February 2023

The five widest Discovery Gaps at the end of February 2023, revisited today from the same public filings. Descriptive, not predictive.

TALO—TALOS ENERGY INC.

All industries

Then · 28 Feb 2023: Discovery Gap Very high (99/100)·AIR Neutral (57/100)
Now · 7 Oct 2026: Discovery Gap Very high (88/100)·AIR Neutral (53/100)·Left the top 5

Since then: Management change (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (22 Jul 2026)·Commercial traction (22 Jul 2026)

ARKO—ARKO Corp.

All industries

Then · 28 Feb 2023: Discovery Gap Very high (97/100)·AIR Neutral (51/100)
Now · 7 Oct 2026: Discovery Gap Very high (91/100)·AIR Cautious (49/100)·Left the top 5

Since then: Catalyst (7 Aug 2026)·Catalyst (6 Aug 2026)·Catalyst (4 Aug 2026)·Commercial traction (4 Aug 2026)·Catalyst (7 May 2026)·Catalyst (25 Feb 2026)

OTEX—OPEN TEXT CORP

Software / SaaS

Then · 28 Feb 2023: Discovery Gap Very high (94/100)·AIR Neutral (59/100)
Now · 7 Oct 2026: Discovery Gap Low (7/100)·AIR Neutral (55/100)·Left the top 5

Since then: Catalyst (1 Oct 2026)·Commercial traction (1 Oct 2026)·Catalyst (30 Sep 2026)·Catalyst (25 Sep 2026)·Catalyst (23 Sep 2026)·Catalyst (23 Sep 2026)

TTEK—TETRA TECH INC

All industries

Then · 28 Feb 2023: Discovery Gap Very high (93/100)·AIR Neutral (58/100)
Now · 7 Oct 2026: Discovery Gap Medium (23/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (10 Sep 2026)·Catalyst (29 Jul 2026)·Catalyst (29 Jul 2026)·Catalyst (29 Apr 2026)·Catalyst (29 Apr 2026)·Management change (26 Mar 2026)

NOG—NORTHERN OIL & GAS, INC.

All industries

Then · 28 Feb 2023: Discovery Gap Very high (86/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap Very high (79/100)·AIR Neutral (54/100)·Left the top 5

Since then: Catalyst (26 Aug 2026)·Commercial traction (26 Aug 2026)·Catalyst (19 Aug 2026)·Catalyst (19 Aug 2026)·Catalyst (6 Aug 2026)·Catalyst (13 Jul 2026)