The AIR Shortlist · Week 41 · 5 Oct – 9 Oct 2026
Five filings that changed AIR's read this week
The material filings that moved AIR's read the most, ranked by the size of the change in fundamentals, news flow, recognition and the discovery gap. Price-driven readings — momentum and value — are shown as facts and never count toward the rank.
01 · Major contract
PTC · Ptc Inc. · Software / SaaS
8-K · Item 1.01 — Material agreement
Summary pending — AIR's language model has not yet written this one.
AIR's read
Recognition: Balanced 48 → Strong 71Value: Strong 66 → Balanced 54The shares became dearer on AIR's value read.
The price trend strengthened.
8-K · Filed 5 Oct 2026 · Filing · PTC on AIR
02 · Quarterly/annual report
EBF · Ennis, Inc. · All industries
Quarterly report (10-Q), period ending 31 Aug 2026
Quarterly report — no written summary; AIR's read is in the numbers below
AIR's read
Gap 4 → 21 (Medium)Progress is running ahead of attention.
10-Q · Filed 5 Oct 2026 · Filing · EBF on AIR
03 · Major contract
IMNM · Immunome Inc. · Biotech
8-K · Items 1.01, 3.02 — Material agreement
Summary pending — AIR's language model has not yet written this one.
AIR's read
Gap 8 → 0 (Low)The gap closed as the filings read less positively.
8-K · Filed 5 Oct 2026 · Filing · IMNM on AIR
04 · Major contract
RXO · RXO, Inc. · All industries
8-K · Items 1.01, 8.01 — Material agreement
Summary pending — AIR's language model has not yet written this one.
AIR's read
Recognition: Balanced 59 → Strong 68The price trend strengthened.
8-K · Filed 5 Oct 2026 · Filing · RXO on AIR
05 · Acquisition
QRVO · Qorvo, Inc. · Semiconductors
8-K · Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02 — Material agreement terminated
Summary pending — AIR's language model has not yet written this one.
AIR's read
News flow: Balanced 50 → Watch 44The filings read less positively.
8-K · Filed 5 Oct 2026 · Filing · QRVO on AIR
Due next week
- Thu 8 OctAEHR · 10-Qlast year: 8 Oct 2025
- AZZ · 10-Qlast year: 8 Oct 2025
- NXTT · 10-Qlast year: 8 Oct 2025
- WOR · 10-Qlast year: 8 Oct 2025
- Fri 9 OctAPLD · 10-Qlast year: 9 Oct 2025
- HELE · 10-Qlast year: 9 Oct 2025
- JEF · 10-Qlast year: 9 Oct 2025
- KBH · 10-Qlast year: 9 Oct 2025
- LEVI · 10-Qlast year: 9 Oct 2025
- NEOG · 10-Qlast year: 9 Oct 2025
- NRIX · 10-Qlast year: 9 Oct 2025
- TLRY · 10-Qlast year: 9 Oct 2025
- Mon 12 OctWS · 10-Qlast year: 10 Oct 2025
- Wed 14 OctACI · 10-Qlast year: 14 Oct 2025
- DPZ · 10-Qlast year: 14 Oct 2025
- PKE · 10-Qlast year: 14 Oct 2025
Expected dates come from each company's filing history. They are not forecasts, and companies move them.
Weeks
- Week 41 · 5 Oct – 9 Oct 2026 · ranked filings: 21
- Week 40 · 28 Sep – 2 Oct 2026 · ranked filings: 87
- Week 39 · 21 Sep – 25 Sep 2026 · ranked filings: 77
Research, not tips. Filings come from SEC EDGAR; AIR's read is recomputed every trading day. A price move is shown as a fact beside a filing, never as the reason it is listed.