Filtered library · Conviction
Medium conviction · 131 dossiers
Every dossier the model currently rates medium conviction — 131 names, each with its thesis, kill line, setup type and next catalyst.
All 131 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers AMD Advanced Micro Devices, Inc. Medium Advanced Micro Devices says AI chip demand exceeds its supply, and three brokers raised targets as high as $800 on 5 October 2026 and 6 October 2026. The 3 November 2026 third-quarter report tests revenue against the $13.0 billion guide… GOOGL Alphabet Inc. Medium Alphabet's Google Cloud, growing 82% with a $514 billion backlog and now backed by signed nuclear power deals, carries the case for the shares against 2026 capex of up to $205 billion. The 28 October 2026 third-quarter report shows whether… LITE Lumentum Holdings Inc. Medium Demand for Lumentum Holdings' AI data-center lasers exceeds what it can ship, per Stifel on 5 October 2026; the 5 November 2026 report decides whether revenue confirms the $1.225–1.275 billion guidance. LLY Eli Lilly and Company Medium Eli Lilly's tirzepatide drugs still drive fast sales growth, yet the shares closed 9.6% below their 52-week high on 6 October 2026. The 29 October 2026 third-quarter report shows whether sales clear the $85–87 billion 2026 revenue guidance… MRVL Marvell Technology, Inc. Medium Marvell Technology's 6 October 2026 Investor Day cleared the bar with a $70–90 billion fiscal 2031 revenue target against a $47 billion consensus. Late-October hyperscaler spending guidance and the early-December quarterly report test… MS Morgan Stanley Medium Morgan Stanley's shares have fallen further than its record second-quarter earnings support; the 14 October 2026 third-quarter report shows whether wealth flows and the $20 billion buyback outweigh the Fed's private-credit review and a… MU Micron Technology, Inc. Medium Micron Technology's fiscal Q1 2027 guide of $61.5 billion in revenue, about $5 billion above consensus and backed by roughly $150 billion of contracts, carries the case. The ~17 December 2026 report shows whether revenue and an 86.25%… NVDA NVIDIA Corporation Medium NVIDIA's data-center demand has to carry October-quarter revenue to its $108.0 billion outlook while the shares sit at a $239.24 record close; NVIDIA's confirmed 17 November 2026 fiscal third-quarter report decides the case. SNDK Sandisk Corporation Medium Sandisk's contract-backed recovery in AI storage still has rising NAND prices behind it, but the shares fell 10.6% over three months despite good news. The 29 October 2026 fiscal Q1 2027 report settles the case if revenue reaches $10.3… SNX TD SYNNEX Corporation Medium TD SYNNEX's Hyve AI server unit is lifting earnings well above forecasts, and the shares closed at $278.38 on 6 October 2026, 3.9% below their $289.57 high; the fiscal Q4 report (~January 2027) settles whether that profit turns into cash. TSM Taiwan Semiconductor Manufacturing Company Ltd. Medium Taiwan Semiconductor Manufacturing's AI-driven sales, up 53.3% year on year in August, have lifted its shares to within 1% of a record; 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 support 2026 revenue guidance of about $67.6 billion. The 30 October 2026 third-quarter report shows whether both drugs still grow above 20%. ABSI Absci Corporation Medium Absci Corporation's shares still turn on whether its antibody ABS-201 grows human hair better than placebo; the interim HEADLINE readout, guided for the second half of 2026, settles the case by 31 December 2026. ADPT Adaptive Biotechnologies Corporation Medium Adaptive Biotechnologies' clonoSEQ test won NCCN and International Myeloma Society backing in September 2026, but the shares fell 9.8% to $26.90 on 6 October 2026; the Q3 report, expected around 4 November 2026, shows whether test volume… ALAB Astera Labs, Inc. Medium Astera Labs' Scorpio switch ramp underpins guided third-quarter revenue of $540–560 million, up from $392.4 million; the 3 November 2026 report shows whether that revenue arrives at about 72% gross margin. ALVO Alvotech Medium Alvotech's shares turn on FDA approval of its Simponi and Eylea biosimilars, reported due 4 December 2026, and the 5 October 2026 FDA clearance of more U.S. production at its Reykjavik plant makes approval likelier. A manufacturing-related… AMAT Applied Materials, Inc. Medium Applied Materials' chip-equipment recovery case holds as Micron raises spending and Intel deepens research ties; the 13 October 2026 SEMICON West briefing, TSMC's 15 October 2026 results and the projected 12 November 2026 report against a… AMPL Amplitude, Inc. Medium Amplitude's shares closed at $14.79 on 6 October 2026, near their 52-week high, on a raised outlook and 21% revenue growth. The third-quarter report, expected around 4 November 2026, settles the case by testing revenue against $105.6–108.0… ANET Arista Networks, Inc. Medium Arista Networks is turning AI data-center spending into about 40% revenue growth on raised 2026 guidance of roughly $12.6 billion. The third-quarter report, expected around 3 November 2026, shows whether revenue reaches the $3.3 billion… 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 slipped to $16.09 on 6 October 2026; the fiscal second-quarter report, expected around 3 December 2026, shows… ASML ASML Holding N.V. Medium ASML Holding's raised 2026 sales outlook of €43–45 billion and Micron's higher 2027 spending plans support its lithography upturn; third-quarter sales against the €11.0–12.0 billion guide on 14 October 2026 settle the near-term case. ASST Strive, Inc. Medium Strive, Inc. is still turning preferred-stock and warrant money into bitcoin faster than it adds common shares, lifting holdings to 29,462 bitcoin by 2 October; the weekly Form 8-K due around 13 October 2026 shows whether bitcoin per share… ATI ATI Inc. Medium ATI Inc. guides to higher third-quarter earnings while its shares close 16.0% below their 52-week high; the ~27 October 2026 quarterly report and the 12 November 2026 Investor Day targets settle whether the price follows. AZTA Azenta, Inc. Medium Azenta's recovery case prices in repeatable organic growth and improved cash conversion; the next fiscal-year results must confirm both after the June-quarter gain. The 25 September 2026 close cleared the August shelf, while a weekly close… BWLP BW LPG Limited Medium BW LPG Limited's dividend case rests on VLGC spot freight near $198,000 a day, more than double the ~$88,000 booked for Q3; its 24 November 2026 report must show Q3 shipping earnings above $74,000 a day and a dividend of at least $0.95. CAI Caris Life Sciences, Inc. Medium Caris Life Sciences' 45% second-quarter revenue growth outpaces its 27–28% FY2026 guidance, leaving room for another raise; the third-quarter report expected around 4 November 2026 shows whether results confirm it. CAT Caterpillar Inc. Medium Caterpillar's record $72 billion backlog and 24% sales growth sit against shares 18.8% below their high after September's AI-spending scare; the third-quarter report, expected 28 October 2026, shows whether data-center power orders held. CDNA CareDx, Inc. Medium CareDx's shares have more than doubled in three months on a raised 2026 revenue guide and a higher preliminary Medicare rate for AlloSure; the third-quarter report, expected around 3 November 2026, must keep revenue on track for the… CLDT Chatham Lodging Trust Medium Chatham Lodging Trust's summer RevPAR growth of 8%–10% a month, led by its Silicon Valley hotels, runs far ahead of its 1.5%–3.0% full-year guidance. The third-quarter report, expected around 4 November 2026, shows whether earnings and the… 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… CLS Celestica, Inc. Medium Celestica's fast-growing AI datacenter hardware segment carried its shares to $388.24 on 6 October 2026; the 26 October 2026 third-quarter report must land revenue of $5.25–$5.55 billion and keep the $20.5 billion 2026 outlook. CMBT CMB.TECH NV Medium CMB.TECH's case rests on cash returns funded by vessel sales and record crude-tanker rates near $1.3 million a day; the 8 October 2026 vote on the $0.64-per-share distribution and the 26 November 2026 third-quarter report decide whether it… COHU Cohu, Inc. Medium Cohu's AI-driven chip-test recovery has carried the shares to $73.10, above the $70.88 average analyst target; the Q3 report, expected about 29 October 2026, shows whether revenue reaches the guided $163–177 million. CRDO Credo Technology Group Holding Ltd Medium Credo Technology's revenue is still more than doubling, and management expects optical products to lift growth in the second half of fiscal 2027. The early-December fiscal second-quarter report settles it: revenue at or above the $525… CRSR Corsair Gaming, Inc. Medium Corsair Gaming's margin recovery has lifted profit estimates and a 42.8% 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… CRWD CrowdStrike Holdings, Inc. Medium CrowdStrike's record Q2 subscription growth and AI-agent security demand carried the shares to a $278.86 closing high on 6 October 2026. The ~1 December 2026 third-quarter report decides whether net new annual recurring revenue holds near… CSTL Castle Biosciences, Inc. Medium Castle Biosciences' recovery rests on its TissueCypher Barrett's esophagus test sustaining 50–52% volume growth inside a $365–375 million 2026 revenue range; the third-quarter report, expected around 2 November 2026, shows whether that… CYRX CryoPort, Inc. Medium Cryoport's cell and gene therapy cold-chain business turned to positive adjusted EBITDA in Q2, and the shares now sit at the $18.38 consensus target on broker notes alone. The ~4 November 2026 third-quarter report shows whether that profit… 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… DINO HF Sinclair Corporation Medium HF Sinclair's shares sit 1.7% below their 52-week high on record third-quarter diesel margins that UBS expects to lift quarterly earnings to $8.30 a share; the 28 October 2026 report shows whether refining margin beat the second quarter's… DOCN DigitalOcean Holdings, Inc. Medium DigitalOcean's AI cloud recovery case rests on third-quarter revenue reaching its $304–$307 million guidance, faster than the second quarter's 29% growth; the report expected around 3 November–4, 2026 settles it. DXCM DexCom, Inc. Medium DexCom's wider margins and analyst targets up to RBC's $105 still support the case after the shares slipped to $83.39 on 6 October 2026. Dexcom's report, estimated for 29 October 2026, shows whether fiscal 2026 revenue guidance rises above… ECO Okeanis Eco Tankers Corp. Medium Record supertanker rates near $1.3 million a day in early October 2026 point to Okeanis Eco Tankers earning far above its August bookings. The 11 November 2026 report and any Hormuz reopening deal will show whether that holds. FPS Forgent Power Solutions, Inc. Medium Forgent Power Solutions' $3.0 billion backlog and above-consensus fiscal 2027 guidance still run ahead of its shares, which closed at $41.35 on 6 October 2026, below the $49 July offering price. The mid-November first-quarter report and… FROG JFrog Ltd. Medium JFrog's 29% second-quarter revenue growth and raised $648M-$652M full-year guide keep its shares 5.3% under their 52-week closing high. The third-quarter report expected around 5 November 2026 decides whether JFrog raises that guide again… 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. FTNT Fortinet, Inc. Medium Fortinet's firewall refresh has pushed the shares to a 52-week high close of $191.27, above the consensus analyst target and into overbought territory; the 28 October 2026 third-quarter report shows whether billings and product revenue… FWDI Forward Industries, Inc. Medium Forward Industries, the largest listed Solana treasury, grew SOL tokens per fully diluted share 10.4% to 0.0806 in the quarter to 30 September 2026. Its mid-December annual report tests whether that growth holds without more debt or equity… GLW Corning Incorporated Medium Corning's fiber sales are growing on AI data-centre and carrier demand, with Q2 2026 optical sales up 32% and new AT&T and Verizon contracts; the 27 October 2026 Q3 report settles it against the $4.9 billion core-sales guidance floor. GME GameStop Corp. Class A Medium GameStop CEO Ryan Cohen has bought about 3.3 million shares at rising prices since 10 September, most recently 700,000 at $24.41 on 2 October, backing a cash- and eBay-heavy balance sheet; eBay's 4 November report and GameStop's December… GS The Goldman Sachs Group, Inc. Medium Goldman Sachs shares, 21.7% below their 52-week high after a mid-September trading warning, already price in a weaker quarter; the 13 October 2026 third-quarter report shows whether earnings hold near the $15.39-a-share consensus. GTLB GitLab Inc. Medium GitLab's usage-based pricing for coding agents has to lift revenue above its $281–$283 million fiscal Q3 guidance, and the early-December report settles it. The shares closed at a 52-week high of $51.63 on 6 October 2026, just below the… HAE Haemonetics Corporation Medium Haemonetics' CSL Plasma supply agreement and 8.2% organic plasma growth lifted the shares 38.0% in three months; the 5 November 2026 second-quarter report must put a revenue figure and a timetable on CSL to hold that gain. HALO Halozyme Therapeutics, Inc. Medium Halozyme Therapeutics' royalty growth, up 50% to $307.7 million in the second quarter, still supports shares 4.8% below their 52-week high; partner reports from 13 October 2026 and Halozyme's third-quarter report, expected about 2 November… HPE Hewlett Packard Enterprise Company Medium Hewlett Packard Enterprise is being repriced as a networking-led AI infrastructure company and closed at a new high of $70.48 on 6 October 2026. The 3 December 2026 fiscal fourth-quarter report shows whether the raised networking outlook… HTFL Heartflow, Inc. Medium Heartflow's AI coronary-scan revenue grew 48% in the second quarter of 2026 and its full-year outlook rose to $246–250 million; the third-quarter report, expected around mid-November, tests that outlook with the shares near their $52.21… IBRX ImmunityBio, Inc. Medium ImmunityBio's bladder-cancer drug Anktiva grew Q2 2026 net product revenue 92% year over year to $50.7 million, which still carries the shares despite directors selling into the October rally. The third-quarter report, expected in early to… IBTA Ibotta, Inc. Medium Ibotta's third-party publisher network has returned the company to revenue growth, and the shares hold near their 52-week high on it; the Q3 2026 report, expected in early November, settles whether revenue clears the $86 million low end of… IOVA Iovance Biotherapeutics, Inc. Medium Iovance Biotherapeutics' raised FY2026 revenue guidance of $410–420 million, set two days before Q3 closed, still carries the case after an 8.4% no-news drop on 6 October 2026. The early-November Q3 report shows whether Amtagvi revenue… ISRG Intuitive Surgical, Inc. Medium Intuitive Surgical's revenue grew 19% last quarter while its shares trade nearly 32% below their 52-week high; the 20 October 2026 third-quarter report shows whether procedure growth holds inside the 13.5%–15.5% full-year guidance. JPM JPMorgan Chase & Co. Medium JPMorgan Chase's case rests on a capital-markets upswing guided at mid-to-high-teens growth for the third quarter, and the 13 October 2026 report shows whether earnings confirm it. The shares closed at $331.28 on 6 October 2026, 8.8% below… LFST LifeStance Health Group, Inc. Medium LifeStance Health's third-quarter profit guidance sits below its second-quarter result while the shares trade under September's $12.35 offering price; the report expected around 5 November 2026 shows whether adjusted EBITDA lands within or… LPG Dorian Lpg Ltd Medium Dorian LPG heads into its September-quarter report with 99% of days fixed above $88,000 and spot rates near records, pointing to record earnings. The results due around 5 November 2026 confirm it, and a deal that reopens Hormuz would break… LRCX Lam Research Corporation Medium Lam Research's recovery case rests on memory and logic chipmakers' rising equipment spending reaching its order book; the 21 October 2026 September-quarter report settles it, with revenue needed at or above the $8.10 billion guidance… MA Mastercard Incorporated Medium Mastercard's earnings are growing faster than its share price, which is held back by stablecoin and swipe-fee legislation fears; the 29 October 2026 third-quarter report shows whether 12% cross-border and 20% services growth held up. MANE Veradermics, Incorporated Medium Veradermics' oral minoxidil tablet VDPHL01 has one strongly positive hair-loss trial, and its shares still trade above the $100 April offering price after a 6 October 2026 drop. Study '304', guided for the second half of 2026, settles… META Meta Platforms, Inc. Medium Meta Platforms' Muse AI agent drew 5.6 million downloads in under four weeks, and the third-quarter report expected 28 October 2026 shows whether that uptake becomes disclosed revenue or paid users. A New Mexico privacy-penalty ruling,… MGNI Magnite, Inc. Medium Magnite's connected-TV growth and Google's court-ordered ad-exchange remedies keep the shares near a 52-week high; the 4 November 2026 third-quarter report shows whether results confirm the raised 2026 outlook. MRK Merck & Co., Inc. Medium Merck's newer drugs, led by Winrevair's 75% second-quarter sales growth and the July approval of the oral cholesterol pill Lipfendra, are reducing its reliance on Keytruda. The 29 October 2026 third-quarter report shows whether sales… MRNA Moderna, Inc. Medium Moderna’s oncology re-rating rests on the 24 October INTerpath-001 Phase 3 melanoma presentation. The trial met its stated endpoints on 19 August, but the still-undisclosed size of benefit must support the advance. MSFT Microsoft Corporation Medium Microsoft's AI-platform case rests on Azure meeting its 44–45% constant-currency growth outlook in the fiscal Q1 FY27 report expected 28 October 2026. With the shares up 38.0% in three months and 1.6% below their 52-week high on 6 October,… MTW The Manitowoc Company, Inc. Medium Manitowoc's crane-order recovery still supports the shares near their $23.51 closing high; the third-quarter report, expected about 3 November 2026, shows whether backlog holds $1,050.1 million and the $150–170 million EBITDA guidance… NBIS Nebius Group N.V. Medium Nebius Group is priced as a capacity-short AI cloud that raised GPU rental rates 17–21% on 1 October and still guides to $3.0–3.4 billion of 2026 revenue. The third-quarter report, expected about 11 November 2026, shows whether that… NEO NeoGenomics, Inc. Medium NeoGenomics beat third-quarter revenue expectations, pre-announcing about $209 million, yet its shares fell to $16.50 on a CEO handover; the report expected around 27 October 2026 shows whether revenue per test holds and how far the… NEOG Neogen Corporation Medium Neogen's turnaround passed its first fiscal 2027 test: first-quarter revenue of $222.8 million beat guidance and the full-year outlook rose. Clearance of the Genomics sale, expected by December 2026, settles the debt-reduction half of the… NET Cloudflare, Inc. Medium Cloudflare's security and AI-traffic demand has held its shares near a 52-week high of $359.49. The third-quarter report, expected about 29 October 2026, settles the case: revenue must clear $736 million without gross margin falling below… NOW ServiceNow, Inc. Medium ServiceNow's AI products passed $1 billion in annual contract value and second-quarter subscription revenue grew 24.5%, but guidance implies slowing to 20.5%; the third-quarter report expected 28 October 2026 shows whether growth and… 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… NTSK Netskope, Inc. Medium Netskope's 29% revenue growth, raised fiscal 2027 outlook and new AI-agent products have lifted the shares to $19.64, above the $18.86 average analyst target. The fiscal Q3 report expected around 10 December 2026 decides whether results… 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 growth has stalled at $13.5 million; the fourth-quarter report expected around mid-December 2026 shows whether growth… ODD ODDITY Tech Ltd. Medium ODDITY Tech's second-quarter beat and guidance for third-quarter revenue down only about 5% keep the beauty company a recovery case; the third-quarter report, listed for around 17 November 2026, shows whether the IL MAKIAGE advertising… OKTA Okta, Inc. Medium Okta's shares closed at a 52-week high of $218.67 on 6 October 2026 as analysts re-rate it as the identity layer for AI agents. The Q3 fiscal 2027 report, expected around 1 December 2026, tests whether contracted revenue (cRPO) growth… OMER Omeros Corporation Medium Omeros Corporation's case rests on YARTEMLEA net product sales growing past the second quarter's $28.5 million; the third-quarter 2026 report, expected around 12 November 2026, settles it. ONTO Onto Innovation Inc. Medium Onto Innovation's case rests on Atlas G6 orders lifting third-quarter revenue to at least $380 million, its own guidance floor; TSMC's 15 October 2026 report is the first test, and Onto's report, expected late October or early November,… OPRT Oportun Financial Corporation Medium Oportun Financial's shares sit 2.7% below their 52-week high on a profit repair that beat guidance in Q2 2026; the early-November Q3 report decides whether charge-offs near 11.0% and adjusted EBITDA of at least $43 million confirm it. PANW Palo Alto Networks, Inc. Medium Palo Alto Networks closed at a record $419.91 on 6 October 2026 as analysts keep raising targets on AI-driven security demand. Its fiscal first-quarter report, listed for about 19 November 2026, shows whether the company raises its fiscal… PAYS Paysign, Inc. Medium Paysign's patient-affordability business has lifted the shares to within 3% of their $14.81 high and the two $15 analyst targets. The third-quarter report, expected around 11 November 2026, settles whether active programs reached the… PENG Penguin Solutions, Inc. Medium Penguin Solutions beat fiscal fourth-quarter estimates and guided fiscal 2027 sales up about 40%, which strengthens its memory-led AI-infrastructure case. The early-January fiscal first-quarter report shows whether Integrated Memory growth… PLSE Pulse Biosciences, Inc Medium Pulse Biosciences' case rests on announcing completed enrollment in its NANOPULSE-AF atrial-fibrillation pivotal trial, still pending on 6 October 2026; an announcement by 31 October 2026 confirms the schedule, while ongoing share sales… PLTR Palantir Technologies Inc. Medium Palantir Technologies' near-90% revenue growth has kept its 60% third-quarter rally intact, with the shares at $192.07 on 6 October 2026; the third-quarter report, expected around 2 November, shows whether revenue meets the $2.160–2.164… PMTS CPI Card Group Inc. Medium CPI Card Group's free-cash-flow and debt-reduction case holds with the shares at $24.86 on 6 October 2026, just under $25; the third-quarter report, expected 3 November 2026 or 11-04, decides whether margins back the $45–50 million cash… PSIX Power Solutions International, Inc. Medium Power Solutions International's case rests on data-center generator engine demand lifting second-half 2026 sales above the first half with gross margin at 27.1% or better; the third-quarter report, expected 5 November 2026 against a $206.8… PSX Phillips 66 Medium the 28 October 2026 third-quarter report shows whether the realized refining margin held at or above Q2's $24.08 per barrel. PUBM PubMatic, Inc. Medium PubMatic's year-over-year ad revenue recovery, new Sony and agentic-advertising wins and a favourable Google remedy ruling have lifted the shares near their high; the Q3 2026 report, estimated around 9 November 2026, must show revenue at… QLYS Qualys, Inc. Medium Qualys shares closed at a second straight 52-week high of $199.93 on 6 October 2026 on sector momentum, above the $179.36 consensus target; the Q3 report expected around 3 November 2026 decides whether revenue clears the $185.5 million… RCEL Avita Medical, Inc. Medium AVITA Medical's shares, near a $13.25 52-week high, already price in its guided $86–89 million of 2026 revenue and fourth-quarter cash-flow breakeven; the third-quarter report, expected around 5 November 2026, shows whether cash use kept… RCMT RCM Technologies, Inc. Medium RCM Technologies' shares hold near a 52-week high because energy-services work made Engineering its growth engine; the Q3 report, estimated for about 10 November 2026, must show Engineering revenue above $39.5 million and gross margin of… RKLB Rocket Lab Corporation Medium Rocket Lab's revenue growth has to outrun the share dilution that funded its Iridium acquisition; third-quarter 2026 revenue of at least the $250 million guidance floor, expected ~9 November 2026, settles it. RNG Ringcentral, Inc. Medium RingCentral's shares have nearly doubled in three months as investors price its cloud-communications business as an AI growth story; the early-November third-quarter report decides whether revenue clears the $664–670 million guidance and… RTX RTX Corporation Medium RTX Corporation's record $289 billion backlog and $45.1 billion of new missile awards have not stopped its shares falling 18.7% below their high in a sector-wide defense selloff; the 20 October 2026 third-quarter report shows whether… RVMD Revolution Medicines, Inc. Medium Revolution Medicines' case rests on RASONQUE, its pancreatic cancer pill approved on 26 August 2026, turning analyst targets up to $318 into reported sales. The third-quarter report, estimated for ~5 November 2026, is the first test of… SEI Solaris Energy Infrastructure, Inc. Medium Solaris Energy Infrastructure's raised data-center power guidance and its funded $1.25 billion build-out support the shares near their $82.72 52-week closing high. The third-quarter report, expected around 3 November 2026, shows whether… SG Sweetgreen, Inc. Medium Sweetgreen's shares have recovered from the summer cyclospora outbreak on broker upgrades and now trade above the consensus target. The third-quarter report, expected around 5 November 2026, decides whether reported comparable sales… 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… SHOP Shopify Inc. Medium Shopify is growing revenue above 30% a year and is the checkout layer for Meta's Muse shopping agent; its third-quarter 2026 report on 3 November 2026 shows whether low-thirties revenue growth and gross profit held up. 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 around 9 November 2026 shows whether revenue holds the $231–233 million 2026 outlook. 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… SILC Silicom Ltd Medium Silicom's revenue rose 59% in Q2 2026 and an AI inference order adds a growth line to its recovering networking-card business, but the shares already trade above Needham's $60 target. The 29 October 2026 third-quarter report shows whether… SIMO Silicon Motion Technology Corporation Medium Silicon Motion's enterprise SSD-controller ramp has to deliver third-quarter 2026 revenue of at least $519 million, the low end of its 30 July guide. The report expected around 29 October settles whether the MonTitan customer ramps are on… SMMT Summit Therapeutics Inc. Medium Summit Therapeutics' case rests on FDA approval of ivonescimab by 14 November 2026, now funded by AstraZeneca's closed $2.0 billion investment. Full biliary-cancer data at ESMO on 25 October 2026 and the FDA decision settle it. SMTC Semtech Corporation Medium Semtech's data-center interconnect growth has carried the shares to a $197.20 closing high on 6 October 2026; the 15 October 2026 teach-in targets and a fiscal Q3 report inside the $405–415 million outlook decide whether the advance holds. SNOW Snowflake Inc. Medium Snowflake's AI-driven consumption growth, with product revenue up 37% in the 2 September 2026 report, holds the shares 5.8% under their $356.47 high despite $3.75 billion of new convertibles. The ~2 December 2026 Q3 report tests the $1,588… SOPH SOPHiA GENETICS SA Medium SOPHiA GENETICS' cloud genomics platform is still growing faster than its own guide, with Q2 revenue up 27% on 117% net dollar retention; the Q3 report, estimated for 3 November 2026, shows whether the $94–96 million 2026 revenue 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… TEAM Atlassian Corporation Medium Atlassian's cloud business, up 31% in the June quarter, has carried the shares to a 52-week high; the 5 November 2026 fiscal first-quarter report shows whether cloud growth meets the guided ~28.5% and revenue reaches $1,705–1,715 million. TEN Tsakos Energy Navigation Ltd. Medium Tsakos Energy Navigation's earnings are rising with record crude tanker rates, and management said on 1 October 2026 that the third quarter is tracking ahead of the second. The report expected around 19 November 2026 shows whether charter… TER Teradyne, Inc. Medium Teradyne's memory- and AI-chip test rebound, backed by Micron's record 30 September 2026 report, eased to a $430.32 close on 6 October 2026; Teradyne's third-quarter report, listed for 27 October 2026, shows whether its own revenue and… TSEM Tower Semiconductor Ltd. Medium Tower Semiconductor's silicon-photonics foundry business has reached volume shipments backed by contracted 2027 demand; the mid-November third-quarter report settles whether revenue lands in the $494–546 million guided range. TSSI TSS, Inc. Medium TSS, Inc.'s shift toward higher-margin AI rack integration is lifting gross margin while total sales shrink, and its new 380,000-square-foot Texas lease adds room for volume; the third-quarter report, expected around 16 November, settles… TXN Texas Instruments Incorporated Medium Texas Instruments' analog recovery and new price increases keep the case intact after a 6 October 2026 close of $297.23; the 21 October 2026 third-quarter report must put revenue inside the $5.65–6.15 billion guide to confirm it. U Unity Software Inc. Medium Unity Software's advertising business is carrying its turnaround after a court refused on 2 October 2026 to halt its Ad Quality tool. The Q3 2026 report, estimated for early November, settles the case: Strategic Grow revenue must reach… VICR Vicor Corporation Medium Vicor Corporation's patent royalties on its Vertical Power Delivery technology drove two September guidance raises to more than 30% sequential growth; the confirmed 20 October 2026 third-quarter report shows whether those royalties recur… VLO Valero Energy Corporation Medium Valero Energy's earnings still ride a global diesel shortage that keeps refining margins near records, with the shares at a 52-week high. The 22 October third-quarter report shows whether margins and fourth-quarter commentary hold up as… VSTM Verastem, Inc. Medium Verastem's shares turn on the 14 October 2026 first efficacy readout for VS-7375, its oral KRAS G12D cancer drug, backed by a $25.1 million-a-quarter ovarian-cancer launch. Response rates in about 20 pancreatic and 20 lung patients, set… 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, and the shares closed at $8.19 on 6 October 2026, 31.5% below their 52-week high; the third-quarter report, expected in November, shows whether the raised… XMTR Xometry, Inc. Medium Xometry's AI-assisted manufacturing marketplace has lifted its shares to a record $110.66 close on 6 October 2026 ahead of new results. The third-quarter report, expected around 4 November, settles it on revenue of at least $234 million… ZBRA Zebra Technologies Corporation Medium Zebra Technologies' raised 2026 earnings outlook has lifted the shares to a record $385.78 close on 6 October 2026. The Q3 report, estimated for about 3 November 2026, shows whether adjusted EPS clears the guided $4.70–$4.90 and justifies… ZLAB Zai Lab Limited Medium Zai Lab's re-rating case turns on first-line small-cell lung cancer data for its DLL3 drug zoci at ESMO on 26 October 2026; a registrational Phase 3 start announced by 31 December 2026 would confirm it. BE Bloom Energy Corporation Medium Bloom Energy's fuel-cell power for AI data centers keeps drawing new demand from Oracle, Virginia and Ameren Missouri; the third-quarter report, expected around 27 October 2026, tests whether the $3.9–$4.2 billion FY2026 revenue outlook…