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
OPCH · Option Care Health, Inc. · All industries
8-K · Item 1.01 — Material agreement
Summary pending — AIR's language model has not yet written this one.
AIR's read
Recognition: Balanced 49 → Strong 68Gap 32 → 21 (Medium)The gap narrowed — attention is catching up.
The price trend strengthened.
8-K · Filed 6 Oct 2026 · Filing · OPCH on AIR
02 · 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 73Value: Strong 66 → Balanced 53The shares became dearer on AIR's value read.
The price trend strengthened.
8-K · Filed 5 Oct 2026 · Filing · PTC on AIR
03 · Major contract
TDW · Tidewater Inc · All industries
8-K · Items 1.01, 2.03 — Material agreement
Summary pending — AIR's language model has not yet written this one.
AIR's read
Gap 87 → 67 (Very high)The gap narrowed as the filings read less positively.
8-K · Filed 5 Oct 2026 · Filing · TDW on AIR
04 · Quarterly/annual report
APOG · Apogee Enterprises, Inc. · All industries
Quarterly report (10-Q), period ending 29 Aug 2026
Quarterly report — no written summary; AIR's read is in the numbers below
AIR's read
Recognition: Balanced 49 → Balanced 55Gap 68 → 82 (Very high)Progress is running ahead of attention.
The price trend strengthened.
- Also filed: 8-K · Item 2.02 — Results of operations (6 Oct 2026)
10-Q · Filed 6 Oct 2026 · Filing · APOG on AIR
05 · Acquisition
BLFS · Biolife Solutions Inc · Industrials
8-K · Items 2.01, 3.01, 3.03, 5.01, 5.02 — Acquisition or disposal of assets
Summary pending — AIR's language model has not yet written this one.
AIR's read
News flow: Balanced 52 → Balanced 46Gap 13 → 0 (Low)The filings read less positively.
The gap closed as the filings read less positively.
The price trend strengthened.
8-K · Filed 6 Oct 2026 · Filing · BLFS 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: 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.