2026-10-01 · 2026-10 / week-1
Summary: FactSet’s fiscal 2026 organic ASV grew 7%, annual retention stayed above 95%, and AI-solution ASV additions more than doubled. Yet FY27 organic ASV guidance slows to 5%-6.5%, reported revenue is guided to 5%-6% ...
2026-10-01 · 2026-10 / week-1
Summary: Cal-Maine’s Q1 FY27 release reported a $71.0 million conventional-shell segment loss as average selling price fell 59.3% year over year. Yet the shares, after trading as low as $62.15, had recovered to $65.90 by...
2026-09-30 · 2026-09 / week-5
Summary: USDA’s latest monthly report shows August U.S. table-egg output up 6% year over year, while Cal-Maine’s FY26 filing attributes a sharp earnings contraction to low, supply-led prices. But CALM has already fallen ...
2026-09-30 · 2026-09 / week-5
Summary: CarMax’s fiscal Q2 used-car volumes and reported earnings rebounded, but it bought that growth with lower per-unit vehicle profit; CAF income also benefited from a lower loan-loss provision and a loan-sale gain....
2026-09-30 · 2026-09 / week-5
Summary: SoundThinking’s announced tender offer is $8.00 cash per share plus a non-transferable CVR paying up to $3.00 only if specified 2027 product revenue thresholds are met. SSTI’s September 29 regular close was $8.2...
2026-09-30 · 2026-09 / week-5
No-trade screen — Reject. Concentrix exceeded its Q3 non-GAAP EPS guide and expanded adjusted margin, but reported revenue missed the guide’s low end, constant-currency revenue declined, and the new Q4 outlook implies a ...
2026-09-30 · 2026-09 / week-5
No-trade screen — Reject. uniQure’s September 29 readout leaves a genuine disagreement: the updated 36-month high-dose analysis remained encouraging, while the prespecified 48-month cUHDRS primary measure did not reach s...
2026-09-30 · 2026-09 / week-5
Summary: Conagra’s fiscal 2027 guide already calls for lower organic sales and margin, and the Sep. 30 before-open Q1 release is a near-term test. But at $14.005, CAG trades at about 9.66x management’s $1.45 adjusted-EPS...
2026-09-29 · 2026-09 / week-5
No-trade screen — Reject. AstraZeneca agreed to invest $2.0B in Summit Therapeutics through newly issued convertible preferred shares, at an $18.36 common-equivalent price. That is a substantial capital and validation si...
2026-09-29 · 2026-09 / week-5
No-trade screen — Reject. Zymeworks has moved beyond the May approval-date thesis: it completed the Theravance acquisition, raised its 2026 revenue and adjusted-EBITDA guidance, and disclosed the final cash and financing...
2026-09-29 · 2026-09 / week-5
Summary: VantageScore reports that its model was the sole score used for more than 9% of GSE-securitized mortgages from May through August; Rocket Mortgage now says it will prefer VantageScore on eligible direct loans in...
2026-09-29 · 2026-09 / week-5
No-trade screen — Reject. AAR’s Q1 FY27 release and MRO Holdings agreement create a genuine growth-versus-capital-structure test: standalone quarterly sales rose 24% and adjusted EBITDA margin expanded 100 basis points, ...
2026-09-29 · 2026-09 / week-5
No-trade screen — Reject. Adicet Bio’s Phase 1 prula-cel data show an encouraging off-treatment remission signal in heavily pretreated lupus patients. The company’s Sep. 28 webcast deck adds an important new evidence bou...
2026-09-29 · 2026-09 / week-5
No-trade screen — Reject. Kodiak Sciences’ DAYBREAK Phase 3 result materially improves its pipeline: both investigational arms met non-inferiority endpoints against aflibercept, and 54% of tarcocimab-treated patients rea...
2026-09-29 · 2026-09 / week-5
Summary: Kandi’s Sep. 28 H1 release materially changes the pre-result short screen: revenue rose 57.4%, operating income returned to $5.5 million, and net income was $9.4 million. The issuer also reported $285.7 million ...
2026-09-28 · 2026-09 / week-4
No-trade screen - Reject. Addex closed at $3.65 on September 25, 42.7% below the $6.37-per-ADS average at which it sold treasury ADSs in the July-August ATM. The new half-year report and the return of Indivior's GABAB po...
2026-09-28 · 2026-09 / week-4
Summary: Kandi’s Friday-after-close filing adds audited Rawrr financials and unaudited pro forma statements ahead of KNDI’s scheduled H1 2026 release. Rawrr contributed $15.66 million of 2025 revenue but an $83,891 opera...
2026-09-28 · 2026-09 / week-4
No-trade screen — Reject. At Friday’s $8.16 regular-session close, GNK’s newly floated $11 cash price looks like 34.8% upside. But it is only a non-binding interest poll, not a tender offer; it is also half the $22 per-s...
2026-09-28 · 2026-09 / week-4
Summary: DigitalBridge’s Series J preferred certificate defines a change-of-control conversion formula that maps the announced $16 common cash consideration to about $25 per preferred share, plus any eligible distributio...
2026-09-28 · 2026-09 / week-4
Summary: Micron’s Sep. 30 earnings call follows a quarter with $41.46 billion of revenue, 84.9% non-GAAP gross margin and guidance for $50 billion of Q4 revenue at about 86% margin. Those numbers create a severe durabili...