58 US companies filed quarterly results with the SEC (8-K Item 2.02). We read 50 and called the likely one-week price move. Calls are graded in the open.
TriSalus Life Sciences reported Q3 revenue of $12.9 million, a 11.3% increase year-over-year, and revised 2026 revenue guidance to $46-48 million, while also announcing favorable reimbursement policies for 2027. However, this news is likely already priced in, given the routine nature of the earnings report and lack of significant surprises.
OUR ANALYSIS → VIEW 8-K →The filing provides a quarterly performance analysis for the TIAA Real Estate Account, comparing its adjusted total return to the NCREIF Fund Index - Open End Diversified Core Equity, but does not contain any quantified surprises or significant events that would impact the stock price.
OUR ANALYSIS → VIEW 8-K →MaxCyte is acquiring Akron BioProducts for $105 million in cash, 20.6 million shares of common stock, and $20 million in deferred cash payments, which will lead to dilution for existing shareholders. The deal is subject to customary closing conditions and is expected to close before the end of 2026.
OUR ANALYSIS → VIEW 8-K →Palladyne AI Corp. reported record third-quarter 2026 results with revenue increasing 895% year-over-year and 48% sequentially to $8.6 million, and raised the bottom end of its full-year 2026 revenue guidance to $25 million
OUR ANALYSIS → VIEW 8-K →The company reported a decrease in revenue to $5.5M, but an increase in gross margin to 75% and Adjusted EBITDA margin to 15%, with positive cash flow from operations, indicating a resilient business model despite a softer press release market.
OUR ANALYSIS → VIEW 8-K →PowerCompute reported a 20% year-over-year increase in Bitcoin production and an 11.4% increase in active hashrate, with no new debt issued to fund the fleet refresh, but this update is likely already priced in as it's a monthly operational update without significant surprises.
OUR ANALYSIS → VIEW 8-K →The company reported initial Phase 2 results for oral dabogratinib, demonstrating a 79% overall response rate and 64% complete response rate, and completed a $400 million financing, but the impact is neutral as the results, although promising, are still early-stage and the financing, while providing additional capital, also represents dilution.
OUR ANALYSIS → VIEW 8-K →Coya Therapeutics reports Q3 financial results with a net loss of $10.6 million and announces the completion of enrollment in its Phase 2/3 ALSTARS trial, with topline data anticipated in early Q2 2027. The company has sufficient cash to fund operations past the trial's topline data readout and into the second half of 2027.
OUR ANALYSIS → VIEW 8-K →The company announced pipeline progress and business updates, including the dosing of the first patient in a Phase 1/2 clinical trial for XTX501 and advancements in other preclinical programs, but did not report any quantified surprises or significant financial updates.
OUR ANALYSIS → VIEW 8-K →Arbutus reported a strong financial position with $337.5M in cash and marketable securities, returned $230M to shareholders via a tender offer, and had the FDA lift the clinical hold on its oral PD-L1 inhibitor, AB-101. The company also expanded its international patent infringement enforcement against Pfizer and BioNTech.
OUR ANALYSIS → VIEW 8-K →CalciMedica's cash position of $13.8 million is expected to fund operations into the second half of 2027, and the company anticipates multiple catalysts over the next 12 months, including Auxora Phase 1b proof-of-concept data in pulmonary hypertension and CM5480 IND submission, both in mid-2027. However, there are no quantified surprises in the filing, such as earnings or guidance beats, or a conf
OUR ANALYSIS → VIEW 8-K →LENSAR's Q3 revenue declined 1% year-over-year, but recurring revenue grew 17% to $12.6 million, and the company's ALLY installed base expanded 22% year-over-year, indicating a strong operational foundation for future growth.
OUR ANALYSIS → VIEW 8-K →Hemab Therapeutics reported third quarter 2026 financial results and provided a corporate update, including the initiation of a pivotal Phase 3 trial and positive data from clinical trials, but no quantified surprises were disclosed.
OUR ANALYSIS → VIEW 8-K →Sionna Therapeutics reported a strong cash position of $249.8 million, expected to fund operations into the second half of 2029, and is advancing its SION-451 + SION-2222 dual combination into a Phase 2 proof-of-concept trial, but the update lacks a significant quantified surprise to drive a substantial stock move
OUR ANALYSIS → VIEW 8-K →Ovid Therapeutics reported a cash position of $161.4 million, expected to last into 2029, and provided updates on its pipeline, including the advancement of OV329 in a global Phase 2 focal epilepsy study and the progression of OV4071 in a Phase 1 single- and multiple-ascending dose study, but no significant quantified surprises were disclosed
OUR ANALYSIS → VIEW 8-K →D-Wave Quantum Inc. reported a 21% year-over-year increase in revenue and a 611% increase in year-to-date bookings, with remaining performance obligations of $38.3 million, up 1,221% year over year. The company also announced a definitive agreement for up to $100 million in U.S. CHIPS and Science Act funding to support development of next-generation quantum computers.
OUR ANALYSIS → VIEW 8-K →The company is using the extended transition period for complying with new financial accounting standards and announced its financial results, but the key points are the proposed change of its legal seat and a potential business combination with Sports One, which may lead to dilution if completed.
OUR ANALYSIS → VIEW 8-K →Veradermics reported positive topline results from two Phase 3 trials for VDPHL01, a potential treatment for pattern hair loss, and has a strong cash position of $798.4 million to fund operations into 2030
OUR ANALYSIS → VIEW 8-K →Aviat Networks reported a net loss of $2.8 million and revenue of $102.0 million for its fiscal 2027 first quarter, missing expectations, but record bookings of over $150 million signal growing momentum with North American utility companies. The company updated its fiscal 2027 full year guidance with revenue between $450 and $475 million and adjusted EBITDA between $50.0 and $55.0 million.
OUR ANALYSIS → VIEW 8-K →MasterCraft Boat Holdings, Inc. reported a 123.4% increase in net sales to $154.1 million for the first three months of its transition period, driven by the Marine Products Transaction and strong performance in its legacy business, with Adjusted EBITDA growing $13.1 million to $20.1 million
OUR ANALYSIS → VIEW 8-K →Exagen Inc. reported a 7% increase in revenue to $18.4 million and a 30% improvement in adjusted EBITDA loss, with a reiterated full-year 2026 revenue guidance of $72 million to $75 million. The company's financial performance and pipeline development efforts, including the upcoming launch of its myositis offering, are notable positives.
OUR ANALYSIS → VIEW 8-K →Ambiq Micro reported a 110% year-over-year increase in net sales and a 132% increase in gross profit, with guidance for fourth quarter net sales of $43.5-44.5 million, indicating strong demand for edge AI solutions. The company's expanding customer base and growing portfolio position it for significant growth opportunities.
OUR ANALYSIS → VIEW 8-K →Kustom Entertainment, Inc. reports a 57% revenue increase and net income of $2.3 million for the third quarter, with a substantially strengthened balance sheet, but the loss from continuing operations was $2.7 million, which may impact investor sentiment. The company's deliberate investment in customer acquisition and marketing to drive TicketSmarter platform growth is a key factor in the revenue
OUR ANALYSIS → VIEW 8-K →The filing appears to be a routine submission with no quantified surprises, and does not contain any material information that would likely impact the stock price.
OUR ANALYSIS → VIEW 8-K →The company's third-quarter net loss increased to $73.6 million, primarily due to increased spending on clinical trials and research activities, and they ended the quarter with $413.8 million in cash, cash equivalents, and marketable securities. No quantified surprise was reported in the filing.
OUR ANALYSIS → VIEW 8-K →908 Devices reported a 35% year-over-year revenue increase to $19 million, beating expectations, and raised the low end of its 2026 revenue guidance range to $68.5 million to $70.0 million, representing 22% to 25% growth compared to 2025 revenue.
OUR ANALYSIS → VIEW 8-K →Liquidia Corp reported a 31% increase in YUTREPIA net product sales to $222.7 million and a fifth consecutive quarter of increasing non-GAAP adjusted EBITDA to $140.5 million, but also recorded a net loss of $236.3 million due to a $389.7 million litigation settlement charge
OUR ANALYSIS → VIEW 8-K →Black Diamond Therapeutics announced positive updated Phase 2 results for silevertinib, demonstrating robust CNS activity and a clear path to potential registration in 1L EGFR-NCM NSCLC, with the FDA providing feedback supporting pivotal development and potential accelerated approval
OUR ANALYSIS → VIEW 8-K →Ampco-Pittsburgh Corporation reported a 3% increase in net sales to $111.7 million and a net income of $0.5 million, or $0.02 per share, with adjusted EBITDA increasing 2% to $9.4 million, driven by improved manufacturing efficiency and higher sales in the Air and Liquid Processing segment, and a significant increase in backlog to $379.5 million
OUR ANALYSIS → VIEW 8-K →Alpha Pro Tech, Ltd. reported a 12.3% increase in net sales to $16.6 million and a 97.2% increase in net income to $1.9 million for the third quarter of 2026, driven by strong sales of disposable protective apparel and building products.
OUR ANALYSIS → VIEW 8-K →The company reported a net loss of $11.0 million and a cash burn of $7.1 million, with $276.3 million in cash and cash equivalents, and announced a share repurchase program of up to $25 million, but there are no significant quantified surprises in the filing.
OUR ANALYSIS → VIEW 8-K →Dominari Holdings Inc. reported a net loss of $1.9 million in Q3 2026, a 65% decrease from Q2 2026, and announced a stock repurchase program, but revenue declined 69% year-over-year due to lower underwriting revenue and carried interest. The company's operating loss narrowed by 16% year-to-date, driven by a 25% reduction in operating costs and expenses.
OUR ANALYSIS → VIEW 8-K →KULR Technology Group reports a 197% year-over-year increase in third-quarter revenue to $7.4 million, driven by a 299% increase in product sales, and announces a reduction in force expected to generate $4 million in annualized cost savings, with the company ending the quarter with $54.5 million in cash and no debt
OUR ANALYSIS → VIEW 8-K →Atossa Therapeutics reported its third quarter 2026 financial results and provided a corporate update, including a contingent value rights agreement that entitles holders to share in 25% of the net proceeds from the sale of the first priority review voucher awarded to Atossa, with no quantified surprise or significant news that would impact the stock price beyond 1.5% in a week
OUR ANALYSIS → VIEW 8-K →Corbus Pharmaceuticals reported positive topline data from the CANYON-1 Phase 1b study of CRB-913 in obesity, demonstrating a mean weight loss of 5% after 12 weeks at 60 mg daily dose with no plateau observed and favorable safety and tolerability, and also initiated dosing in the TEMPO-1 registrational study of sutantatug envedotin in patients with 2L+ oropharyngeal cancer
OUR ANALYSIS → VIEW 8-K →Jerash Holdings reported strong fiscal 2027 second quarter results with revenue increasing 19.8% to $50.3 million and net income advancing to $2.2 million, 4.5 times the prior year quarter, driven by higher shipment volumes, automation-related efficiency gains, and tighter controls on wastage allowances.
OUR ANALYSIS → VIEW 8-K →The company reported a net loss with $0 revenue for the third quarter, and while they have made progress in regulatory submissions and partnerships, there is no quantified surprise in the filing to drive a significant price move.
OUR ANALYSIS → VIEW 8-K →The company announced a $50 million public offering and has a cash runway into the first quarter of 2028, but the offering represents dilution, and the update on rezatapopt monotherapy interim ovarian cancer data, although favorable, does not appear to be a significant surprise relative to expectations.
OUR ANALYSIS → VIEW 8-K →Alliance Laundry Holdings Inc. reported strong Q3 results with net revenues of $461 million, net income of $65 million, and Adjusted EBITDA of $127 million, also raising full-year Adjusted EBITDA guidance to the high end of the previous range and repurchasing $75 million of common stock, which is a positive quantified surprise
OUR ANALYSIS → VIEW 8-K →HIVE reported Q2 revenue of $84.9 million, up 7.3% sequentially, with AI GPU revenue expanding 70% and $139 million in cash on the balance sheet, but also a GAAP net loss of $78 million due to non-cash charges
OUR ANALYSIS → VIEW 8-K →The company filed an 8-K regarding its merger with Planet 13, with a special meeting of Planet 13's stockholders to be held on December 10, 2026, but no new quantified financial information was disclosed, and the filing is primarily procedural and informational.
OUR ANALYSIS → VIEW 8-K →Energy Focus reported a significant increase in net sales and gross profit margin for the third quarter of 2026, driven by the expansion of its Uninterruptible Power Supply business with a new customer in Taiwan, and also received a refund of approximately $184 thousand from U.S. Customs and Border Protection, which positively impacted gross profit. The company's net income was $0.5 million, or $0
OUR ANALYSIS → VIEW 8-K →Autolus Therapeutics reported a 95% year-over-year increase in AUCATZYL net product revenue to $41.2 million and raised its full-year 2026 revenue guidance to at or exceeding $150 million, driven by growing volumes and manufacturing efficiency initiatives.
OUR ANALYSIS → VIEW 8-K →Scholar Rock agreed to sell a Rare Pediatric Disease Priority Review Voucher to BioNTech for $205 million, a significant cash infusion, and reported early demand for its newly launched therapy ISEMBYLD, with Q3 revenue of $0.6 million
OUR ANALYSIS → VIEW 8-K →Cullinan Therapeutics reported a strong cash position of $313.8 million, providing a runway into 2029, and announced several clinical trial updates, including the initiation of a potentially registrational Phase 2 study for CLN-049 and an NDA submission for zipalertinib, but no specific quantified surprises were disclosed.
OUR ANALYSIS → VIEW 8-K →Upstream Bio reported a net loss of $41.2 million for the quarter ended September 30, 2026, and had cash, cash equivalents and short-term investments of $207.4 million, which is expected to fund planned operations through 2027. The company plans to initiate Phase 3 trials in severe asthma and CRSwNP in the first quarter of 2027, but there are no quantified surprises in the announcement.
OUR ANALYSIS → VIEW 8-K →Humacyte's third-quarter sales of Symvess more than doubled to $1.0 million, with momentum expected to continue into the fourth quarter, and the company is on track to file a supplemental Biologics License Application for the ATEV in dialysis access with the FDA in November 2026.
OUR ANALYSIS → VIEW 8-K →Opus Genetics announced positive results from its Phase 1/2 trial of OPGx-BEST1 and provided a corporate update, including full enrollment of its registrational Phase 3 trial for OPGx-LCA5 and FDA clearance of the IND for OPGx-RDH12, with a cash runway into 2029. However, there are no significant quantified surprises in the announcement that would likely move the stock beyond 1.5% in a week.
OUR ANALYSIS → VIEW 8-K →PepGen announced positive Phase 2 FREEDOM2-DM1 10mg/kg results, demonstrating the highest reported splicing correction and improvements across multiple functional measures, with no treatment discontinuations or serious adverse events, and the 12.5 mg/kg cohort is fully enrolled with results expected in 1H 2027. The company also reported having $104.8M of cash as of September 30, 2026, sufficient t
OUR ANALYSIS → VIEW 8-K →Kalaris Therapeutics' Q3 update includes a delay in preliminary data from the ongoing Phase 1b/2 study of TH103 in nAMD to 2H 2027 due to a supply interruption, but the company has $82.9 million in cash to fund operations into 2028. The delay in the study may impact investor expectations, but the cash runway extension provides some stability.
OUR ANALYSIS → VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →Filed — our read is on its way.
VIEW 8-K →The material filings, RNS and EU notices in one email every market day, read and scored by AI.
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