Key Highlights

  • Medifast (NYSE:MED) reported an adjusted loss of USD 0.19 per share on October 26, 2026 against USD 0.35 expected, a beat of about 46%. Citizens Community Bancorp (NASDAQ:CZWI) earned USD 0.56 against USD 0.44, about 27%.
  • CB Financial Services (NASDAQ:CBFV) earned adjusted USD 0.91 against USD 0.81, about 12%. AudioEye (NASDAQ:AEYE) earned adjusted USD 0.30 against USD 0.27, about 11%, and raised its full year guidance in published market data.
  • Acumen Pharmaceuticals (NASDAQ:ABOS) lost USD 0.35 per share against a USD 0.39 expected loss, about 10% better, and expects Alzheimer's trial data in November 2026 in published market data on the dates cited.
  • The beats come with different quality: Medifast revenue fell 19.4%, while AudioEye annual recurring revenue grew 12%. Surprise sizes are simple arithmetic on published numbers in published market data on the dates cited.

Medifast (NYSE:MED): an adjusted loss of USD 0.19 and a plan for Q4 profit

Medifast reported third quarter 2026 results on October 26, 2026. Revenue was USD 72.0 million, down 19.4%, and the GAAP loss was USD 1.57 per share against USD 0.21 a year earlier, reflecting restructuring charges. Excluding charges tied to its Catalyst restructuring program, the adjusted loss was USD 0.19 per share, a beat of about 46% against the published consensus loss of USD 0.35, simple arithmetic on two published numbers. Gross margin was 69.5%, flat year on year, and adjusted gross margin was 71.7%. Chief executive Nick Johnson said the company believes it is on track to deliver profitability in the fourth quarter and described the quarter as being about execution. Client acquisition pressure, including rapid adoption of GLP-1 weight loss medicines, is the central challenge, and the coach base shrank to 10,200 from 19,500. Remaining coaches are producing more, with revenue per coach up 54.1%, but total revenue still fell. Published market data put the market value of Medifast (NYSE:MED) near USD 135.4 million, below the USD 172.5 million of cash, equivalents and investments, simple arithmetic on two published numbers, although cash can fall as restructuring and operating costs are paid.

Citizens Community Bancorp (NASDAQ:CZWI): a 27% beat on a lower provision

Citizens Community Bancorp reported third quarter 2026 results on October 26, 2026. Diluted earnings per share were USD 0.56 against published consensus of USD 0.44, a beat of about 27%, simple arithmetic on two published numbers. Nine-month net income was USD 10.3 million, or USD 1.06 per diluted share, so the third quarter supplied more than half of the year's profit, simple arithmetic on two published figures. The release is preliminary until the Form 10-Q is filed in November. Chief executive Stephen Bianchi said the strong quarter reflected continued execution of the strategic plan with lower provision expense, and that the board and management continue to work with investment bankers on strategic opportunities, without naming any transaction. Profit recovered mainly because the provision for credit losses, the amount set aside for expected loan losses, fell to USD 0.13 million from USD 4.33 million in the second quarter, and net charge-offs were only USD 5,000, which means almost no loans were written off during the quarter. The net interest margin rose to 3.37% from 3.22%. Investors can watch the Form 10-Q, any announcement about strategic opportunities, and credit trends at Citizens Community Bancorp (NASDAQ:CZWI).

CB Financial Services (NASDAQ:CBFV): adjusted EPS of USD 0.91 and clean credit

CB Financial Services released third quarter results on October 26, 2026. Adjusted diluted earnings per share were USD 0.91 against published consensus of USD 0.81, a beat of about 12%, simple arithmetic on two published numbers, while GAAP diluted earnings per share were USD 0.99 against a loss of USD 1.07 in the third quarter of 2025. Adjusted net income of USD 4.9 million excludes items the company treats as non-recurring, which explains why GAAP profit of USD 5.3 million is higher. Chief executive John Montgomery said the bank delivered solid results with an improved net interest margin and earnings. Published market data showed a market value near USD 198.94 million for CB Financial Services (NASDAQ:CBFV). The net interest margin, the spread between what a bank earns on assets and pays on funding, rose to 3.75% from 3.68% in the second quarter and 3.64% a year earlier. Total loans slipped to USD 1.16 billion, with commercial real estate growth offset by declines in indirect auto and commercial and industrial loans, and Montgomery expects payoff activity to moderate in the fourth quarter. Investors can watch fourth quarter loan payoffs, deposit growth, margin stability and how quickly Specialty Treasury scales at CB Financial Services (NASDAQ:CBFV).

AudioEye (NASDAQ:AEYE): a 35% margin and raised guidance

AudioEye reported third quarter 2026 results on October 26, 2026. Revenue was USD 11.0 million, up 7% from USD 10.2 million, and annual recurring revenue was USD 43.3 million, up from USD 42.3 million at June 30 and 12% above a year earlier. Adjusted earnings per share were USD 0.30 against published consensus of USD 0.27, a beat of about 11%, simple arithmetic on two published numbers. GAAP gross margin was 83% and adjusted gross margin was 88%. Chief executive Kelly Georgevich said the business is strong and that the company expects annualized sequential revenue growth of about 20% in the fourth quarter. Published market data showed a market value near USD 93.27 million for AudioEye (NASDAQ:AEYE). AudioEye sells web accessibility software that scans sites for compliance problems and fixes issues, mostly on a subscription basis, which is why annual recurring revenue is the key metric. Cash was USD 9.3 million.

Acumen Pharmaceuticals (NASDAQ:ABOS): a smaller loss before Alzheimer's data

Acumen Pharmaceuticals reported third quarter results on October 26, 2026. The net loss was USD 25.4 million, or USD 0.35 per share, against USD 26.5 million, or USD 0.44 per share, a year earlier, and USD 0.04 better than the published consensus loss of USD 0.39. Research and development expense fell to USD 21.1 million on lower manufacturing and contract research costs for ALTITUDE-AD, partly offset by higher spending on its enhanced brain delivery program. The nine-month net loss was USD 78.8 million, or USD 1.14 per share. Chief executive Daniel O'Connell said the company expects to report topline results in November 2026. Published market data showed a market value near USD 164.16 million for Acumen Pharmaceuticals (NASDAQ:ABOS). ALTITUDE-AD enrolled 542 participants across three arms of about 180 each, comparing two intravenous doses of sabirnetug given every four weeks with placebo over 18 months, double-blinded. Cash was USD 78.6 million.

Where Things Stand

The answer is that Medifast had the biggest beat at about 46%, but from a loss and with revenue down 19.4%, while Citizens Community, CB Financial and AudioEye beat on profit. Acumen Pharmaceuticals (NASDAQ:ABOS) beat on a smaller loss. The ranking is by size of the surprise, not quality, and it is not a recommendation. Guidance and credit trends matter more than one quarter's beat. Next filings from Medifast (NYSE:MED) will add detail. Fresh disclosure from Citizens Community Bancorp (NASDAQ:CZWI) is the next test. Official notices from CB Financial Services (NASDAQ:CBFV) remain the best guide. Further company updates from AudioEye (NASDAQ:AEYE) are awaited. Reporting from Acumen Pharmaceuticals (NASDAQ:ABOS) should clarify the picture. Further disclosure from Citizens Community Bancorp (NASDAQ:CZWI) would clarify the picture.