May 2024

The five widest Discovery Gaps at the end of May 2024, revisited today from the same public filings. Descriptive, not predictive.

TALO—TALOS ENERGY INC.

All industries

Then · 31 May 2024: Discovery Gap Very high (99/100)·AIR Neutral (53/100)
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)

SHEN—SHENANDOAH TELECOMMUNICATIONS CO/VA/

All industries

Then · 31 May 2024: Discovery Gap Very high (98/100)·AIR Cautious (50/100)
Now · 7 Oct 2026: Discovery Gap Medium (16/100)·AIR Cautious (42/100)·Left the top 5

Since then: Catalyst (29 Jul 2026)·Management change (20 Jul 2026)·Management change (4 Jun 2026)·Catalyst (1 May 2026)·Catalyst (26 Feb 2026)·Management change (20 Jan 2026)

PFS—PROVIDENT FINANCIAL SERVICES INC

Banks

Then · 31 May 2024: Discovery Gap Very high (98/100)·AIR Neutral (54/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Constructive (60/100)·Left the top 5

Since then: Catalyst (20 Aug 2026)·Management change (30 Jul 2026)·Catalyst (29 Jul 2026)·Management change (18 Jun 2026)·Catalyst (1 Jun 2026)·Management change (21 May 2026)

RYTM—RHYTHM PHARMACEUTICALS, INC.

Biotech

Then · 31 May 2024: Discovery Gap Very high (97/100)·AIR Neutral (57/100)
Now · 7 Oct 2026: Discovery Gap High (29/100)·AIR Neutral (51/100)·Left the top 5

Since then: Catalyst (4 Aug 2026)·Catalyst (4 Aug 2026)·Catalyst (13 Jun 2026)·Catalyst (5 May 2026)·Management change (1 Apr 2026)·Catalyst (26 Mar 2026)

OTEX—OPEN TEXT CORP

Software / SaaS

Then · 31 May 2024: Discovery Gap Very high (96/100)·AIR Neutral (53/100)
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)