AI filing briefs · archive

8-K filings in May 2026, explained

1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).

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Vernal Capital Acquisition closes $100 million IPO; $100.5 million placed in trust

Neutral financing Written later 8.01

Vernal Capital Acquisition Corp. completed its initial public offering of 10,000,000 units on May 7, 2026, at $10.00 per unit for gross proceeds of $100 million, and deposited $100.5 million into a U.S. trust account. The company's auditor included a going concern paragraph, stating that substantial doubt exists about its ability to continue unless it completes a business combination within 15 months of the IPO closing.

  • IPO of 10,000,000 units at $10.00 per unit on May 7, 2026, generating $100,000,000 in gross proceeds
  • Private placement of 251,250 units to sponsors Vernal One Limited and Xesse Ventures Limited, generating $2,512,500, with no underwriting discounts paid
  • $100,500,000 ($10.05 per public unit) held in trust with Continental Stock Transfer & Trust Company
  • Auditor cited substantial doubt about going concern; the filing states the company has until August 7, 2027 to complete a business combination, absent an extension
Read the filing on SEC.gov ↗
LUMNLumen Technologies, Inc. May 13, 9:45 PM ET

Lumen unit repriced $2.4 billion term loan at SOFR plus 2.75%, maturing March 2032

Neutral financing Written later 1.012.03

Level 3 Financing, an indirect Lumen subsidiary, refinanced its secured term B-4 loans and amended its credit agreement on May 13, 2026, reducing pricing on a $2.4 billion term loan that matures March 27, 2032. The filing does not state the size of the rate cut, and Lumen's parent guarantee on the facility is unsecured and releasable at the company's discretion.

  • Term loan of $2.4 billion outstanding immediately after the refinancing, with no scheduled amortization
  • Interest at SOFR plus 2.75% or base rate plus 1.75%, with a 0.00% SOFR floor
  • Matures March 27, 2032; prepayment within six months of May 13, 2026 for a repricing carries a 1.00% premium
  • Bank of America, N.A. to automatically succeed Wilmington Trust, National Association as administrative agent within 180 days
Read the filing on SEC.gov ↗

GP-Act III Acquisition extends deadline to Nov. 13, 2026 as holders redeem $215 million

Negative shareholder Written later 1.015.035.07

Shareholders of GP-Act III Acquisition Corp. approved extending the deadline for the company to complete a business combination from May 13, 2026 to November 13, 2026, and a related amendment to extend the trust account liquidation date. Holders of 19,776,272 Class A ordinary shares redeemed for approximately $215.4 million, leaving approximately $97.8 million in the trust account.

  • Extension and Trust Amendment approved at the Extraordinary General Meeting reconvened May 12, 2026: 23,799,592 votes for and 7,065,138 against each
  • Redemptions of 19,776,272 Class A ordinary shares at approximately $10.89 per share, totaling approximately $215,421,832
  • Approximately $97,750,320 remains in the trust account after redemptions
  • Non-Redemption Agreements cover 8,074,387 Class A shares; Sponsor HoldCo agreed to transfer 403,720 shares to those investors after a business combination closes
Read the filing on SEC.gov ↗
OKLOOklo Inc. May 13, 5:22 PM ET

Oklo files new $1 billion at-the-market share sale program, replacing $1.5 billion prior program

Neutral financing Written later 1.011.02

Oklo entered a new equity distribution agreement allowing it to sell up to $1 billion of Class A common stock through an at-the-market program with nine sales agents, and terminated its prior December 2025 program, which had a $1.5 billion capacity. The company reported that under the prior program it sold 15,774,224 shares for gross proceeds of about $1,499,867,429, so the new program would allow further share issuance that could dilute existing shareholders.

  • New Sales Agreement dated May 13, 2026 covers up to $1,000,000,000 in aggregate gross sales proceeds of Class A common stock.
  • Sales agents may be paid commissions of up to 1.5% of the gross sales price per share sold.
  • Prior Sales Agreement, dated December 4, 2025, was terminated effective close of business May 13, 2026, with no termination penalties.
  • Under the prior agreement, Oklo sold 15,774,224 shares for gross proceeds of about $1,499,867,429.
Read the filing on SEC.gov ↗
IBEXIBEX Ltd May 13, 5:20 PM ET

IBEX Authorizes Up to $20 Million Share Repurchase Program Over One Year

Neutral shareholder Written later 8.01

IBEX Limited's board authorized a share repurchase program of up to $20 million of common stock over one year, starting May 14, 2026. The company says it will fund repurchases from existing cash and free cash flow, but it is not obligated to buy any set amount and can suspend or end the program at any time.

  • Board approved the program on May 11, 2026; repurchases can begin May 14, 2026.
  • Authorization covers up to $20 million of common stock over one year.
  • Repurchases may be made in open market or private transactions, subject to Rule 10b-18 and Rule 10b5-1.
  • The company may suspend or discontinue the program at any time.
Read the filing on SEC.gov ↗
DINOHF Sinclair Corp May 13, 5:18 PM ET

HF Sinclair terminates CFO Atanas Atanasov, effective immediately

Neutral leadership Written later 5.02

HF Sinclair terminated Executive Vice President and Chief Financial Officer Atanas Atanasov on May 13, 2026, effective immediately. Atanasov had been on leave since February 24, 2026, and Vivek Garg has served as acting CFO since that date, so the company is now moving from an interim arrangement to a termination.

  • Termination of Atanas Atanasov as EVP and Chief Financial Officer, effective May 13, 2026
  • Atanasov may receive severance under the Company's Severance Pay Plan if he meets its conditions
  • Atanasov on leave since February 24, 2026; Vivek Garg serving as acting CFO since that date
  • Filing does not name a permanent successor CFO
Read the filing on SEC.gov ↗
AYIACUITY INC. (DE) May 13, 5:13 PM ET

Acuity enters $800 million unsecured revolving credit facility maturing May 2031

Neutral financing Written later 1.012.03

Acuity Inc. entered into a new credit agreement on May 8, 2026, providing an unsecured revolving credit facility with an initial maximum availability of $800 million that matures in May 2031. The new agreement replaces the company's existing credit agreement dated June 30, 2022, and includes a maximum leverage ratio covenant of 3.75 to 1.00, which can temporarily rise to 4.25 to 1.00 in connection with certain material acquisitions.

  • Unsecured revolving credit facility with initial maximum availability of $800 million, maturing May 2031
  • Agreement dated May 8, 2026, with JPMorgan Chase Bank, N.A. as administrative agent
  • Maximum leverage ratio covenant of 3.75 to 1.00, temporarily increasable to 4.25 to 1.00 for certain material acquisitions
  • Replaces the existing credit agreement dated June 30, 2022
Read the filing on SEC.gov ↗

First Interstate BancSystem ends COO Kristina Robbins' role, moves her to CEO advisor

Neutral leadership Written later 5.02

First Interstate BancSystem said its Executive Vice President and Chief Operations Officer, Kristina Robbins, was terminated without cause effective immediately on May 11, 2026, and moved into an Executive Advisor role reporting to CEO James Reuter. The CEO is expected to handle COO duties until a successor is named, which matters to shareholders because the company's operations leadership is changing and no permanent replacement has been named in the filing.

  • Kristina Robbins' COO employment was terminated without cause, effective May 11, 2026 (announced that day).
  • Robbins will serve as Executive Advisor to CEO James Reuter, expected to end August 1, 2026, unless ended earlier.
  • CEO James Reuter is expected to perform COO duties until a successor is appointed; the filing names no successor.
  • Robbins will keep her current compensation and benefits during the advisory period under a Transition and Separation Agreement dated May 11, 2026.
Read the filing on SEC.gov ↗
CDECoeur Mining, Inc. May 13, 5:03 PM ET

Coeur Mining declares inaugural $0.02 per share dividend, payable June 10, 2026

Positive shareholder Written later 5.025.035.078.01

Coeur Mining's board declared an inaugural dividend of $0.02 per share, consistent with a semi-annual dividend policy the company announced on March 23, 2026. Stockholders also approved a charter amendment limiting the liability of certain officers and elected nine directors at the May 12, 2026 annual meeting, and the company announced that its chief accounting officer will retire in early 2027.

  • Dividend of $0.02 per share, payable June 10, 2026; effective record date May 22, 2026 because of an NYSE market holiday on May 25, 2026
  • Stockholders approved the charter amendment limiting officer liability with 75.39% of votes cast, and 51.46% of outstanding shares at the record date voted for it
  • Vice President, Corporate Controller and Chief Accounting Officer Kenneth J. Watkinson plans to retire in early 2027 and remains in his role until August 10, 2026
  • Anne Beckelheimer will become Senior Vice President, Tax, Corporate Controller and Chief Accounting Officer effective August 10, 2026
Read the filing on SEC.gov ↗

Lincoln Educational to buy Melrose Park, IL campus property for $18.8 million

Neutral m&a Written later 1.01

Lincoln Technical Institute, a subsidiary of Lincoln Educational Services, agreed on May 12, 2026 to buy the real property it leases for its Melrose Park campus from Melrose Omni, LLC. The purchase price is $18.8 million, subject to adjustment under the agreement, and the parties anticipate closing on June 25, 2026. The deal converts a leased campus into owned real estate, but the filing does not describe its effect on financial results.

  • Purchase price of $18,800,000.00, subject to adjustment under the agreement
  • Property is 8315-8317 W. North Avenue, Melrose Park, IL, currently leased by the subsidiary for its campus
  • Anticipated closing date of June 25, 2026, subject to customary due diligence and closing conditions
Read the filing on SEC.gov ↗
TOLToll Brothers, Inc. May 13, 4:44 PM ET

Toll Brothers names Seth Ring President and COO, succeeding Robert Parahus on June 30

Neutral leadership Written later 5.028.01

Toll Brothers said Robert Parahus will retire as President and Chief Operating Officer effective June 30, 2026, and Executive Vice President Seth J. Ring will succeed him. Ring will also join the Board, which the filing says will increase to 11 members, and Parahus will stay on as a senior advisor through June 30, 2027.

  • Seth J. Ring, age 46, succeeds Robert Parahus as President and COO effective June 30, 2026, and joins the Board with a term expiring at the 2027 annual meeting.
  • Ring's compensation includes a $1,000,000 base salary, a fiscal 2026 targeted bonus of $1,750,000, and an annual equity award totaling $3,750,000, all pro-rated for fiscal 2026.
  • Parahus will receive total compensation of $1,850,000 as a senior advisor, half in periodic cash payments and half in a long-term equity award.
Read the filing on SEC.gov ↗
CVMCEL SCI CORP May 13, 4:44 PM ET

CEL-SCI closes $7.2 million offering of 6 million shares at $1.20 each

Mixed financing Written later 1.018.01

CEL-SCI Corporation sold 6,000,000 common shares at $1.20 per share under a registered offering with ThinkEquity as placement agent, for gross proceeds of approximately $7.2 million before placement fees and expenses. The offering closed on May 13, 2026, and the company plans to use the net proceeds for Multikine development, general corporate purposes and working capital. The sale adds 6,000,000 shares to the company's common stock outstanding, which dilutes existing shareholders.

  • 6,000,000 shares sold at $1.20 per share; agreement entered May 11, 2026; offering closed May 13, 2026
  • Gross proceeds approximately $7.2 million, before placement agent fees and offering expenses
  • Placement agent cash fee of 7.0% of gross proceeds, plus expense reimbursement up to $150,000
  • Company agreed not to issue additional shares for 30 days from May 13, 2026; directors and officers agreed to a 45-day lock-up from May 11, 2026
Read the filing on SEC.gov ↗

Johnson Controls adopts five-year VGI share option program for executives

Neutral shareholder Written later 5.02

On May 11, 2026, Johnson Controls' compensation committee approved a long-term Value Growth Incentive Program granting performance-based share options to key employees, including CEO Joakim Weidemanis. The options vest only if the company hits sales and market capitalization goals over fiscal 2026 through 2030, and they carry value only if the share price rises after the grant date, which ties executive pay to shareholder returns.

  • Options vest only if sales goal (tied to fiscal 2025 net sales) and market cap goal are met over fiscal 2026 through fiscal 2030
  • Grant date of May 15, 2026; target grant values are $10,500,000 for CEO Joakim Weidemanis and $5,300,000 each for CFO Marc Vandiepenbeeck and CHRO Chris Scalia
  • Options are exercisable only in a window from October 1, 2030 through September 30, 2032
Read the filing on SEC.gov ↗

Prestige Consumer Healthcare to buy LaCorium Health for $150 million; Q4 sales fall 5%

Mixed m&a Written later 1.012.027.01

Prestige Consumer Healthcare agreed to acquire LaCorium Health, an Australian skin care business, for about $150 million in cash, subject to adjustments including indebtedness. The same day it reported fiscal 2026 results showing lower revenue and lower full-year diluted EPS, alongside fiscal 2027 outlook ranges for revenue and adjusted diluted EPS that are above fiscal 2026 levels.

  • Sale and Purchase Deed for about $150 million in cash; closing expected in the second quarter of fiscal 2027, and either party may terminate before October 1, 2026 for an uncured breach.
  • Q4 fiscal 2026 revenue was $281.6 million, down 5.0% from $296.5 million; Q4 diluted EPS was $1.13 versus $1.00.
  • Fiscal 2026 revenue was $1,088.7 million, down 4.3%; diluted EPS was $3.91 versus $4.29, and adjusted diluted EPS was $4.38 versus $4.52.
  • Fiscal 2027 outlook: revenue of $1,100 million to $1,121 million, adjusted diluted EPS of $4.42 to $4.51, and free cash flow of $250 million or more.
Read the filing on SEC.gov ↗

Rapid Micro Biosystems Q1 revenue rises 11% to $8.0 million; net loss widens

Mixed earnings Written later 2.02

Rapid Micro Biosystems reported first quarter 2026 total revenue of $8.0 million, up 11.1% from a year earlier, with product revenue up 36.0%. The net loss widened to $14.3 million from $11.3 million, and the company reaffirmed its full year 2026 total revenue guidance of $37.0 million to $41.0 million. For shareholders, revenue growth is offset by a larger loss and cash, short-term investments and restricted cash of about $23 million as of March 31, 2026.

  • Total revenue rose 11.1% to $8.0 million; product revenue rose 36.0% to $5.6 million, while service revenue fell 21.9% to $2.4 million.
  • Net loss was $14.3 million, or $0.31 per share, versus $11.3 million, or $0.26 per share, in the first quarter of 2025.
  • Full year 2026 total revenue guidance of $37.0 million to $41.0 million was reaffirmed, along with a gross margin target of approximately 20%.
  • Cash, short-term investments and restricted cash were about $23 million on March 31, 2026, down from $38.6 million on December 31, 2025.
Read the filing on SEC.gov ↗
NSYSNORTECH SYSTEMS INC May 13, 4:32 PM ET

Nortech Systems Q1 Net Sales Rise 12.7% to $30.3 Million; Net Loss Narrows Sharply

Positive earnings Written later 2.02

Nortech Systems reported first quarter 2026 results, with net sales up 12.7% to $30.3 million and a net loss of $34 thousand, or $(0.01) per share, compared with a $1.3 million loss, or $(0.48) per share, a year earlier. Revenue growth and a much smaller loss improve the picture for shareholders, while the company also closed $17.2 million in debt financing and reported a total backlog of $90.8 million.

  • Net sales were $30.3 million in Q1 2026, up from $26.9 million in Q1 2025.
  • Net loss narrowed to $34 thousand, or $(0.01) per basic share, from $1.3 million, or $(0.48) per share.
  • Adjusted EBITDA was $350 thousand, compared with a $(1.0) million loss in Q1 2025.
  • 90-day backlog was $31.5 million as of March 31, 2026, up from $26.7 million a year earlier.
Read the filing on SEC.gov ↗
MHKMOHAWK INDUSTRIES INC May 13, 4:31 PM ET

Mohawk Industries signs $1.5 billion unsecured credit facility, replacing 2019 credit agreement

Neutral financing Written later 1.012.03

Mohawk Industries entered a new $1.5 billion unsecured revolving credit facility on May 12, 2026, and used it to repay and terminate its existing credit agreement with Wells Fargo as administrative agent. The new facility matures May 12, 2031, with options to extend, and includes a $600 million accordion feature that is subject to conditions. For shareholders, the filing shows a refinancing of the company's bank credit line on the terms stated, with no revenue, profit or guidance figures included.

  • New unsecured revolving credit commitments of up to $1.5 billion, with a $125 million letter of credit sublimit and $150 million swingline sublimit
  • Scheduled maturity on May 12, 2031, with options to extend twice for periods up to five years each
  • Interest priced at Term SOFR plus 0.750% to 1.250%, and the company must keep a Consolidated Interest Coverage Ratio of at least 3.50 to 1.00
  • JPMorgan Chase Bank, N.A. and J.P. Morgan SE named as administrative agents, replacing Wells Fargo Bank, National Association
Read the filing on SEC.gov ↗
ALGTAllegiant Travel CO May 13, 4:24 PM ET

Allegiant completes acquisition of Sun Country Airlines; board expands to eleven

Neutral m&a Written later 2.015.025.037.01

Allegiant Travel completed its acquisition of Sun Country Airlines on May 13, 2026, making Sun Country a wholly owned subsidiary. Each Sun Country share was converted into $4.10 in cash plus 0.1557 Allegiant shares. Allegiant expects about $140 million in annual synergies within three years of closing and says the deal should be accretive to earnings per share in the first full year after closing.

  • Acquisition closed May 13, 2026; Sun Country common stock has ceased trading on NASDAQ.
  • Each Sun Country share converted into $4.10 in cash and 0.1557 Allegiant common shares.
  • Allegiant's board expanded from eight to eleven directors; Jude Bricker, Jennifer Vogel and Thomas Kennedy joined.
  • Allegiant expects about $140 million in annual synergies within three years following closing and integration.
Read the filing on SEC.gov ↗

Investcorp Credit Management BDC reports $8.6 million Q1 net loss; NAV falls to $3.65

Negative earnings Written later 2.02

Investcorp Credit Management BDC reported a net decrease in net assets from operations of $8.6 million, or $0.60 per share, for the quarter ended March 31, 2026, compared with a net increase of $2.2 million, or $0.15 per share, a year earlier. Net asset value per share fell to $3.65 from $4.25 at December 31, 2025, and no distribution was paid, versus $0.12 per share in the prior-year quarter.

  • Net decrease in net assets from operations was $8.6 million ($0.60 per share), versus a net increase of $2.2 million ($0.15 per share) in the same quarter of 2025.
  • Net asset value per share fell $0.60 to $3.65; total net assets were $52.7 million, down from $61.3 million at December 31, 2025.
  • Net investment income before taxes was $0.3 million ($0.02 per share), compared with $0.7 million a year earlier; distributions paid were $0.00 per share.
  • On March 30, 2026, the company refinanced its 4.875% Notes with new unsecured notes from an affiliate of its investment adviser, bearing SOFR plus 5.5% and maturing July 1, 2029; the Capital One revolving facility was cut from $100 million
Read the filing on SEC.gov ↗
AKAMAKAMAI TECHNOLOGIES INC May 13, 4:22 PM ET

Akamai shareholders approve special meeting right and 8 million share plan increase

Neutral shareholder Written later 5.025.035.07

At its May 13, 2026 annual meeting, Akamai stockholders elected nine directors, approved an 8,000,000-share increase to the stock incentive plan, approved the 2026 Employee Stock Purchase Plan, and approved a charter amendment letting holders of at least 25% of shares call a special meeting. The charter and new bylaws took effect on May 13, 2026, upon filing in Delaware, which gives large holders a new way to request a special meeting. A shareholder proposal on political spending was not approved.

  • Stockholders holding at least 25% of outstanding shares may request a special meeting; the charter and new bylaws took effect May 13, 2026.
  • Incentive plan amendment passed with 66,180,915 for and 47,672,263 against, plus 8,816,773 broker non-votes.
  • Nine directors were elected to terms expiring at the 2027 annual meeting.
  • Shareholder proposal on political spending was not approved: 51,672,517 for and 61,327,122 against.
Read the filing on SEC.gov ↗
MCHXMARCHEX INC May 13, 4:20 PM ET

Marchex Q1 revenue falls to $10.6 million; raises Q2 Adjusted EBITDA outlook

Mixed earnings Written later 2.02

Marchex reported first-quarter 2026 revenue of $10.6 million, down from $11.4 million a year earlier, while its net loss narrowed to $1.7 million from $2.0 million. The company raised its second-quarter 2026 Adjusted EBITDA guidance to $1.6 million to $1.8 million, up from prior guidance of more than $1 million, and said the proposed Archenia acquisition is expected to close in July 2026 if stockholders approve it.

  • Q1 2026 revenue was $10.6 million versus $11.4 million in Q1 2025.
  • Net loss was $1.7 million, or $(0.04) per diluted share, versus $2.0 million, or $(0.05), a year earlier.
  • Q2 2026 Adjusted EBITDA is now expected to be $1.6 million to $1.8 million, up from prior guidance of more than $1 million.
  • Marchex signed a Stock Purchase Agreement on May 8, 2026 to acquire 100% of Archenia, Inc.; closing is expected in July 2026, subject to majority approval by disinterested stockholders.
Read the filing on SEC.gov ↗
BTOCArmlogi Holding Corp. May 13, 4:20 PM ET

Armlogi Q3 revenue falls 9.1% to $41.7 million; net loss widens to $5.1 million

Negative earnings Written later 2.02

Armlogi reported results for the quarter and first nine months ended March 31, 2026. Third-quarter revenue fell 9.1% to $41.7 million and the quarterly net loss widened to $5.1 million from $3.8 million, while nine-month revenue rose 2.3% to $142.7 million and the nine-month net loss grew to $15.4 million from $10.1 million. The filing shows weaker profitability and lower cash for shareholders, with the company attributing the quarterly gross loss partly to temporary labor costs from an inventory reorganization at its California warehouses.

  • Q3 revenue of $41.7 million, down 9.1% from $45.8 million; transportation services revenue fell 19.1% to $23.1 million.
  • Q3 gross loss of $1.9 million (gross margin of -4.5%) versus a gross profit of $0.3 million a year earlier; temporary labor costs of approximately $1.3 million tied to the California inventory reorganization.
  • Nine-month revenue rose 2.3% to $142.7 million, with warehousing services revenue up 19.9% to $55.5 million.
  • Cash and restricted cash totaled $7.1 million as of March 31, 2026, compared with $13.6 million as of June 30, 2025.
Read the filing on SEC.gov ↗
WATTEnergous Corp May 13, 4:16 PM ET

Energous Q1 2026 revenue rises to $3.1 million; net loss narrows to $1.7 million

Positive earnings Written later 2.02

Energous reported first quarter 2026 revenue of approximately $3.1 million, up from $0.3 million a year earlier and 1% above the fourth quarter of 2025, marking its fifth consecutive quarter of revenue growth. The net loss narrowed to $1.7 million, or $0.43 per share, from $3.4 million, or $3.55 per share, a year earlier, and cash and equivalents stood at $36.6 million at March 31, 2026.

  • Revenue of approximately $3.1 million for the quarter ended March 31, 2026, versus $0.3 million in the same period of 2025
  • Gross margin of 36%, with gross profit of $1.1 million
  • GAAP net loss of approximately $1.7 million ($0.43 per share) versus $3.4 million ($3.55 per share) a year earlier
  • During the quarter the company raised $31.9 million net under its at-the-market program and has not sold shares under it since March 19, 2026
Read the filing on SEC.gov ↗
AKRACADIA REALTY TRUST May 13, 4:15 PM ET

Acadia Realty Trust raises 2026 FFO guidance as Q1 FFO As Adjusted rises to $0.30

Positive guidance Written later 2.025.07

Acadia Realty Trust reported first-quarter 2026 results and raised its full-year 2026 guidance for FFO As Adjusted to $1.22-$1.26 per share from $1.21-$1.25. Net income attributable to Acadia shareholders was $30.5 million, compared with $1.6 million a year earlier, though NAREIT FFO per share fell to $0.26 from $0.34. The company also corrected several figures in the supplemental report and reported that all eight trustee nominees were elected at its May 13 annual meeting.

  • Q1 2026 FFO As Adjusted per diluted share was $0.30, up from $0.27 in Q1 2025; NAREIT FFO per diluted share was $0.26, down from $0.34.
  • 2026 guidance raised: FFO As Adjusted to $1.22-$1.26 from $1.21-$1.25; net earnings per share to $0.37-$0.39 from $0.24-$0.26.
  • Net income attributable to Acadia shareholders was $30.5 million, versus $1.6 million, with a $142.1 million consolidated gain on disposition of properties in the quarter.
  • At the May 13, 2026 annual meeting, all eight trustees were elected and the non-binding advisory vote on executive compensation received 117,956,235 votes for and 6,293,624 against.
Read the filing on SEC.gov ↗

Eledon Q1 net loss widens to $39.0 million on $19.0 million warrant charge

Negative earnings Written later 2.02

Eledon Pharmaceuticals reported a first quarter 2026 net loss of $39.0 million, or $0.33 per share, up from $6.5 million, or $0.08 per share, a year earlier. The loss was driven mainly by a $19.0 million non-cash charge from changes in the fair value of warrant liabilities, and cash, cash equivalents and short-term investments fell to $111.1 million, which the company says will fund operations into 2Q 2027.

  • Net loss was $39.0 million for the quarter ended March 31, 2026, versus $6.5 million a year earlier, including a $19.0 million non-cash warrant fair value loss compared with a $10.1 million gain in 2025.
  • Excluding warrant fair value changes, the net loss was $20.1 million, compared with $16.6 million in the first quarter of 2025.
  • Research and development expenses rose to $17.2 million from $13.5 million, while general and administrative expenses fell to $4.0 million from $4.4 million.
  • Cash and short-term investments totaled $111.1 million at March 31, 2026, down from $133.3 million at December 31, 2025.
Read the filing on SEC.gov ↗
HWKNHAWKINS INC May 13, 4:13 PM ET

Hawkins FY2026 sales rise 11% to $1.1 billion; diluted EPS falls 3% to $3.91

Mixed earnings Written later 2.02

Hawkins reported fiscal 2026 sales of $1.08 billion, up 11%, but diluted earnings per share fell 3% to $3.91 and net income fell to $81.5 million from $84.3 million. The company attributed the profit decline mainly to about $16.5 million in higher amortization, interest expense and earnout-related fair value accretion from six acquisitions, and said pro forma EPS would have risen 9%. Management expects fiscal 2027 EPS to grow.

  • Fourth-quarter sales were $265.9 million, up 8%, while fourth-quarter diluted EPS was $0.74 versus $0.78 a year earlier.
  • Full-year adjusted EBITDA was $179.0 million, up 6%, and operating cash flow was $144.3 million, up 30%.
  • Total debt was $244.0 million at fiscal year-end, and the leverage ratio rose to 1.37x from 0.86x.
  • For fiscal 2027, management expects EPS to grow and an income tax rate of 25% to 27%.
Read the filing on SEC.gov ↗

Hanover Insurance authorizes $700 million share buyback, replacing 2018 program

Positive shareholder Written later 5.025.078.01

The Hanover Insurance Group's board terminated its prior share repurchase program, which had about $63 million remaining, and approved a new authorization of up to $700 million in buybacks with no time limit. The company also named Patricia A. Norton-Gatto as principal accounting officer, replacing CFO Jeffrey M. Farber in that role, and shareholders re-elected eight directors at the May 12, 2026 annual meeting.

  • New share repurchase authorization of up to $700 million, with no time limit and no obligation to repurchase shares
  • Prior program, initially approved in December 2018, had about $63 million remaining and was terminated on May 13, 2026
  • Patricia A. Norton-Gatto, Senior Vice President and Corporate Controller, became principal accounting officer effective May 13, 2026
  • At the May 12, 2026 annual meeting, all eight directors were elected; Joseph R. Ramrath received 933,965 votes against
Read the filing on SEC.gov ↗
ALGMALLEGRO MICROSYSTEMS, INC. May 13, 4:12 PM ET

Allegro MicroSystems adds Robert Willett to board; two directors will not seek reelection

Neutral leadership Written later 5.027.01

Allegro MicroSystems expanded its board to ten members and elected Robert J. Willett as a Class III director effective May 13, 2026, with seats on the Audit and Compensation Committees. Directors Susan D. Lynch and Richard R. Lury will leave the board at the August 5, 2026 annual meeting after deciding not to stand for reelection, and the filing states neither departure stems from a disagreement with the company. The changes reshape board composition, and the filing discloses no financial results.

  • Robert J. Willett elected to the board effective May 13, 2026, and appointed to the Audit and Compensation Committees
  • Board expanded from nine to ten seats under the Second Amended and Restated Stockholders Agreement dated July 29, 2024, with Sanken Electric Co., Ltd.
  • Susan D. Lynch (notified May 11, 2026) and Richard R. Lury (notified May 13, 2026) will not stand for reelection at the August 5, 2026 annual meeting
  • Board determined Willett is independent and an audit committee financial expert; he previously served 14 years as CEO of Cognex Corporation
Read the filing on SEC.gov ↗
TLPHTALPHERA, INC. May 13, 4:10 PM ET

Talphera Q1 2026 net loss flat at $2.6 million; operating loss widens to $3.9 million

Mixed earnings Written later 2.02

Talphera reported a first quarter 2026 net loss of $2.6 million, or $0.04 per share, roughly flat in dollars from a year earlier but improved per share after a larger share count and a $1.2 million warrant liability gain. Operating expenses rose to $3.9 million from $2.9 million, and the company reported no revenue compared with $27 thousand a year earlier, so the operating loss widened. The company said NEPHRO CRRT enrollment has exceeded the 50% milestone and it expects study completion later in 2026.

  • Q1 2026 net loss was $2.6 million, or $0.04 per share, versus $2.6 million, or $0.10 per share, in Q1 2025
  • Loss from operations was $3.9 million versus $2.9 million a year earlier; revenue was zero versus $27 thousand
  • Cash and investments were $21.1 million at March 31, 2026, up from $20.4 million at December 31, 2025
  • In March 2026 the company closed a $4.1 million third tranche of its March 2025 private placement after reaching the 35-patient enrollment milestone
Read the filing on SEC.gov ↗
ACRVAcrivon Therapeutics, Inc. May 13, 4:10 PM ET

Acrivon Reports Q1 2026 Net Loss of $19.0 Million, Down From $19.7 Million

Positive earnings Written later 2.02

Acrivon Therapeutics reported a first-quarter 2026 net loss of $19.0 million, or $0.49 per share, compared with $19.7 million, or $0.51 per share, a year earlier. Lower general and administrative expenses offset flat research and development spending, and the company said its cash is expected to fund operations into the third quarter of 2027.

  • Net loss for the quarter ended March 31, 2026 was $19.0 million, versus $19.7 million a year earlier; net loss per share was $0.49, versus $0.51.
  • General and administrative expenses fell to $4.7 million from $6.2 million, mainly due to lower employee-related expenses including stock-based compensation.
  • Research and development expenses were $15.2 million, versus $15.4 million a year earlier.
  • Cash, cash equivalents and marketable securities were $97.7 million at March 31, 2026, plus $7.3 million in proceeds from subsequent equity financing.
Read the filing on SEC.gov ↗
MYOMYOMO, INC. May 13, 4:10 PM ET

Myomo Appoints Significant Shareholder Joseph M. Manko Jr. to Board of Directors

Neutral leadership Written later 5.027.01

Myomo's board appointed Joseph M. Manko Jr. as a director effective May 9, 2026, filling a seat that brings the board to seven directors. Manko is the founder and Senior Principal of Horton Capital Management LLC, which the filing describes as a significant shareholder in the company, so the appointment links a major shareholder directly to the board.

  • Joseph M. Manko Jr., 60, was appointed effective May 9, 2026, as a Class I director serving until the 2027 annual meeting.
  • Manko is Senior Principal of Horton Capital Management LLC (Horton Fund), which he founded in 2013 and which is a significant shareholder in Myomo.
  • Manko has not been appointed to any board committee and has an indemnification agreement with the company.
  • Non-chair directors receive a $60,000 annual cash retainer and an annual restricted stock unit grant with a $85,000 grant date fair value; Manko will be paid the same way after the 2026 annual meeting.
Read the filing on SEC.gov ↗
LVSLAS VEGAS SANDS CORP May 13, 4:09 PM ET

Las Vegas Sands sells $1.0 billion of senior notes to refinance August 2026 debt

Neutral financing Written later 1.012.03

Las Vegas Sands completed a $1.0 billion underwritten offering of two unsecured senior note series, $500 million of 5.300% notes due 2031 and $500 million of 5.650% notes due 2033. The company plans to use the proceeds, with cash on hand, to redeem in full its $1.0 billion of 3.500% senior notes due August 2026, which adds new long-term debt while replacing near-term debt.

  • $500 million of 5.300% senior notes mature May 15, 2031; interest is payable semi-annually from November 15, 2026
  • $500 million of 5.650% senior notes mature May 18, 2033; interest is payable semi-annually from November 18, 2026
  • Proceeds, with cash on hand, are intended to redeem the $1.0 billion of 3.500% senior notes due August 2026 in full
  • The notes are unsecured, rank equally with other unsecured obligations, and are not guaranteed by subsidiaries
Read the filing on SEC.gov ↗
CSCOCISCO SYSTEMS, INC. May 13, 4:06 PM ET

Cisco Q3 revenue rises 12% to $15.8 billion; up to $1 billion restructuring planned

Positive earnings Written later 2.022.05

Cisco reported fiscal third quarter 2026 revenue of $15.8 billion, up 12% year over year, with GAAP net income of $3.4 billion, up 35%, and non-GAAP EPS of $1.06, up 10%. The company also announced a restructuring plan with pre-tax charges of up to $1 billion, mostly cash-based, which shareholders should weigh against the growth figures and the fourth-quarter and full-year guidance.

  • Q3 fiscal 2026 revenue was $15.8 billion, up 12%; GAAP EPS was $0.85, up 37%; non-GAAP EPS was $1.06, up 10%.
  • Q4 fiscal 2026 guidance: revenue of $16.7 billion to $16.9 billion and non-GAAP EPS of $1.16 to $1.18.
  • FY 2026 guidance: revenue of $62.8 billion to $63.0 billion and non-GAAP EPS of $4.27 to $4.29.
  • Restructuring plan: pre-tax charges of up to $1 billion, with about $450 million expected in Q4 fiscal 2026 and the remainder in fiscal 2027.
Read the filing on SEC.gov ↗
DERMJourney Medical Corp May 13, 4:06 PM ET

Journey Medical Q1 revenue rises 21% to $16.0 million; net loss narrows

Positive earnings Written later 2.02

Journey Medical reported first-quarter 2026 results for the three months ended March 31, 2026. Total revenue rose 21% to $16.0 million and the net loss narrowed to $2.2 million, or $(0.08) per share, from $4.1 million, or $(0.18) per share, a year earlier. Gross margin fell to 61.0% because of a $1.3 million non-cash inventory write-down tied to a 2021 Qbrexza asset acquisition.

  • Total revenue was $16.0 million, up from $13.1 million in the first quarter of 2025.
  • Emrosi revenue was $6.3 million, compared with $2.1 million a year earlier.
  • Gross margin decreased to 61.0% from 63.5%, mainly due to a $1.3 million non-recurring non-cash charge.
  • Cash and cash equivalents were $27.2 million at March 31, 2026, up from $24.1 million at December 31, 2025.
Read the filing on SEC.gov ↗
AYTUAYTU BIOPHARMA, INC May 13, 4:05 PM ET

Aytu BioPharma Q3 net revenue falls to $12.4 million; net loss of $5.6 million

Negative earnings Written later 2.02

Aytu BioPharma reported fiscal 2026 third-quarter net revenue of $12.4 million, down from $18.5 million a year earlier, and a net loss of $5.6 million, compared with net income of $4.0 million in the prior-year quarter. The company attributed the revenue decline mainly to lower ADHD Portfolio and Pediatric Portfolio sales as its marketing shifted toward the newly launched EXXUA, which contributed $2.4 million.

  • Net revenue was $12.4 million versus $18.5 million in Q3 fiscal 2025; ADHD Portfolio fell to $9.1 million from $15.4 million.
  • EXXUA net revenue was $2.4 million; the product was made commercially available in mid-December 2025 and formally launched in mid-January 2026.
  • Net loss was $5.6 million, or $0.53 per basic share, versus net income of $4.0 million, or $0.65 per basic share; the result includes a $1.3 million derivative warrant liability loss.
  • Adjusted EBITDA was $(2.8) million versus $3.9 million a year earlier; cash and cash equivalents were $26.7 million at March 31, 2026.
Read the filing on SEC.gov ↗
DOCSDoximity, Inc. May 13, 4:04 PM ET

Doximity Q4 revenue up 5% to $145.4 million; net income falls; new CFO named

Mixed earnings Written later 2.025.02

Doximity reported fiscal fourth-quarter 2026 revenue of $145.4 million, up 5%, but GAAP net income fell to $19.1 million from $62.5 million and adjusted EBITDA declined 6%. The company also gave fiscal 2027 revenue guidance of $664 million to $676 million and named Matthew Sonefeldt as chief financial officer and Steven L. Zatz, M.D. as president, both effective May 13, 2026.

  • Q4 revenue $145.4 million vs. $138.3 million; net income $19.1 million vs. $62.5 million; diluted EPS $0.10 vs. $0.31
  • Q4 adjusted EBITDA $65.8 million vs. $69.7 million; full-year fiscal 2026 revenue $644.9 million, up 13%
  • Fiscal 2027 guidance: revenue $664 million to $676 million; adjusted EBITDA $323 million to $335 million; fiscal Q1 revenue $151 million to $152 million
  • Matthew Sonefeldt becomes principal financial officer June 8, 2026; Siddharth Sitaram serves as interim PFO through June 7, 2026
Read the filing on SEC.gov ↗
GOGrocery Outlet Holding Corp. May 13, 4:03 PM ET

Grocery Outlet posts $180.3 million Q1 net loss on $158.0 million goodwill impairment

Mixed earnings Written later 2.02

Grocery Outlet reported a first-quarter fiscal 2026 net loss of $180.3 million, or $(1.83) per diluted share, compared with a net loss of $23.3 million, or $(0.24), a year earlier. The loss reflects a $158.0 million non-cash goodwill impairment, while net sales rose 3.6% to $1.17 billion, and the company reaffirmed its fiscal 2026 guidance. For shareholders, sales growth was offset by a sharp decline in profit and a much larger per-share loss.

  • Net sales rose 3.6% to $1.17 billion, but comparable store sales declined 1.0%.
  • Net loss was $180.3 million, or $(1.83) per diluted share, versus $23.3 million, or $(0.24), a year earlier, including the $158.0 million goodwill impairment.
  • Adjusted EBITDA was $43.1 million, or 3.7% of net sales, compared with $51.9 million, or 4.6%, last year.
  • Fiscal 2026 guidance was reaffirmed, including adjusted EBITDA of $220 million to $235 million and diluted adjusted EPS of $0.45 to $0.55.
Read the filing on SEC.gov ↗
STAASTAAR SURGICAL CO May 13, 4:02 PM ET

STAAR Surgical Q1 net sales rise 119.6% to $93.5 million; net income $5.2 million

Positive earnings Written later 2.027.01

STAAR Surgical reported first-quarter 2026 results for the period ended April 3, 2026, with net sales of $93.5 million, up 119.6% from a year earlier, and net income of $5.2 million, or $0.10 per diluted share, compared with a net loss of $54.2 million a year earlier. Net sales excluding China rose 6.0% to $46.1 million, and the company reported no outstanding debt as of April 3, 2026.

  • Net sales of $93.5 million, up 119.6% from $42.6 million in the first quarter of 2025, primarily reflecting China
  • Gross margin of 73.6% compared with 65.8% a year earlier
  • Adjusted EBITDA of $24.4 million, or $0.48 per diluted share, compared with a $26.3 million loss a year earlier
  • Cash and investments available for sale of $163.9 million at April 3, 2026; net cash used in operating activities was $21.7 million
Read the filing on SEC.gov ↗
NEONNeonode Inc. May 13, 9:18 AM ET

Neonode Q1 2026 revenue rises 19.7% to $0.6 million; loss widens to $1.9 million

Mixed earnings Written later 2.02

Neonode reported results for the quarter ended March 31, 2026. Revenue from continuing operations rose 19.7% to $0.6 million, driven by new license agreements, while operating expenses rose 8.6% to $2.7 million, mainly from higher professional fees. The loss from continuing operations widened to $1.9 million, or $0.11 per share, from $1.8 million, or $0.11 per share, a year earlier.

  • Revenue from continuing operations was $0.6 million, up 19.7% from the prior-year quarter.
  • Loss from continuing operations was $1.9 million, or $0.11 per share, compared with $1.8 million, or $0.11 per share, a year earlier.
  • Cash used in operations was $2.1 million, compared with $1.4 million a year earlier.
  • Cash and accounts receivable totaled $23.8 million at March 31, 2026, down from $25.8 million at December 31, 2025.
Read the filing on SEC.gov ↗
WMWASTE MANAGEMENT INC May 13, 9:09 AM ET

WM Names Tara Hemmer Chief Operating Officer; Rafael Carrasco to Retire in July

Neutral leadership Written later 5.02

WM's Board promoted Tara Hemmer, an WM veteran since 1999, to Executive Vice President and Chief Operating Officer, replacing John Morris, who voluntarily resigned from that role and remains President. Healthcare Solutions leader Rafael Carrasco will retire on July 17, 2026, and that business will report directly to Morris. The filing describes a leadership change and a compensation package for Hemmer, but gives no financial results.

  • Tara Hemmer, age 53, promoted to EVP and Chief Operating Officer; base salary raised to $850,000 with a 105% target annual cash incentive
  • Hemmer receives RSUs with a $575,000 grant value on May 20, 2026, vesting 34%, 33% and 33% over three years
  • Rafael Carrasco, SVP Enterprise Strategy and President of WM Healthcare Solutions, retires effective July 17, 2026
  • John Morris voluntarily resigned as Chief Operating Officer and remains WM President
Read the filing on SEC.gov ↗
LITSLite Strategy, Inc. May 13, 8:35 AM ET

Lite Strategy Reports Fiscal Q3 2026 Results; Covered Call Proceeds Total $0.7 Million

Neutral earnings Written later 2.02

Lite Strategy reported results for the three and nine months ended March 31, 2026, focused on yield from its Litecoin holdings and share repurchases. The press release does not state revenue, net income or earnings per share, so the filing gives no clear direction on profit. Shareholders get updates on covered call income, buybacks under a $25 million authorization, and a March 2026 SEC statement on Litecoin.

  • Covered call option program generated $0.7 million in net proceeds since October 2025.
  • Share repurchases since October 2025 total 1,629,136 shares, under a $25 million authorization.
  • In March 2026, the SEC issued guidance that LTC exhibits characteristics of a digital commodity, according to the release.
  • The release does not include revenue, net income or EPS figures.
Read the filing on SEC.gov ↗
TULPBLOOMIA HOLDINGS, INC. May 13, 8:05 AM ET

Bloomia Holdings swings to Q3 net loss of $0.8 million as revenue rises to $14.4 million

Mixed earnings Written later 2.02

Bloomia Holdings reported results for the three and nine months ended March 31, 2026, in a press release furnished as Exhibit 99.1 to a Form 8-K. Third-quarter net revenue rose to $14.4 million from $12.4 million, but the company posted a net loss attributable to Bloomia Holdings of $0.8 million, or $0.43 per diluted share, compared with net income of $0.4 million, or $0.25 per share, a year earlier. For the nine months, the loss attributable to the company widened to $5.9 million, or $3.33 per share, and management cited rising raw material costs, tariffs and currency pressure.

  • Q3 net revenue was $14.4 million vs. $12.4 million a year earlier; gross margin was 19.8% vs. 31.3%.
  • Q3 net loss attributable to Bloomia Holdings was $0.8 million, or $0.43 per diluted share, vs. net income of $0.4 million, or $0.25 per share.
  • Nine-month net loss attributable to Bloomia Holdings was $5.9 million, or $3.33 per share, vs. $3.6 million, or $2.04 per share; cash used in operations was $11.1 million.
  • Rights offering expired April 1, 2026, with gross proceeds of $12.1 million at $4.05 per share, including $7.1 million from conversion of debt.
Read the filing on SEC.gov ↗
SPRBSPRUCE BIOSCIENCES, INC. May 13, 8:05 AM ET

Spruce Biosciences Q1 net loss narrows to $12.3 million from $14.0 million

Positive earnings Written later 2.02

Spruce Biosciences reported a first-quarter 2026 net loss of $12.3 million, or $(8.94) per share, down from $14.0 million, or $(23.95) per share, a year earlier, as operating expenses fell to $12.0 million from $14.5 million. The company closed a $69.0 million gross underwritten public offering on April 22, 2026, which included 1,150,000 shares, pre-funded warrants and 180,000 option shares, and reported preliminary, unaudited cash of $107.3 million as of April 30, 2026. Shareholders should note that the offering increases the share count, and the company's stated timeline for a BLA submission for TA-ERT is the fourth quarter of 2026.

  • Net loss of $12.3 million, or $(8.94) per share, for the quarter ended March 31, 2026, versus $14.0 million, or $(23.95) per share, a year earlier.
  • Total operating expenses of $12.0 million versus $14.5 million; R&D included $5.7 million in one-time product acquisition costs related to SPR202.
  • Cash and cash equivalents of $54.1 million at March 31, 2026, up from $48.9 million at December 31, 2025.
  • Closed $69.0 million in aggregate gross offering proceeds on April 22, 2026; preliminary, unaudited cash of $107.3 million as of April 30, 2026.
Read the filing on SEC.gov ↗
TARAProtara Therapeutics, Inc. May 13, 8:05 AM ET

Protara Therapeutics Q1 net loss widens to $17.8 million; cash $177.4 million

Negative earnings Written later 2.02

Protara Therapeutics reported a first-quarter 2026 net loss of $17.8 million, or $0.31 per share, up from $11.9 million, or $0.29 per share, a year earlier. The filing reports no revenue, and the loss widened as research and development and general and administrative expenses rose, but the company said its $177.4 million in cash and marketable securities should fund operations into 2028.

  • Net loss of $17.8 million, or $0.31 per share, for the quarter ended March 31, 2026, versus $11.9 million, or $0.29 per share, a year earlier
  • Research and development expenses rose to $13.6 million from $9.1 million, mainly due to ADVANCED-2 trial costs and ADVANCED-3 start-up costs
  • Cash, cash equivalents and marketable debt securities totaled $177.4 million as of March 31, 2026, expected to support operations into 2028
  • The company intends to submit a Biologics License Application for TARA-002 in lymphatic malformations in the second half of 2027
Read the filing on SEC.gov ↗
VSHVISHAY INTERTECHNOLOGY INC May 13, 7:31 AM ET

Vishay Q1 revenue rises to $839.2 million; GAAP EPS $0.05 vs. loss a year earlier

Positive earnings Written later 2.02

Vishay Intertechnology reported first-quarter 2026 results for the fiscal quarter ended April 4, 2026, with revenue of $839.2 million, up from $715.2 million in the year-earlier quarter, and GAAP diluted EPS of $0.05 versus a loss of $0.03 a year earlier. The company guided second-quarter 2026 revenue to $875 million to $905 million with a gross margin of 22.0% plus or minus 50 basis points.

  • Q1 2026 net revenues were $839.2 million, compared with $715.2 million in the quarter ended March 29, 2025, and $800.9 million in the quarter ended December 31, 2025.
  • Q1 2026 GAAP diluted EPS was $0.05, compared with a loss of $0.03 a year earlier; gross margin was 21.0%.
  • Q2 2026 outlook: revenues of $875 million to $905 million and a gross profit margin of 22.0% plus or minus 50 basis points.
  • Q1 2026 book-to-bill was 1.34; backlog at quarter end was 5.7 months. Free cash was negative $46.9 million, against $54.9 million in the prior quarter.
Read the filing on SEC.gov ↗

Xtant Medical raises 2026 revenue guidance; Q1 revenue falls to $20.9 million

Mixed guidance Written later 2.028.01

Xtant Medical reported first-quarter 2026 revenue of $20.9 million, down from $32.9 million a year earlier, and a net loss of $3.1 million, compared with net income of $58,000. The company raised its full-year 2026 revenue guidance to $101 million to $105 million from $95 million to $99 million, citing its exclusive U.S. distribution agreement for Dilon Technologies' HEMOBLAST Bellows product. Revenue and profit declined while guidance rose, so the results point in mixed directions for shareholders.

  • Q1 2026 revenue was $20.9 million versus $32.9 million in Q1 2025, mainly due to the Companion Spine asset sale and 2025 license revenue that did not repeat.
  • Q1 2026 net loss was $3.1 million versus net income of $58,000; non-GAAP adjusted EBITDA was a loss of $1.6 million versus positive $3.0 million.
  • 2026 revenue guidance raised to $101 million to $105 million from $95 million to $99 million, tied to the Dilon Technologies HEMOBLAST Bellows agreement.
  • Total indebtedness fell $13.3 million in Q1 2026; cash and cash equivalents were $12.2 million as of March 31, 2026.
Read the filing on SEC.gov ↗
UPBUpstream Bio, Inc. May 13, 7:05 AM ET

Upstream Bio Q1 net loss widens to $40.6 million; COPD data pushed to 2027

Negative earnings Written later 2.02

Upstream Bio reported a first-quarter 2026 net loss of $40.6 million, up from $27.3 million a year earlier, as research and development spending rose to $36.6 million. The company also said it will cap enrollment in its Phase 2 COPD trial and now expects data in the second half of 2027, while cash and short-term investments of $294.6 million are expected to fund operations through 2027.

  • Net loss was $40.6 million for the quarter ended March 31, 2026, compared with $27.3 million a year earlier.
  • Research and development expenses rose to $36.6 million from $25.8 million, driven by verekitug clinical and manufacturing costs.
  • Collaboration revenue was $1.0 million, compared with $0.6 million a year earlier.
  • Enrollment in the Phase 2 VENTURE COPD trial will be capped, with data now expected in the second half of 2027; Phase 3 starts in severe asthma and CRSwNP are expected in Q1 2027.
Read the filing on SEC.gov ↗

Protalix Q1 2026 net income $18.3 million on $25 million Chiesi milestone

Positive earnings Written later 2.02

Protalix reported first-quarter 2026 total revenue of $33.8 million, up from $10.1 million a year earlier, and net income of $18.3 million, compared with a net loss of $3.6 million in the prior-year quarter. The increase was driven mainly by a $25.0 million milestone from partner Chiesi, and the company reaffirmed its 2026 total revenue guidance of $78.0 million to $83.0 million, which includes that milestone.

  • Total revenue was $33.8 million for the quarter ended March 31, 2026, versus $10.1 million a year earlier.
  • Net income was $18.3 million, or $0.23 per share basic and $0.22 diluted, versus a net loss of $3.6 million, or $(0.05) per share, in Q1 2025.
  • Revenue from selling goods fell to $7.4 million from $10.0 million, mainly due to a timing shift in Pfizer's Elelyso purchases.
  • The company reaffirmed 2026 total revenue guidance of $78.0 million to $83.0 million and reported cash and short-term deposits of $51.1 million as of March 31, 2026.
Read the filing on SEC.gov ↗
DTDynatrace, Inc. May 13, 6:33 AM ET

Dynatrace Q4 revenue rises 19% to $532 million; GAAP profit falls

Mixed earnings Written later 2.02

Dynatrace reported fourth-quarter and full-year fiscal 2026 results, with quarterly revenue up 19% and ARR up 18%, while GAAP net income fell to $17 million from $39 million a year earlier. The company also issued fiscal 2027 guidance for total revenue of $2,317 million to $2,335 million and non-GAAP earnings per diluted share of $1.93 to $1.95, and it spent $224 million on share repurchases in the quarter.

  • Q4 total revenue was $532 million, up 19%, and total ARR was $2,054 million, up 18%.
  • Q4 GAAP net income was $17 million, or $0.06 per diluted share, versus $39 million, or $0.13, a year earlier; GAAP results included an $18.5 million impairment of long-lived assets.
  • Q4 non-GAAP net income per diluted share was $0.41, up from $0.33.
  • Fiscal 2027 guidance: total revenue of $2,317 million to $2,335 million and non-GAAP net income per diluted share of $1.93 to $1.95.
Read the filing on SEC.gov ↗

National Vision Q1 net income rises to $31.2 million; 2026 guidance reiterated

Positive earnings Written later 2.02

National Vision reported first quarter 2026 results for the period ended April 4, 2026, with net revenue up 6.6% to $543.9 million and net income of $31.2 million, compared with $14.2 million a year earlier. Diluted EPS rose to $0.38 from $0.18, and the company reiterated its fiscal 2026 outlook, including Adjusted Diluted EPS of $0.85 to $1.09.

  • Net revenue rose 6.6% to $543.9 million; comparable store sales grew 4.4%.
  • Diluted EPS was $0.38 versus $0.18; Adjusted Diluted EPS was $0.45 versus $0.34.
  • Fiscal 2026 outlook reiterated: net revenue of $2.033 billion to $2.091 billion and Adjusted Diluted EPS of $0.85 to $1.09.
  • Expanded relationship with AAFES, effective April 1, 2026, adds 20 Military stores and makes National Vision the sole optical retail partner on U.S. AAFES bases.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.