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2026-09-25 · 2026-09 / week-4

RAVE’s net cash cushions the franchise value, not the downside

Summary: RAVE’s FY2026 audited filing shows $13.61 million of cash and Treasury bills against $2.206 million of total liabilities, while adjusted EBITDA rose to $3.948 million. But fourth-quarter comparable retail sales ...

2026-09-23 · 2026-09 / week-4

General Mills’ volume reset is not yet a 10/5 long

Summary: At the September 22 close of $35.45, General Mills trades at about 11.4 times the midpoint of its FY2027 adjusted-EPS guide, but that guide already embeds an 8%–13% constant-currency operating-profit decline. Ma...

2026-09-23 · 2026-09 / week-4

KB Home’s first backlog rise is not yet a demand inflection

Summary: KB Home’s Q3 FY2026 backlog grew for the first time in four years, but orders still fell 12%, cancellations rose, homebuilding margin compressed, and nine-month net income fell 61%. At the September 22 regular c...

2026-09-21 · 2026-09 / week-4

KSCP’s $35M ATM Raises Cash, Not the Common-Equity Case

Summary: Knightscope filed a prospectus supplement increasing its at-the-market program by $32.5 million to a total $35 million. The company is a thinly traded security-robotics issuer and the filing arrives while financ...

2026-09-21 · 2026-09 / week-4

LABT’s Phase 2 Story Sits Behind a 100M-Share Authorization

Summary: Lakewood-Amedex highlighted preclinical Nu-3 safety, an upcoming Phase 2a diabetic-foot-ulcer trial and a new Australian patent. It also asked shareholders to increase authorized common shares from 12.5 million ...