Energy
1 report
Latest 2026-08-03
92-stock universe
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Materials
1 report
Latest 2026-08-03
126-stock universe
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Capital Goods
1 report
Latest 2026-07-27
62-stock universe
#1
WAB
Backlog, margin and guide all accelerate.
STRONG BUY
#2
RTX
Broadest commercial/defense revision package.
STRONG BUY
#3
GEV
Power scarcity proven; valuation controls size.
STRONG BUY
#4
HWM
Aerospace bottleneck; rich multiple.
STRONG BUY
#5
FIX
Data-center contractor conversion; cost control key.
STRONG BUY
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Commercial & Professional Services
No reports yet
GICS 2020
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Transportation
1 report
Latest 2026-07-27
35-stock universe
#1
CSX
Volume, margin and EPS acceleration with clean tape
STRONG BUY
#2
JBHT
Intermodal operating leverage and improving demand
STRONG BUY
#3
UNP
Network quality plus standalone EPS growth; merger upside excluded
STRONG BUY
#4
ODFL
Best LTL quality, limited by valuation
STRONG BUY
#5
NSC
Rail momentum with deal optionality
STRONG BUY
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Automobiles & Components
1 report
Latest 2026-08-03
18-stock universe
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Consumer Durables & Apparel
1 report
Latest 2026-08-03
41-stock universe
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Consumer Services
1 report
Latest 2026-07-20
40-stock universe
#1
TXRH
Traffic-led 7.1% comps plus 5–6% store-week growth create durable unit economics…
STRONG BUY
#2
EAT
Chili's traffic recovery and double-digit restaurant margin make the low-teens f…
BUY
#3
MAR
Fee revenue, a 618,000-room pipeline and 4.5–5% net-room growth compound with li…
BUY
#4
ABNB
Q1 revenue +18%, GBV +19% and improving AI support unit costs validate the platf…
BUY
#5
SBUX
Transaction-led 7.1% US comps prove the turnaround has demand traction, though N…
BUY
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Consumer Discretionary Distribution & Retail
1 report
Latest 2026-07-20
37-stock universe
#1
ROST
Q1 sales +21%, comps +17%, EPS +37% and a raised FY outlook prove off-price shar…
STRONG BUY
#2
AMZN
Q1 sales +17%, AWS +28% and retail margin expansion offset a temporarily collaps…
BUY
#3
EBAY
Q1 revenue +19% and GMV +18% mark a real growth reacceleration at ~17x forward e…
BUY
#4
WSM
4.8% comp growth and 16.2% operating margin show share and supply-chain discipli…
BUY
#5
ETSY
Q1 GMS beat and expectation of positive YoY GMS each quarter create operating le…
BUY
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Consumer Staples Distribution & Retail
1 report
Latest 2026-07-27
13-stock universe
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Food, Beverage & Tobacco
1 report
Latest 2026-07-27
25-stock universe
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Household & Personal Products
No reports yet
GICS 3030
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Health Care Equipment & Services
1 report
Latest 2026-07-20
45-stock universe
#1
DXCM
15% revenue growth plus a 850 bp GAAP operating-margin expansion has not been fu…
STRONG BUY
#2
UNH
Q2 revenue of $112.0B, $8.0B operating earnings and a raised 2026 EPS guide vali…
BUY
#3
HCA
Preliminary Q2 admission growth and inexpensive valuation offset a $400M payer-m…
BUY
#4
WST
21% trailing revenue growth, net cash and positive price/revision momentum make …
BUY
#5
EW
16.7% revenue growth, a net-cash balance sheet and a July 23 catalyst offer a be…
BUY
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Pharmaceuticals, Biotechnology & Life Sciences
1 report
Latest 2026-07-20
38-stock universe
#1
ABBV
Skyrizi/Rinvoq and neuroscience more than offset Humira erosion, Q1 revenue rose…
STRONG BUY
#2
LLY
56% Q1 revenue growth and Foundayo approval extend the obesity franchise, but a …
BUY
#3
VRTX
CF cash flows fund CASGEVY/JOURNAVX/povetacicept optionality; Q1 revenue +8% and…
BUY
#4
INCY
Q1 revenue +21%, a low-teens forward multiple and a July 28 catalyst offer a fav…
BUY
#5
EXEL
CABOMETYX produced $552.8M Q1 U.S. sales, margins are high and zanzalintinib sup…
BUY
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Banks
No reports yet
GICS 4010
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Financial Services
No reports yet
GICS 4020
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Insurance
No reports yet
GICS 4030
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Software & Services
1 report
Latest 2026-08-24
162-stock universe
#1
[[MSFT]]
Fiscal Q4 revenue was $90.0B, up 18%, operating income $40.6B and Microsoft Clou…
STRONG BUY
#2
[[FTNT]]
Latest-quarter revenue was $2.05B, up 25.6%, EPS rose 43.9%, and the balance she…
STRONG BUY
#3
[[VEEV]]
Latest-quarter revenue was $883M, up 16.3%, EPS $1.57 and FCF $1.13B in the scan…
BUY
#4
[[PLTR]]
Q2 revenue was $1.94B, up 92.8%, EPS $0.41 and net cash exceeded $9B
BUY
#5
[[ZM]]
Latest-quarter revenue was $1.24B, up 5.5%, EPS was $1.42, FCF was $500M and qua…
BUY
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Technology Hardware & Equipment
1 report
Latest 2026-08-24
67-stock universe
#1
[[ANET]]
Q2 revenue crossed $3.0B, up 37.7%, with EPS up 39.7% and quarterly ROIC 31.5%
STRONG BUY
#2
[[DELL]]
Fiscal Q1 revenue was $43.8B, up 88%
STRONG BUY
#3
[[NTAP]]
Latest-quarter revenue was $1.95B, up 12.5%, EPS $2.03 and quarterly ROIC 32.8%
STRONG BUY
#4
[[WDC]]
Fiscal Q4 revenue was $3.75B, up 44%, GAAP gross margin 54.1%, FCF $1.28B and Q1…
STRONG BUY
#5
[[SNDK]]
Latest-quarter revenue was $8.97B, up 372%, EPS $43.97 and quarterly ROIC 84%
BUY
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Semiconductors & Semiconductor Equipment
2 reports
Latest 2026-08-24
52-stock universe
#1
[[MU]]
Fiscal Q3 revenue was $41.46B versus $9.30B a year earlier, GAAP gross margin re…
STRONG BUY
#2
[[NVDA]]
Fiscal Q1 revenue reached $81.6B, up 85%, with Data Center at $75.2B, up 92%, an…
BUY
#3
[[TSM]]
Q2 revenue grew 32.9% and quarterly ROIC was 34.4%
BUY
#4
[[CRDO]]
The latest quarter produced $437M revenue, up 157%, and $0.88 diluted EPS
BUY
#5
[[TER]]
Latest-quarter revenue was $1.33B, up 104%, with $2.38 EPS
BUY
10 changes vs 2026-06-21:
+5 new
, -5 dropped
Read full debate →
Telecommunication Services
No reports yet
GICS 5010
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Media & Entertainment
1 report
Latest 2026-08-24
32-stock universe
#1
[[GOOGL]]
Q2 revenue was $119.8B, up 24%
STRONG BUY
#2
[[FOXA]]
Latest-quarter revenue was $4.21B, up 28.1%, EPS $1.61 and the shares gained 15.…
BUY
#3
[[META]]
Q2 revenue grew 28% to $60.8B, but expenses rose 55%, operating margin fell to 3…
BUY
#4
[[SPOT]]
Latest-quarter revenue was $5.55B equivalent, up 16.9%, EPS $3.03 and ROIC 42.4%
BUY
#5
[[DIS]]
Fiscal Q3 revenue was $25.34B, up 7.5%, with $1.51 EPS
BUY
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Utilities
1 report
Latest 2026-05-04
28-stock universe
#1
**D**
Q1 EPS $0.95 vs. est $0.86 (+10% beat) on 8.4% commercial sales growth from data…
STRONG BUY
#2
**SO**
Q1 adj EPS $1.32 vs. est $1.20 ($0.12 beat); commercial weather-normal sales +4.…
BUY
#3
**VST**
Down 25% YTD on Q4 miss ($0.54 actual vs. $2.31 est) caused by Martin Lake unit …
BUY
#4
**NEE**
Q1 adj EPS $1.09 (+10% YoY) beat $1.03; record renewables/storage origination qu…
BUY
#5
**DTE**
Q1 EPS $1.95 (+21% YoY) was a "narrative beat" — missed sell-side $2.01 by 3% bu…
BUY
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Equity Real Estate Investment Trusts (REITs)
No reports yet
GICS 6010
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Real Estate Management & Development
1 report
Latest 2026-08-17
16-stock universe
#1
JLL
Leasing and U.S. investment-sales share gains are converting a transaction recov…
STRONG BUY
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Information Technology
3 reports
Latest 2026-06-21
26-stock universe
#1
MSFT
Quality mega-cap de-rated to a reasonable earnings multiple with enterprise AI/c…
BUY
#2
NVDA
Best AI compute economics in the sector, but position sizing must respect $5T sc…
BUY
#3
AVGO
Custom AI silicon/connectivity plus infrastructure software cash flow make it a …
BUY
#4
ANET
Clean AI networking derivative with strong execution, though hyperscaler concent…
BUY
#5
CRM
Best fallen-software asymmetry: cheap enough to work if AI proves additive rathe…
BUY
12 changes vs 2026-05-03:
+3 new
, -3 dropped
, 2 rating Δ
, 2 rank Δ
, 2 conviction Δ
Read full debate →
Health Care
No reports yet
GICS 35
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Financials
No reports yet
GICS 40
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Consumer Discretionary
No reports yet
GICS 25
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Communication Services
No reports yet
GICS 50
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Industrials
No reports yet
GICS 20
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Consumer Staples
No reports yet
GICS 30
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Real Estate
No reports yet
GICS 60
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