June 2024

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

REZI—RESIDEO TECHNOLOGIES, INC.

All industries

Then · 30 Jun 2024: Discovery Gap Very high (98/100)·AIR Neutral (60/100)
Now · 7 Oct 2026: Discovery Gap Very high (84/100)·AIR Cautious (48/100)·Left the top 5

Since then: Management change (12 Aug 2026)·Catalyst (12 Aug 2026)·Management change (3 Aug 2026)·Catalyst (31 Jul 2026)·Commercial traction (31 Jul 2026)·Catalyst (31 Jul 2026)

TALO—TALOS ENERGY INC.

All industries

Then · 30 Jun 2024: Discovery Gap Very high (97/100)·AIR Neutral (50/100)
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 · 30 Jun 2024: Discovery Gap Very high (97/100)·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 · 30 Jun 2024: Discovery Gap Very high (96/100)·AIR Neutral (52/100)
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)

APLD—Applied Digital Corp.

Software / SaaS

Then · 30 Jun 2024: Discovery Gap Very high (96/100)·AIR Cautious (47/100)
Now · 7 Oct 2026: Discovery Gap Very high (98/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (27 Jul 2026)·Catalyst (26 Jun 2026)·Catalyst (26 Jun 2026)·Commercial traction (26 Jun 2026)·Commercial traction (16 Jun 2026)·Catalyst (16 Jun 2026)