EDGAR·FLOW

Most material SEC filings — August 5, 2026

50 filings analyzed. Top movers: WEBSTER FINANCIAL CORP, Flash Sports & Media Holdings, Inc., SAFETY INSURANCE GROUP INC, Vistagen Therapeutics, Inc., Genprex, Inc..
8-K WEBSTER FINANCIAL CORP
Banco Santander received Federal Reserve Board approval on August 4, 2026, for its acquisition of Webster Financial Corporation (holding company for Webster Bank, N.A.), a ~$80 billion asset U.S. regional bank. The transaction follows OCC approval (June 12, 2026) and ECB authorization (July 21, 2026), with closing expected August 20, 2026. Santander projects 7–8% EPS accretion and ~18% RoTE by 2028 post-integration.
▲ Likely positive · significance 98 · 8-K Agent
8-K Flash Sports & Media Holdings, Inc.
Flash Sports Media Holdings (market cap ~$3.1M) entered a non-binding term sheet on August 3, 2026, to acquire 51% controlling interest in Bongo Holdings Pte Ltd at a $35M pre-money valuation. Total consideration is $25.7M at closing (60% cash/$15.4M primary + $10.3M secondary; 40% FSM equity), plus up to $12M earnout over three years tied to 20% annual revenue and EBITDA growth. Deal includes a $500K breakup fee, $85K expense reimbursement, 5% escrow, and anticipated September 2026 closing pending audit and stockholder approval.
▲ Likely positive · significance 92 · 8-K Agent
8-K SAFETY INSURANCE GROUP INC
On July 23, 2026, Safety Insurance Group agreed to be acquired by an affiliate of Mapfre S.A. in an all-cash transaction valued at approximately $1.54 billion. Shareholders will receive $105 per share in cash, representing a 44% premium to Safety's stock price on July 23, 2026. The transaction requires stockholder approval via proxy. Separately, Safety reported Q2 2026 net income of $34.5M ($2.36/diluted share) versus $28.9M ($1.95/share) in Q2 2025; combined ratio improved to 95.7% from 98.1% YoY, driven by rate increases and underwriting discipline, though first-half results were impacted by winter weather events.
▲ Likely positive · significance 92 · 8-K Agent
8-K Vistagen Therapeutics, Inc.
On August 4, 2026, Vistagen Therapeutics received notice from Nasdaq of failure to satisfy continued listing requirements (Item 3.01). The filing provides no details on specific violations, remediation plans, or timeline. This represents a critical threat to the company's public market status and ability to access capital.
▼ Likely negative · significance 92 · 8-K Agent
8-K Genprex, Inc.
On August 4, 2026, Genprex, Inc. (market cap ~$7.5M) received notice of failure to satisfy continued listing standards and potential delisting from its exchange. Item 3.01 indicates notice of delisting or transfer of listing. No specific remediation timeline, financial metrics, or counterparty details are disclosed in this filing.
▼ Likely negative · significance 92 · 8-K Agent
8-K Upland Software, Inc.
On July 31, 2026, Upland Software received notice of delisting or failure to satisfy continued listing standards. The filing provides no specific details on which exchange, which listing rule was violated, or remediation timeline. This represents an existential threat to a company with ~$47.8M market value.
▼ Likely negative · significance 92 · 8-K Agent
8-K McKinley Acquisition Corp
McKinley Acquisition Corp (SPAC; $178.2M assets) agreed to merge with Space-Eyes, Inc., a private Delaware corporation, in an all-stock transaction dated July 30, 2026. Space-Eyes equity is valued at $275 million. The merger will be effected via domestication of SPAC from Cayman Islands to Delaware, followed by merger of SPAC's subsidiary into Space-Eyes. PIPE investors will provide up to $75 million in convertible notes and warrants ($5M initial, remainder post-closing). Company shareholders receive Domesticated SPAC Common Stock at $10.00 per share implied valuation; founders eligible for up to 8M earn-out shares at $12.50–$17.50 VWAP triggers over 5 years.
▲ Likely positive · significance 88 · 8-K Agent
8-K Reliance Global Group, Inc.
Reliance Global Group (market cap ~$5.3M) entered into a non-binding letter of intent to sell substantially all operating assets of its Altruis Benefit Consulting subsidiary for $11 million in cash ($9.35M at closing, $1.65M in 18-month escrow). The transaction would generate approximately $7.6M net incremental cash after retiring ~$4.4M term debt, eliminate ~$1M annual interest expense, and requires zero share dilution. Targeted closing within 60 days; LOI is non-binding and no assurance transaction will complete.
▲ Likely positive · significance 88 · 8-K Agent
10-Q LiveRamp Holdings, Inc.
LiveRamp completed its acquisition by Publicis Groupe S.A. (announced May 16, 2026). The exhibits show updated PSU award agreements reflecting the merger completion: upon closing, eligible PSUs equal target grant amounts (not performance-adjusted), convert to Publicis RSUs, and settle within 30 days of performance period end if employee remains through that date. No specific dollar amount, share count, or acquisition price disclosed in these exhibits.
— Neutral · significance 85 · Periodic Agent
8-K Utz Brands, Inc.
On July 20, 2026, Utz Brands entered into a definitive agreement with Intersnack Group GmbH & Co. KG to acquire all outstanding Class A shares at $14.25 per share in cash. Upon closing (expected Q4 2026), the Rice and Lissette Family Entities and Intersnack Group will each own 50% of Utz. Q2 2026 results showed net sales of $371.8M (up 1.4% YoY), Adjusted EBITDA of $55.7M (up 14.4%), and a reported net loss of $16.0M (down from $10.1M profit YoY, impacted by warrant remeasurement gains in prior year).
▼ Likely negative · significance 78 · 8-K Agent
8-K GRAN TIERRA ENERGY INC.
Gran Tierra agreed to sell all Colombia and Ecuador oil operations (29,000 boe/d, 144 MMbbl 2P reserves) to Maurel Prom (majority-owned by Indonesia's Pertamina) for $1.33B total consideration. After assuming ~$1B in liabilities, Gran Tierra receives ~$315M net cash proceeds (~$250M at closing, $65M deferred note). Post-transaction, company becomes debt-free, retains ~12,500 boe/d in Canada/Azerbaijan, and plans shareholder return via share repurchase. Deal closes ~Dec 31, 2026, pending stockholder/creditor/regulatory approvals.
▲ Likely positive · significance 78 · 8-K Agent
8-K Medalist Diversified, Inc.
Between October 2025 and July 2026, Medalist Diversified divested eight real estate properties for aggregate sales proceeds of $76.58M (Salisbury $9.93M, Buffalo Wild Wings/United Rentals $5.30M, Greenbrier $11M, Parkway $7.83M, Franklin Square $24.1M, Citibank $2.15M, Ashley Plaza $16.28M), generating net cash after debt repayment of ~$30M. On June 20, 2026, deconsolidated 84.72% ownership of Tesla Pensacola Property DST entity for $6.78M proceeds. Pro forma financials show company would shrink from $68.9M to $55.6M in total assets and from $29.0M to $11.2M in liabilities, with accumulated deficit improving by ~$4.5M.
▼ Likely negative · significance 78 · 8-K Agent
8-K POWERCOMPUTE, INC.
PowerCompute signed a non-recourse collar loan with Arch Lending on August 3, 2026, pledging 307 BTC as collateral to refinance three existing loans totaling $18M (prior: Galaxy Digital $11M at 12%, Liebel $7M at 12%). New facility: $18.127M principal, 2% APR interest, 30-day rolling term. Interest expense reduced from ~$2.16M/year to ~$362.5K/year.
▲ Likely positive · significance 78 · 8-K Agent
8-K Howard Hughes Holdings Inc.
Howard Hughes Holdings (market value $2.2B) completed acquisition of Vantage Group Holdings Ltd. for approximately $2.1 billion in cash on June 4, 2026, funded partially by issuing $1.0 billion of Series A Non-Voting Exchangeable Perpetual Preferred Stock to Pershing Square affiliate. The acquisition establishes specialty insurance and reinsurance as HHH's second operating platform alongside its existing real estate business. Vantage contributed $97.2M net earned premiums and $20.8M loss before taxes for the one-month stub period (June 4-30, 2026) with a 95% combined ratio.
▲ Likely positive · significance 78 · 8-K Agent
4 BOSTON SCIENTIFIC CORP
Chairman, President & CEO Mahoney Michael F (BSX) bought 208K shares (~$10.1M) on the open market (90% of holdings). Open-market insider purchase — historically a bullish signal.
▲ Likely positive · significance 78 · Insider Agent
8-K VisionWave Holdings, Inc.
VisionWave Holdings (market cap ~$24.1M) executed a binding term sheet on August 5, 2026 to acquire at least 51% of D-Fence Electronic Fencing Systems Ltd., an Israeli AI-powered perimeter security company, for ~$5M in stock, with an option to acquire the remaining 49% (valued ~$20M) over two years. The deal is subject to definitive agreement execution by September 30, 2026, closing in October 2026, shareholder approval, and regulatory clearance; D-Fence has deployed technologies across 12 countries and 100+ critical infrastructure projects including airports, military sites, and ports.
▲ Likely positive · significance 78 · 8-K Agent
8-K DESTINATION XL GROUP, INC.
On August 4, 2026, Destination XL Group received notice of failure to satisfy continued listing standards. The company (market cap ~$41.9M) faces delisting from its exchange listing. The filing indicates Item 3.01 disclosure but does not specify the underlying violation, remedy period, or specific listing standard breached in the text provided.
▼ Likely negative · significance 78 · 8-K Agent
8-K Axalta Coating Systems Ltd.
On August 5, 2026, Axalta shareholders voted to approve an all-stock merger of equals with AkzoNobel N.V.; AkzoNobel shareholders also approved the transaction the same day. The deal structure is all-stock (no cash consideration specified), expected to close in late 2026 to early 2027, subject to regulatory approvals and customary closing conditions. No specific share exchange ratio, dollar valuation, or synergy targets are disclosed in this release.
— Neutral · significance 78 · 8-K Agent
8-K My Size, Inc.
My Size, Inc. entered into an Equity Purchase Agreement with Square Gate Capital Master Fund, LLC Series 5 on August 5, 2026, for up to $10,000,000 in common stock sold via 'puts' (at investor's discretion to purchase). Investor receives $100,000 commitment fee in shares (upfront). Company must file Form S-1 registration within 30 days and keep it effective for 3 years or until fully drawn. Company granted option to force share sales quarterly at 96.5% of prior 3-day VWAP (capped at trading volume limits); intraday puts also permitted. Shares are restricted under Rule 144 initially but registration covers resale. Maximum share issuance capped at 1,024,597 shares (19.99% of outstanding) unless shareholders approve or average price exceeds $0.3706/share.
▲ Likely positive · significance 78 · 8-K Agent
8-K Arcosa, Inc.
Arcosa reported Q2 2026 revenues of $658.7M (+2% YoY) and adjusted EBITDA of $145.9M (+5% YoY) from continuing operations (excluding divested barge business). On April 1, 2026, Arcosa completed the sale of its barge business for $450M gross proceeds (~$429.9M net), generating a $359.7M pre-tax gain. The company entered into a merger agreement with CRH on June 22, 2026 for an all-cash acquisition at $150 per share (100% equity stake); stockholder approval is scheduled for September 4, 2026, with closing expected Q1 2027 pending regulatory clearance.
— Neutral · significance 75 · 8-K Agent
8-K VSE CORP
VSE closed its largest-ever acquisition of Precision Aviation Group (PAG) from GenNx360 Capital Partners on May 5, 2026, for ~$2.025B in cash and equity, plus a concurrent NorthStar acquisition (April 1, 2026). Q2 2026 revenues surged 65% to $449.1M; GAAP net income doubled to $28.5M; Adjusted EBITDA nearly doubled to $86M with margin expanding 320 bps to 19.2%. The company raised FY2026 revenue guidance to 61-64% growth (from 57-61%) and Adjusted EBITDA margin to 18.7-19.0% (from 18.1-18.5%). Total debt reached $966.7M; adjusted net leverage 2.4x.
▲ Likely positive · significance 75 · 8-K Agent
8-K COMPASS Pathways plc
Compass reported two positive Phase 3 trials for COMP360 (synthetic psilocybin) in treatment-resistant depression showing rapid onset and durable benefit through 6+ months. NDA rolling submission underway with final submission expected Q4 2026; commercial launch targeted H1 2027 pending FDA approval and DEA rescheduling. Cash position of $433.3M as of June 30, 2026 funds operations into 2028; net loss of $162.6M for H1 2026 (vs. $56.3M prior year) driven primarily by $74.7M warrant fair-value adjustments.
▲ Likely positive · significance 72 · 8-K Agent
8-K Hennessy Capital Investment Corp. VII
Hennessy Capital Investment Corp. VII (NASDAQ: HVII, ~$200M market cap) announced that the SEC declared effective its Form S-4 registration statement for the proposed business combination with ONE Nuclear Energy LLC. The extraordinary shareholder meeting is scheduled for August 24, 2026 (record date July 31, 2026) to approve the merger. Upon closing, the combined company will trade on Nasdaq under ticker symbol ONEN. The filing contains no disclosed deal valuation, transaction consideration, share counts, or financial metrics.
— Neutral · significance 72 · 8-K Agent
8-K TERAWULF INC.
TeraWulf executed a 20-year lease with Anthropic for ~401 MW at Justified Data Campus generating ~$19B contracted revenue (up to ~$33B with extensions); acquired Muskie Data Campus in Kentucky with 1 GW contracted electric service; agreed to sell 50.1% Abernathy Joint Venture interest for ~$530M. Q2 2026: 102 MW operational at Lake Mariner with 336 MW under construction; Q2 revenue $44.8M (71% HPC lease); cash position $3.0B.
▲ Likely positive · significance 72 · 8-K Agent
10-Q Eos Energy Enterprises, Inc.
Eos Energy obtained three DOE consent documents (April, June, June 2026) and one amendment (August 2026) permitting: (1) relocation of production Line 2 from Turtle Creek to Thorn Hill Project Site; (2) $150M rights offering to common stockholders and warrant holders, plus $100M direct offering to fund ~49% equity stake in Frontier Power USA Parent, LLC (joint venture with Cerberus); (3) issuance of warrants to purchasers and Cerberus; (4) Frontier supply agreements on arm's-length terms. Proceeds ring-fenced for Frontier investment only; first lien created on Frontier equity; Frontier obligations non-recourse to Eos. Offerings must close by September 15, 2026.
▲ Likely positive · significance 72 · Periodic Agent
8-K Q32 Bio Inc.
Q32 Bio completed a $200M public offering in July 2026 (raising gross proceeds before underwriting costs), bringing cash to $106.3M as of June 30, 2026. The company reported positive 36-week topline results from SIGNAL-AA Part B: bempikibart achieved 35.3% mean SALT score reduction and 40% SALT-20 response rate in 33 patients with severe/very severe alopecia areata, with no new safety signals. Registration-directed Phase 3 program expected to initiate H1 2027; half-life extended candidate ADX-914-XL entered preclinical development.
▲ Likely positive · significance 72 · 8-K Agent
8-K Galaxy Digital Inc.
Galaxy Digital reported Q2 2026 net loss of $85M (diluted EPS $(0.09)) driven by digital asset price depreciation. Post-quarter, the company completed a $3.5 billion senior secured notes offering (due 2031) via subsidiary Galaxy Helios Data Centers II LLC to fund Helios Phase II construction. Galaxy delivered 200 MW gross power (133 MW critical IT load) to CoreWeave on schedule in Q2, with full Phase I lease expected to generate ~$80M quarterly revenue and >90% adjusted EBITDA margin from Q3 2026. The company expanded its data center footprint post-quarter by acquiring three Texas sites (Merlin, Caspian, Selene) with combined potential capacity of ~1.6 GW, bringing total power pipeline to 5.7 GW. Galaxy also signed multi-year agreement with BNY (custodian of >$60T AUM) for digital asset infrastructure and staking support.
▲ Likely positive · significance 72 · 8-K Agent
8-K Bioventus Inc.
Bioventus reported Q2 2026 revenue of $153.2M (+4% YoY) with GAAP EPS of $0.47 vs. $0.11 prior year, benefiting from a $24.6M deferred tax valuation allowance reversal. The company reaffirmed full-year 2026 guidance ($600-610M revenue, $0.75-0.79 adjusted EPS, $84-89M operating cash flow). Most significantly, the Board established an independent committee to review strategic alternatives following an unsolicited acquisition proposal and multiple expressions of interest; Evercore and Latham & Watkins are advising. No timetable set; company may pursue sale, merger, or remain independent.
— Neutral · significance 72 · 8-K Agent
8-K Stardust Power Inc.
Stardust Power Inc. entered into a non-binding Letter of Intent with Charge CCCV LLC (C4V) for battery-grade lithium carbonate supply from its Muskogee, Oklahoma refinery. C4V's phased demand forecast projects 3,000 MT in 2028, 10,000 MT in 2029, and 20,000 MT by 2030. The agreement is preliminary; final volumes, pricing, and delivery terms remain subject to negotiation and execution of a definitive agreement.
▲ Likely positive · significance 72 · 8-K Agent
8-K ICAHN ENTERPRISES L.P.
Icahn Enterprises reported Q2 2026 net loss attributable to IEP of $355 million versus $165 million loss in Q2 2025. Adjusted EBITDA loss was $134 million versus $40 million profit in Q2 2025. Indicative net asset value declined $765 million from March 31, 2026 ($3.367B) to June 30, 2026 ($2.602B), driven by $435 million decrease in CVR Energy value and $243 million loss in Investment Funds hedges. The company declared $0.50 per unit quarterly distribution. Management attributes losses to geopolitical events impacting refining spreads versus hedges, though notes July refinery rebound.
▼ Likely negative · significance 72 · 8-K Agent
8-K UroGen Pharma Ltd.
UroGen reported Q2 2026 ZUSDURI revenue of $50.4M (up 73% QoQ), with 1,444 activated care sites and 452 prescribers (45% repeat rate). The FDA issued a Notice of Allowance for a new patent extending ZUSDURI/UGN-103 protection to July 2044. Pipeline advances: UGN-103 NDA submission on track for Q3 2026; UGN-501 Phase 1 trial planned Q4 2026. Operating expenses raised to $260–270M for 2026. JELMYTO revenue guidance remains $97–101M; Teva settlement allows generic launch September 15, 2030.
▲ Likely positive · significance 72 · 8-K Agent
8-K SPLASH BEVERAGE GROUP, INC.
Splash Beverage Group entered a strategic collaboration with Lupvindol Biosciences to advance CannEpil, a cannabinoid formulation, through FDA veterinary regulatory pathway for companion-animal oncology and chronic pain. Lupvindol (led by Dr. Hunter Land, former GW Pharmaceuticals) leads scientific/regulatory work; Splash provides milestone-based funding, retains all IP, data, and commercialization rights. The global veterinary pain market is valued at $2.6B (2024), projected $3.8B by 2030.
▲ Likely positive · significance 72 · 8-K Agent
8-K INTELLIGENT BIO SOLUTIONS INC.
Intelligent Bio Solutions completed a usability study for its Intelligent Fingerprinting Drug Screening System in partnership with CenExel Clinical Research. The study of 15 operators confirmed the system can be effectively used by non-specialist personnel. The company remains on track to submit its FDA 510(k) package in H2 2026 for U.S. market clearance for opiate (codeine) detection.
▲ Likely positive · significance 72 · 8-K Agent
SCHEDULE 13D ETHAN ALLEN INTERIORS INC
Douglas Bergeron, via DGB Investment Inc., accumulated 1,050,000 shares (5.0% of outstanding) of Ethan Allen (ETD) between June 18–August 4, 2026, at prices ranging $21.08–$23.25/share, plus 275,000 shares via call options. He nominated six director candidates (including himself) to challenge the current board, citing 20 years of revenue decline from $1.066B (2006) to $579M (2026), failed digital transformation, and 38-year CEO Farooq Kathwari's lack of succession plan. Bergeron claims the company has $187.5M cash, trades at ~6x EV/EBITDA vs. 12x in 2011, and could triple in value under new leadership.
▼ Likely negative · significance 72 · Ownership Agent
8-K Citius Pharmaceuticals, Inc.
Citius Oncology (majority-owned subsidiary of Citius Pharmaceuticals, $11.4M market cap) reported Q2 2026 commercial momentum for LYMPHIR (denileukin diftitox-cxdl): new institutional accounts ordering the drug increased 78% quarter-over-quarter; total institutional vial orders rose 31%; the drug is now available in 42 institutions with near-universal payer coverage; management targets formulary inclusion at 100 priority institutions by year-end. The initial CTCL market is estimated at >$400M. Revenue is recognized upon wholesale orders.
▲ Likely positive · significance 72 · 8-K Agent
8-K Magnolia Oil & Gas Corp
Magnolia Oil & Gas announced a definitive agreement on July 20, 2026 to acquire WildFire Energy for $4.06B (financed ~51% equity, ~49% debt), adding ~810,000 net acres and ~53 Mboe/d (~70% oil) in Giddings, closing expected late Q3 2026. Q2 2026 standalone results: net income $181.8M ($0.97/share), adjusted EBITDAX $370.3M, free cash flow $234.6M, production 106.1 Mboe/d (+8% YoY). Company issued 53.3M new shares for $1.23B and $500M senior notes at 6.625% due 2034 to fund the acquisition.
▲ Likely positive · significance 72 · 8-K Agent
8-K BIODESIX INC
Biodesix reported Q2 2026 revenue of $26.9M (34% YoY growth), with Diagnostic Testing revenue of $25.4M (+42%) driven by 20,900 tests (+38% volumes). Gross margin improved to 82% (+200 bps). Cash increased to $30.0M (+17% vs. March 2026, including $6.5M from at-the-market offering). Net loss was $7.3M (37% improvement); Adjusted EBITDA loss of $3.2M (56% improvement). FY 2026 guidance maintained at $108–114M revenue (25% growth midpoint). Company approaching Adjusted EBITDA profitability.
▲ Likely positive · significance 72 · 8-K Agent
8-K WARRIOR MET COAL, INC.
Warrior Met Coal reported Q2 2026 net income of $87.4M ($1.65/share) vs. $5.6M ($0.11/share) in Q2 2025. Sales volumes surged 65% YoY to 3.7M short tons; Adjusted EBITDA increased 193% to $156.9M from $53.6M. Cash cost per ton fell 9% to $92.53 despite higher production mix from Blue Creek. Free cash flow swung to positive $103.4M from negative $(56.7)M prior year. Full-year 2026 volume guidance raised by 0.5M tons to 13.0–14.0M. Quarterly dividend of $0.08/share maintained.
▲ Likely positive · significance 72 · 8-K Agent
8-K Pattern Group Inc.
Pattern Group announced Q2 2026 revenues of $877 million (47% YoY growth) with record NRR of 129% (up from 118%). Net income was $27 million (up 16% YoY), diluted EPS $0.15. The company raised FY2026 guidance to $3.42–3.46B revenues (37–38% growth) and $211–213M adjusted EBITDA (38–40% growth). International revenue reached $110 million (up 87%), and non-Amazon revenue hit $82 million (up 93%).
▲ Likely positive · significance 72 · 8-K Agent
8-K CoreCivic, Inc.
CoreCivic sold four detention facilities (California City, Otay Mesa, Prairie, Midwest) to the U.S. Department of Homeland Security on July 2 and August 4, 2026, for $2.2 billion gross proceeds ($307,000 per bed). Net proceeds ~$1.6B after ~$500M in taxes and transaction costs. CoreCivic will continue managing these facilities under existing ICE contracts. Separately, the board authorized an additional $500M share repurchase (total authorization now $1.2B), and company used $1.1B of sale proceeds to repay debt, including full payoff of $270M revolving credit facility and early redemption of $238.5M in 2027 senior notes.
▲ Likely positive · significance 72 · 8-K Agent
8-K Revolution Medicines, Inc.
Revolution Medicines announced FDA acceptance of daraxonrasib NDA for previously treated metastatic pancreatic cancer (based on Phase 3 RASolute 302 showing OS/PFS benefit), launched Expanded Access Program with 2,000+ patients, and achieved U.S. commercial readiness. In April-May 2026, the company raised $2.225B ($1.725B common stock + $500M convertible notes at 0.50% due 2033) and received $250M from Royalty Pharma. Cash position reached $3.9B (vs. $2.0B at year-end 2025). Q2 2026 operating expenses surged: R&D $395M (vs. $224M YoY), G&A $110M (vs. $41M YoY); net loss $644M (vs. $248M YoY), including $151M warrant fair-value charge. FY2026 guidance: $2.1–$2.2B operating expenses.
▲ Likely positive · significance 72 · 8-K Agent
8-K IonQ, Inc.
IonQ reported Q2 2026 GAAP revenue of $80.1 million, up 287% year-over-year, exceeding prior guidance by 20%. The company raised full-year 2026 revenue guidance to $280–$290 million (from prior range) and reaffirmed 100% organic YoY growth target. On July 31, 2026, IonQ closed its acquisition of SkyWater Technology (acquisition details and consideration not specified in this filing; financial results exclude SkyWater). Remaining performance obligations grew 297% YoY. However, Q2 GAAP net loss was $1.87 billion (driven by $1.65 billion warrant liability fair-value loss), Adjusted EBITDA loss was $120.3 million, and operating cash flow was negative $254.8 million for H1 2026.
▲ Likely positive · significance 72 · 8-K Agent
8-K Blue Bird Corp
Blue Bird Body Company signed asset purchase agreement with Detroit Chassis LLC and Spectra LMP LLC dated August 3, 2026, to acquire manufacturing assets (equipment, tooling, inventory, leases, intellectual property, and contracts) for $7,000,000 purchase price. Closing contingent on Ford ceasing F-53/F-59 production ('Ford EOP'). Simultaneously, Blue Bird entered Master Collaboration Agreement with Ford Motor Company dated July 31, 2026, to manufacture replacement 'Collaborator Vehicles' using Ford-supplied powertrains, with commercial launch targets specified in Schedule 2 and up to 3-year transition services from Ford.
▲ Likely positive · significance 72 · 8-K Agent
8-K SurgePays, Inc.
SurgePays (51% owner, controlling member) and an unnamed major wireless master distributor (49% owner) formed Redline Wireless Group LLC to distribute LinkUp Mobile prepaid wireless services across 20,000+ independent dealers nationwide. SurgePays contributes its MVNO infrastructure, billing, customer service, and operations; the distributor contributes dealer access. Joint goal: 1M+ subscribers; company claims Redline will generate more revenue/profit by month 18 than any prior SurgePays subsidiary, with cash flow positive in first month.
▲ Likely positive · significance 72 · 8-K Agent
8-K Emergent BioSolutions Inc.
Emergent BioSolutions reported Q2 2026 revenues of $234.3M (66% YoY growth, beating guidance), but posted a $180.2M net loss due to a $191.3M non-cash impairment charge on NARCAN assets. The naloxone business faces intensifying competition post-OTC approval and generic entry; commercial revenues declined 22% YoY to $52.4M. Management cut full-year 2026 revenue guidance from $720–760M to $645–675M and net loss guidance from $(30)–(10)M to $(245)–(225)M. The company is restructuring, cutting ~90 roles and targeting $40M annualized savings. MCM (medical countermeasures) revenues surged to $168M (188% YoY), driven by $52.7M ACAM2000 and $64.5M BAT contract modifications from the U.S. government.
▼ Likely negative · significance 72 · 8-K Agent
10-Q AMTECH SYSTEMS INC
Amtech Systems hired Guy Shechter as President and Chief Operating Officer (start date May 19, 2026) at $400K annual salary plus 50,000 stock options vesting over 3 years, and Tom Sabol as Chief Financial Officer (start date May 14, 2026) at $350K annual salary plus 45,000 stock options vesting over 3 years. Both receive 50% target bonus (60% cash/40% restricted stock), standard benefits, and change-of-control protections including 12 months severance and 100% equity acceleration.
— Neutral · significance 72 · Periodic Agent
8-K CoreCivic, Inc.
CoreCivic sold the 1,600-bed Prairie Correctional Facility in Minnesota and 1,033-bed Midwest Regional Reception Center in Kansas to the U.S. Department of Homeland Security for an aggregate price of $734.0 million ($495.6M and $238.4M respectively, dated August 4, 2026). After federal/state taxes (~$182.2M) and transaction costs, net proceeds are approximately $522.5M, which the company may use for debt reduction and stock repurchases. CoreCivic will continue operating both facilities under existing ICE management contracts (expiring August 2031 and September 2027 respectively), though ICE retains termination rights.
▲ Likely positive · significance 72 · 8-K Agent
8-K KULICKE & SOFFA INDUSTRIES INC
Kulicke & Soffa reported Q3 2026 net revenue of $330.4M (up 123% YoY from $148.4M), GAAP net income of $57.4M ($1.07 diluted EPS), and non-GAAP net income of $64.2M ($1.20 EPS). For Q4 2026, the company guided to revenue of ~$375M (+/- $20M), GAAP diluted EPS of ~$1.29 (+/- 10%), and non-GAAP diluted EPS of ~$1.42 (+/- 10%), reflecting sequential growth and improving demand across all end markets. Gross margin was 47.8% in Q3; the company repurchased 5.0k shares for $0.5M.
▲ Likely positive · significance 72 · 8-K Agent
8-K Figma, Inc.
Figma reported Q2 2026 revenue of $370.1M (+48% YoY), beating guidance, with the third consecutive quarter of accelerated growth. Net Dollar Retention Rate held at 136%; 15,964 customers with >$10K ARR (+34% YoY) and 1,635 with >$100K ARR (+46% YoY). Company raised full-year 2026 revenue guidance by $40M to $1.463–$1.467B (+39% YoY at midpoint), citing strong AI credit monetization (first full quarter) and seat expansion. Gross margin was 84% GAAP, 85% non-GAAP; non-GAAP operating margin 10%. Free cash flow was $141.8M for H1 2026.
▲ Likely positive · significance 72 · 8-K Agent
8-K ZoomInfo Technologies Inc.
ZoomInfo reported Q2 2026 GAAP revenue of $310.4M (+1.2% YoY) but recorded a $650.5M goodwill impairment charge, resulting in a $622.0M operating loss and $2.19 diluted loss per share. Adjusted operating income was $110.0M (35% margin) and unlevered free cash flow was $107.3M (+7% YoY). The company repurchased 6.3M shares at $4.51/share ($28.2M) and $58.5M face value of debt for $47.9M cash, generating an $11.0M debt extinguishment gain. Guidance for FY2026: $1.207–$1.217B revenue; adjusted operating income $446–$451M.
▼ Likely negative · significance 72 · 8-K Agent
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