1,853 material Form 8-K filings that 1,500 companies we cover made with the SEC in September 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).
PMV Pharma agreed on August 31, 2026 to sell 22,055,000 shares and pre-funded warrants for 19,900,000 shares, each sold with a warrant, at a combined price of $1.21 per share, with warrants for 41,955,000 shares in total. The company estimates net proceeds of about $47.0 million and expects the offering to close on September 2, 2026. The warrants' exercise price can reset after an FDA decision accepting the rezatapopt New Drug Application, which could increase the number of shares issuable and add dilution for existing shareholders.
Offering includes 22,055,000 shares and pre-funded warrants for 19,900,000 shares, plus accompanying warrants for 41,955,000 shares, at a combined price of $1.21
Gross proceeds expected to be about $50.8 million; estimated net proceeds about $47.0 million; closing expected September 2, 2026
Warrants have a $1.21 initial exercise price and a five-year term; exercise price resets to the greater of 33% of the initial price or a VWAP-based level after the FDA NDA acceptance announcement for rezatapopt
Company believes proceeds plus existing cash will fund operations and capital expenditures into the first quarter of 2028, excluding any underwriters' option exercise
Ryman Hospitality Properties completed its purchase of the JW Marriott Orlando Grande Lakes Resort and The Ritz-Carlton Orlando, Grande Lakes on September 1, 2026, for approximately $1.38 billion. The company also revised its 2026 guidance to include the property, raising its adjusted EBITDAre midpoint while lowering its per-share earnings midpoint.
Purchase price of approximately $1.38 billion was funded by a 5,865,000-share stock offering at $117.00 per share (closed August 12, 2026), $700 million of 6.250% senior notes due 2035 (closed August 25, 2026), and cash on hand.
Full-year 2026 consolidated Adjusted EBITDAre guidance midpoint rose to $926.5 million from $894.0 million; Grande Lakes Orlando contributes a $32.5 million midpoint.
Net income available to common stockholders per diluted share guidance midpoint fell to $3.93 from $4.11; Adjusted FFO per diluted share midpoint fell to $9.08 from $9.13.
The company does not expect to update guidance before its next quarterly earnings release.
Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of $3.41 billion, up 34% year over year, and non-GAAP net income per diluted share of $1.02, up from $0.95. The company posted a GAAP net loss of $282 million, or $0.35 per diluted share, compared with GAAP net income of $254 million, or $0.36, a year earlier, and it also announced the acquisition of Console and fiscal 2027 guidance for revenue of $14.10 billion to $14.20 billion.
Q4 fiscal 2026 revenue $3.41 billion, up 34% year over year; Next-Generation Security ARR $9.10 billion, up 63%
GAAP net loss $282 million, or ($0.35) per diluted share, versus GAAP net income of $254 million a year earlier; the filing lists a $524 million change in fair value of convertible senior notes and capped calls among non-GAAP adjustments
Non-GAAP operating income $1.0 billion versus $768 million a year earlier; adjusted free cash flow $1.3 billion
Fiscal 2027 guidance: total revenue $14.10 billion to $14.20 billion; diluted non-GAAP EPS $4.16 to $4.19; first-quarter revenue $3.300 billion to $3.310 billion
Calumet's subsidiary Montana Renewables amended its loan guarantee agreement with the U.S. Department of Energy on August 28, 2026, reducing the maximum loan principal to $815.8 million from $1.44 billion as the Great Falls expansion shifts to repurposing existing equipment. The company says remaining expansion capital is $137 million, to be funded from Montana Renewables earnings with no third-party equity, and targets about 200 million gallons of annual SAF production by year-end 2028. Lower capital needs and no dilution stand against a smaller project, which the company says captures about 70% of the originally expected benefit.
Maximum DOE loan principal reduced to $815.8 million and capitalized interest cap to $232.8 million.
Remaining expansion capital is $137 million, versus the $1.2 billion original Phase 2 plan.
Phase 2 DOE funding cut from up to $658 million to a single final draw of $34 million.
Target of about 200 million gallons of annual SAF production and 17,000 barrels per day of total product sales by year-end 2028.
McEwen Inc.'s 46.3%-owned subsidiary, McEwen Copper, closed a $240 million senior secured four-year term loan on August 27, 2026, to fund engineering and early works at the Los Azules copper project and for general corporate purposes. The loan bears 12.0% annual interest, and lenders also received 5-year warrants exercisable at $40 per share, which could dilute holders of McEwen Copper shares. A final investment decision and full project financing are expected in mid-2027.
Lenders include Sprott Natural Resource Investment Partners ($112 million), Rob McEwen, Chairman and Chief Owner ($85 million), and other lenders ($43 million).
Interest is 12.0% per annum, payable monthly; prepayment in full or part carries a fee of 5% of remaining principal.
Lenders received 15,000 5-year McEwen Copper warrants for each $1 million of principal, with an exercise price of $40 per share.
Final investment decision and full project financing are expected in mid-2027; commercial copper cathode production is targeted for 2030.
GitLab reported second-quarter fiscal 2027 revenue of $286.3 million, up 21% from a year earlier, while its GAAP net loss widened to $36.8 million from $9.2 million. The company also said Chief Accounting Officer Simon Mundy will resign effective September 16, 2026, and CFO Jessica Ross will take on the principal accounting officer role.
Revenue of $286.3 million, up 21% year over year; non-GAAP operating income of $42.6 million, versus $39.6 million a year earlier
GAAP net loss attributable to GitLab of $36.8 million, or $(0.22) per share, compared with a loss of $9.2 million, or $(0.06) per share, a year earlier
Restructuring charges of $19.4 million were excluded from non-GAAP results; the restructuring was announced in May 2026
Third-quarter revenue guidance of $281 million to $283 million; fiscal 2027 revenue guidance of $1,129 million to $1,133 million
Snail, Inc. said the Nasdaq Hearings Panel granted its request to continue listing Class A Common Stock on the Nasdaq Capital Market, subject to meeting a $2,500,000 minimum stockholders' equity requirement. The company must also file public disclosure of the transactions it undertakes to comply and the resulting equity, and the company says failure to meet the conditions would result in delisting.
Panel decision received August 26, 2026; the stock will keep trading as SNAL during the exception period.
Company must reach minimum stockholders' equity of $2,500,000 under Nasdaq Listing Rule 5550(b) and file public disclosure of its compliance steps.
Company regained compliance with the $1.00 minimum bid price after a reverse stock split effective July 2, 2026; Nasdaq Staff confirmed on July 21, 2026.
The Panel may reconsider the exception based on significant events, and failure to meet the conditions would result in delisting.
Fervo Energy's subsidiary Cape Generating Station 6 LLC signed a 15-year power purchase agreement with Google for 396 MW from the Cape Station project in Utah, with target commercial operation beginning in the third quarter of 2028. Fervo also agreed to offer Google an option on about 600 MW more capacity, with a guaranteed commercial operation date no later than June 2030, and must reimburse Google for certain amounts if it does not make that offer, an amount the company says is not currently estimable. For shareholders, this adds a large contracted customer, but it also brings an unquantified contingent obligation and depends on Utah regulatory approvals.
Power purchase agreement with Google Energy LLC, a subsidiary of Alphabet Inc., dated August 26, 2026, for 396 MW in four 99 MW sub-tranches
Target commercial operation for sub-tranches begins in the third quarter of 2028; 15-year delivery term
Capacity expansion option of about 600 MW, bringing total contracted capacity to not less than about 950 MW, with guaranteed commercial operation by June 2030
Reimbursement obligation if the expansion offer is not made is not currently estimable; project remains subject to Utah SB 132 regulatory approvals
Yext reported results for its fiscal second quarter ended July 31, 2026. Revenue fell 2% to $111.1 million and GAAP net income fell to $13.1 million from $26.8 million, while Adjusted EBITDA rose 29% to $34.0 million. For shareholders, the top-line and GAAP profit declines sit alongside stronger non-GAAP profit and a 1.8 million share buyback in the quarter.
Revenue was $111.1 million versus $113.1 million a year earlier, a 2% decrease.
GAAP net income was $13.1 million ($0.13 basic EPS) versus $26.8 million ($0.22 basic EPS) a year earlier.
Adjusted EBITDA was $34.0 million versus $26.4 million, with a margin of 30.6%; non-GAAP diluted EPS was $0.21 versus $0.12.
Total ARR was $440.8 million, down 1% year over year; customers with $50,000 or more in ARR grew 2% to $405.9 million.
Regis Corporation reported fiscal 2026 revenue of $224.5 million, up $14.4 million, and operating income of $24.4 million, up from $19.9 million. Net income fell to $6.9 million, or $2.41 per diluted share, from $123.5 million, or $46.10, in the prior year, which included a $115.5 million income tax benefit. Fourth-quarter revenue declined to $56.0 million, and the CFO said the company is evaluating refinancing alternatives to reduce its cost of debt.
Fiscal 2026 revenue rose to $224.5 million from $210.1 million, driven mainly by company-owned salon revenue; fourth-quarter revenue fell $4.4 million to $56.0 million.
Fiscal 2026 net income was $6.9 million, or $2.41 per diluted share, versus $123.5 million, or $46.10, a year earlier, when a $115.5 million tax benefit was recorded.
Fiscal 2026 adjusted diluted EPS was $2.70, down from $2.85, while adjusted EBITDA rose $1.2 million to $32.8 million.
Cash from operations was $13.1 million for the year, down $0.6 million; the company had $26.0 million in cash at June 30, 2026.
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.