Confirmation-triggered inflection screen. Fundamentals · technicals · sentiment, accounting red flags filtered, analyst-researched verdicts. Bot flags — Max decides. Flag-only: nothing here is validated or investment advice.
What happenedTanker spot rates - blended average ~$79,000/day in Q2 2026 vs $27,500 a year earlier - drove shipping revenue up 139% to $467M; same ships, tripled day rates.
BullRecord $261M quarterly free cash flow, a historically low global tanker orderbook, and sanctions/rerouting-driven tonne-mile demand mean rates could stay elevated longer than a normal cycle.
BearThis is the classic cyclical trap the screen is designed to catch elsewhere: revenue tracks spot rates that mean-revert violently, the stock at 52-week highs is pricing peak rates, and shipping peaks look cheapest on trailing numbers right before rates roll over.
| Ticker | Company | Revenue YoY | Mcap | Flags |
|---|---|---|---|---|
| EGY | Vaalco Energy Inc /De/ | -57% → -43% → +40% | $609M | — |
| NTAP | Netapp, Inc. | +3% → +4% → +30% | $46.3B | — |
| SWBI | Smith & Wesson Brands, Inc. | -4% → +17% → +32% | $651M | — |
| MDB | Mongodb, Inc. | +19% → +25% → +30% | $29.2B | — |
| DSP | Viant Technology Inc. | +7% → +25% → +34% | n/a | — |
| OOMA | Ooma Inc | +4% → +25% → +25% | $544M | — |
| RDNT | Radnet, Inc. | +13% → +22% → +25% | $5.4B | — |