Filtered library · Theme
M&A & special situations theme · 95 dossiers
Dossiers in the M&A & special situations theme cluster — 95 names moving on shared catalysts.
DormantLast produced 23 August 2026, 18 days ago — outside the 14-day window the model counts as current work.
All 95 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers APGE Apogee Therapeutics, Inc. SUPREME The all-cash takeout settled: the AbbVie merger became effective 2026-09-03 at $135.11 per share (~$10.9B equity value), trading was halted after the 2026-09-02 close of $135.07 and Nasdaq suspended the stock 2026-09-04. The leg terminated… ATAI AtaiBeckley Inc. SUPREME All named antitrust gates are retired: HSR expired 2026-08-28, the UK CMA had no further questions on 2026-08-21, Germany cleared 2026-07-30, and the ACCC's 14-day waiting period runs to 10:00 a.m. ET on 2026-09-10. Only the 2026-09-08… DSGR Distribution Solutions Group, Inc. SUPREME DSGR trades $0.34 under the $35.00 all-cash price LKCM Headwater agreed on 2026-07-16 to pay for the ~21% of the company it does not already own; the 2026-09-01 PREM14A and SC 13E-3 filings started the clock, leaving only HSR and a… ATKR Atkore Inc. HIGH Eight days to the HSR gate: notifications filed 2026-08-14 put the initial waiting period's expiry at 2026-09-14, and EDGAR still shows no definitive proxy as of 2026-09-06 — the 2026-08-28 PREM14A leaves meeting date, record date and… PSNL Personalis, Inc. HIGH The MRD story has been overtaken by a live sale process: StreetInsider reported 2026-07-17 that Personalis retained Centerview, TD Securities and Cooley after takeover interest from Merck (already a >10% holder and 19% of Q1 revenue) plus… FA First Advantage Corporation MEDIUM Aug 6 flipped the frame: Q2 revenue $448.8M/+14.9% vs $415.0M consensus, adj EPS $0.35 vs $0.28, and the first FY guide raise of the cycle ($1.67–1.71B). Needham upgraded to Buy/$28, RBC to $24 — targets moved above spot for the first… ILMN Illumina, Inc. LOW Momentum has outrun the information set: a 52-week high of $227.69 then a fade to the 2026-08-28 close of $215.59, RSI(14) 69.2, with no company-dated input since the 2026-07-30 beat-and-raise and none scheduled before the Q3 print… ALOT AstroNova, Inc. SUPREME Closed situation: Arcline's $29.00 all-cash take-private completed 2026-08-26, shares converted to cash and Nasdaq trading ended, with Nasdaq's Form 25-NSE filed the same day and no Form 15 on EDGAR as of 2026-09-06. The final $28.99 close… AVNS Avanos Medical, Inc. SUPREME Closed record, not a live setup: AIP's $25.00/share all-cash take-private completed 2026-07-27 (EV ~$1.272B), AVNS left the NYSE that day, and the 2026-08-06 Form 15-12G — one holder of record — suspended SEC reporting. Nothing is dated… CBZ CBIZ, Inc. SUPREME Completion-and-clock trade now: the 2026-09-04 close of $54.85 sits $0.15 under signed $55.00 all-cash terms, in from $0.34 on 2026-08-21, after the go-shop lapsed 2026-08-27 and the same-day PREM14A disclosed 24 parties contacted, six… CCRN Cross Country Healthcare, Inc. SUPREME Terminated rather than live: the Knox Lane take-private closed 2026-07-21 at $13.25 cash, Nasdaq filed Form 25 that day, and the Form 15-12G/A of 2026-07-31 certifies approximately one holder of record. EDGAR has recorded no filing for the… CNTA Centessa Pharmaceuticals plc SUPREME Closed cash-plus-CVR takeout; nothing trades. Lilly's UK scheme ($38.00 cash plus a non-transferable CVR of up to $9.00) went effective 2026-06-24, Form 15-12G dated 2026-07-06. Since the last note the only motion is registry-side:… CRNX Crinetics Pharmaceuticals, Inc. SUPREME The settlement claim resolved: the Vertex merger became effective 2026-09-01 at $85.00 a share in cash, Nasdaq trading was suspended before that day's open and a Form 25 was requested. The final print is $84.95 on 2026-08-31; shares are… FBRX Forte Biosciences, Inc. SUPREME The spread paid as contracted: argenx reported 19,894,879 shares tendered (~87.13%) at the 2026-08-26 expiration, completed the back-end merger at $77.00 cash on 2026-08-27 and ended the Nasdaq listing. The final print was $76.99, a cent… GBTG Global Business Travel Group, Inc. SUPREME Take-private in its last mile: stockholders adopted the $9.50 Long Lake merger on 2026-08-03 and the 2026-09-04 close of $9.48 leaves $0.02 gross against the unaffected $5.93. Only undated offshore clearances stand before the 2026-11-02… KALV KalVista Pharmaceuticals, Inc. SUPREME Resolved cash takeout, not a live security: Chiesi's $27.00/share acquisition closed 2026-06-11 and KALV stopped trading on Nasdaq that morning. An EDGAR check on 2026-09-05 shows no issuer filing since the 2026-08-14 Schedule 13G/A… LPRO Open Lending Corporation SUPREME Terminal and now deregistered: ANV's $3.15 all-cash tender took ~85.65% by 2026-07-27, the §251(h) merger closed 2026-07-30, Form 25-NSE went in the same day and Form 15-12G on 2026-08-10. Last public close $3.14 on 2026-07-29. Nothing… OLPX Olaplex Holdings, Inc. SUPREME Closed by event and unchanged since: Henkel's all-cash takeout completed 2026-07-07 at $2.06 per share, Nasdaq delisting and a Form 15-12G followed, and Henkel's IR calendar now dates the first consolidated period containing the brand to… PAYO Payoneer Global Inc. SUPREME Merger-arb into a dated gate: the 2026-09-14 special meeting is eight days out, HSR early termination was granted 2026-07-28, and the 2026-09-04 close of $7.17 leaves $0.23 to Nuvei's $7.40 all-cash offer — the tightest spread since… TBRG TruBridge, Inc. SUPREME Closed and deregistered — the IKS Health merger paid $26.25/share cash at the 2026-07-09 effective time, Form 25 the same day, Form 15-12G on 2026-07-24, and the adjusted series stops at $26.24 on 2026-07-08. The only live thread is a… ARX Accelerant Holdings HIGH Fixed-price take-private: $20.25 all-cash from Thoma Bravo, with the 2026-09-04 close of $19.88 leaving a $0.37 gross spread on an insurance-regulatory calendar guided to H1 2027. The spread has tightened from $0.66 on 2026-08-21 on an… ESPR Esperion Therapeutics, Inc. HIGH Resolved and off the tape: the ARCHIMED take-private closed 2026-07-13 at $3.16 cash plus a non-transferable CVR of up to $100M, and Esperion filed a Form 15-12G on 2026-07-23 to suspend Exchange Act reporting. The last listed close was… ITGR Integer Holdings Corporation HIGH Signed-deal instrument since 2026-08-03: KKR's $127.00 all-cash agreement leaves $1.67 above the 2026-08-28 close of $125.33. Four weeks after signing, no merger proxy is on file and no HSR filing date has been disclosed, so a year-end… MKTX MarketAxess Holdings, Inc. HIGH ICE's $167.00 all-cash deal (signed 2026-07-30) leaves MKTX trading purely as a spread: $167.00 less the 2026-08-28 close of $162.72 is $4.28 gross, in from $4.89 a week earlier. ICE's $3.75B bond pricing on 2026-08-11 took the financing… MRX Marex Group plc HIGH Roll-up compounder in clean momentum continuation: the sell-side is now chasing price, with KBW $80, Barclays $76 and Piper $75 targets (Jul 9-15) leapfrogging the old $60 consensus, while the Bright Point clearing bolt-on (2026-07-09)… OGN Organon & Co. HIGH Deal-pinned arbitrage with no discretionary leg left: the $14.00 all-cash Sun Pharma merger was approved by holders 2026-07-23, and the 2026-09-04 close of $13.78 leaves $0.22 gross into a stated early-2027 completion against a 2027-01-26… RAMP LiveRamp Holdings, Inc. HIGH Shareholder gate cleared 2026-08-17 (51,578,202 for / 60,073 against), leaving CFIUS, HSR and non-US clearances as the only open conditions on Publicis' $38.50 cash offer. The 2026-09-04 close of $37.75 is $0.75 under contract, tighter… SAFT Safety Insurance Group, Inc. HIGH The Mapfre $105.00 all-cash deal finally has filed dates: HSR filings made 2026-08-13 with the initial waiting period expiring 2026-09-14, a Massachusetts Form A filed 2026-08-25, and a preliminary proxy filed 2026-09-03 that still leaves… SMTI Sanara MedTech Inc. HIGH Merger-arb instrument since MIMEDX's 2026-07-29 agreement ($33.00 cash + 0.4735 MDXG per share). A Form S-4 now appears on EDGAR under MIMEDX's CIK with a 2026-08-24 consent exhibit, moving the deal into its documented phase; at the… TECH Bio-Techne Corp HIGH Merger arb pinned 57 cents under Merck KGaA's $73.00 cash bid: the 2026-09-23 special meeting is dated, and the HSR clock restarted by the 2026-08-19 refiling should lapse around 2026-09-18, with no FTC clearance and no second request… UTZ Utz Brands, Inc. HIGH The 2026-08-24 preliminary merger proxy filled the one gap in the prior read: Intersnack's $14.25 all-cash take-private now has a filed Schedule 14A, and the 2026-08-28 close of $14.20 leaves $0.05 of gross spread to a company-guided Q4… ACB Aurora Cannabis Inc. MEDIUM The 2026-09-02 directors' circular came and went as a unanimous rejection with no raise, and Curaleaf reaffirmed 0.3463 shares plus US$0.75 cash the same day. The 2026-09-04 close of $3.95 sits just under the announced US$4.00, so the… ACIW ACI Worldwide, Inc. MEDIUM Special-situation breakup narrative accelerating: Reuters (2026-07-17) reports ACI exploring a ~$1.5B sale of its Biller unit, which would surface sum-of-the-parts value and re-rate the faster-growing Payments Software segment. Q1 beat +… AZTA Azenta, Inc. MEDIUM The prior break level fired: the 2026-09-04 weekly close at $31.33 unwound the whole news-free August advance from $37.40 (Aug 21). What remains is a cash-rich self-help case — $529M and no debt at June 30, the full $63M B Medical price… BH Biglari Holdings Inc. MEDIUM Seven weeks of shelf between $383.75 and $388.85 with no company news since the 2026-08-07 Q2 release; what moved is the collateral — Cracker Barrel fell to $54.69 on 2026-09-04 from $57.65 on 2026-08-21, and its estimated 2026-09-17 Q4… BMY Bristol-Myers Squibb Co. MEDIUM Post-guidance-reset re-rate printed a new 52-week high of $68.09 before the 2026-09-04 close of $66.82, but the first negative company headline of the leg — the zola-cel autoimmune CAR-T enrollment pause confirmed 2026-08-31 — arrived with… BOLD Boundless Bio, Inc. MEDIUM Merger-arb wrapper on a cash shell: a planned $44–48M pre-close cash dividend plus a 3.69% stub in the AATD base-editing NewCo. Eleven weeks after the 2026-06-23 announcement the Form S-4 is still absent — EDGAR's latest filing of any kind… CCC CCC Intelligent Solutions Holdings Inc. MEDIUM Cheap, high-margin insurtech SaaS put in play: a Morgan Stanley-run sale process plus a fresh Elliott activist stake. Shares popped ~13% to ~$6 on the 2026-07-09 Reuters report yet still sit below a plausible PE take-out. The trade is… CMBT CMB.TECH NV MEDIUM The 2026-09-03 half-year came and went and the tape extended through it: a 52-week closing high of $19.49 on 2026-09-04, RSI(14) 77.2, with no new company release on the US wire since 2026-08-27. What is left of the leg is $231.4M of… CMCO Columbus McKinnon Corporation MEDIUM First full combined quarter post-Kito Crosby beat hard (adj EPS $0.61 vs $0.27 est) and drove a guidance raise on all three lines on 2026-07-30; the leg being bought is deleveraging from 4.9x toward sub-4x by FY28 on $70M of synergies. No… CXT Crane NXT, Co. MEDIUM The post-print give-back stopped rather than reversed: $50.20 on 2026-08-21 and $50.06 on 2026-09-04, RSI back to 49.5, with the $47 washout shelf untested since the 2026-08-19 $48.06 open. The sell-side anchor reset lower in the same… DLTR Dollar Tree Inc. MEDIUM The guide-raise resolved on 2026-08-27 — FY26 adjusted EPS moved to $7.70–$8.05 from $6.70–$7.10 against a $7.04 consensus mark — and the tape paid nothing: $131.42 on 2026-09-04 versus $131.48 on 2026-08-21. With Q3 EPS guided $0.80–$0.95… EPC Edgewell Personal Care Company MEDIUM Two legs — a refused $30 take-private (2026-06-22) and a first positive organic quarter (fiscal Q3 +1.1%, adjusted EPS $0.72 vs $0.62) — hold the shares 2.7% under the $29.66 high at the 2026-09-04 close of $28.87. Seventy-four days on… HPP Hudson Pacific Properties, Inc. MEDIUM Refinancing binary now ten days out: the 10-Q (2026-08-10) fixes the Hollywood Media Portfolio loan maturity at 2026-09-09 with the longer-term extension unresolved. The equity gave back the post-print move — $14.50 on 08-21 to $13.14 on… IDYA IDEAYA Biosciences, Inc. MEDIUM Three legs now: the darovasertib NDA under FDA RTOR guided complete H2 2026, the Genentech MTAP/PRMT5 tie-ups, and — new on 2026-08-31 — an FDA-agreed Phase 3 design for IDE849 in ES-SCLC. The 2026-08-31 and 2026-09-01 headlines did not… LILA Liberty Latin America Ltd. MEDIUM Break-up leg holds: the adjusted series set a 52-week high of $8.77 after Morgan Stanley's 2026-08-20 cut to Underweight $7.00, and price closed $8.52 on 2026-09-04. But the flow behind the story has thinned — no company-dated headline… NEOG Neogen Corporation MEDIUM The first rating change of the cycle landed on 2026-08-26 — Piper Sandler to Overweight, target $14 from $13 — and the tape did not follow: $11.66 on 2026-08-28 against $11.95 on 2026-08-21 and 4.0% under the $12.15 high. Nothing… NKTR Nektar Therapeutics MEDIUM M&A read-through re-accelerating: AbbVie's $10.9B Apogee buyout (June 22, 2026) reframed NKTR as the next takeout-able Treg-IL-2 atopic-dermatitis asset, driving a ~25% run off the June low to ~$70. It's sympathy optionality, not fresh… OXM Oxford Industries, Inc. MEDIUM Setup inverted since the June breakdown. OXM reclaimed its 200-day ($39.11) and 50-day ($39.94) off the $35.83 low, the CEO bought 2,500 shares at $36.90 on 2026-06-12, and ~$25M of filed IEEPA tariff-refund claims — 4% of market cap,… PD PagerDuty, Inc. MEDIUM The read has flipped from value trap to ownership story. Price reclaimed the 200-DMA (~$10.30 on 2026-07-17, +13% in three weeks), Truist lifted its PT to $11 on 2026-07-09, and the 2026-07-14 addition of Alex Shootman — who sold Workfront… PRGS Progress Software Corporation MEDIUM Disciplined software roll-up ("Total Growth Strategy") re-rated by a fresh catalyst cluster: Q2 beat + FY guide raise (2026-06-30) and the $400M Domo buy (2026-07-22). Special-situations theme active, but a maturing low-beta compounder —… PRM Perimeter Solutions, Inc. MEDIUM Monopoly wildfire retardant (PHOS-CHEK) into a season at national Preparedness Level 5 — 3.85M acres burned YTD (NIFC, 7/18), ~157% of the 10-yr average. JPM initiated Overweight $50 on 7/9, lifting the 4-analyst average target to $45.… RLYB Rallybio Corporation MEDIUM The S-4/A filed 2026-08-26 marks Rallybio Net Cash at ~$82.2M as of 2026-08-15 but still leaves the record date and meeting date blank, so no timetable is public. The cash discount stays inverted while burn runs and the clock has no fixed… RMAX Re/Max Holdings, Inc. MEDIUM Merger arb that finally got a date. DOJ granted HSR early termination 2026-07-13 and both special meetings are set for 2026-08-14, removing the regulatory leg. RMAX $11.10 vs ~$11.86 blended (5.150 REAX at $2.21 plus the prorated $13.80… SYNA Synaptics Incorporated MEDIUM Standalone story ended at the 2026-06-25 all-stock takeout; At the 2026-09-04 closes the gross discount compressed to ~1.4% (1.350 × $74.38 = $100.41 vs $98.99), a fourth consecutive tightening mark, while EDGAR showed no S-4 amendment as… ACHR Archer Aviation Inc. LOW The 2026-08-10 Boeing re-rating has failed outright: the 2026-09-04 close of $5.71 sits below the $6.26 pre-announcement reference the deal leg was measured against, and neither the 2026-08-24 AEG vertiport agreement nor the 2026-09-03 "No… ACLS Axcelis Technologies, Inc. LOW Axcelis has stopped falling without being re-bid: $115.57 on 2026-08-28 to $115.08 on 2026-09-04, RSI(14) down to 22.0, 39.9% under the $191.6 high. What is left is a de-rated implant franchise plus an undated China SAMR ruling into the… ANAB AnaptysBio, Inc. LOW Single-question Chancery stub: the next dated docket step is the defendants' answering brief on 2026-09-25, while June-quarter results are still absent from the public record through 2026-09-06 and momentum has decayed — RSI(14) 38.7 at… BAK Braskem S.A. LOW The subsidiary perimeter resolved first: Braskem Idesa's prepackaged Chapter 11, filed 2026-08-17 in SD Texas, cuts over US$920M of debt and leaves existing shareholders one-third of reorganized equity, with a combined disclosure-statement… CCXI Churchill Capital Corp XI LOW De-SPAC humanoid pure-play still bleeding premium: $17.07 (2026-08-14) → $14.57 (2026-08-21) → $13.40 (2026-09-04), RSI(14) down to 25.9. The only company-dated item since the 2026-07-14 confidential S-4 is an 2026-08-27… CNMD CONMED Corporation LOW Fifty-seven days have passed without a process headline: the 2026-07-10 sale report is still the only leg, and price has started giving ground — $49.32 on 2026-09-04 against the $51.07 close of 2026-08-21, back onto the August shelf. No… CODI Compass Diversified LOW The post-Q2 re-rating is being given back: after a 2026-08-11 high of $12.71 on TD Cowen's $12.50→$18. Riley's upgrade to $15, price closed $11.45 on 2026-08-28 with no company-dated catalyst before the ~2026-11-02 Q3 print. Four insiders… CPIX Cumberland Pharmaceuticals Inc. LOW Deal-arb thesis is now spent: the $100M Apotex asset sale closed 2026-07-01 after a 99.84% shareholder vote on 2026-06-24, so the dated binary that drove the ~3.2x off $1.85 to a $7.36 high is consumed. What remains is a cash-rich clinical… CRTO Criteo S.A. LOW Takeover-premium leg is dead and nothing replaced it: 55 days after the 2026-07-06 Vista/Quinti report no party has confirmed anything, and the freshest headlines are a Huber Research double downgrade (2026-08-24) and a Zacks cut to Strong… DNUT Krispy Kreme, Inc. LOW The asset-light conversion is intact — net leverage 5.4x at Q2 versus 7.5x a year earlier — but the August promotional bid faded before its own catalyst ended, closing $3.38 on 2026-09-04 against $3.59 on 2026-08-21 with the Pokémon… FWRD Forward Air Corporation LOW Busted-merger workout losing its bid: the +48% June bounce to $14.87 (on a speculative Amazon-bolt-on thesis) has faded ~13% to ~$13, whole-company sale is now reported "unlikely," and the 2026-07-10 chairman exit forfeited… HELE Helen of Troy Limited LOW Deleveraging stub coiling rather than breaking: HELE closed $28.40 on 2026-09-04, fractionally under a 50-day line that has risen to $28.43, still 6.0% below the 2026-08-14 closing high of $30.22, while short interest built to 13.14% of… IHRT iHeartMedia, Inc. LOW M&A leg is dead — no SiriusXM headline since the 2026-05-29 NYT "stalled" report and the April spike fully round-tripped ($6.33 high → $3.86 on 2026-08-07, -39%). What is left is a binary: Q2 print 2026-08-10 after the close is the first… IRWD Ironwood Pharmaceuticals, Inc. LOW Third straight fortnight of drift: $4.29 on 2026-08-21 to $4.26 on 2026-09-04, RSI 46.8, 21% under the $5.39 high, with the raised 2026-08-06 FY26 guide (revenue $460–485M, adjusted EBITDA above $310M) attracting no new bid. A deleveraging… JACK Jack In The Box Inc. LOW June's move was a float mechanic — Russell Microcap inclusion (effective 2026-06-30) into a 40%-short float drove $8.92 to $18.13, and it is unwinding ($14.98 on 2026-07-17, -7.76%). SSS is genuinely inflecting (-6.7% → -3.8%), but price… KODK Eastman Kodak Company LOW The post-print advance has round-tripped its momentum: the 2026-08-04 AM&C inflection ($105M, +40% YoY) is still the only evidence for the pivot, and with no Kodak filing since then the 2026-09-04 close of $9.29 sits on the $9.20 shelf… LAR Lithium Argentina AG LOW Commodity transmission is now broken in both directions: the GFEX front carbonate quote came off to ~CNY 152,000/t on 2026-09-04 from CNY 156,140/t on 2026-08-22 while the shares went $6.83 to $6.79. The saturated lithium-recovery story… LILAK Liberty Latin America Ltd. LOW Post-catalyst drift: the $500M preferred special dividend and the June Malone/Nair insider cluster already drove a ~70% run off $4.76 to ~$8.30, and the tape has stalled at $7.33. Citi cut to Neutral 2026-07-10 with a $8 target already… LNC Lincoln National Corp. LOW Legacy-risk-transfer re-rating: the 2026-07-30 Talcott deal cedes ~$5.8B of GUL statutory reserves for ~$200M all-in statutory capital, alongside a Q2 adjusted EPS beat at $2.24 vs $1.96. But the information is out, price sits 2.1% under… MGM MGM RESORTS INTERNATIONAL LOW Take-private process went live: WSJ reported substantive Diller talks 2026-07-10, MGM seated a special committee mid-July, and the board reportedly views $48.30 as too low — so the trade is now a bump handicap, not a growth story. At… NEXA Nexa Resources S.A. LOW Cyclical zinc-recovery confirmed and fully priced: Q1 EBITDA +126% YoY and Aripuanã's record 13kt ramp drove a run to the $16.89 high, but the equity now chops $12–13 while LME zinc printed a fresh 2026 high near US$3,622 — a bearish… OPI Office Properties Income Trust Common shares of beneficial interest LOW Post-reorg asset-sale arithmetic — $511.5M equity, $1.707B debt, 32 properties identified for sale — is trading on nothing new: no company release since 2026-08-05 and no EDGAR filing since Redwood's 2026-08-19 13D/A cut to 18.0%, with a… PBI Pitney Bowes Inc. LOW PBI broke the $17.62 shelf to a fresh 52-week high $18.62 (Jul 16) — the buyback/cost-cut re-rate is now extending, not consolidating. But revenue still shrinks ~3% YoY, consensus PT $16.43 sits below spot, and Q2 prints after close Jul… PLTK Playtika Holding Corp. LOW The control-premium leg is dead: the 2026-09-04 weekly close of $2.20 took out the $2.37 level published 2026-08-23, and the strategic review has run five months with no disclosure. What is left is a refinancing stub — $800M of… QRVO Qorvo, Inc. LOW Qorvo trades as a fixed-ratio merger spread: 0.960 SWKS plus $32.50 cash. Skyworks' $74.02 close on 2026-09-04 implies $103.56 against Qorvo's $102.84 — about 0.70% gross, the thinnest of this coverage, after the acquirer rallied 12.5% in… RPAY Repay Holdings Corporation LOW The Visa-headline pop has round-tripped — $4.01 on 2026-08-21 back to $3.88 on 2026-09-04 — while the deal file stayed silent: the only company items since are an 2026-08-26 NxtEdge AP partnership and a 2026-09-03 IR hire, leaving… SEER Seer, Inc. LOW The take-private ladder has stalled into a stand-off: the $2.55 Radoff-JEC bid lapsed unanswered on 2026-08-10, and the group's 2026-08-13 release demanding the board disclose an evaluation timeline has drawn no company reply through the… SITM SiTime Corporation LOW MEMS-timing picks-and-shovels story is fundamentally intact — Q1 datacenter revenue +158% YoY to 67% of sales, Renesas timing deal closed July 1 — but the momentum leg has broken: ~$550 on July 18 is ~39% off the May 11 all-time-high close… STAA STAAR Surgical Company LOW The re-rating leg failed and has not been re-bid: after the 2026-08-21 weekly close at $23.14 broke the $23.50 shelf, ten sessions produced only $23.47 on 2026-09-04 and a 2026-09-02 CTO appointment the tape ignored. What is left is a… TIC TIC Solutions, Inc LOW Post-merger re-rate: engineering/geospatial backlog hit a record $1.18B (+20% YoY) on 2026-08-06 while legacy inspection fell ~5.5% combined, and UBS's 2026-08-11 upgrade (Buy, PT $12.50 from $11.00) prices an inflection that Q2's +2.5%… TORO Toro Corp. LOW Panagiotidis shipping shell (NOT lawnmower TTC) ran 1.93→8.50 on a sub-NAV/special-dividend story that is now fully paid out and closed. Six weeks of dead tape since the 2026-06-05 payout ($3.8M cash + 5,707,246 NEW shares); on a true… TRIP TripAdvisor, Inc. LOW The prior $10 weekly-close condition fired: the week ending 2026-08-28 closed at $9.87, through JP Morgan's 2026-08-07 Underweight target, with metasearch revenue -21% YoY. What remains is a residual-value question — $700M of contracted… UNIT Uniti Group Inc. LOW Hyperscaler dark-fiber demand turned the post-Windstream deleveraging grind into a growth story (~$1.5B disclosed funnel, $68.7M of Q1 IRU revenue from one hyperscaler), but the June re-rate to ~$11 has stalled in a three-week range above… VECO Veeco Instruments Inc. LOW Merger-arb tracking stock for Axcelis: fixed 0.3575 ACLS/VECO, both votes cleared 2026-02-06, only China SAMR remains before the 2026-09-30 outside date. ACLS's slide to ~$134 de-pegged VECO to a premium over the exchange ratio (~$48) —… WLFC Willis Lease Finance Corporation LOW Engine-leasing supercycle still printing records (Q1 rev +23%, EPS $4.03 vs $3.02 est), but the theme is maturing and the stock has faded ~18% off its 2026-07-06 ATH into the now-completed 3-for-1 split. The event stack has collapsed to… WSC WillScot Holdings Corporation LOW Cyclical modular-space leasing recovery with a small data-center kicker and an activist/M&A floor, but range-bound and digesting: shares drifted to ~$26 under the $31.88 high after the 2026-06-27 Russell growth-index removal. The confirmed… XHG XChange TEC.INC LOW The 2026-08-13 non-binding First Cycle LOI re-rated XHG ~4x, and the leg has since stalled: no company disclosure in 16 sessions, the 2026-08-28 close of $3.41 sits 26.2% under the $4.62 high, and a registered $100.0M discretionary ADS… XRX Xerox Holdings Corporation LOW Distressed-deleveraging special situation that round-tripped its June activist pop into a binary 2026-07-30 Q2 print. At ~$2.60 it sits below the $2.75 Hold consensus and inside the $2.25–$2.50 target band; anchor buyer STARTEEPO (8.8M sh,… XTLB XTL Biopharmaceuticals Ltd. LOW The compliance-cure leg is spent and the $2.70 private-placement shelf broke — $2.47 on 2026-08-28 — even as the psychedelics complex got its loudest policy headline of the year on 2026-08-18 (University of Miami's 1994 ibogaine IND handed… ZENA ZenaTech, Inc. LOW The Section 232 leg is spent for ZENA: the 2026-08-13/14 policy advance round-tripped to a 2026-08-28 close of $1.71, breaking the $1.95 weekly shelf and the $2.12 May unit price, and the company's own 2026-08-17 advantage release carried…