Micro-Caps — page 6
AI Infrastructure Pivot Trumps Legacy Cloud Resale
Smaller firms are aggressively shedding low-margin legacy services to fund AI-driven ecosystems and specialized infrastructure.
Hard Assets Draw Capital as Financing Costs Stay High
Long-duration property and infrastructure contracts are attracting fresh capital, while lenders are demanding rich returns and stronger collateral.
RxSight Raises 2026 Revenue Outlook on Alcon Deal as Core Sales Slow
RxSight lifted its full-year revenue guidance to $140-160 million on new Alcon collaboration revenue even as it cut standalone sales guidance and preliminary second-quarter sales fell to about $27 million from $30.9 million in the first quarter.
Dorian LPG Profit Surges Tenfold as LPG Rates Climb
The liquefied-petroleum-gas carrier posted $1.90 a share in earnings for its fiscal fourth quarter, up from $0.19 a year earlier.
Infinity Natural Resources Nearly Doubles Production on Antero Acquisition
The Appalachian Basin natural gas producer posted 299.3 MMcfe/d of net daily output in the first quarter, up 88% year over year.
Gevo Swings to Profit, Doubles EBITDA Outlook on Ethanol, Tax Credits
The sustainable-fuels producer now expects 2026 Adjusted EBITDA to potentially exceed $60 million, more than doubling its earlier $30 million target.
Dorian LPG Sells VLGC Corsair for $81.8 Million
The asset sale is part of a disciplined fleet renewal and expansion strategy to deliver long-term shareholder value.
ASP Isotopes to Acquire Quantum Leap Energy Notes in $109.2 Million Deal
The all-stock transaction aims to reduce the target's outstanding convertible notes by approximately 50% ahead of a planned public listing.
XOMA Royalty Ends Independent Run After Revenue Nearly Doubles, Ligand Closes Buyout
Ligand completed its $39.00-a-share acquisition of the royalty company on the same day XOMA redeemed its preferred stock, capping a year in which income and revenues surged 83%.
Wabash National Widens Loss as Trailer Demand Keeps Sliding
Wabash National posted a net loss of $23 million to $26 million in the second quarter, roughly 2.5 times the year-earlier shortfall, even as revenue topped its own guidance.
Repay Raises Revenue Outlook 60% After Kubra Deal Closes
Repay Holdings lifted its full-year revenue outlook to $490-500 million from $340-346 million after closing its $372 million acquisition of Kubra, even as free cash flow conversion guidance was cut to roughly 30% from 45%.
flyExclusive Posts Second Straight Profit Quarter as Margins Expand
The charter operator's adjusted EBITDA reached $200,000 in Q1, marking its first consecutive profitable quarters ever.
AngioDynamics Posts 8% Sales Growth as NanoKnife Surges 65%
NanoKnife revenue jumped 64.5% in the fiscal fourth quarter to $11.8 million, driving the medical-device maker's seventh straight quarter of double-digit Med Tech growth.
Ligand Pharmaceuticals Completes Acquisition of XOMA Royalty in $739 Million Deal
The all-cash transaction expands Ligand's royalty portfolio to more than 200 assets and adds seven commercial products.
Ligand Completes $739 Million All-Cash Acquisition of XOMA Royalty
The deal adds more than 120 royalty assets to Ligand's portfolio, including seven commercial-stage products, and includes contingent value rights tied to pending litigation.
Companies Warn AI Threatens Their Own Business Models
Across four industries, companies are flagging AI as both an operational necessity and a competitive and legal menace in their latest annual reports.
Lynrock Lake LP Secures Board Seat at Yext
The investor is transitioning its reporting status as Ms. Paul joins the board of directors.
Tactile Medical Lifts Guidance as Lymphedema Sales Accelerate
The medical-device maker raised its full-year revenue outlook by $3 million at both ends of the range after first-quarter sales rose 23%.
Tactile Systems to Buy MyoSleeve Distribution Rights in $3 Million Deal
The asset purchase adds a wearable compression device to the company’s portfolio for earlier-stage chronic swelling patients.
Supreme Court ruling sparks tariff refund wave
Companies begin reclaiming IEEPA tariffs after the Court’s decision, though recovery remains uneven and uncertain.
Capex Push Cuts Across Banking, Industrials, Health and Retail
Eight companies disclosed economic commentary this week across five industries, and seven of them, from banking to biotech to storage, pointed to capital deployment as the throughline.
EchoStar and BlackSky Lead Surge in Short Crowding
Delayed FINRA settlement data shows a sharp increase in short interest relative to real float for several issuers.
Simon Property Group Directors Lead Weekly Buying Surge
A concentrated wave of director-level purchasing at Simon Property Group anchors a week of broad insider conviction.
Forte Biosciences' FB102 Posts Statistically Significant Vitiligo Improvement in Phase 2 Trial
The clinical-stage biotech reported a 29.6% mean FVASI improvement from baseline at week 24, with the benefit widening progressively after treatment ended.
Ares Real Estate Funds to Acquire Whitestone REIT in $1.7 Billion All-Cash Deal
Shareholders approved the $19-a-share buyout, giving Ares a portfolio of 56 open-air retail centers across fast-growing Texas and Arizona markets.
Agentic AI Drives Explosive Small-Cap Infrastructure Demand
Smaller firms are seeing a sharp divergence between surging AI-driven infrastructure orders and a cooling rural and consumer economy.
Real Estate Operators Pivot to Liquidity and Asset Recycling
Real estate firms are aggressively optimizing balance sheets through strategic asset sales and debt refinancing as demand for specialized housing holds firm.
Hardware Cost Pressures Return Across Tech Suppliers
NetApp, Gsi Technology and Ciena are again confronting tighter supply and higher component costs as AI-driven demand strains semiconductor and electro-optical markets.
Chinese Systemic Banks Lead Surge in Credit Impairment Losses
Major lenders in China and Europe report rising provisions amid shifting portfolio risks and regulatory requirements.
Chipmakers Lead a Guidance Season Almost Free of Cuts
Across 130 companies issuing quarterly outlooks, raises outnumbered cuts roughly ten to one, with semiconductor, software and hardware makers reporting no lowered guidance at all.