2,430 material Form 8-K filings that 2,054 companies we cover made with the SEC in November 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). 1,081 of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Corbus reported a third-quarter 2026 net loss of $37.8 million, up from $23.3 million a year earlier, driven by a $15.0 million development milestone under its CSPC license. Net loss per share narrowed to $1.81 from $1.90, but the filing shows a higher share count of 20,837,787 weighted shares. The company had $115.3 million in cash and investments and says it expects this to fund operations into 2028.
Net loss of $37.8 million, or $1.81 per share, for the quarter ended September 30, 2026, versus $23.3 million, or $1.90 per share, a year earlier
Operating expenses rose $14.4 million to $38.8 million, including a $15.0 million development milestone under the CSPC licensing agreement
Cash, cash equivalents and investments totaled $115.3 million at September 30, 2026, which the company expects to fund operations into 2028
TEMPO-1 Phase 3 study of sutantatug envedotin began dosing in September 2026; CANYON-1 Phase 1b topline data for CRB-913 will be presented at ObesityWeek on November 15, 2026
TriSalus Life Sciences reported third-quarter 2026 revenue of $12.9 million, up 11.3% from a year earlier, and narrowed its operating loss to $7.7 million from $9.0 million. The company revised its full-year 2026 revenue guidance to $46 million to $48 million, which it said represents growth of about 2% to 6% over 2025, and said team productivity has ramped slightly slower than anticipated.
Q3 2026 revenue $12.9 million, up 11.3% year over year; gross margin 86.2% vs. 83.5%
Net loss attributable to common stockholders $8.9 million, or $0.15 per share, vs. $41.3 million, or $0.96 per share, in Q3 2025; prior-year figure included about $30.5 million tied to a preferred stock conversion
Full-year 2026 revenue guidance revised to $46 million to $48 million
Cash and cash equivalents $41.1 million at September 30, 2026
Coursera committed on November 9, 2026 to a workforce reduction plan tied to its May 2026 combination with Udemy, aiming to align costs and operations after the merger. The company expects to terminate about 10% of its global workforce and to incur $14 million to $17 million in charges, mostly severance and healthcare benefits, largely paid in cash during the fourth quarter of 2026 and the first half of 2027.
Plan to terminate approximately 10% of Coursera's global workforce
Estimated expenses of $14 million to $17 million, mainly termination benefits including severance and healthcare
Charges expected mostly in cash during Q4 2026 and first half of 2027; local law and consultation may extend timing
Company says it will disclose costs of broader merger synergy initiatives in future periodic reports
PDS Biotechnology said NantWorks exercised outstanding common stock warrants at $0.22 per share, for 17,699,115 shares or pre-funded warrants in lieu of shares, bringing about $3.9 million in gross proceeds to the company. The warrants came from a September 2026 private placement that raised about $11.3 million gross, and the company plans to use the proceeds to support its lead program and general corporate purposes.
NantWorks exercised warrants for 17,699,115 shares at $0.22 per share, about $3.9 million in gross proceeds.
Warrants were issued in the private placement that initially closed on September 14, 2026, which raised about $11.3 million gross.
Exercise above the 19.9% beneficial ownership limit was taken as pre-funded warrants at $0.00033 per share, which do not expire.
Proceeds, with September 2026 placement net proceeds, will support PDS0301 toward a Phase 3 trial in metastatic colorectal cancer, the PDS0101 partnership strategy and general corporate purposes.
Turn Therapeutics furnished an updated November 2026 investor presentation under Regulation FD as Exhibit 99.1. The presentation restates a Q1 2027 topline readout for its GX-03 Phase 2 trial in moderate to severe atopic dermatitis and reports $10.4 million in cash as of September 30, 2026, with runway into Q3 2027 and additional capital available under existing facilities.
Cash balance of $10.4 million as of September 30, 2026; cash runway into Q3 2027
Phase 2 topline results for GX-03 in atopic dermatitis expected in Q1 2027
About 30.5 million common shares outstanding as of September 30, 2026
About $33 million raised since inception (2015) and about $24 million cash burned since inception
Jerash Holdings (US), Inc. reported fiscal 2027 second-quarter results for the quarter ended September 30, 2026, with revenue up 19.8% and net income of $2.2 million, or $0.16 per diluted share, versus $479,000 a year earlier. The company also guided to fiscal third-quarter revenue of approximately $49 million to $51 million and a gross margin of approximately 16% to 17%.
Q2 revenue rose 19.8% to $50.3 million from $42.0 million; gross margin rose 320 basis points to 18.2%
Operating income was $3.1 million, up from $1.1 million; net income was $2.2 million, or $0.16 per diluted share
Q3 outlook: revenue of approximately $49 million to $51 million and gross margin of approximately 16% to 17%
Board approved a regular quarterly dividend of $0.05 per share on November 5, 2026, payable November 23, 2026 to holders of record as of November 16, 2026
Aviat Networks reported fiscal 2027 first-quarter revenue of $102.0 million, down 5.0% from $107.3 million a year earlier, and a GAAP net loss of $2.8 million, or $0.22 per diluted share, versus net income of $0.2 million a year earlier. The company also updated its full-year fiscal 2027 guidance to revenue of $450 million to $475 million and Adjusted EBITDA of $50.0 million to $55.0 million, but the filing does not give prior guidance figures for comparison.
Q1 revenue $102.0 million vs. $107.3 million a year earlier; GAAP gross margin fell to 29.6% from 33.2%
GAAP net loss of $2.8 million ($0.22 per diluted share) vs. net income of $0.2 million; non-GAAP net income of $1.5 million ($0.12 per share) vs. $5.5 million ($0.43)
Bookings of over $150 million, up 75% year over year; Adjusted EBITDA of $6.0 million vs. $9.1 million
Cash of $55.4 million at October 2, 2026, down from $72.8 million at July 3, 2026; total debt of $85.9 million
Alliance Laundry reported third-quarter 2026 net revenues of $461 million, up 5% from a year earlier, and net income of $65 million compared with $33 million. It raised its full-year 2026 Adjusted EBITDA growth guidance to about 10%, the high end of its prior 8% to 10% range, while keeping revenue growth guidance at 6% to 7%. The company also repurchased $75 million of its common stock during the quarter.
Net revenues were $461 million, up 5% from $438 million; North America revenue rose 8% to $356 million.
Net income was $65 million versus $33 million; diluted EPS was $0.32 versus $0.19.
Adjusted EBITDA rose 14% to $127 million, with a 27.5% margin; a discrete tariff refund benefit helped results.
The company repurchased $75 million of stock and repaid $45 million of debt, reducing net leverage to 2.25x.
HIVE reported revenue of $84.9 million for the quarter ended September 30, 2026, up 7.3% from the prior quarter but down 2.7% from a year earlier. The GAAP net loss widened to $78.7 million from $15.8 million a year earlier, including a $31.2 million non-cash impairment of mining equipment. Shareholders face a mix of sequential improvement, a year-over-year revenue decline and a larger loss.
Revenue $84.9 million, up 7.3% sequentially and down 2.7% year over year; HPC revenue $8.8 million, up 70.7% year over year
GAAP net loss $78.7 million, or $0.29 per share, versus a net loss of $15.8 million in the year-earlier quarter
Non-cash charges included $54.9 million of depreciation and a $31.2 million impairment of mining equipment
Cash and cash equivalents $139.0 million as of September 30, 2026; HIVE targets about $200 million of GPU Cloud ARR by Q4 calendar 2026
Kalaris Therapeutics reported a third-quarter net loss of $11.0 million, down from $11.9 million a year earlier, and $82.9 million in cash and marketable securities as of September 30, 2026. The company said a pilot manufacturer batch failed a release specification, pushing preliminary Phase 1b/2 data for TH103 in neovascular AMD to 2H 2027 and extending its cash runway into 2028.
Net loss was $11.0 million for the quarter ended September 30, 2026, versus $11.9 million a year earlier; net loss per share was $0.46 versus $0.64.
Research and development expenses were $8.3 million, down from $9.1 million; general and administrative expenses were $3.5 million, down from $3.6 million.
Cash, cash equivalents and marketable securities were $82.9 million, down from $118.0 million at December 31, 2025, and are expected to fund operations into 2028.
A new TH103 batch is now expected in Q2 2027, and technology transfer to KBI Biopharma was completed with test batches meeting target specifications.
Mirum Pharmaceuticals announced that brelovitug met the primary endpoint at Week 24 in the Phase 3 AZURE-4 study for chronic hepatitis delta virus. AZURE-4 is the second of two Phase 3 studies forming the basis of the company's planned U.S. registration package, and the company plans to submit a Biologics License Application to the FDA in the first half of 2027.
At Week 24, 59% of patients on 300 mg weekly and 44% on 900 mg every four weeks met the combined virologic response and ALT normalization endpoint, versus 0% in the delayed-treatment arm (p≤0.0001).
The study enrolled 113 treatment-naïve patients, 53% of whom had cirrhosis.
Flu-like illness was the most common adverse event, reported in 17.2% (300 mg weekly) and 18.5% (900 mg every four weeks) of participants.
A potential U.S. commercial launch is expected in the fourth quarter of 2027, if approved.
MasterCraft reported results for the first three months of its transition period ended October 4, 2026, following its May 15, 2026 merger with Marine Products and a change in fiscal year-end to December 31. Net sales, income from continuing operations, and Adjusted EBITDA all rose from the prior-year period, though gross margin fell 120 basis points, largely due to the Marine Products business. The company also gave outlook for the six-month transition period ending December 31, 2026.
Net sales were $154.1 million, up $85.1 million or 123.4%; excluding the Marine Products contribution, sales rose 37.4%, or $25.8 million.
Income from continuing operations was $12.1 million, or $0.50 per diluted share, versus $3.7 million, or $0.22, a year earlier.
Adjusted EBITDA was $20.1 million, a 13.0% margin, compared with $7.0 million and 10.1% in the prior-year period.
For the transition period, the company expects net sales of $293 million to $297 million, Adjusted EBITDA of $32 million to $34 million, and Adjusted EPS of $0.75 to $0.80.
Eagle Point Credit Company disclosed in a Form 8-K that management's unaudited estimate of net asset value per common share as of October 31, 2026 falls between $3.73 and $3.83. The filing gives a range rather than a single figure and does not compare it with prior periods.
Estimated NAV per common share as of October 31, 2026: $3.73 to $3.83 (unaudited)
Filed under Item 8.01 (Other Events) on November 10, 2026
Signed by Kenneth P. Onorio, Chief Financial Officer and Chief Operating Officer
Xilio Therapeutics reported third quarter 2026 results for the period ended September 30, 2026. Collaboration and license revenue fell to $10.0 million from $19.1 million a year earlier, while the net loss narrowed to $5.9 million from $16.3 million, mainly because of a non-cash warrant fair value gain, and operating loss widened. The company says its cash will fund operations into the first quarter of 2028, excluding up to $36.2 million in possible Series C warrant proceeds.
Collaboration and license revenue was $10.0 million, down from $19.1 million in Q3 2025, driven by lower revenue under the AbbVie and Gilead agreements.
Net loss was $5.9 million, or $(0.30) per share, versus $16.3 million, or $(1.58) per share, a year earlier; the change in fair value of warrant liabilities was a $4.8 million gain versus a $15.4 million loss.
Loss from operations was $11.7 million versus $1.9 million a year earlier, as R&D expenses rose to $14.8 million and G&A expenses to $6.9 million.
Cash and cash equivalents were $122.2 million at September 30, 2026, with runway stated into the first quarter of 2028.
On November 5, 2026, Codexis and its subsidiary entered a Loan and Security Agreement with Trinity Capital Inc. as agent, providing up to $60.0 million in term loans, of which $42.5 million was funded at closing. The company used that loan and cash on hand to repay its Innovatus loan in full, and issued lender warrants for up to 1,666,668 shares of common stock, which would increase the share count if exercised.
Tranche A term loan of $42.5 million funded November 5, 2026; up to $60.0 million available in total across three tranches
Interest at the greater of 10.50% or a variable rate tied to prime plus 3.75%; interest-only until November 1, 2030; maturity November 1, 2031
Repaid the Innovatus Loan Agreement in full for an aggregate of approximately $43.6 million
Lender warrants for up to 1,666,668 shares at $1.08 per share, expiring November 5, 2036; loans secured by substantially all assets
Exagen reported third-quarter 2026 revenue of $18.4 million, up 7% from $17.2 million a year earlier, and a net loss of $6.3 million, compared with $7.1 million in the prior-year quarter. The company reiterated its full-year 2026 revenue guidance of $72 million to $75 million, which means results did not change its outlook.
Q3 2026 revenue $18.4 million vs. $17.2 million in Q3 2025; nine-month revenue $55.7 million, up 11%
Q3 2026 net loss $6.3 million vs. $7.1 million; nine-month net loss $13.5 million vs. $15.3 million
Full-year 2026 revenue guidance of $72 million to $75 million reiterated; cash and equivalents $28.1 million at September 30, 2026
LCI Industries said its board unanimously determined that a revised, unsolicited, non-binding proposal from Monomoy Capital Partners at $104.50 per share in cash is not a superior proposal and is not reasonably likely to lead to one. The board continues to recommend the pending merger with Patrick Industries, and shareholders will vote on it at a Special Meeting on November 18, 2026, which matters because a vote against the Patrick merger is not a vote for the Monomoy proposal.
Monomoy's revised proposal is $104.50 per share in cash, described by the board as a modest increase over its initial offer
Special Meeting of Shareholders scheduled for November 18, 2026
ISS and Glass Lewis both recommended that LCI shareholders vote FOR the Patrick merger
The companies remain on track to complete the transaction in the first half of 2027, subject to shareholder and regulatory approvals
Ambiq Micro reported third-quarter 2026 net sales of $38.1 million, up 110% from a year earlier, and a GAAP net loss of $7.1 million, narrowed from $9.0 million in the third quarter of 2025. The company expects fourth-quarter 2026 net sales of $43.5 million to $44.5 million, above the third-quarter level, and cited accelerating edge AI demand. Shareholders are seeing faster sales growth and a smaller loss, though the company used $25.4 million in operating cash over the first nine months of 2026.
Q3 2026 net sales were $38.1 million, up from $18.2 million in Q3 2025; GAAP gross margin was 46.7%.
GAAP net loss was $7.1 million in Q3 2026, compared with $9.0 million a year earlier.
Q4 2026 guidance: net sales of $43.5 million to $44.5 million and non-GAAP net loss per share of ($0.09) to ($0.03).
Cash and cash equivalents were $363.5 million at September 30, 2026, up from $140.3 million at December 31, 2025.
At its Capital Markets Day on November 9, 2026, Entegris presented long-term targets of about 15% revenue CAGR, about 55% adjusted gross margin, about 35% adjusted operating margin and about 30% adjusted EPS CAGR. The Board authorized a share repurchase program of up to $500 million with no expiration date, and the company expects to raise its quarterly cash dividend by 10% beginning in the first quarter of 2027, subject to Board approval. The targets are long-term and not current results, but the buyback and dividend plan are concrete capital return steps for shareholders.
Board authorized repurchases of up to $500 million of common stock on November 8, 2026, with no expiration date.
Quarterly cash dividend expected to rise 10% beginning in the first quarter of 2027, subject to Board declaration.
Long-term targets: revenue CAGR of about 15%, adjusted gross margin of about 55%, adjusted operating margin of about 35%, adjusted EPS CAGR of about 30%.
Management says it expects to return about 50% of excess cash to shareholders.
Arbutus reported third-quarter 2026 net income of $59.1 million, driven mainly by a $67.3 million dividend from Genevant, compared with a net loss of $7.7 million a year earlier. Revenue fell to $0.3 million from $0.5 million, and the operating loss widened to $10.5 million from $8.7 million. The company ended the quarter with $337.5 million in cash and investments after returning $230 million to shareholders through a tender offer in early October.
Net income was $59.1 million, or $0.30 per basic and diluted share, for the quarter ended September 30, 2026, versus a net loss of $0.04 per share a year earlier.
Total revenue was $0.3 million, down from $0.5 million, and the operating loss was $10.5 million, compared with $8.7 million.
A $230 million Dutch Auction tender offer completed in early October 2026 bought 46 million shares at $5.00 per share, about 23% of shares outstanding as of September 29, 2026.
The FDA lifted the clinical hold on the AB-101 IND application in October 2026.
Kustom Entertainment reported third-quarter 2026 revenue from continuing operations up 57% to $2.7 million, but a loss from continuing operations of $2,670,888 widened from $994,761 a year earlier. Net income of $2,346,315 was driven by a $5,017,203 gain from discontinued operations tied to the sale of its legacy video solutions business to Cycurion, Inc. For shareholders, the results show revenue growth alongside a larger operating loss, and the pending $TFL acquisition's closing depends on financing and an extended outside date of December 18, 2026.
Service revenue grew 65% to $2.1 million, driven mainly by transaction volume on the TicketSmarter marketplace.
Loss from continuing operations was $2,670,888, or $(5.13) per share, versus $(994,761), or $(86.38) per share, a year earlier; about $625,000 of the increase was non-cash expense.
Net income attributable to common stockholders was $2,346,315, or $4.51 per basic and diluted share, after $5,017,203 of income from discontinued operations.
Stockholders approved the TFL, LLC acquisition on October 5, 2026; the purchase agreement's outside date was extended to December 18, 2026.
Energy Focus reported third quarter 2026 net sales of $4.8 million, up from $0.8 million a year earlier, and net income of $0.5 million, or $0.08 per share, compared with a net loss of $0.2 million in the third quarter of 2025. The company attributed the growth mainly to a Taiwan Uninterruptible Power Supply project with a new customer, and its forward-looking statements still cite substantial doubt about its ability to continue as a going concern.
Q3 2026 net sales were $4.8 million, up 481.2% year over year and up 28.1% from $3.7 million in Q2 2026.
Q3 2026 net income was $0.5 million, or $0.08 per diluted share, versus a Q2 2026 net loss of $0.9 million, or $(0.14) per share.
Nine-month 2026 net loss was $0.5 million, or $(0.08) per share, compared with $0.7 million, or $(0.12) per share, in the same period of 2025.
Cash was $3.3 million at September 30, 2026, including $0.9 million of short-term borrowings proceeds, versus $1.1 million at December 31, 2025.
Cellectar Biosciences reported a third-quarter 2026 net loss of $8.0 million, or $0.46 per share, up from $4.4 million, or $1.41 per share, a year earlier. Research and development expenses rose to $5.4 million from $2.5 million, tied to the start of its Phase 3 confirmatory trial and its CLR 125 Phase 1b trial. The company said its September 30, 2026 cash balance is adequate to fund budgeted operations into the second quarter of 2027.
Q3 2026 net loss was $8.0 million, or $0.46 per share, versus $4.4 million, or $1.41 per share, in Q3 2025.
R&D expenses were about $5.4 million versus about $2.5 million a year earlier; G&A expenses were about $2.7 million versus $2.3 million.
Cash and cash equivalents were $24.6 million at September 30, 2026, including net proceeds of about $31.7 million from a May 2026 offering.
The company plans to dose the first patient in its Phase 3 confirmatory trial in Q1 2027 and submit an NDA seeking accelerated approval in 1H 2027.
Autolus reported third-quarter 2026 AUCATZYL net product revenue of $41.2 million, up from $21.1 million a year earlier, and now expects full-year 2026 AUCATZYL net product revenue at or above the upper end of $150 million, up from prior guidance. The company also reported a narrower net loss and said its cash is expected to fund operations into Q2 2028.
Q3 2026 net product revenue was $41.2 million versus $21.1 million in Q3 2025.
Gross margin was 57%, up from 55% in Q2 2026 and negative in Q3 2025.
Net loss was $55.1 million, compared with $79.1 million in the year-earlier quarter; loss per share was $(0.21) versus $(0.30).
Cash, cash equivalents and marketable securities were $248.4 million at September 30, 2026, up from $201.6 million at June 30, 2026, mainly from Perceptive senior secured note inflows.
CMC said CFO Paul Lawrence will retire effective January 15, 2027, and will stay on as Special Advisor to the CEO through June 30, 2027. Kenji Hashimoto, a former Amazon and American Airlines executive, joins as Senior Vice President and Deputy CFO on November 16, 2026, and is slated to become CFO on January 15, 2027, a planned succession rather than an unexpected departure.
Paul Lawrence notified the company on November 6, 2026, of his retirement as SVP and CFO, effective January 15, 2027; the filing says it is not the result of any disagreement with the company.
Kenji Hashimoto, 57, previously served as Managing Director at Global Infrastructure Partners from March 2024 to July 2025 and spent about 22 years at American Airlines.
Hashimoto's employment agreement provides a minimum annual base salary of $675,000, an annual cash bonus of up to 90% of base salary, and a target equity grant of up to 240% of base salary.
The employment agreement expires November 9, 2027, unless terminated or extended under its terms.
CalciMedica reported third-quarter 2026 results, with a net loss of $1.7 million, or $0.24 per share, versus a net loss of $7.8 million, or $2.59 per share, a year earlier. The improvement was driven mainly by a noncash $3.1 million gain in other income, while operating expenses fell, and the filing reports cash of $13.8 million as of September 30, 2026, which the company expects to fund its operating plan into the second half of 2027.
Q3 2026 net loss was $1.7 million ($0.24 per share), compared with $7.8 million ($2.59 per share) in Q3 2025.
Q3 2026 total other income was $3.1 million, mainly from a noncash change in fair value of financial instruments.
Q3 2026 research and development expenses were $2.3 million, down from $3.9 million, and general and administrative expenses were $2.4 million, up from $1.8 million.
Cash, cash equivalents and short-term investments were $13.8 million as of September 30, 2026.
Scholar Rock agreed on November 9, 2026, to sell a Rare Pediatric Disease Priority Review Voucher to BioNTech US Inc. for $205 million in cash, payable at closing, which remains subject to customary conditions including the Hart-Scott-Rodino waiting period. The same day it reported third-quarter results, with its first ISEMBYLD product revenue of $0.6 million offset by a wider net loss of $107.2 million.
Buyer BioNTech US Inc. agreed to pay $205 million in cash at closing for the voucher, awarded after the September 11, 2026 FDA approval of ISEMBYLD
Q3 2026 net product revenue was $0.6 million, versus none in Q3 2025
Q3 2026 net loss was $107.2 million, or $0.81 per share, compared with a net loss of $102.2 million, or $0.90 per share, a year earlier
Cash, cash equivalents and marketable securities were $413.6 million as of September 30, 2026
LENSAR reported third quarter 2026 results for the quarter ended September 30, 2026. Total revenue fell 1% year over year to $14.1 million, as lower system sales outweighed 17% growth in recurring revenue, and the net loss widened to $4.7 million from $3.7 million. Adjusted EBITDA improved to $1.7 million from a $0.3 million loss a year earlier.
Total revenue was $14.1 million versus $14.3 million a year earlier; recurring revenue rose 17% to $12.6 million and was 89% of revenue.
Net loss was $4.7 million, compared with $3.7 million in the prior-year quarter; adjusted EBITDA was $1.7 million versus a $0.3 million loss.
The company placed 10 ALLY systems in the quarter, ending with 225 ALLY systems installed and a backlog of 12 systems as of September 30, 2026.
Cash, cash equivalents and investments totaled $12.6 million at September 30, 2026, compared with $18.0 million at December 31, 2025.
Hemab Therapeutics reported a third-quarter 2026 net loss of $27.3 million, up from $17.1 million a year earlier, as research and development and general and administrative expenses rose. Net loss per share improved to $0.58 from $18.04, but the company attributes that change mainly to a larger weighted-average share count after its initial public offering and preferred stock conversion. The company said its cash, cash equivalents and marketable securities of $430.2 million will fund operations into 2029, and it started the Phase 3 SOLARA trial of sutacimig in Glanzmann thrombasthenia.
Net loss was $27.3 million, or $0.58 per share, for the quarter ended September 30, 2026, versus $17.1 million, or $18.04 per share, a year earlier
Research and development expenses were $24.6 million, up from $14.6 million; general and administrative expenses were $5.1 million, up from $2.5 million
Cash, cash equivalents and marketable securities were $430.2 million at September 30, 2026, versus $457.5 million at June 30, 2026, with runway stated as into 2029
Phase 3 SOLARA trial of sutacimig in Glanzmann thrombasthenia was initiated, with first participants scheduled to enter the run-in period in the fourth quarter of 2026
City Therapeutics announced that the first participant has been dosed in a Phase 1 clinical trial of CITY-RBP4, an investigational RNAi therapeutic for Stargardt disease. The company expects to report initial data from the trial in mid-2027, and the filing contains no financial results, guidance or deal terms.
First participant dosed in Phase 1 trial of CITY-RBP4 for Stargardt disease type 1, announced November 10, 2026
City expects to report initial Phase 1 data in mid-2027
CITY-RBP4 is City's second program to enter the clinic; a third program is expected to enter the clinic through an investigator-initiated trial by year-end
Palladyne AI reported third-quarter 2026 revenue of $8.6 million, up from $0.9 million a year earlier, and raised the low end of its full-year 2026 revenue guidance to $25.0 million while keeping the top end at $27.0 million. The GAAP net loss widened to $12.0 million, or $0.25 per share, from $3.7 million, or $0.09 per share, in the prior-year quarter. Shareholders also face a 9% reduction in fully diluted shares after warrants and contingent shares expired on September 24, 2026.
Q3 2026 revenue was $8.6 million versus $0.9 million in Q3 2025, and up 48% sequentially.
GAAP net loss was $12.0 million ($0.25 per share) versus $3.7 million ($0.09 per share) a year earlier.
Full-year 2026 revenue guidance is now $25.0 million to $27.0 million, up from a prior low end, and backlog was $18.7 million as of September 30, 2026.
All 20.5 million warrants and 2.3 million remaining contingent merger consideration shares expired on September 24, 2026; cash, equivalents and marketable securities were $47.0 million.
Cullinan Therapeutics reported third quarter 2026 results, with a net loss of $49.4 million, down from $50.6 million a year earlier, as research and development and general and administrative expenses both declined. The company said its cash and investments of $313.8 million as of September 30, 2026 provide runway into 2029 under its current operating plan, though cash was down from $439.0 million at December 31, 2025.
Q3 2026 net loss was $49.4 million, compared with $50.6 million in Q3 2025; nine-month net loss was $152.8 million, compared with $169.2 million
Q3 2026 research and development expenses were $40.2 million, versus $42.0 million a year earlier
Cash, cash equivalents, investments, and interest receivable were $313.8 million at September 30, 2026, versus $439.0 million at December 31, 2025, with runway into 2029
Sionna Therapeutics reported a third-quarter 2026 net loss of $32.4 million, up from $20.3 million a year earlier, as research and development and general and administrative expenses rose. The company cut its workforce by about 46% in September 2026 and is not advancing SION-719 after its PreciSION CF Phase 2a trial missed its key activity endpoint, focusing instead on SION-451 + SION-2222, with a Phase 2 trial planned for the first quarter of 2027. Cash, cash equivalents and marketable securities were $249.8 million at September 30, 2026, which the company expects to fund operations into the second half of 2029.
Net loss was $32.4 million, or $0.72 per share, for the quarter ended September 30, 2026, compared with $20.3 million, or $0.46 per share, a year earlier.
R&D expenses were $22.0 million and G&A expenses were $12.8 million, up from $16.0 million and $7.8 million in the prior-year quarter.
Cash, cash equivalents and marketable securities totaled $249.8 million, down from $310.3 million at December 31, 2025.
The AscenSION CF Phase 2 proof-of-concept trial of SION-451 + SION-2222 is expected to start in the first quarter of 2027.
Upstream Bio reported a third-quarter 2026 net loss of $41.2 million, up from $33.7 million a year earlier, as research and development and general and administrative expenses rose and collaboration revenue fell to $395,000 from $683,000. The company had $207.4 million in cash, cash equivalents and short-term investments at September 30, 2026, which it expects to fund planned operations through 2027, and it plans to start Phase 3 trials of verekitug in severe asthma and CRSwNP in the first quarter of 2027.
Q3 2026 net loss was $41.2 million, compared with $33.7 million in Q3 2025.
Research and development expenses were $36.6 million, up $3.6 million from $33.0 million a year earlier.
General and administrative expenses were $7.2 million, up $1.7 million from $5.5 million.
Cash, cash equivalents and short-term investments totaled $207.4 million as of September 30, 2026.
908 Devices reported third-quarter 2026 revenue of $19.0 million, up 35% from a year earlier, and a net loss from continuing operations of $4.6 million, down from $14.9 million. The company raised the low end of its full-year 2026 revenue guidance to $68.5 million to $70.0 million. A $11.0 million noncash reduction in contingent consideration expense helped narrow the loss, and the company reported no debt outstanding.
Q3 2026 revenue was $19.0 million, up from $14.0 million a year earlier; GAAP gross margin was 53%, unchanged from the prior year.
Operating expenses fell to $15.5 million from $23.7 million, mainly due to an $11.0 million noncash reduction in contingent consideration expense.
2026 revenue guidance is now $68.5 million to $70.0 million, up from $68.0 million to $70.0 million at the low end.
Cash and marketable securities were $99.1 million as of September 30, 2026, with no debt outstanding.
Olema Pharmaceuticals reported a wider third-quarter 2026 net loss of $73.6 million, or $0.73 per share, versus $42.2 million, or $0.49 per share, a year earlier. The filing shows higher research and development and general and administrative spending tied to its Phase 3 trials and early preparations for a possible launch of palazestrant. Shareholders face a higher cash burn, with $413.8 million in cash, cash equivalents, and marketable securities as of September 30, 2026.
Net loss was $73.6 million for the quarter ended September 30, 2026, compared with $42.2 million a year earlier.
GAAP research and development expenses rose to $67.6 million from $40.0 million; G&A expenses rose to $9.9 million from $5.9 million.
Cash, cash equivalents, and marketable securities were $413.8 million at September 30, 2026.
The company expects top-line data from the Phase 3 OPERA-01 trial in the first quarter of 2027 and appointed Jason O'Byrne as Chief Financial Officer.
Humacyte reported third-quarter 2026 results with Symvess sales of $1.0 million, up from $0.4 million in the second quarter and $0.7 million a year earlier. The quarterly net loss narrowed to $15.5 million, or $0.06 per share, from $17.5 million, or $0.11 per share, a year earlier, but the nine-month net loss widened to $70.0 million, mainly due to a non-cash remeasurement of the contingent earnout liability.
Q3 2026 Symvess sales were $1.0 million, versus $0.4 million in Q2 2026 and $0.7 million in Q3 2025.
Q3 2026 net loss was $15.5 million ($0.06 per share), compared with $17.5 million ($0.11 per share) in Q3 2025.
Nine-month 2026 net loss was $70.0 million, versus $16.0 million in the prior-year period, driven by a non-cash earnout remeasurement.
October 2026 Symvess sales were $0.8 million; cash and equivalents were $64.9 million as of September 30, 2026.
Ovid Therapeutics reported third quarter 2026 results with no revenue, compared with $132 thousand a year earlier. The net loss widened to $20.8 million from $12.2 million, driven by research and development expenses that rose to $15.7 million from $5.9 million as the OV329 and OV4071 programs advanced. The company said its cash runway extends into 2029, though its net loss per share improved to $0.10 from $0.17 mainly because the weighted-average share count rose to about 203 million from about 71 million.
Net loss was $20.8 million for the quarter ended September 30, 2026, versus $12.2 million a year earlier.
Research and development expenses were $15.7 million, compared with $5.9 million in the prior-year quarter.
Cash, cash equivalents and marketable securities were $161.4 million at September 30, 2026, up from $90.4 million at December 31, 2025, with runway expected into 2029.
Topline data for OV329 photosensitivity study and OV4071 Phase 1 study are expected in the first quarter of 2027.
Opus Genetics reported a third-quarter 2026 net loss of $46.5 million, or $0.46 per share, up from $17.5 million, or $0.25 per share, a year earlier. License and collaborations revenue fell to $1.1 million from $3.1 million, while research and development expense more than doubled to $14.5 million, so shareholders face a larger loss per share with less revenue. The company said its cash of $89.0 million as of September 30, 2026, plus potential future funding under its Oberland note purchase agreement, should fund operations into 2029.
Net loss of $46.5 million, or $0.46 per share, versus $17.5 million, or $0.25 per share, in Q3 2025.
License and collaborations revenue of $1.1 million versus $3.1 million; R&D expense of $14.5 million versus $6.4 million.
Fair value change in instruments measured at fair value was a $28.6 million charge in the quarter.
Cash and cash equivalents of $89.0 million as of September 30, 2026; company expects cash to fund operations into 2029.
D-Wave Quantum reported third-quarter 2026 revenue of $4.5 million, up 21% from a year earlier, and a net loss of $48.2 million, or $0.13 per share, versus $139,986 thousand a year earlier. The net loss improvement mainly reflects a $121.9 million smaller non-cash warrant remeasurement charge, while adjusted EBITDA loss widened to $37.7 million and GAAP operating expenses rose 84%. Quarterly bookings fell 19%, though nine-month bookings were $37.4 million, and the company stated it had $503.4 million in cash and marketable securities.
Q3 2026 revenue was $4.5 million, up 21% year over year; GAAP gross margin fell to 52.9%
Net loss was $48.2 million ($0.13 per share), down $91.8 million year over year, driven mainly by the absence of a $121.9 million warrant remeasurement charge
Adjusted EBITDA loss was $37.7 million, up 83% year over year, as operating expenses rose to support product development and go-to-market efforts
Q3 bookings were $1.9 million, down 19%; nine-month bookings were $37.4 million, up 611%
SUNation Energy disclosed a Suniva press release saying construction is underway on a new 4.5 GW solar cell plant in Laurens County, South Carolina, at an expected cost of approximately $600 million. The plant would raise Suniva's U.S. cell capacity from 1 GW to 5.5 GW, with initial production expected in late 2027. The update does not include financial results, and the project is expected to be funded with cash on hand and a $835 million financing that closed in early September 2026.
Construction is underway on a 4.5 GW solar cell facility in Laurens County, South Carolina, at an expected cost of approximately $600 million.
Total U.S. cell capacity would rise from 1 GW to 5.5 GW, with initial production expected in late 2027 and full ramp in 2028.
The project is expected to be funded with cash on hand and a $835 million debt and equity financing that closed in early September 2026.
The expansion is expected to create approximately 560 jobs, with hiring starting in early 2027; the proposed SUNation-Suniva merger remains pending.
Enova International's Board authorized a new share repurchase program of up to $500 million, expiring June 30, 2028. The new program replaces the existing $400 million program, which would have expired June 30, 2027. The filing says the company is not obligated to buy any shares and the Board may change or end the program at any time.
New repurchase authorization of up to $500 million, described as the largest in Enova's history
Program expires June 30, 2028; replaces the $400 million program that would have expired June 30, 2027
Repurchases may be made in the open market or through privately negotiated transactions; no obligation to buy
Liquidia reported a third-quarter 2026 net loss of $236.3 million, or $2.64 per share, after a $389.7 million litigation settlement charge tied to its global settlement with United Therapeutics. Net product sales of YUTREPIA rose to $222.7 million from $51.7 million a year earlier, and non-GAAP adjusted EBITDA was $140.5 million. The settlement resolves all pending litigation with United Therapeutics, and Liquidia agreed to pay net $380.7 million in installments in 2026 and 2027.
Q3 2026 net loss of $236.3 million, or $2.64 per share, versus a net loss of $3.5 million, or $0.04 per share, in Q3 2025
Net product sales of $222.7 million, up 31% from Q2 2026 and up from $51.7 million in Q3 2025
Adjusted EBITDA of $140.5 million, the fifth consecutive quarterly increase; cash and cash equivalents were $396.1 million before settlement payments
Global settlement with United Therapeutics dated October 13, 2026, with Liquidia agreeing to pay net $380.7 million in 2026 and 2027
Chicago Atlantic Real Estate Finance reported third quarter 2026 results, with diluted distributable earnings of $0.49 per share, equal to the year-earlier figure and up from $0.43 in the second quarter. GAAP net income fell to $6.4 million, or $0.25 per share, from $8.9 million, or $0.42 per share, a year earlier, as net interest income and credit loss provisions weighed on results. The company's pending merger into Chicago Atlantic BDC and its dividend outlook remain key factors for shareholders.
Diluted distributable earnings were $0.49 per share for the quarter ended September 30, 2026, compared with $0.49 a year earlier and $0.43 in the June 30, 2026 quarter.
GAAP net income was $6.4 million ($0.25 per diluted share), down from $8.9 million in the year-earlier quarter; net interest income was $12.5 million versus $13.7 million.
Provision for current expected credit losses was $2.8 million, compared with $0.6 million a year earlier.
Distributable earnings now include Koach Note income beginning in the third quarter of 2026, a definitional change the company says has no impact on prior-period comparisons; the company expects a 2026 dividend payout of 90% to 100% of dist
Harvard Bioscience filed an investor presentation dated November 2026 that reports third-quarter 2026 revenue of $22.2 million, up 8% from a year earlier, but adjusted EBITDA of $1.8 million, down from $2.0 million. The company lowered its full-year 2026 adjusted EBITDA growth outlook to (1)% to 4% from 6% to 10%, while its 3% to 5% revenue growth outlook is shown without a stated change.
3Q26 revenue $22.2 million vs $20.6 million in 3Q25 (up 8%); 3Q26 GAAP diluted loss per share $(0.58) vs $(0.28)
3Q26 adjusted EBITDA $1.8 million vs $2.0 million; adjusted EBITDA margin 7.9% vs 9.6%
FY26 adjusted EBITDA growth outlook lowered to (1)% to 4%, from 6% to 10%; FY26 revenue growth outlook 3% to 5%
4Q26 outlook: revenue $23.7 million to $25.5 million; adjusted EBITDA $3.8 million to $4.2 million
Harvard Bioscience reported third quarter 2026 revenue of $22.2 million, up from $20.6 million a year earlier, but its net loss widened to $2.6 million from $1.2 million and adjusted EBITDA fell to $1.8 million from $2.0 million. The company reaffirmed its full-year 2026 revenue growth guidance of 3% to 5% and updated its full-year adjusted EBITDA target to growth of (1%) to 4%.
Q3 2026 revenue was $22.2 million, up 7.8% from $20.6 million in Q3 2025.
Q3 2026 net loss was $2.6 million, or $(0.58) per share, versus a net loss of $1.2 million in Q3 2025.
Q3 2026 adjusted EBITDA was $1.8 million, versus $2.0 million a year earlier.
Full-year 2026 guidance: revenue growth of 3% to 5%, adjusted gross margin of 57% to 59%, and adjusted EBITDA growth of (1%) to 4%.
Janus International Group reported third quarter 2026 revenue of $213.1 million, down 2.8% year-over-year, and a net loss of $13.3 million, or $(0.10) per diluted share, compared with net income of $15.2 million a year earlier. The company also updated its full year 2026 guidance, which now projects Adjusted EBITDA of $127 million to $133 million, a 22.7% decline at the midpoint from the prior year.
Q3 2026 revenue was $213.1 million, down 2.8% year-over-year; self-storage revenue fell 5.0%.
Net loss was $13.3 million, or $(0.10) per diluted share, including an $18.3 million impairment of goodwill and intangible assets.
Adjusted EBITDA was $34.0 million, down 22.0% year-over-year, with a 16.0% margin.
2026 guidance: total revenue of $855 million to $865 million and Adjusted EBITDA of $127 million to $133 million.
Protalix reported third-quarter 2026 total revenue of $21.9 million, up from $17.9 million a year earlier, and net income of $4.0 million, or $0.05 per share, compared with $2.4 million, or $0.03 per share. Nine-month revenue reached $75.6 million versus $43.6 million, and the company reaffirmed 2026 total revenue guidance of $78.0 million to $83.0 million, which includes a $25.0 million Chiesi milestone received in the first quarter. For shareholders, revenue and profit rose year over year, cash and short-term deposits totaled $48.5 million at September 30, 2026, and the company reported no outstanding debt or warrants.
Q3 2026 net income was $4.0 million ($0.05 per share, basic and diluted) versus $2.4 million ($0.03 per share) in Q3 2025
Nine-month 2026 total revenue was $75.6 million versus $43.6 million, including a $25.0 million Chiesi milestone received in Q1 2026
2026 total revenue guidance of $78.0 million to $83.0 million was reaffirmed, with the company expecting to meet or exceed these ranges
Cash, cash equivalents and short-term bank deposits were $48.5 million at September 30, 2026; the company has no outstanding debt or warrants
Sally Beauty Holdings reported fourth-quarter fiscal 2026 results for the period ended September 30, 2026, with net sales of $953 million, up 0.6%, and GAAP diluted earnings per share of $0.60, up 22%. The company also issued initial fiscal 2027 guidance calling for adjusted diluted EPS of $2.20 to $2.30, compared with $2.08 in fiscal 2026. The guidance is an initial forecast rather than a revision, and it points to higher sales and adjusted earnings per share in fiscal 2027.
Q4 net sales were $953 million, up 0.6%; consolidated comparable sales rose 0.9%.
Q4 GAAP diluted EPS was $0.60, up 22%; adjusted diluted EPS was $0.62, up 13%.
Fiscal 2027 guidance: net sales of $3.77 billion to $3.81 billion and adjusted diluted EPS of $2.20 to $2.30.
Full-year cash flow from operations was $323 million; the company repurchased $113 million of shares during fiscal 2026.
Nova Minerals said an engineering assessment confirmed about 216,000 tonnes per year of front-end crushing, grinding and concentration capacity at its processing plant at Port MacKenzie, Alaska. The company said modelling indicates potential refined antimony output of up to about 20,000 tonnes per year, subject to feed grade and additional downstream refinery equipment. The filing contains no revenue, earnings or guidance figures, and the larger output depends on equipment the filing does not say is funded.
Front-end capacity of about 216,000 tpa, made up of two mill trains of about 108,000 tpa each
Modelling indicates potential refined antimony production of about 9,400 to 20,000 tpa, depending on feed grade of 5% to 10% antimony and additional refinery equipment
Phase 1 pilot-scale refinery targets up to 600 tpa under the fully funded $43.4 million Department of War supported project, with production targeted for 2027
The plant was previously owned and operated by Agnico-Eagle at the Hope Bay Gold Project and has been delivered to the Port MacKenzie site
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