{"filings":[{"id":3980556,"accession_number":"0001628280-26-072647","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-11-10T20:00:42+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf secures all competition clearances for Aurora Cannabis bid; offer expires Dec 4","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Germany's Federal Ministry for Economic Affairs and Energy approved on Oct 20, 2026 Curaleaf's acquisition of 100% of voting rights in Aurora Europe, Aurora Deutschland and Aurora Produktions.","Canada's Competition Bureau issued a no-action letter on Nov 2, 2026; Germany's Federal Cartel Office confirmed on Nov 3 that the deal may be implemented.","Curaleaf's enhanced premium bid for all Aurora common shares, dated Oct 6, 2026, remains open until Dec 4, 2026 unless withdrawn or amended.","Curaleaf says the clearances give greater certainty and a faster path to closing than Organigram's competing proposal, which still needs shareholder, court and regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3891676,"accession_number":"0001628280-26-070782","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-11-05T17:50:55+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf says enhanced Aurora bid stands; faults Aurora board for Organigram diligence access","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Curaleaf's enhanced premium offer, dated October 6, 2026, to buy all outstanding Aurora common shares remains outstanding; original circular dated August 18, 2026.","Curaleaf says Aurora's board granted Organigram due diligence access but refused to engage Curaleaf, which it calls a 'gross dereliction' of fiduciary duties.","Curaleaf says it is awaiting undisclosed terms of Organigram's alternative deal: any break fee, management and board composition, and investor rights granted to BAT.","Curaleaf notes neither Aurora nor Organigram said whether their transaction is dilutive or accretive to shareholders.","Curaleaf argues its bid offers better value, a stronger capital markets profile, greater certainty and speed to close, and greater synergies than a 'smaller, less liquid' Organigram."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3844759,"accession_number":"0001628280-26-069455","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-11-03T21:02:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Curaleaf Q3 2026 revenue $352.7M, up 10.9%; net loss $37.4M; adjusted EBITDA $77.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $352.7M vs $317.9M in Q3 2025 (+10.9%); sequentially up 3.6% from $340.1M. International revenue $59M (+28%), domestic +8%.","Net loss attributable to Curaleaf from continuing operations $37.4M, or $0.14 per share; adjusted EBITDA $77.6M at 22.0% margin, down 56 bps YoY.","Adjusted gross margin 48.7% (-186 bps YoY); gross profit $170.5M at 48.3% margin. Cash and equivalents $104.9M; Q3 operating cash flow $22M, targeting ~$150M for the year.","Nine-month revenue $1,017.0M (+9% YoY) and net income of $45.2M ($0.17/share); retired/repurchased 1.12M shares for $8.4M year-to-date.","Opened two Florida dispensaries (Port Richey, Riverview) bringing total to 188; added to FTSE Canada All Cap Index; commenced offer to buy all Aurora Cannabis shares for SVS plus cash."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3826448,"accession_number":"0001628280-26-069025","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-11-02T23:02:28+00:00","items":["7.01","9.01"],"status":"ready","headline":"Curaleaf acquires equity stake in Boone Town Provisions, expanding NJ footprint to four dispensaries","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired an equity stake and certain operating rights in Boone Town Provisions, a dispensary at 677 Myrtle Ave., Boonton, NJ; deal value not disclosed.","Expands Curaleaf to four New Jersey dispensaries — Bellmawr, Bordentown, Edgewater Park and Boonton — and 191 dispensaries nationwide.","Boone Town Provisions opened in July 2024 and is a 6,400-square-foot storefront Curaleaf calls one of New Jersey's top-performing dispensaries.","Company expects the storefront to be immediately accretive to its New Jersey business and to increase its vertical position in the state.","CEO Boris Jordan cited an attractive valuation consistent with disciplined capital allocation; no purchase price or closing conditions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3731316,"accession_number":"0001628280-26-067856","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-28T18:59:52+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf says ASC ruling doesn't change case for US$5.00/share Aurora bid at 86% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Curaleaf's enhanced offer implies ~US$5.00 per Aurora share, an 86% premium to Aurora's unaffected VWAP of ~US$2.75; Aurora calls it a discount.","Curaleaf says Aurora sold ATM shares as low as US$2.56 — a 49% discount to the enhanced offer — less than a month before Curaleaf announced its bid.","Aurora confirmed it stopped using its ATM program on August 18, 2026, shortly after Curaleaf challenged the activity, and has not used it since.","Combined company would operate in 17 countries with >US$1.5B LTM revenue, ~US$350M LTM Adjusted EBITDA and at least US$40M of expected annual cost synergies.","Curaleaf says Aurora still excludes it from customary diligence while giving other parties access; offer circular dated Aug 18, 2026, amended Oct 6, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":"2026-10-28","daily_digest_url":"/daily/2026-10-28","daily_digest_rank":4},{"id":3541718,"accession_number":"0001756770-26-000130","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-19T20:22:35+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf rebuts Aurora board rejection, cites 86% premium and 217% ex-cash premium for enhanced bid","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Curaleaf says its enhanced hostile offer for Aurora carries an 86% premium to Aurora's unaffected 30-day VWAP and 217% on an ex-cash basis; the bid is referenced at $5.00 per share.","Aurora's Oct. 14, 2026 Notice of Change again urged rejection; Curaleaf says it is still denied diligence while Aurora signed confidentiality and standstill pacts with other parties.","Curaleaf cites Aurora ATM sales as low as $2.60/share in July 2026 and says Aurora's implied 14.3x 2026 Adjusted EBITDA multiple exceeds Curaleaf's 13.7x (IFRS).","Curaleaf says Aurora's Adjusted EBITDA fell 63% across its last two quarters and questions Fort Capital's contingent fees and lack of supporting analysis in its fairness opinion.","Seaport Research (Oct. 15) and ATB Capital Markets (Oct. 6) are quoted supporting engagement or calling the revised bid favorable for Aurora shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.72,"calibrated_materiality_score":0.72,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3285996,"accession_number":"0001756770-26-000126","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-06T17:47:09+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf lifts Aurora Cannabis offer to US$5.00/share, an 86% premium; cap raised to US$6.00","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Enhanced Offer values Aurora at US$5.00 per share: 0.4013 Curaleaf subordinate voting shares plus US$1.00 cash, based on Curaleaf's C$14.21 close on October 2, 2026.","86% premium to Aurora's US$2.75 30-day VWAP as of August 10, 2026 (the unaffected price); 217% premium excluding Aurora's cash and Q1 ATM issuance proceeds.","Maximum consideration per Aurora share raised from US$5.00 to a US$6.00 cap, a 118% premium to the unaffected price and 295% on an ex-cash basis.","Curaleaf filed a Notice of Variation, Change and Extension with Canadian regulators and a new Form F-80 registration statement with the SEC to reflect the bigger bid.","Curaleaf disputes Aurora's technical comments, including the need for pro forma financials, saying it addressed them voluntarily; Carson Proxy Advisors is information agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3274317,"accession_number":"0001104659-26-113907","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-06T12:37:53+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf raises Aurora Cannabis bid 25% to US$5.00/share; tender expiry extended to Dec 4, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Amended consideration is US$1.00 cash (up 33%) plus 0.4013 Curaleaf subordinate voting shares per Aurora share, for total implied value of US$5.00 per share.","Enhanced Offer implies an 86% premium to Aurora's US$2.75 unaffected 30-day VWAP (Aug 10, 2026), or 217% excluding Aurora's cash and ATM issuances.","Maximum consideration cap raised 20% from US$5.00 to US$6.00 per Aurora share, a 118% premium to the unaffected share price.","Combined company: operations in 17 countries, over US$1.5B LTM revenue, ~US$350M LTM Adjusted EBITDA, at least US$40M annual cost synergies and pro forma market cap above US$3B.","CEO Boris Jordan said Curaleaf met much of Aurora's shareholder base but Aurora has refused customary due diligence; Expiry Time moved from Dec 1 to 11:59 p.m. MT on Dec 4, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3245806,"accession_number":"0001756770-26-000121","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-02T22:26:26+00:00","items":["5.02"],"status":"ready","headline":"Curaleaf lifts CEO Boris Jordan's 2027 bonus target to 200% of salary, grants $15.4M in RSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Compensation Committee increased Chairman and CEO Boris Jordan's target 2027 short-term incentive from 125% to 200% of his 2027 base salary.","Jordan awarded a discretionary target bonus of $1 million for strategic targets, with the amount to be determined by the Committee and Board in March 2028.","One-time grant of 1,344,275 time-based restricted stock units with a grant date fair value of $15,448,435, vesting in full on January 5, 2028.","Grant made under Curaleaf's 2018 Stock and Incentive Plan and the approved form of Restricted Unit Award Agreement; arrangements approved September 28, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3210517,"accession_number":"0001756770-26-000118","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-01T21:28:39+00:00","items":["7.01","9.01"],"status":"ready","headline":"Curaleaf sets Q3 2026 earnings release for Nov. 3 after market close","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Third quarter ended September 30, 2026 results will be reported after market close on Tuesday, November 3, 2026.","Management conference call and webcast scheduled for 5:00 p.m. ET that day; dial-in +1-844-512-2926 (North America) or +1-412-317-6300, passcode 9773371.","Replay available until November 10, 2026 at +1-855-669-9658 (North America) or +1-412-317-0088, pin 9965356; webcast at https://ir.curaleaf.com/events.","No financial figures, guidance or operational results were disclosed; the announcement covers timing only."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3210518,"accession_number":"0001756770-26-000117","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-10-01T21:27:55+00:00","items":["7.01","9.01"],"status":"ready","headline":"Curaleaf added to FTSE Canada All Cap Index effective Sept 18, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Curaleaf (TSX: CURA, OTCQX: CURLF) joins the FTSE Canada All Cap Index after the close of trading on Friday, September 18, 2026.","Second major Canadian benchmark inclusion, following its addition to the S&P/TSX Composite Index under the Health Care sector in September 2025.","FTSE Canada All Cap Index is maintained by FTSE Russell and tracks large-, mid- and small-cap companies listed in Canada.","Chairman and CEO Boris Jordan said index membership brings the shares before new passive and active institutional funds, adding liquidity and a broader shareholder base.","Press release dated September 23, 2026; no financial terms or deal value disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2898796,"accession_number":"0001756770-26-000111","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-16T16:29:42+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf urges Aurora shareholders to tender at $4.00/share, 45% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer: 0.3463 Curaleaf shares + US$0.75 cash per Aurora share, implying US$4.00 vs US$2.76 pre-offer (45% premium).","Combined company would span 17 countries, US$1.5B+ LTM revenue, ~US$350M adjusted EBITDA, and ≥US$40M annual cost synergies.","Curaleaf cites Aurora net revenue -14%, adjusted EBITDA -78% over four quarters ended June 30, 2026; Aurora shares declined ~34% in H1 2026 vs Curaleaf +50%.","Aurora management raised US$398M via dilutive equity; Curaleaf says Aurora's own auditors question inventory controls.","Brochure published Sept 16, 2026; Curaleaf says Aurora has refused to engage, putting decision to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2879756,"accession_number":"0001756770-26-000106","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-15T19:56:28+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf urges Aurora shareholders to tender; touts 45% premium, $4.00 offer","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer of 0.3463 Curaleaf shares + $0.75 cash per Aurora share implies $4.00 price, 45% premium to $2.76.","Combined company would span 17 countries, >$1.5B revenue, ~$350M adj. EBITDA, $40M+ annual synergies.","Aurora's 4-quarter revenue down 14%, adj. EBITDA down 78%, operating cash flow negative; Curaleaf shares up ~50% vs Aurora down ~34% in H1 2026.","Aurora raised >$400M via dilutive issuances, selling shares as low as $2.60 (35% discount to offer).","Tender deadline Dec 1, 2026; shareholder Q&A with CEO Boris Jordan on Sept 17, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2851436,"accession_number":"0001756770-26-000102","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-14T19:30:32+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf asks Alberta regulator to halt Aurora's ATM share sales during US$4.00/share offer","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Filed application with Alberta Securities Commission to stop Aurora's ATM issuances during pending US$4.00/share offer.","Aurora issued ~2.81M shares at avg US$3.04 since June, diluting shareholders ~4.9%; ~10.8% dilution since Feb 2026 ATM launch.","Curaleaf claims ATM sales add >US$11M to offer cost and are an abusive defensive tactic given Aurora's debt-free, ~C$149M cash position.","Curaleaf requests expedited ASC hearing; CEO Boris Jordan says issuances protect management at investors' expense."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2744196,"accession_number":"0001756770-26-000095","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-08T21:08:55+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf fact sheet defends 45% premium offer for Aurora, rebuts criticisms","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer represents 45% premium (~110% ex-cash); US$5.00 cap in 92nd percentile of Canadian M&A premiums.","Aurora booked ~C$5B impairments, ~C$130M transformation costs, negative op cash flow >C$480M since FY21; ACB down 97% under CEO.","Curaleaf generated $447M positive op cash flow since F21 and ~$500M insider investment; >13x Aurora's market cap.","Cash portion ~19% of US$4.00 offer; Aurora raised >US$400M via ATM since Sept 2020, diluting shareholders.","Aurora never discussed price, rejected without counteroffer; Curaleaf says board can shorten 105-day bid to 35 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2624476,"accession_number":"0001756770-26-000090","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-09-02T17:15:18+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf defends 45% premium offer for Aurora, attacks Aurora's dilution and cash burn","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Curaleaf reaffirms hostile offer for Aurora, citing 45% premium (110% ex-cash) and $5 cap (82% premium to Aug 10 VWAP).","Aurora raised $398M since Sept 2020, diluting shareholders ~31%; ATM sales at $3.57 and $3.09 per share.","Aurora's June quarter OCF negative C$4.4M; Curaleaf generated $50M OCF and $17M FCF in H1 2026.","Curaleaf cites Aurora's cumulative OCF losses >C$480M, impairments >C$400M, share price down 97% under current CEO.","Curaleaf highlights its $145M LTM OCF, $500M notes raise, and insider ownership ~20% vs Aurora ~1%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2447523,"accession_number":"0001756770-26-000086","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-24T22:55:51+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf rebuts Aurora's claims, cites 35% share decline and weak EBITDA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Aurora shares fell ~35% over past year vs Curaleaf +56%; Curaleaf reiterates substantial premium offer.","Aurora June quarter adj. EBITDA 63% below March quarter; C$5.1M add-backs; cash flow -C$4.4M.","Aurora's cultivation yield 114g/plant per its own filing; Curaleaf claims more than double.","Aurora guides FY2027 revenue near FY2025, gross margin down to mid-high 50s from ~64%.","Curaleaf says Aurora refused NDA and site visit; no substantive deal talks occurred."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2311357,"accession_number":"0001628280-26-057556","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-18T13:16:30+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf launches formal take-over bid for Aurora Cannabis at $4.00/share, 45% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer: 0.3463 Curaleaf shares + US$0.75 cash per Aurora share, total ~US$4.00, 45% premium to unaffected price.","Ex-cash premium 110%; based on Aurora's US$109M cash ($1.62/sh) and US$2.75 30-day VWAP.","Offer expires 5:00 pm MT Dec 1, 2026; subject to >50% tender, 66⅔% fully diluted, regulatory approvals.","Identified ≥US$40M annual cost synergies; pro forma market cap >US$3B, LTM revenue >US$1.5B, adj. EBITDA ~US$350M.","Aurora's Special Committee formed Aug 11, 2026 to review; Curaleaf cites Aurora's FY2027 guidance of lower revenue/EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2204636,"accession_number":"0001628280-26-056012","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-12T15:03:02+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf launches hostile take-over bid for Aurora Cannabis at US$4.00/share, 45% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Offer: 0.3463 Curaleaf shares + US$0.75 cash per Aurora share, total US$4.00; 45% premium to 30-day VWAP of US$2.75.","Aurora board refused to engage after June 23 and July 7, 2026 letters from Curaleaf CEO Boris Jordan.","Combined company: 17 countries, >US$1.5B LTM revenue, ~US$350M LTM Adjusted EBITDA, pro forma market cap ~US$3.0B.","At least US$40M annual cost synergies expected; adds Aurora's 50+ tons of EU-GMP cultivation capacity.","Offer not subject to financing or due diligence conditions; 105-day acceptance period; no formal bid commenced yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2087653,"accession_number":"0001756770-26-000079","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-06T02:00:20+00:00","items":["8.01","9.01"],"status":"ready","headline":"Curaleaf files 8-K with XBRL data only; no material event disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing contains only XBRL taxonomy references and context IDs, no narrative or press release.","No exhibits appended; Item 8.01 and 9.01 filed without substantive disclosure.","Unable to identify any specific financial results, corporate action, or material event from the filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2087655,"accession_number":"0001756770-26-000078","cik":1756770,"company_name":"Curaleaf Holdings, Inc.","ticker":"CURLF","form_type":"8-K","filed_at":"2026-08-06T01:51:57+00:00","items":["2.02","9.01"],"status":"ready","headline":"Curaleaf Q2 2026 revenue $340M (+10% YoY), net income $12.5M, adjusted EBITDA $70M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $340.1M, up 10% YoY from $310.6M; international revenue $51M (+26% YoY).","Gross profit margin 50%, up 70 bps YoY; net income from continuing ops $12.5M ($0.05 EPS).","Adjusted EBITDA $70.1M, margin 20.6%; cash balance $107M at quarter end.","Domestic revenue grew 7% YoY, second consecutive quarter of domestic YoY growth.","CEO cites 'Built for Growth' strategy gaining traction; company positioned as global cannabis leader."],"consensus_eps_estimate":-0.186,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":664330000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}