SMTI · Sanara MedTech Inc. · Stock research

XPO

XPO, Inc.

Q2 (2026-07-30) resolved the binary in the bulls' favour — adjusted LTL OR 79.9% (-300bps YoY), EPS $1.70 vs $1.47, full-year margin guide raised to at least 200bps, July tonnage above +6% — yet the stock closed -0.06% on the day and sits 4.5% under its 50-day. Freight-cycle recovery now confirmed in the numbers and unrewarded in the tape: a maturing narrative pinned between a $199–$201 shelf and overhead supply.

IRDM

Iridium Communications Inc

Deal-arb leg impaired: RKLB closed $63.91 on 2026-07-24, its first close under the $67.50 collar floor, locking the exchange ratio at 0.4000 so IRDM's payout now falls with RKLB one-for-one. At RKLB $58.60 (2026-07-29) the package marks near $50 vs a $54 notional, while IRDM trades ~$44 — barely above the ~$43.50 undisturbed pre-deal close, with completion pushed to mid-2027.

TXG

10x Genomics, Inc.

Spatial/multiomics re-rate went vertical in July — $37.47 close on 2026-07-08 to a record $49.43 on 2026-07-30 on six target raises and Illumina's 2026-07-30 FY guide raise confirming the tools tape. Price now sits above the 16-analyst $41.54 average target. Atera revenue is a 2027 event, so 2026-08-06 Q2 is the first print that can attach a number to the story.

ASTS

AST SpaceMobile, Inc.

The broken 2H26 revenue leg now has replacement dates: BlueBirds 11-13 launch 2026-08-05 and the Q2 call lands 2026-08-10. But the stock enters both ~28% below its 50- and 200-day averages, and Scotiabank's 7/29 upgrade carries a $50.80 target below spot — a valuation-floor call, not a growth call. Fully discovered, 22% of float short, still pre-revenue.