The Tip Desk

Small-Caps — page 8

Fulton Financial's Margin Holds Up as Blue Foundry Deal Closes

Fulton Financial (FULT) grew net interest income to $284.3 million in the second quarter as the Blue Foundry Bancorp acquisition padded loan and deposit totals while organic commercial lending kept softening.
Earnings · July 23, 2026

First Bancorp's NIM Hits 4.87% as Deposit Mix Shifts Wholesale

First Bancorp's net interest margin expanded 12 basis points to 4.87% in the second quarter, its fifth straight quarterly gain, even as core deposit growth stalled and government and brokered funding filled the gap.
Earnings · July 23, 2026

Cleveland-Cliffs Swings to Positive Cash Flow as Margins Rebound

Cleveland-Cliffs (CLF) tripled Adjusted EBITDA to $286 million in the second quarter and guided for it to more than double again in the third.
Earnings · July 23, 2026

ARMOUR Residential Swings to Profit as Rate Hedges Pay Off

ARMOUR Residential REIT (ARR) posted $111.5 million in net income to common stockholders, reversing a $58.0 million loss the prior quarter as swap gains offset a widening equity base.
Earnings · July 23, 2026

USA Rare Earth to Acquire Carester Assets in France Processing Deal

The asset purchase deepens USA Rare Earth's April stake in the French separation specialist into full ownership of its processing platform, tying Carester's output to feedstock from Round Top and Serra Verde.
Deals · July 23, 2026

Passive Ownership Shifts in Index Holdings

Recent data shows significant changes in the share of reported holdings held by passive funds.
Passive Ownership Watch · July 22, 2026

Forestar Lot Sales Stabilize as Land Pipeline Keeps Shrinking

Forestar Group posted 9% net income growth to $35.9 million in the fiscal third quarter as lot sales edged up 1% after two straight quarterly declines, even as its owned-and-controlled land position kept contracting.
Earnings · July 22, 2026

Cal-Maine Swings to Loss as Egg Prices Collapse

Cal-Maine Foods reported a fourth-quarter net loss of $35.9 million as conventional egg prices fell 70.9% from a year earlier, ending a run of pandemic-era profits.
Earnings · July 22, 2026

Public Storage Completes $10.5 Billion National Storage Affiliates Deal

The all-stock acquisition expanded Public Storage’s global platform to more than 4,500 properties.
Deals · July 22, 2026

Progress Software to Buy Domo AI and Data Business for $400 Million

The asset purchase allows Progress to integrate Domo's data platform while the target preserves over $900 million in tax attributes.
Deals · July 22, 2026

NOVAGOLD to Buy Paulson Donlin Stake in $4.2 Billion All-Stock Deal

The consolidation would give the gold developer a streamlined structure for advancing and financing Donlin Gold.
Deals · July 22, 2026

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

The acquisition vertically integrates Rocket Lab's launch and satellite manufacturing with Iridium's global communications network and L-band spectrum.
Deals · July 22, 2026

Vita Coco Buys Copra in $175 Million Mixed-Consideration Deal

The acquisition added coconut-water capacity and tied further payments to Copra’s 2028 financial performance.
Deals · July 22, 2026

SEC Presses Insurers and GM to Strip Non-GAAP Cushioning

Staff comment letters in June pushed Prudential to abandon a flagship adjusted-earnings metric and forced General Motors to simplify segment math, part of a broader crackdown on non-GAAP presentation.
SEC Correspondence Watch · July 22, 2026

NeoGenomics revenue rises 11% as NGS growth slows

The oncology diagnostics company reported fourth-quarter revenue of $190 million.
Earnings · July 21, 2026

Mavis Tire Express to Buy Pep Boys in $700 Million Cash Deal

The acquisition expands Mavis's retail footprint across the Western United States and grows its network to more than 4,400 service centers.
Deals · July 21, 2026

First Financial to Buy Finward in All-Stock Deal

The transaction would extend First Financial’s reach across northwest Indiana and Chicago through a 24-location, low-cost deposit franchise.
Deals · July 21, 2026

TXNM Energy Pushes Merger Deadline to 2027 Amid Regulatory Pause

TXNM Energy extended its merger termination date to May 31, 2027, and disclosed a new $400 million term loan to unwind a voided 2025 stock transaction that has stalled New Mexico regulators' review.
Earnings · July 20, 2026

LXP Agrees to $5.2 Billion Brookfield Takeover

Shareholders would receive $61.20 a share in cash under the proposed acquisition.
Earnings · July 20, 2026

Blackstone Extends $11.5 Billion TXNM Energy Cash Deal

The extension gave the companies more time to secure New Mexico approval for a utility acquisition aimed at funding grid growth and clean-energy investment.
Deals · July 20, 2026

Magnolia Oil & Gas to Buy WildFire Energy in $4.06 Billion Deal

The deal more than doubles Magnolia's Giddings footprint and knits together a contiguous Eagle Ford and Austin Chalk position in South Texas, all while staying immediately accretive to per-share metrics.
Deals · July 20, 2026

Brookfield, CPP Investments to Buy LXP in $5.2 Billion Cash Deal

The buyers targeted a nationwide logistics portfolio with durable leases and opportunities for active asset management.
Deals · July 20, 2026

Netskope and Gloo Lead Weekly Insider Buying Clusters

Six companies saw coordinated open-market purchases by executives and directors this week.
Insider Signal · July 17, 2026

WaFd Holds Margin as Credit Provision Climbs

Net interest income rose 2% QoQ to $181.3 million as funding costs eased.
Earnings · July 17, 2026

ManpowerGroup Returns to Profit as Adjusted EPS Hits Five-Quarter High

ManpowerGroup swung to $53.5 million in net earnings and posted adjusted earnings of $0.99 a share, its strongest print in five quarters.
Earnings · July 17, 2026

Kimbell Adds Multi-Basin Scale With $215 Million Drop-Down

The acquired assets are expected to produce 2,347 barrels of oil equivalent a day in the third quarter.
Earnings · July 17, 2026

Howard Hughes Names Insurance Chiefs as MPC Growth Slows

Howard Hughes Holdings reported Q1 2026 net income of $8.2 million, down from $10.5 million a year earlier, as it installed new leadership atop its recently closed $2.1 billion Vantage insurance acquisition.
Earnings · July 17, 2026

Arcutis Adds Mirum CEO to Board as ZORYVE Turns Profitable

Arcutis Biotherapeutics named Mirum Pharmaceuticals CEO Chris Peetz to its board effective July 15, 2026, a governance move that arrives without the quarterly revenue or guidance update that accompanied each of its prior four releases.
Earnings · July 17, 2026

USA Rare Earth to Buy SVRE Holdings in $300 Million Mixed Deal

The acquisition utilizes a mixed consideration structure to integrate SVRE Holdings into USA Rare Earth's strategic operations.
Deals · July 17, 2026

Kimbell Royalty Partners to Buy $215.4 Million Drop Down Royalty Package

The related-party acquisition marks Kimbell's second drop down since its 2017 IPO and deepens its footprint across four basins including the Eagle Ford and Permian.
Deals · July 17, 2026