February 2026

The five widest Discovery Gaps at the end of February 2026, revisited today from the same public filings. Descriptive, not predictive.

ASPI—ASP Isotopes Inc.

All industries

Then · 28 Feb 2026: Discovery Gap Very high (100/100)·AIR Weak (39/100)
Now · 7 Oct 2026: Discovery Gap Very high (96/100)·AIR Cautious (40/100)·Left the top 5

Since then: Catalyst (14 Aug 2026)·Competitive position (14 Aug 2026)·Commercial traction (14 Aug 2026)·Catalyst (4 Aug 2026)·Catalyst (16 Jul 2026)·Catalyst (15 Jul 2026)

FOUR—Shift4 Payments, Inc.

All industries

Then · 28 Feb 2026: Discovery Gap Very high (99/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (80/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)·Catalyst (8 Jul 2026)·Commercial traction (8 Jul 2026)·Catalyst (7 May 2026)·Management change (3 Mar 2026)

CIFR—Cipher Digital Inc.

Banks

Then · 28 Feb 2026: Discovery Gap Very high (99/100)·AIR Cautious (40/100)
Now · 7 Oct 2026: Discovery Gap Very high (69/100)·AIR Weak (34/100)·Left the top 5

Since then: Catalyst (24 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (15 Jun 2026)·Commercial traction (15 Jun 2026)·Catalyst (8 Jun 2026)·Catalyst (8 Jun 2026)

ROCK—GIBRALTAR INDUSTRIES, INC.

All industries

Then · 28 Feb 2026: Discovery Gap Very high (99/100)·AIR Cautious (43/100)
Now · 7 Oct 2026: Discovery Gap Very high (65/100)·AIR Cautious (41/100)·Left the top 5

Since then: Catalyst (5 Aug 2026)·Catalyst (16 Jul 2026)·Catalyst (7 May 2026)·Management change (3 Apr 2026)

ONDS—Ondas Inc.

Industrials

Then · 28 Feb 2026: Discovery Gap Very high (98/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Cautious (46/100)·Left the top 5

Since then: Catalyst (23 Sep 2026)·Catalyst (23 Sep 2026)·Catalyst (14 Sep 2026)·Catalyst (14 Sep 2026)·Catalyst (14 Sep 2026)·Commercial traction (14 Sep 2026)