22 July 2026 Screener
Two names clear 7/10+, both marginal/no-cushion:
NOW (ServiceNow) — $102, 7.0/10, 3rd appearance, High-conviction actionable. Unchanged from 7/21’s tightened score; today’s fresh evidence (bullish Morgan Stanley/Jefferies commentary ahead of earnings) is mildly supportive, not score-moving.
GWRE (Guidewire) — $134, 7/10, 1st appearance, “Fresh high-confidence lead” — flagged explicitly as single-run, not yet repetition-confirmed. Best quality/moat combo of this run’s 16 new candidates (FCF inflection, accelerating RPO, real insurance-software switching costs), no material legal overhang, but valuation isn’t deeply discounted — core 6.5 + a small consensus boost gets it to 6.8, rounded to 7.
16 brand-new candidates got full diligence; none besides GWRE cleared 7/10 (closest misses: DKNG 6.5, HUBS/CPNG/INSM ~6). Several were logged specifically for their legal/business-model risk: RBLX (coordinated multi-state AG/MDL child-safety litigation), SOFI (Muddy Waters earnings-quality dispute), RKT (steering-scheme suit attacking its core vertical-integration model). All logged to the Active log at honest sub-7 scores, Watchlist status.
Macro backdrop is notably riskier than recent runs: Iran conflict driving oil to 6-week highs, a hawkish Fed pivot (hike odds rising into 7/28-29 FOMC), and fresh tariff actions — worth weighing against rate-sensitive or import-exposed names.
Only 2 names cleared 7/10+ this run — no calibration concern. Persistence log updated with new rows, a full run-history entry, and the data-source regression flagged for next run.
This is research output only, not financial advice — please do your own diligence before acting on anything here.