March 2025

The five widest Discovery Gaps at the end of March 2025, revisited today from the same public filings. Descriptive, not predictive.

ORKA—Oruka Therapeutics, Inc.

Biotech

Then · 31 Mar 2025: Discovery Gap Very high (100/100)·AIR Cautious (41/100)
Now · 7 Oct 2026: Discovery Gap High (28/100)·AIR Neutral (59/100)·Left the top 5

Since then: Management change (24 Aug 2026)·Catalyst (10 Aug 2026)·Catalyst (29 May 2026)·Catalyst (27 Apr 2026)·Catalyst (27 Apr 2026)·Catalyst (27 Apr 2026)

EVEX—Eve Holding, Inc.

Industrials

Then · 31 Mar 2025: Discovery Gap Very high (98/100)·AIR Cautious (47/100)
Now · 7 Oct 2026: Discovery Gap Very high (79/100)·AIR Weak (39/100)·Left the top 5

Since then: Catalyst (4 Aug 2026)·Catalyst (5 May 2026)·Catalyst (16 Mar 2026)·Management change (27 Jan 2026)·Catalyst (29 Dec 2025)·Commercial traction (29 Dec 2025)

CON—Concentra Group Holdings Parent, Inc.

All industries

Then · 31 Mar 2025: Discovery Gap Very high (97/100)·AIR Constructive (61/100)
Now · 7 Oct 2026: Discovery Gap Medium (10/100)·AIR Constructive (64/100)·Left the top 5

Since then: Management change (4 Sep 2026)·Commercial traction (21 Aug 2026)·Catalyst (5 Aug 2026)·Catalyst (5 Aug 2026)·Management change (5 Aug 2026)·Management change (6 Jul 2026)

APLD—Applied Digital Corp.

Software / SaaS

Then · 31 Mar 2025: Discovery Gap Very high (97/100)·AIR Neutral (51/100)
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)·Commercial traction (26 Jun 2026)·Catalyst (26 Jun 2026)·Catalyst (16 Jun 2026)·Commercial traction (16 Jun 2026)

LOAR—Loar Holdings Inc.

Industrials

Then · 31 Mar 2025: Discovery Gap Very high (97/100)·AIR Neutral (53/100)
Now · 7 Oct 2026: Discovery Gap High (35/100)·AIR Neutral (59/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)·Catalyst (7 May 2026)·Catalyst (26 Feb 2026)·Commercial traction (23 Dec 2025)·Catalyst (23 Dec 2025)·Catalyst (23 Dec 2025)