The Tip Desk

Small-Caps — page 4

National Energy Services Reunited Posts Record Quarter as Margins Expand

National Energy Services Reunited (NESR) reported revenue of $520.8 million in the second quarter, up 59.1% from a year earlier and up 28.7% from the first quarter.
Earnings · August 10, 2026

Ceco Raises Outlook as Thermon Deal Accelerates Growth

Second-quarter revenue climbed 54% to $285.0 million as the Thermon acquisition entered the results.
Earnings · August 10, 2026

WEBTOON to Buy RI Games in $100 Million Mixed-Structure Deal

The webcomics platform is building an in-house pipeline to turn hit series into mobile and interactive games.
Deals · August 10, 2026

RUM Group to Acquire Northern Data AG in Strategic AI Infrastructure Deal

The acquisition combines scaled AI compute with a video creator community to establish a new cloud and AI-infrastructure business unit.
Deals · August 10, 2026

Rocket Lab to Buy Iridium in $8 Billion Cash-and-Stock Deal

The acquisition would create a vertically integrated space company spanning launch, satellite manufacturing, spectrum, and on-orbit communications services.
Deals · August 10, 2026

Quantum Computing to Buy NHanced Semiconductors in $73.1 Million Mixed Deal

The acquisition launches QCi's second fabrication facility years ahead of schedule, adding advanced packaging and photonic integration capacity to the company's commercialization roadmap.
Deals · August 10, 2026

Ondas to Buy Cyberhawk in $125 Million Mostly Cash Deal

The acquisition would extend Ondas from autonomous data collection into software-enabled inspection and AI-driven infrastructure intelligence.
Deals · August 10, 2026

California Resources to Buy Crimson Midstream Pipeline Assets for $63 Million

The all-cash deal for Crimson's California pipeline and storage network extends CRC's push to knit its upstream production together with the infrastructure that moves it.
Deals · August 10, 2026

Amneal Completes Acquisition of Kashiv BioSciences

The deal knits Kashiv's biosimilars manufacturing and pipeline into Amneal's commercial network, giving the company a platform aimed at more than $300 billion in biologics set to lose patent protection over the next decade.
Deals · August 10, 2026

Archer Aviation to Acquire Boeing's Wisk Aero, Insitu and SkyGrid Units

The deal folds a $200 million-plus defense revenue stream and autonomy software from three Boeing subsidiaries into Archer's air-taxi platform, betting on physical AI as its next growth leg.
Deals · August 10, 2026

Ziff Davis Posts EPS Rebound as Revenue Declines

Free cash flow doubled from a year earlier to $54.0 million.
Earnings · August 7, 2026

Wendy’s Withdraws Outlook as U.S. Sales Slide

Second-quarter revenue rose 1.7% to $570.6 million even as restaurant traffic remained under pressure.
Earnings · August 7, 2026

Interface Lifts Outlook as Margins Widen

Second-quarter net sales rose 5.4% to $395.7 million.
Earnings · August 7, 2026

Spectrum Brands Swings to Loss on HPC Impairment Despite Sales Surge

Spectrum Brands Holdings posted a $20.3 million net loss in its fiscal third quarter even as net sales rose 7.7% and adjusted EBITDA more than doubled.
Earnings · August 7, 2026

Ellington Financial's Profit Slides as Litigation Gain Fades

Ellington Financial reported net income of $54.4 million, or $0.43 a share, for the second quarter of 2026, down from $95.5 million a year earlier as one-time gains rolled off.
Earnings · August 7, 2026

Tarsus Pharmaceuticals to Acquire Alkeus Pharmaceuticals to Expand Retina Pipeline

The acquisition adds a Phase 3 clinical program for Stargardt disease as Tarsus seeks to increase its presence in the high-growth retina specialty.
Deals · August 7, 2026

Nuvei to Acquire Payoneer in $2.75 Billion Cash Deal

The acquisition combines Nuvei's payment acceptance with Payoneer's cross-border payouts to create a global financial infrastructure leader.
Deals · August 7, 2026

iRhythm to Buy Vital Connect in $287.5 Million Cardiac-Monitoring Deal

iRhythm said the acquisition would immediately widen its addressable market and push the company beyond ambulatory cardiac monitoring into a broader cardiac monitoring and intelligence platform.
Deals · August 7, 2026

Harrow to Buy TYRVAYA Assets in Deal Worth Up to $100 Million

The asset purchase would add a second mechanism of action to Harrow’s dry-eye portfolio alongside VEVYE.
Deals · August 7, 2026

Guardian Pharmacy Services to Acquire Wellness Concepts

The acquisition expands Guardian's geographic footprint in the Shenandoah Valley through the addition of a Virginia-based long-term care pharmacy.
Deals · August 7, 2026

Nielsen to Buy DoubleVerify in Merger Deal

DoubleVerify withdrew its outlook and suspended investor calls while the Nielsen transaction remained pending.
Deals · August 7, 2026

Brady Completes $1.4 Billion Cash Purchase of Honeywell's PSS Unit

The deal folds Honeywell's mobile-computing and scanning business into Brady's identification and safety portfolio, pushing the combined company into a $9 billion productivity-solutions market.
Deals · August 7, 2026

Small Caps Leverage Pricing Power Amidst Input Volatility

Smaller companies are successfully raising prices and subscription fees to offset rising costs and shifting consumer behavior.
Small-Cap Signal · August 6, 2026

Tripadvisor Agrees to Sell TheFork to American Express for $700 Million

The all-cash sale would give Tripadvisor greater capital-allocation flexibility as it concentrates on travel experiences.
Deals · August 6, 2026

CD&R Adjusts Stake Following Resideo Spin-Off

The investor exchanged preferred shares and extended lock-up restrictions as Resideo separated its global specialty distributor segment.
Stake Watch · August 5, 2026

Market Gains Mask Asset Managers’ Flow Strain

Asset appreciation lifted AUM across major managers, while persistent redemptions and slower fundraising exposed weaker underlying growth.
Filing Trends · August 5, 2026

LCI Lifts Profit as Aftermarket Offsets RV Slump

Adjusted net sales declined 4.5% to $1.057 billion after accounting for expected tariff-refund pass-throughs.
Earnings · August 5, 2026

LCI Industries, Patrick Industries Agree to All-Stock Merger

The combination pairs Lippert's structural components business with Patrick's aftermarket distribution network to create an $8.1 billion revenue platform serving RV, marine, powersports and housing OEMs.
Deals · August 5, 2026

Howard Hughes to Buy Vantage Group in $2.1 Billion All-Cash Deal

The insurer acquisition gives Howard Hughes a second operating platform alongside its communities business, formalizing Bill Ackman's push to remake the company as a diversified holding company.
Deals · August 5, 2026

CoreCivic Sells Two Facilities in $734 Million Asset Deal

The prison operator planned to direct the proceeds toward corporate purposes including debt reduction and share repurchases.
Deals · August 5, 2026