March 2023

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

ARKO—ARKO Corp.

All industries

Then · 31 Mar 2023: Discovery Gap Very high (100/100)·AIR Neutral (55/100)
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)

TALO—TALOS ENERGY INC.

All industries

Then · 31 Mar 2023: Discovery Gap Very high (97/100)·AIR Constructive (62/100)
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)·Commercial traction (22 Jul 2026)·Catalyst (22 Jul 2026)

UEC—URANIUM ENERGY CORP

All industries

Then · 31 Mar 2023: Discovery Gap Very high (92/100)·AIR Cautious (47/100)
Now · 7 Oct 2026: Discovery Gap Low (4/100)·AIR Weak (35/100)·Left the top 5

Since then: Catalyst (29 Sep 2026)·Catalyst (9 Jun 2026)·Catalyst (10 Mar 2026)·Commercial traction (3 Oct 2025)·Catalyst (17 Jul 2025)·Commercial traction (17 Dec 2024)

TTEK—TETRA TECH INC

All industries

Then · 31 Mar 2023: Discovery Gap Very high (89/100)·AIR Neutral (59/100)
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)·Catalyst (26 Mar 2026)

WHD—Cactus, Inc.

All industries

Then · 31 Mar 2023: Discovery Gap Very high (86/100)·AIR Neutral (58/100)
Now · 7 Oct 2026: Discovery Gap High (29/100)·AIR Neutral (57/100)·Left the top 5

Since then: Catalyst (29 Jul 2026)·Catalyst (29 May 2026)·Commercial traction (29 May 2026)·Management change (12 May 2026)·Catalyst (6 May 2026)·Management change (24 Mar 2026)