The Tip Desk

Mid-Caps — page 2

Buybacks Diverge Across Retail and Chip Names

American Eagle halted program repurchases while Broadcom, Academy Sports and RH kept authorizations moving.
Filing Trends · September 14, 2026

GameStop Insiders Bought $21.7 Million of Stock

Four GameStop insiders added 1.07 million shares in a week, the largest cluster of the period.
Insider Signal · September 11, 2026

Modine to Combine Performance Technologies With Gentherm

The Reverse Morris Trust deal is expected to close October 1, 2026, creating a scaled thermal-management company with Modine shareholders owning 40%.
Deals · September 11, 2026

Copart to Buy ACV in $1.9 Billion Cash Deal

The online vehicle-auction operator will pay $10.50 a share to add a digital dealer-to-dealer wholesale platform and close by year-end 2026.
Deals · September 11, 2026

Alcoa to Buy South32 Assets in $4.1 Billion Deal

The aluminum producer will take Worsley Alumina, Hillside Aluminum and Brazil operations for $3.1 billion in cash plus about 17 million shares.
Deals · September 10, 2026

Circle to Acquire Tazapay to Expand USDC Payouts

The stablecoin issuer said the deal will add 60-plus banking and fintech partners and 100-plus payout markets to its ecosystem.
Deals · September 9, 2026

Chime to Buy Stride Bank in $590 Million Cash Deal

The digital bank said the national charter and Stride’s infrastructure will underpin an end-to-end platform built for the AI era.
Deals · September 9, 2026

Retailers and Software Firms Split on Buybacks

Abercrombie and Snowflake spent billions on repurchases while Best Buy, Dillard's, and Victoria's Secret paused or slowed.
Filing Trends · September 7, 2026

SEC Pressed Stanley Black & Decker on Non-GAAP Charge Labels

Stanley Black & Decker revised how it describes and discloses years of supply-chain restructuring costs after SEC staff repeatedly challenged which charges belonged outside GAAP earnings.
SEC Correspondence Focus · September 7, 2026

SEC Pressed Cooper Companies on Non-GAAP Gross Profit, Tax Adjustment

A year-long comment-letter dialogue pushed Cooper Companies to defend and eventually narrow its non-GAAP presentations while adding new segment and disclosure detail.
SEC Correspondence Focus · September 6, 2026

SEC Presses Coeur Mining on Non-GAAP Adjustments at Rochester, Las

Staff pushed Coeur Mining through months of comment letters over inventory-related add-backs to Adjusted EBITDA, forcing new disclosure but no retreat on the underlying adjustments.
SEC Correspondence Focus · September 6, 2026

Lululemon Cuts Full-Year Sales Outlook to $10.35 Billion

The athletic-apparel maker now expects fiscal 2026 net revenue of $10.350 billion to $10.500 billion, a 5% to 7% decline.
Earnings · September 4, 2026

Guidewire Revenue Growth Slowed to 15% in Fourth Quarter

The insurance-software platform posted $411.1 million of fourth-quarter revenue and guided first-quarter fiscal 2027 sales to $372 million to $378 million.
Earnings · September 4, 2026

Docusign Lifts Fiscal 2027 Revenue Outlook to $3.5 Billion

The agreement-software company guided annual recurring revenue growth to 8.50%–9.00% and said IAM would reach 18%–19% of ARR by year-end.
Earnings · September 4, 2026

AbbVie Completes $10.9 Billion Cash Purchase of Apogee

The immunology-focused drugmaker closed the all-cash deal that folds a late-stage atopic dermatitis antibody and a respiratory pipeline into its franchise.
Deals · September 4, 2026

Brown-Forman Organic Sales Turn Down 1% After Growth

The spirits maker posted $911 million in first-quarter net sales and reaffirmed a plan for roughly flat organic revenue in fiscal 2027.
Earnings · September 3, 2026

Argan Revenue Growth Accelerates to 61.5% at $384 Million

The power and industrial construction firm posted record net income of $53.3 million, or $3.76 a share, in the quarter ended July 31, 2026.
Earnings · September 3, 2026

Skyworks to Close Qorvo Combination Within Calendar Year

The analog and mixed-signal semiconductor maker said regulatory approvals are progressing and it is preparing to close as early as within the fiscal year.
Deals · September 3, 2026

MongoDB Revenue Growth Accelerates To 30% At $771.8 Million

The database company posted $40.9 million of GAAP net income, or $0.50 a share, and raised full-year fiscal 2027 revenue guidance.
Earnings · September 2, 2026

Graco to Buy Valco Melton in $447 Million Cash Deal

The fluid-handling equipment maker said the purchase adds precision adhesive dispensing and vision-based quality-assurance systems to its Industrial division.
Deals · September 2, 2026

American Healthcare REIT to Buy Kensington Senior Living for $572 Million

The healthcare REIT said the eight-community asset purchase extends its higher-acuity senior housing platform in affluent, supply-constrained U.S. markets.
Deals · September 2, 2026

Helen of Troy's Order Cuts Sharpen Consumer Trade-Down Story

Helen of Troy disclosed a realized drop in retailer replenishment orders tied to softer demand, while Petco, Oxford Industries and Zumiez detailed how price sensitivity and trade-down behavior are reshaping category and promotional dynamics.
Theme Survey · September 1, 2026

Baxter Recalls Duo-Vent Solution Sets

Baxter Healthcare Corporation issued a Class I recall of Duo-Vent Solution Sets after customer reports of air bubbles in the drip chamber and tubing.
FDA · August 31, 2026

Walmart and TJX Buy Back More Stock

Retail giants kept buying shares while software and home-goods firms paused or stopped repurchases.
Filing Trends · August 31, 2026

Hormel Raises Adjusted Earnings Outlook to $1.45-$1.51

The branded food company posted $2.96 billion of third-quarter net sales as organic sales reversed from growth to a 2% decline.
Earnings · August 28, 2026

Gap Comparable Sales Turn Down 1% After Ninth Straight Gain

The apparel company posted $3.7 billion of second-quarter net sales and raised its adjusted full-year earnings outlook to about $2.35 to $2.45 a share.
Earnings · August 28, 2026

Dollar General Lifts Full-Year EPS Outlook to $8.00

The neighborhood general store posted $2.48 a share in the 13 weeks ended July 31, 2026, and raised its fiscal 2026 earnings range.
Earnings · August 28, 2026

Best Buy Lifts Comparable Sales Outlook to 3.0%

The electronics retailer posted 4.1% enterprise comparable sales growth in the 13 weeks ended Aug. 1 and raised full-year adjusted diluted EPS guidance to $6.70 to $6.90.
Earnings · August 28, 2026

Affirm RLTC Growth Accelerates to 41% Year Over Year

Revenue less transaction costs reached $498 million in the third fiscal quarter as GMV growth cooled to 35%.
Earnings · August 28, 2026

Electronics Distributors Face Widening Supply Chain Squeeze

Four electronics companies said memory, sole-source parts, supplier consolidation, and tariffs are tightening their supply chains at once.
Filing Trends · August 27, 2026