US momentum leaders — August 2026

Moderna’s cancer-treatment re-rating depends on full INTerpath-001 efficacy data and recovery above the market’s $174.38 event close. A weekly…

Arcturus Therapeutics’ regained vaccine rights underpin a revaluation thesis that requires ARCT-810 data and a stated regulatory development path…

AVITA Medical’s wound-care turnaround depends on meeting its $86–89 million 2026 revenue guide and generating cash in the fourth quarter. Those…

OmniAb’s milestone re-rating depends on repeat partner payments lifting full-year revenue guidance above $36 million at the next results. A weekly…

Strive, Inc.'s bitcoin-treasury premium thesis depends on increasing bitcoin per diluted common share. A company-reported year-to-date Bitcoin…

Swvl Holdings' financing-led re-rating still needs operating confirmation after its September 8 bank-facility expansion. A weekly close above the…

Iovance Biotherapeutics' Amtagvi ramp supports a higher 2026 revenue outlook; a company-issued range above $350–370 million by 2026-09-30 would…

Heartflow’s diagnostic revenue growth supports a continuation thesis after its August guidance increase. A weekly close above the $50.43 reference…

Pasqal's funded quantum-commercialisation story faces its first scheduled public-results test on 2026-09-24. A subsequent weekly close above the…

The "agentic AI kills seat-based software" de-rating just reversed: Q4 FY26 (2026-08-06) put cloud +31% and $6,606M subscription ARR behind the…

The gamma-squeeze/index leg is over: PURR is -42% from its 6/1 high of $11.62 to $6.68 (7/17), through the $7.70 shelf, and now trades at roughly…

Reading International’s asset-sale deleveraging thesis turns on completing the contracted $41.0 million cinema-property sale around 2026-10-30 and…

Only year-long implantable CGM, clinically de-risked at ADA 2026 with revenue +71.9% YoY TTM — and the tape has spent six weeks grinding back…

Ethos Technologies’ guidance-durability re-rating depends on meeting its third-quarter outlook despite the TruStage disruption. Revenue of at…

NIQ Global Intelligence’s deleveraging re-rating needs a weekly recovery above $19.24 and Q3 delivery against August guidance. A weekly close…

Alpha Metallurgical Resources’ coal-supply-shock thesis requires stronger third-quarter realized pricing before August support breaks. Realization…

Varex Imaging Corporation’s $18.90 cash acquisition by Teledyne remains a completion thesis. The 2026-09-08 preliminary proxy advances the…

Accelerant Holdings’ $20.25 cash acquisition by Thoma Bravo remains a completion thesis, with closing guided to the first half of 2027. Completion…

Amylyx Pharmaceuticals’ avexitide story now depends on a year-end 2026 NDA submission and recovery above the $35.50 offering price. An announced…