Filtered library · Theme
Managed care & health services theme · 88 dossiers
Dossiers in the Managed care & health services theme cluster — 88 names moving on shared catalysts.
Theme runProduced by the theme run on 10 September 2026, saturated.
All 88 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers HUM Humana Inc. fresh MEDIUM Humana's Medicare Advantage margin reset supports continuation above the $409.42 adjusted reference high before a daily close below $383. Bernstein maintained its $425 analyst target on 2026-09-09, while October Star Ratings leave the 2028… OSCR Oscar Health, Inc. fresh MEDIUM Oscar Health's next valuation leg needs quantified 2027 growth at its September 16, 2026 Investor Day. Confirmation requires that disclosure and a subsequent weekly close above $32.76 before a weekly close below $29.83; absence of the… CNC Centene Corporation fresh LOW Centene's margin-repair case requires sustained earnings guidance and a weekly breakout above $68.72 by its 2026-10-27 results. The 2026-09-09 daily close of $64.06 leaves continuation under pressure; a weekly close below $65 or a… HNGE Hinge Health, Inc. fresh LOW Digital-MSK profitability re-rate broke out in May and was pushed into open price discovery by the 2026-06-09 mid-quarter raise (Q2 to $200–202M, +45%; FY26 to $818–824M). But nine sell-side target hikes in two weeks plus accelerating… CXW CoreCivic, Inc. HIGH DHS is buying CoreCivic's detention real estate outright — $2.2B gross for four facilities, about $307k/bed — while CoreCivic keeps operating them; proceeds funded $608.5M of debt repayment and a $500M buyback expansion (2026-08-05… GEO The GEO Group, Inc. HIGH Federal detention-capacity narrative is converting to signed revenue: five-year ICE contracts effective 2026-07-09 (Big Horn, 1,188 beds, ~$85M/yr) and 2026-08-01 (Rivers, 1,320 beds, ~$80M/yr), with FY26 GAAP EPS guided up to $1.27–$1.32… LFST LifeStance Health Group, Inc. HIGH Margin-inflection pivot is now being repriced by the calendar rather than by new company data: LifeStance confirmed on 2026-09-01 that its CFO presents at Jefferies on 2026-09-14 and its CEO at Morgan Stanley on 2026-09-15, putting two… ASTH Astrana Health Inc. MEDIUM Full-risk value-based-care compounder: the 2026-08-06 Q2 raised FY adjusted EBITDA guidance to $255–280M on 49% revenue growth, but revenue missed at $972.5M vs $985.7M consensus and the shares sit 22.8% under the $49.81 high. Truist $55… AVAH Aveanna Healthcare Holdings Inc. MEDIUM the last close carried into coverage is $13.58 (2026-09-04) against a $13.82 52-week high — and the leg on offer is a fifth straight FY2026 guide raise at the Q3 print. Between here and then: two conference dates, a ~2026-09-20… PGNY Progyny, Inc. MEDIUM The August de-rate stopped without a new bid: the 2026-09-04 close of $25.94 is 1.1% above the 2026-08-21 close of $25.65, while RSI(14) reset from 18.1 to 55.9. The narrative leg has shifted to Progyny Select — Citizens' 2026-09-02 note… PRGO PERRIGO COMPANY PLC MEDIUM Store-brand self-care turnaround re-rating off the 2026-08-05 beat — adjusted EPS $0.50 and a reaffirmed core adjusted-EPS guide of $2.25–$2.55 against a $2.07B market cap and $3.3B of debt, with infant-formula and oral-care strategic… QNST QuinStreet, Inc. MEDIUM The 2026-08-06 beat-and-raise stands unrevised while the tape has faded since mid-August: the 2026-09-04 close was $18.73, 14.9% under the $22.02 high, with all six published targets ($21–$24) sitting above it. Northland's 2026-09-01… STLN Starling Oncology, Inc. MEDIUM Value-based oncology pivot repriced on the 2026-08-06 Q2 print: revenue $161.3M (+34.6% YoY), gross profit +55.2%, first positive adjusted EBITDA (+$229K), FY26 guide raised to $650–670M. The capitated/delegated-risk ramp is the leg, but… TNET Trinet Group, Inc. MEDIUM Post-print durability leg: after the 2026-07-30 Q2 beat (ICR 86% vs 90%, adj EPS $1.55 vs $0.93) and FY guide raise, TNET closed 2026-08-28 at $70.27, 2.0% under its $71.67 high. UBS lifted its target to $71 on 2026-08-24 but the… AAPL Apple Inc. LOW July's rotation-crown has slipped — Polymarket now gives Apple 20% odds of ending 2026 as the largest company (7/24) and semis are breaking out again (NVDA 7/23). The live narrative is the 'anti-CapEx AI trade' as Alphabet turns… AGL agilon health, inc. LOW Value-based-care turnaround is filed, not promised: Q2 (2026-08-05) medical margin $197M vs -$53M a year earlier, FY26 adjusted EBITDA guided $75–$95M. The re-rating leg has stalled anyway — the 2026-09-04 close of $88.50 sits 31.8% under… HIMS Hims & Hers Health, Inc. LOW GLP-1 reaccel gets marked to market on 2026-08-10: guide $680-700M (+25-28%) vs Q1's +4%, street at $698.9M. Since the last note the FTC/CA/UT sued (2026-07-29, N.D. Cal.), BofA cut $37 to $30, and Amazon ($50/mo Medicare GLP-1,… NUTX Nutex Health Inc. LOW Re-rating leg has stalled: NUTX closed $162.98 on 2026-07-17 after five straight down days, ~20% off the $204.00 high, giving back the June breakout that B. Riley's 2026-06-26 Buy/$290 initiation topped out. A $55.0M true-up of 18,950… OMDA Omada Health, Inc. LOW The post-print leg is fully retraced — $22.77 on 2026-09-04 versus $23.89 on 2026-08-21 and the $26.78 52-week high — leaving price under the mid-July pre-beat shelf despite eight sell-side target actions between 2026-08-03 and 2026-08-31.… PAYS Paysign, Inc. LOW The momentum leg has broken while the fundamental leg stays untested: the shares gave back 11.4% from the $14.14 high to a 2026-09-02 close of $12.53, RSI(14) 44.2 from 96.7 on 2026-08-21, after the 2026-08-26–27 Midwest IDEAS appearance… PTRN Pattern Group Inc. Series A LOW Fundamentals still compounding — Q2 revenue $876.8M +47%, NRR 129%, FY guide raised to $3.42–3.46B — while the tape drifted from $23.16 post-print to $20.20 on 2026-09-04, closing on the $19.00 shelf where June's secondary cleared 9.2M… 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… 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… 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… ANDG Andersen Group Inc. MEDIUM Post-IPO roll-up re-rate that survived its binary: Q2 revenue $217.7M beat $199.3M on 2026-08-12 and FY2026 was affirmed at $980M–$1.0B, with four target raises to $49–57 on 2026-08-13. The print is behind it and no dated catalyst sits… 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… CBLL CeriBell, Inc. MEDIUM The NTAP-funded delirium leg is intact but the flow behind it has thinned — no headline, estimate or target action since BTIG's $30 on 2026-08-18, RSI(14) off 86.0 (08-21) to 78.1 at the 2026-08-28 close of $23.73, still 4.7% under the… CBRL Cracker Barrel Old Country Store, Inc MEDIUM Legacy-diner turnaround with both catalysts spent: the 2026-08-10 CEO handover passed without a repricing and no analyst has moved a target since 2026-07-28. Reference closes stepped down $57.79 (08-07) → $57.65 (08-21) → $55.66 (08-28)… CRAI CRA International, Inc. MEDIUM Beat-and-raise from 2026-08-06 — record $210.8M quarter, FY26 constant-currency guide to $805–820M — remains only partly repriced: $174.99 on 2026-08-28, 20.8% under the $221.02 high, no company headline since 2026-08-08. The leg is a toll… CTRN Citi Trends, Inc. MEDIUM The 2026-08-25 print resolved the binary the right way — comps +10.5%, gross margin 40.6% (+60bps), FY adjusted EBITDA guide lifted to $38–42M — and the shares still closed lower, because the raised FY sales range of $901.958M–$918.357M… CTSH Cognizant Technology Solutions Corporation MEDIUM Legacy IT-services franchise re-underwritten as an enterprise-AI deployment partner; the leg still works but has run through its own consensus — the 2026-08-28 close of $64.04 sits above the $63.94 29-analyst mean, no target has been… 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… DVA DaVita Inc. MEDIUM The census-recovery re-rate stayed dead through August, but the 2026-08-21 washout close of $173.82 held: DVA closed 2026-08-28 at $180.68 with RSI(14) back to 44.9 from 10.9. The 2026-08-25 Humana value-based deal (>10,000 MA members, CKD… ELF e.l.f. Beauty, Inc. MEDIUM Sell-side flipped from cutting to marking up in ten days — five PT raises 2026-07-10→07-17 (JPM $94, Canaccord $97, Citi $92, RJ $87, UBS $80) on the e.l.f. Hair launch and Rhode scaling, while the stock slipped to $72.25. Narrative… EVER EverQuote, Inc. MEDIUM The 2026-08-03 Q2 print resolved the plateau binary bullish: revenue $195.1M (+25% YoY) broke the three-quarter ~$190M band, adjusted EBITDA hit a record $30.1M, and Q3 was guided $198–208M above the $201.6M consensus. The leg is now… GCT GigaCloud Technology Inc MEDIUM Back at the high on flow rather than news: the 2026-08-28 close of $52.95 is 0.6% under the 2026-08-07 high of $53.25, yet RSI(14) reads 54.1 against 85.9 at that high and no company headline has landed since the 2026-08-06 Q2 beat… HRB H&R Block, Inc. MEDIUM A defended-franchise cash-return story re-rated on 2026-08-11: fiscal Q4 adjusted EPS of $2.38 beat $2.21, and the FY2027 guide of $6.04–6.24 adjusted EPS topped $5.86 consensus, with 7.9% of shares retired in FY2026 at an average $47.48… KELYA Kelly Services, Inc. MEDIUM Both macro tests cleared — the 2026-08-28 benchmark revision at -79,000 (-0.1%) was milder than the ten-year 0.2% average, and the 2026-09-04 jobs report printed +162,000 with July revised from -23,000 to +21,000. Price holds within 2.4%… NESR National Energy Services Reunited Corp MEDIUM MENA national-oil-company capex via the only US-listed pure play, re-rated by the 2026-08-05 $300M Kuwait award and the 2026-08-10 Q2 beat ($520.8M vs $446.97M). Both are fully in the tape: no sell-side target has moved since 2026-08-13,… PLMR Palomar Holdings, Inc. MEDIUM A cat-light Atlantic season and three FY26 guidance raises carried the reference close to $136.58 on 2026-09-04, 5.7% under the $144.79 high, with RSI(14) at 74.9 and no company-dated catalyst until the ~2026-11-03 Q3 print. The 2026-09-10… PRCH Porch Group, Inc. MEDIUM Reciprocal-pivot re-rate has largely printed: $9.26 (6/5) to $15.98, now consolidating at $13.68 after KBW's 7/13 valuation downgrade that still raised its target to $16.25. Narrative intact but maturing; the 2026-08-04 Q2 print is the… 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.… TOI The Oncology Institute, Inc. MEDIUM Delegated-capitation pivot confirmed at the 2026-08-06 Q2 print — FY26 guide raised to $650–670M, and management said capitated revenue should roughly double in 2027 off ~$150M — but the re-rating is decaying: $7.05 high on 2026-08-07,… UNH Unitedhealth Group Incorporated MEDIUM Margin-repair re-rating in the largest US managed-care book: FY26 adjusted EPS guidance was raised to $19.50–$20.00 on 2026-07-16, yet the 2026-09-04 close of $397.14 sits 9.0% below the $436.35 52-week high with a three-month price change… ZIP ZipRecruiter, Inc. MEDIUM Q2 print on 2026-08-05 put revenue at $118.1M (+5% YoY, +10% QoQ) with Quarterly Paid Employers +12% sequentially and adjusted EBITDA margin at 12% vs 8% a year earlier, alongside a debt reduction of more than half — a trough-reversal read… ACDC ProFrac Holding Corp. LOW Brent pushed above $96 on 2026-09-03 as the US resumed strikes on Iran and Hormuz transit fell to roughly 4.9 mb/d, yet ACDC closed $5.15 on 2026-09-04, still under its 2026-08-14 close of $5.37. The crude-beta leg has now failed on two… ACHC Acadia Healthcare Company, Inc. LOW Second consecutive weekly close under the surrendered $30.20 shelf ($28.13 on 2026-09-04) with no company-dated catalyst before the est. late-October Q3 print. The FY26 guide (adj. EBITDA $590–615M) is intact, but reported short interest… ACN Accenture PLC LOW The post-crash mean-reversion leg stalled once its funding stopped: the $7.5B buyback's dated demand ended 2026-08-31, price closed $186.72 on 09-04 against $189.61 on 08-28, and Morgan Stanley carried a Hold at $130 on 09-03. Nothing… ALHC Alignment Healthcare, Inc. LOW Profitable-MA-disruptor narrative broke on 2026-07-08: a whistleblower suit from a former Chief Transformation Officer alleges the +88% adjusted-EBITDA inflection was manufactured by reclassifying opex as capex across FY2024-25. Shares… AMN AMN Healthcare Services LOW Healthcare-staffing cyclical recovery, real but maturing and now at the highs: ~$32.9 (2026-07-24), just off a fresh 52-wk high $36.27 (~+120% off $14.87). Truist's 2026-07-22 lift to a Street-high $40 Buy is the first target leading… ARHS Arhaus, Inc. LOW The $9.00 weekly-close level that defined the post-2026-08-06 repricing has gone: the week ending 2026-08-28 closed at $8.98 with no new company disclosure, leaving the +12.5% written-comp inflection intact on paper but unbid. Two… BVS Bioventus Inc. LOW The M&A leg from the 2026-08-05 unsolicited-proposal disclosure is intact but undated: 17 sessions, no committee update, and price back to the 2026-08-28 close of $13.84, 9.3% under the $15.26 high, with RSI(14) unwound 70.5 → 58.1 → 47.9.… CARG CarGurus, Inc. LOW The post-print re-rate keeps bleeding out: $38.98 on 2026-08-07 to $36.56 on 2026-08-28, RSI(14) down to 44.0, with the $39.03 high unretaken. Seven bank targets sit at $39–$44 and no bank has moved a rating; five insiders sold in August… CLOV Clover Health Investments, Corp. LOW The $4.00 shelf named as the break has held — a 2026-09-04 close of $4.25 with RSI(14) back to 48.9 from 36.3 — but the leg is now event-dependent: CMS's Eleventh Circuit opening brief leads with a venue argument that could vacate the… CRS Carpenter Technology Corp LOW Aero-defense superalloy pricing cycle intact (three contracts at >30% hikes; Q4 op-income guide $205-210M, +37% YoY), but the July flush to $532 has been bought back to ~$603 straight into the 2026-07-30 Q4 print — now four sessions out… CVLG Covenant Logistics Group, Inc. LOW The margin-inflection leg broke at its own catalyst: Q2 (2026-07-29) adjusted OR 95.9% vs 94.6% PY — second straight quarter of YoY deterioration — revenue $332.9M missed $340.4M, and Stephens cut its 23-day-old target to $54 on 07-31.… EFOR Everforth, Inc. LOW Legacy IT-services base re-rating on an AI-delivery pivot, now in its quiet stretch: the post-print overbought condition fully unwound — RSI(14) 94.5 on 2026-08-07 to 46.7 at the 2026-08-28 close of $31.95 — while price held a ~2.3% band.… EVH Evolent Health, Inc LOW The late-June retail bounce has fully unwound — EVH traded ~$5.76 on 2026-07-07, back under the $6.59–6.86 consensus target band and well under Truist's flat $7. Nothing carries the name now except the confirmed 2026-08-06 Q2 print, which… EXLS ExlService Holdings, Inc. LOW Post-refinancing re-rating has stalled: the 2026-08-21 close of $37.53 was never exceeded, price sat at $36.63 on 2026-09-04 with RSI(14) easing 71.1 to 65.1, and the 2026-09-02 exit of insurance/healthcare head Vivek Jetley to Hexaware… FRD Friedman Industries Inc. LOW Tariff-driven HRC steel prices at multi-year highs powered record FY2026 (EPS $2.76, sales +46%); FRD hit an all-time-high close $37.42 on 2026-06-18 and was flagged overbought the same day. The narrative is maturing and priced near the… FTRE Fortrea Holdings Inc. LOW The 2026-09-02 all-cash ~$45M purchase of Worldwide's early-phase unit was the first company-dated news since the 2026-07-29 Q2 print, and the tape handed it back: $18.81 on 2026-08-28 to $17.70 on 2026-09-04, with the July $17.73–$18.49… G Genpact Limited LOW Agentic-operations pivot keeps compounding in the segment data — ATS +24.1% to $363M, FY guide lifted to at least 25% on 2026-08-06 — while the 73% legacy book grew 1.9% and caps consolidated growth near 7%. The 10-Q filed 2026-08-07… GDRX GoodRx Holdings, Inc. LOW Legacy-marketplace pivot: Pharma Direct +76% YoY and subscriptions +39% now carry the story while prescription transactions fall 26%, but the 2026-08-05 guidance raise to $790–805M has a bid — shares closed $3.48 on 2026-09-04, 30.8% under… GSHD Goosehead Insurance, Inc. LOW The post-print re-rating rolled over: the 2026-09-04 close of $65.21 gives back most of the August leg after director/10%-owner Serena Jones sold 29,750 Class A shares at $67.56–$70.15 on 2026-08-19/20, the Form 4 signed on the same… HOV Hovnanian Enterprises, Inc. Class A LOW The housing-bill leg is spent — the Act auto-enacted 2026-07-11 and nothing dated has replaced it — yet HOV has re-rated to $137.78 (2026-08-07), 11.8% off the $156.16 high, on no company news. The confirmed 2026-08-20 Q3 print (quarter… HROW Harrow, Inc. LOW Show-me on an H2 ramp with nothing company-dated to resolve it before the ~November Q3 print: the reaffirmed $350–365M FY2026 guide needs the back half to roughly double H1's $114.9M against $292.4M loans payable net, and sell-side FY… HURN Huron Consulting Group Inc. LOW AI-disruption discount still unwinding, but the bid has stopped widening: the 2026-08-28 close of $159.84 is below the 2026-08-21 close of $161.64, no analyst has moved a target since 2026-07-29, and Huron has published nothing since the… 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… INNV InnovAge Holding Corp. LOW The 2026-09-08 Q4/FY2026 print — company-confirmed on 2026-08-26, after the close — is the binary: FY2026 adjusted EBITDA against the raised $85–90M guide, and first FY2027 guidance into the rate headwind KeyBanc flagged alongside its… KFRC Kforce Inc. LOW Cyclical staffing recovery is fully printed — Q1 returned to YoY growth, Q2 guided +~4% — but price ran ~24% in three weeks to a fresh all-time high near $58.6, ~38% above the $42.33 consensus PT, into the confirmed 2026-07-27 Q2 print. A… KLC KinderCare Learning Companies, Inc. LOW Distressed post-IPO childcare name has retraced ~180% off its $1.75 spring low to $4.93 as growth shifts to B2B/employer care and before-after-school (Champions +17% YoY), while the core ECE business still shrinks (−3% enrollment). The ~13… KNX Knight-Swift Transportation Holdings Inc. LOW Beat-and-raise is filed (Q2 adj EPS $0.63; Q3 guided $0.71–$0.77) but the equity is flat since 2026-08-21 at $71.99 while the driver stalled rather than reaccelerated — all-mode tender rejections 13.57% on 2026-08-25 versus a July 4 peak… 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… MATV Mativ Holdings, Inc. LOW The deleveraging and margin leg is intact on the numbers but the flow behind it has drained: RSI(14) fell from 92.0 on 2026-08-07 to 37.5 on 2026-08-28 as the close slipped to $12.13, leaving price near the $11.50 gap-fill from the… MOH Molina Healthcare, Inc. LOW Trough-year Medicaid recovery is intact on the numbers — FY26 adjusted EPS guided to at least $5.25 on 2026-07-22 — but the price leg has stalled: three weeks of closes near $200 under the $205 breakout-gap floor, with RSI(14) down to… NBR Nabors Industries Ltd. LOW Leveraged ~2x oil-beta proxy on the Hormuz war premium, +90% YTD near $100 but now rolling over: Susquehanna cut its target to $85 (2026-07-08) as the sell-side stops chasing, and the ~2026-07-23 Q2 print — the first to lap the premium —… NP Neptune Insurance Holdings Inc. LOW The 2026-07-21 beat-and-raise has round-tripped: the 2026-08-14 weekly close of $31.71 is under the $32 post-print shelf, BMO cut to Market Perform on 2026-07-30, and the CFO sold 100,000 shares into $30.74–$32.12 on Aug 12–13. Operations… OEC Orion S.A. LOW Deep-cyclical carbon black where the 2024–25 tire-restock leg already failed (-32.5% from the $10.72 52-week high). What is left is a trough-and-deleverage read: Q2 2026 adj. EBITDA $58.2M (+26% sequential, -15% YoY), FY26 guide reaffirmed… OFIX Orthofix Medical Inc. LOW The CMS-reversal re-rate is finished and the structure went with it: the $9.80 shelf gave way on the 2026-08-28 weekly close of $9.70, 40.2% below the $16.23 high, while the published sell-side range collapsed from $16–24 to $12–14. Raised… OTLY Oatly Group AB LOW The 2026-07-22 guidance doubling (FY constant-currency growth 8–10% from 3–5%) is six weeks old with no follow-on company news; RSI(14) rebuilt to 67.1 at the 2026-08-28 close of $14.67 from 43.7 a week earlier on no information, and the… RHI Robert Half Inc. LOW White-collar staffing in secular decline: Q2 EPS collapsed to $0.26 (2026-07-23) as AI automation and a frozen hiring market gut permanent-placement demand. The >5% dividend yield reads as a value-trap signal rather than a floor. No… SKWD Skyward Specialty Insurance Group, Inc. LOW Post-print fade extends: the 2026-08-04 beat (op EPS $1.30 vs $1.17, 89.5% combined, 19% operating ROE) and four target raises to $65–$75 have been met by a lower tape — $58.29 on 2026-08-28, 11.2% under the $65.63 high, RSI 36.5 versus… SNDR Schneider National, Inc. LOW The 2026-07-30 beat-and-raise (adj EPS $0.29 vs $0.23 consensus; FY26 guide lifted to $0.90–$1.10) has been fully given back — the 2026-08-28 close of $34.44 is 10.9% under the 2026-06-08 high and sits 1.3% above the $34 shelf. The… TDOC Teladoc Health, Inc. LOW The pivot re-rating is dead; what is left is a balance-sheet floor — $774.3M cash at 2026-06-30, an unchanged $130–170M FY free-cash-flow guide — that must hold the $6.00 shelf through an empty calendar into the unconfirmed late-October Q3… TDUP ThredUp Inc. LOW The tariff/de-minimis re-rate is fully unwound: the 2026-08-05 FY2026 cut broke the growth leg, and the $2.80 weekly shelf flagged in prior coverage went on the 2026-08-28 close of $2.72. RSI(14) 28.2 with buyers +21% YoY and $57.4M cash… THC Tenet Healthcare Corporation New LOW Hospital margin-expansion re-rating stalled at the 2026-08-21 high of $280.77 and gave back 5.0% into the 2026-08-28 close of $266.8, with RSI(14) cooling from 77.3 to 56.8, no confirmed new sell-side number since 2026-08-14 and no company…