Filtered library · Conviction
Medium conviction · 127 dossiers
Every dossier the model currently rates medium conviction — 127 names, each with its thesis, kill line, setup type and next catalyst.
All 127 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 is lining up Samsung memory to meet it, but reports on 8 October 2026 that OpenAI's revenue is lower than believed hit the shares. The 3 November 2026 third-quarter report… 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 on 3 November 2026 shows whether revenue reaches the $3.3 billion guide and gross… GOOGL Alphabet Inc. Medium Alphabet's Google Cloud, growing 82% with a $514 billion backlog and wide enterprise Gemini adoption, carries the case for the shares against 2026 capex of up to $205 billion. The 28 October 2026 third-quarter report shows whether cloud… LITE Lumentum Holdings Inc. Medium Demand for Lumentum Holdings' AI data-center lasers exceeds what it can ship, per Stifel on 5 October 2026, and the 8 October 2026 optics selloff cut no estimates; the 5 November 2026 report decides whether revenue confirms the… LLY Eli Lilly and Company Medium Eli Lilly's tirzepatide drugs still drive fast sales growth and analysts keep raising targets, yet the shares closed 8.6% below their 52-week high on 8 October 2026. The 29 October 2026 third-quarter report shows whether revenue clears the… MRVL Marvell Technology, Inc. Medium Marvell Technology's growth case strengthened at its 6 October 2026 Investor Day, which set a $70–90 billion fiscal 2031 revenue target against a $47 billion consensus. Alphabet's 28 October 2026 spending guidance and the early-December… 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… 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, still carries the case despite this week's memory selloff and Taiwan strike vote. The… NVDA NVIDIA Corporation Medium NVIDIA's data-center demand has to carry October-quarter revenue to its $108.0 billion outlook as doubts grow over how AI buyers fund their purchases; NVIDIA's 17 November 2026 fiscal third-quarter report settles the case. SNDK Sandisk Corporation Medium Sandisk's contract-backed AI storage recovery still has rising NAND prices behind it, but memory shares now fall even on record peer results. Sandisk's 29 October 2026 fiscal Q1 2027 report settles the case if revenue reaches $10.3 billion… SNX TD SYNNEX Corporation Medium TD SYNNEX's Hyve AI server unit is driving earnings and guidance well above forecasts while the business burns cash; the fiscal Q4 report (~January 2027) settles whether that profit turns into positive operating cash flow. TSM Taiwan Semiconductor Manufacturing Company Ltd. Medium Taiwan Semiconductor Manufacturing's third-quarter sales of about NT$1.49 trillion beat its own guidance, so the case now rests on margin; the 15 October 2026 report decides whether gross margin holds 65% and fourth-quarter guidance keeps… 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%. 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… ALVO Alvotech Medium Alvotech's shares turn on FDA approval of its Simponi and Eylea biosimilars, reported due 4 December 2026. The 5 October 2026 FDA clearance of more U.S. output from its Reykjavik plant makes approval likelier, and a manufacturing-related… AMAT Applied Materials, Inc. Medium Applied Materials' chip-equipment recovery case holds as TSMC's September revenue rose 54.6% and Micron raises spending; the 13 October 2026 SEMICON West briefing, TSMC's 15 October 2026 results and the ~12 November 2026 report against a… AMPL Amplitude, Inc. Medium Amplitude's shares hit a new 52-week closing high of $15.29 on 8 October 2026 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… 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… ASML ASML Holding N.V. Medium ASML Holding's raised €43–45 billion 2026 sales outlook and rising memory-maker spending support its lithography upturn; third-quarter sales against the €11.0–12.0 billion guide on 14 October 2026 settle the near-term case. 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… 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; the 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 is growing revenue faster than its 27–28% FY2026 guidance implies, though a steep fourth-quarter 2025 comparison narrows the room for a raise; the third-quarter report expected around 4 November 2026 shows whether… 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, tests whether revenue stays on track for… CIEN Ciena Corporation Medium Ciena Corporation's AI-driven optical order book, with backlog expected above $10 billion, has lifted the shares off their September lows. The fiscal-fourth-quarter report, estimated for about 10 December 2026, settles the case: revenue… 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 AI datacenter hardware business is still growing fastest, but its shares fell to $356.53 on 8 October 2026 with no company news; the 26 October 2026 report must hit $5.25–$5.55 billion revenue and keep the $20.5 billion 2026… 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… COHU Cohu, Inc. Medium Cohu's AI-driven chip-test recovery has lifted the shares to $68.37, level with the $70.88 average analyst target; the Q3 report, expected about 29 October 2026, and the 10 November 2026 investor day show whether revenue and new targets… CRDO Credo Technology Group Holding Ltd Medium Credo Technology's revenue is still more than doubling and management expects optical products to lift second-half fiscal 2027 growth. The early-December fiscal second-quarter report settles it: revenue at or above the $525 million… 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… CRWD CrowdStrike Holdings, Inc. Medium CrowdStrike's record second-quarter subscription growth and AI-agent security demand still support the shares after a 5.7% pullback from their 6 October 2026 high. The ~1 December 2026 third-quarter report decides whether net new annual… 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… 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%… CVX Chevron Corporation Medium Chevron looks modestly more likely to beat the S&P 500 than lag it as Brent crude returns above $105 and refining lifts third-quarter earnings. The 30 October 2026 report settles whether downstream earnings rose and buybacks held within… CYRX CryoPort, Inc. Medium Cryoport's cell and gene therapy cold-chain business turned to positive adjusted EBITDA in Q2, and its shares have cooled to $16.90 from an $18.14 high. The ~4 November 2026 third-quarter report shows whether that profit repeats and… 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 closed at a 52-week high of $120.72 on 8 October 2026 as record third-quarter diesel margins lift estimates such as UBS's $8.30 a share; the 28 October 2026 report shows whether refining margin beat the second… 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… 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 $39.80 on 8 October 2026, below the $49 July offering price. The mid-November first-quarter report and… FRO Frontline Plc Medium Frontline's shares are back at a 52-week high because renewed Gulf tanker attacks keep crude-carrier rates high. The 30 November 2026 third-quarter report shows whether achieved VLCC earnings held the second quarter's $152,700 per day. FROG JFrog Ltd. Medium JFrog's 29% second-quarter revenue growth and raised $648M-$652M full-year guide keep its shares 6.5% 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 and raised 2026 guidance hold the shares near their $191.27 52-week high, above the consensus analyst target; the 28 October 2026 third-quarter report shows whether billings and product revenue justify that… 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… GS The Goldman Sachs Group, Inc. Medium Goldman Sachs shares, 23.0% below their 52-week high and oversold after a mid-September trading warning, already price in a weaker quarter; the 13 October 2026 third-quarter report shows whether earnings hold within the $13.87 to $15.39… 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 $53.56 on 8 October 2026, above the $53.16… HAE Haemonetics Corporation Medium The 5 November 2026 second-quarter report must put a revenue figure on that rollout. HALO Halozyme Therapeutics, Inc. Medium Halozyme Therapeutics' royalty growth, up 50% to $307.7 million in the second quarter, and a 7 October 2026 Dutch patent win over Merck support shares 4.7% below their high. Partner reports from 13 October 2026 and Halozyme's third-quarter… 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… 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 12 November 2026, tests that outlook after the shares slipped 8.8%… 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 keeps supporting the shares despite directors selling in October. Third-quarter revenue, due in a possible October… 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… 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… 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 a 229.5% three-month rise. The early-November Q3 report shows whether Amtagvi revenue confirms it. ISRG Intuitive Surgical, Inc. Medium Intuitive Surgical's revenue grew 19% last quarter while its shares trade 29.9% 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 is a capital-markets upswing guided at mid-to-high-teens growth, and its 13 October 2026 third-quarter report shows whether earnings confirm it against a $5.93 EPS consensus. The shares closed at $331.42 on 8 October… 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… LPG Dorian Lpg Ltd Medium Dorian LPG has 99% of its September quarter fixed above $88,000 a day, setting up record results around 5 November 2026; US claims that oil again moves through Hormuz are the main threat to rates after that. LRCX Lam Research Corporation Medium Lam Research's recovery case rests on record memory profits, such as Samsung's 8 October 2026 guidance, turning into etch and deposition tool orders; the 21 October 2026 report settles it, needing revenue at or above the $8.10 billion… 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. MANE Veradermics, Incorporated Medium Veradermics' oral minoxidil tablet VDPHL01 has one strongly positive hair-loss trial, and its shares closed at $126.63 on 8 October 2026 after recovering the 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 hold the shares within 1% of 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 launch of the oral cholesterol pill Lipfendra, are reducing its reliance on Keytruda. The 29 October 2026 third-quarter report shows whether sales confirm… MSFT Microsoft Corporation Medium Microsoft's AI-platform case turns on Azure meeting its 44–45% constant-currency growth outlook in the fiscal Q1 FY27 report Microsoft confirmed for 28 October 2026. After a 33.9% three-month rise and an 8 October drop on OpenAI revenue… 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. NBIS Nebius Group N.V. Medium Nebius Group's case rests on GPU rental price increases of 17–21% from 1 October lifting revenue toward its $3.0–3.4 billion 2026 forecast. The third-quarter report, expected about 11 November 2026, shows whether the higher prices reach… 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,… NOW ServiceNow, Inc. Medium ServiceNow's AI products passed $1 billion in annual contract value and second-quarter subscription revenue grew 24.5%; the confirmed 28 October 2026 third-quarter report shows whether growth holds near the guided 20.5% and margins reach… 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 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. 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… ODD ODDITY Tech Ltd. Medium ODDITY Tech's guidance for third-quarter revenue down only about 5%, set on 9 September 2026 after beating its own second-quarter targets, keeps the beauty company a recovery case; the third-quarter report, expected around 17 November… 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. ONON On Holding AG Medium On Holding's 2029 goal of at least CHF 5.6 billion in sales and its first $1 billion buyback have lifted the shares off their 52-week low. The Q3 report, expected around 10 November 2026, will show whether growth holds near the company's… ONTO Onto Innovation Inc. Medium Onto Innovation's case rests on Atlas G6 inspection orders lifting third-quarter revenue to at least $380 million, its guidance floor; TSMC's 15 October 2026 report is the first test, and Onto's own report, expected 29 October to 5… 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… PANW Palo Alto Networks, Inc. Medium Palo Alto Networks' case rests on AI security demand lifting its $14.10B–$14.20B fiscal 2027 revenue outlook. The shares closed at $398.50 on 8 October 2026, 5.1% under the 6 October 2026 record, and the fiscal Q1 report expected about 19… 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… PENG Penguin Solutions, Inc. Medium Penguin Solutions' memory-led AI-infrastructure case strengthened after the 6 October beat and a fiscal 2027 sales outlook of about 40% growth. The early-January fiscal first-quarter report shows whether Integrated Memory growth holds. PLTR Palantir Technologies Inc. Medium Palantir Technologies' near-90% revenue growth and a 8 October 2026 Goldman Sachs upgrade have lifted the shares to $198.78, near their high; the third-quarter report, expected around 2 November, shows whether revenue meets the… PMTS CPI Card Group Inc. Medium CPI Card Group's free-cash-flow and debt-reduction case holds with the shares at $25.00 on 8 October 2026; the third-quarter report, expected 3 November 2026 or 11-04, decides whether margins back the $45–50 million cash forecast. 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 the second quarter's $24.08 per barrel. 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… 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… RCMT RCM Technologies, Inc. Medium RCM Technologies' shares sit at a 52-week high because energy-services work made Engineering its growth engine; the Q3 report, estimated for early-to-mid 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 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… RTX RTX Corporation Medium RTX Corporation keeps adding missile contracts, including a $6.3 billion SM-3 award on 8 October 2026, while its shares sit 18.3% below their high in a defense-sector selloff; the 20 October 2026 third-quarter report shows whether earnings… S SentinelOne, Inc. Medium SentinelOne's shares hold near a 52-week high on its AI-security story while net new recurring revenue grew only 4% and executives sold into the rally; OneCon 2026 on 20 October 2026 and the early-December Q3 report decide whether results… SEI Solaris Energy Infrastructure, Inc. Medium Solaris Energy Infrastructure's raised data-center power guidance and funded $1.25 billion build-out still support the shares after a rate-driven pullback to $73.08. The third-quarter report, expected around 3 November 2026, shows whether… SG Sweetgreen, Inc. Medium Sweetgreen's shares have extended their recovery from the summer cyclospora outbreak to $9.57, above every consensus target; the third-quarter report, expected around 5 November 2026, decides whether comparable sales confirm the recovery. 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, expected 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 networking-card revenue rose 59% in Q2 2026 and a first AI inference order adds a second growth line, with the shares now back below Needham's $60 target. The 29 October 2026 third-quarter report shows whether revenue meets the… 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 guidance. The 28 October report settles it, after the shares fell 8.4% with memory stocks on 8 October. 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 lifted the shares 41.9% in three months to a $197.20 closing high; 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, has lifted the shares to $343.40, 3.7% under their $356.47 high despite $3.75 billion of new convertibles. The ~2 December 2026 Q3 report… SOPH SOPHiA GENETICS SA Medium SOPHiA GENETICS' cloud genomics platform is still growing faster than its guide, with Q2 revenue up 27% and a new Myriad prostate-cancer deal on 8 October 2026; the Q3 report, estimated for 3 November 2026, shows whether the $94–96 million… 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, and new OpenAI-powered agents have carried the shares to a 52-week high; the 5 November 2026 report shows whether cloud growth meets the guided ~28.5% on $1,705–1,715 million revenue. TEN Tsakos Energy Navigation Ltd. Medium Tsakos Energy Navigation's earnings are rising with crude tanker rates that hit new all-time highs in early October 2026, and management said the third quarter is tracking ahead of the second. The report expected around 19 November 2026… TSEM Tower Semiconductor Ltd. Medium Tower Semiconductor's silicon-photonics foundry business is shipping in volume against contracted 2027 demand, and the 8 October optics sell-off carried no company news; the mid-November third-quarter report settles whether revenue lands… TSSI TSS, Inc. Medium TSS, Inc.'s pivot to higher-margin AI rack integration is lifting profit while total sales shrink; the third-quarter report, expected around 16 November, settles whether integration revenue tops the second quarter's $13.9 million. TXN Texas Instruments Incorporated Medium Texas Instruments' analog recovery and October price increases still support the shares after a 8 October 2026 close of $288.20; the 21 October 2026 third-quarter report must land 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, 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. 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 20 October 2026 third-quarter report shows whether those royalties recur after the… VLO Valero Energy Corporation Medium Valero Energy's record share price rests on diesel refining margins that a 100 million barrel G7 stock release is now testing. The 22 October third-quarter report shows whether realized margins and fourth-quarter commentary hold up. 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. Pancreatic and lung response rates, set against a rival's 50%… 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… XMTR Xometry, Inc. Medium Xometry's AI-assisted manufacturing marketplace has held its shares near a record $110.66 close on raised August guidance. The third-quarter report, expected around 4 November 2026, settles it on revenue of at least $234 million and… ZBRA Zebra Technologies Corporation Medium Zebra Technologies' raised 2026 earnings outlook has lifted the shares to within 1% of their $386.05 52-week high. The Q3 report on 3 November 2026 shows whether adjusted EPS clears the guided $4.70–$4.90 and supports a 43.3% three-month… ZLAB Zai Lab Limited Medium Zai Lab's re-rating case rests 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. ZS Zscaler, Inc. Medium Zscaler's 6 October investor day reaffirmed fiscal 2027 guidance and set a path to more than $8 billion of recurring revenue by fiscal 2031, lifting analyst targets; the late-November or early-December report shows whether revenue beats… BE Bloom Energy Corporation Medium Bloom Energy's fuel-cell power for AI data centers and utilities keeps winning orders, but rising Treasury yields pulled the shares to $272.82 on 8 October 2026. The third-quarter report, expected around 27 October, tests whether the…