--- title: "From Roku's USD 22B Buyout to Under Armour's Pivot: Tech and Consumer Firms Rewrite 2026 Forecasts" type: "News" locale: "en" url: "https://longbridge.com/en/news/293731007.md" description: "Amid shifting macroeconomic conditions in 2026, a diverse group of mid-cap consumer and tech firms are heavily leaning into corporate restructuring and strategic acquisitions. From Roku’s massive USD 22B buyout deal to TuanChe’s pivot to a capital-light model, these companies are demonstrating that aggressive operational efficiency and targeted divestitures are key to navigating market volatility." datetime: "2026-07-24T09:17:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293731007.md) - [en](https://longbridge.com/en/news/293731007.md) - [zh-HK](https://longbridge.com/zh-HK/news/293731007.md) --- # From Roku's USD 22B Buyout to Under Armour's Pivot: Tech and Consumer Firms Rewrite 2026 Forecasts A diverse cohort of U.S.-listed technology, consumer, and energy firms are executing aggressive restructuring and strategic pivots in 2026, driving a wave of mergers and revised financial outlooks, according to people familiar with the matter and recent filings. ### Under Armour Inc (UAA.US) Under Armour shares have trended lower recently after the athletic apparel maker reported fiscal fourth-quarter 2026 revenue of USD 1.2B, down 1% year-over-year. The company agreed to separate the Curry brand to refocus on its core UA offerings, a move expected to streamline operations, according to people familiar with the strategy. Management is targeting adjusted operating income of USD 140M to USD 160M for fiscal 2027. ### Token Cat Limited (TC.US) Token Cat Limited, operating under its rebranded identity from TuanChe, saw extreme stock volatility in early July 2026, with shares surging significantly intraday before paring gains. For the first quarter of 2026, the omnichannel automotive marketplace delivered 2% revenue growth. The firm is actively shifting toward a capital-light, recurring revenue model, according to corporate filings. ### Kinder Morgan Inc (KMI.US) Kinder Morgan delivered robust first-quarter 2026 revenue of USD 4.83B, up 13.8% year-over-year and topping analysts' estimates. Net income attributable to the company reached USD 976M, a 36% jump, driven by a 15% increase in natural gas gathering volumes. The infrastructure giant expects steady capital deployment to meet surging power and LNG demand, company executives noted. ### Roku Inc (ROKU.US) Roku shares have stabilized following the June 2026 announcement that Fox Corporation is nearing a deal to acquire the streaming platform for an enterprise value of approximately USD 22B. Roku previously reported fourth-quarter 2025 revenue of USD 1.4B, a 16.1% year-over-year increase. Due to the pending acquisition, Roku will not provide future financial guidance or hold a Q2 2026 earnings call. ### iShares Core Dividend Growth ETF (DGRO.US) The iShares Core Dividend Growth ETF has posted a double-digit percentage gain year-to-date in 2026, reflecting steady capital inflows into yield-generating assets. The fund, tracking U.S. equities with a history of consistently growing dividends, continues to attract capital from investors seeking stable yields—currently around 1.7%—amid shifting macroeconomic conditions. ### Terrestrial Energy Inc. (IMSR.US) Terrestrial Energy reported a net loss of USD 10.5M for the first quarter of 2026, while maintaining roughly USD 289.9M in cash and short-term investments. The small modular reactor developer is nearing a deal to assess deploying up to 4GW of nuclear capacity to power Riot Platforms' data centers, underscoring the aggressive energy demands of AI infrastructure. ### General Mills Inc (GIS.US) General Mills reported fourth-quarter 2026 net sales of USD 2.5B, a 4% decline, though organic sales remained relatively flat. The food conglomerate recently sold its Häagen-Dazs business in mainland China and is targeting USD 3B in cumulative cost savings by fiscal 2030, according to management. The company projects fiscal 2027 organic net sales to range between a 1.5% decline and a 0.5% increase. ### Concorde International Group Ltd (YOOV.US) Concorde International Group reported an 11% year-over-year revenue increase to USD 6M for the first half of 2025. Despite gross margins improving 450 basis points to 31.5%, the technology-enabled security provider recently received a Nasdaq non-compliance notice regarding minimum bid price requirements. The company is exploring strategic options to regain compliance. ### Corsair Gaming Inc (CRSR.US) Corsair Gaming posted first-quarter 2026 revenue of USD 354.5M, a 4.1% decline that still topped consensus estimates. Earnings per share of USD 0.27 outpaced the USD 0.18 projection. The stock recently received multiple analyst upgrades, pointing to sustained hardware demand in the gaming and content creator segments. ### Klaviyo, Inc. (KVYO.US) Klaviyo reported first-quarter 2026 revenue of USD 358M, a 28% year-over-year increase, achieving its highest operating margin since going public. The B2C CRM provider raised its full-year 2026 revenue forecast to a range of USD 1.514B to USD 1.522B. The company recently appointed a new Chief Financial Officer to guide its next growth phase, according to internal memos. Across these disparate sectors, a clear pattern is emerging: companies are prioritizing operational efficiency and targeted divestitures to weather a highly selective capital environment. Capital flows continue to reward entities demonstrating clear paths to profitability and robust free cash flow margins. _This article does not constitute investment advice._ ### Related Stocks - [UAA.US](https://longbridge.com/en/quote/UAA.US.md) - [TC.US](https://longbridge.com/en/quote/TC.US.md) - [KMI.US](https://longbridge.com/en/quote/KMI.US.md) - [ROKU.US](https://longbridge.com/en/quote/ROKU.US.md) - [IMSR.US](https://longbridge.com/en/quote/IMSR.US.md) - [GIS.US](https://longbridge.com/en/quote/GIS.US.md) - [YOOV.US](https://longbridge.com/en/quote/YOOV.US.md) - [CRSR.US](https://longbridge.com/en/quote/CRSR.US.md) - [KVYO.US](https://longbridge.com/en/quote/KVYO.US.md) ## Related News & Research - [Kinder Morgan Stock Outlook: Is Wall Street Bullish or Bearish?](https://longbridge.com/en/news/294193761.md) - [OMERS ADMINISTRATION Corp Acquires 10,200 Shares of Roku, Inc. $ROKU](https://longbridge.com/en/news/294182577.md) - [Kinder Morgan, Inc. 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