| # | Ticker | Company | Price | Score | Verdict | 12-mo PT | Upside | P/E | Wk % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology | $1,029.00 | 24 of 33 (73%) | ACCUMULATE (cyclical) | $1,145 | +11% | 13.9 | -4.3% |
| 2 | NVDA | NVIDIA Corporation | $229.28 | 23 of 33 (70%) | ACCUMULATE | $315 | +37% | 29.0 | -2.0% |
| 3 | UBER | Uber Technologies | $71.51 | 23 of 33 (70%) | ACCUMULATE ON WEAKNESS | $100 | +40% | 16.9 | +5.0% |
| 4 | TSM | Taiwan Semiconductor (ADR) | $453.31 | 22 of 33 (67%) | ACCUMULATE | $470 | +4% | 29.9 | -4.1% |
| 5 | AMZN | Amazon.com | $262.43 | 22 of 33 (67%) | HOLD | $315 | +20% | 21.1 | +4.3% |
| 6 | GOOGL | Alphabet Inc. (Class A) | $351.66 | 22 of 33 (67%) | ACCUMULATE | $430 | +22% | 17.7 | +2.4% |
| 7 | VST* | Vistra Corp. | $161.48 | 21 of 33 (64%) | ACCUMULATE ON WEAKNESS | $190 | +18% | 27.3 | +15.3% |
| 8 | BABA | Alibaba Group Holding | $111.37 | 19 of 33 (58%) | ACCUMULATE ON WEAKNESS | $150 | +35% | 26.1 | +5.2% |
| 9 | AMAT | Applied Materials | $507.03 | 18 of 33 (55%) | HOLD | $495 | -2% | 44.3 | -6.1% |
| 10 | DELL | Dell Technologies | $586.06 | 18 of 33 (55%) | HOLD / ACCUMULATE | $575 | -2% | 34.0 | +4.2% |
| 11 | NFLX | Netflix, Inc. | $70.30 | 18 of 33 (55%) | ACCUMULATE on WEAKNESS | $115 | +64% | 22.1 | +4.8% |
| 12 | SOFI | SoFi Technologies | $15.80 | 17 of 33 (52%) | HOLD | $19 | +20% | 32.9 | +0.2% |
| 13 | PLTR | Palantir Technologies | $209.05 | 16 of 33 (48%) | HOLD | $190 | -9% | 178.7 | +10.8% |
| 14 | MRVL | Marvell Technology | $275.28 | 15 of 33 (45%) | HOLD / SPECULATIVE | $235 | -15% | 134.3 | +1.1% |
| 15 | VRT | Vertiv Holdings Co | $242.78 | 15 of 33 (45%) | HOLD | $355 | +46% | 54.9 | -3.7% |
| 16 | AAPL | Apple Inc. | $336.64 | 15 of 33 (45%) | HOLD | $330 | -2% | 38.6 | +0.9% |
| 17 | HOOD | Robinhood Markets, Inc. | $109.02 | 12 of 33 (36%) | HOLD / SPECULATIVE | $100 | -8% | 48.0 | -3.3% |
| 18 | IREN | IREN Limited | $35.19 | 12 of 33 (36%) | HOLD / SPECULATIVE | $65 | +85% | n/m | -15.7% |
| 19 | GLW | Corning Incorporated | $156.68 | 11 of 33 (33%) | HOLD | $150 | -4% | 71.5 | -4.6% |
| 20 | DKNG | DraftKings Inc. | $19.58 | 11 of 33 (33%) | AVOID | $30 | +53% | n/m | +5.3% |
| 21 | SNOW | Snowflake Inc. | $368.89 | 8 of 33 (24%) | AVOID | $350 | -5% | n/m | +8.2% |
HOW TO READ THIS TABLE
Ranking = score on our 33-criterion screen (quality, financial condition, growth, earnings, valuation, momentum, ownership/liquidity) from each stock's Analysis & Valuation workbook, all priced at the October 9, 2026 close (the usual one-week cadence from the Oct 2 anchor). Score measures how completely a stock passes the screen — the PROFILE matters as much as the number: NO NEW EARNINGS landed for any of the 21 tickers in the Oct 3-9 window — a pure Tier-1 price/technicals refresh across the board. MU holds 24/33 (flat) and now leads alone as NVDA slips -1 to 23/33 on a failed weekly-momentum test; UBER rises +1 to 23/33, tying NVDA (NVDA ranks higher on the full quality sweep). The biggest movers: VST jumped +15.3% on the week yet fell -1 to 21/33 as the rally pushed its P/E and P/S above industry; IREN dropped -15.7% (flat score at 12/33, RSI 33.9); PLTR hit a new 52-week high at $209.05 (RSI 76, 16/33 flat, now above our $190 PT); SNOW rose +8.2% (8/33 flat); MU gave back -4.3% with its score unchanged. NVDA, TSM, AMZN, AMAT and GLW each slipped -1 (momentum or forward-multiple tests flipping to fail; AMZN's forward P/E lost its edge vs the 5-yr average); UBER, DELL, NFLX, SOFI, AAPL and DKNG each rose +1 on weekly momentum. Upcoming earnings: TSM on Oct 15 (BMO) is the next series catalyst, followed by NFLX (Oct 20), VRT (~Oct 21), SOFI/HOOD/GLW (Oct 27) and GOOGL (Oct 28). 12-mo PT = our own price target. Bold rows = top 10 by score; full detail for ALL 21 tickers follows on the pages below.
ACapital Group LLC · October 9, 2026
by Carlos Artiles
iiReport — STOCK RANKING & PRICE TARGETS
MU holds 24/33 (flat) but is now #1 alone as NVDA slips; the stock gave back -4.27% on the week to $1,029.00 (RSI 50.2) in the digest of the Sep 30 FY2026 blowout (GAAP EPS $32.87, revenue +379% YoY). Trailing P/E is 13.9x and the full quality sweep (Financial 4/4, Mgmt 3/3, Growth 3/3, Earnings 2/2) is intact. Flag: the $1,145 PT predates the print and is queued for judgment re-derivation against FY28 consensus. Hold the SMA-50 ($976.19); reclaim $1,097. Our 12-month $1,145 (+11%). Next earnings est. mid-Dec 2026 (Q1 FY27).
NVDA slips -1 to 23/33 on a -2.00% week to $229.28 as weekly momentum failed; no earnings, and the Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 quality sweep is intact. Trailing P/E 29.0x sits just above the 27.4x market multiple. Hold the SMA-50 ($222.08); reclaim $239. Our 12-month $315 (+37%). Next earnings est. Nov 18.
UBER rises +1 to 23/33 on a +4.99% week to $71.51 as weekly momentum turned positive (RSI 52.9). The cheapest valuation profile in the series (P/E 16.9x, Val 12/15), but price is still below both the SMA-50 ($73.08) and SMA-200 ($74.48), so ACCUMULATE ON WEAKNESS stands. Support $68.11 then $65.41. Our 12-month $100 (+40%). Next earnings Nov 4 (BMO).
TSM slips -1 to 22/33 on a -4.12% week to $453.31, pulling back from the Oct 5 high $487.47 as weekly momentum failed (RSI 71 to 52). Fundamentals are unchanged - the pullback is technical - but a ~30x trailing P/E leaves little margin of safety. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 intact. Hold the SMA-50 ($432.47); reclaim $473. Our 12-month $470 (+4%). Q3 earnings Oct 15 (BMO, confirmed) is the next series catalyst.
AMZN slips -1 to 22/33 despite a +4.34% week to $262.43 (RSI 59): the forward P/E (21.4x) lost its edge versus the 5-yr average and flipped to fail. HOLD: AWS is strong, but the trailing P/E remains flattered by the Anthropic fair-value gains and TTM FCF is negative (-$11.6B) on capex. Hold the SMA-50 ($259.10); reclaim $287. Our 12-month $315 (+20%). Next earnings Oct 29 (AMC).
GOOGL holds 22/33 (flat) on a +2.38% week to $351.66: the forward-P/E-vs-5yr test fails while weekly momentum passes, netting zero. Growth 3/3 and Mgmt 3/3 remain intact, but the 17.7x trailing P/E is inflated by the Jul-22 one-time gains (operational ~29x). Hold the SMA-50 ($346.25) and SMA-200 ($340.03); reclaim $364. Our 12-month $430 (+22%). Next earnings Oct 28 (AMC).
VST slips -1 to 21/33 despite a +15.33% week to $161.48 (back above both the SMA-50 and SMA-200, RSI 64): the rally pushed P/E and P/S above industry (C32, C39 fail; C52 passes), and C33 passes only narrowly at a 27.28x P/E vs the 27.4x market multiple. The pullback value is mostly gone; D/E ~355% (Financial 1/4) remains the structural caveat. Hold $154.74 (SMA-200); reclaim $169. Our 12-month $190 (+18%). Next earnings Nov 6.
BABA holds 19/33 (flat) on a +5.21% bounce to $111.37 (RSI 51), still below the SMA-50 and SMA-200. Deep-value contrarian profile: forward P/E ~14x is cheap, but ROIC 3.1% trails WACC 6.3% and the stock is -24% YTD - a contrarian setup, not a momentum one. Flag: the $10.2B secondary placement is not yet in the share count. Hold $104.75; reclaim $116.28. Our 12-month $150 (+35%). Next earnings est. Nov 24.
ACapital Group LLC · October 9, 2026
by Carlos Artiles
iiReport — STOCK RANKING & PRICE TARGETS
AMAT slips -1 to 18/33 on a -6.11% week to $507.03 as weekly momentum failed. Quality remains flawless (Mgmt 3/3, Growth 3/3, Earnings 2/2) and the AI/WFE cycle is strong, but ~44x trailing P/E and a price above our $495 PT leave no margin of safety. Hold the SMA-50 ($489.94) then $474.25; reclaim $547. Our 12-month $495 (-2%). Next earnings Nov 12 (AMC).
DELL rises +1 to 18/33 on a +4.18% week to a new all-time-high close of $586.06 as weekly momentum passed (RSI 62). Price now sits above our $575 PT and the ~$586 analyst average, so the case depends on further AI-server upgrades; negative book equity keeps P/B, ROE and D/E n.m. Flag: the B88 text still cites the stale ~$450. Hold $540 and the SMA-50 ($505.65); clear $596. Our 12-month $575 (-2%). Next earnings est. Nov 24.
NFLX rises +1 to 18/33 on a +4.83% week to $70.30 off its Oct 2 low (weekly momentum flips positive; RSI 43.9). Cheap on P/E (22.1x) but momentum is only 1/3 with price below the SMA-50 ($75.33) and SMA-200 ($83.45); ACCUMULATE ON WEAKNESS into the print. Hold $70.09, then $65.08; reclaim the SMA-50 to repair the tape. Our 12-month $115 (+64%), one of the widest gaps in the series. Next earnings Oct 20 (AMC, confirmed).
SOFI rises +1 to 17/33 on a flat +0.19% week to $15.80 after four down weeks (RSI 38.9) - a thin weekly-momentum pass. Quality and PEG pass, but beta 2.33, 14.6% short interest and a -44% 52-week drawdown keep momentum at 1/3, and price remains below both the SMA-50 ($17.39) and SMA-200 ($18.67). Hold $15.25 then $14.88; reclaiming $16.58 is the first repair signal. Our 12-month $19 (+20%). Next earnings Oct 27 (BMO).
PLTR holds 16/33 HOLD on a +10.75% week to a new 52-week high close of $209.05 (RSI 76.3, overbought): momentum +1 offset by the trailing PEG vs industry -1. The GARP paradox persists - a ~179x trailing P/E fails outright, forward PEG passes - and price now sits above both our $190 PT and the ~$203 analyst average. Elite quality at 3/3 momentum, but no margin of safety. Hold $189.40 and the SMA-50 ($176.98). Our 12-month $190 (-9%). Next earnings est. Nov 2 (AMC).
MRVL holds 15/33 HOLD/Speculative on a +1.10% week to $275.28 (RSI 61.5; the Oct 6 intraday spike to $301.27 faded), momentum still 3/3. The price sits ~17% above our $235 PT and ~22% below the $338 analyst average at 134x trailing; the margin of safety is gone. Ex-dividend Oct 9. Hold $264.21; a break of the SMA-50 ($236.49) would be the first real reset. Our 12-month $235 (-15%). Next earnings est. early Dec.
VRT holds 15/33 HOLD after a fourth soft week (-3.73% to $242.78, RSI 43.7), now ~9% below the SMA-200 ($266.86) and below the SMA-50 ($259.60). Elite quality (ROIC 37.6%, ROE 43.9%, Mgmt 3/3 + Growth 3/3 + Earnings 2/2) at ~55x trailing. Wait for the print or a move toward the $227-$234 support. Hold $239.64; reclaim the SMA-50 to resume the uptrend. Our 12-month $355 (+46%). Next earnings Oct 21 (BMO, est.).
AAPL rises +1 to 15/33 HOLD on a +0.88% week to $336.64 (RSI 56) as weekly momentum passed. Elite quality at a full price: Valuation is the binding constraint (buyback-inflated ROE/D/E read through ROIC ~104% and net cash). Price is ~2% above our $330 PT and the ~$328 analyst average, so there is no margin of safety into FQ4. Hold the SMA-50; reclaim $340. Our 12-month $330 (-2%). No earnings in the window; next report Nov 2 (AMC, unconfirmed).
ACapital Group LLC · October 9, 2026
by Carlos Artiles
iiReport — STOCK RANKING & PRICE TARGETS
HOOD holds 12/33 HOLD/Speculative on a -3.30% week to $109.02 after an Oct 7-8 slide of ~4.4% (RSI 45.8); price remains above the SMA-50 ($107.23) and SMA-200 ($94.10). Momentum 0/3 at ~48x P/E, and our $100 PT sits ~8% below price. Hold $107.23 then $101.70; reclaim $114.50. Our 12-month $100 (-8%). Next earnings Oct 27 (AMC) is the catalyst.
IREN holds 12/33 HOLD/Speculative after a -15.73% week to $35.19 (Oct 7 -6.3%, Oct 8 -7.7%; RSI 33.9), well below the SMA-50 ($41.73) and SMA-200 ($45.59). Momentum 0/3, negative GAAP earnings, 21% short interest; Altman Z is now 0.98 (distress zone). The $65 PT is asset/contract-based, not multiple-based (+85%). Hold $34.64 then $29.31; reclaiming the SMA-50 is the first repair. Next earnings Nov 5 (est.).
GLW slips -1 to 11/33 HOLD on a -4.57% week to $156.68 as weekly momentum failed; price sits barely above the SMA-50 ($155.46) and SMA-200 ($152.34). Valuation 0/15 at ~71.5x trailing caps the score and the Financial condition (quick ratio 0.98, D/E 71%) stays thin, even with the AI-datacenter optical growth intact. Hold the SMA-50, then $152.34; clear $169. Our 12-month $150 (-4%), under price. Next earnings Oct 27 (BMO).
DKNG rises +1 to 11/33 AVOID on a +5.33% bounce to $19.58 off the Oct 2 low zone (weekly momentum passes; RSI 38.3), still far below the SMA-50 ($23.10) and SMA-200 ($25.35). Financial 0/4 and thin GAAP earnings cap the score; the bounce is momentum only. Hold $19.22 then $18.52; reclaim $21.10 first. Our 12-month $30 (+53%) prices normalized earnings power that does not exist yet. Next earnings Nov 5 (est.).
SNOW holds 8/33 AVOID, the series floor, on a +8.17% week to $368.89 (+7.42% on Oct 9 with no catalyst found; RSI 68.9, ~4% below the 52-week high $384.56). Valuation 0/15 on negative GAAP EPS (IF-guards hold); momentum is the only support. Price is ~5% above our $350 PT and 13% below the $425 analyst average. Hold $343.40 then the SMA-50; clear $384.56. Our 12-month $350 (-5%). No earnings in the window; next est. Dec.
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