The Tip Desk

October 2026 — page 8

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AZZ Raises Fiscal 2027 Outlook After Sales Growth Accelerates

Second-quarter sales reached a record $486.9 million, up 16.7% from a year earlier, and the company lifted full-year sales guidance to $1.825 billion to $1.875 billion.
Earnings · October 13, 2026

Workday to Buy C1.ai as Identity Governance Layer

Workday said the deal will let it govern access for employees and AI agents from hire to offboard.
Deals · October 13, 2026

SSR Mining to Buy Roxmore in $464 Million Cash Deal

The gold miner will pay C$6.75 a share for Converse, a multi-million-ounce resource next to Marigold, and expects more than $200 million in life-of-mine synergies.
Deals · October 13, 2026

Seabridge Gold to Buy Wyoming Slaughterhouse Project

The gold producer is paying up to US$2.85 million in cash and milestones to test an unproven hematite IOCG concept in southern Wyoming.
Deals · October 13, 2026

Porch Group to Buy Allied Trust in Mixed $105 Million Deal

The purchase is expected to add about $200 million of Reciprocal written premium and $25 million of Adjusted EBITDA in the first full year after closing.
Deals · October 13, 2026

McEwen to Sell Timmins Assets for $55 Million

The gold miner will take $5 million in cash and $50 million in Discovery shares to fund a 250,000–300,000 gold-equivalent ounce production target by 2030.
Deals · October 13, 2026

IonQ to Buy Elisity in Up to $1.3 Billion Stock Deal

The quantum platform company said the all-stock combination will pair post-quantum cryptography with Zero Trust policy enforcement for enterprise and government customers.
Deals · October 13, 2026

BlackRock to Buy WCAS Stake in CenterWell Clinic Ventures

The new venture covers nearly 150 clinics, with BlackRock as majority owner and CenterWell as minority owner. CenterWell will continue to manage and operate the clinics.
Deals · October 13, 2026

Teradyne to Invest $300 Million in FormFactor

The automated-test maker is pairing its platforms with FormFactor’s probe and interface work to speed AI and high-performance-compute test from wafer to data center.
Deals · October 13, 2026

Draganfly to Buy DoD Solution in All-Stock Deal

The drone maker said the combination will fold DoD Solution’s defense-focused unmanned systems into its existing product line.
Deals · October 13, 2026

Micro-Cap Earnings Roundup for Week of Oct. 5, 2026

Richardson Electronics’ fiscal first-quarter sales rose 18.9%; Helen of Troy and Byrna reported tariff-refund benefits, while Resources Connection’s quarterly net loss widened to $8 million.
Weekly Earnings · October 11, 2026

Micro-Cap Deals Roundup for Week of Oct. 5, 2026

Viatris agreed to buy Pacira for $36.50 a share in cash, Altaris completed its Simulations Plus acquisition, and INNOVATE closed its DBM Global sale. Bank merger approvals and revised Twin Vee ownership terms added separate deal milestones.
Weekly Deals · October 11, 2026

Microcap Insider Buying: Week Ending October 9, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 11, 2026

Insider Buying: Week Ending October 9, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 11, 2026

Heating oil spending forecast to rise

Flagship Reports · October 11, 2026

Delta and PepsiCo lower earnings outlooks as revenue rises

Constellation’s sales rebounded, Worthington Steel posted a loss, and drug developers disclosed research-related earnings charges.
Weekly Earnings · October 10, 2026

Schneider Electric signs $22.6 billion cash deal for PTC

The PTC agreement carries a $23.7 billion enterprise value. Healthcare deals feature majority and minority stakes, cash purchases and sales-linked payments.
Weekly Deals · October 10, 2026

Centinel Spine Holdco Files to Sell Class A Common Stock

The pure-play total disc replacement company said it will use proceeds to fund sales, R&D and debt repayment.
IPO Watch · October 10, 2026

Lycia Therapeutics Files for IPO to Fund LYTAC IgE and Graves'

The clinical-stage biotech is seeking public capital to advance LYTAC degraders aimed at IgE and Graves' disease.
IPO Watch · October 10, 2026

Ivanhoe Electric structures international ventures with divergent funding risks

Ivanhoe Electric utilizes a partner-funded model for its Chilean exploration while implementing priority repayment terms for shareholder loans in its Saudi Arabian joint venture.
Fathom Files · October 10, 2026

Winklevoss Zcash ETF Seeks Nasdaq Listing for ZEC Shares

The proposed trust would hold Zcash and aim to track its price for brokerage-account investors.
IPO Watch · October 9, 2026

Aci Lifts 2026 Guidance as Software Demand Stays Positive

Aci Worldwide raised full-year revenue and adjusted EBITDA guidance after first-half results and pipeline strength, as demand and outlook comments stayed mostly positive.
Industry Earnings Roundup · October 9, 2026

Delta Cuts Full-Year Outlook After Fuel Spike

The carrier now sees adjusted earnings of $5.10 to $5.60 a share and about $2.5 billion of free cash flow for 2026.
Earnings · October 9, 2026

Avient Names UPL Chief Mike Frank as President and CEO

The materials-solutions company kept 2026 adjusted EPS guidance at $3.10 to $3.25 after a second-quarter beat of $0.96.
Earnings · October 9, 2026

XMax to Buy Hexa Creation in Unpriced AI Power Deal

The company said the purchase puts it into high-voltage power semiconductors as it extends an AI strategy already running through software, platforms and GPU services.
Deals · October 9, 2026

Pebblebrook Hotel Trust to Sell Hotel Zags for $10.0 Million

The REIT said it will use proceeds for general corporate purposes, including opportunistic common or preferred share repurchases.
Deals · October 9, 2026

High Tide Completes $670,000 Chestermere Store Purchase

The cannabis retailer closed a cash asset deal that lifts its Canadian footprint to 234 stores and adds a Canna Cabana location in Alberta.
Deals · October 9, 2026

Gran Tierra Shareholders Approve $1.33 Billion Colombia-Ecuador Sale

The vote moves Gran Tierra toward a December 31 close that would leave the company debt-free with about $250 million in cash to fund Canada and Azerbaijan.
Deals · October 9, 2026

GigCapital8 to Buy Quantisimo in $666 Million Stock Deal

The SPAC will issue 66.61 million shares of a new holding company to take the WISeKey-SEALSQ quantum vehicle public under a Root-to-Qubit platform.
Deals · October 9, 2026

Baldwin Insurance Group to Buy Cobbs Allen Capital Holdings

The insurer agreed to acquire the capital-holdings firm in a transaction whose structure and price were not disclosed.
Deals · October 9, 2026

Smiths Group completes strategic pivot with £3.3bn in divestments

The industrial engineering company returned £1.5bn to shareholders through buybacks after selling its Interconnect and Detection businesses.
Earnings · October 8, 2026

Magnolia debt falls faster after WildFire close

Magnolia Oil & Gas ended the third quarter with about $1.9 billion of net debt, which the company said was more than a year ahead of its original deleveraging plan.
Small-Cap Signal · October 8, 2026

PepsiCo Cuts 2026 Core EPS Growth Outlook

Organic revenue grew 3.1% in the third quarter as PepsiCo set its full-year organic revenue growth outlook at about 3% and cut core EPS growth guidance to 2.5%–3.5%.
Earnings · October 8, 2026

Diamondback Oil Prices Fall After a Record Second Quarter

Unhedged realized oil averaged $87.30 a barrel in the third quarter, down from $96.82 in the second, as the Permian producer booked a $182 million net loss on commodity contracts.
Earnings · October 8, 2026

Crescent to Buy Devon Eagle Ford Assets for $3.85 Billion

The deal adds about 68 Mboe/d of net production and more than 600 Tier 1 net locations, with closing expected in late 2026 or early 2027.
Deals · October 8, 2026

Brookdale Occupancy Gain Accelerates After a Slow Quarter

Third-quarter weighted average occupancy reached 83.1%, up 130 basis points from a year earlier, after a 230-basis-point year-over-year lift in the second quarter.
Earnings · October 8, 2026

Viatris to Buy Pacira BioSciences in $1.65 Billion Cash Deal

The global healthcare company said the non-opioid pain assets EXPAREL and ZILRETTA fit a fast-acting meloxicam opportunity.
Deals · October 8, 2026

NovaGold to Buy Paulson's 40% Donlin Stake

The all-share deal would give NovaGold 100% of Alaska's Donlin Gold, projected as the largest single U.S. gold mine, in a combined company valued at about $4.9 billion.
Deals · October 8, 2026

Movado Group to Sell EBEL in $66.5 Million Asset Deal

The watchmaker said the sale will sharpen its focus on accessible luxury watches and jewelry while giving EBEL a dedicated ownership platform.
Deals · October 8, 2026

Hess Midstream to Buy Chevron DJ Basin Assets for $200 Million

The cash asset purchase is expected to make Hess Midstream an independent, multi-basin midstream operator with Bakken and DJ Basin positions and contracts through 2045.
Deals · October 8, 2026

Crescent Energy to Buy Devon Eagle Ford Assets for $4.2 Billion

Devon said the cash sale high-grades its portfolio and sharpens focus on highest-return, longest-duration assets after the Coterra merger.
Deals · October 8, 2026

DiamondRock Hospitality to Buy Bellmoor Inn for $31 Million

The lodging REIT framed the independent resort as a supply-constrained asset with in-place cash flow and operational upside.
Deals · October 8, 2026

Real Estate: Shore nonaccrual rises, refinancing warnings persist

Lenders reported divergent commercial real estate credit measures and retained refinancing warnings, alongside improvements in office occupancy and leasing assessments.
Theme Survey · October 7, 2026

Labor Costs and Wage Inflation: Pricing Limits and Workforce Cuts

Companies reported higher labor burdens and warned of limits on passing costs to customers, alongside approaching union-contract expirations and planned workforce cuts.
Theme Survey · October 7, 2026

EV and Auto Transition: Program Risks and Recovery Forecasts

QuantumScape expanded its warning about automaker program cuts, suppliers described production and cost pressures, and Aspen later outlined an industry recovery outlook.
Theme Survey · October 7, 2026

Energy Sector: War Warnings Sharpen, Gas Projects Enter Service

Energy companies paired more explicit military-risk language with operating milestones for natural gas pipelines and LNG exports.
Theme Survey · October 7, 2026

Cybersecurity Incidents: Named Breaches and Reporting Risks

Analog Devices and Fluence cited specific cybersecurity incidents, as companies maintained warnings about reporting judgments, customer fallout and compliance costs.
Theme Survey · October 7, 2026

Consumer Demand and Trade-Down: Pressure Reaches Retail Orders

Companies described weaker retailer replenishment and lower-priced purchases alongside increased promotions and risks to inventory and margins.
Theme Survey · October 7, 2026

AI Disclosures Add Capacity Limits and Detail Cost Risks

AMD added specific obstacles to customer AI infrastructure buildouts, as XMax and Samsara detailed how adoption and computing costs could affect returns.
Theme Survey · October 7, 2026

Worthington Steel Posts First Results With Kloeckner

First-quarter net sales were $2,726.6 million after the June majority acquisition, while a $7.0 million continuing-operations loss replaced a year-earlier profit of $36.8 million.
Earnings · October 7, 2026