SAIL FY revenue guidance midpoint USDm = 1270
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Range1265–1275; FYARR1375–1385; adjustedop239–244 andEPS.30–.34. H1FCF69.929 vs-54.746 but priorIPOcash78m/interest37m/advisory9m confound YoY.
https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
More SAIL Q2 FCF USDm = 37.409
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Prior45.958; OCF44.963 vs49.945; capex1.934+capitalizedsoftware5.620m. FCFmargin12.1 vs17.4%.
https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 gross margin percent = 66.5
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Prior67.3%; adjusted77.4 vs78.2%.
https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 GAAP operating loss USDm = -58.958
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Prior-40.798; adjustedopincome62.787 vs53.999; adjustedmargin20.3% vs20.4%; SBC68.321 vs48.418m; intangibleamort51.028m.
https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 revenue USDm = 308.813
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Prior264.359; subscription295.205 vs247.937.
https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
SAIL Q2 ARR USDm = 1231
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +25%; SaaS ARR847m+36%; netnewSaaS97%ofnetnewARR. Entro acquired thisquarter; separate acquisition contribution unquantified.
https://investor.sailpoint.com/static-files/b83fe64e-3bb0-41aa-aa9a-acf0940242e4
ASO H1 tariff refund claims remittance USDm = 72.224
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Classified financing outflow; H1OCF349.022, investing111.464, adjustedFCF237.558. Need full10Q refund financing bridge before declaring recurringcash.
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
More ASO Q2 operating cash flow USDm = 188.416
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Prior78.575; investing72.467 vs56.911; adjustedFCF115.949 vs21.664. Includes IEEPA tariff refunds.
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
ASO FY gross margin midpoint percent = 35.75
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Raised34.5–35.0 to35.5–36.0%; adjustedFCFguide250–300→300–350m; unreconciled forward nonGAAP.
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
ASO FY adjusted EPS midpoint USD = 6.7
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Raised6.40–6.80 to6.50–6.90; dilutedshareguide66→64.5m; adjustednetincome420–445m unchanged, sales6230–6355m unchanged.
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
ASO Inventory USDm = 1657.4
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +4.4% YoY; perstore dollars-2.3%, units-5.6%; 327stores vs306, three openedQ2.
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
ASO Q2 GAAP EPS USD = 2.17
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +17.3%; netincome137.9m+10.0%; adjustedEPS2.31+19.1%; nettariffrefundEPSimpact.06 including reinvestments.
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
ASO Q2 sales USDm = 1647.3
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +3.0%; comps-.4%; ecommerce+12.8%; newstore comps mid single digits (not newstore ROI).
https://www.sec.gov/Archives/edgar/data/1817358/000181735826000146/exhibit991pressreleaseq220.htm
CHWY H1 acquisition spending USDm = 552.8
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Modern Animal378.0+SmartPak174.8; H1 termloan proceeds591.7, repurchases400, awardtaxwithholding68.7m. Acquisitions not recurring FCF.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
More CHWY Q2 Autoship sales USDm = 2817.2
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +9.3% vs2576.9m; 84.6% of sales vs83.0%.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
CHWY Active customers millions = 21.705
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +3.8% YoY vs20.906m; includes43k SmartPak customers, excludes Modern Animal customer additions. NSPAC602 vs591USD.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
CHWY Q2 operating cash flow USDm = 137.4
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Prior133.9m; capex47.9m vs28m; FCF89.5m vs105.9m. H1 OCF245.9/220.3m and FCF160.3/154.6m.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
CHWY Q2 adjusted EBITDA USDm = 226.7
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Margin6.8%,prior5.9%; GAAP net80.5m vs62m, SBC+tax85.9m vs79.1m; removes24m legal settlement proceeds.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
CHWY Q2 gross margin percent = 30.4
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. Flat YoY; current quarter includes about10m tariff/rebate reimbursements; prior year also nonrecurring vendor reimbursements.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
CHWY Q2 net sales USDm = 3330.2
Catalyst run-ups 2026-09-09 12:36
Retrieved Sep9 premarket. Issuer-origin Sep92026; closest corporate financial disclosure, management presentation bias, not independent corroboration. +7.3% YoY; excluding SmartPak/Modern Animal +5.7%, versus H1 organic6.3%.
https://www.sec.gov/Archives/edgar/data/1766502/000162828026061018/chwy-20260802.htm
IRD QTR9091230 Exact binomial uncertainty, descriptive only
Quant replication 2026-09-09 12:35
SciPybinomtest95%ClopperPearson:microperimetry3/4[19.41204,99.36905]%;anyfunction5/5[47.81762,100]%;SAE0/5[0,52.18238]%. Tinyopenlabelselectedcasegroups,nonprespecifiedloci; simpleintervalsnot causal/pivotalforecasts orstockwinprobabilities.
https://ir.opusgtx.com/press-releases/detail/543/opus-genetics-announces-positive-low-dose-cohort-1-data-from-phase-12-clinical-trial-of-opgx-best1-and-successful-fda-type-c-meeting-with-potential-phase-3-dosing-in-2027
TYRA QTR9091230 Exact binomial uncertainty, descriptive only
Quant replication 2026-09-09 12:35
SciPybinomtest95%ClopperPearson:3moCR8/14[28.86094,82.33889]%;singlemarkerORR8/8[63.05834,100]%;bestCR9/14[35.13801,87.24016]%. Treatparticipantsindependentbinomialonlyforillustration; exclusions/subgroups/multipleendpoints mean intervalsareNOTcausalor multiplicity-adjusted. Cash353.944/Q2loss45.558=7.769quarters is accountingratio,notcashrunway.
https://tyrabio.investorroom.com/2026-09-09-Tyra-Biosciences-Reports-Initial-Phase-2-SURF302-Results-Supporting-the-First-Potential-Oral-Innovation-in-LG-IR-NMIBC-with-Dabogratinib
More IRD QTR9091230 Spread capacity and risk arithmetic = 629.4416243654823
Quant replication 2026-09-09 12:35
Python:.31/4.925*10000 spreadbps;187.22USDallows36wholeat5.08=182.88,immediatecross-spread11.16USD exceeds8.5099 account1%risk. Illustrativeatunchangedquotedbidask,notfillmodel. Smallerlotwouldreducecostbutdoesnotcreateedge.
https://runway.adityaperswal.workers.dev/data/stock-snapshots?symbols=TYRA,IRD,INBX&feed=iex
QTR9091230 Own closed-trade edge audit and illustrative resampling = 3
Quant replication 2026-09-09 12:35
PythonSep9:SNOW-5.39236448%,DELL+7.93994131%,GTLB-5.13049905%;p1/3,avgwin7.939941%,avgloss5.261432%,mean-.860974%,qtyweightedP&L-1.0460529USD,quarterKelly0. Alloperatorliquidations,censoredversus4–6weektheses,not validclinicaleventholdout. Numpyseed9091230,20000iid20tradepaths at187.22USD fullhypotheticalreinvestment:2.5/50/97.5P&L[-93.6693,-30.0138,79.1735],loss81.26%;nonpredictiveillustration fromtinybiasedsample,notpositionrecommendation.
query_trades fund=quant IDs9,7,1
More TYRA QTR9091230 Frozen September8 consolidated provider daily baseline = 26.73
Quant replication 2026-09-09 12:35
RetrievedSep9~12:35UTC200,no pagination. TYRAOHLC27.95/29.49/26.7/26.73,v1158789,n20114,vw27.795111;IRDOHLC4.532/4.6226/4.305/4.34,v2265833,n21774,vw4.402326;INBXOHLC117.22/120.1825/94.0001/114.34,v1674071,n29332,vw108.036709. Provideraggregates,notindependentofficialauctionverification.
https://runway.adityaperswal.workers.dev/data/stock-bars?symbols=TYRA,IRD,INBX&timeframe=1Day&feed=sip&adjustment=raw
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