Filtered library · Archetype
Distinct case · 22 dossiers
Dossiers classified as Distinct case — 22 names, each with its thesis, kill line and next catalyst.
All 22 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers ADPT Adaptive Biotechnologies Corporation Medium Adaptive Biotechnologies' clonoSEQ test won NCCN and International Myeloma Society backing in September 2026, yet the shares slid to $26.09 by 8 October 2026; the Q3 report, expected around 4 November 2026, shows whether test volume… AOUT American Outdoor Brands, Inc. Medium American Outdoor Brands' 53.0% gross margin, raised profit guidance and $10 million buyback still support the shares, which closed at $16.30 on 8 October 2026; the fiscal second-quarter report, expected around 3 December 2026, shows… CSTL Castle Biosciences, Inc. Medium Castle Biosciences' recovery rests on its TissueCypher Barrett's esophagus test growing volume 50–52% inside a $365–375 million 2026 revenue range. The third-quarter report, expected around 2 November 2026, tests both with the shares 21.7%… DCTH Delcath Systems, Inc. Medium Delcath Systems' self-funded growth in its HEPZATO liver-cancer treatment supports its raised $104–108 million 2026 revenue outlook. Third-quarter results, expected around early November, show whether that guidance survives the summer… DXCM DexCom, Inc. Medium DexCom's wider operating margins and analyst targets up to Barclays' $115 support the case with the shares at $84.41 on 8 October 2026; Dexcom's confirmed 29 October 2026 report shows whether fiscal 2026 revenue guidance rises above $5.250… ECO Okeanis Eco Tankers Corp. Medium Record supertanker freight in October 2026 points to Okeanis Eco Tankers earning far above the rates it booked by August. The 11 November 2026 report and its fourth-quarter bookings show whether that holds, and a Strait of Hormuz reopening… IBTA Ibotta, Inc. Medium Ibotta's third-party publisher network has returned the company to revenue growth and lifted the shares to a 52-week high of $43.28 on 8 October 2026; the Q3 2026 report on 2 November 2026 settles whether revenue clears the $86 million low… MTW The Manitowoc Company, Inc. Medium Manitowoc's crane-order recovery still supports the shares after a pullback to $21.72; the third-quarter report, expected about 5 November 2026, shows whether backlog holds $1,050.1 million and the $150–170 million EBITDA guidance survives. NTSK Netskope, Inc. Medium Netskope's 29% revenue growth and raised fiscal 2027 outlook keep its shares just above the $19.08 average analyst target. The fiscal Q3 report expected around 10 December 2026 decides whether revenue clears the $227–229 million guidance. PAYS Paysign, Inc. Medium Paysign's fast-growing patient-affordability business carried the shares to a $14.96 closing high on 8 October 2026, level with the $15 analyst targets. The third-quarter report, expected around 11 November 2026, settles whether active… RCEL Avita Medical, Inc. Medium AVITA Medical's shares closed at a $13.33 52-week high on 8 October 2026 on guidance alone: $86–89 million of 2026 revenue and fourth-quarter cash-flow breakeven. The third-quarter report, expected around 5 November 2026, shows whether… SGHT Sight Sciences, Inc. Medium Sight Sciences' TearCare dry-eye treatment is becoming a reimbursed second revenue line beside its OMNI glaucoma devices; the third-quarter report expected around 5 November 2026 shows whether dry-eye sales support the raised $88–92… SIBN SI-BONE, Inc. Medium SI-BONE's 15% revenue growth, new Onyx spinal implant and higher Medicare fusion payments support a recovery case; the third-quarter report, expected around 9 November 2026, shows whether revenue holds the $231–233 million 2026 outlook. WT WisdomTree, Inc. Medium WisdomTree's record $174 billion of assets and $12.3 billion of year-to-date inflows support further fee growth; the third-quarter report due about 30 October 2026 settles it by showing whether operating revenue tops $177.2 million. XGN Exagen Inc. Medium Exagen's autoimmune-testing business is growing test volume and price per test, with the shares at $8.17 on 8 October 2026, 31.7% below their 52-week high; the third-quarter report, listed for about 11 November 2026, shows whether the… HBB Hamilton Beach Brands Holding Company Low Hamilton Beach Brands' shares have run ahead of the evidence after a 70.8% three-month rise built on tariff refunds. The ~4 November 2026 third-quarter report decides whether gross margin excluding refunds of at least 26.1% and the… JILL J.Jill, Inc. Low J.Jill's turnaround looks priced in, with shares at $24.76 on 6 October 2026, at the $25 top of broker targets, and TowerBrook's 49.4% stake registered for resale; the early-December third-quarter report shows whether guided 3%–5% sales… LIFE Ethos Technologies Inc. Low Ethos Technologies' growth case is now contested by two short-seller reports on its reliance on multilevel-marketing agencies and a JPMorgan downgrade; the early-November third-quarter report, against a $160–164 million revenue outlook,… OKTA Okta, Inc. Low Okta's shares now fully price its role as the identity layer for AI agents, closing at a $220.21 high on 8 October 2026 near the $223 median target before any reported figure confirms it. The Q3 fiscal 2027 report, expected around 1… QTRX Quanterix Corporation Low Quanterix's shares, at $3.21 on 8 October 2026, still trade above the $3.00 consensus target despite reduced $142–148 million 2026 revenue guidance and a new China clearance. The third-quarter report, expected around 9 November 2026, will… HVT Haverty Furniture Companies, Inc. Low Haverty Furniture Companies' order recovery is real but is losing earnings momentum to freight costs and a Sidoti estimate cut; the estimated 28 October 2026 third-quarter report shows whether written orders and the 60.5%–61.0% margin… KRT Karat Packaging Inc. Low Karat Packaging's shares hit a record $54.57 close on 2 October 2026 on the tariff-refund re-rating; the estimated early-November third-quarter report, the first without a large refund, decides whether 35–37% recurring gross margins…