Full ranking, strongest to weakest · As of September 18, 2026 market close · 21 stocks · 33-criteria screen
# Ticker Company Price Score Verdict 12-mo PT Upside P/E Wk %
1 MU Micron Technology $1,015.80 24 of 33 (73%) ACCUMULATE (cyclical) $1,145 +13% 23.0 +4.2%
2 NVDA NVIDIA Corporation $222.27 24 of 33 (73%) ACCUMULATE $315 +42% 28.1 +1.8%
3 TSM Taiwan Semiconductor (ADR) $434.67 22 of 33 (67%) ACCUMULATE $470 +8% 28.7 +0.3%
4 GOOGL Alphabet Inc. (Class A) $349.54 22 of 33 (67%) ACCUMULATE $430 +23% 17.6 +3.3%
5 AMZN Amazon.com $253.71 22 of 33 (67%) HOLD $315 +24% 20.4 -1.2%
6 UBER Uber Technologies $70.50 22 of 33 (67%) ACCUMULATE ON WEAKNESS $100 +42% 16.6 -1.6%
7 VST* Vistra Corp. $140.67 21 of 33 (64%) ACCUMULATE ON WEAKNESS $190 +35% 23.8 -5.2%
8 BABA Alibaba Group Holding $113.24 19 of 33 (58%) ACCUMULATE ON WEAKNESS $150 +32% 26.6 +3.6%
9 AMAT Applied Materials $444.57 19 of 33 (58%) HOLD $495 +11% 38.9 -2.6%
10 DELL Dell Technologies $568.06 18 of 33 (55%) HOLD / ACCUMULATE $575 +1% 33.0 +0.1%
11 PLTR Palantir Technologies $177.64 18 of 33 (55%) HOLD $190 +7% 151.8 +6.2%
12 MRVL Marvell Technology $244.25 17 of 33 (52%) HOLD / SPECULATIVE $235 -4% 119.1 +3.5%
13 NFLX Netflix, Inc. $71.79 17 of 33 (52%) ACCUMULATE on WEAKNESS $115 +60% 22.6 -7.2%
14 AAPL Apple Inc. $336.13 15 of 33 (45%) HOLD $330 -2% 38.5 +1.2%
15 SOFI SoFi Technologies $16.96 15 of 33 (45%) HOLD $19 +12% 35.3 -2.1%
16 VRT Vertiv Holdings Co $249.39 15 of 33 (45%) HOLD $355 +42% 56.4 -3.0%
17 HOOD Robinhood Markets, Inc. $119.82 14 of 33 (42%) HOLD / SPECULATIVE $100 -17% 52.8 +6.4%
18 IREN IREN Limited $46.68 13 of 33 (39%) HOLD / SPECULATIVE $65 +39% n/m +6.5%
19 GLW Corning Incorporated $150.13 11 of 33 (33%) HOLD $150 -0% 68.6 -9.8%
20 DKNG DraftKings Inc. $21.75 10 of 33 (30%) AVOID $30 +38% n/m -12.1%
21 SNOW Snowflake Inc. $332.43 8 of 33 (24%) AVOID $350 +5% n/m +1.0%

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 September 18, 2026 close.  Score measures how completely a stock passes the screen: a pure Tier-1 price/technicals refresh across the board. MU loses its outright lead, -1 to 24/33, TYING NVDA (flat) for the series high — the first genuine co-lead since the Aug 21 UBER/MU tie; MU keeps rank #1 on the standing quality-sweep tie-break convention. TSM and UBER both slip -2 to 22/33, joining AMZN (flat) and GOOGL (flat) in a four-way tie: TSM's momentum cooled on a negative quarter window, while UBER's momentum fully collapsed (0/3) and its D/E crossed the 52% financial-condition threshold — UBER falls out of the series' outright top tier for the first time in over a month. BABA is the week's best mover, +2 to 19/33, entering the top 10 on improved short-term momentum and a low beta even as price round-tripped intraweek. AMAT's outsized +6.51% single-day move (Sep 18) was confirmed as sector-rally/analyst-PT-driven, NOT an earnings surprise, and still cost it -1 to 19/33 on a richer multiple. DELL slips -1 to 18/33 (still no new earnings since the Sep 1 blowout) but touched a fresh intraday all-time high ($595.51); our own price target — flagged last cycle as stale at $450 — is RE-UNDERWRITTEN this cycle to $575 (~22.5x FY2027 non-GAAP consensus EPS of $25.50), now close to the raised $570.48 analyst average. SOFI fell -2 to 15/33 on a broad momentum collapse with no company-specific catalyst found. GLW, VRT and NFLX each slipped -1 on financial-condition or momentum criteria flipping without any earnings trigger. 12-mo PT = our own price target. Bold rows = top 10, detailed below.

IMPORTANT DISCLAIMER: This document is provided for informational and educational purposes only. It does not constitute investment, legal, tax, or other professional advice, and nothing contained herein should be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any security or other financial instrument, in any jurisdiction. The information presented is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed, and certain figures are estimates that may prove incorrect. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. Readers must conduct their own independent research and due diligence and should consult a duly licensed financial, legal, or tax professional regarding their individual circumstances before making any investment decision. The author and ACapital Group LLC accept no liability for any loss arising from the use of this material.
Equity Research - Series Ranking Report
ACapital Group LLC · September 18, 2026
by Carlos Artiles

iiReport — STOCK RANKING & PRICE TARGETS

Page 2 of 2 — Top 10: tactical, swing and 12-month price targets · As of September 18, 2026 market close
Tactical = this week, from support/resistance and momentum. Intermediate = swing-position objective. 12-month = our valuation-based target (My Price Analysis).
1. MU $1,015.80 · 24 of 33 (73%) · ACCUMULATE (cyclical)12-mo: $1,145 +13%
Tactical: Hold the SMA-50 $927; reclaim recent highs near $1,050Intermediate: $1,145 (My PT), then new highs

MU loses its outright lead, -1 to 24/33, TYING NVDA for the series high — the first genuine co-lead since the Aug 21 UBER/MU tie. A +3.92% day wasn't enough to offset momentum weakening (quarter window turned negative, 3/3 to 2/3); quality remains a full sweep (Financial 4/4, Mgmt 3/3, Growth 3/3, Earnings 2/2). MU keeps rank #1 on the standing quality-sweep tie-break convention. Hold the SMA-50 ($927.26); reclaim recent highs near $1,050. Our 12-month $1,145 (+13%). Next earnings CONFIRMED Sep 30, 2026 — did not report early.

2. NVDA $222.27 · 24 of 33 (73%) · ACCUMULATE12-mo: $315 +42%
Tactical: Hold the SMA-50 $214; reclaim recent highs near $235Intermediate: $255, then the PT $315

NVDA holds 24/33 (flat), now tied with MU for the series high, on a quiet two-week stretch following the Aug 26 blowout. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 + Momentum 3/3 remain a full sweep — the cleanest quality profile in the series alongside MU's. Hold the SMA-50 ($214.27); reclaim recent highs near $235. Our 12-month $315 (+42%).

3. TSM $434.67 · 22 of 33 (67%) · ACCUMULATE12-mo: $470 +8%
Tactical: Hold the SMA-50 $417; reclaim recent highs near $460Intermediate: $470, then new highs

TSM slips -2 to 22/33 as momentum cooled (3/3 to 2/3, quarter window turned -5.94%) and P/B nudged past the 12.0x benchmark. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 remain intact — still one of the series' cleanest quality sweeps, just a notch pricier. Hold the SMA-50 ($417.37); reclaim recent highs near $460. Our 12-month $470 (+8%). Next earnings estimated Oct 15.

4. GOOGL $349.54 · 22 of 33 (67%) · ACCUMULATE12-mo: $430 +23%
Tactical: Hold the SMA-200 $337; reclaim the SMA-50 $346Intermediate: $380, then $428 (analyst avg PT)

GOOGL holds 22/33 (flat) in a four-way tie with TSM, AMZN and UBER. Growth 3/3 and Mgmt 3/3 remain intact (Cloud strength, dividend growth, now 2 years of increases); the fwd-P/E-vs-5yr-average test flipped to a fail on the rally, offset by weekly momentum turning positive. Hold the SMA-200 ($337.50); reclaim the SMA-50 ($345.58). Our 12-month $430 (+23%). Next earnings Oct 28.

5. AMZN $253.71 · 22 of 33 (67%) · HOLD12-mo: $315 +24%
Tactical: Hold the SMA-50 $256; reclaim recent highs near $270Intermediate: then new highs

AMZN holds 22/33 (flat) on mixed action (week -1.2%, quarter +3.8%, no net criterion flips). The Jul-30 Anthropic-gain caveat on the trailing P/E still stands, and FCF stays deeply negative on the ~$173B TTM capex run-rate. Hold the SMA-50 ($255.84); reclaim recent highs near $270. Our 12-month $315 (+24%).

6. UBER $70.50 · 22 of 33 (67%) · ACCUMULATE ON WEAKNESS12-mo: $100 +42%
Tactical: Hold the SMA-50 $74; reclaim the SMA-200 $76Intermediate: $85, then $101 (analyst avg PT)

UBER slips -2 to 22/33, falling out of the series' outright top tier for the first time in over a month: momentum collapsed to 0/3 (week/quarter/52-wk all negative, RSI 39.3) and D/E crossed the 52% financial-condition threshold, flipping that criterion to a fail. Still the series' best Valuation profile on PEG (0.64) and P/E (15.4x). Hold the SMA-50 ($73.67); reclaim the SMA-200 ($75.67). Our 12-month $100 (+42%). Next earnings Nov 3.

7. VST $140.67 · 21 of 33 (64%) · ACCUMULATE ON WEAKNESS12-mo: $190 +35%
Tactical: Hold $132 (recent low); reclaim the SMA-50 $147Intermediate: SMA-200 $156, then $190

VST holds 21/33 (flat): price fell back below the industry P/E/P/S benchmarks (Valuation +2) but momentum collapsed to 0/3 as week and quarter both turned negative — the two moves offset exactly. Financial 1/4 (D/E ~373%) remains the standing structural caveat. Hold $132; reclaim the SMA-50 ($147.46). Our 12-month $190 (+35%). Next earnings Nov 5.

8. BABA $113.24 · 19 of 33 (58%) · ACCUMULATE ON WEAKNESS12-mo: $150 +32%
Tactical: Hold the SMA-50 $118; reclaim recent highs near $130Intermediate: $150 (My PT), then new highs

BABA is the week's best mover, +2 to 19/33, entering the top 10 on improved short-term momentum and its low beta (0.50) even as price round-tripped intraweek to end roughly flat vs. the prior anchor. Still the deep-value profile: cheap on forward P/E (13.96x) and PEG (0.43), but ROIC (3.08%) remains below WACC. Hold the SMA-50 ($117.99); reclaim recent highs near $130. Our 12-month $150 (+32%). No new earnings; last report Aug 20.

9. AMAT $444.57 · 19 of 33 (58%) · HOLD12-mo: $495 +11%
Tactical: Hold the SMA-200 $416; reclaim the SMA-50 $501Intermediate: $560, then $641 (analyst avg PT)

AMAT slips -1 to 19/33 after a sector-wide +6.51% single-day rally (semiconductor/memory strength, a $5B India investment, and analyst PT raises) richened the trailing multiple without an earnings catalyst — confirmed NOT an earnings-driven move. Quality remains flawless (Mgmt 3/3, Growth 3/3, Earnings 2/2); Valuation is now the more binding constraint. Hold the SMA-200 ($416.26); reclaim the SMA-50 ($501.12). Our 12-month $495 (+11%).

10. DELL $568.06 · 18 of 33 (55%) · HOLD / ACCUMULATE12-mo: $575 +1%
Tactical: Hold the SMA-50 $463; reclaim the intraday high $595.51Intermediate: $600, then new highs

DELL slips -1 to 18/33 on a -3.46% pullback even after touching a fresh intraday all-time high ($595.51) mid-cycle — no new earnings since the Sep 1 blowout print. Our stale $450 target (flagged last cycle as below both price and the analyst average) is RE-UNDERWRITTEN this cycle to $575, roughly 22.5x FY2027 non-GAAP consensus EPS of $25.50, now close to the raised $570.48 analyst average. Hold the SMA-50 ($462.74); reclaim the intraday high ($595.51). Under the new $575 target; next earnings ~late Nov.

Sources: each ticker's recalculated Analysis & Valuation workbook (prices confirmed at the September 18, 2026 close via stockanalysis.com; EPS from SEC filings; estimates from S&P Global consensus). Tactical/intermediate levels derive from each workbook's support/resistance and moving averages. Regenerated September 18, 2026 — iiReport screening framework.
IMPORTANT DISCLAIMER: This document is provided for informational and educational purposes only. It does not constitute investment, legal, tax, or other professional advice, and nothing contained herein should be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any security or other financial instrument, in any jurisdiction. The information presented is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed, and certain figures are estimates that may prove incorrect. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. Readers must conduct their own independent research and due diligence and should consult a duly licensed financial, legal, or tax professional regarding their individual circumstances before making any investment decision. The author and ACapital Group LLC accept no liability for any loss arising from the use of this material.