3,560 material Form 8-K filings that 2,489 companies we cover made with the SEC in October 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). 2,508 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Forward Industries said it added 948,601 SOL in its fiscal fourth quarter ended September 30, 2026, raising holdings 13% to 8,501,298 SOL, with purchases at an average cost of $83 per SOL. SOL per fully diluted share rose to 0.0806 from 0.0730 over the quarter, while net asset value increased to $870.4 million and institutional debt rose to $167.5 million, and the company said part of the purchases was funded by selling FWDI shares. All figures are preliminary and unaudited and remain subject to the company's annual audit.
SOL and SOL equivalents rose by 948,601 (13%) to 8,501,298 as of September 30, 2026, from 7,552,698 on June 30, 2026.
SOL per fully diluted share increased to 0.0806 from 0.0730, quarterly growth of 10.4% or about 42% annualized.
Net asset value was $870,382,702 as of September 30, 2026, up from $481,328,023; institutional debt rose to $167.5 million from $105 million.
Figures are preliminary and unaudited and remain subject to completion of the annual audit.
Axogen, Inc. (Nasdaq: AXGN) said on October 1, 2026 that it completed its previously announced acquisition of privately held BioCircuit Technologies, Inc., maker of the NerveTape sutureless nerve repair device. The company expects BioCircuit to add about $6 million to fourth-quarter 2026 revenue and about $34 million to 2027 revenue, a contribution not included in its full-year 2026 guidance of at least 24% revenue growth. The filing does not disclose the purchase price.
Acquisition of BioCircuit Technologies, Inc. completed; announced October 1, 2026
Expected BioCircuit revenue contribution: about $6 million in Q4 2026 and about $34 million in 2027
Contribution is not included in the existing full-year 2026 guidance of at least 24% revenue growth
Company continues to expect gross margin of at least 73% and positive free cash flow for full-year 2026
onsemi, Synaptics and Merger Sub signed an Amended and Restated Merger Agreement on October 1, 2026, after Synaptics received an unsolicited proposal from a third party. The revised deal is all-cash at $123 per share, with an aggregate value of about $5.7 billion versus about $7 billion under the prior agreement. onsemi says the transaction is now expected to be immediately accretive to non-GAAP earnings per share upon closing.
Merger consideration revised to $123 per share in cash; aggregate value about $5.7 billion, down from about $7 billion under the June 25, 2026 agreement.
Morgan Stanley Senior Funding, Inc. committed up to $2.45 billion of senior secured term loan under a commitment letter dated October 1, 2026.
onsemi expects the deal to be immediately accretive to non-GAAP EPS; the transaction is expected to close by mid-2027, subject to Synaptics shareholder approval and regulatory approvals.
The Federal Trade Commission has approved the transaction; regulators in other jurisdictions are still reviewing it.
NexMetals reported an updated Mineral Resource Estimate for Selebi Main, one deposit at its past-producing Botswana copper-nickel-cobalt mine, with 32.47 million tonnes in the Inferred category, up 72% from the Selebi Main portion of its 2024 estimate. The Selebi North estimate is still in progress and is not included, and the filing says the resource is not a mineral reserve and may never be mined economically.
Selebi Main tonnage rose to 32.47 million tonnes, grading 1.53% copper and 0.97% nickel, versus 18.89 million tonnes in the 2024 estimate.
Contained copper increased 55% to 495,400 tonnes and contained nickel increased 91% to 316,800 tonnes; cobalt is now included.
The company reported approximately $10.5 million in cash at September 30, 2026.
A NI 43-101 Technical Report is to be filed within 45 days of the October 1, 2026 release.
SINTX Technologies said preliminary, unaudited third-quarter 2026 revenue was $2.2 million, above the high end of its previous $0.9 million to $1.1 million guidance, with about $2.1 million from product sales. The company also plans to send a call notice to holders of its Class B Warrants, which could bring up to $4.0 million in cash if fully exercised, though exercise is not assured and the figures may change after the quarter-end close.
Preliminary Q3 2026 revenue of $2.2 million, versus prior guidance of $0.9 million to $1.1 million
Revenue was about $2.1 million from product sales; the company said the quarter's sales were mainly industrial parts sold to aerospace subsidiaries of Fortune 500 companies
Class B Warrant call notice covers about 1.88 million shares, with up to $4.0 million in potential proceeds if fully exercised
Company reiterated its fourth-quarter 2026 revenue guidance range from its last earnings call; final results may differ from the preliminary figures
Japan's Ministry of Health, Labour and Welfare approved Optune Pax for adults with unresectable locally advanced pancreatic cancer, used with gemcitabine and nab-paclitaxel. The approval is based on the Phase 3 PANOVA-3 trial, which met its primary endpoint of statistically significant improvement in median overall survival, and it extends the device's regulatory approvals to another market.
Approval was first announced in a September 15, 2026 press release; the October 1, 2026 exhibit repeats it.
PANOVA-3 showed a statistically significant improvement in median overall survival for patients treated with TTFields.
Optune Pax was previously approved by the U.S. FDA in February 2026 and received a CE Mark in June 2026.
Device-related skin adverse events occurred in 76.3% of Optune Pax-treated participants; 21 (7.7%) had a Grade 3 or higher event.
Capstone Holding Corp. released preliminary, unaudited operating results for July and August 2026, showing organic revenue up 7.6% and organic gross profit up 6.5% year over year. Year to date through August 31, organic revenue rose 4.6% to $48.1 million and organic gross profit rose 6.5% to $12.5 million, so gross profit grew faster than revenue. The figures exclude September, and the company says full third-quarter results may differ.
July and August 2026 organic revenue rose 7.6% to $14.0 million; organic gross profit rose 6.5% to $3.5 million.
Year-to-date organic revenue rose 4.6% to $48.1 million; organic gross profit rose 6.5% to $12.5 million.
The figures are preliminary and unaudited, exclude September, and the company will report full third-quarter results in its Form 10-Q.
The company plans to expand its Pacific Northwest distribution operation and add siding at Carolina Stone, but gave no financial targets.
Evommune presented late-breaking Phase 2a proof-of-concept data for its experimental drug EVO301 in moderate-to-severe atopic dermatitis at a European dermatology congress. The company said the drug met the trial's primary endpoint and plans to start a Phase 2b dose-ranging trial in mid-2027, a step that will take more time and money before any approval is possible.
Week 12 EASI reduction was 55% for EVO301 versus 22% on placebo (p<0.01), in a 70-patient trial
Treatment-related adverse events occurred in 10.4% of EVO301 patients versus 13.6% on placebo
Company plans to initiate a subcutaneous Phase 2b dose-ranging trial in mid-2027
Nektar Therapeutics presented long-term Phase 2b data for rezpegaldesleukin at the EADV 2026 congress, including off-treatment durability in alopecia areata. The filing also says a third Phase 3 atopic dermatitis study has started and a Phase 3 alopecia areata study is planned for early 2027. The filing reports clinical data only, with no revenue, earnings, or guidance figures.
In alopecia areata, 75% (6 of 8) of patients maintained a SALT Score of 20 or less at 4 months off treatment, and 63% (5 of 8) at 6 months.
SALT Score of 10 or less responses rose from 7% at the end of week 52 to 19% after 6 months off treatment.
The Phase 3 ZENITH AA study in alopecia areata is planned to start in early 2027 with 850 patients.
Management hosted a conference call and webcast at 8:00 a.m. ET on October 1, 2026.
Monte Rosa Therapeutics said its Phase 1 GFORCE-1 study of MRT-8102 in 108 obese subjects with elevated cardiovascular risk showed reductions in several inflammation and plaque-related markers, with no serious adverse events reported. The filing does not include revenue, earnings or guidance, and the results come from an early-stage study. The company plans to start several Phase 2 studies, with timing running from late 2026 to the first half of 2027.
GFORCE-1 enrolled 108 subjects, randomized to MRT-8102 at 5 mg, 20 mg or 40 mg once daily, or placebo, with 4 weeks of dosing and 4 weeks of follow-up.
NEK7 degradation had a median reduction of approximately 80% to 90% across all three dose levels.
Treatment-emergent adverse events occurred in 33% of MRT-8102 participants and 30% of placebo participants; no serious adverse events were reported.
Median lipoprotein(a) fell 24%; GFORCE-2 is expected to start in H1 2027 and GEMINI-1 in Q4 2026 or Q1 2027.
Acuity Inc. reported fourth-quarter and full-year fiscal 2026 results for the period ended August 31, 2026. Quarterly net sales rose 2.9% to $1.2 billion, and full-year net sales rose 6.8% to $4.6 billion. GAAP diluted EPS rose to $5.63 in the quarter, which includes $44.9 million in tariff refunds, while adjusted diluted EPS rose 11% to $5.77. The results are preliminary until the independent auditor completes its review in the company's Form 10-K.
Fiscal Q4 2026 net sales were $1.2 billion, up 2.9% from the prior year; GAAP diluted EPS was $5.63, up 56.0%, and adjusted diluted EPS was $5.77, up 11.0%.
Q4 results include $44.9 million in tariff refunds, excluded from adjusted measures, and $17.8 million in special charges.
Full-year fiscal 2026 net sales were $4.6 billion, up 6.8%; GAAP diluted EPS was $17.05, up 36.1%, and adjusted diluted EPS was $19.90, up 10.5%.
Operating cash flow for fiscal 2026 was $825.6 million; the company repurchased $287.2 million of common stock during the year.
Fervo Energy said its first GeoBlock at Cape Station in Beaver County, Utah, reached contractual commercial operation on September 30, 2026, one day before its contractual COD, and is generating revenue under its power purchase agreement. The company said the first GeoBlock achieved 33 MW of net power production, meeting the expected production threshold under the PPA. The filing gives no revenue or earnings figures, and the remaining Phase I GeoBlocks are still being commissioned.
First GeoBlock declared commercial operation on September 30, 2026, after grid synchronization on September 24
Achieved 33 MW of net power production, meeting the PPA's expected production threshold
Remaining two Phase I GeoBlocks expected to reach contractual COD by January 1, 2027
Phase II, an additional 400 MW, is under construction with an expected COD in 2028
Accenture reported fourth-quarter fiscal 2026 revenue of $18.68 billion, up 6% in U.S. dollars and above its guided range of $17.75 billion to $18.40 billion. Full-year GAAP diluted EPS was $13.56, up 12%, and adjusted EPS was $13.97, up 8%. The company also guided fiscal 2027 GAAP diluted EPS to $14.39 to $14.81, which would be a 6% to 9% increase.
Q4 fiscal 2026 revenue was $18.68 billion, up 6% in U.S. dollars and 7% in local currency, above the guided range of $17.75 billion to $18.40 billion.
Full-year fiscal 2026 GAAP diluted EPS was $13.56, up 12% from $12.15; adjusted EPS was $13.97, up 8%.
Fiscal 2027 outlook: revenue growth of 3% to 6% in local currency and GAAP diluted EPS of $14.39 to $14.81.
Accenture returned $11.5 billion to shareholders in fiscal 2026, and declared a quarterly dividend of $1.71 per share payable November 13, 2026.
Brookfield announced the final close of Oaktree's Asset-Backed Finance Fund (ABF I) with $2 billion of commitments across the fund and related vehicles, meeting its fundraising target. Investors include U.S. public pension plans and sovereign wealth funds, and the filing attributes the result to institutional demand for asset-backed finance.
ABF I final close: $2 billion of commitments across the fund and related investment vehicles, on October 1, 2026
Investor base includes U.S. public pension plans and sovereign wealth funds
Oaktree has invested more than $19 billion across its broader asset-backed finance platform; Brookfield's asset-based finance platform totals more than $60 billion
Magnolia Oil & Gas provided an interim update after closing its acquisition of WildFire Energy, reporting approximately $1.9 billion of net debt at the end of the third quarter, lower than expected. The company also issued fourth-quarter 2026 production, capital spending and cost guidance for the first full quarter including WildFire, and said it expects one-time transaction and integration costs of approximately $65 to $75 million in the third quarter.
Net debt of approximately $1.9 billion at end of Q3 2026; leverage below 1.0x net debt to 2027E EBITDA at current strip prices
Q4 2026 guidance: production of 159 to 161 Mboe/d (49% to 50% oil) and D&C capital spending of approximately $235 million
One-time transaction and integration costs of approximately $65 to $75 million expected in Q3 2026
Purchased approximately 2.3 million shares in Q3 2026; about 267 million shares outstanding at quarter-end
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.