The AIR Shortlist · Week 39 · 21 Sep – 25 Sep 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
PRTH · Priority Technology Holdings, Inc. · All industries
8-K · Items 1.01, 5.02, 8.01 — Material agreement
Priority Technology Holdings agreed to be acquired by WD Capital Partners (controlled by CEO Thomas Priore) for $8.05/share cash. Company will be delisted from Nasdaq and become a private subsidiary. Supporting stockholders owning 61.4% have committed to the deal.
AIR's read
Recognition: Watch 36 → Balanced 49Gap 35 → 24 (Medium)The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Filed 21 Sep 2026 · Filing · PRTH on AIR
02 · Acquisition
AX · Axos Financial, Inc. · Banks
8-K · Item 2.01 — Acquisition or disposal of assets
Axos Bank completed acquisition of approximately $1.9 billion in IRA deposits from Capital One on September 21, 2026, pursuant to a Purchase and Assumption Agreement dated April 22, 2026.
AIR's read
Fundamentals: Strong 69 → Strong 79Recognition: Balanced 60 → Balanced 57The reported numbers improved.
The price trend weakened.
03 · Results
WOR · Worthington Enterprises, Inc. · All industries
8-K · Items 2.02, 8.01 — Results of operations
WOR reported Q1 FY2027 results with 13% net sales growth ($343.9M), 22% net earnings increase to $42.6M, 10% adjusted EBITDA growth, and nearly doubled free cash flow to $54.0M. Declared $0.20/share quarterly dividend.
AIR's read
Recognition: Balanced 63 → Strong 67Gap 66 → 60 (Very high)The gap narrowed — attention is catching up.
The price trend strengthened.
- Also filed: 8-K · Items 2.02, 5.02 — Results of operations (25 Sep 2026)
8-K · Filed 22 Sep 2026 · Filing · WOR on AIR
04 · Results
CBRL · Cracker Barrel Old Country Store, Inc · All industries
8-K · Item 2.02 — Results of operations
Q4 FY2026: Revenue $849.3M (-2.2% YoY), adjusted EBITDA $62.1M (+11.5% YoY). Company completed sale-leaseback ($77M proceeds), divested MSBC, appointed new CEO. FY2027 guidance: revenue $3.325–3.4B, adjusted EBITDA $180–200M, comparable restaurant sales +3–5%.
AIR's read
Recognition: Balanced 48 → Balanced 54The price trend strengthened.
- Also filed: Annual report (10-K), FY2026 (25 Sep 2026)
8-K · Filed 23 Sep 2026 · Filing · CBRL on AIR
05 · Quarterly/annual report
SCHL · Scholastic Corp · 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
Recognition: Balanced 45 → Watch 40The price trend weakened.
- Also filed: 8-K · Item 2.02 — Results of operations (24 Sep 2026)
- Also filed: 8-K filed 2026-09-21 (21 Sep 2026)
10-Q · Filed 25 Sep 2026 · Filing · SCHL on AIR
Weeks
- Week 41 · 5 Oct – 9 Oct 2026 · ranked filings: 42
- 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.