Market Pulse
Structured intelligence on corporate strategy, market moves, and industry signals.
Each entry is a briefing, not a headline: event summary, strategic context, and what to watch next.
A Company Pulse is our reading of what a company says in its own press release, with the questions we would want answered. It is not verified reporting and it is not an endorsement. Pulses are made from press releases we collect from several sources, including Wire. Nobody can pay for a Pulse.
Natera reported $752.8M in Q2 2026 revenue, up 37.7% YoY from $546.6M.
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Lyft reported Q2 2026 revenue of $1.8 billion, up 16% YoY.
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GeneDx management will participate in the Canaccord Genuity Growth Conference on August 11 and Wells Fargo Healthcare Conference on September 8.
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Ardelyx reported Q2 2026 revenue of $118.1M, up 31% YoY, driven by strong demand for IBSRELA and XPHOZAH.
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Covista reported fiscal year 2026 revenue of $1.95B, up 9.3% YoY.
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INNOVATE Corp. reported Q2 2026 revenue of $421.6M, up 74.2% YoY, driven by DBM Global's record performance.
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Rigetti reported a GAAP net loss of $52.6M on $5.1M revenue for Q2 2026.
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Zentalis completed enrollment in DENALI Part 2a and 2b trials for azenosertib, with Part 2c currently enrolling.
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Northern Oil and Gas reported a 17% sequential increase in Adjusted EBITDA to $401.0 million for Q2 2026, driven by higher commodity prices.
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SaaS and license revenue increased by 11.1% year-over-year to $188.8 million.
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$343M revenue in Q2 2026, up 18% sequentially and 35% year-over-year.
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Q2 2026 revenue rose 28% YoY to $9.5M, driven by VA prescription sales and Quell product adoption.
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Public Storage declared a $3.00 per share quarterly dividend for Q3 2026, payable October 6 to shareholders of record as of September 15.
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Weave reported Q2 2026 revenue of $67.5 million, up 15.5% YoY.
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Omada Health reported Q2 2026 revenue of $88 million, up 43% YoY.
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Gross margin expanded to 38.9%, up more than 2,200 basis points year-over-year
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Q2 revenue grew 18% YoY and 13% sequentially to $21.7M, driven by RECELL, Cohealyx, and PermeaDerm.
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Q2 2026 revenues increased by 4.1% YoY to $91.4 million, driven by a 9.3% growth in the Corporate business.
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JANX007 (PSMA-TRACTr) continues Phase 1b enrollment in mCRPC, with combination study with darolutamide actively enrolling.
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Arrow Electronics reported a 32% year-over-year revenue increase in Q2 2026, with consolidated sales reaching $9.99 billion.
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