Daily Disruptor

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November 6, 2026

Daily Disruptor: $CEVA, the AI chip engine a platform giant chose to license

A major US software and AI platform company licensed Ceva's NeuPro M processor for its custom AI chip, and Monday's Q3 report shows whether that win is the start of a pattern or a…

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November 5, 2026

Daily Disruptor: $NTRA, a guide that says the second half shrinks

Signatera keeps adding paid tests and its price per test keeps rising, but at about $385 a share only our upside case supports the price, and tonight's third quarter print is the first test.

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November 4, 2026

Daily Disruptor: $PLPC, the better half is becoming the bigger half

The US arm of an Ohio power line hardware maker grew sales 27% and lifted its gross margin seven points, yet the market is pricing the whole company as if 2026 were the peak.

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November 3, 2026

Daily Disruptor: $ALKT, the bank software the market thinks is fading

Alkami's community bank customers keep switching to its platform and buying more, yet the price assumes growth roughly halves next year.

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November 2, 2026

Daily Disruptor: $AMSC, the $25 million mine hookup behind a margin scare

AMSC now sells utilities the whole grid connection for new mines and fabs, and Wednesday's results show whether its record order book turns into revenue at a better margin.

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October 30, 2026

Daily Disruptor: $INTT, record chip test orders not yet in revenue

inTEST booked a record $48 to $50 million of orders last quarter, led by chip test hardware, and the full numbers arrive November 6.

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October 29, 2026

Daily Disruptor: $AAON, the factory caught up, now the orders have to

AAON's BASX data centre cooling business has broken its factory limit, but a thin June order book means November's report is the real test.

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October 28, 2026

Daily Disruptor: $MOD, booked through 2029 and priced for a stall

A customer paid Modine $165 million in cash to reserve more than $4 billion of cooling output for 2027 to 2029, and next Tuesday's results show whether the factories can deliver it at a…

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October 27, 2026

Daily Disruptor: $FLNC, a $6.4B backlog waiting on one Houston factory

Fluence has $6.4 billion of signed battery contracts and a market value near $1 billion, and its fiscal 2027 plan arrives next month to show whether the factory fix worked.

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October 26, 2026

Daily Disruptor: $HDSN, the refrigerant the HFC cap leaves alone

Hudson's reclaimed refrigerant volume keeps growing while HFC prices sit in a trough, and Wednesday's third quarter report shows which of the two the market should be reading.

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