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发现研究线索

低估值 / 高增长 / GARP 三池优先 · 其它信号按类型分组 · 2026-11-13 发现

发现日期

行业

50 / 300 家

候选来自近 7 日检测；发现日期包含候选在此窗口内的全部检测日，卡片财务与证据展示最新信息，并非当日快照。当前显示 50 家公司；同一公司可命中多个池或信号组，各组数量不可直接相加。当前最多载入 300 家候选。

爆发潜力 = 盈利拐点 40 + 自身催化 30 + 预期差 30

加载中…

Cheap估值质检池

营业利润率>0 · FCF>0 · 增速>-5% · PE≤12 / EV/EBITDA≤8 / P/FCF≤12 三取二

1家公司

其它行业1

INSW高增长Cheap

International Seaways, Inc.· Energy· Oil & Gas Midstream

Cap

$5.38B

Price

105.23

P/E

7.2

P/S

4.6

FY rev

+90.8%

52w hi

-16.6%

研究

60d+6%

Q3 2026: rev YoY +147%, gross profit YoY +201% (accelerating)

Q3 2026Rev YoY +147.2%GP YoY +200.8%加速10-Q 2026-11-05

高增长成长质检池

毛利率 ≥20% · 下一财年共识营收增速 >30%

20家公司+3

Aerospace & DefenseIndustrials4

HAWK高增长

HawkEye 360, Inc.· Industrials· Aerospace & Defense

Cap

$1.78B

Price

18.16

P/E

—

P/S

8.9

FY rev

+84.6%

52w hi

-46.6%

研究

60d-15%

11-13Gainer+20.6%自 11-09 $15.06 → $18.161d +23.8%1w +22.8%1m +40.9%成交 $127M

KRMN高增长

Karman Holdings Inc.· Industrials· Aerospace & Defense

Cap

$5.39B

Price

40.66

P/E

115.4

P/S

8.8

FY rev

+61.2%

52w hi

-65.7%

研究

60d-24%

Q3 2026: rev YoY +66%, gross profit YoY +73% (accelerating)

Q3 2026Rev YoY +65.5%GP YoY +72.5%加速8-K 2026-11-05

KTOS高增长

Kratos Defense & Security Solutions, Inc.· Industrials· Aerospace & Defense

Cap

$6.38B

Price

33.91

P/E

366.0

P/S

7.8

FY rev

+35.4%

52w hi

-74.7%

研究

60d-41%

Q3 2026: rev YoY +36%, gross profit YoY +37% (accelerating)

Q3 2026Rev YoY +35.7%GP YoY +37.5%加速10-Q 2026-11-05

LOAR高增长

Loar Holdings Inc.· Industrials· Aerospace & Defense

Cap

$7.01B

Price

74.77

P/E

123.8

P/S

11.7

FY rev

+37.7%

52w hi

-9.4%

研究

60d-0%

Q3 2026: rev YoY +39%, gross profit YoY +43%

Q3 2026Rev YoY +39.0%GP YoY +42.9%10-Q 2026-11-05

Communication EquipmentTechnology2

ONDS高增长

Ondas Holdings Inc.· Technology· Communication Equipment

Cap

$3.00B

Price

5.16

P/E

177.3

P/S

9.3

FY rev

+1012.2%

52w hi

-66.2%

研究

60d-41%

Q3 2026: rev YoY +1559%, gross profit YoY +1301% (accelerating)

Q3 2026Rev YoY +1558.6%GP YoY +1301.5%加速8-K 2026-11-12

LITE高增长

Lumentum Holdings Inc.· Technology· Communication Equipment

Cap

$54.1B

Price

596.62

P/E

—

P/S

15.7

FY rev

+119.3%

52w hi

-47.8%

研究

60d-31%

11-09Gainer+17.0%自 11-05 $509.70 → $596.161d +10.7%1m -46.0%成交 $3.5B

SemiconductorsTechnology2

LSCC高增长

Lattice Semiconductor Corporation· Technology· Semiconductors

Cap

$16.0B

Price

112.35

P/E

366.7

P/S

20.9

FY rev

+91.7%

52w hi

-28.3%

研究

60d-5%

11-11Gainer+14.3%自 11-04 $107.40 → $122.771d +10.4%成交 $420M

SITM高增长

SiTime Corporation· Technology· Semiconductors

Cap

$13.4B

Price

444.54

P/E

482.2

P/S

20.9

FY rev

+187.5%

52w hi

-50.7%

研究

60d-28%

11-11Gainer+13.3%自 11-06 $416.92 → $472.56成交 $405M

Software - InfrastructureTechnology2

CRWV高增长

CoreWeave, Inc. Class A Common Stock· Technology· Software - Infrastructure

Cap

$29.2B

Price

53.13

P/E

—

P/S

3.2

FY rev

+151.9%

52w hi

-61.6%

研究

60d-40%

Q3 2026: rev YoY +168%, gross profit YoY +149% (accelerating)

Q3 2026Rev YoY +168.3%GP YoY +148.8%加速10-Q 2026-11-12

PLTR高增长

Palantir Technologies Inc.· Technology· Software - Infrastructure

Cap

$387.5B

Price

167.99

P/E

112.7

P/S

54.6

FY rev

+94.4%

52w hi

-21.1%

研究

60d-7%

11-11Gainer+11.2%自 11-05 $154.99 → $172.40成交 $2.7B

其它行业10+3

FPS高增长

Forgent Power Solutions, Inc.

Cap

$6.73B

Price

22.12

P/E

86.4

P/S

5.6

FY rev

+83.3%

52w hi

-66.3%

研究

60d-33%

Q1 2026: rev YoY +69%, gross profit YoY +87%

Q1 2026Rev YoY +68.9%GP YoY +86.8%10-Q 2026-11-12

KDP高增长

Keurig Dr Pepper Inc.· Consumer Defensive· Beverages - Non-Alcoholic

Cap

$49.5B

Price

36.34

P/E

17.3

P/S

2.2

FY rev

+59.5%

52w hi

-5.1%

研究

60d+13%

Q3 2026: rev YoY +71%, gross profit YoY +51%

Q3 2026Rev YoY +70.5%GP YoY +50.6%10-Q 2026-11-09

IONQ高增长

IonQ, Inc.· Technology· Computer Hardware

Cap

$12.5B

Price

28.88

P/E

48.0

P/S

38.7

FY rev

+368.3%

52w hi

-60.8%

研究

60d-36%

Q3 2026: rev YoY +336%, gross profit YoY +99% (accelerating)

Q3 2026Rev YoY +336.0%GP YoY +98.8%加速8-K 2026-11-05

AAON高增长

AAON, Inc.· Industrials· Construction

Cap

$6.62B

Price

80.25

P/E

31.7

P/S

2.8

FY rev

+74.0%

52w hi

-46.6%

研究

60d+1%

仅披露1.01重大协议，可能是信贷安排或大额商业合同；规模与条款未知，需读原文确认。

contractneutral8-K 2026-11-13

ITT高增长

ITT Inc.· Industrials· Industrial - Machinery

Cap

$18.8B

Price

211.18

P/E

42.9

P/S

4.1

FY rev

+43.4%

52w hi

-8.3%

研究

60d+1%

Q3 2026: rev YoY +44%, gross profit YoY +55%

Q3 2026Rev YoY +44.2%GP YoY +54.9%10-Q 2026-11-05

INOD高增长

Innodata Inc.· Technology· Information Technology Services

Cap

$1.22B

Price

35.46

P/E

30.6

P/S

4.7

FY rev

+43.9%

52w hi

-71.7%

研究

60d-45%

Q3 2026: rev YoY +53%, gross profit YoY +37%

Q3 2026Rev YoY +52.9%GP YoY +37.3%10-Q 2026-11-05

LMND高增长

Lemonade, Inc.· Financial Services· Insurance - Property & Casualty

Cap

$3.44B

Price

44.19

P/E

—

P/S

3.0

FY rev

+69.8%

52w hi

-55.8%

研究

60d-17%

11-13Gainer+11.7%自 11-06 $39.55 → $44.19成交 $89M

HIMS高增长

Hims & Hers Health, Inc.· Healthcare· Medical - Equipment & Services

Cap

$4.44B

Price

19.73

P/E

—

P/S

2.6

FY rev

+34.5%

52w hi

-51.9%

研究

60d-42%

Q3 2026: rev YoY +49%, gross profit YoY +15% (accelerating)

Q3 2026Rev YoY +48.6%GP YoY +15.2%加速10-Q 2026-11-09

INSW高增长Cheap

International Seaways, Inc.· Energy· Oil & Gas Midstream

Cap

$5.38B

Price

105.23

P/E

7.2

P/S

4.6

FY rev

+90.8%

52w hi

-16.6%

研究

60d+6%

Q3 2026: rev YoY +147%, gross profit YoY +201% (accelerating)

Q3 2026Rev YoY +147.2%GP YoY +200.8%加速10-Q 2026-11-05

ZETA高增长

Zeta Global Holdings Corp.· Technology· Software - Application

Cap

$9.23B

Price

36.65

P/E

241.2

P/S

6.1

FY rev

+43.7%

52w hi

-5.5%

研究

60d+26%

11-11Gainer+16.4%自 11-09 $32.42 → $37.74成交 $348M

低优先行业3

QXO高增长

QXO, Inc.· Industrials· Industrial - Distribution

Cap

$13.1B

Price

12.60

P/E

—

P/S

1.4

FY rev

+105.0%

52w hi

-54.4%

研究

60d-8%

Q3 2026: rev YoY +79%, gross profit YoY +189% (accelerating)

Q3 2026Rev YoY +79.4%GP YoY +188.5%加速10-Q 2026-11-13

KMT高增长

Kennametal Inc.· Industrials· Manufacturing - Tools & Accessories

Cap

$1.85B

Price

23.99

P/E

3.2

P/S

0.7

FY rev

+43.3%

52w hi

-45.2%

研究

60d-20%

3 insiders bought $0.6M (90d)

内部人买入3 人 · $0.6M · 2026-11-06

CTRE高增长

CareTrust REIT, Inc.· Real Estate· REIT - Healthcare Facilities

Cap

$9.81B

Price

38.07

P/E

24.0

P/S

16.2

FY rev

+37.4%

52w hi

-12.7%

研究

60d-4%

REIT的1.01常为信贷额度修订或物业收购协议；规模未披露，需读原文确认对杠杆与现金流的影响。

contractneutral8-K 2026-11-13

GARP中速增长·估值合理

增速 10~30% · (毛利率≥20% 或营业利润率≥8%) 且 FCF>0 · PE≤20 / EV/EBITDA≤12 / P/FCF≤20 三取二

3家公司

其它行业3

MLIGARP

Mueller Industries, Inc.· Industrials· Manufacturing - Metal Fabrication

Cap

$12.0B

Price

54.89

P/E

13.8

P/S

2.4

FY rev

+24.3%

52w hi

-22.8%

研究

60d-13%

中型工业制造公司，5.02可能为常规董事/高管安排，材料性偏低，需读原文确认。

exec changeneutral8-K 2026-11-09

IRTCGARP

iRhythm Technologies, Inc.· Healthcare· Medical - Devices

Cap

$3.05B

Price

91.91

P/E

—

P/S

3.4

FY rev

+20.7%

52w hi

-52.2%

研究

60d-28%

约30亿美元、对关键人员依赖度高的高增长医械公司，单一5.02须确认是否CEO/CFO离职及原因。

exec changeneutral8-K 2026-11-13

GCTGARP

GigaCloud Technology Inc.· Technology· Software - Infrastructure

Cap

$2.37B

Price

66.63

P/E

14.0

P/S

1.5

FY rev

+28.5%

52w hi

-1.1%

研究

60d+34%

24亿美元中小市值公司，关键人员变动敏感度较高，需确认离职职位与原因是否为被动离任。

exec changeneutral8-K 2026-11-13

其它信号

24 家未过筛 · 按信号类型分组

价格异动10

CBRS★ 收藏

Cerebras Systems Inc.· Technology· Semiconductors

Cap

$24.6B

Price

108.72

P/E

—

P/S

46.1

FY rev

+73.6%

52w hi

-67.9%

研究

60d-45%

11-13Gainer+12.4%自 11-09 $96.70 → $108.721d +11.2%1w +21.2%成交 $3.9B

FCN

FTI Consulting, Inc.· Industrials· Consulting Services

Cap

$5.53B

Price

202.81

P/E

25.0

P/S

1.4

FY rev

+7.6%

52w hi

-0.4%

研究

60d+30%

11-13Gainer+11.9%自 10-29 $181.24 → $202.811m +38.7%成交 $65M

FRMI

Fermi Inc. Common Stock· Utilities· Regulated Electric

Cap

$1.69B

Price

2.61

P/E

—

P/S

—

FY rev

-40.6%

52w hi

-86.4%

研究

60d-56%

11-13Gainer+26.7%自 11-12 $2.06 → $2.611w +66.2%成交 $192M

FROG

JFrog Ltd.· Technology· Software - Application

Cap

$13.8B

Price

113.60

P/E

—

P/S

20.7

FY rev

+29.7%

52w hi

-0.7%

研究

60d+23%

11-13Gainer+12.5%自 11-06 $100.98 → $113.60成交 $259M

FUN

Six Flags Entertainment Corporation· Consumer Cyclical· Leisure

Cap

$1.18B

Price

11.55

P/E

—

P/S

0.4

FY rev

-6.6%

52w hi

-56.1%

研究

60d-31%

11-13Gainer+13.3%自 10-13 $10.20 → $11.551m +35.1%成交 $39M

STN

Stantec Inc.· Industrials· Engineering & Construction

Cap

$9.63B

Price

85.69

P/E

29.1

P/S

1.9

FY rev

—

52w hi

-18.8%

研究

60d+16%

11-13Gainer+14.1%$85.691d +14.1%成交 $80M

STVN

Stevanato Group S.p.A.· Healthcare· Medical - Instruments & Supplies

Cap

$4.32B

Price

15.80

P/E

24.6

P/S

2.8

FY rev

+8.1%

52w hi

-34.2%

研究

60d-30%

11-13Gainer+17.6%自 11-04 $13.44 → $15.801d +10.0%成交 $23M

TBBB

BBB Foods Inc.· Consumer Defensive· Discount Stores

Cap

$8.44B

Price

70.02

P/E

—

P/S

1.5

FY rev

+33.6%

52w hi

-0.3%

研究

60d+38%

11-13Gainer+11.2%自 11-03 $62.97 → $70.02成交 $123M

低优先行业2

LFTO

Liftoff Mobile, Inc. Common Stock· Communication Services· Advertising Agencies

Cap

$4.14B

Price

24.44

P/E

62.8

P/S

3.9

FY rev

+9.8%

52w hi

-12.3%

研究

60d+29%

11-13Gainer+34.8%自 11-06 $18.13 → $24.441d +30.6%1w +34.8%1m +44.3%成交 $234M

MOD

Modine Manufacturing Company· Consumer Cyclical· Auto - Parts

Cap

$7.22B

Price

135.66

P/E

44.6

P/S

1.6

FY rev

-0.3%

52w hi

-58.0%

研究

60d-31%

11-13Gainer+37.6%自 11-04 $98.56 → $135.661d +27.9%1w +40.4%成交 $1.1B

催化剂 8-K3

SAIC

Science Applications International Corporation· Technology· Information Technology Services

Cap

$6.29B

Price

150.24

P/E

14.3

P/S

0.7

FY rev

+0.4%

52w hi

-3.1%

研究

60d+17%

政府IT服务商1.01或为重大合同或信贷协议；金额与期限未披露，方向需读原文判断。

contractneutral8-K 2026-11-13

MLCIL

Mount Logan Capital Inc. 8.00% Notes Due 2031

Cap

$1.89B

Price

21.83

P/E

—

P/S

—

FY rev

—

52w hi

-10.9%

研究

60d-3%

小型资本管理公司，高管/董事变动相对体量影响较大，需读原文确认是否核心高管离任。

exec changeneutral8-K 2026-11-06

低优先行业1

KNX

Knight-Swift Transportation Holdings Inc.· Industrials· Trucking

Cap

$10.4B

Price

63.80

P/E

372.4

P/S

1.7

FY rev

+10.9%

52w hi

-23.0%

研究

60d-11%

中大型卡车运输公司，高管变动可能涉及核心岗位，需读原文确认离任性质与继任安排。

exec changeneutral8-K 2026-11-06

基本面8

DPC

DPC Holdings Ltd.· Industrials· Manufacturing - Metal Fabrication

Cap

$4.83B

Price

34.26

P/E

—

P/S

8.8

FY rev

—

52w hi

-40.1%

研究

60d-25%

Q3 2026: rev YoY +64%, gross profit YoY +96%

Q3 2026Rev YoY +63.9%GP YoY +96.0%10-Q 2026-11-12

EZPW

EZCORP, Inc.· Financial Services· Financial - Credit Services

Cap

$1.61B

Price

27.55

P/E

13.3

P/S

1.3

FY rev

+9.2%

52w hi

-25.8%

研究

60d-14%

Q4 2026: rev YoY +33%, gross profit YoY +29%

Q4 2026Rev YoY +32.7%GP YoY +28.8%10-K 2026-11-12

HROW

Harrow Health, Inc.· Healthcare· Drug Manufacturers - Specialty & Generic

Cap

$1.13B

Price

30.12

P/E

—

P/S

3.6

FY rev

+27.7%

52w hi

-45.1%

研究

60d-26%

Q3 2026: rev YoY +39%, gross profit YoY +39% (accelerating)

Q3 2026Rev YoY +38.6%GP YoY +38.9%加速8-K 2026-11-09

Ivanhoe Electric Inc.· Technology· Software - Application

Cap

$1.08B

Price

6.75

P/E

—

P/S

374.8

FY rev

-5.6%

52w hi

-68.7%

研究

60d-40%

Q3 2026: rev YoY +30%, gross profit YoY +37% (accelerating)

Q3 2026Rev YoY +29.9%GP YoY +37.3%加速10-Q 2026-11-05

IMAX

IMAX Corporation· Communication Services· Entertainment

Cap

$2.67B

Price

48.29

P/E

70.4

P/S

7.0

FY rev

+20.6%

52w hi

-16.4%

研究

60d-8%

Q3 2026: rev YoY +64%, gross profit YoY +88% (accelerating)

Q3 2026Rev YoY +63.7%GP YoY +87.8%加速10-Q 2026-11-05

MAIR

Madison Air Solutions Corporation· Industrials· Industrial - Machinery

Cap

$11.9B

Price

23.79

P/E

57.5

P/S

2.9

FY rev

+14.1%

52w hi

-46.5%

研究

60d-8%

Q3 2026: rev YoY +37%, gross profit YoY +31%

Q3 2026Rev YoY +37.5%GP YoY +31.1%10-Q 2026-11-05

低优先行业2

MBC

MasterBrand, Inc.· Consumer Cyclical· Furnishings, Fixtures & Appliances

Cap

$1.30B

Price

6.37

P/E

—

P/S

0.5

FY rev

+27.7%

52w hi

-54.4%

研究

60d-30%

Q3 2026: rev YoY +48%, gross profit YoY +22% (accelerating)

Q3 2026Rev YoY +48.4%GP YoY +21.6%加速10-Q 2026-11-06

IEP

Icahn Enterprises L.P.· Industrials· Conglomerates

Cap

$3.59B

Price

4.74

P/E

—

P/S

0.5

FY rev

-8.0%

52w hi

-44.2%

研究

60d-30%

Q3 2026: rev YoY +30%, gross profit YoY +8% (accelerating)

Q3 2026Rev YoY +30.2%GP YoY +7.9%加速10-Q 2026-11-03

资金流4

FUN

Six Flags Entertainment Corporation· Consumer Cyclical· Leisure

Cap

$1.18B

Price

11.55

P/E

—

P/S

0.4

FY rev

-6.6%

52w hi

-56.1%

研究

60d-31%

3 insiders bought $24.3M (90d)

内部人买入3 人 · $24.3M · 2026-11-13

KEEL

Keel Infrastructure Corp.· Technology· Information Technology Services

Cap

$1.15B

Price

1.86

P/E

—

P/S

11.6

FY rev

-58.4%

52w hi

-74.8%

研究

60d-44%

4 insiders bought $0.4M (90d)

内部人买入4 人 · $0.4M · 2026-11-12

CSQR

Csquare Inc.· Technology· Software - Services

Cap

$2.81B

Price

16.87

P/E

—

P/S

3.3

FY rev

—

52w hi

-28.2%

研究

60d-17%

3 insiders bought $0.5M (90d)

内部人买入3 人 · $0.5M · 2026-11-11

ENOV

Enovis Corporation· Industrials· Industrial - Machinery

Cap

$1.60B

Price

27.68

P/E

—

P/S

0.7

FY rev

+3.6%

52w hi

-12.6%

研究

60d+6%

4 insiders bought $0.6M (90d)

内部人买入4 人 · $0.6M · 2026-11-11

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