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J.Jill Is Up 68% Since a 10-Q That Said Profit Fell 60%. The Gap Is a Tariff Refund
A one-time $13.3M IEEPA refund is doing the work comp sales aren’t, while the CFO keeps selling into the rally
Sep 9
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Tomsoracle
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Howmet Raised Guidance Four Times Since February. The Stock Just Gave Back 22% Anyway
The Q2 filing trail shows accelerating fundamentals, insider selling, and a shelf registration that priced in more capital raising than the headline…
Sep 8
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Tomsoracle
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Build-A-Bear’s New Growth Chief Lasted 11 Weeks, and the Walmart Deal Died With Him
The August guidance cut confirms what a one-time tariff refund covered up in the spring
Sep 7
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Tomsoracle
Sono Group’s 19.9% Sports One Placement Is a Change of Control Dressed as a Bridge Loan
A $757K raise priced under the Nasdaq threshold tells you more than the going concern warning does
Sep 6
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Tomsoracle
Abercrombie’s Q2 Beat Was Real, But Watch What Executives Did With Their Own Stock
A $100M tariff refund inflated the headline, and five insiders sold into the pop within days of reporting it
Sep 5
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Tomsoracle
SLS Is Up 142% Since May: The REGAL Filing Trail Explains Why
A Phase 3 AML trial two events from final readout, a cash pile that grew while most biotech balance sheets shrank, and a change-of-control clause that…
Sep 4
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Tomsoracle
Bullish’s $4.2B Equiniti Deal Has Cleared Three Regulators. The Stock Is Still Down 20%.
A walk through four months of filings shows regulatory wins, the first tokenized equity trades, and a structural revenue shift. The price tells a…
Sep 3
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Tomsoracle
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ALMS Drops 54% on LUMUS Miss: Read the Subgroup Before You Read the Headline
Envudeucitinib failed overall SLE, but the prespecified IFNGS-high population showed dose-dependent BICLA differences of up to 24 percentage points.
Sep 2
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Tomsoracle
August 2026
AST SpaceMobile CEO Pocketed $146.7M at $69.60 While the Stock Now Trades at $60.75
A prepaid forward contract tells you exactly what Abel Avellan thinks about the next two years.
Aug 27
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Tomsoracle
CorVel’s 10-K Landed at $62.74. The Filing Trail Since Then Explains the 11.79% Move.
Revenue up 7%, net income up 14%, Q1 already accelerating past the annual baseline, and insiders quietly cashing out.
Aug 26
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Tomsoracle
HNST Settled Its Governance Lawsuit in May. Three Months Later the Stock Is Up 56%.
The 8-K most investors ignored resolved a multi-year legal overhang. Q2 validated what came after.
Aug 25
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Tomsoracle
1
Halozyme’s Royalty Engine Posts Records. Then the CEO Filed to Sell $23.7M.
Q2 revenue up 48%, royalties up 50%, guidance raised. Three insider 144s arrived in the two weeks that followed.
Aug 18
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Tomsoracle
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