{ "schema": "atlas.public_pulse.v1", "generated_at": "2026-07-27T06:02:40+00:00", "date": "2026-07-27", "canonical_url": "https://atlas.freedomcore.io/market-pulse/2026-07-27/", "landing_url": "https://atlas.freedomcore.io/market-pulse/", "fresh_count": 20, "fresh_material_count": 20, "carried_count": 0, "items": [ { "ticker": "MCY", "name": "MERCURY GENERAL CORP", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 154.0, "as_of": "2026-07-27T05:36:51.718452+00:00", "summary": "Since the previous file: new catalyst evidence: Approval of pending premium rate changes by state regulators, new risk evidence: Regulatory delays in approving premium rate increases could pressure future margins (source: SEC EDGAR, 424B5 filings), revised outlook.", "source_count": 12, "page_url": "https://atlas.freedomcore.io/stocks/MCY/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MCY", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/64996/000119312526281118/d811201d8k.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MCY" }, { "ticker": "MCB", "name": "Metropolitan Bank Holding Corp.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 154.0, "as_of": "2026-07-27T05:27:34.308319+00:00", "summary": "Since the previous file: new catalyst evidence: Execution of $50M share repurchase program (8-K, 2026-06-22), new risk evidence: Depositor concentration risk: $7.90B liabilities vs. $948.3M equity exposes vulnerability to sudden outflows (10-Q, period ending 2026-03-31), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/MCB/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MCB", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1476034/000110465926085420/mcb-20260721x8k.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MCB" }, { "ticker": "LUCK", "name": "Lucky Strike Entertainment Corp", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 154.0, "as_of": "2026-07-27T04:36:32.800068+00:00", "summary": "Since the previous file: new catalyst evidence: Successful execution of long-term growth strategy with 5% total revenue growth (10-Q, period ending 2026-03-29), new risk evidence: Negative stockholders' equity of $362.8 million (10-Q, period ending 2026-03-29), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/LUCK/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LUCK", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1840572/000162828026041792/xslF345X06/wk-form4_1781016022.xml" ], "material_triggers": [ "filing", "quarter", "results", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LUCK" }, { "ticker": "KTB", "name": "Kontoor Brands, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 154.0, "as_of": "2026-07-27T02:27:26.969329+00:00", "summary": "Since the previous file: updated source coverage, new catalyst evidence: Q2 2026 earnings release on August 12, 2026, with potential guidance updates (source: Official product/news rail, https://www.kontoorbrands.com/news-media/press-release/237/kontoor-brands-announces-second-quarter-2026-earnings-and), new risk evidence: Inventory buildup: $463.5M in net inventory, up $23.4M this quarter, signals potential demand risks if sales don’t accelerate (source: SEC EDGAR, 10-Q period ending 2026-04-04), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/KTB/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=KTB", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1760965/000089706926001538/xslF345X06/form4.xml" ], "material_triggers": [ "dividend", "earnings", "filing", "quarter", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:KTB" }, { "ticker": "MD", "name": "Pediatrix Medical Group, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T05:39:55.100613+00:00", "summary": "Since the previous file: updated source coverage, new catalyst evidence: Q2 2026 earnings release (due August 2026) to confirm cash flow stabilization, new risk evidence: Negative operating cash flow (-$129.8M Q1 2026) signals liquidity strain despite $205.8M cash reserves, revised outlook.", "source_count": 14, "page_url": "https://atlas.freedomcore.io/stocks/MD/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MD", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/893949/000119312526316225/md-20260721.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MD" }, { "ticker": "MCS", "name": "MARCUS CORP", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T05:34:18.777144+00:00", "summary": "Since the previous file: new catalyst evidence: New CEO Jeffry F. Tomache’s strategic restructuring plans post-April 2026 appointment, new risk evidence: Sustained negative cash flow from operations (-$15.2M in Q1 2026) threatens liquidity despite $11.2M cash reserves, revised outlook.", "source_count": 14, "page_url": "https://atlas.freedomcore.io/stocks/MCS/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MCS", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/62234/000089706926001462/xslF345X06/form4.xml" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MCS" }, { "ticker": "MAX", "name": "MediaAlpha, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T05:13:35.819956+00:00", "summary": "Since the previous file: new catalyst evidence: Successful implementation of platform integrations could drive growth (source: MediaAlpha, https://mediaalpha.com/article/platform-integrations-advertisers/), new risk evidence: Thin stockholders' equity ($1.9M) relative to liabilities ($396.8M) raises concerns about financial stability (source: SEC EDGAR, https://www.sec.gov/Archives/edgar/data/1818383/000181838326000193/xslF345X06/wk-form4_1784762169.xml), revised outlook.", "source_count": 14, "page_url": "https://atlas.freedomcore.io/stocks/MAX/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MAX", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1818383/000181838326000193/xslF345X06/wk-form4_1784762169.xml" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MAX" }, { "ticker": "MATX", "name": "Matson, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T05:08:31.080628+00:00", "summary": "Since the previous file: new catalyst evidence: Expansion of logistics and supply chain services could boost margins (source: MATX supply chain page, https://www.matson.com/logistics/supply_chain/index.html), new risk evidence: Overreliance on Alaska and Hawaii routes, which may face regulatory or environmental scrutiny (source: MATX Alaska services page, https://www.matson.com/matnav/services/alaska.html), revised outlook.", "source_count": 14, "page_url": "https://atlas.freedomcore.io/stocks/MATX/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MATX", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/3453/000110465926083946/matx-20260715x8k.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MATX" }, { "ticker": "MAS", "name": "MASCO CORP /DE/", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T05:06:21.015478+00:00", "summary": "Since the previous file: new catalyst evidence: Q2 2026 earnings release (expected August 2026) and potential buyback authorization, new risk evidence: Liquidity strain from negative operating cash flow (-$79M in Q1 2026) and minimal buyback activity despite $388M cash reserves, revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/MAS/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MAS", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/62996/000006299626000022/mas-20260604.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MAS" }, { "ticker": "MAN", "name": "ManpowerGroup Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:58:43.771763+00:00", "summary": "Since the previous file: updated source coverage, new catalyst evidence: A rebound in operating cash flow to positive territory would signal improved working capital management, new risk evidence: Negative operating cash flow (-$126.3 million in Q1 2026) threatens liquidity despite $224.9 million cash reserves, revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/MAN/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MAN", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/871763/000119312526305399/man-20260716.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MAN" }, { "ticker": "MAIN", "name": "Main Street Capital CORP", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:57:08.636971+00:00", "summary": "Since the previous file: new catalyst evidence: The release of the full second quarter 2026 earnings report and conference call may provide further insights into the company’s financial health and performance, new risk evidence: The company’s net cash drain of $138.5M from operating activities raises concerns about liquidity and the ability to sustain operations (10-Q, period ending 2026-03-31), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/MAIN/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MAIN", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1396440/000139644026000086/main-20260716.htm" ], "material_triggers": [ "filing", "quarter", "results", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MAIN" }, { "ticker": "MAGN", "name": "Magnera Corp", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:53:56.759154+00:00", "summary": "Since the previous file: new catalyst evidence: Q3 2026 earnings release on August 6, 2026, with potential revenue/guidance updates, new risk evidence: Sustained net losses ($18M in Q1 2026) eroding cash reserves ($303M) without clear path to profitability, revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/MAGN/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MAGN", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/41719/000004171926000046/mgr-20251231.htm" ], "material_triggers": [ "filing", "quarter", "results", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MAGN" }, { "ticker": "MAC", "name": "MACERICH CO", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:50:14.786689+00:00", "summary": "Since the previous file: new catalyst evidence: Successful integration of Annapolis Mall acquisition improving occupancy rates (source: Official product/news rail), new risk evidence: High leverage ratio: Liabilities ($5.68B) exceed stockholders’ equity ($2.44B) by 2.3x, limiting financial flexibility (source: SEC EDGAR 10-Q), revised outlook.", "source_count": 12, "page_url": "https://atlas.freedomcore.io/stocks/MAC/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=MAC", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/912242/000091224226000029/xslF345X06/wk-form4_1782936035.xml" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:MAC" }, { "ticker": "LYV", "name": "Live Nation Entertainment, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:47:27.814777+00:00", "summary": "Since the previous file: new catalyst evidence: Q2 2026 earnings release, which could show improved profitability or deeper losses, new risk evidence: Regulatory crackdowns on ticketing practices, including D.C.’s speculative ticketing ban, which could reduce fee income, revised outlook.", "source_count": 14, "page_url": "https://atlas.freedomcore.io/stocks/LYV/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LYV", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1335258/000187054326000011/xslF345X06/wk-form4_1784061214.xml" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LYV" }, { "ticker": "LYB", "name": "LyondellBasell Industries N.V.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:45:17.412063+00:00", "summary": "Since the previous file: new catalyst evidence: Q2 2026 earnings release timing and guidance updates (monitor SEC filings post-2026-07-27), new risk evidence: Declining operating income (-$239M vs prior periods) signals margin pressure from lower sales prices and unplanned downtime (SEC 10-Q, Q1 2026), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/LYB/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LYB", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1489393/000105961426000006/xslF345X06/primarydocument.xml" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LYB" }, { "ticker": "LXU", "name": "LSB INDUSTRIES, INC.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:45:14.134159+00:00", "summary": "Since the previous file: new catalyst evidence: Operational Efficiency: Successfully executing the accelerated turnaround at the Pryor facility could enhance operational efficiency and reduce downtime, positively impacting production and profitability, new risk evidence: Operational Risks: The accelerated turnaround at the Pryor, Oklahoma facility could lead to unforeseen challenges and increased operational stress, potentially affecting production and overall efficiency, revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/LXU/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LXU", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/60714/000006071426000053/xslF345X06/ownership.xml" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LXU" }, { "ticker": "LXFR", "name": "LUXFER HOLDINGS PLC", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:44:47.764636+00:00", "summary": "Since the previous file: updated source coverage, new catalyst evidence: Q2 2026 earnings call (August 2026) could reveal inventory turnover improvements or cash flow reversal, new risk evidence: Inventory buildup ($100.8M, up $8.8M Q1) risks obsolescence or fire-sale liquidation if demand softens, revised outlook.", "source_count": 14, "page_url": "https://atlas.freedomcore.io/stocks/LXFR/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LXFR", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1096056/000143774926024227/lxfr20260723_8k.htm" ], "material_triggers": [ "dividend", "earnings", "filing", "quarter", "results" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LXFR" }, { "ticker": "LXP", "name": "LXP Industrial Trust", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:44:01.074536+00:00", "summary": "Since the previous file: new catalyst evidence: Q2 2026 earnings release on July 29, 2026, with potential guidance updates (source: Official product/news rail, July 1, 2026), new risk evidence: Interest rate sensitivity threatening financing costs for LXP’s $1.47B liabilities (source: SEC EDGAR 8-K, July 20, 2026), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/LXP/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LXP", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/910108/000110465926084850/tm2620850d1_8k.htm" ], "material_triggers": [ "dividend", "filing", "quarter", "results", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LXP" }, { "ticker": "LW", "name": "Lamb Weston Holdings, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:43:47.696316+00:00", "summary": "Since the previous file: updated source coverage, new catalyst evidence: Improved ERP system integration boosting inventory efficiency (LW 10-K), new risk evidence: Customer concentration: Top ten customers accounted for 50% of net sales (LW 10-K), revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/LW/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LW", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1679273/000167927326000026/lw-20260531.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LW" }, { "ticker": "LVWR", "name": "LiveWire Group, Inc.", "asset_class": "equity", "state": "material_change", "freshness": "fresh", "score": 146.0, "as_of": "2026-07-27T04:41:08.579952+00:00", "summary": "Since the previous file: updated source coverage, new catalyst evidence: Dust Moto product launch in H2 2026 (source: Official product/news rail, https://www.livewire.com/the-pulse/latest-news/livewire-group-acquires-dust-moto-company), new risk evidence: Sustained net losses ($18.1M in Q1 2026) with no clear path to profitability, revised outlook.", "source_count": 13, "page_url": "https://atlas.freedomcore.io/stocks/LVWR/", "report_url": "https://atlas.freedomcore.io/workstation/?ticker=LVWR", "primary_source": [ "SEC EDGAR", "https://www.sec.gov/Archives/edgar/data/1898795/000189879526000064/lvwr-20260723.htm" ], "material_triggers": [ "filing", "sec" ], "region": "North America", "country": "United States", "exchange": "NYSE", "listing_key": "NYSE:LVWR" } ], "radar_items": [ { "title": "US CPI", "summary": "Inflation source rail and market sensitivity map.", "url": "https://atlas.freedomcore.io/economic-calendar/us-cpi/" }, { "title": "US Nonfarm Payrolls", "summary": "Labour-market source rail and chart-sensitive calendar page.", "url": "https://atlas.freedomcore.io/economic-calendar/us-nonfarm-payrolls/" }, { "title": "US Core PCE", "summary": "Inflation source rail watched by rates, FX, gold and equities.", "url": "https://atlas.freedomcore.io/economic-calendar/us-core-pce/" } ], "latest_note": { "title": "FreedomCore Market Pulse: Jul 26, 2026 - Daily Research Digest", "url": "https://atlas.freedomcore.io/notes/freedomcore-market-pulse-2026-07-26-0700/", "summary": "Daily Atlas equity and macro research briefs from the FreedomCore autonomous desk for 2026-07-26." }, "research_only": true }