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).
Standard BioTools ended its agreement to sell its mass cytometry business to Multiplex Bio and agreed to sell it to Element Biosystems, a subsidiary of GMT Venture, for $5.5 million in cash. The company agreed to pay Multiplex Bio a $1.5 million termination fee, of which GMT Venture will pay $1.0 million, and says the Element deal increases its net cash position by about $15 million compared with the Multiplex Bio transaction, which the Treeline merger exchange ratio takes into account. Completion still depends on stockholder approval and the pending Treeline merger.
Multiplex Bio purchase agreement terminated on September 30, 2026; the company agreed to pay a $1.5 million termination fee, with GMT Venture paying $1.0 million of it on the company's behalf.
Element purchase price is $5.5 million in cash, on a cash-free and debt-free basis, with no financing condition and a GMT Venture equity commitment letter.
Closing requires stockholder approval and consummation of the Treeline merger; the company expects the Element deal to close by the end of 2026.
If the deal terminates in specified circumstances, the company owes Element a $1.0 million termination fee; expense reimbursements of up to $125,000 each apply if closing misses December 31, 2026 or March 31, 2027.
Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, up from $41.46 billion in the prior quarter and $11.32 billion a year earlier, with GAAP diluted earnings per share of $32.87. The company also guided first-quarter fiscal 2027 revenue to $61.5 billion, plus or minus $1.5 billion, and GAAP diluted earnings per share to $37.84, plus or minus $1.00, both above fourth-quarter levels. For shareholders, the filing shows sharply higher sales and profit and a higher outlook, and the company's forward-looking statements carry the risks described in its SEC filings.
Fiscal Q4 2026 revenue was $54.23 billion; GAAP net income was $37.70 billion, or $32.87 per diluted share
Fiscal 2026 revenue was $133.19 billion, up from $37.38 billion in fiscal 2025; GAAP net income was $84.97 billion
Q1 fiscal 2027 guidance: revenue of $61.5 billion plus or minus $1.5 billion; GAAP diluted EPS of $37.84 plus or minus $1.00
Board declared a quarterly dividend of $0.15 per share, payable October 29, 2026, to holders of record on October 14, 2026
PowerCompute said its Bitcoin-backed credit facility with Arch Lending was settled on September 24, 2026, its scheduled reset date, and was not triggered by a margin call or forced liquidation. The company says secured debt fell about 94%, from about $19.4 million at June 30, 2026 to about $1.25 million, and that no Bitcoin remains pledged, which it expects to lower interest and collar-related expense.
Arch facility settled September 24, 2026, with $21,892,132 principal, $118,582 accrued interest and a $440,122 fee covered by sale of about 267.3 of 307 pledged Bitcoin
About 39.6 Bitcoin returned to the company; no Bitcoin remains pledged as collateral
Secured debt fell from about $19.4 million at June 30, 2026 to about $1.25 million, a reduction of about 94%
Remaining secured promissory note matures December 31, 2026 and is not secured by Bitcoin
Jabil reported preliminary, unaudited fourth-quarter fiscal 2026 net revenue of $10.6 billion, up from $8.25 billion a year earlier, and U.S. GAAP diluted EPS of $3.76, up from $1.99. The company also guided fiscal 2027 net revenue to $44.5 billion and core diluted EPS to $17.55, and expects first-quarter fiscal 2027 revenue of $10.6 billion to $11.4 billion, which points to continued growth for shareholders if the outlook holds.
Q4 fiscal 2026 net revenue $10.6 billion vs. $8.25 billion a year earlier; U.S. GAAP diluted EPS $3.76 vs. $1.99
Fiscal 2026 net revenue $36.0 billion; core diluted EPS $13.09 vs. $9.75 in fiscal 2025
MongoDB's Board of Directors authorized an additional $1.0 billion in share repurchases on September 25, 2026, bringing the aggregate authorized amount under its existing program to $2.0 billion. The company also held an Investor Day on September 29, 2026, where leadership discussed growth strategy while an interim CEO leads a pending leadership transition.
Board authorized an additional $1.0 billion in repurchases on September 25, 2026, for an aggregate $2.0 billion under the existing program.
$1,353,700,000 remains available for future repurchases as of the filing date.
Repurchases may be made in open market or privately negotiated transactions, and the company is not obligated to buy any particular amount.
Investor Day on September 29, 2026 covered strategy, and the presentation references a recently announced leadership transition led by interim CEO Dev Ittycheria.
Carnival reported record third-quarter 2026 results for the period ended August 31, with net income attributable to the company of $1.92 billion, up from $1.85 billion a year earlier, and revenue of $8.4 billion, up from $8.2 billion. The company said its full-year 2026 adjusted net income outlook improved by more than $150 million compared with June guidance, offsetting a $150 million impact from higher fuel prices.
Q3 net income attributable to Carnival was $1.92 billion versus $1.85 billion a year earlier; total revenues were $8.4 billion versus $8.2 billion.
Diluted EPS was $1.40 versus $1.33 a year earlier; adjusted EPS was $1.43, in line with the prior year.
Full-year 2026 adjusted net income is now expected to improve by more than $150 million versus June guidance, overcoming a $150 million impact from increased fuel prices.
The company completed about $1.2 billion of share repurchases year to date and paid $618 million in dividends for the first nine months.
SoundThinking agreed on September 28, 2026 to be acquired by Transom Capital Group through a tender offer for $8.00 per share in cash plus one non-transferable contingent value right worth up to $3.00 per share. The up-front price is a 46% premium to the September 28, 2026 closing price, and holders of about 33% of the outstanding shares have already agreed to tender, so the deal would give shareholders a cash exit if completed.
Up-front cash of $8.00 per share, plus a CVR paying up to $3.00 per share tied to 2027 revenue milestones for ShotSpotter and SafePointe
Implied enterprise value of about $114 million on up-front consideration, or about $159 million with the maximum CVR payment
Veradace Partners (about 16%) and Gary M. Lauder and affiliates (about 17%) agreed to tender their shares; the offer requires more than 50% of outstanding shares to be tendered
Closing is expected in the fourth quarter of 2026; the deal has no financing condition, and shares will stop trading on Nasdaq once completed
Invivyd reported topline results from the Phase 3 LIBERTY study of its investigational COVID-19 antibody VYD2311, which it says showed a safety and tolerability profile superior to an mRNA COVID-19 vaccine. The company also plans to submit a Biologics License Application to the FDA under the Accelerated Approval pathway, pending data from the ongoing DECLARATION pivotal study expected in October 2026. For shareholders, the results come from a 210-person study, and the regulatory path depends on DECLARATION data that have not yet been reported.
VYD2311 alone: 56.5% of subjects had a treatment-emergent adverse event, injection site reaction or hypersensitivity reaction over 6 days, versus 91.4% in the mRNA vaccine arm (P<0.0001).
VYD2311 combined with the mRNA vaccine: 78.9% versus 91.4% on the same measure, with P=0.057 for that comparison.
DECLARATION topline safety and immunogenicity data are expected in October 2026; that study enrolls approximately 2,400 participants.
LIBERTY enrolled 210 healthy adults aged 18 to 49, randomized 1:1:1 across three arms.
Immix Biopharma said an interim update from its Phase 2 NEXICART-2 trial shows an 89% (40/45) complete response rate across all 45 enrolled relapsed/refractory AL Amyloidosis patients, as assessed by an independent review committee. The company said the final readout and BLA submission are planned for mid-2027, so the data remain interim and the therapy has not been approved.
Complete response rate of 89% (40/45) across all 45 enrolled patients, per an independent review committee
All 25 new patients are in complete response or MRD-negative (21 in CR, 4 MRD-negative)
Four MRD-negative patients still pending; the company says this could raise the CR rate to up to 98% (44/45)
Final readout and BLA submission planned for mid-2027; company reported no neurotoxicity or enterocolitis to date
AAR CORP. reported first-quarter fiscal 2027 results for the period ended August 31, 2026, with sales up 24% to $918.0 million and GAAP diluted EPS of $1.00, compared with $0.95 a year earlier. The company also announced a definitive agreement to acquire a 65% controlling interest in MRO Holdings, and the guidance it gave excludes that acquisition's effect, so shareholders face both the quarterly gains and a large pending deal.
Q1 sales of $918.0 million, up 24% from $739.6 million; GAAP net income of $40.1 million versus $34.4 million
Adjusted diluted EPS of $1.49, up from $1.08; adjusted EBITDA of $116.5 million, up 34%
Full-year fiscal 2027 sales growth guidance (ex. LCP) changed to low teens from low double-digits to low teens; second-quarter sales growth guidance set at 14% to 16%
Net debt of $780.5 million and net leverage of 1.81x at August 31, 2026; acquisition expenses rose to $19.6 million from $4.4 million
Precision Optics reported fiscal 2026 revenue of $31.5 million, up about 65%, and a narrower net loss of $3.6 million, or $0.43 per share, compared with $5.8 million, or $0.85 per share, a year earlier. The company guided fiscal 2027 revenue to $30 million to $33 million, similar to fiscal 2026, citing a pause in orders from an existing satellite customer that it expects to partly offset with other programs and a stronger second half. For shareholders, the results show strong growth and smaller losses, but the outlook projects no revenue growth for the coming year.
Fourth quarter ended June 30, 2026: revenue of $8.8 million, up about 42% from $6.2 million a year earlier, with a net loss of $0.1 million versus $1.4 million.
Fiscal 2026 revenue of $31.5 million, up about 65% from $19.1 million; net loss of $3.6 million, or $0.43 per share, versus $5.8 million, or $0.85 per share.
Fiscal 2027 revenue guidance of $30 million to $33 million, similar to fiscal 2026, reflecting a pause in orders from an existing satellite customer.
Fiscal 2027 Adjusted EBITDA guidance of $(1.2) million to $(1.7) million loss, compared with a $(2.1) million loss in fiscal 2026.
SCYNEXIS entered a contract with the U.S. Biomedical Advanced Research and Development Authority to develop its SCY-247 antifungal candidate, with potential non-dilutive funding of up to $214 million if all options are exercised. The initial base period provides approximately $18.5 million to advance SCY-247 into a Phase 2 study in patients with invasive candidiasis. The company says its SCY-770 development plans and cash runway into 2029 are unchanged.
Contract signed September 25, 2026; base period starts September 2026 with approximately $18.5 million
Potential total funding up to $214 million; BARDA may exercise up to six options extending the term up to ten years
Cost-share arrangement; company expects to fund its share of near-term SCY-247 costs within its existing operating plan
Full contract to be filed as an exhibit to the Form 10-Q for the quarter ending September 30, 2026, with confidential terms redacted
The Marygold Companies agreed on September 25, 2026 to be acquired by funds managed by Madison Dearborn Partners, with stockholders to receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price. Stockholders holding about 75% of the voting power have already approved the merger by written consent, and the company's common stock will be delisted from NYSE American once the deal closes, which is expected in the first half of 2027 or earlier.
Stockholders will receive $2.00 per share in cash, a premium of approximately 100% over the September 24, 2026 closing price.
Written stockholder consent from holders of about 75% of voting power was delivered on September 25, 2026, satisfying the stockholder approval condition.
Common stock will stop trading on NYSE American after closing; the company will become privately held.
A termination fee of approximately $2.6 million may be payable by the company in certain circumstances; the Termination Date is June 7, 2027.
Kodiak Sciences reported that both Zenkuda and tabirafusp-ted met the primary endpoints in the Phase 3 DAYBREAK study in wet age-related macular degeneration, with both achieving non-inferiority in vision gains versus aflibercept at year one. The company plans to submit a multi-indication biologics license application for Zenkuda in the fourth quarter of 2026.
Zenkuda met its primary endpoint with a p-value of 0.0007, and 54% of patients were on 6-month dosing
Tabirafusp-ted met its vision primary endpoint (p-value of 0.0036) and its anatomical key secondary endpoint (p-value of less than 0.0001)
Kodiak plans to submit a Zenkuda BLA in 4Q2026 covering five positive Phase 3 studies in wet AMD, diabetic retinopathy and retinal vein occlusion
Zenkuda showed a 0% intraocular inflammation rate in the study, and tabirafusp-ted showed 0.4%, per the press release
Adicet Bio reported preliminary Phase 1 data for prula-cel, an investigational cell therapy, in 22 efficacy-evaluable patients with systemic lupus erythematosus, with or without lupus nephritis, using an August 28, 2026 data cut-off. The company plans to start pivotal study start-up activities for lupus nephritis in the fourth quarter of 2026, and the filing says the high DORIS remission rate may support including lupus patients without nephritis. The data are early, from a small group, and the filing contains no revenue or cash figures.
22 efficacy-evaluable patients (16 with lupus nephritis, 6 with extra-renal SLE); follow-up ranged from 6 to 21 months; data cut-off August 28, 2026.
At 12 months, 50% of evaluable lupus nephritis patients achieved a complete renal response and 54% of evaluable patients achieved DORIS remission.
Among 24 safety-evaluable patients, no cytokine release syndrome above Grade 2 was reported; Grade 1 or 2 CRS occurred in 25%; infections occurred in 54%, with Grade 3 or higher in 8.3%.
Pivotal lupus nephritis study start-up activities are planned for Q4 2026; a mid-2027 clinical data update in LN/SLE is anticipated.
Volato Group's Alignment Engine subsidiary signed a Master Services Agreement on September 22, 2026, with two initial orders for dedicated AMD GPU infrastructure at its Ohio AI campus, totaling approximately $1.17 billion in contract value. The filing says the customer has committed to about $133 million in contractual prepayments, and the orders run for 48 months on a take-or-pay basis, which the company describes as its first major customer commitment for the platform.
Two 48-month orders under the MSA with an aggregate contractual value of approximately $1.17 billion.
Initial deployment of AMD MI355X GPUs has a contractual start date of December 31, 2026; second deployment of AMD MI455X GPUs starts June 30, 2027.
Customer has committed to approximately $133 million in prepayments, including approximately $40 million due after execution of the initial order.
Either party may terminate for an uncured material breach after a 30-day cure period.
Gray Media updated its third-quarter 2026 guidance, raising its political advertising revenue outlook to $188 million to $195 million and lifting the low end of its total revenue range to $950 million. The company also lowered its corporate and administrative expense estimate to $30 million to $35 million, and said the update was provided in connection with lender meetings about a potential credit facility refinancing.
Political advertising revenue guidance raised to $188 million to $195 million, from $165 million to $185 million previously.
Total revenue guidance now $950 million to $965 million, up from $935 million to $965 million.
Total corporate and administrative expense guidance lowered to $30 million to $35 million, from $35 million to $40 million.
Gray expects no outstanding borrowings under its Revolving Credit Facility as of September 30, 2026, and will report third-quarter results on November 6, 2026.
Nektar Therapeutics disclosed that a federal jury found Eli Lilly breached the implied covenant of good faith and fair dealing in their license agreement for rezpegaldesleukin. The jury awarded Nektar $90 million in damages plus interest, to be determined by the court. The verdict remains subject to post-trial proceedings and possible appeal, so the amount Nektar ultimately receives is not yet certain.
Jury verdict returned September 24, 2026 in Nektar Therapeutics v. Eli Lilly & Co., Case No. 3:23-cv-03943-JD
Jury awarded Nektar $90 million in damages plus interest, with interest to be set by the District Court
Verdict is subject to post-trial proceedings and any resulting judgment may be appealed
BlackBerry reported results for the quarter ended August 31, 2026, with revenue up 26% year-over-year to $163.3 million and GAAP net income of $33.9 million, compared with $13.3 million a year earlier. The company also raised its fiscal 2027 revenue and adjusted EBITDA outlook, which gives shareholders updated guidance for the year ending February 28, 2027.
Revenue was $163.3 million, up 26% year-over-year; QNX revenue was $80.3 million, a record quarter for the segment.
GAAP net income was $33.9 million, positive for the sixth consecutive quarter; adjusted basic EPS was $0.07.
Fiscal 2027 total revenue guidance is $616 million to $636 million, and total adjusted EBITDA guidance is $141 million to $158 million.
Third-quarter fiscal 2027 revenue guidance is $143 million to $154 million, ending November 30, 2026.
Paychex reported first-quarter fiscal 2027 results for the three months ended August 31, 2026, with total revenue up 6% to $1.6 billion and diluted earnings per share up 14% to $1.21. The company raised its fiscal 2027 outlook for PEO and Insurance Solutions revenue growth to 7% to 8% and left most other guidance unchanged, including adjusted diluted EPS growth of 7% to 9%.
Total revenue rose 6% to $1.6 billion; operating income rose 14% to $619.2 million.
Adjusted diluted EPS rose 10% to $1.34; GAAP diluted EPS rose 14% to $1.21.
PEO and Insurance Solutions revenue growth outlook raised to 7% to 8% from 6% to 7%; interest on funds held for clients outlook raised to $200 million to $210 million.
Paid dividends of $1.19 per share totaling $424.1 million in the quarter; cash flow from operations was $413.5 million, down from $718.4 million a year earlier.
Cintas reported first-quarter fiscal 2027 revenue of $3.01 billion, up 10.9%, and diluted EPS of $1.36, up 13.3% from a year earlier. The company raised its full-year revenue and adjusted EPS guidance, though the results include $14.4 million of transaction expenses tied to the proposed UniFirst acquisition, which is still under review by the U.S. Federal Trade Commission.
First-quarter revenue of $3.01 billion, up 10.9%; organic revenue growth of 8.9%
Diluted EPS of $1.36 vs. $1.20 a year earlier; adjusted diluted EPS of $1.39, up 15.8%
Fiscal 2027 revenue guidance raised to $12.15 billion to $12.27 billion; adjusted diluted EPS guidance raised to $5.45 to $5.54
UniFirst transaction expenses of $14.4 million; closing expected before the end of calendar 2026
Ionis and partner Roche reported positive prespecified interim results from the ongoing Phase 3 IMAgINATION study of investigational sefaxersen in adults with primary IgA nephropathy. The study met its primary endpoint, with statistically significant and clinically meaningful reductions in proteinuria versus placebo at 37 weeks, and no new safety signals were identified. The results advance a candidate that Roche licensed from Ionis, and Ionis is eligible for regulatory and sales milestone payments and royalties under that agreement.
Primary endpoint met: statistically significant reduction in 24-hour urine protein-to-creatinine ratio versus placebo at 37 weeks
Study enrolled 459 people, randomized 1:1 to sefaxersen or placebo for 105 weeks
Safety and tolerability were consistent with previously reported data, with no new safety signals
The study continues as a blinded study to assess change in eGFR at week 105; interim data will be presented at an upcoming medical congress, date not given
i-80 Gold furnished a September 21, 2026 press release on a feasibility study for its Granite Creek Underground gold project in Nevada. The base case shows an after-tax NPV (5%) of $118 million at $2,750/oz gold, rising to $598 million at $4,500/oz, and the study reports initial reserves of 556,500 oz gold. The filing also furnishes Mineral Point assay results, and the company says the study's production and sustaining capital figures improved on the March 2025 preliminary economic assessment.
Base case at $2,750/oz gold: after-tax NPV (5%) of $118 million and undiscounted after-tax cash flow of $153 million.
Initial proven and probable reserves of 2.20 million tonnes grading 7.87 g/t gold, containing 556,500 oz gold; mine life of about 8.5 years.
Average annual gold production of about 75,000 oz from 2028 to 2032, versus the March 2025 PEA; sustaining capital of $83 million, which the company says is lower than the PEA.
Lone Tree Plant commissioning is planned for the fourth quarter of 2027; inferred resources fell 38% as infill drilling upgraded material to higher categories.
The FDA has lifted the full clinical hold on Filana Therapeutics' IND for a planned Phase 2a study of simufilam in TSC-related epilepsy. Patient screening is expected to begin by the first quarter of 2027, so the hold removal is a development milestone rather than a change in financial results.
FDA lifted the full clinical hold on the simufilam IND, announced September 22, 2026
Planned Phase 2a study: 16-week randomized, double-blind trial at 13 U.S. sites, targeting 40 subjects aged 12 to 55
Patient screening expected to begin by the first quarter of 2027
Company completed trial-readiness work during the hold, including engaging a clinical research organization and identifying sites
Celldex reported positive topline results from its two Phase 3 EMBARQ-CSU trials of barzolvolimab in chronic spontaneous urticaria, with both trials meeting the primary endpoint and all key secondary endpoints at Week 12. The company plans to submit a Biologics License Application to the FDA in 2027, and treatment in both trials will continue to 52 weeks. The filing contains no financial results, so the near-term effect on shareholders depends on the regulatory timeline.
EMBARQ-CSU1 and EMBARQ-CSU2 both met the primary endpoint (mean change in UAS7 at Week 12) and all key secondary endpoints across both dose groups.
Complete response (UAS7=0) at Week 12 was 42.1% to 45.7% on barzolvolimab versus 9.3% to 12.6% on placebo.
1,939 patients were randomized; data cutoff was September 9, 2026.
Viking Therapeutics reported positive topline results from the maintenance phase of its VK2735 study, in which patients moved to every-other-week or monthly dosing maintained up to 97% and up to 90% of their weight loss, respectively. The company also reported GI-related adverse event rates similar to placebo, and the filing presents no financial measures for the period.
Every-other-week dosing maintained up to 97% of Week 21 weight loss versus 61% for placebo (p<0.0001).
Monthly dosing maintained up to 90% of Week 21 weight loss versus 61% for placebo (p=0.0002).
Induction phase: weight loss of approximately 16% to 19% after 21 weeks of weekly dosing versus approximately 0% for placebo.
Management conference call scheduled for 8:00 a.m. ET on September 22, 2026.
Vista Gold entered into an Arrangement Agreement on September 20, 2026, under which Artemis Gold would acquire all of Vista's common shares through a court-approved plan of arrangement. Vista shareholders would receive 0.0966 Artemis Gold shares for each Vista share, which the companies say implies US$2.83 per share and a 29% premium to Vista's 20-day volume-weighted average price. The deal requires Vista shareholder approval and other regulatory and court approvals, and the companies expect completion in January 2027.
Exchange ratio of 0.0966 Artemis Gold common shares per Vista Gold share, implying US$2.83 per share and a total transaction value of about US$427 million on a 100% basis
Premium of 29% to the 20-day VWAP as of September 18, 2026, and 25% to the last closing price, according to the companies
Vista must pay a termination fee of US$18,148,536 in certain circumstances, and either party may terminate if the Effective Time has not occurred by April 15, 2027
Directors and officers have signed voting support agreements, and Vista expects its proxy statement to be mailed in November 2026 with a shareholder meeting in December 2026
The European Commission granted marketing authorization for Ubeslo and Evlarco, obicetrapib-based treatments for primary hypercholesterolaemia or mixed dyslipidaemia, marking the first regulatory approval of obicetrapib worldwide. The company's partner Menarini holds European commercialization rights, and the approvals trigger milestone payments in the mid-teens of millions of euros, with up to an additional €833 million available on future milestones.
Approvals cover all EU Member States, Iceland, Liechtenstein and Norway
Ubeslo is obicetrapib 10 mg monotherapy; Evlarco is 10 mg obicetrapib plus 10 mg ezetimibe
EC requires a post-authorization efficacy study and final results from the PREVAIL cardiovascular outcomes trial
Menarini milestone payments in the mid-teens of millions of euros triggered by the authorizations
Cue Biopharma announced positive topline results from a Phase 2 trial of CUE-221 in chronic spontaneous urticaria (CSU), conducted in China by Genesis Life Sciences with 145 participants. The primary endpoint was met at all dose levels, and the company plans a Phase 2b/3 CSU trial and a Phase 2 food allergy trial, subject to FDA review of the Phase 2 data. The filing contains clinical data only, with no revenue, earnings, cash or financing figures.
Primary endpoint (complete resolution of hives, HSS7=0, at week 12): 54% at 4 mg/kg, 53% at 2 mg/kg and 43% at 1 mg/kg, vs. 11% for placebo and 41% for omalizumab 300 mg.
Key secondary endpoint (UAS7=0 at week 12) was statistically significant at 4 mg/kg: 46% vs. 11% for placebo.
At week 28, 12 weeks off drug, complete resolution of hives was 60% at 4 mg/kg vs. 24% for omalizumab, a 36% difference (post hoc analysis).
No treatment-related serious adverse events and no hypersensitivity reactions, including anaphylaxis, were reported; the company will present full data at an upcoming scientific meeting.
Priority Technology Holdings signed a merger agreement on September 18, 2026, with an investor group led by Chairman and CEO Thomas Priore. The group will acquire the shares it does not already own for $8.05 per share in cash, an enterprise value of approximately $1.6 billion. Shareholders receive cash but would stop holding shares in a publicly listed company once the deal closes, which is expected in the first half of 2027.
Merger agreement dated September 18, 2026; $8.05 per share in cash; enterprise value of approximately $1.6 billion
The price is a 38% premium to the September 18, 2026 close and a 65% premium to the November 7, 2025 unaffected price
Approval requires a majority of shares not affiliated with the investor group; the company must pay a $15,750,000 termination fee in certain cases
Expected to close in the first half of 2027; common stock will no longer be listed on the Nasdaq Global Select Market
Colony Bankcorp said on September 17, 2026 that it has received all required regulatory approvals for its merger with First Reliance Bancshares. The deal still needs shareholder approvals from both companies, with special meetings set for October 14, 2026, and the 8-K gives an expected closing date of November 1, 2026.
All required regulatory approvals received, announced September 17, 2026
Shareholder special meetings for both companies scheduled for October 14, 2026
Expected closing date of November 1, 2026, pending shareholder approvals and other customary conditions
Deal valued at approximately $163 million; combined company to have about $5 billion in total assets
In an Investor Day presentation furnished under Form 8-K, Salesforce reiterated its FY27 revenue guidance at the high end of $46.1 billion to $46.4 billion and set a FY30 revenue target of $63 billion-plus. The company also disclosed a $25 billion accelerated share repurchase, which it expects to reduce its share count by at least 14%, a step that matters to shareholders because it returns capital and lifts per-share metrics.
FY27 revenue guidance is the high end of $46.1 billion to $46.4 billion, as of August 2026.
FY27 non-GAAP operating margin guidance is 34.3%, compared with 34.1% in FY26.
The $25 billion accelerated share repurchase is described as the company's largest ever, with an expected average share price of $182.
The FY30 revenue target of $63 billion-plus was stated as of May 2026 and includes Informatica.
Oscar Health said it will raise its full year 2026 guidance for earnings from operations to $600 million to $800 million, up $100 million from its prior expectation, and narrow its medical loss ratio outlook to 81.0% to 82.0%. It will reaffirm total revenue guidance of $18.7 billion to $19.0 billion and its SG&A expense ratio range of 15.6% to 16.1%, and will discuss strategy and long-term financial targets at its Investor Day on September 16, 2026.
Earnings from operations guidance raised to $600 million to $800 million, from $500 million to $700 million.
Medical loss ratio guidance improved to 81.0% to 82.0%, from a prior 81.5% to 82.5%.
Total revenue ($18.7 billion to $19.0 billion) and SG&A expense ratio (15.6% to 16.1%) guidance reaffirmed; Investor Day webcast held September 16, 2026.
Uranium Royalty Corp. reported results for the quarter ended July 31, 2026, with net income of $16.3 million, up from $1.0 million a year earlier, and diluted earnings per share of $0.10 versus $0.01. The company sold 593,255 pounds of U3O8 for $51.0 million revenue, and it used part of those proceeds to help finance its Sweetwater acquisition, completed in July 2026. Earnings rose sharply, but the filing gives no prior-year revenue or cost comparison and no guidance.
Revenue of $51.0 million from sales of 593,255 pounds of U3O8 at an average realized price of about $86.00 per pound
Net income of $16.3 million versus $1.0 million for the same period in 2025
Diluted EPS of $0.10 versus $0.01 a year earlier
Sweetwater acquisition completed in July 2026, partly funded by uranium sales
Orion Energy Systems said a longtime US retailer customer made a follow-on commitment for a new LED lighting project estimated at $10 million to $15 million, and raised its fiscal 2027 revenue outlook to $100 million to $102 million from $95 million to $97 million. The company said the timing of individual purchase orders is uncertain, and that Q2 revenue is expected to fall from the previously announced Q1 revenue of $25.7 million.
FY 2027 revenue outlook raised to $100 million to $102 million, up from $95 million to $97 million
New retailer project estimated at $10 million to $15 million; most revenue expected in the second half of fiscal 2027, which ends March 31, 2027
Fiscal Q2 revenue expected to decrease compared with Q1 revenue of $25.7 million
Company continues to expect positive Adjusted EBITDA for the fiscal year as a whole
Lindblad Expeditions acquired a 60% controlling interest in White Desert, PNR Airways and Echo Charlie for about $61 million in cash, plus about $6 million for balance-sheet cash, subject to customary true-up adjustments. The company also raised its full-year 2026 revenue, net yield and Adjusted EBITDA guidance to reflect the deal and continued strong performance across the business.
60% controlling interest in White Desert, PNR Airways and Echo Charlie for about $61 million cash, plus about $6 million for balance-sheet cash
Options to buy the remaining equity in two equal tranches, exercisable within 30 days of December 31, 2030 and 2031, priced on the companies' EBITDA at the time
Updated 2026 guidance: tour revenues of $850 - $880 million, net yield per available guest night of 5.5% - 6.5%, Adjusted EBITDA of $140 - $148 million
CEO Natalya Leahy called the transaction the largest in the company's history
Vera Therapeutics announced that TRUTAKNA (atacicept-vymj) met all prespecified endpoints in the final efficacy analysis of the ORIGIN 3 trial in adults with IgA nephropathy at risk for disease progression. The company reported a placebo-adjusted 52-week eGFR change of 5.6 mL/min/1.73m2 and a 76% reduction in risk of composite kidney disease progression, and plans to submit a supplemental BLA to the FDA in Q4 2026.
Final analysis set of 428 patients; 52-week eGFR treatment effect of 5.6 mL/min/1.73m2 versus placebo (p<0.0001)
Composite kidney disease progression through 104 weeks: 11 events on TRUTAKNA versus 38 on placebo, hazard ratio 0.24
Company plans to submit supplemental BLA to FDA in Q4 2026 for full approval, and reported over 350 patient start forms in the first ten weeks
Overall adverse event and infection rates were similar to placebo; infections were reported in 32% of TRUTAKNA patients versus 28% of placebo
Forgent Power Solutions reported fiscal fourth-quarter 2026 revenue of $462 million, up 94%, and net income of $66 million, compared with a net loss of $4.8 million a year earlier. The company also initiated fiscal 2027 guidance of $2.4 billion to $2.6 billion in revenue, which it said is significantly higher than its IPO forecast.
Q4 fiscal 2026 revenue of $462 million, up 94% year over year; net income of $66 million versus a $4.8 million loss a year earlier
Backlog of $3.0 billion as of June 30, 2026, an all-time high, up 256% year over year
Fiscal 2027 guidance: revenue $2.4 billion to $2.6 billion; adjusted EBITDA $575 million to $625 million; adjusted EPS $1.26 to $1.40
$35 million investment to expand Powertrain Solutions capacity in Tijuana, Mexico, expected to come online in Q4 fiscal 2027
The Baldwin Insurance Group agreed to be acquired by an entity formed by Sequence Holdings and DFO Management, the Dell family investment office, in an all-cash deal. Shareholders would receive $32.50 per share, and the transaction implies a total enterprise value of about $7.7 billion, including about $3.1 billion of net debt. The deal requires shareholder and regulatory approvals and is expected to close in Q1 2027, after which Baldwin shares would stop trading on Nasdaq.
Shareholders to receive $32.50 per share in cash, a premium of about 88% to the unaffected closing price on June 17, 2026
Equity purchase price of about $4.6 billion and total enterprise value of about $7.7 billion, implying about 20x trailing-twelve-month Adjusted EBITDA of about $396 million
Expected close in Q1 2027, subject to shareholder approval, regulatory approvals and other customary conditions
Shares would be delisted from Nasdaq and deregistered under the Exchange Act after the effective time
Definium Therapeutics announced positive topline results from Panorama, its second Phase 3 study of DT120 ODT in generalized anxiety disorder, meeting its primary endpoint and all key secondary endpoints. The filing also posted a presentation on the company website, and the company plans a pre-NDA meeting with the FDA in 4Q 2026 and an NDA filing in 1H 2027.
Primary endpoint met: placebo-adjusted HAM-A change of 5.1 points at Week 12 for the 100 µg dose (p<0.0001), with 96 participants in the 100 µg group and 97 on placebo
Company reports the drug was generally well tolerated, with no drug-related serious adverse events and no new safety signals identified
Pre-NDA meeting scheduled for 4Q 2026; NDA filing anticipated in 1H 2027
Webcast to review results held at 8:00 a.m. EDT on September 14, 2026
On September 11, 2026, Scholar Rock Holding Corporation announced that the FDA approved ISEMBYLD (apitegromab-mstn) for spinal muscular atrophy in adults and children 2 years of age and older who are receiving an SMN2-targeted treatment. The company said the U.S. commercial launch is underway, with product available to ship in the coming days, and it received a Rare Pediatric Disease Priority Review Voucher with the approval.
Phase 3 SAPPHIRE study: 2.2-point HFMSE motor function improvement vs. placebo at one year (nominal p=0.0121)
34.2% of ISEMBYLD-treated patients showed a 3-point or greater HFMSE increase vs. 13.5% on placebo
Fractures occurred in 9% of ISEMBYLD 10 mg/kg patients vs. 2% on placebo; the label notes an increased fracture risk
Management webcast and conference call on September 14, 2026, at 8:00 a.m. ET; cash and securities were $492 million as of June 30, 2026
Oracle reported fiscal first-quarter 2027 results for the quarter ended August 31, 2026, with revenue up 30% to $19.3 billion and diluted GAAP EPS up 55% to $1.56. The company also gave Q2 and full fiscal 2027 guidance, including total revenue of at least $90 billion, and declared dividends. Free cash flow was negative $5.4 billion as capital expenditures reached $28.5 billion, a figure shareholders will watch alongside the growth in cloud revenue.
Total revenue $19.3 billion, up 30%; cloud revenue $11.6 billion, up 62%; cloud infrastructure $7.4 billion, up 121%
Diluted GAAP EPS $1.56, up 55%; non-GAAP EPS $1.92, up 30%
Operating cash flow $23.1 billion, but free cash flow was negative $5.4 billion
Common dividend $0.50 per share payable October 23, 2026 (record date October 9); preferred dividend $1,625 per share payable October 15, 2026
Frequency Electronics reported first-quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $23.5 million, up from $13.8 million a year earlier. Net income rose to $4.2 million, or $0.41 per diluted share, from $0.07 a year earlier, and the company said a secondary offering added approximately $73 million in cash.
Revenue was approximately $23.5 million, up 70% from $13.8 million in the same quarter of fiscal 2026.
Operating income was $5.2 million, compared with $0.4 million a year earlier.
Net income was $4.2 million, or $0.41 per diluted share, versus $0.07 per diluted share a year earlier.
Funded backlog was approximately $129 million at July 31, 2026, up from $111 million at April 30, 2026.
Adobe reported third quarter fiscal 2026 results for the quarter ended August 28, 2026, with revenue of $6.76 billion, up 13% year over year, and non-GAAP diluted earnings per share of $6.13, up from $5.31 a year earlier. The company also raised its full-year fiscal 2026 revenue and earnings per share targets, which matters to shareholders because it signals higher expected profit for the year.
Q3 FY2026 revenue was $6.76 billion, up 13% year over year (12% in constant currency).
Diluted EPS was $4.62 on a GAAP basis (vs. $4.18) and $6.13 on a non-GAAP basis (vs. $5.31).
FY2026 revenue target is now $26.576 billion to $26.626 billion; non-GAAP EPS target is $24.45 to $24.50.
Q4 FY2026 revenue target is $6.80 billion to $6.85 billion; Q3 share repurchases were about 9.5 million shares.
On September 10, 2026, Commerce.com (Nasdaq: CMRC) announced a strategic operating plan to reduce costs, along with its Board's authorization of up to $50 million in share repurchases through September 10, 2028. The company raised its full-year 2026 non-GAAP operating income guidance by $3 million and reaffirmed its revenue guidance, but it expects restructuring charges of $8.5 million to $26.3 million across the third and fourth quarters of 2026.
The plan is expected to generate annualized cost savings of $60 million to $80 million, or $0.73 to $0.97 per diluted share, with about $3 million realized in 2026.
Restructuring and one-time expenses are estimated at $4.2 million to $8.8 million in the quarter ending September 30, 2026, and $4.3 million to $17.5 million in the fourth quarter of 2026.
Full-year 2026 non-GAAP operating income guidance was raised to $31.0 million to $37.0 million from $28.0 million to $34.0 million; revenue guidance was reaffirmed at $336.5 million to $344.5 million.
The Board authorized repurchases of up to $50 million of common stock, to be funded from available cash, with no obligation to buy any specific amount.
Hanover Bancorp furnished an investor presentation under Regulation FD for presentation to investors on September 10, 2026. The slides show Q2 2026 net income of $4.1 million and diluted EPS of $0.55, up from $1.9 million and $0.25 in the first quarter of 2026. A footnote says a pending acquisition of Minden is subject to regulatory approvals and Minden shareholder approval, and the filing gives no further detail on it.
Q2 2026 net income was $4.1 million, versus $1.9 million in Q1 2026 and $2.4 million in Q2 2025.
Q2 2026 diluted EPS was $0.55, versus $0.25 in Q1 2026 and $0.33 a year earlier; adjusted diluted EPS was $0.58.
The Minden acquisition requires regulatory approvals and Minden shareholder approval; the private placement is not conditional on its closing.
Non-accrual loans were $28.3 million at June 30, 2026, or 1.42% of total loans.
Macy's reported second-quarter 2026 results for the 13 weeks ended August 1, 2026, with net sales up 1.1% to $4.9 billion and GAAP diluted EPS of $0.62, up from $0.31 a year earlier. The company raised its full-year 2026 guidance, including adjusted diluted EPS of $2.15 to $2.35, up from $2.00 to $2.20, and the quarter included a $0.23 per share net tariff refund benefit.
Net sales rose 1.1% to $4.9 billion; comparable sales rose 2.7%, and Bloomingdale's comparable sales rose 11.3%.
GAAP diluted EPS was $0.62 versus $0.31; adjusted diluted EPS was $0.63 versus $0.35, including a $0.23 net tariff refund benefit.
Full-year 2026 guidance now calls for net sales of $21.675 billion to $21.825 billion and comparable sales growth of 1.0% to 1.5%.
The board declared a quarterly dividend of 19.15 cents per share, payable October 1, 2026, to holders of record on September 15, 2026.
Designer Brands reported second-quarter 2026 results for the quarter ended August 1, 2026, with net sales down 1.2% to $730.6 million but net income attributable to the company rising to $17.6 million, or $0.31 per diluted share, from $10.5 million, or $0.21, a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance to $0.47-$0.52 from $0.28-$0.38, citing strong operating performance and a positive start to the third quarter.
Net sales fell 1.2% to $730.6 million; total comparable sales decreased 2.4%.
GAAP diluted EPS was $0.31 versus $0.21 last year; adjusted diluted EPS was $0.34 versus $0.33.
Full-year 2026 adjusted diluted EPS guidance raised to $0.47-$0.52 from $0.28-$0.38; net sales guidance raised to flat to up 1% from down 1% to up 1%.
Board approved a quarterly cash dividend of $0.05 per share, payable October 7, 2026 to holders of record on September 24, 2026.
CooperCompanies said its strategic review is complete and the Board unanimously decided to retain CooperSurgical, while also expanding its share repurchase authorization from $2 billion to $3 billion. The same day it reported fiscal third-quarter results with revenue up 1% and non-GAAP diluted EPS up 4%, though GAAP EPS was lifted by a $307.2 million tax benefit.
Q3 revenue $1.066 billion, up 1%; non-GAAP diluted EPS $1.15, up 4% from $1.10
GAAP diluted EPS $2.24 versus $0.49, driven by a $307.2 million discrete tax benefit from a U.K. tax examination
Buyback authorization raised from $2 billion to $3 billion; about $1.5 billion remains available after $339.1 million repurchased in the quarter
Fiscal Q4 2026 non-GAAP diluted EPS guidance of $1.05 to $1.09; fiscal 2026 guidance of $4.51 to $4.55
In an investor presentation furnished under Regulation FD, Americold said its key operating metrics rose both year over year and sequentially in July and August 2026. The company closed its joint venture with EQT on August 31, 2026, which generated $1.15 billion of net proceeds used to pay down debt, and it reiterated full-year AFFO guidance of $1.26 to $1.32. For shareholders, the deal is a significant step in reducing leverage, and the company projects about $46 million in annual interest savings.
Occupancy, blended pricing and throughput all increased year over year in July and August, based on preliminary results that are subject to change.
The EQT joint venture closed August 31, 2026, with a total value of about $1.3 billion and a 70% EQT / 30% Americold ownership split.
Full-year AFFO guidance of $1.26 to $1.32 was reiterated, and net debt was about $4 billion 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.