November 2026 — page 3
NRG Agrees to Sell 4.9 GW of Gas Plants to LS Power
The energy company booked $2.01 billion of third-quarter Adjusted EBITDA and initiated 2027 guidance that excludes the $4 billion sale.
Microvast Flags Going-Concern Doubt After Sales Collapse
Third-quarter revenue fell to $45.8 million and the company said cash is expected to be insufficient for the next twelve months absent financing or debt relief.
Motorcar Parts Cuts Fiscal Sales Outlook After Order Delays
The aftermarket parts maker now sees fiscal 2027 net sales of $715 million to $740 million after second-quarter sales of $169.2 million.
Lantronix Non-GAAP Profit Rises 50% Alongside Embedded IoT
Net revenue reached $32.4 million in the fiscal first quarter as Embedded IoT Solutions hit $15.7 million and the company reaffirmed double-digit growth for fiscal 2027.
LifeVantage Posts First Net Loss in Two Quarters
Revenue fell 22.0% to $37.1 million in the quarter ended September 30, 2026, and the company swung to a $0.02 a share net loss.
LoanDepot's Origination Volume Falls After a Second-Quarter Rebound
The lender booked a $29 million net loss as pull-through weighted gain on sale margin reached 399 basis points.
Kaltura Reports 8% Revenue Growth in Third Quarter 2026
Third-quarter revenue of $47.3 million exceeded the high end of guidance as the company forecast full-year total revenue of $185.0 million–$185.7 million.
KKR Extends Record Earnings Streak and Lifts Buyback
Fee Related Earnings rose 27% to $1.3 billion, or $1.42 a share, as the firm posted a second straight quarter of record FRE, TOE and ANI per share.
James River Swings to a Third-Quarter Operating Loss
A $19.2 million E&S reserve add and a $181.8 million goodwill write-off produced a $4.08 a share net loss and a $4.4 million adjusted operating loss.
ImmunityBio's Sequential ANKTIVA Revenue Streak Ends
Third-quarter net product revenue was $48.7 million, up 53% from a year earlier, as the FDA expanded the ANKTIVA label and the company met a BCG-naïve trial endpoint.
Greystone Housing Impact Investors Posts Third-Quarter Profit
Cash available for distribution was $3.8 million, or $0.17 a BUC, as the partnership sold Vantage at Loveland for about $23.6 million.
Foghorn Records $58.2 Million Profit After Dropping FHD-909
Collaboration revenue reached $83.5 million in the third quarter, including a $74.1 million catch-up primarily related to updated estimated future costs for decisions not to advance FHD-909 and the SMARCA2 selective degrader; earnings were $0.81 a share.
FutureFuel Restores Biodiesel Run-Rate After Chemical Turnarounds
Third-quarter revenue reached $104.7 million as the company guided fourth-quarter Adjusted EBITDA to about $7 million.
Ferguson Raises 2026 Sales Outlook After FloWorks Close
Third-quarter sales reached $9.03 billion, up 9.5%, as organic growth accelerated and the company lifted full-year net sales guidance to about 7%.
EVI's Operating Income Reaches a Record $6.2 Million
Commercial laundry operating income rose 38% to $11.3 million as the company posted record first-fiscal-quarter results and closed a consumer garment care deal.
Claritev Raises 2026 Outlook and Flags $1.1 Billion 2027
Third-quarter revenue reached $268.3 million as the company lifted full-year sales guidance to $1.038 billion–$1.043 billion.
CNH Raises 2026 Outlook After Kobelco Construction Deal
Adjusted net income reached $205 million in the third quarter as the company lifted full-year adjusted diluted EPS to $0.44–$0.48.
Compass Third-Quarter Net Loss Widens to $27.2 Million
Third-quarter 2026 research and development expenses rose 72% to $22.0 million as net loss widened to $27.2 million. Cash and marketable securities were $163 million at September 30, 2026, which the company said is expected to fund operations into 2028.
Coherus Cuts Headcount 30% to Focus on Esophageal Cancer
LOQTORZI net revenue reached $14.0 million in the third quarter as the company narrowed its tagmokitug program and lowered the LOQTORZI sales needed to cover core cash burn.
Constellation Raises Full-Year Earnings Outlook Again
Adjusted operating earnings reached $5.06 a share in the third quarter, and the company lifted its 2026 range to $12.50–$12.80 a share.
Crescent Capital BDC Restores Net Income After Two Loss Quarters
Net investment income was $0.37 a share, and the board authorized a $50 million share repurchase.
Perspective Extends Cash Runway Into 2028
Cash, cash equivalents, and short-term investments were about $202 million as of September 30, 2026, and the company said the balance should fund planned clinical work into 2028.
Berkshire Operating Earnings Slip as Underwriting Falls
Third-quarter operating earnings were $12.71 billion, with insurance underwriting at $1.35 billion and net earnings of $22.11 billion.
Bakkt Sets First-Half 2027 Volume Target of $6 Billion
Third-quarter Total Transacting Volume was $147.9 million as Bakkt reiterated a $3 billion full-year 2026 TTV goal and reported net income of $14.3 million.
AN2 Therapeutics Clears Global Phase 2 Epetraborole Study
Cash, cash equivalents and investments were $80.2 million as of September 30, 2026, and the company said it expects to start polycythemia vera enrollment by year-end.
Alta Narrows 2026 EBITDA Outlook After Third-Quarter Loss
The equipment dealer posted a $12.2 million net loss, or $0.37 a share, and now sees 2026 Adjusted EBITDA of $165.0 million to $170.0 million.
ADC Therapeutics Completes $86.6 Million PIPE After Third-Quarter Loss
Net product revenue was $21.0 million and cash stood at $189.2 million as of September 30, 2026, with an expected runway into 2029.
Abeona Narrows Loss as ZEVASKYN Treatments Rise
Net ZEVASKYN revenue was $13.5 million in the third quarter, and the company completed six treatments as its qualified-center network reached eight sites.
HealthSpan Partners to Buy Surgery Partners in $6.0 Billion Cash Deal
The Bon Secours Mercy Health affiliate raised its offer to $25.00 a share after an unsolicited $28.00 bid, adding ticking fees if stockholder approval is obtained before March 1, 2027 and closing slips past that date.
CorMedix to Buy Heron Assets in Cash-and-Stock Deal
The biopharmaceutical company will add four hospital-focused products, including ZYNRELEF, and expects the deal to be immediately accretive.
Charles River to Buy Frontage Bioanalysis in $470 Million Cash Deal
The contract research lab is taking Frontage private with Tigermed and Dr. Song Li, then carving out Exton clinical bioanalysis and DMPK sites to lift its clinical share of a market it said is due to reach $8 billion to $9 billion by 2031.
CNH to Sell 70% of Construction Unit to Kobelco
The equipment maker will take $700 million in cash and keep a 30% stake as it advances a shift to a pure-play agriculture company.
Abeona to Buy APT-1011 in $20 Million Equity Deal
The commercial-stage biopharmaceutical company is pairing the asset-purchase of a Phase 3-ready eosinophilic esophagitis candidate with a $30 million private placement to fund the pipeline.
Central banks align on conditional guidance, split on policy
A majority hold rates and all banks with guidance readings make policy conditional on economic developments, with differences in rate stance and balance-sheet policy.
Micro-Cap Earnings Roundup for Week of Nov. 2, 2026
Priority Technology’s third-quarter revenue rose 11.3% as net income fell 55.7%. Arq returned to profitability, while Sight Sciences increased revenue 25%, with dry-eye sales rising sharply.
Micro-Cap Deals Roundup for Week of Nov. 2, 2026
ARRAY Technologies and Shoals Technologies Group signed a stock-for-stock merger agreement with a fixed exchange ratio of 1.6931 ARRAY shares for each Shoals share. Bernhard Capital Partners completed its approximately $1 billion all-cash acquisition of Bowman Consulting Group.
Deals Roundup for Week of Nov. 2, 2026
Brookfield and CPP Investments completed the LXP acquisition at a valuation of about $5.2 billion including net debt and preferred equity; DTE agreed to sell DTE Vantage for approximately $3 billion; and Five9 signed an agreement to acquire Level AI.
Stride's $15 million insider buying stands out for scale
Stride combined purchases large relative to company size with repeat buying, while Corebridge and Dolphin extended activity across all four weeks.
WhiteFiber Completes $60 Million Purchase of Two Yadkin County Industrial Properties for Data Center Development
The AI-infrastructure company closed a cash asset purchase of two industrial sites it plans to retrofit into NC-2 and NC-3 campuses near its Madison, North Carolina, flagship.
Willdan Completes $285 Million Cash Purchase of Mantis Innovation
Willdan said the combination lets clients cut consumption, buy energy more effectively, and use existing grid capacity as electricity demand rises.
Vistra Completes $4.0 Billion Cogentrix Energy Acquisition
The power generator now owns about 5,500 MW of natural gas plants across PJM, ISO New England and ERCOT, with mid-single-digit 2027 Ongoing Operations AFCFbG per-share accretion.
Victory Capital to Close First Eagle Deal by Q1 2027
The asset manager said integration planning is under way as it works toward a close subject to regulatory approvals and client consents.
Empower Brands Proposes $1.6 Billion Cash Takeover of Helen of Troy
The consumer-products consortium said the all-cash bid would create a $2.9 billion-revenue platform, a framing Helen of Troy’s board rejected as undervaluing the company.
Mapfre Affiliate to Buy Safety in $1.54 Billion Cash Deal
Stockholders approved the merger at a November special meeting; closing still awaits remaining regulatory clearances.
BRC Group to Buy Sangoma in $203.7 Million Mixed Deal
The company said the business communications solutions provider will add recurring revenue and create opportunities for operating synergies in its Communications platform.
Planet Fitness Completes Be-Fit Acquisition for €102.5 Million
The Judgement Free Zone franchisor closed the Portugal deal as a sixth international market and a second European country.
Penguin Solutions to Sell Cree LED to Transom Capital
The all-cash sale is meant to sharpen Penguin’s focus on data center AI infrastructure and memory and would advance its ongoing transformation toward a pure-play, data center-focused company.
Mueller Water Products Agrees to Transition Metering Business to ZENNER USA
The water-products maker said the agreement to transition the metering business will let it concentrate capital on stronger competitive positions.
Ares Capital to Buy MidCap Financial in $2.6 Billion Deal
The largest publicly traded BDC will pay $10.88 a share, a 30.1% premium, to fold MidCap Financial into a combined book of more than 800 companies.
LightPath Completes $4.5 Million Sale of China Unit
The optics maker closed a previously announced sale of its China subsidiary that leaves it with no facilities or operations in China.