Microcap Acquisition and Earnings News For The Week [GeoWire Weekly No. 199] | 🇺🇸 FTLF, FTEK, CURI, CXDO, FACO, MOJO, TSSI, ACFN, PSIX, WSTL 🇨🇦 CPH.TO

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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting key moves, missed signals, and overlooked opportunities in our 1,500+ coverage universe built since 2009.

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If you enjoy performing press release research or think you will see value in a tool that expedites your press release research process, you should check out a press release tool my team is building by going here.

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The 2025 second-quarter earnings season is entering its final week. We all know what that means…microcap earnings reports are about to be dumped upon us. As much of an inconvenience this causes during every earning season, it also creates chances to uncover great stories that get lost. I like to think a reason you have “hired” us is to help you maintain your investing edge during these times, and why we hope you will continue to see Geoinvesting as a key part of your microcap research process.

I’ve been expanding our team to ensure we continue providing you with a first-mover advantage. The competition for information arbitrage is intensifying, partly because we believe we’ve demonstrated how successful this strategy can be in the microcap world.

Now onto business. This past week, we highlighted 34 earnings reports in our morning emails. You can visit our morning email archives here.

This weeks earnings spotlights heavily emphasized data center, healthcare and industrial themes.

However, maybe the biggest news of the week was not earnings-related. Fitlife Brands, Inc. (NASDAQ:FTLF), a nutritional supplements maker, announced a $42.5M all-cash+debt acquisition of Irwin Naturals, which will nearly double its revenue base and add ~$7M of EBITDA, without issuing shares. Management expects e-commerce margin gains and cost savings, but Irwin’s size and retail reach could make integration a heavy lift. Like the acquisition of MusclePharm assets, Irwin was scooped up during bankruptcy proceedings.

On the earnings front, Fuel Tech, Inc. (NASDAQ:FTEK), which provides pollution control and water treatment tech, had the weak quarter we anticipated, but gave a stronger-than-expected outlook on its data center growth initiatives, seeing bid opportunities of at least $100 million. Had you been on the earnings call to consume information arbitrage, you could have bought the stock on an early morning dip. We did issue an alert as fast as we could on our premium Twitter handle:

By the way, even if you do not use twitter, you can receive these alerts directly to your email by going to your portal settings and selecting ‘Send GeoTeam Tweets to Email’ found in the Alert tab.

Curiositystream Inc. (NASDAQ:CURI), an entertainment streaming platform, hit record revenue and net income on expanding AI/data licensing deals of its streaming documentary subscription content.

Crexendo, Inc. (NASDAQ:CXDO), a cloud-based communications provider, extended its profitability streak. However, we would like the company to break into higher EPS ranges to justify higher valuations in a competitive cloud communication space.

First Acceptance Corp. (OTC:FACO), a non-standard auto insurer, marked its 10th straight profitable quarter despite softer revenue from its automobile insurance business. The company is also seeing an improvement in its risk metrics.

Among the week’s faster growers, Equator Beverage Company (OTCQB:MOJO), a beverage producer, built on its summer momentum after a record Q2, selling its best-in-class coconut water. How do I know this?

Luckily, my fridge is stocked with MOJO’s products. I had some friends over at my house one night and this woman saw me drinking a Red Bull. She asked if she could have one. I said I don’t have any more but you can try this.

This is what she said:

“I like this more than Red Bull.”

Koru Medical Systems, Inc. (NASDAQ:KRMD), which makes subcutaneous home infusion systems, topped $10M in quarterly revenue for the first time and raised guidance. After being one of our Model Portfolio best multibagger performers, topping out at a return of 5,191.66%, we are starting to get intrigued once again as business momentum has begun to broaden across multiple areas.

Tss, Inc. (NASDAQ:TSSI), a technology/data center integration services firm, posted Q2 results that disappointed investors, but met our expectations and lifted EBITDA growth targets. While the company increased its 2025 EBITDA guidance to at least 75% YoY, from 50%, it still implies weak second-half 2025 growth. That being the case, per the earnings call, the CFO was pretty clear in insinuating that TSSI is going to beat this guidance:

We lately view that as the floor, right? If you think about — you may not have picked up on the exact words that used in communicating that, but it was — we see at least 75% uptick.

Acorn Energy, Inc. (NASDAQ:ACFN), a developer of remote monitoring and control systems for power generation equipment, is continuing to build a foundation for future recurring monitoring revenue through sensor deployments at cellular tower sites under a large $5.4 million contract. While hardware deployments will end in 2025, the recurring revenue is expected to continue. It also looks like acquisitions are back on the table. ACFN shares have risen 76% over the past three weeks, and the next leg up could depend on the company inking another large contract to replace hardware revenue coming to an end soon.

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The Weekly Wrap-Up is meant for those in a hurry, along with those who want to spend a weekend hunting for ideas or quickly catch up what we talked about during the week. Our Weekly Wrap-Up brings together everything we discussed during the week in our morning emails and premium alerts, as well as new information and high conviction ideas that we did not communicate that you should know about. From earnings coverage, new research coverage on stocks, picks and research from our subscribers to event highlights from our monthly open forum that takes place to the beginning of each month and interviews with management teams and investors. Missed any emails this week? You can catch up on all of them in one place — just check out the full archive here.

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Friday’s highlight was Cipher Pharmaceuticals, Inc. (OTC:CPHRF) (TSX:CPH), a specialty pharmaceutical company that doubled its Q2 revenue and finally saw EPS rise again. Sales of scabies and lice treatment, Natroba, was a main growth driver, but other parts of the business also saw growth.

Power Solutions International, (NASDAQ:PSIX), a power systems and engine manufacturer, had a blowout quarter driven mainly by its power division (data center). While a tax benefit helped, the results were strong on their own.

Westell Technologies, Inc. (OOTC:WSTL), wireless infrastructure solutions provider, posted a strong Q1 2026, landing on our Data Center Screen.

Here’s also a quick look at the notable microcap earnings from our coverage universe highlighted in this week’s morning emails, which you can also see here:

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If you enjoy performing press release research or think you will see value in a tool that expedites your press release research process, you should check out a press release tool my team is building by going here.

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The post Microcap Acquisition and Earnings News For The Week [GeoWire Weekly No. 199] | 🇺🇸 FTLF, FTEK, CURI, CXDO, FACO, MOJO, TSSI, ACFN, PSIX, WSTL 🇨🇦 CPH.TO appeared first on GeoInvesting.

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