Filtered library · Archetype
Business pivot · 68 dossiers
Dossiers classified as Business pivot — 68 names, each with its thesis, kill line and next catalyst.
All 68 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers MS Morgan Stanley Medium Morgan Stanley's shares have fallen further than its record second-quarter earnings support, closing at $187.44 on 8 October 2026; the 14 October 2026 third-quarter report shows whether wealth flows and the $20 billion buyback outweigh… AAMI Acadian Asset Management Inc. Medium Acadian Asset Management's rerating rests on ten straight quarters of client inflows lifting fees and margins. Its third-quarter report, expected around 29 October 2026, shows whether flows stayed positive and fees held at least $176.5… ABBV AbbVie Inc. Medium AbbVie's growth rests on Skyrizi and Rinvoq, which more than offset Humira's decline and back 2026 revenue guidance of about $67.6 billion. The 30 October 2026 third-quarter report shows whether both drugs still grow above 20%. AZTA Azenta, Inc. Medium Azenta's recovery case rests on its 9% June-quarter organic growth repeating and on an $11 million cost-cut plan announced in October; the fiscal fourth-quarter report, expected around 20 November 2026, shows whether revenue and free cash… CLMT Calumet, Inc. Medium Calumet's case rests on Montana Renewables lifting sustainable aviation fuel output above an 80 million gallon annual run-rate by year-end 2026 for $137 million of remaining capital. The third-quarter report on 6 November 2026 is the next… CMBT CMB.TECH NV Medium CMB.TECH's case now rests on record crude-tanker rates feeding fourth-quarter earnings and further vessel-sale gains, after shareholders approved the $0.64-per-share payout on 8 October 2026; the 22 October 2026 payment and the 26 November… CRSR Corsair Gaming, Inc. Medium Corsair Gaming's margin recovery has lifted profit estimates and a 38.2% three-month share gain; the third-quarter report, estimated for 3 November 2026, decides whether margins hold without the tariff refund and against rising memory… CSCO Cisco Systems, Inc. Medium Cisco Systems' AI-networking orders point to faster fiscal 2027 revenue, and its shares have recovered to $114.89 from a late-September slide. The first-quarter report, expected around 10 November 2026, shows whether $9.3 billion of AI… FTK Flotek Industries, Inc. Medium Flotek Industries' case rests on international chemistry demand, which lifted 2026 revenue guidance to $360–370 million, and on analytics earning half of gross profit; the early-November third-quarter report shows whether both hold. GME GameStop Corp. Class A Medium GameStop's CEO Ryan Cohen has bought shares four times on the open market since 10 September, at rising prices, backing a cash-rich balance sheet and fast-growing collectibles sales. EBay's 4 November report and GameStop's December results… HAE Haemonetics Corporation Medium The 5 November 2026 second-quarter report must put a revenue figure on that rollout. HPE Hewlett Packard Enterprise Company Medium Hewlett Packard Enterprise is being repriced as a networking-led AI infrastructure company and now trades at the $72.06 consensus target. The 3 December 2026 fiscal fourth-quarter report shows whether the raised networking outlook and $1.2… INTU Intuit Inc. Medium Intuit's QuickBooks became a launch connector inside Meta's Muse agent on 6 October 2026, easing the main fear that AI agents would take its customers. The fiscal Q1 report expected around 19 November 2026 shows whether new-customer growth… LFST LifeStance Health Group, Inc. Medium LifeStance Health's third-quarter profit guidance of $49–59 million sits below its $66.0 million second-quarter result, while the shares trade under September's $12.35 offering price; the report expected around 5 November 2026 shows… LTRX Lantronix, Inc. Medium Lantronix is becoming a supplier of computing modules for military drones, backed by a Pentagon Blue UAS listing on 1 October 2026; the fiscal first-quarter report around 4 November 2026 shows whether revenue meets the $31–33 million guide. MA Mastercard Incorporated Medium Mastercard's earnings are growing faster than its share price, which stablecoin and swipe-fee legislation fears hold back; the 29 October 2026 third-quarter report shows whether 12% cross-border and 20% services growth held up. MRK Merck & Co., Inc. Medium Merck's newer drugs, led by Winrevair's 75% second-quarter sales growth and the July launch of the oral cholesterol pill Lipfendra, are reducing its reliance on Keytruda. The 29 October 2026 third-quarter report shows whether sales confirm… NEO NeoGenomics, Inc. Medium NeoGenomics pre-announced third-quarter revenue of about $209 million, above consensus, and flagged a higher full-year guide, yet its shares slid to $16.02 after a CEO handover; the report expected 27 October 2026 shows how far guidance… NEOG Neogen Corporation Medium Neogen's turnaround now has numbers behind it: a first-quarter beat, a raised fiscal 2027 revenue guide of $885–890 million and a 30% margin target for fiscal 2031. Clearance of the Genomics sale to Zoetis, expected by December 2026,… NSIT Insight Enterprises, Inc. Medium Insight Enterprises is an earnings-upgrade story built on fast cloud and services profit growth and adjusted EPS guidance raised to $12.20–$12.70 on 6 August 2026; the third-quarter report, expected about 29 October 2026, shows whether… OCC Optical Cable Corporation Medium Optical Cable Corporation's data-center orders lifted third-quarter sales 22.0% and gross margin to 37.4%, but backlog stalled at $13.5 million. The fourth-quarter report, expected around mid-December 2026, will show whether growth holds… OPRT Oportun Financial Corporation Medium Oportun Financial's shares closed at a 52-week high of $8.66 on 8 October 2026 after a profit repair that beat guidance in Q2 2026; the Q3 report, estimated for 3 November 2026, decides whether charge-offs near 11.0% and adjusted EBITDA of… PUBM PubMatic, Inc. Medium PubMatic's year-over-year ad revenue recovery, a new Sony connected-TV partnership and a favourable Google remedy ruling hold the shares near their high; the Q3 2026 report, expected 5 November to 9 November 2026, must show revenue at or… QLYS Qualys, Inc. Medium Qualys shares trade just below their $199.93 52-week high after a sector-wide Cybersecurity rally, above the $179.36 consensus target; the Q3 report expected around 3 November 2026 shows whether revenue clears the $185.5 million guidance… RNG Ringcentral, Inc. Medium RingCentral's shares have risen 86.7% in three months as investors price its cloud-communications business as an AI growth story; the 22 October 2026 third-quarter report decides whether revenue clears the $664–670 million guidance and… SIG Signet Jewelers Limited Medium Signet Jewelers is earning more on flat sales, with fiscal 2027 adjusted EPS guidance raised to $10.45–$12.15 and a $125 million buyback under way. The third-quarter report, expected around 1 December 2026, shows whether that range… STLN Starling Oncology, Inc. Medium Starling Oncology's shift to capitated oncology contracts is lifting gross profit faster than revenue; the third-quarter 2026 report, estimated for 12 November, settles whether adjusted EBITDA lands in the guided $500,000–$1.5 million… U Unity Software Inc. Medium Unity Software's advertising business is carrying its turnaround, and a 7 October 2026 Google AI game-creation partnership adds a second story. The Q3 2026 report, expected around 5 November 2026, settles it: Strategic Grow revenue must… VEON VEON Ltd. ADS Medium VEON's fast-growing digital businesses led it to raise 2026 revenue guidance to 15%-18% growth and expand its buyback to about $200 million; the 6 November 2026 third-quarter report shows whether profit margins keep pace. ADBE Adobe Inc. Low Adobe keeps beating forecasts, yet AI-agent fears hold the shares 33% below their 52-week high; the mid-December fourth-quarter report tests whether recurring-revenue growth holds near the 10.2% target. ASO Academy Sports and Outdoors, Inc. Low Academy Sports and Outdoors raised fiscal 2026 EPS guidance on one-time tariff refunds and buybacks while comparable sales fell 0.4%; the ~8 December 2026 third-quarter report shows whether core demand supports the rally. BA The Boeing Company Low Boeing's case now rests on its commercial losses more than on the regulator: the FAA ruled on 2 October 2026 that the 737 MAX 10 software glitch is not a safety issue. The 27 October 2026 third-quarter report shows whether margins and cash… BRK.B Berkshire Hathaway Inc. Low Berkshire Hathaway is spending its cash under Greg Abel on buybacks and new stakes such as Lennar, but its shares still trail the S&P 500. The third-quarter report due around 7 November 2026 shows whether repurchases held up and insurance… CRM Salesforce, Inc. Low Salesforce has measurable AI-agent revenue, but the story is well known and the shares have slid to $227.80 since Dreamforce. The ~2 December 2026 third-quarter report decides whether organic growth reaccelerates beyond acquisitions. DGXX Digi Power X Inc. Subordinate Voting Shares Low Digi Power X's AI-infrastructure pivot hinges on bringing Phase 1 of its Alabama colocation campus into service in December 2026; that delivery and the mid-November quarterly report decide whether its $1.1 billion contract becomes revenue. DIS The Walt Disney Company Low The Walt Disney Company's parks and streaming profits are growing faster than its share price, now in a correction with targets trimmed; the 12 November 2026 fiscal Q4 report shows whether double-digit fiscal 2027 EPS growth guidance holds. FOSL Fossil Group, Inc. Low Fossil Group's shares hit a 52-week high of $6.80 on 1 October 2026 on the margin turnaround reported in August. The estimated mid-November Q3 report decides whether cash flow and Q4 sales growth confirm it. HD The Home Depot, Inc. Low Home Depot's results are holding up better than its shares, which sit 22.8% below their 52-week high as mortgage rates climb; the third-quarter report expected 17 November 2026 shows whether fiscal 2026 guidance survives. HNI HNI Corporation Low HNI Corporation's case rests on Steelcase cost savings lifting earnings while sales stay flat; the late-October third-quarter report decides whether July's 20–25% earnings-growth outlook survives softer office-furniture demand. HNST The Honest Company, Inc. Low The Honest Company's turnaround case depends on organic growth and margins excluding tariff refunds holding at Q2 levels. The Q3 2026 report, expected around 11 November, settles it, and momentum has faded beforehand. IBM International Business Machines Corporation Low IBM's move into software and enterprise AI has not lifted its shares since a second-quarter revenue miss and a guidance cut; the 21 October 2026 third-quarter report shows whether software growth steadies or the 4%-5% revenue outlook falls… ILMN Illumina, Inc. Low Illumina's clinical sequencing recovery is intact, but the shares slid to $264.57 on 8 October 2026 after reversing from a $309.35 intraday high on 6 October 2026; the confirmed 29 October 2026 third-quarter report must beat the… JNJ Johnson & Johnson Low Johnson & Johnson's newer drugs are covering lost Stelara sales, yet the shares fell to $252.93 on 5 October 2026, just above $250; the 13 October 2026 third-quarter report shows whether that growth and the $101.1 billion 2026 sales… KO The Coca-Cola Company Low Coca-Cola is running ahead of its raised 2026 plan and gaining ground as PepsiCo stumbles, but the defensive shares have little edge over the S&P 500; the 27 October 2026 third-quarter report shows whether about 5% organic growth holds. LUXE LuxExperience B.V. Low LuxExperience's turnaround has lifted the shares near their $10.51 annual high and above most analyst targets; the fiscal first-quarter report, expected around 11 November 2026, decides whether profits keep improving. MCD McDonald's Corporation Low McDonald's shares sit near a four-year low as analysts cut targets on the cost of its $8.5 billion franchisee support plan and falling US traffic. The third-quarter report, estimated for 4 November 2026, shows whether US guest counts have… MYGN Myriad Genetics, Inc. Low Myriad Genetics shares trade on one broker's $8 recovery call while revenue per test is still falling; the third-quarter report, expected around 2 November 2026, shows whether pricing has bottomed. NKE Nike, Inc. Low NIKE's sales slide now carries a credit cost: S&P Global Ratings cut NIKE to A on 5 October 2026 and expects cash burn after dividends for two to three years. The shares are likelier to lag the S&P 500 until the ~17 December 2026… NTAP NetApp, Inc. Low NetApp's flash-storage growth and raised fiscal-2027 outlook back its AI-infrastructure pivot, but a record $226.27 close on 2 October 2026 sits above nearly every analyst target. The fiscal-Q2 report, expected around 1 December 2026,… ORCL Oracle Corporation Low Oracle's $664 billion cloud backlog is converting to revenue, but doubts over OpenAI's revenue and new off-balance-sheet chip financing keep the shares under pressure. The 28 October 2026 analyst day shows whether Oracle sets a dated path… PEP PepsiCo, Inc. Low PepsiCo cut its 2026 core earnings-growth outlook to 1–2% on 8 October 2026 despite a sales beat, as input costs and falling North American snack profit outweigh growth abroad. The early-2027 fourth-quarter report and volume after… PG The Procter & Gamble Company Low Procter & Gamble's organic sales growth stalled at 0% last quarter, and the shares are more likely to lag than lead the S&P 500 until volume returns. The 22 October 2026 fiscal first-quarter report shows whether growth is moving toward the… QCOM QUALCOMM Incorporated Low Qualcomm's data-center pivot rests on its Amazon partnership while its handset business loses most of its Apple modem revenue; the 11 November 2026 report settles whether first data-center sales and the $5 billion fiscal 2027 target hold. ROG Rogers Corporation Low Rogers Corporation's 2030 plan for $1.5 billion of revenue and $14.00 of adjusted EPS is already reflected in overbought shares. The late-October third-quarter report decides whether the core materials business delivers the guided $233–243… SBET SharpLink, Inc. Low SharpLink, Inc. Still trades below the value of its Ether, at 0.82 times net asset value on The Block's 2 October 2026 tracker. MSCI's index-eligibility ruling, due by 16 October 2026, decides whether that discount can close. TENB Tenable Holdings, Inc. Low Tenable's platform pivot shows in its reported mix, but guidance still caps 2026 revenue growth below 10%; the Q3 report, estimated for 4 November 2026, settles whether revenue clears the $273.0 million guidance ceiling. TWLO Twilio Inc. Low Twilio's rally on consumer AI agents stalled in its first S&P 500 session, closing at $280.41 on 6 October 2026; the Q3 2026 report, expected about 29 October 2026, shows whether organic growth beats the 11–12% guidance. TXG 10x Genomics, Inc. Low 10x Genomics' shares, at $80.66 after a 17.5% one-day drop from a $97.74 high, still trade far above the business its new Atera instrument has yet to lift; the third-quarter report, expected around 4 November 2026, tests the 40-unit plan… UBER Uber Technologies, Inc. Low Uber Technologies' ride and delivery business is guided to grow bookings 18–22% while its shares sit near their 52-week low on robotaxi fears and a costly delivery buying spree; the 4 November 2026 third-quarter report shows whether growth… UNH Unitedhealth Group Incorporated Low UnitedHealth Group's case rests on its raised $19.50–$20.00 2026 EPS outlook, which the shares have not confirmed after a 13.0% three-month fall. The 13 October third-quarter report decides whether margin repair holds. VRA Vera Bradley, Inc. Low Vera Bradley's shares have run past published analyst targets on one tariff-refund-aided quarter, so the case now depends on the December third-quarter report showing direct-channel growth without refund help. W Wayfair Inc. Low Wayfair's second-quarter margin recovery has rising analyst support but no price confirmation; the 4 November 2026 third-quarter report shows whether the 6.9% adjusted EBITDA margin repeats. WFC Wells Fargo & Company Low Wells Fargo's earnings keep rising, but its shares sit near 2026 lows at about 11 times forward earnings after the Fed resumed rate hikes. The 13 October 2026 third-quarter report shows whether loan growth and steadier margins offset… WMT Walmart Inc. Low Walmart's advertising, membership and e-commerce growth is lifting profit faster than sales, but its shares closed at $110.56 on 8 October 2026, still 17.4% below their high and under the 200-day average at about 40 times earnings. The 19… INTC Intel Corporation Low Intel's shares trade roughly at the average analyst target after falling to $107.08 on 8 October 2026, so they look more likely to lag the S&P 500 than lead it. The 29 October 2026 third-quarter report decides whether revenue clears… FIVN Five9, Inc. Low Five9's AI revenue, up 78% in the second quarter, drives the case for the shares, but the $34.36 close on 2 October 2026 already matches the $34.33 consensus target. The third-quarter report, expected around 5 November 2026, decides… PAYC Paycom Software, Inc. Low Paycom Software's re-rating needs recurring-revenue growth and margins to beat its own 2026 guidance, and analysts are split after Bank of America's 29 September 2026 Underperform call. The Q3 report, estimated for about 4 November 2026,… PD PagerDuty, Inc. Low PagerDuty's cost reset and unresolved ownership question support a recovery case, but the shares sit 5.4% below the 52-week high after a 56.6% three-month gain; fiscal third-quarter results (~24 November 2026, est.) test whether net…