The Mispricing Desk
990 notes on the gaps between what markets price and what they miss.
2026-10-09 · 2026-10 / week-2
Summary: PepsiCo beat Q3 revenue and core-EPS estimates, reported faster global organic growth, and raised its full-year reported-revenue outlook. It also cut its core-EPS growth outlook after margin pressure and signale...
2026-10-08 · 2026-10 / week-2
Summary: FDA approval on Oct. 7 moved TUKYSA into first-line maintenance for HER2-positive metastatic breast cancer, after a Phase 3 trial showed median progression-free survival of 24.9 months versus 16.3 months. Pfizer...
2026-10-08 · 2026-10 / week-2
Summary: Levi Strauss beat adjusted-EPS expectations, missed revenue consensus slightly, and raised its full-year profit outlook after a quarter whose reported margin expansion was heavily helped by tariff refunds. The $...
2026-10-08 · 2026-10 / week-2
Summary: Richardson Electronics reported 18.9% year-over-year sales growth, $4.1 million of net income, $4.2 million of free cash flow and a 36.9% backlog increase. Part of its gross-margin expansion reflected a temporar...
2026-10-07 · 2026-10 / week-1
Summary: Neogen’s Q1 FY2027 report showed 8.1% core revenue growth, a 170-basis-point increase in adjusted EBITDA margin, and a small full-year guidance raise. But management attributed about three percentage points of t...
2026-10-07 · 2026-10 / week-1
Summary: TORM’s remaining 6.33 million shares held by OCM Njord were priced for resale at an implied $40.05 per share, and TRMD then closed at $39.05 on unusually high volume. The transaction is a real near-term supply e...
2026-10-07 · 2026-10 / week-1
Summary: Constellation disclosed two Google power agreements: a 20-year PPA tied to 890 MW of new nuclear uprates and a separate 15-year agreement covering 2,700 MW from existing generation. The company says the uprates ...
2026-10-07 · 2026-10 / week-1
Summary: Apogee’s fiscal Q2 report lifted adjusted EPS guidance, and the shares closed 18.2% higher on Oct. 6. The reported sales increase includes a $16.4 million Kalwall contribution, while volume and several legacy-se...
2026-10-07 · 2026-10 / week-1
Summary: CD&R and McKesson’s signed $32.05-per-share cash agreement puts a hard ceiling on OPCH’s current deal payoff. At the latest timestamped regular-session reference reviewed, $31.05 at 11:53 a.m. EDT on Oct. 6, the...
2026-10-06 · 2026-10 / week-1
Summary: RPM’s first-quarter report shows a genuine split: Construction Products Group sales were nearly flat and adjusted EBITDA fell 9.7%, while Performance Coatings and Consumer grew and consolidated adjusted EBITDA r...
2026-10-06 · 2026-10 / week-1
Summary: Leidos transferred its Security Enterprise Solutions and Industrial Automation businesses into a debt-financed joint venture and kept a 41.5% non-controlling stake. The closing filing does not disclose a per-sha...
2026-10-06 · 2026-10 / week-1
Summary: Sphere Entertainment fell 13.6% on Oct. 5 after a media summary attributed the move to Craig-Hallum’s downgrade and concern that The Wizard of Oz demand was fading faster than expected. The company’s latest prim...
2026-10-06 · 2026-10 / week-1
Summary: Vaxcyte’s VAX-31 met OPUS-1’s prespecified immunogenicity and safety endpoints, a meaningful de-risking event. But the trial did not establish clinical efficacy, FDA approval, sales or a per-share value; the sam...
2026-10-06 · 2026-10 / week-1
Summary: C.H. Robinson’s agreement to acquire RXO brings an estimated 14.1 million new CHRW shares on the standard mixed-consideration basis, before awards and later share-count changes, and funds a large cash leg with c...
2026-10-06 · 2026-10 / week-1
Summary: Schneider Electric’s signed all-cash offer caps PTC common-stock consideration at $205, while the latest timestamped Oct. 5 trade reference reviewed was $193.01. That is only 6.2% gross upside, with no interest,...
2026-10-06 · 2026-10 / week-1
Summary: XCF Global’s Oct. 5 special meeting covers a proposed authorization increase to 1.7 billion shares and approval for potential merger consideration equal to at least 19.99% of issued common. Neither a vote nor an...
2026-10-05 · 2026-10 / week-1
Summary: Direct Digital’s Nasdaq suspension is scheduled for this morning after the company failed the exchange’s stockholders’ equity standard. The issuer says it expects OTC Pink quotation, and an Oct. 1 credit amendme...
2026-10-05 · 2026-10 / week-1
Summary: Penguin Solutions enters its Oct. 6 fiscal-year report with a strong issuer-reported Q3 and raised FY2026 guide. But the stock rose 11.6% on Oct. 2, and its $750 million July convertible refinancing plus expecte...
2026-10-05 · 2026-10 / week-1
Summary: Celcuity says REVTORPYK became commercially available in the U.S. on Sep. 30, but availability is not reported shipments, payer access, net price, or collected revenue. The stock closed at $72.10 on Oct. 2, down...
2026-10-05 · 2026-10 / week-1
Summary: iTonic’s Oct. 6 consolidation will multiply the quoted share unit by 16, while its newly approved capital structure restores 400 million authorized Class A shares against about 6.84 million expected to remain ou...