A Profit Plunge Masks Timken’s (TKR) Real Momentum Story
On August 4, Timken (NYSE:TKR) reported second-quarter results that read like two different stories depending on which line you stop at.
Insider Monkey Blog
Spyre (SYRE) Clears Monotherapy Phase for IBD Portfolio, Setting Up Combination Tests
On September 8, Spyre Therapeutics (NASDAQ:SYRE) announced that SPY003, its anti-IL-23 antibody, hit its primary endpoint in Part A of the Phase 2 SKYLINE trial, posting a 10....
SentinelOne (S) Expands Wayfinder With OpenAI’s Newest Cyber Model
On September 3, SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new tools built on OpenAI's latest cyber-focused model, arriving just a week after the company...
Mosaic (MOS) Bets On Enzymes While Its Core Business Bleeds
On August 17, Mosaic Biosciences, a unit of The Mosaic Company (NYSE:MOS), launched Renuvis Enzara, an enzyme-based treatment meant to speed up how fast crop residue breaks down...
Hess Midstream (HESM) Boosts Its Payout As Volumes Keep Sliding
On August 3, Hess Midstream LP (NYSE:HESM) reported second-quarter results that raised more questions than they answered.
AECOM (ACM) Lands Ireland’s Biggest Rail Contract Amid A Costly Charge
On September 10, Transport Infrastructure Ireland named a joint venture between Jacobs (NYSE:J) and AECOM (NYSE:ACM) as program delivery partner for MetroLink, a project set to...
QIAGEN (QGEN) Rolls Out QIAsymphony Connect Following Q2 Outperformance
On August 27, QIAGEN N.V.
Cellectis (CLLS) Exits Two CAR-T Programs. Can Gene Editing Justify the Clinical Reset?
Cellectis S.A. (NASDAQ:CLLS) announced on September 14 that its board approved a strategic transformation on September 11.
Boston Omaha (BOC) Authorizes $30M Buyback. Can Cash Cover it Before the Insurance Sale?
Boston Omaha Corporation (NYSE:BOC) announced on September 11 that its board authorized up to $30 million of Class A share repurchases, effective November 1, 2026.
Rexford Industrial (REXR) Bets $1.2B On A Leaner Future
On August 18, Rexford Industrial Realty (NYSE:REXR) announced a definitive agreement to sell a $1.2 billion industrial portfolio to an affiliate of EQT Real Estate, a deal expected...
Gran Tierra Energy (GTE) Seeks Consent on $479.4M of Notes. Can its Colombia Exit Advance?
Gran Tierra Energy Inc. (NYSEAMERICAN:GTE) launched a consent solicitation on September 11 covering $479.353 million of 9.75% senior secured amortizing notes due 2031.
GE HealthCare (GEHC) Reportedly Eyes $1B Sofie Deal. What Would Ownership Add?
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is reportedly discussing a possible $1 billion acquisition of Sofie Biosciences.
SEALSQ (LAES) Reported a $32.2M Half-Year Operating Loss. Can Revenue Catch Up With Spending?
SEALSQ Corp (NASDAQ:LAES) disclosed a $32.2 million operating loss for the six months ended June 30, 2026, versus $21.2 million a year earlier.
Lineage’s (LINE) Warehouses Are Filling Up, But Profits Are Not
On August 5, Lineage Inc. (NASDAQ:LINE) reported second-quarter 2026 results that pull in two directions at once.
AMREP (AXR) Revenue Fell 66%. Can Homebuilding Replace Lost Land Sales?
AMREP Corporation (NYSE:AXR) reported on September 11 that revenue fell 66% to $6.1 million for the fiscal first quarter ended July 31, 2026, from $17.9 million a year earlier...
Vicor (VICR) Plans Two More ChiP Fabs. Can Utilization Justify Expansion?
Vicor Corporation (NASDAQ:VICR) announced on September 11 that it is purchasing a 334,000-square-foot building on 66 acres in Merrimack, New Hampshire, and another 54 acres in...
Coffee Holding (JVA) Hit a 25% Gross Margin. Can Profits Outlast Tariff Refunds?
Coffee Holding Co., Inc. (NASDAQ:JVA) reported fiscal third-quarter gross margin of 25%, compared with a revised 9.4% a year earlier.
Rent the Runway (RENT) Grew Revenue 20.8%. Can Higher Spending Produce Sustainable Cash Flow?
Rent the Runway, Inc. (NASDAQ:RENT) reported on September 11 that revenue for the quarter ended July 31 increased 20.8% to $97.7 million.
Vaxcyte (PCVX) Brings In Pharma Veterans As Its Big Test Nears
On September 3, Vaxcyte (NASDAQ:PCVX) announced two new C-suite hires and moved up the date for its most important looming catalyst.
Redwood Trust (RWT) Prices $185M of Convertibles. Does Maturity Relief Justify Higher Interest?
Redwood Trust, Inc. (NYSE:RWT) priced $185 million of 7% convertible senior notes due September 2030 on September 11, 2026.
Hudson Pacific (HPP) Extends $1.1B Hollywood Loan. Can Leasing Improve?
Hudson Pacific Properties, Inc. (NYSE:HPP) secured more time to strengthen its Hollywood Media Portfolio.
Scholar Rock Holding (SRRK) Wins FDA Approval for ISEMBYLD. Can Add-On Use Scale?
Scholar Rock Holding Corporation (NASDAQ:SRRK) secured FDA approval on September 11 for ISEMBYLD, apitegromab-mstn, to treat spinal muscular atrophy in adults and children aged...
Cullinan Therapeutics (CGEM) Reports a Six-Month PFS Gain. Can it Justify Higher Toxicity?
Cullinan Therapeutics, Inc.
Liberty Global (LBTYA): Can £600M of Proposed Virgin Media O2 Cuts Reduce Debt?
Liberty Global Ltd. (NASDAQ:LBTYA) is reportedly pursuing a £600 million reduction in Virgin Media O2’s costs alongside its joint-venture partner.
Forgent (FPS) Powers 11% Higher on Swing to Profits, Upbeat Outlook
Forgent Power Solutions (NYSE:FPS) rallied for a second day on Wednesday, jumping 11.10 percent to close at $34.84 apiece after swinging to profits in the fourth quarter of fiscal...
Jim Cramer Says He Is “Worried About” Uber (UBER)
When a caller inquired if they should buy, sell, or “ride with” Uber Technologies, Inc.
Jim Cramer Sees Boeing (BA) Rising If Oil Peaks
On September 11, a caller praised The Boeing Company’s (NYSE:BA) CEO and asked when the company would overcome the ongoing labor uncertainty and finally move beyond years of...
Pharming Group (PHAR) Expands Joenja’s Pediatric Label. Can Growth Offset RUCONEST Weakness?
Pharming Group N.V. (NASDAQ:PHAR) announced on September 11 that the U.S.
Seagate (STX) Retired its 2028 Notes. Was the Cash and Share Cost Worth it?
Seagate Technology Holdings plc (NASDAQ:STX) announced on September 9 that its subsidiary, Seagate HDD Cayman, completed the redemption and exchange of its remaining 3.50% exchangeable...
American Tower (AMT) Priced $1.6 Billion of Notes. Is $88.8 Million a Year Worth Longer Terms?
American Tower Corporation (NYSE:AMT) priced $1.6 billion of senior notes on September 9: $500 million at 5.300% due 2031, $500 million at 5.560% due 2033, and $600 million at...
Alcoa (AA) Priced $2.6 Billion of Acquisition Notes. Can the Assets Cover $175 Million in Interest?
Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries.
Cognyte (CGNT) Grew Total Software Revenue 21%. Can the Mix Offset Weak Billings?
Cognyte Software Ltd. (NASDAQ:CGNT) reported on September 9 that revenue for the fiscal second quarter ended July 31, 2026, increased 12.0% to $109.2 million.
Oddity Tech’s Revenue Fell 25%. Is the IL MAKIAGE Advertising Fix Working?
Oddity Tech Ltd. (NASDAQ:ODD) reported second-quarter revenue of approximately $181 million on September 9, down 25% from $241 million a year earlier.
Korn Ferry (KFY) Grew Contracted Fees 14%. Can AMS Add Growth Without Squeezing Margins?
Korn Ferry (NYSE:KFY) reported fiscal first-quarter fee revenue of $756.5 million on September 9, up 7% year over year.
Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?
Core & Main, Inc. (NYSE:CNM) reported quarterly sales of $2.145 billion on September 9, up 2.5%. Company-defined non-GAAP adjusted EBITDA reached $274 million.
Mission Produce (AVO) Raises Calavo Synergy Target Above $30 Million. Can Margins Recover?
Mission Produce, Inc. (NASDAQ:AVO) reported September 8 results for its fiscal third quarter ended July 31.
Wealthfront (WLTH) Tops $100 Billion in Platform Assets. Can Revenue and Margins Catch Up?
Wealthfront Corporation (NASDAQ:WLTH) reported on September 9 that fiscal second-quarter revenue increased 1% to $91.9 million, despite platform assets rising 12% to $99 billion...
Sunbelt Rentals (SUNB) Raises Guidance. Will Higher Fleet Spending Deliver Cash?
Sunbelt Rentals Holdings, Inc.
AeroVironment (AVAV) Has $1.5 Billion in Funded Backlog. Can Conversion Support Guidance?
AeroVironment, Inc. (NASDAQ:AVAV) reported on September 9, 2026, that revenue for fiscal Q1 2027, ended August 1, 2026, increased 6% to $480.5 million.
Hawaiian Electric (HE): Does a $1 Billion Bank IPO Valuation Matter?
Hawaiian Electric Industries, Inc. (NYSE:HE) has a potential valuation benchmark for its retained American Savings Bank investment.
Granite Construction (GVA) Wins $23.7 Million Road Contract. Can Repeat Work Lift Margins?
Granite Construction Incorporated (NYSE:GVA) announced on September 9 that the Federal Highway Administration's Western Federal Lands Highway Division awarded it an approximately...
Tyra Biosciences (TYRA) Dabogratinib Delivers 57% Complete Response Rate in Phase 2 Trial. Is Phase 3 Supported?
Tyra Biosciences, Inc. (NASDAQ:TYRA) reported initial Phase 2 SURF302 results on September 9 for dabogratinib, an investigational oral FGFR3 inhibitor.
Fox (FOXA) Faces a Deeper DOJ Review of Roku (ROKU). Can the Deal Still Deliver?
Fox Corporation (NASDAQ:FOXA) disclosed on September 9 that the U.S.
Hedge Fund Resource Center
