial results, with revenue growing 17% to $947.6 million, driven by a 18% increase in subscription revenue to $930.2 million. Operating income improved to $71.9 million, with non-GAAP operating income rising 33% to $214.2 million. Net income reached $83.0 million, or $1.68 per share, while cash and investments totaled $1.3 billion. The company repurchased $237.2 million of its stock and generated $238.0 million in operating cash flow. HubSpot forecasts Q4 2026 revenue between $945.0 million and $947.0 million, with non-GAAP operating income between $216.0 million and $217.0 million, and non-GAAP net income per share between $3.85 and $3.87. Full-year 2026 revenue is expected to range between $3.685 billion and $3.687 billion.
OTF
Blue Owl Technology Finance Corp. (OTF) reported a strong third quarter with GAAP net investment income (NII) per share of $0.29, adjusted NII per share of $0.29, and total dividends of $0.40 per share. Net asset value (NAV) per share rose to $16.62, up from $16.48, while new investment commitments reached $441 million. The company raised $900 million in new debt capital, including $550 million in senior unsecured notes, and delivered an 11.7% net income return on equity (ROE), buoyed by improving market sentiment toward software and technology.
PCVX
Vaxcyte, Inc. secured compliance with its third-quarter financial results, reporting pro forma cash, cash equivalents, and investments of approximately $3.4 billion, bolstered by $1.1 billion in net proceeds from equity and convertible senior notes offerings. The company announced positive topline data from the pivotal Phase 3 trial of its next-generation pneumococcal vaccine, VAX-31, for adults aged 50 and older, setting the stage for a planned Biologics License Application submission pending FDA review. Vaxcyte anticipates reporting results from additional trials in the first half of 2027, supporting a BLA submission in the first half of 2028.
KVYO
Klaviyo reported solid Q3 results with revenue of $387.2 million, marking a 25% year-over-year growth, and raised its FY26 revenue guidance to $1.537 billion to $1.541 billion, indicating similar growth. The company expanded its customer base to over 211,000, with significant increases in large customers generating over $50,000, $250,000, and $500,000 of ARR, up 33%, 49%, and 57%, respectively. Klaviyo also authorized a $300 million share repurchase program, highlighting strong platform adoption and international expansion, with 32% revenue growth outside the Americas.
FIG
Figma, Inc. reported a 43% year-over-year revenue increase to $391.4 million for the third quarter ended September 30, 2026, surpassing guidance. The company achieved a non-GAAP net income of $53.7 million and a Net Dollar Retention Rate of 131%, with paid customers exceeding $10,000 in ARR rising to 16,566. Figma raised its full-year revenue and non-GAAP operating income outlook, emphasizing investments in AI capabilities.
RGR
Sturm, Ruger & Company, Inc. reported third-quarter 2026 results, with net sales of $147.6 million, a 16.5% increase year-over-year, and diluted earnings per share of $0.36, a 260% increase year-over-year. The company declared a quarterly dividend of $0.18 per share and announced the suspension of production for select product families as part of its Ruger 2030 strategy. As of September 26, 2026, Ruger had cash and short-term investments totaling $101.4 million, with a current ratio of 3.0 to 1 and no debt.
ROOT
Root secured strong profitability in the third quarter, generating $381 million in revenue, $14 million in net income, and $34 million in adjusted EBITDA, resulting in an 18% annualized return on equity. The company renewed its relationship with Carvana, launched a Hyundai Secure+ pilot in Phoenix, expanded into Wyoming, and completed its latest proprietary pricing model. Root's net combined ratio improved to 97.2%, with policies in force rising 4% year-over-year to 484,000, while partnership new writings grew 19% to represent 52% of total new writings.
PKOH
Park-Ohio Holdings Corp. reported record revenue of $459 million in Q3 2026, a 15% year-over-year increase, driven by strong demand across key markets. The company raised its FY 2026 sales outlook to $1.750 billion to $1.770 billion and adjusted EPS outlook to $3.35 to $3.50 per diluted share. Gross margin improved to 17.9%, up 120 basis points from the prior year, while operating income increased 54% year-over-year. Park-Ohio has engaged an investment banking firm to explore strategic alternatives for its Southwest Steel Processing business, expected to contribute approximately $15 million in revenue and a loss of $0.46 per diluted share.
CLOV
Clover Health Investments Corp. reported strong third-quarter 2026 results, with GAAP Net Income of $6 million and total revenues of $759 million, up 53% year-over-year. The company improved its full-year guidance, projecting total revenues between $2.97 billion and $3.00 billion and GAAP Net Income between $25 million and $35 million. Clover Health's flagship PPO, representing 98% of membership, received a 5-Star rating for Payment Year 2028, positioning the company for meaningful earnings expansion in 2027.
SDGR
Schrödinger reported third-quarter 2026 financial results, with a 17% increase in annual contract value (ACV) to $44.7 million and a 19% rise in total revenue to $64.5 million. Software revenue grew 6% to $38.2 million, while hosted software revenue surged 49% to $17.2 million, representing 32% of total software revenue. Drug discovery revenue increased 85% to $24.2 million, primarily due to a milestone payment from Structure Therapeutics. Operating expenses decreased 13% to $64.4 million. For fiscal year 2026, Schrödinger expects ACV between $222 million and $232 million and drug discovery revenue between $75 million and $85 million.
INSG
Inseego Corp. reported Q3 2026 financial results, with revenue of $33.3 million, an Adjusted EBITDA of negative $1.0 million, and a GAAP Net Loss of $8.1 million. The company completed the acquisition of Nokia's Fixed Wireless Access (FWA) business, expected to double its revenue and establish it as a global wireless broadband leader. Inseego anticipates Q4 2026 total revenue between $56 million and $65 million, with Adjusted EBITDA ranging from $0 million to $2 million, supported by $12 million to $14 million in payments from Nokia.
GTBIF
Green Thumb Industries Inc. reported a third-quarter 2026 revenue increase of 11.3% to $324.4 million, driven by retail sales in Minnesota and growth in existing markets. The company maintained a Normalized EBITDA margin of 27.6%, totaling $89.4 million, and ended the quarter with $316.0 million in cash. Additionally, Green Thumb amended an agreement with RYTHM, Inc. to remove beneficial ownership limitations on certain convertible notes and pre-funded warrants, effective October 10, 2026.
BWXT
BWX Technologies, Inc. launched a private offering of $500 million in senior notes due 2034. Concurrently, the company commenced cash tender offers for its outstanding 4.125% Senior Notes due 2028 and 2029, aiming to purchase all validly tendered notes. The net proceeds, along with existing cash, will fund these purchases, satisfy and discharge the related indentures, and cover associated costs.
PSNL
Personalis, Inc. reported a robust third-quarter performance ending September 30, 2026, with total revenue surging to $25.6 million, up from $14.5 million in the same period of 2025. The growth was primarily driven by a significant increase in clinical test revenue, reaching $4.4 million, and core revenue from pharma testing services, totaling $17.2 million. Personalis also launched the NeXT Personal Real-Time Variant Tracker and shared promising results from the TNBC B-STRONGER-1 study, while maintaining a cash position of approximately $190.6 million.
COHR
Coherent Corp. reported first quarter fiscal 2027 results, with pro forma revenue of $2.37 billion, marking a 50% year-over-year increase. Non-GAAP gross margin reached 40.6%, up 184 basis points, while non-GAAP net income per diluted share rose to $2.09, a 93 basis point increase. The company anticipates fiscal 2027 pro forma revenue growth to exceed 60%.
SBGI
Sinclair Inc. reported robust financial results for the three and nine months ended September 30, 2026, with total revenue up 16% year-over-year and Adjusted EBITDA soaring 113% to $213 million. Political advertising revenue surged 55% to $136 million in the third quarter, with full-year projections set to surpass the 2024 record of $405 million. The company raised its full-year 2026 Adjusted EBITDA guidance to $825 million-$835 million, bolstered by new network affiliations with ABC and CBS and increased liquidity of $1.4 billion following loan retirements.
HCC
Warrior Met Coal, Inc. reported strong third quarter 2026 results, generating $166.0 million in operating cash flows and $138.9 million in free cash flow. The company saw a 48% increase in sales volumes to 3.5 million short tons, driven by the Blue Creek mine's expansion, and declared a special dividend of $2.00 per share, in addition to the regular quarterly dividend, totaling approximately $106 million. Net income rose to $49.3 million, with Adjusted EBITDA increasing 76% to $124.0 million, reflecting improved steelmaking coal prices and operational efficiency.
PTC
PTC Inc. announced fourth quarter and fiscal year 2026 results, reporting ARR excluding divested businesses of $2,508 million in Q4 2026, up 8% year-over-year, with constant currency ARR at $2,545 million, up 9.7%. Operating cash flow fell 55% to $47 million, and free cash flow dropped 63% to $38 million in Q4 2026, while revenue declined 25% year-over-year to $673 million. PTC entered into a definitive agreement to be acquired by Schneider Electric, suspending quarterly earnings calls and guidance.
ARQT
Arcutis Biotherapeutics, Inc. reported third-quarter 2026 financial results, with net product revenue of $143.9 million, marking a 45% year-over-year growth and an 11% sequential increase, driven by strong demand for ZORYVE topical products. The company raised its 2026 net product sales guidance to $535 million-$545 million and announced a collaboration with Simone Biles for the Skin to Believe In campaign. Arcutis also disclosed topline results from Phase 2 trials for ZORYVE foam and received a Best Prescription Skin Solution award for ZORYVE cream 0.15%.
XNCR
Xencor, Inc. reported compelling third-quarter financial results, highlighting its lead CD3 T-cell engaging bispecific antibody, XmAb819, which demonstrated promising clinical data in advanced clear cell renal cell carcinoma. The company plans to engage with the FDA for a potential accelerated approval pathway for XmAb819, targeting patients who have exhausted standard treatments. XmAb819 is expected to be the third XmAb 2+1 bispecific antibody to enter a potential registration-enabling study by the end of 2027, following xaluritamig and ASP2138.
MBRX
Moleculin Biotech, Inc. announced that its lead drug candidate, Annamycin, will be presented at the 2026 American Society of Hematology Annual Meeting. The abstract, titled "A Pivotal Phase 2/3 Study of Naxtarubicin as Second Line Therapy in Patients with AML," highlights interim results from the MB-108 trial, showing complete remission rates of 43% and 36% in Annamycin treatment arms versus 12% in the placebo arm, with no cardiotoxicity observed. The MIRACLE Trial aims to confirm efficacy and safety findings from the prior MB-106 Phase 1/2 trial.
APC
ARKO Petroleum Corp. raised its full-year 2026 Adjusted EBITDA guidance to $156 million to $157 million, reflecting a third-quarter increase to $41.0 million from $37.4 million. Net income rose to $13.3 million, up from $10.1 million, while discretionary cash flow improved to $32.3 million from $26.5 million. The company announced an asset purchase agreement to acquire U.S. Petroleum Partners, LLC, aiming to expand its scale and infrastructure.
MGY
Magnolia Oil & Gas Corporation reported its financial and operational results for the quarter ended September 30, 2026, revealing adjusted net income and adjusted free cash flow. The company provided forward-looking statements on the integration of the WildFire Acquisition and potential impacts from market prices, regulatory changes, and geopolitical conditions. Key metrics disclosed include adjusted EBITDAX, net debt, and return on capital employed.
BAYAR
Bayview Acquisition Corp. faces imminent delisting from Nasdaq following the exchange's decision to uphold the removal of its securities from listing, effective after failing to complete its business combination with Oabay Inc. by the June 19, 2026 deadline. The company is seeking quotation on the OTC Markets, having filed a Form 211 with FINRA on September 16, 2026, to initiate a public quotation for its Ordinary Shares on the OTC Pink Market. Nasdaq has yet to file a Form 25-NSE with the SEC as of the latest report.
NARA
Narragansett Bancorp, Inc. completed its two-tier holding company reorganization and related stock offering, positioning itself as the holding company for BayCoast Bank. The company's common stock is set to begin trading on the Nasdaq Capital Market under the symbol "NARA" on November 2, 2026, following the successful completion of the stock offering, which involved the sale of 9,098,800 shares. The offering was oversubscribed, and the total shares issued and outstanding will be 21,160,000.
FRPT
Freshpet, Inc. reported Q3 2026 earnings, highlighting strong sales growth and margin improvements, with Adjusted Gross Margin increasing by 1%, Adjusted EBITDA by 5%, and Adjusted EBITDA Margin also rising by 5%. The company emphasized its strategic advantages, including a large category, growing market share, and disciplined capital spending, with a focus on capital efficiency and scale benefits. Freshpet's Total Addressable Market (TAM) for pet food is projected at $57 billion, with the company holding a 4.5% market share, and its MVP household penetration grew to 17%, representing 72% of sales.
CRTD
Creatd, Inc. has appointed Claudia Albelais as Chief Financial Officer and principal financial officer, succeeding Jeremy Frommer, effective November 2, 2026, with an increased annual base salary of $212,500. Additionally, Chelsea Pullano was elected as a director, serving as Chair of the Governance Committee and, upon listing on a national securities exchange, as a member of the Audit Committee, with a monthly cash retainer and quarterly stock option grants. These appointments aim to bolster Creatd's finance, reporting, and governance structure as the company progresses toward a national exchange listing.
CHSCO
CHS Inc. reported a net income of $1.1 billion for fiscal year 2026, up from $597.9 million in 2025, driven by strong performance in its Energy, Grains, and Agronomy segments. The company plans to return $300 million in cash patronage and equity redemptions to its owners in fiscal year 2027, a 150% increase from the previous year. CHS has also announced investments of nearly $450 million and $700 million in a phosphate production facility in Louisiana and a soybean processing facility in Evansville, Wisconsin, respectively, with operations expected to complete by late 2028 or 2029.
ENVA
Enova International, Inc. announced its proposed offering of up to $600 million in senior notes due 2031 and issued a notice of conditional full redemption of its 11.25% Senior Notes due 2028. The redemption, priced at 102.813% of the principal plus accrued interest, is contingent upon securing sufficient new financing by December 15, 2026. If conditions are unmet, the redemption notice may be rescinded. Proceeds will be used to redeem the 2028 Notes, cover offering-related expenses, and repay part of the company's revolving credit facility.
ONCY
Oncolytics Biotech Inc. announced translational data from its study in squamous cell anal cancer patients, demonstrating pelareorep's ability to impact the immune system in HPV-driven tumors. The data revealed that pelareorep-driven changes in the tumor microenvironment are associated with tumor responses and shrinkage, with immune activation levels more than doubling in nearly all patients after one treatment cycle. These findings support pelareorep's potential across HPV-driven cancers and its synergy with checkpoint inhibitors, reinforcing its potential to combat tumor growth in HPV-associated cancers.
COR
Cencora, Inc. has restructured its operating model to enhance execution and visibility, effective in the first quarter of fiscal 2027. The company now reports under three segments: Pharmaceutical Distribution and Services, Specialty Pharmaceutical and Provider Services, and Other. This reorganization aims to streamline operations and improve strategic focus, with the Other segment exploring strategic alternatives.
CGEM
Cullinan Therapeutics announced updated data from its CLN-049 Phase 1 trial for relapsed or refractory acute myeloid leukemia (AML) or myelodysplastic syndrome (MDS) at the upcoming American Society of Hematology Annual Meeting. The trial, involving 87 patients, showed a cytokine release syndrome (CRS) rate of 36%, reduced to 26% with a two-step-up dosing regimen, and an uncommon incidence of interstitial lung disease (ICANS) at 6%. The highest complete response rates were observed at target doses of 6 or 12 µg/kg, demonstrating significant anti-leukemic activity.
LXFR
Luxfer Holdings PLC agreed to a transaction with Double Eagle Acquisition Buyer, Inc., a Delaware corporation managed by Wynnchurch Capital, L.P. The agreement, pending court approval, allows the buyer to acquire Luxfer's entire issued share capital, offering shareholders $17.37 per share in cash. Shareholders approved the scheme and related proposals at meetings on November 4, 2026, with the transaction expected to close around November 18, 2026, subject to court sanctioning and filing requirements.
CDTTW
CDT Equity Inc. executed a 1-for-20 reverse stock split of its common stock, effective at 5:00 p.m. Eastern Time on November 5, 2026. The move reduces outstanding shares from 20,357,283 to approximately 1,017,864, with no change in par value or authorized shares. Trading on The Nasdaq Capital Market resumes on November 6, 2026, under the existing ticker symbol "CDT," with fractional shares converted to cash payments.
AIRE
ReAlpha Tech Corp. commenced a best efforts public offering of 1,361,028 shares of its common stock and warrants for up to 3,013,972 shares, priced at $0.40 and $0.3999 respectively, aiming to raise approximately $1.75 million before fees. The offering, expected to close on November 4, 2026, is subject to customary conditions, with the company agreeing not to issue additional shares or file related registration statements for 180 days post-closing. Maxim Group LLC received a $150,000 placement fee, with total fees capped at $300,000, and lock-up agreements restrict sales by directors and officers for 45 days post-closing.
NNN
NNN REIT, Inc. reported third-quarter and nine-month results for the period ending September 30, 2026, with net earnings of $0.57 and $1.58 per diluted share, respectively. The company achieved a 5.9% growth in Core FFO and AFFO per diluted share over the prior year, with portfolio occupancy rising to 99.2%. NNN closed on $221.7 million of investments and sold 32 properties for $50.7 million, while raising $89.5 million through forward sale agreements and share issuance under its ATM program.
SEPN
Septerna, Inc. announced the selection of SEP-204 as its development candidate for Graves' disease and thyroid eye disease, reporting promising preclinical data. The potent, selective TSHR negative allosteric modulator demonstrated desirable drug-like properties and favorable pharmacokinetics, supporting once-daily oral dosing in humans. Phase 1 clinical trials are planned for the first quarter of 2027, following positive results in preclinical studies.
URGN
UroGen Pharma Ltd. reported $89.0 million in third-quarter 2026 revenue, marking a significant increase from $27.5 million in the same period of 2025, driven by the commercial launch of ZUSDURI. The FDA accepted UroGen's NDA for UGN-103, targeting low-grade intermediate-risk non-muscle invasive bladder cancer, with a PDUFA goal date of June 14, 2027. Additionally, UroGen initiated a Phase 1 trial for UGN-501 and entered a strategic collaboration with IntraGel Therapeutics, securing options to develop up to three oncology products and acquire a Phase 2-ready therapy for head and neck cancer.
SMRT
SmartRent, Inc. reported third-quarter 2026 financial results with double-digit revenue growth, improved margins, and increased profitability. Total revenue reached $41.6 million, a 15% increase from the prior year, with core revenue growing 24% to $40.7 million. Gross margin expanded to 41%, and adjusted EBITDA improved by $4.0 million to $1.1 million, marking the fourth consecutive quarter of positive adjusted EBITDA. The company's cash on hand increased to $89.2 million, and it generated positive cash flow from operations of $2.9 million.
AVT
Avnet, Inc. reported record quarterly sales of $10.7 billion, marking an 82% year-over-year increase and a 29% sequential growth, with all Electronic Components regions and Farnell experiencing positive growth. The company's diluted earnings per share (EPS) stood at $3.28, up from $0.61 in the prior-year quarter, reflecting a 332% year-over-year increase in adjusted diluted EPS to $3.63. Operating income margin improved to 4.4%, with adjusted operating income margin rising to 4.7%, and Avnet announced a $30 million dividend return to shareholders.
STIM
Neuronetics, Inc. reported a 12.5% year-over-year increase in total revenue to $42.0 million for the third quarter of 2026, with adjusted EBITDA improving to $1.9 million from a loss of $4.7 million in the prior year. The company narrowed its net loss to $1.6 million from $9.4 million last year and generated $0.8 million in cash from operations and investing activities. Neuronetics submitted a 510(k) application for accelerated TMS and entered an agreement with Wave Neuro to pursue PTSD treatment, while launching the first-ever TMS integration with an EHR/EMR platform.
NUCLW
Eagle Nuclear Energy Corp. agreed to acquire Noble Plains Uranium Corp. through a binding letter of intent, proposing to exchange shares of its common stock for all outstanding shares of the Target. The transaction, subject to a court-approved plan of arrangement, includes a binding exchange ratio and a break fee of US$400,000, with a bridge loan of CAD $500,000. The deal aims for completion within 120 days post-definitive agreement, pending shareholder and regulatory approvals.
SPB
Empower Brands Holdings Group, LLC, jointly owned by Spectrum Brands Holdings, Inc. and Oaktree Capital Management, L.P., has proposed to acquire all outstanding common equity of Helen of Troy Limited for $37.00 per share in cash. This offer represents a 31% premium over Helen of Troy's 30-day volume-weighted share price, providing immediate value certainty for shareholders without financing contingencies or anticipated regulatory concerns. The proposal follows several private engagement attempts with Helen of Troy's Board over recent months.
WLK
Westlake Corporation reported third quarter 2026 results, with net sales of $3.0 billion and net income of $6 million ($0.05 per share). The company's EBITDA, excluding identified items, reached $408 million, driven by a 6% increase in average sales price and an 8% rise in sales volume in the Performance and Essential Materials segment. Despite challenges in the European chemical industry, Westlake integrated its North American chlorovinyls assets with the Wilhelmshaven vinyls facility.
SVRN
SVRN, Inc. appointed Patrick O'Kain as Chief Operating Officer, effective November 3, 2026, replacing David Schwed, who will become Senior Advisor. O'Kain, with over 20 years of experience in venture capital and national security, joins from Borderless Capital, where he was General Partner. His appointment follows SVRN's expansion into NEAR infrastructure and its acquisition of FastNEAR, with CEO Sal Ternullo expressing confidence in O'Kain's ability to accelerate growth and integrate operations.
NTR
Nutrien Ltd. declared a quarterly dividend of US$0.55 per share, payable on January 15, 2027, to shareholders of record on December 31, 2026. The dividend amounts are based on the Bank of Canada's daily average exchange rate on December 31, 2026, with U.S. registered shareholders receiving payments in U.S. dollars. Nutrien also offers direct deposit via electronic funds transfer and allows shareholders to choose between U.S. or Canadian dollars for their dividend payments.
ASM
Avino Silver & Gold Mines Ltd. reported a 59% revenue increase to $33.4 million in Q3 2026, driven by silver production. Mine operating income rose 50% to $14.8 million, while net income was $6.1 million, or $0.03 per diluted share. EBITDA increased 12% to $12.8 million, and adjusted earnings were $14.3 million, or $0.08 per share, marking a 23% rise. Operating cash surged 52% to $12.7 million, with significant development progress at La Preciosa.
YPF
YPF Sociedad Anónima reported a net loss of approximately US$130 million for the first nine months of 2026, reversing a net profit of US$110 million in the same period of 2025. The company's total assets decreased to US$95 billion, while total liabilities rose to US$86 billion as of September 30, 2026. YPF announced a 10% workforce reduction and a restructuring plan to address financial challenges, alongside facing a lawsuit from the Argentine Tax Authority alleging unpaid taxes of US$100 million.
ARIS
Aris Mining Corporation reported a net income of $66.7 million for the three months ended September 30, 2026, up from $42.0 million in the same period in 2025, and $258.5 million for the nine months ended September 30, 2026, compared to $28.3 million in 2025. Total assets increased to $3.05 billion as of September 30, 2026, from $2.51 billion as of December 31, 2025, while liabilities rose to $1.17 billion. The company's equity grew to $1.88 billion, and comprehensive income for the three months ended September 30, 2026, was $108.7 million.
GCDT
Green Circle Decarbonize Technology Limited faces imminent delisting from NYSE American due to low share prices, with trading suspended as of November 3, 2026. The company plans to transition to the OTC Pink Limited Market under the symbol "GCDT" and will seek a review of the delisting decision. This move is not expected to impact business operations or SEC reporting obligations, and shareholders will retain their shares in existing brokerage accounts, with trading resuming on the OTC Market subject to broker policies.
STMEF
STMicroelectronics N.V. reported a 7.7% sequential increase in net revenues to $3,757 million for the third quarter of 2026, surpassing its business outlook range. Gross profit reached $1,401 million, reflecting a 32.2% year-over-year increase, while operating income rose to $367 million, marking a 420 basis point improvement in operating margin. Net income attributable to the parent company grew by 28.7% year-over-year to $291 million.
CCGWW
Cheche Group Inc. announced an extraordinary general meeting on November 25, 2026, to approve resolutions including the creation of a new class of ordinary shares, designated as class C, with 300 votes per share. The company plans to amend its authorized share capital, increasing class B ordinary shares to 18,571,429 and class C ordinary shares to 10,000,000, while reclassifying 10,000,000 authorized but unissued class B shares as class C. The meeting will take place at Desheng Hopson Fortune Plaza in Beijing, with the record date set for November 5, 2026.
SCAGW
Scage Future has entered into a strategic cooperation agreement with China Huaye Group Co., Ltd. ("NCMCC"), effective September 22, 2026. The non-binding framework agreement, covering infrastructure construction, mining operations, and renewable energy, aims to deploy up to 1,000 electric heavy-duty trucks for mining logistics. Scage Future's zero-emission technologies are expected to enhance NCMCC's mining operations, promoting sustainable transportation solutions in China's mining industry.
CDLR
Cadeler A/S experienced a failed share exchange offer when Niki Invest ApS, associated with a board member, tendered 87,410 shares but did not complete the acceptance process before the offer period expired. The transaction, announced on November 2, 2026, involved shares in the global offshore wind turbine transport and installation company. Cadeler A/S is listed on both the New York Stock Exchange (ticker: CDLR) and the Oslo Stock Exchange (ticker: CADLR).
PAASF
Pan American Silver Corp. acquired 6,250,000 common shares of Galleon Gold Corp. for C$1.12 per share in a non-brokered private placement, increasing its ownership to approximately 15.6% on a non-diluted basis and 27.3% on a partially-diluted basis. The acquisition, made for investment purposes, may lead to further transactions depending on market conditions. Prior to this, Pan American held 19,824,766 common shares and 9,375,000 warrants, with rights to acquire an additional 17,777,777 shares under a convertible debenture.
CLGN
OptiPhi Computing Ltd., formerly CollPlant Biotechnologies Ltd., announced its proposed name change to reflect its expansion into photonic computing following the acquisition of LightSolver Ltd. The company plans to seek shareholder approval for the name change and transition its Nasdaq trading symbol from "CLGN" to "OPHI" at a general meeting on November 24, 2026. This strategic move aligns the company's identity with its focus on leveraging LightSolver's Laser Processing Unit technology alongside its existing bioprinting assets.
JBDI
JBDI Holdings Limited issued $900 million in convertible promissory notes as part of a strategic acquisition agreement with Glorian Capital Ltd. The notes, subject to Nasdaq compliance and other conditions, represent non-cash acquisition consideration and rank pari passu with the company's existing unsecured obligations. The aggregate voting interest held by the purchasers and their affiliates is capped at 40% of the company's total voting power.
EVAX
Evaxion A/S will present new data for its therapeutic vaccine EVX-04 at the American Society of Hematology Annual Meeting in New Orleans, December 12-15, 2026. The data validate EVX-04's potential as an off-the-shelf treatment for acute myeloid leukemia, showing broad patient coverage and conserved target expression across disease stages. These findings build on previous preclinical results demonstrating strong T-cell responses and tumor growth inhibition in humanized mice.
GMHS
Gamehaus Holdings Inc. agreed to acquire all Ordinary Shares beneficially owned by certain parties, including itself, from Techforge Co., Ltd, for a purchase price of $X million. The agreement, dated November 2, 2026, includes terms related to compliance with Anti-Bribery Laws, Anti-Money Laundering Laws, and International Trade Laws, alongside representations and warranties concerning the transaction. The deal is subject to conditions such as the absence of Material Adverse Effects and adherence to Fundamental Representations.
CDROW
Codere Online Luxembourg, S.A. will release its third quarter 2026 results before 8:30 AM US Eastern Time on November 12, 2026, with a conference call to discuss the outcomes and provide a business update. The company, a leading online gaming operator in Spain and Latin America, offers sports betting and casino services through its advanced website and mobile apps, operating in key markets including Spain, Mexico, Colombia, Panama, and Argentina. Codere Group, its parent company, is a prominent player in the private gaming industry with a presence in Europe and Latin America.
CVE
XYZ Corporation reported a Q3 revenue of $1 billion USD, with a gross profit of $400 million USD and a net income of $100 million USD. The company's issued capital increased to $1 billion USD, while treasury shares decreased to $200 million USD. Notably, XYZ appointed a new CFO effective January 1, 2026, and announced a merger with a downstream member effective July 1, 2026, impacting its refining segments.
NCEL
NewcelX Ltd. agreed to divest its Mazindol asset portfolio to REA Holdings Inc., a Delaware corporation under formation led by Ronald Hafner. The transaction includes an upfront cash payment of $500,000, with $30,000 in cash and the remainder in shares representing 9.4% of REA's fully diluted equity, plus up to $55 million in milestone payments and tiered royalties on global net sales. The deal, subject to customary closing conditions, allows NewcelX to focus on its core cell-therapy pipeline, including NCEL-101 for Type 1 Diabetes.
SILC
Silicom Ltd. secured additional business from a long-standing cybersecurity customer, reinforcing cybersecurity as its largest market, now representing about one-third of total revenues. This expansion marks Silicom's fifth cybersecurity win in 2026, with total business from this customer projected to exceed $10 million in 2027. The company continues to explore further products and use cases with this customer to boost future revenues.
AUDC
AudioCodes Ltd. reported a 4.2% year-over-year increase in quarterly revenues to $64.1 million for Q3 2026, with services revenues rising 19.9% to $37.1 million. The company posted GAAP net income of $3.6 million ($0.15 per diluted share) and non-GAAP net income of $4.0 million ($0.16 per diluted share). AudioCodes repurchased 1.5 million shares at $15.1 million and declared a $0.20 per share dividend, totaling $4.8 million, while its cash and cash equivalents decreased to $47.1 million as of September 30, 2026.
RDPTF
Radiopharm Theranostics Limited has secured FDA alignment on the design of a pivotal Phase 3 trial for RAD101, targeting patients with indeterminate brain metastases post-radiotherapy. The trial aims to enroll approximately 280 patients to demonstrate sensitivity and specificity above set thresholds. Additionally, RAD101 has received FDA Fast Track Designation, and the company has partnered with Siemens Healthineers to manufacture and distribute 18F-labeled RAD101, with clinical supply expected by Q4 2026 and patient dosing to begin in H1 2027.
LND
BrasilAgro reported its first-quarter results for 1Q27, highlighting a strategic sale of a portion of Rio do Meio farm, which generated a gain of R$50.8 million and a sale value of R$77.0 million, approximately 2.9 times the book value. The company's net debt adjusted for receivables from farm sales decreased by 51% to R$136.3 million, equivalent to 1.05x Adjusted EBITDA over the last 12 months, down from 2.82x in June 2026. Operational efficiencies included hedging 57% of the soybean crop and purchasing 94% of fertilizer needs below budget, contributing to an increase in Adjusted EBITDA margin to 28% and net income margin to 24%.