2026-09-21 DD REFRESH
Refreshed
| Ticker | What changed | Needs a live session |
|---|---|---|
| BEAM | Q2 confirmed (EPS miss, revenue miss on lumpy collab rev), stock +9.4% on pipeline news; BEAM-302 pivotal cohort started; price flat near $24.96 | No |
| HUBS | Q2 beat but guided cautious, stock fell ~21% after hours, 3 downgrades, targets reset to ~$220-300; price $216.12 | No |
| NOK | Partial price recovery, closed back above $10 on 2026-09-18 after the round-trip-below-$10 break condition had fired; Rosenblatt initiated Buy | Yes |
| PFE | Q2 beat, guidance raised again, TrumpRx/MFN expanded to all state Medicaid; price up to $27.63 | No |
| CCJ | No thesis break, uranium spot/term prices up, mixed analyst moves, price flat at $92.21 vs 92.93 entry | No |
| WMT | Partial price recovery to ~$108; analyst targets did NOT cut as the file predicted (one source flat-to-up) | No |
Needs a live session
NOK: the file's break condition (c), a round-trip below $10, drove a "stand down" read in the prior refresh. Price closed back above $10 on 2026-09-18 with a Rosenblatt Buy initiation and rising price targets. That condition is no longer cleanly in force and the file's Decision section should be revisited before treating NOK as a stand-down name.