IBTA · Ibotta, Inc.

DAVE

Dave Inc.

The post-print repair is gone: the 2026-09-01 close of $340.64 sits below the $358.59 50-day and below Evercore ISI's $350, the lowest number on the 13-firm board, so every displayed target now sits above the market. No company-dated event is scheduled before the ~2026-11-04 Q3 print, leaving two short-interest readings against a 24.65%-of-float base as the only dated inputs in a maturing story.

SEZL

Sezzle Inc.

The repair-and-re-rate leg lost the only level it was defending: the 2026-09-01 close of $114.52 sits below the $117.18 post-gap shelf, eleven sessions after the 2026-08-17 close of $129.87, with RSI(14) at 37.5. Forward P/E 19.68 and a $154.17 average target are the whole argument, and the 09-15/09-17 conference window plus the end-September OCC filing are the only dated levers before the Q3 print.

PAYO

Payoneer Global Inc.

Pure merger-arb into a dated gate: HSR early termination was granted 2026-07-28 and the 2026-09-14 special meeting is 16 days out, yet the 2026-08-28 close of $7.11 still sits $0.29 under Nuvei's $7.40 all-cash offer. Upside is contractually capped over a mid-2027 close guide against roughly 28% of air to the $5.14 pre-rumor level, leaving a saturated narrative whose only remaining discretionary event is the vote.

ACIW

ACI Worldwide, Inc.

Special-situation breakup narrative accelerating: Reuters (2026-07-17) reports ACI exploring a ~$1.5B sale of its Biller unit, which would surface sum-of-the-parts value and re-rate the faster-growing Payments Software segment. Q1 beat + raised FY guide and a fresh DA Davidson PT bump to $64 confirm; Q2 print ~early August is the binary overlay.