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Nasdaq 100 Stocks SEC Filings β€” March 16, 2026

USA NASDAQ-100

8 high priority5 medium priority13 total filings analysed

Executive Summary

Across the 13 NASDAQ-100 related filings from March 16, 2026, key themes include margin expansion and profitability improvements despite revenue softness in select companies like Comtech (Q2 sales -15.6% YoY but gross margin +720 bps to 33.9%, Adjusted EBITDA +214% to $9.1M), contrasting with positive capital allocation signals such as Intuit's termination of 10b5-1 sales plans and acceleration of $3.5B share repurchases (H1 repurchases +40% YoY to $1.8B). Amazon's €14.5B Euro notes issuance at low coupons (2.8%-4.85%) signals strong access to cheap debt markets, while SPAC/IPO activity (Metals Acquisition $200M IPO, Madison Air S-1/A) highlights M&A momentum. Governance enhancements (CoStar's new AI-experienced director) and operational outperformance (AParadise's AOV +18%, subscription +25%) point to AI/data tailwinds, but debt pressures persist (Nuvera interest expense up, Comtech non-current debt +$7.9M to $103.5M). Portfolio-level trends show 3/5 detailed financial reporters with YoY profitability gains (e.g., Comtech H1 gross profit +51.3%, Nuvera net income +107.4% from loss), mixed revenue (2 declines averaging -13%), and bullish capital returns. Critical implications: Favor margin turnarounds and buyback accelerators amid soft revenue; monitor De-SPACs and reporting changes for catalysts.

Tracking the trend? Catch up on the prior Nasdaq 100 Stocks SEC Filings digest from March 13, 2026.

Investment Signals(12)

  • Q2 gross margin expanded 720 bps YoY to 33.9%, Adjusted EBITDA surged 214% to $9.1M, net bookings +120.9% to $175.4M (1.64x book-to-bill), backlog $731.6M

  • β–²

    Terminated all pre-scheduled 10b5-1 stock sales by founder/exec team, accelerating repurchases with $3.5B remaining authorization after H1 $1.8B (+40% YoY)

  • β–²

    Closed €14.473B Euro notes at low coupons (2.800%-4.850% due 2028-2064), net proceeds ~€14.447B signaling cheap long-term funding access

  • CoStar Group (CSGP)(BULLISH)
    β–²

    Appointed AI/data expert Nana Banerjee as independent director (board now 8/9 independent), aligning with growth in AI/advanced analytics; Q4 2025 traffic 139M monthly uniques

  • FY2025 net income +107.4% to $327K from $4.4M loss, driven by no repeat goodwill impairment

  • AParadise Acquisition (Enhanced Ltd.)(BULLISH)
    β–²

    Live platform AOV +18% to $118, subscription rate +25% to 50% vs 30-40% projected, product stacking +14% to 1.6x

  • FIRST COMMUNITY CORP (FCCO)(BULLISH)
    β–²

    Quarterly dividends +7-13% YoY (Q4 $0.16 vs $0.15), stock highs/lows +19-26% YoY across 2025 quarters

  • Priced $200M IPO at $10/unit (20M units), trading starts March 12, 2026; 45-day over-allotment option

  • Comtech (H1 FY26)(BULLISH)
    β–²

    Gross profit +51.3% YoY to $73M, operating cash flow +$34.9M to $12.9M, outperforming prior impairments

  • EAR Plan grants +275% to $6M in 2025, post-AprilAire acquisition ($217.3M rollover units), advancing IPO

  • Comtech Allerium Segment(BULLISH)
    β–²

    Sales +6.2% YoY to $56.2M, book-to-bill 2.51x vs 0.61x prior

  • Amazon↓(BULLISH)
    β–²

    No declines/flat metrics in financing; supports capex/reinvestment amid growth

Risk Flags(10)

Opportunities(10)

  • β—†

    Margin expansion +720 bps, EBITDA +214%, bookings surge 120.9% position for re-rating vs revenue dip; liquidity $49.9M

  • β—†

    $3.5B remaining authorization post-H1 +40% YoY acceleration, no insider sales signal conviction

  • β—†

    €14.5B low-coupon notes enable capex at favorable rates through 2064

  • New director with AI expertise boosts analytics strategy; 139M Q4 traffic supports traffic monetization

  • +18-25% metrics beat, RFK Jr. peptide reversal tailwind ($52B-$87B market), Games May 24, 2026

  • β—†

    $200M SPAC targeting metals/mining, trading March 12, 2026; warrants at $11.50 exercise

  • β—†

    S-1/A with $217M acquisition integration, EAR grants +275%; listing fee prep signals near-term public debut

  • β—†

    +107% net income swing, new IRSA fixes rates to July 2026 stabilizing debt costs

  • β—†

    Allerium 2.51x book-to-bill (+311% YoY) outlier vs S&S weakness, backlog QoQ growth

  • +7-13% YoY payout growth amid +19-26% stock price ranges, well-capitalized thresholds met

Sector Themes(6)

  • Margin Expansion in Comms/Tech Services
    β—†

    2/3 reporters (Comtech Q2 +720 bps to 33.9%, H1 + implications from lower costs) show profitability gains despite avg -13% revenue drops, signaling mix shift from low-margin [IMPLICATION: Buy turnarounds]

  • Buyback Acceleration
    β—†

    Intuit H1 +40% YoY to $1.8B with $3.5B left post-10b5-1 termination; contrasts dilution risks elsewhere [IMPLICATION: Shareholder yield focus amid soft growth]

  • SPAC/IPO Momentum
    β—†

    3 filings (Metals $200M IPO, Madison S-1/A post-$217M deal, AParadise De-SPAC) with + metrics, targeting niche (metals, air solutions, peptides) [IMPLICATION: M&A alpha in industrials/health]

  • Debt Management Mixed
    β—†

    Amazon €14.5B cheap issuance vs Comtech +8% debt/$23M warrants/Nuvera interest pressures; 2/4 with rising liabilities [IMPLICATION: Watch leverage in capex-heavy]

  • Traffic/Analytics Growth
    β—†

    CoStar 139M uniques + AParadise +18-25% platform metrics highlight data/AI demand [IMPLICATION: Sector rotation to AI enablers]

  • Reporting Evolutions
    β—†

    Comcast Q1 2026 pro forma/segment updates + Comtech detailed books; neutral but flags metric shifts [IMPLICATION: Pre-earnings volatility]

Watch List(8)

  • Monitor Q3 bookings/backlog post-Q2 1.64x book-to-bill and $731M backlog, next quarter for sustained margin gains [Q3 FY26]

  • Track execution of accelerated $3.5B buybacks post-10b5-1 termination, H2 pace vs H1 +40% [Ongoing FY26]

  • Ongoing process with Enhanced Ltd., Games registration post-March 14, event May 24, 2026; RFK peptide reversal [May 24, 2026]

  • Deployment of €14.4B proceeds into capex/growth, notes maturities 2028-2064 [Q1-Q2 2026]

  • S-1/A progress, listing/NYSE debut post-exhibits; watch $217M integration [Near-term 2026]

  • Debt service impacts through July 2026 fixed-rate swap, capex/FTTP funding constraints [July 2026]

  • Closing March 13, 2026; trading March 12, target acquisition timeline [March 13, 2026]

  • Q1 2026 pro forma/segment/customer metrics disclosure, potential FCF/capex shifts [Q1 2026]

Filing Analyses(13)
COSTAR GROUP, INC.8-Kpositivemateriality 6/10

16-03-2026

CoStar Group, Inc. (NASDAQ: CSGP) appointed Nana Banerjee as a new independent director to its Board of Directors, effective immediately on March 16, 2026, expanding the board to nine members with eight independent directors. Banerjee brings over two decades of experience in leading technology, data, AI, and analytics businesses from roles including CEO of Pelmorex Corp., Senior Managing Director at Cerberus Capital Management, and CEO of McGraw-Hill. The appointment supports the company's long-term growth strategy in AI and advanced analytics, as stated by CEO Andy Florance and Board Chair Louise Sams.

  • Β·CoStar Group’s websites attracted over 139 million average monthly unique visitors in the fourth quarter of 2025.
  • Β·Founded in 1986 and headquartered in Arlington, Virginia.
Artificial Intelligence Technology Solutions Inc.8-Kneutralmateriality 4/10

16-03-2026

Artificial Intelligence Technology Solutions, Inc. (AITX) filed an 8-K on March 16, 2026, announcing via attached press release (Exhibit 99.1) the cancellation of a previously proposed increase in authorized shares following a reverse stock split. The disclosure is furnished under Item 8.01 and not deemed 'filed' for liability purposes. The report was signed by CEO Steven Reinharz.

SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST40-Fneutralmateriality 4/10

16-03-2026

Sprott Physical Platinum & Palladium Trust (SPPP) filed its 40-F annual report on March 16, 2026, including certification by the principal executive officer affirming that the financial statements fairly present the Trust's financial condition, results of operations, and cash flows for the periods presented. The report provides an overview of the Trust's structure, investment and operating restrictions, platinum and palladium sectors, unit description, NAV calculation methodology, market details, governance, fees, distribution policy, tax considerations, and risk factors. No specific financial metrics, period-over-period comparisons, or performance data are detailed in the provided excerpts.

COMTECH TELECOMMUNICATIONS CORP /DE/8-Kmixedmateriality 9/10

16-03-2026

Comtech reported Q2 FY26 net sales of $106.8 million, down 15.6% YoY from $126.6 million, primarily due to strategic elimination of low-margin products and U.S. government shutdown impacts, with S&S segment sales declining 31.3% to $50.6 million. However, gross profit rose to $36.2 million (33.9% margin vs. 26.7% prior), Adjusted EBITDA increased 214% to $9.1 million, operating loss narrowed to $1.2 million from $10.3 million, net bookings surged 120.9% to $175.4 million (1.64x book-to-bill), and backlog reached $731.6 million. Allerium segment sales grew 6.2% YoY to $56.2 million, while the company generated $4.9 million in operating cash flow and ended with $49.9 million liquidity.

  • Β·S&S book-to-bill ratio improved slightly to 0.68x from 0.64x YoY.
  • Β·Allerium book-to-bill ratio 2.51x vs. 0.61x YoY.
  • Β·Backlog decreased to $731.6M from $763.8M YoY but up from $672.1M prior quarter.
  • Β·Ongoing litigation with former CEO Ken Peterman via American Arbitration Association.
COMTECH TELECOMMUNICATIONS CORP /DE/10-Qmixedmateriality 8/10

16-03-2026

Comtech Telecommunications Corp reported net sales of $106.8M for Q2 FY2026, down 15.6% YoY from $126.6M, and $217.8M for H1 FY2026, down 10.2% YoY from $242.4M, reflecting revenue declines. However, gross profit improved to $36.2M (+7.4% YoY) in Q2 and $73.0M (+51.3% YoY) in H1, driven by lower cost of sales, leading to a narrower operating loss of ($1.2M) in Q2 (vs. ($10.3M)) and ($4.0M) in H1 (vs. ($139.4M), aided by absence of prior-year $79.6M impairment). Net loss narrowed to ($13.6M) in Q2 and ($29.5M) in H1, with stockholders' equity at $65.6M (down from $104.4M at FY end) and cash at $32.8M (down from $40.0M).

  • Β·Operating cash flow improved to $12.9M in H1 FY2026 from ($22.0M) in H1 FY2025.
  • Β·Non-current subordinated credit facility increased to $103.5M from $95.6M at FY end.
  • Β·Warrant and derivative liabilities rose to $23.0M from $17.8M at FY end.
  • Β·Accounts receivable decreased to $127.9M from $144.8M at FY end.
INTUIT INC.8-Kpositivemateriality 7/10

16-03-2026

Intuit Inc. announced that its founder and executive leadership team terminated all outstanding pre-scheduled stock sales plans under Rule 10b5-1. The company plans to substantially accelerate share repurchases using the remaining $3.5B under board authorization as of January 31, 2026. In the first half of its fiscal year, Intuit repurchased $1.8B of shares, marking a 40% increase compared to the prior year.

  • Β·Announcement date: March 16, 2026
  • Β·Plans terminated under Rule 10b5-1 of the Securities Exchange Act of 1934
AMAZON COM INC8-Kpositivemateriality 9/10

16-03-2026

Amazon.com, Inc. closed the sale of €14.473 billion in aggregate principal amount of Euro-denominated notes on March 16, 2026, including floating rate notes due 2028 and fixed-rate notes due 2028 through 2064 with coupons from 2.800% to 4.850%. The offering was pursuant to an underwriting agreement dated March 11, 2026, with estimated net proceeds of approximately €14.447 billion after underwriting discounts. No declines or flat metrics reported in this financing announcement.

  • Β·Underwriting Agreement dated March 11, 2026
  • Β·Registration statement on Form S-3 filed February 6, 2026 (File No. 333-293246)
  • Β·Indenture dated November 29, 2012, as amended by Supplemental Indenture No. 1 dated April 13, 2022
  • Β·Officers’ Certificate dated March 16, 2026
FIRST COMMUNITY CORP /SC/10-Kmixedmateriality 8/10

16-03-2026

FIRST COMMUNITY CORP (FCCO) filed its 10-K annual report on March 16, 2026, covering the year ended December 31, 2025, with discussions of key risks including interest rate volatility, credit losses, commercial real estate concentration, and potential dilution from capital raises. Common stock prices improved YoY across all quarters in 2025 vs 2024, with Q4 high rising from $26.48 to $31.50 (+19%) and lows from $20.49 to $25.92 (+26%), while quarterly dividends increased slightly from $0.14-$0.15 to $0.15-$0.16. However, stock prices showed intra-year volatility, including a Q2 2025 high decline to $24.94 from Q1's $27.96 (-11%) and low to $19.46 from $21.55 (-10%).

  • Β·Regulatory well-capitalized thresholds include total risk-based capital ratio of 10% or greater, Tier 1 risk-based of 8% or greater, common equity Tier 1 of 6.5% or greater, and leverage of 5% or greater.
  • Β·Q1 2025 stock: high $27.96, low $21.55, div $0.15; Q2 2025: high $24.94, low $19.46, div $0.15; Q3 2025: high $29.55, low $24.00, div $0.16.
  • Β·Q1 2024 stock: high $21.90, low $16.00, div $0.14; Q2 2024: high $18.33, low $15.40, div $0.14; Q3 2024: high $23.30, low $16.06, div $0.15.
Madison Air Solutions CorpS-1/Aneutralmateriality 9/10

16-03-2026

Madison Air Solutions Corporation filed Amendment No. 1 to its Form S-1 registration statement (No. 333-294156) on March 16, 2026, to include certain exhibits for its proposed initial public offering, with estimated expenses including a $325,000 listing fee, $13,810 SEC registration fee, and $15,500 FINRA filing fee. The filing discloses recent unregistered securities transactions, including issuance of LLC units valued at $217.3 million to rollover investors in connection with the May 2025 acquisition of AprilAire and settlement of 1,320,378 LLC units for vested equity appreciation awards in February 2026. EAR Plan grants totaled $6.0 million in 2025 (up 275% from $1.6 million in 2024 but following a decline from $3.3 million in 2023).

  • Β·Registrant classified as Non-accelerated filer.
  • Β·Principal executive offices: 444 West Lake Street, Suite 4460, Chicago, IL 60606.
  • Β·SIC Code: 3564; I.R.S. Employer Identification Number: 41-2529345.
  • Β·Intends to enter indemnification agreements with executive officers and directors post-offering.
Metals Acquisition Corp. II8-Kpositivemateriality 10/10

16-03-2026

Metals Acquisition Corp. II announced the pricing of its $200M initial public offering of 20,000,000 units at $10.00 per unit, expected to commence trading on NYSE under 'MTAL.U' on March 12, 2026, and close on March 13, 2026, subject to customary conditions. Each unit includes one Class A ordinary share and one-third of a redeemable warrant exercisable at $11.50 per share. Underwriters, led by Cohen & Company Capital Markets, have a 45-day option to purchase up to 3,000,000 additional units.

  • Β·Units expected to separate trade with Class A shares as 'MTAL' and warrants as 'MTAL WS'
  • Β·Company is a blank check SPAC targeting metals and mining businesses in stable jurisdictions
  • Β·Registration statement declared effective by SEC on March 11, 2026
AParadise Acquisition Corp.425positivemateriality 8/10

16-03-2026

Enhanced Ltd. shared positive first-week metrics from its Live Enhanced Platform launch, outperforming projections with Average Order Value at $118 (+18%), subscription rate at 50% (+25% vs projected 30-40%), and product stacking at 1.6x (+14%). The company highlighted potential regulatory tailwinds from US Health Secretary RFK Jr. considering reversal of FDA restrictions on 14 peptides, tapping into a $52B global market projected to reach $87B by 2035, alongside progress on the De-SPAC with A Paradise Acquisition Corp. and preparations for Enhanced Games on May 24, 2026 in Las Vegas. While momentum is strong across consumer, athlete training in UAE (no departures despite hostilities), media, and partnerships, the De-SPAC process remains ongoing without a closure date.

  • Β·Analyst Day held March 4, 2026, with presentation in VDR.
  • Β·Games registration opening next week after March 14, 2026 email.
  • Β·Partnerships include YouTube for global distribution and pending deal for 80M US households.
  • Β·Organic media: Joe Rogan Experience with Matt Damon and Ben Affleck; Pat McAfee Show with Thor BjΓΆrnsson and Mitchell Hooper.
  • Β·De-SPAC process ongoing; Form S-4 registration statement filed with SEC.
Nuvera Communications, Inc.10-Kmixedmateriality 8/10

16-03-2026

Nuvera Communications reported net income of $327,669 for 2025, a 107.4% increase or $4.8M improvement from a $4.4M loss in 2024, primarily due to the absence of a prior-year goodwill impairment in the HTC operating unit. However, this was partially offset by higher interest expense from increased CoBank borrowings, elevated operating expenses, and while operating revenues grew, ongoing debt service pressures limit funds for operations and growth. On July 31, 2025, the company entered a new $43.75M interest rate swap agreement (IRSA) with CoBank to fix variable-rate debt through July 2026.

  • Β·Risks include substantial cash flow used for debt principal and interest payments, reducing funds for operations, capex, and strategic initiatives.
  • Β·Limited ability to borrow additional funds or sell assets for working capital, FTTP initiatives, acquisitions.
  • Β·2024 net income was negatively impacted by goodwill impairment in HTC operating unit.
COMCAST CORP8-Kneutralmateriality 5/10

16-03-2026

Comcast Corporation announced that beginning in the first quarter of 2026, it will disclose certain pro forma information and update its segment reporting structure and customer metrics. For details on pro forma information, segment revenue and expenses, customer metrics, capital expenditures, and free cash flow, refer to Exhibit 99.1 Trending Schedule attached to the filing. The company specified that this disclosure under Item 7.01 is not 'filed' material under the Securities Exchange Act.

  • Β·Filing intended to satisfy Regulation FD Disclosure requirements.
  • Β·Securities listed include Class A Common Stock (CMCSA), various Notes (e.g., 0.000% due 2026, 0.250% due 2027), and 2.0% Exchangeable Subordinated Debentures due 2029 (CCZ).

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