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 happenedCommercial launch of ZUSDURI (mitomycin gel for recurrent low-grade NMIBC, approved mid-2025): $50.4M in Q2 2026, up 73% QoQ, on top of stable ~$22M JELMYTO - genuine new-product revenue, total $72.5M vs $24.2M a year ago.
Bull1,444 activated sites and 452 prescribers with sequential 73% growth, revenue beating consensus by ~$10M, and a large untreated NMIBC population imply the ramp has room; repeat treatment courses on recurrence add a recurring element.
BearThe flagged receivables build is typical of buy-and-bill launches but worth verifying against gross-to-net and channel stocking; cash of just $108M against a $14.4M quarterly loss means a dilutive raise is likely, and urology-office reimbursement friction could stall site activation.
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 |
|---|---|---|---|---|
| CRON | Cronos Group Inc. | +6% → +40% → +58% | $1.2B | — |
| BFLY | Butterfly Network, Inc. | +5% → +25% → +39% | n/a | — |
| DMLP | Dorchester Minerals, L.P. | -34% → +36% → +73% | $1.4B | — |
| PBF | Pbf Energy Inc. | -9% → +12% → +56% | n/a | — |
| PARR | Par Pacific Holdings, Inc. | -6% → +5% → +57% | $4.0B | — |
| IOVA | Iovance Biotherapeutics, Inc. | +15% → +45% → +66% | $3.2B | — |
| LPG | Dorian Lpg Ltd. | +49% → +102% → +123% | $2.0B | — |
| SITM | Sitime Corp | +45% → +88% → +127% | $21.4B | — |
| MGY | Magnolia Oil & Gas Corp | -2% → +2% → +50% | $6.2B | — |
| HALO | Halozyme Therapeutics, Inc. | +22% → +42% → +48% | $11.2B | — |
| GNK | Genco Shipping & Trading Ltd | -20% → +61% → +69% | $1.1B | — |
| PSNL | Personalis, Inc. | -44% → -25% → +30% | $1.5B | receivables growth outpacing revenue by >20% for 2 quarters |
| SNDA | Sonida Senior Living, Inc. | +31% → +33% → +122% | $1.9B | — |
| DINO | Hf Sinclair Corp | +1% → +12% → +53% | $16.7B | — |
| IESC | Ies Holdings, Inc. | +16% → +17% → +40% | $15.1B | — |
| PLTR | Palantir Technologies Inc. | +63% → +85% → +93% | n/a | — |
| FIGS | Figs, Inc. | +8% → +28% → +29% | n/a | — |
| GKOS | Glaukos Corp | +38% → +41% → +50% | $10.9B | — |
| TEX | Terex Corp | +14% → +41% → +50% | $7.8B | — |
| OUST | Ouster, Inc. | +41% → +49% → +56% | $3.5B | — |
| KALU | Kaiser Aluminum Corp | +13% → +42% → +53% | $3.0B | — |
| REPX | Riley Exploration Permian, Inc. | +4% → +11% → +94% | $737M | — |
| YORW | York Water Co | +3% → +9% → +23% | $541M | — |
| HCC | Warrior Met Coal, Inc. | +0% → +53% → +71% | $5.2B | — |
| STLD | Steel Dynamics Inc | +11% → +19% → +33% | $36.7B | — |
| WHD | Cactus, Inc. | -10% → +39% → +64% | n/a | receivables growth outpacing revenue by >20% for 2 quarters |
| MTRN | Materion Corp | +2% → +31% → +42% | $5.9B | — |
| HTFL | Heartflow, Inc. | +41% → +41% → +48% | $3.7B | — |
| DGII | Digi International Inc | +18% → +25% → +29% | $3.2B | — |
| ONTO | Onto Innovation Inc. | -13% → +10% → +35% | $16.3B | — |
| TALO | Talos Energy Inc. | -12% → -8% → +57% | $2.6B | — |
| ITT | Itt Inc. | +13% → +33% → +51% | $19.6B | — |
| GLP | Global Partners Lp | +5% → +10% → +41% | $1.7B | — |
| EXPD | Expeditors International Of Washin | -4% → +4% → +32% | $24.2B | — |
| CXT | Crane Nxt, Co. | +10% → +17% → +22% | $3.0B | — |
| FROG | Jfrog Ltd | +26% → +26% → +29% | $11.9B | — |
| CHRD | Chord Energy Corp | -10% → +37% → +84% | $7.5B | — |
| LSCC | Lattice Semiconductor Corp | +5% → +42% → +62% | $18.5B | — |
| U | Unity Software Inc. | +5% → +17% → +24% | $20.4B | — |
| GTE | Gran Tierra Energy Inc. | -1% → +2% → +25% | $325M | — |
| CR | Crane Co | +7% → +25% → +26% | $12.6B | — |
| ZBRA | Zebra Technologies Corp | +5% → +14% → +20% | $17.8B | — |
| ALSN | Allison Transmission Holdings Inc | -16% → +84% → +92% | $10.4B | receivables growth outpacing revenue by >20% for 2 quarters |
| GPN | Global Payments Inc | +0% → +63% → +69% | $24.6B | — |
| MASS | 908 Devices Inc. | -4% → +14% → +23% | $414M | receivables growth outpacing revenue by >20% for 2 quarters; annual CFO/NI = -1.22 (< 0.8) |
| OVV | Ovintiv Inc. | -7% → +9% → +30% | $17.4B | — |
| KAI | Kadant Inc | -0% → +18% → +23% | $3.9B | — |
| HPK | Highpeak Energy, Inc. | -30% → -21% → +26% | $940M | — |
| DSP | Viant Technology Inc. | +7% → +25% → +34% | n/a | — |
| NGL | Ngl Energy Partners Lp | -11% → -7% → +59% | $2.2B | — |
| LOAR | Loar Holdings Inc. | +22% → +36% → +39% | $7.3B | — |
| TWLO | Twilio Inc | +15% → +20% → +22% | $36.6B | — |
| CMC | Commercial Metals Co | +11% → +22% → +23% | $7.9B | — |
| EGY | Vaalco Energy Inc /De/ | -57% → -43% → +40% | $608M | — |
| TWST | Twist Bioscience Corp | +17% → +19% → +23% | $7.4B | — |
| NET | Cloudflare, Inc. | +31% → +34% → +36% | n/a | — |
| CRGY | Crescent Energy Co | +16% → +24% → +55% | $4.0B | — |
| CVI | Cvr Energy Inc | +6% → +20% → +55% | $3.5B | — |
| LFST | Lifestance Health Group, Inc. | +16% → +21% → +26% | $4.7B | — |
| WDFC | Wd 40 Co | +1% → +11% → +24% | $3.1B | — |
| SNX | Td Synnex Corp | +7% → +18% → +31% | $20.7B | — |
| DDOG | Datadog, Inc. | +28% → +32% → +36% | n/a | — |
| MLI | Mueller Industries Inc | +8% → +19% → +25% | $14.6B | — |
| INDI | Indie Semiconductor, Inc. | -1% → +3% → +24% | n/a | — |
| AEIS | Advanced Energy Industries Inc | +24% → +26% → +30% | $13.2B | — |
| RDNT | Radnet, Inc. | +13% → +22% → +25% | $6.0B | — |
| GBTG | Global Business Travel Group, Inc. | +13% → +35% → +38% | $4.9B | — |
| MCHP | Microchip Technology Inc | -2% → +16% → +38% | $43.0B | — |
| KOS | Kosmos Energy Ltd. | -24% → +28% → +55% | $1.5B | — |
| USAC | Usa Compression Partners, Lp | +4% → +35% → +37% | $3.9B | — |
| EXPO | Exponent Inc | +8% → +14% → +21% | $3.2B | — |
| IEP | Icahn Enterprises L.P. | -2% → +18% → +26% | $5.3B | — |
| KGS | Kodiak Gas Services, Inc. | -1% → +5% → +21% | $6.6B | — |
| MNR | Mach Natural Resources Lp | +7% → +26% → +41% | $2.2B | — |
| MUSA | Murphy Usa Inc. | -2% → +6% → +36% | $10.5B | — |
| J | Jacobs Solutions Inc. | +12% → +27% → +34% | $16.9B | — |
| DASH | Doordash, Inc. | +27% → +33% → +36% | n/a | — |
| WERN | Werner Enterprises Inc | +4% → +14% → +25% | $2.3B | — |
| FLEX | Flex Ltd. | +4% → +8% → +21% | $46.6B | — |
| GOOGL | Alphabet Inc. | +16% → +22% → +24% | n/a | — |
| MUR | Murphy Oil Corp | -8% → +9% → +36% | $5.0B | receivables growth outpacing revenue by >20% for 2 quarters |
| CMCO | Columbus Mckinnon Corp | +8% → +10% → +125% | $556M | — |
| PTGX | Protagonist Therapeutics, Inc | +1% → +99% → +3749% | $10.0B | — |
| KYMR | Kymera Therapeutics, Inc. | -26% → +56% → +466% | $9.8B | — |
| RCUS | Arcus Biosciences, Inc. | -14% → -12% → +312% | $3.8B | — |
| SUN | Sunoco Lp | +5% → +106% → +165% | n/a | receivables growth outpacing revenue by >20% for 2 quarters |
| MGNX | Macrogenics Inc | -34% → +57% → +378% | $269M | — |