Press Release Signals
Showing 78 signals. Updated 2026-04-01. Highlighting VVX.
VVX
Contracts & Proven Resource Expansions3-12 Months
Price$69.47
Signal$68.83|+0.9%|2026-02-02
Headline: COURT RULING UPHOLDS V2X'S T-6 COMBS AWARD
Summary: $4.3B sole-source gov't contract = 137% of $3.13B EV; definitive multi-year impact.
J
Contracts & Proven Resource Expansions3-12 Months
Price$128.14
Signal$150.96|-15.1%|2026-02-10
Headline: JACOBS AWARDED ROLE ON US MISSILE DEFENSE AGENCY SHIELD CONTRACT
Summary: $60.4B SHIELD contract = 314% of $19.2B EV; sole-source gov deal.
LAB
Corporate Actions3-6 Months
Price$0.93
Signal$1.40|-33.6%|2026-02-02
Headline: STANDARD BIOTOOLS COMPLETES SALE OF SOMALOGIC TO ILLUMINA
Summary: Sold SomaLogic for $350M upfront; 80% of $436M EV, de-levers balance sheet.
SEG
Corporate Actions3-6 Months
Price$21.67
Signal$19.94|+8.7%|2026-02-09
Headline: SEAPORT ENTERTAINMENT GROUP COMPLETES SALE OF 250 WATER STREET DEVELOPMENT PROJECT
Summary: Sells 250 Water St for $143M = 47% of $305M EV; sharpens portfolio focus.
PLBY
Corporate Actions3-6 Months
Price$1.57
Signal$2.12|-25.9%|2026-02-10
Headline: PLAYBOY SIGNS $122 MILLION DEAL WITH UNITED TRADEMARK GROUP TO ACCELERATE THE GROWTH OF IT…
Summary: Sells 50% China ops for $112M = 30% of $370M EV; debt reduction focus.
MITQ
Corporate Actions3-6 Months
Price$0.52
Signal$0.68|-23.8%|2026-02-12
Headline: MOVING IMAGE TECHNOLOGIES ACHIEVES Q2 REVENUE OF $3.8M; HOSTS CALL TODAY AT 11AM ET
Summary: Acquired DCS cinema line for $1.5M = 65% of $2.3M EV.
SROYF
Corporate Actions3-6 Months
Price$2.65
Signal$3.06|-13.4%|2026-02-24
Headline: SAILFISH ANNOUNCES SALE OF SPRING VALLEY AND MOONLIGHT ROYALTIES TO OR ROYALTIES INC. FOR…
Summary: $168M after-tax cash royalty sale = 72% of $234M EV.
CRTD
Corporate Actions6-18 Months
Price$9.90
Signal$10.00|-1.0%|2026-03-10
Headline: CRTD (CREATD INC.) SELLS REMAINING 80% OF FLY FLYTE TO NYSE-LISTED VTAK (CATHETER PRECISIO…
Summary: $12M Fly Flyte sale = 160% of $7.5M EV.
NXPL
Contracts & Proven Resource Expansions6-18 Months
Price$0.37
Signal$0.48|-22.2%|2026-03-11
Headline: NEXTPLAT'S GLOBAL TELESAT AWARDED $820,000 SATELLITE-ENABLED CONNECTIVITY HARDWARE AND SER…
Summary: $820k NATO-linked contract = 410% of $0.2M EV.
TRS
Corporate Actions3-12 Months
Price$36.01
Signal$35.47|+1.5%|2026-03-17
Headline: TRIMAS COMPLETES THE DIVESTITURE OF TRIMAS AEROSPACE
Summary: $1.45B Aerospace sale = 80% of $1.81B EV.
CVV
Corporate Actions3-6 Months
Price$4.22
Signal$5.13|-17.7%|2026-03-24
Headline: CVD EQUIPMENT CORPORATION ANNOUNCES DEFINITIVE AGREEMENT FOR THE SALE OF ITS SDC DIVISION
Summary: $16.9M cash SDC sale = 95% of $17.7M EV.
CVV
Corporate Actions3-12 Months
Price$4.22
Signal$5.13|-17.7%|2026-03-24
Headline: CVD EQUIPMENT CORPORATION ANNOUNCES DEFINITIVE AGREEMENT FOR THE SALE OF ITS SDC DIVISION
Summary: $16.9M cash SDC sale = 99% of $17M EV.
STRS
Corporate Actions6-18 Months
Price$30.73
Signal$29.06|+5.7%|2026-03-25
Headline: STRATUS PROPERTIES INC. BOARD OF DIRECTORS UNANIMOUSLY APPROVES PLAN TO DISSOLVE AND SELL…
Summary: $240-305M est. distributions from asset sales = 60-77% of $396M EV.
TH
Contracts & Proven Resource Expansions12-24 Months
Price$12.57
Signal$9.28|+35.5%|2026-04-01
Headline: TARGET HOSPITALITY SECURES OVER $550 MILLION MULTI-YEAR CONTRACT WITH TOP FIVE HYPERSCALER…
Summary: $550M multi-year hyperscaler contract = 59% of $932M EV.
CMCSA
Corporate Actions3-6 Months
Price$28.03
Signal$28.68|-2.2%|2026-01-05
Summary: Spin-off of Versant completed, removing a non-core media segment.
IPX
Regulatory & Policy Wins6-12 Months
Price$28.00
Signal$46.73|-40.1%|2026-01-16
Headline: IPERIONX RECEIVES FINAL $4.6M IN DOW FUNDING AND 290 METRIC TONS OF TITANIUM SCRAP FROM U.…
Summary: Final $4.6M DOW funding + 290T feedstock secures 1,400 TPA production ramp.
CLX
Corporate Actions12-18 Months
Price$103.40
Signal$112.20|-7.8%|2026-01-23
Headline: CLOROX ANNOUNCES ACQUISITION OF GOJO INDUSTRIES, MAKERS OF PURELL®, MARKET LEADER IN SKIN…
Summary: Acquires GOJO (Purell) for $1.92B Net; expands Health & Wellness moat with high-margin B2B/B2C brand.
WIX
Significant Capital Allocation6-12 Months
Price$90.10
Signal$87.96|+2.4%|2026-01-28
Headline: WIX ANNOUNCES BOARD AUTHORIZATION OF $2 BILLION SHARE REPURCHASE PROGRAM
Summary: $2B buyback (36% of $5.6B EV) over 2 years; accretive to EPS.
GPUSF
Contracts & Proven Resource Expansions6-12 Months
PriceN/A
Signal0.0%|2026-02-11
Headline: ALSET AI'S LYKEN.AI SIGNS FORMAL CLOUD COMPUTE SERVICES CONTRACT...
Summary: $1M/yr contract = 30% of $3.38M EV; multi-year recurring revenue.
PRTA
Significant Capital Allocation6-18 Months
Price$9.86
Signal$8.67|+13.7%|2026-03-02
Headline: PROTHENA ANNOUNCES UP TO $100 MILLION SHARE REPURCHASE PLAN
Summary: $100M buyback auth = 60% of $168M EV.
CNNE
Significant Capital Allocation6-18 Months
Price$11.45
Signal$11.59|-1.2%|2026-03-09
Headline: CANNAE HOLDINGS, INC. ANNOUNCES INCREASE IN SHARE REPURCHASE AUTHORIZATION, EXPANDING ITS…
Summary: $173M buyback auth = 31% of $564M EV.
YALA
Significant Capital Allocation3-24 Months
Price$6.25
Signal$7.11|-12.1%|2026-03-10
Headline: YALLA GROUP LIMITED ANNOUNCES NEW US$150 MILLION SHARE REPURCHASE PROGRAM
Summary: $150M buyback auth. = 22% of $685M EV.
IBTA
Significant Capital Allocation6-18 Months
Price$30.30
Signal$21.89|+38.4%|2026-03-12
Headline: IBOTTA ANNOUNCES A $100 MILLION INCREASE TO ITS SHARE REPURCHASE PROGRAM
Summary: $100M net-new buyback = 27% of $372M EV.
IAUX
Balance Sheet & Liability Events6-18 Months
Price$1.55
Signal$1.67|-7.5%|2026-03-17
Headline: I-80 GOLD CLOSES $250 MILLION ROYALTY FINANCING WITH FRANCO-NEVADA AND COMPLETES RETIREMEN…
Summary: $250M royalty retires legacy debt = 16% of $1.51B EV.
SNIPF
Contracts & Proven Resource Expansions6-12 Months
Price$0.04
Signal$0.04|0.0%|2026-03-23
Headline: SNIPP INTERACTIVE SECURES US$3 MILLION CONTRACT, LARGEST IN COMPANY HISTORY
Summary: $3M contract = 45% of $6.6M EV.
TRIP
Activism & Governance6-18 Months
Price$10.79
Signal$10.02|+7.7%|2026-03-23
Headline: TRIPADVISOR AND STARBOARD VALUE ENTER INTO COOPERATION AGREEMENT
Summary: Starboard cooperation adds 4 directors for value creation.
SSRM
Corporate Actions3-12 Months
Price$30.53
Signal$24.44|+24.9%|2026-03-25
Headline: SSR MINING PROVIDES UPDATE ON ÇÖPLER MINE SALE
Summary: $1.5B cash for 80% Çöpler mine stake = 31% of $4.8B EV.
ROMA
Significant Capital Allocation12-24 Months
Price$3.83
Signal$6.30|-39.1%|2026-03-30
Headline: ROMA GREEN FINANCE LIMITED ANNOUNCES US$100.0 MILLION SHARE REPURCHASE PROGRAM
Summary: $100M buyback = 27% of $373M EV.
PXLW
Significant Capital Allocation3-12 Months
Price$5.65
Signal$4.84|+16.7%|2026-03-31
Headline: PIXELWORKS ANNOUNCES BOARD AUTHORIZATION OF $5 MILLION STOCK REPURCHASE PROGRAM
Summary: $5M buyback = 25% of $19.6M EV.
MTB
Significant Capital Allocation6-24 Months
Price$208.18
Signal$201.13|+3.5%|2026-03-31
Headline: M&T BANK CORPORATION ANNOUNCES COMMON STOCK REPURCHASE PROGRAM
Summary: $5B buyback = 21% of $24.3B EV.
J
Transformative Partnerships12-18 Months
Price$128.14
Signal$138.86|-7.7%|2026-01-05
Headline: JACOBS TO ACQUIRE REMAINING STAKE IN PA CONSULTING
Summary: Acquisition of remaining 75% of PA Consulting for $1.6B (9% of EV). Full ownership.
GDS
Corporate Actions3-6 Months
Price$41.92
Signal$44.00|-4.7%|2026-01-13
Headline: GDS ANNOUNCES SALE OF US$385 MILLION DAYONE SHARES
Summary: Sells $385M DayOne shares; proceeds = 4.7% of GDS's EV, used for debt reduction.
PSHG
Contracts & Proven Resource ExpansionsImmediate
Price$1.74
Signal$2.05|-15.1%|2026-01-21
Headline: PERFORMANCE SHIPPING INC. SECURES THREE-YEAR TIME CHARTER CONTRACT FOR M/T P. MONTEREY AT…
Summary: Secures 3-year charter at $31k/day; adds $34M revenue visibility.
YEXT
Significant Capital Allocation3-12 Months
Price$3.94
Signal$7.16|-45.0%|2026-02-02
Headline: YEXT CEO WITHDRAWS NON-BINDING ACQUISITION PROPOSAL; COMPANY INTENDS TO REPURCHASE $150 MI…
Summary: $150M self-tender buyback = 18% of $826M EV; accretive to EPS.
EPC
Corporate Actions3-6 Months
Price$21.27
Signal$19.56|+8.7%|2026-02-03
Headline: EDGEWELL PERSONAL CARE COMPLETES THE SALE OF ITS FEMININE CARE BUSINESS TO ESSITY FOR $340…
Summary: Divested feminine care biz for $340M = 16% of $2.1B EV.
PACB
Corporate Actions3-6 Months
Price$1.38
Signal$2.06|-33.3%|2026-02-03
Headline: PACBIO COMPLETES SALE OF SHORT-READ SEQUENCING ASSETS
Summary: Sold short-read assets for $150M = 12% of $1.27B EV.
PLBC
Significant Capital Allocation3-12 Months
Price$49.25
Signal$51.96|-5.2%|2026-02-03
Headline: PLUMAS BANCORP ANNOUNCES STOCK REPURCHASE PROGRAM
Summary: New $25M buyback = 8.3% of $301M EV.
WDC
Significant Capital Allocation12-24 Months
Price$291.63
Signal$270.23|+7.9%|2026-02-03
Headline: WESTERN DIGITAL AUTHORIZES ADDITIONAL $4.0 BILLION OF SHARE REPURCHASES
Summary: $4.48B buyback auth (4.7% of $95B EV); total capacity now $4.48B.
RWAY
Balance Sheet & Liability Events3-6 Months
Price$6.79
Signal$8.96|-24.2%|2026-02-04
Headline: RUNWAY GROWTH FINANCE CORP. ANNOUNCES PARTIAL REDEMPTION OF 7.50% NOTES DUE 2027 AND WHOLE…
Summary: Redeems $92M notes (12.1% of $759M EV), reducing leverage and interest costs.
MATW
Balance Sheet & Liability Events3-6 Months
Price$25.87
Signal$26.43|-2.1%|2026-02-04
Headline: MATTHEWS INTERNATIONAL REPORTS RESULTS FOR FISCAL 2026 FIRST QUARTER
Summary: Reduces debt by $174M (11.6% of $1.5B EV) via divestiture proceeds.
KXSCF
Significant Capital Allocation6-12 Months
Price$100.57
Signal$89.60|+12.2%|2026-02-04
Headline: KINAXIS ANNOUNCES INTENTION TO MAXIMIZE SIZE OF NORMAL COURSE ISSUER BID
Summary: Increases buyback to max 10% of float (~$250M or 10% of $2.45B EV).
CVEO
Contracts & Proven Resource Expansions12-18 Months
Price$26.46
Signal$25.82|+2.5%|2026-02-04
Headline: CIVEO AWARDED FOUR-YEAR INTEGRATED SERVICES CONTRACT WITH ONTARIO'S MINISTRY OF THE SOLICI…
Summary: Secures 4-year Ontario contract; Effective Value ~$60M (11.8% of $510M EV).
CAWW
Corporate Actions3-6 Months
Price$0.51
Signal$0.60|-15.0%|2026-02-05
Headline: CCA INDUSTRIES, INC. ANNOUNCES SALE OF LOBE MIRACLE BRAND
Summary: Sells Lobe Miracle brand for $1.42M = 27% of $5.3M EV.
FMC
Activism & Governance6-12 Months
Price$17.21
Signal$16.99|+1.3%|2026-02-05
Headline: FMC CORPORATION SETS 2026 PRIORITIES AND ANNOUNCES EXPLORATION OF STRATEGIC OPTIONS INCLUD…
Summary: Formally explores strategic alternatives, including potential sale.
SCLTF
Corporate Actions3-6 Months
Price$0.06
Signal$0.08|-21.1%|2026-02-09
Headline: SEARCHLIGHT COMPLETES SALE OF KULYK LAKE AND DALY LAKE PROJECTS TO MONAZITE METALS CORP.
Summary: Sells Kulyk/Daly Lake projects for $1.02M = 33% of $3.13M EV.
ELTK
Contracts & Proven Resource Expansions3-12 Months
Price$8.25
Signal$8.45|-2.4%|2026-02-09
Headline: ELTEK RECEIVES PURCHASE ORDERS TOTALING $12.2 MILLION
Summary: $12.2M defense orders = 20% of $61M EV; reinforces customer relationship.
EPC
Corporate Actions3-6 Months
Price$21.27
Signal$20.75|+2.5%|2026-02-09
Headline: EDGEWELL PERSONAL CARE ANNOUNCES FIRST QUARTER FISCAL 2026 RESULTS
Summary: Divests feminine care unit for $340M = 16% of $2.16B EV.
ELVG
Contracts & Proven Resource Expansions3-6 Months
Price$10.00
Signal$0.02|+45354.5%|2026-02-10
Headline: ELVICTOR GROUP SECURES NEW CREW MANAGEMENT CONTRACTS
Summary: New crew contracts add $1.68M/yr = 18% of $9.1M EV.
OTEX
Significant Capital Allocation3-12 Months
Price$22.23
Signal$25.35|-12.3%|2026-02-10
Headline: OPENTEXT INCREASES SHARE REPURCHASE PROGRAM TO US$500 MILLION
Summary: $500M buyback = 9.4% of $5.3B EV; expanded authorization.
CRTO
Significant Capital Allocation3-6 Months
Price$18.14
Signal$19.49|-6.9%|2026-02-11
Headline: CRITEO REPORTS FOURTH QUARTER 2025 RESULTS
Summary: $152M buyback = 17% of $878M EV; follows strong FCF generation.
KIDZ
Significant Capital Allocation3-6 Months
Price$3.16
Signal$0.16|+1929.5%|2026-02-11
Headline: CLASSOVER ANNOUNCES $2 MILLION SHARE REPURCHASE PROGRAM
Summary: $2M buyback = 16% of $12.2M EV; rare micro-cap commitment.
STLRF
Regulatory & Policy Wins12-24 Months
Price$1.14
Signal$1.16|-1.7%|2026-02-12
Headline: ONTARIO ISSUES FIRST-EVER RECOVERY OF MINERALS PERMIT TO STLLR GOLD'S HOLLINGER TAILINGS P…
Summary: First Ontario mineral recovery permit accelerates Hollinger tailings project.
GEVO
Balance Sheet & Liability Events3-6 Months
Price$2.60
Signal$1.87|+38.8%|2026-02-12
Headline: GEVO COMPLETES DEBT REFINANCING TRANSACTION TO SIMPLIFY ITS DEBT STRUCTURE WITH NEW CONSOL…
Summary: Refinanced $68M debt, freeing $35M cash = 12.4% of $548M EV.
JXN
Transformative Partnerships12-18 Months
Price$106.51
Signal$114.42|-6.9%|2026-02-12
Headline: JACKSON FINANCIAL INC. AND TPG INC. ANNOUNCE LAUNCH OF LONG-TERM STRATEGIC PARTNERSHIP
Summary: $500M strategic investment from TPG = 6.4% of $7.86B EV.
ONMD
Contracts & Proven Resource Expansions6-12 Months
Price$0.88
Signal$0.69|+27.0%|2026-02-13
Headline: ONEMEDNET REPORTS RECORD 2025 BOOKINGS OF $2.79 MILLION...
Summary: $2.79M bookings = 12.3% of $22.6M EV; subscription transition accelerates.
RDWR
Significant Capital Allocation3-12 Months
Price$26.50
Signal$26.39|+0.4%|2026-02-13
Headline: RADWARE ANNOUNCES NEW $80 MILLION SHARE REPURCHASE PLAN
Summary: $80M buyback = 7.5% of $1.06B EV; capital return underscores confidence.
EXPD
Significant Capital Allocation6-12 Months
Price$144.52
Signal$149.63|-3.4%|2026-02-24
Headline: EXPEDITORS ANNOUNCES NEW SHARE REPURCHASE PROGRAM
Summary: $3B new buyback authorization = 15% of $19.4B EV.
BFH
Significant Capital Allocation12-24 Months
Price$75.55
Signal$73.19|+3.2%|2026-02-26
Headline: BREAD FINANCIAL ANNOUNCES $600 MILLION INCREASE IN SHARE REPURCHASE AUTHORITY
Summary: $600M buyback increase = 15% of $3.9B EV.
CWD
Corporate Actions6-18 Months
Price$1.17
Signal$1.30|-10.0%|2026-02-27
Headline: CALIBER COMPLETES SALE OF HOLIDAY INN OCOTILLO FOR $13.0 MILLION AND POSITIONS CALIBER HOS…
Summary: $13M non-core hotel sale = 23% of $57M EV.
SHO
Significant Capital Allocation12-24 Months
Price$9.01
Signal$9.66|-6.7%|2026-02-27
Headline: SUNSTONE HOTEL INVESTORS REPORTS RESULTS FOR FOURTH QUARTER AND FULL YEAR 2025
Summary: $500M restored buyback auth = 20% of $2.56B EV.
EPSN
Significant Capital Allocation6-18 Months
Price$6.31
Signal$4.91|+28.4%|2026-02-27
Headline: EPSILON ENERGY LTD. ANNOUNCES NEW SHARE REPURCHASE PROGRAM
Summary: $15M new buyback auth = 16% of $96M EV.
XTNT
Corporate Actions3-12 Months
Price$0.57
Signal$0.57|-0.1%|2026-03-02
Headline: XTANT MEDICAL FINALIZES COMPANION SPINE TRANSACTIONS
Summary: $21.4M cash from asset sales = 21% of $102M EV.
KVYO
Significant Capital Allocation6-18 Months
Price$19.79
Signal$17.41|+13.7%|2026-03-02
Headline: KLAVIYO ANNOUNCES $500 MILLION SHARE REPURCHASE PROGRAM WITH $100 MILLION ACCELERATED SHAR…
Summary: $500M buyback program = 11% of $4.4B EV.
ADT
Significant Capital Allocation6-18 Months
Price$6.63
Signal$8.02|-17.3%|2026-03-02
Headline: ADT REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS; ANNOUNCES NEW $1.5 BILLION SHARE RE…
Summary: $1.5B new buyback auth = 11% of $14B EV.
SSRM
Corporate Actions6-18 Months
Price$30.53
Signal$28.93|+5.5%|2026-03-04
Headline: SSR MINING ANNOUNCES BINDING AGREEMENT TO SELL ITS OWNERSHIP IN THE ÇÖPLER MINE FOR $1.5 B…
Summary: $1.5B cash for 80% Çöpler mine stake = 26% of $5.7B EV.
PAR
Activism & Governance9-18 Months
Price$13.21
Signal$17.53|-24.7%|2026-03-04
Headline: VOSS CAPITAL ISSUES OPEN LETTER TO THE BOARD OF PAR TECHNOLOGY
Summary: Activist Voss (13.2% stake) demands full strategic alternatives review.
UTHR
Significant Capital Allocation3-12 Months
Price$595.00
Signal$478.16|+24.4%|2026-03-09
Headline: UNITED THERAPEUTICS CORPORATION ANNOUNCES $2 BILLION STOCK REPURCHASE AUTHORIZATION AND EN…
Summary: $2B buyback auth = 10% of $19.4B EV.
NRC
Significant Capital Allocation6-24 Months
Price$17.02
Signal$14.97|+13.7%|2026-03-10
Headline: NRC HEALTH ANNOUNCES BOARD AUTHORIZATION OF $60 MILLION SHARE REPURCHASE PROGRAM
Summary: $60M buyback = 14% of $415M EV.
STGW
Significant Capital Allocation3-18 Months
Price$6.29
Signal$5.24|+19.9%|2026-03-10
Headline: STAGWELL INC. (NASDAQ:STGW) REPORTS RESULTS FOR THE THREE AND TWELVE MONTHS ENDED DECEMBER…
Summary: $400M buyback avail. = 13% of $3B EV.
INMD
Significant Capital Allocation6-18 Months
Price$13.83
Signal$12.76|+8.3%|2026-03-13
Headline: INMODE ANNOUNCES NEW SHARE REPURCHASE PROGRAM
Summary: $81M buyback auth. (10% shares) = 16% of $511M EV.
JLL
Significant Capital Allocation12-24 Months
Price$304.21
Signal$294.19|+3.4%|2026-03-13
Headline: JLL INTRODUCES ACCELERATE 2030 STRATEGY AND LONG-TERM FINANCIAL TARGETS
Summary: $3B buyback program = 19% of $15.8B EV.
WEAV
Transformative Partnerships6-18 Months
Price$4.68
Signal$4.75|-1.6%|2026-03-13
Headline: WEAVE NAMED EXCLUSIVE PATIENT ENGAGEMENT PLATFORM ENDORSED FOR AMERICAN DENTAL ASSOCIATION…
Summary: ADA exclusive endorsement unlocks multi-year dental market revenue >10% EV.
NBIS
Contracts & Proven Resource Expansions12-24 Months
Price$107.06
Signal$112.95|-5.2%|2026-03-16
Headline: NEBIUS SIGNS NEW AI INFRASTRUCTURE AGREEMENT WITH META
Summary: $12B 5-yr Meta deal; Effective Value $4.8B = 16% of $29.8B EV.
LGDTF
Corporate Actions3-12 Months
Price$0.84
Signal$0.78|+7.4%|2026-03-23
Headline: LIBERTY GOLD ANNOUNCES THE SALE OF THE GOLDSTRIKE PROJECT FOR PROCEEDS OF US$72.5 MILLION
Summary: $72.5M Goldstrike sale = 21% of $352M EV.
BLMWF
Contracts & Proven Resource Expansions12-24 Months
Price$0.67
Signal$0.69|-3.3%|2026-03-24
Headline: BLUMETRIC ANNOUNCES $7.5 MILLION MISSION READY WATER CONTRACT FOR SHIPBOARD MILITARY APPLI…
Summary: $7.5M multi-year military contract = 17% of $44.5M EV.
NDRA
Activism & Governance6-18 Months
Price$4.39
Signal$3.46|+26.9%|2026-03-25
Headline: ENDRA LIFE SCIENCES INITIATES REVIEW OF STRATEGIC ALTERNATIVES TO MAXIMIZE SHAREHOLDER VAL…
Summary: Board initiates strategic alternatives review to maximize value.
LOVE
Significant Capital Allocation6-18 Months
Price$14.75
Signal$11.29|+30.6%|2026-03-26
Headline: THE LOVESAC COMPANY EXPANDS SHARE REPURCHASE AUTHORIZATION BY $40 MILLION
Summary: $54M total buyback auth = 16% of $333M EV.
ELLO
Corporate Actions3-12 Months
Price$24.31
Signal$25.00|-2.8%|2026-03-30
Headline: ELLOMAY CAPITAL TO SELL ITS INDIRECT HOLDINGS IN DORAD ENERGY LTD. BASED ON A DORAD VALUAT…
Summary: Separation monetizes ~$200M Dorad stake = 22% of $906M EV.
| VVX | V2X, Inc. | Industrials | Aerospace & Defense | $2.2B | Contracts & Proven Resource Expansions | $4.3B sole-source gov't contract = 137% of $3.13B EV; definitive multi-year impact. | Court ruling upholds v2x's t-6 combs award | 3-12 Months | $2.9B | $68.83 | +0.9% | 2026-02-02 | |
| J | Jacobs Solutions Inc. | Industrials | Engineering & Construction | $15.1B | Contracts & Proven Resource Expansions | $60.4B SHIELD contract = 314% of $19.2B EV; sole-source gov deal. | Jacobs awarded role on us missile defense agency shield contract | 3-12 Months | $16.4B | $150.96 | -15.1% | 2026-02-10 | |
| LAB | Standard BioTools Inc. | Healthcare | Medical - Devices | $362.5M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Sold SomaLogic for $350M upfront; 80% of $436M EV, de-levers balance sheet. | Standard biotools completes sale of somalogic to illumina | 3-6 Months | $268.5M | $1.40 | -33.6% | 2026-02-02 | |
| SEG | Seaport Entertainment Group Inc. | Real Estate | Real Estate - Services | $277.3M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Sells 250 Water St for $143M = 47% of $305M EV; sharpens portfolio focus. | Seaport entertainment group completes sale of 250 water street development project | 3-6 Months | $337.8M | $19.94 | +8.7% | 2026-02-09 | |
| PLBY | Playboy, Inc. | Consumer Cyclical | Leisure | $146.6M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Sells 50% China ops for $112M = 30% of $370M EV; debt reduction focus. | Playboy signs $122 million deal with united trademark group to accelerate the growth of its china business | 3-6 Months | $328.1M | $2.12 | -25.9% | 2026-02-10 | |
| MITQ | Moving iMage Technologies, Inc. | Technology | Communication Equipment | $5.2M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Acquired DCS cinema line for $1.5M = 65% of $2.3M EV. | Moving image technologies achieves q2 revenue of $3.8m; hosts call today at 11am et | 3-6 Months | $2.3M | $0.68 | -23.8% | 2026-02-12 | |
| SROYF | Sailfish Royalty Corp. | Basic Materials | Gold | $202.1M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $168M after-tax cash royalty sale = 72% of $234M EV. | Sailfish announces sale of spring valley and moonlight royalties to or royalties inc. For us$168 million; announces a tripling of sailfish's annual dividend | 3-6 Months | $234.5M | $3.06 | -13.4% | 2026-02-24 | |
| CRTD | Creatd, Inc. | Communication Services | Internet Content & Information | $5.1M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $12M Fly Flyte sale = 160% of $7.5M EV. | Crtd (creatd inc.) sells remaining 80% of fly flyte to nyse-listed vtak (catheter precision inc.), securing significant cash and equity position | 6-18 Months | $8.9M | $10.00 | -1.0% | 2026-03-10 | |
| NXPL | NextPlat Corp | Technology | Software - Application | $10.0M | Contracts & Proven Resource Expansions | $820k NATO-linked contract = 410% of $0.2M EV. | Nextplat's global telesat awarded $820,000 satellite-enabled connectivity hardware and services contract from u.k. Government prime supplier | 6-18 Months | -$2.2M | $0.48 | -22.2% | 2026-03-11 | |
| TRS | TriMas Corporation | Consumer Cyclical | Packaging & Containers | $1.5B | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $1.45B Aerospace sale = 80% of $1.81B EV. | Trimas completes the divestiture of trimas aerospace | 3-12 Months | $1.8B | $35.47 | +1.5% | 2026-03-17 | |
| CVV | CVD Equipment Corporation | Industrials | Industrial - Machinery | $29.3M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $16.9M cash SDC sale = 95% of $17.7M EV. | Cvd equipment corporation announces definitive agreement for the sale of its sdc division | 3-6 Months | $20.1M | $5.13 | -17.7% | 2026-03-24 | |
| CVV | CVD Equipment Corporation | Industrials | Industrial - Machinery | $29.3M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $16.9M cash SDC sale = 99% of $17M EV. | Cvd equipment corporation announces definitive agreement for the sale of its sdc division | 3-12 Months | $20.1M | $5.13 | -17.7% | 2026-03-24 | |
| STRS | Stratus Properties Inc. | Real Estate | Real Estate - Diversified | $245.7M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $240-305M est. distributions from asset sales = 60-77% of $396M EV. | Stratus properties inc. Board of directors unanimously approves plan to dissolve and sell all assets, estimating total stockholder distributions of $29.73 to $37.69 per share | 6-18 Months | $328.0M | $29.06 | +5.7% | 2026-03-25 | |
| TH | Target Hospitality Corp. | Industrials | Specialty Business Services | $1.3B | Contracts & Proven Resource Expansions | $550M multi-year hyperscaler contract = 59% of $932M EV. | Target hospitality secures over $550 million multi-year contract with top five hyperscaler supporting a data center development | 12-24 Months | $931.7M | $9.28 | +35.5% | 2026-04-01 | |
| CMCSA | Comcast Corporation | Communication Services | Telecommunications Services | $102.1B | Corporate Actions | Spin-off of Versant completed, removing a non-core media segment. | N/A | 3-6 Months | $192.8B | $28.68 | -2.2% | 2026-01-05 | |
| IPX | IperionX Limited | Basic Materials | Industrial Materials | $939.7M | Regulatory & Policy Wins | Final $4.6M DOW funding + 290T feedstock secures 1,400 TPA production ramp. | Iperionx receives final $4.6m in dow funding and 290 metric tons of titanium scrap from u.s. Government | 6-12 Months | $814.4M | $46.73 | -40.1% | 2026-01-16 | |
| CLX | The Clorox Company | Consumer Defensive | Household & Personal Products | $12.6B | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Acquires GOJO (Purell) for $1.92B Net; expands Health & Wellness moat with high-margin B2B/B2C brand. | Clorox announces acquisition of gojo industries, makers of purell®, market leader in skin health and hygiene | 12-18 Months | $15.5B | $112.20 | -7.8% | 2026-01-23 | |
| WIX | Wix.com Ltd. | Technology | Software - Infrastructure | $5.0B | Significant Capital Allocation (Buybacks & Special Dividends) | $2B buyback (36% of $5.6B EV) over 2 years; accretive to EPS. | Wix announces board authorization of $2 billion share repurchase program | 6-12 Months | $6.2B | $87.96 | +2.4% | 2026-01-28 | |
| GPUSF | GPUSF | N/A | N/A | $0.00 | Contracts & Proven Resource Expansions | $1M/yr contract = 30% of $3.38M EV; multi-year recurring revenue. | Alset ai's lyken.ai signs formal cloud compute services contract... | 6-12 Months | $0.00 | N/A | 0.0% | 2026-02-11 | |
| PRTA | Prothena Corporation plc | Healthcare | Biotechnology | $530.5M | Significant Capital Allocation (Buybacks & Special Dividends) | $100M buyback auth = 60% of $168M EV. | Prothena announces up to $100 million share repurchase plan | 6-18 Months | $224.1M | $8.67 | +13.7% | 2026-03-02 | |
| CNNE | Cannae Holdings, Inc. | Consumer Cyclical | Restaurants | $592.0M | Significant Capital Allocation | $173M buyback auth = 31% of $564M EV. | Cannae holdings, inc. Announces increase in share repurchase authorization, expanding its commitment to returning capital to shareholders | 6-18 Months | $553.7M | $11.59 | -1.2% | 2026-03-09 | |
| YALA | Yalla Group Limited | Technology | Software - Application | $975.0M | Significant Capital Allocation (Buybacks & Special Dividends) | $150M buyback auth. = 22% of $685M EV. | Yalla group limited announces new us$150 million share repurchase program | 3-24 Months | $432.2M | $7.11 | -12.1% | 2026-03-10 | |
| IBTA | Ibotta, Inc. | Technology | Software - Application | $859.5M | Significant Capital Allocation | $100M net-new buyback = 27% of $372M EV. | Ibotta announces a $100 million increase to its share repurchase program | 6-18 Months | $568.7M | $21.89 | +38.4% | 2026-03-12 | |
| IAUX | i-80 Gold Corp. | Basic Materials | Gold | $1.3B | Balance Sheet & Liability Events | $250M royalty retires legacy debt = 16% of $1.51B EV. | I-80 gold closes $250 million royalty financing with franco-nevada and completes retirement of certain legacy debt obligations | 6-18 Months | $1.4B | $1.67 | -7.5% | 2026-03-17 | |
| SNIPF | Snipp Interactive Inc. | Communication Services | Advertising Agencies | $10.6M | Contracts & Proven Resource Expansions | $3M contract = 45% of $6.6M EV. | Snipp interactive secures us$3 million contract, largest in company history | 6-12 Months | $6.6M | $0.04 | 0.0% | 2026-03-23 | |
| TRIP | Tripadvisor, Inc. | Consumer Cyclical | Travel Services | $1.3B | Activism & Governance | Starboard cooperation adds 4 directors for value creation. | Tripadvisor and starboard value enter into cooperation agreement | 6-18 Months | $1.4B | $10.02 | +7.7% | 2026-03-23 | |
| SSRM | SSR Mining Inc. | Basic Materials | Gold | $6.2B | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $1.5B cash for 80% Çöpler mine stake = 31% of $4.8B EV. | Ssr mining provides update on çöpler mine sale | 3-12 Months | $5.8B | $24.44 | +24.9% | 2026-03-25 | |
| ROMA | Roma Green Finance Limited Ordinary Shares | Industrials | Consulting Services | $228.4M | Significant Capital Allocation (Buybacks & Special Dividends) | $100M buyback = 27% of $373M EV. | Roma green finance limited announces us$100.0 million share repurchase program | 12-24 Months | $236.2M | $6.30 | -39.1% | 2026-03-30 | |
| PXLW | Pixelworks, Inc. | Technology | Semiconductors | $29.2M | Significant Capital Allocation | $5M buyback = 25% of $19.6M EV. | Pixelworks announces board authorization of $5 million stock repurchase program | 3-12 Months | $23.1M | $4.84 | +16.7% | 2026-03-31 | |
| MTB | M&T Bank Corporation | Financial Services | Banks - Regional | $31.0B | Significant Capital Allocation | $5B buyback = 21% of $24.3B EV. | M&t bank corporation announces common stock repurchase program | 6-24 Months | $25.1B | $201.13 | +3.5% | 2026-03-31 | |
| J | Jacobs Solutions Inc. | Industrials | Engineering & Construction | $15.1B | Transformative Partnerships | Acquisition of remaining 75% of PA Consulting for $1.6B (9% of EV). Full ownership. | Jacobs to acquire remaining stake in pa consulting | 12-18 Months | $16.4B | $138.86 | -7.7% | 2026-01-05 | |
| GDS | GDS Holdings Limited | Technology | Information Technology Services | $8.1B | Corporate Actions | Sells $385M DayOne shares; proceeds = 4.7% of GDS's EV, used for debt reduction. | Gds announces sale of us$385 million dayone shares | 3-6 Months | $12.6B | $44.00 | -4.7% | 2026-01-13 | |
| PSHG | Performance Shipping Inc. | Industrials | Marine Shipping | $21.6M | Contracts & Proven Resource Expansions | Secures 3-year charter at $31k/day; adds $34M revenue visibility. | Performance shipping inc. Secures three-year time charter contract for m/t p. Monterey at usd31,000 per day | Immediate | $196.0M | $2.05 | -15.1% | 2026-01-21 | |
| YEXT | Yext, Inc. | Technology | Software - Infrastructure | $485.5M | Significant Capital Allocation (Buybacks & Special Dividends) | $150M self-tender buyback = 18% of $826M EV; accretive to EPS. | Yext ceo withdraws non-binding acquisition proposal; company intends to repurchase $150 million of common stock through self-tender offer | 3-12 Months | $496.4M | $7.16 | -45.0% | 2026-02-02 | |
| EPC | Edgewell Personal Care Company | Consumer Defensive | Household & Personal Products | $993.7M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Divested feminine care biz for $340M = 16% of $2.1B EV. | Edgewell personal care completes the sale of its feminine care business to essity for $340m | 3-6 Months | $2.3B | $19.56 | +8.7% | 2026-02-03 | |
| PACB | Pacific Biosciences of California, Inc. | Healthcare | Medical - Devices | $415.2M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Sold short-read assets for $150M = 12% of $1.27B EV. | Pacbio completes sale of short-read sequencing assets | 3-6 Months | $1.0B | $2.06 | -33.3% | 2026-02-03 | |
| PLBC | Plumas Bancorp | Financial Services | Banks - Regional | $343.7M | Significant Capital Allocation (Buybacks & Special Dividends) | New $25M buyback = 8.3% of $301M EV. | Plumas bancorp announces stock repurchase program | 3-12 Months | $408.0M | $51.96 | -5.2% | 2026-02-03 | |
| WDC | Western Digital Corporation | Technology | Computer Hardware | $98.9B | Significant Capital Allocation (Buybacks & Special Dividends) | $4.48B buyback auth (4.7% of $95B EV); total capacity now $4.48B. | Western digital authorizes additional $4.0 billion of share repurchases | 12-24 Months | $94.4B | $270.23 | +7.9% | 2026-02-03 | |
| RWAY | Runway Growth Finance Corp. | Financial Services | Financial - Credit Services | $245.4M | Balance Sheet & Liability Events | Redeems $92M notes (12.1% of $759M EV), reducing leverage and interest costs. | Runway growth finance corp. Announces partial redemption of 7.50% notes due 2027 and whole redemption of 8.00% notes due 2027 | 3-6 Months | $681.9M | $8.96 | -24.2% | 2026-02-04 | |
| MATW | Matthews International Corporation | Industrials | Conglomerates | $805.1M | Balance Sheet & Liability Events | Reduces debt by $174M (11.6% of $1.5B EV) via divestiture proceeds. | Matthews international reports results for fiscal 2026 first quarter | 3-6 Months | $1.4B | $26.43 | -2.1% | 2026-02-04 | |
| KXSCF | Kinaxis Inc. | Technology | Software - Application | $2.8B | Significant Capital Allocation | Increases buyback to max 10% of float (~$250M or 10% of $2.45B EV). | Kinaxis announces intention to maximize size of normal course issuer bid | 6-12 Months | $2.5B | $89.60 | +12.2% | 2026-02-04 | |
| CVEO | Civeo Corporation | Industrials | Specialty Business Services | $334.6M | Contracts & Proven Resource Expansions | Secures 4-year Ontario contract; Effective Value ~$60M (11.8% of $510M EV). | Civeo awarded four-year integrated services contract with ontario's ministry of the solicitor general | 12-18 Months | $469.2M | $25.82 | +2.5% | 2026-02-04 | |
| CAWW | CCA Industries, Inc. | Consumer Defensive | Household & Personal Products | $3.9M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Sells Lobe Miracle brand for $1.42M = 27% of $5.3M EV. | Cca industries, inc. Announces sale of lobe miracle brand | 3-6 Months | $13.9M | $0.60 | -15.0% | 2026-02-05 | |
| FMC | FMC Corporation | Basic Materials | Agricultural Inputs | $2.2B | Activism & Governance | Formally explores strategic alternatives, including potential sale. | Fmc corporation sets 2026 priorities and announces exploration of strategic options including but not limited to the sale of the company | 6-12 Months | $5.7B | $16.99 | +1.3% | 2026-02-05 | |
| SCLTF | Searchlight Resources Inc. | Basic Materials | Industrial Materials | $1.8M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Sells Kulyk/Daly Lake projects for $1.02M = 33% of $3.13M EV. | Searchlight completes sale of kulyk lake and daly lake projects to monazite metals corp. | 3-6 Months | $3.1M | $0.08 | -21.1% | 2026-02-09 | |
| ELTK | Eltek Ltd. | Technology | Hardware, Equipment & Parts | $55.4M | Contracts & Proven Resource Expansions | $12.2M defense orders = 20% of $61M EV; reinforces customer relationship. | Eltek receives purchase orders totaling $12.2 million | 3-12 Months | $57.7M | $8.45 | -2.4% | 2026-02-09 | |
| EPC | Edgewell Personal Care Company | Consumer Defensive | Household & Personal Products | $993.7M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Divests feminine care unit for $340M = 16% of $2.16B EV. | Edgewell personal care announces first quarter fiscal 2026 results | 3-6 Months | $2.3B | $20.75 | +2.5% | 2026-02-09 | |
| ELVG | Elvictor Group, Inc. | Industrials | Specialty Business Services | $8.3M | Contracts & Proven Resource Expansions | New crew contracts add $1.68M/yr = 18% of $9.1M EV. | Elvictor group secures new crew management contracts | 3-6 Months | $9.1M | $0.02 | +45354.5% | 2026-02-10 | |
| OTEX | Open Text Corporation | Technology | Software - Application | $5.6B | Significant Capital Allocation (Buybacks & Special Dividends) | $500M buyback = 9.4% of $5.3B EV; expanded authorization. | Opentext increases share repurchase program to us$500 million | 3-12 Months | $10.9B | $25.35 | -12.3% | 2026-02-10 | |
| CRTO | Criteo S.A. | Communication Services | Advertising Agencies | $927.9M | Significant Capital Allocation | $152M buyback = 17% of $878M EV; follows strong FCF generation. | Criteo reports fourth quarter 2025 results | 3-6 Months | $701.7M | $19.49 | -6.9% | 2026-02-11 | |
| KIDZ | Classover Holdings, Inc. Class B Common Stock | Consumer Defensive | Education & Training Services | $1.1M | Significant Capital Allocation | $2M buyback = 16% of $12.2M EV; rare micro-cap commitment. | Classover announces $2 million share repurchase program | 3-6 Months | $11.1M | $0.16 | +1929.5% | 2026-02-11 | |
| STLRF | STLLR Gold Inc. | Basic Materials | Gold | $172.6M | Regulatory & Policy Wins | First Ontario mineral recovery permit accelerates Hollinger tailings project. | Ontario issues first-ever recovery of minerals permit to stllr gold's hollinger tailings project | 12-24 Months | $38.8M | $1.16 | -1.7% | 2026-02-12 | |
| GEVO | Gevo, Inc. | Basic Materials | Chemicals - Specialty | $630.1M | Balance Sheet & Liability Events | Refinanced $68M debt, freeing $35M cash = 12.4% of $548M EV. | Gevo completes debt refinancing transaction to simplify its debt structure with new consolidated facility | 3-6 Months | $713.5M | $1.87 | +38.8% | 2026-02-12 | |
| JXN | Jackson Financial Inc. | Financial Services | Insurance - Life | $7.5B | Transformative Partnerships | $500M strategic investment from TPG = 6.4% of $7.86B EV. | Jackson financial inc. And tpg inc. Announce launch of long-term strategic partnership | 12-18 Months | $7.4B | $114.42 | -6.9% | 2026-02-12 | |
| ONMD | OneMedNet Corporation | Healthcare | Medical - Healthcare Information Services | $28.9M | Contracts & Proven Resource Expansions | $2.79M bookings = 12.3% of $22.6M EV; subscription transition accelerates. | Onemednet reports record 2025 bookings of $2.79 million... | 6-12 Months | $44.8M | $0.69 | +27.0% | 2026-02-13 | |
| RDWR | Radware Ltd. | Technology | Software - Infrastructure | $1.2B | Significant Capital Allocation | $80M buyback = 7.5% of $1.06B EV; capital return underscores confidence. | Radware announces new $80 million share repurchase plan | 3-12 Months | $1.0B | $26.39 | +0.4% | 2026-02-13 | |
| EXPD | Expeditors International of Washington, Inc. | Industrials | Integrated Freight & Logistics | $19.3B | Significant Capital Allocation (Buybacks & Special Dividends) | $3B new buyback authorization = 15% of $19.4B EV. | Expeditors announces new share repurchase program | 6-12 Months | $18.4B | $149.63 | -3.4% | 2026-02-24 | |
| BFH | Bread Financial Holdings, Inc. | Financial Services | Financial - Credit Services | $3.4B | Significant Capital Allocation | $600M buyback increase = 15% of $3.9B EV. | Bread financial announces $600 million increase in share repurchase authority | 12-24 Months | $3.9B | $73.19 | +3.2% | 2026-02-26 | |
| CWD | CaliberCos Inc. | Financial Services | Asset Management | $1.4M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $13M non-core hotel sale = 23% of $57M EV. | Caliber completes sale of holiday inn ocotillo for $13.0 million and positions caliber hospitality trust for 2026–2027 expansion | 6-18 Months | $95.2M | $1.30 | -10.0% | 2026-02-27 | |
| SHO | Sunstone Hotel Investors, Inc. | Real Estate | REIT - Hotel & Motel | $1.7B | Significant Capital Allocation (Buybacks & Special Dividends) | $500M restored buyback auth = 20% of $2.56B EV. | Sunstone hotel investors reports results for fourth quarter and full year 2025 | 12-24 Months | $2.4B | $9.66 | -6.7% | 2026-02-27 | |
| EPSN | Epsilon Energy Ltd. | Energy | Oil & Gas Exploration & Production | $145.1M | Significant Capital Allocation (Buybacks & Special Dividends) | $15M new buyback auth = 16% of $96M EV. | Epsilon energy ltd. Announces new share repurchase program | 6-18 Months | $228.5M | $4.91 | +28.4% | 2026-02-27 | |
| XTNT | Xtant Medical Holdings, Inc. | Healthcare | Medical - Devices | $79.8M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $21.4M cash from asset sales = 21% of $102M EV. | Xtant medical finalizes companion spine transactions | 3-12 Months | $89.6M | $0.57 | -0.1% | 2026-03-02 | |
| KVYO | Klaviyo, Inc. | Technology | Software - Infrastructure | $6.0B | Significant Capital Allocation (Buybacks & Special Dividends) | $500M buyback program = 11% of $4.4B EV. | Klaviyo announces $500 million share repurchase program with $100 million accelerated share repurchase | 6-18 Months | $5.0B | $17.41 | +13.7% | 2026-03-02 | |
| ADT | ADT Inc. | Industrials | Security & Protection Services | $5.1B | Significant Capital Allocation (Buybacks & Special Dividends) | $1.5B new buyback auth = 11% of $14B EV. | Adt reports fourth quarter and full year 2025 results; announces new $1.5 billion share repurchase authorization | 6-18 Months | $13.0B | $8.02 | -17.3% | 2026-03-02 | |
| SSRM | SSR Mining Inc. | Basic Materials | Gold | $6.2B | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $1.5B cash for 80% Çöpler mine stake = 26% of $5.7B EV. | Ssr mining announces binding agreement to sell its ownership in the çöpler mine for $1.5 billion in cash | 6-18 Months | $5.8B | $28.93 | +5.5% | 2026-03-04 | |
| PAR | PAR Technology Corporation | Technology | Software - Application | $543.4M | Activism & Governance | Activist Voss (13.2% stake) demands full strategic alternatives review. | Voss capital issues open letter to the board of par technology | 9-18 Months | $857.3M | $17.53 | -24.7% | 2026-03-04 | |
| UTHR | United Therapeutics Corporation | Healthcare | Biotechnology | $26.1B | Significant Capital Allocation | $2B buyback auth = 10% of $19.4B EV. | United therapeutics corporation announces $2 billion stock repurchase authorization and enters into $1.5 billion accelerated share repurchase program | 3-12 Months | $24.4B | $478.16 | +24.4% | 2026-03-09 | |
| NRC | National Research Corporation | Healthcare | Medical - Healthcare Information Services | $387.1M | Significant Capital Allocation (Buybacks & Special Dividends) | $60M buyback = 14% of $415M EV. | Nrc health announces board authorization of $60 million share repurchase program | 6-24 Months | $461.1M | $14.97 | +13.7% | 2026-03-10 | |
| STGW | Stagwell Inc. | Communication Services | Advertising Agencies | $1.6B | Significant Capital Allocation (Buybacks & Special Dividends) | $400M buyback avail. = 13% of $3B EV. | Stagwell inc. (nasdaq:stgw) reports results for the three and twelve months ended december 31, 2025 | 3-18 Months | $3.1B | $5.24 | +19.9% | 2026-03-10 | |
| INMD | InMode Ltd. | Healthcare | Medical - Devices | $875.9M | Significant Capital Allocation | $81M buyback auth. (10% shares) = 16% of $511M EV. | Inmode announces new share repurchase program | 6-18 Months | $569.2M | $12.76 | +8.3% | 2026-03-13 | |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | Real Estate - Services | $14.4B | Significant Capital Allocation | $3B buyback program = 19% of $15.8B EV. | Jll introduces accelerate 2030 strategy and long-term financial targets | 12-24 Months | $16.2B | $294.19 | +3.4% | 2026-03-13 | |
| WEAV | Weave Communications, Inc. | Technology | Software - Application | $367.7M | Transformative Partnerships | ADA exclusive endorsement unlocks multi-year dental market revenue >10% EV. | Weave named exclusive patient engagement platform endorsed for american dental association members | 6-18 Months | $360.6M | $4.75 | -1.6% | 2026-03-13 | |
| NBIS | Nebius Group N.V. | Communication Services | Internet Content & Information | $25.7B | Contracts & Proven Resource Expansions | $12B 5-yr Meta deal; Effective Value $4.8B = 16% of $29.8B EV. | Nebius signs new ai infrastructure agreement with meta | 12-24 Months | $27.5B | $112.95 | -5.2% | 2026-03-16 | |
| LGDTF | Liberty Gold Corp. | Basic Materials | Gold | $429.5M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | $72.5M Goldstrike sale = 21% of $352M EV. | Liberty gold announces the sale of the goldstrike project for proceeds of us$72.5 million | 3-12 Months | $352.1M | $0.78 | +7.4% | 2026-03-23 | |
| BLMWF | BluMetric Environmental Inc. | Industrials | Waste Management | $36.5M | Contracts & Proven Resource Expansions | $7.5M multi-year military contract = 17% of $44.5M EV. | Blumetric announces $7.5 million mission ready water contract for shipboard military application | 12-24 Months | $44.5M | $0.69 | -3.3% | 2026-03-24 | |
| NDRA | ENDRA Life Sciences Inc. | Healthcare | Medical - Diagnostics & Research | $3.3M | Activism & Governance | Board initiates strategic alternatives review to maximize value. | Endra life sciences initiates review of strategic alternatives to maximize shareholder value | 6-18 Months | $5.7M | $3.46 | +26.9% | 2026-03-25 | |
| LOVE | The Lovesac Company | Consumer Cyclical | Furnishings, Fixtures & Appliances | $215.5M | Significant Capital Allocation | $54M total buyback auth = 16% of $333M EV. | The lovesac company expands share repurchase authorization by $40 million | 6-18 Months | $383.7M | $11.29 | +30.6% | 2026-03-26 | |
| ELLO | Ellomay Capital Ltd. | Utilities | Renewable Utilities | $335.0M | Corporate Actions (Spin-offs, Divestitures, Strategic Sales) | Separation monetizes ~$200M Dorad stake = 22% of $906M EV. | Ellomay capital to sell its indirect holdings in dorad energy ltd. Based on a dorad valuation of nis 4.4 billion | 3-12 Months | $897.1M | $25.00 | -2.8% | 2026-03-30 |