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Alpha Lab

SIMULATED — results depend on stated assumptions. Performance policy

General and impersonal investment research. Not personalised investment advice. Forecasts, valuations and model outputs are estimates and may be wrong. See Investment Disclaimer.

Every covered name with its decision layer: conviction, expected-return distribution, per-name position cap and rules stance. Sortable, filterable, exportable. 870 names · Research as of 2026-09-09 (today).

Rating and stance answer different questions, and neither overrides the other. Rating is the valuation verdict — what the name is worth against what it costs. Stance is a separate rules overlay: six pre-registered rules on valuation, street revisions, earnings quality, trend and volatility, tallied into Increase / Hold / Reduce / Exit. The stance is barred from feeding back into the rating — the engine records does_not_alter_rating and a QA check recomputes the rating to prove it moved nothing. So STRONG BUY with stance Hold is not a contradiction: it reads “cheap on our numbers, but nothing has triggered that would make us add today”. Hold is also the default when no rule fires, which is most names — it means “no rule tripped”, not “we advise holding”.

A stance also only moves once the evidence is strong enough to justify changing what was last published, so a row can show a stance the rules no longer read. Those rows are marked ▪ held, with what the rules currently read in the Rules read column.

The forecast record, beside the forecasts. Across 480 pre-registered anchors the direction implied by our targets has been right 47.2% of the time, below a coin flip; proxy Brier score 0.264 against 0.25 for the coin flip (lower is better), reconstructed from the price target — published probabilities only began accruing on 2026-08-04. The tier figures were corrected on 2026-08-04: they had been scored against a pre-render field carrying only three tiers. On the ratings actually issued, STRONG SELL is the one tier whose sector-relative interval excludes zero in the correct direction (−8.4%, [−15.7, −0.8], n=7); plain SELL averages +2.1% alpha on 44 names with an interval crossing zero, so those calls were on average wrong; the aggregate is carried by HOLD, which counts as a hit for tracking its benchmark. Samples are thin and windows short; nothing is settled in either direction. Full accuracy record →

MAS-1Y and MAS-5Y are an unvalidated diagnostic and drive nothing. The MCH Alpha Score blends six blocks into one number that nothing upstream reads; the engine fails its own QA if anything does. A blank cell carries its reason in the column note.

“Max size %NAV” is a per-name cap, not an allocation — it is not intended to sum to 100%. It answers how large a position in that name could get, from its own Monte Carlo dispersion and conviction; adding the column across 870 names means nothing. Rows marked ▪ floor sit at the minimum position size, which for most names is what binds; the unfloored figure is carried on the raw feed as risk_parity_pct_nav.

View: | — eight decision columns; Advanced shows every field. CSV export always carries everything.

870 of 870 names. Click a header to sort. Model output for research, not personalised advice. MAS-1Y / MAS-5Y are an unvalidated diagnostic (λ 0.3), a percentile within this run's coverage — not comparable across runs — struck only inside the hard gates, so a blank is the gate, not missing data; they drive no rating, stance or size.

TickerCompanyConvictionExp. alphaExp. returnStanceNext catalystRating
APPApplovin Corp80.9 (100%)+42.4%+54.4%Hold6d· Completion of games-app portfolio…BUY
DUOLDuolingo Inc80.8 (100%)+29.4%+38.3%Increaseno company eventBUY
KLACKLA Corporation80.7 (100%)+17.9%+31.8%Increase36d· US BIS export-control rule update…BUY
AMATApplied Materials Inc80 (100%)+18.2%+31.9%Increase64d· AMAT analyst/investor technology …BUY
CDNSCadence Design Systems Inc78.3 (99%)+23.0%+33.5%Hold ▪ held15d· CadenceLIVE / AI-design-platform …BUY
VVisa Inc. Class A77.7 (99%)-14.6%-8.0%Hold6d· US/EU interchange & network-fee r…HOLD
NVDANVIDIA Corporation77.4 (99%)-21.9%-10.6%Hold1d· Ex-dividend $0.25/shSELL
EXELExelixis Inc76.6 (99%)-9.5%-2.0%Holdno company eventHOLD
KNSLKinsale Capital Group Inc76.5 (99%)-8.8%-2.6%Hold43d· Quarterly earningsHOLD
MAMastercard Inc75.8 (99%)-19.3%-12.7%Hold50d· Quarterly earningsSELL
MSMorgan Stanley74.7 (99%)-16.3%-6.5%Hold6d· Investment-banking pipeline / M&A…HOLD
IDCCInterDigital Inc74.4 (99%)-34.3%-23.4%Hold50d· Quarterly earningsSELL
CRBGCorebridge Financial Inc.74.3 (99%)+50.4%+60.0%Increase7d· Ex-dividend $0.25/shBUY
MTGMGIC Investment Corp74.2 (98%)-6.7%+0.4%Holdno company eventHOLD
PRIPrimerica Inc74.2 (98%)-1.0%+6.3%Holdno company eventHOLD
RNRRenaissancere Holdings Ltd74.2 (98%)-5.7%-1.2%Hold6d· Ex-dividend $0.41/shHOLD
MANHManhattan Associates Inc73.9 (98%)-26.3%-19.5%Hold41d· Quarterly earningsSELL
TTMITTM Technologies Inc73.8 (98%)+67.8%+83.2%Increaseno company eventBUY
ADIAnalog Devices Inc73.7 (98%)-5.8%+4.7%Hold76d· FY2026 Q4 / full-year results wit…HOLD
NTRSNorthern Trust Corporation73.7 (98%)-13.4%-5.0%Hold36d· Fee-rate / asset-servicing pricin…HOLD
DDOGDatadog Inc73.3 (98%)+5.1%+14.3%Hold22d· Cloud Security / SIEM platform ex…HOLD
DOCSDoximity Inc73.1 (98%)-20.2%-11.6%Holdno company eventSELL
QLYSQualys Inc73.1 (98%)-17.4%-9.4%Holdno company eventSELL
SEICSEI Investments Company72.9 (97%)-14.4%-7.0%Hold49d· Quarterly earningsHOLD
ISRGIntuitive Surgical Inc72.8 (97%)+7.0%+15.5%Hold6d· Ion (lung biopsy) and new-procedu…HOLD
JKHYJack Henry & Associates Inc72.8 (97%)-22.7%-17.1%Hold62d· Investor day on the technology-mo…SELL
PBProsperity Bancshares Inc72.8 (97%)-5.1%+3.0%Hold6d· Ex-dividend $0.60/shHOLD
RMDResMed Inc72.8 (97%)-16.1%-9.1%Hold21d· CMS competitive-bidding / DME rei…SELL
COLBColumbia Banking System Inc72.7 (97%)-0.1%+9.4%Hold50d· Quarterly earningsHOLD
QCOMQualcomm Incorporated72.7 (97%)-9.9%+1.8%Hold41d· Automotive investor update / desi…HOLD
FHIFederated Investors Inc B72.2 (97%)-16.5%-7.8%Hold50d· Quarterly earningsHOLD
CMECME Group Inc72.1 (96%)-26.8%-22.0%Hold0d· Ex-dividend $1.30/shSELL
TPLTexas Pacific Land Corporation72.1 (96%)-2.6%+3.9%Hold29d· Water-services and surface (Land …HOLD
WATWaters Corporation72.1 (96%)-17.7%-9.4%Hold21d· GLP-1 / large-molecule QA-QC volu…SELL
LOPEGrand Canyon Education Inc72 (96%)-6.5%+0.4%Holdno company eventHOLD
AAPLApple Inc.71.8 (96%)-21.3%-13.6%Hold0d· iPhone 18 launch event (Apple Int…SELL
GOOGLAlphabet Inc.71.8 (96%)-23.5%-13.8%Hold21d· US v. Google remedies ruling / ap…SELL
METAMeta Platforms71.8 (96%)-14.8%-5.0%Hold15d· Meta Connect 2026 - AI glasses / …HOLD
SCHWCharles Schwab Corp71.8 (96%)-22.0%-14.9%Hold36d· Quarterly earningsSELL
UBSIUnited Bankshares Inc71.7 (95%)-5.1%+3.1%Hold2d· Ex-dividend $0.38/shHOLD
CBChubb Ltd71.6 (95%)-5.4%-0.7%Hold2d· Ex-dividend $1.02/shHOLD
AMEAmetek Inc71.5 (95%)-7.2%+1.2%Hold6d· Sizeable bolt-on/platform acquisi…HOLD
RLIRLI Corp71.5 (95%)-5.5%0.0%Hold40d· Quarterly earningsHOLD
EWEdwards Lifesciences Corp71.4 (95%)-6.2%+1.2%Hold50d· Quarterly earningsHOLD
MEDPMedpace Holdings Inc71.4 (95%)-18.4%-10.5%Hold49d· Quarterly earningsSELL
CBOECboe Global Markets Inc71.3 (95%)-24.6%-19.9%Hold36d· Investor Day / recurring-revenue …SELL
VLTOVeralto Corporation71.3 (95%)-16.2%-9.7%Hold21d· Bolt-on acquisition announcement …SELL
CWCurtiss-Wright Corporation71.2 (95%)+12.0%+22.0%Holdno company eventBUY
DTDynatrace Holdings LLC71.1 (94%)-17.8%-10.3%Holdno company eventSELL
LRCXLam Research Corp71 (94%)-12.0%+3.3%Hold14d· Ex-dividend $0.33/shHOLD
MCOMoodys Corporation71 (94%)-12.2%-5.0%Hold49d· Quarterly earningsHOLD
ADPAutomatic Data Processing Inc70.9 (94%)-22.7%-17.0%Hold2d· Ex-dividend $1.70/shSELL
FICOFair Isaac Corporation70.9 (94%)+16.9%+23.8%Hold6d· Software segment ARR / platform l…BUY
MSFTMicrosoft Corporation70.9 (94%)-23.1%-14.6%HoldCopilot / Foundry model-API expan…SELL
NFGNational Fuel Gas Company70.9 (94%)+12.8%+18.9%Increaseno company eventBUY
UMBFUMB Financial Corporation70.9 (94%)-5.0%+2.9%Hold1d· Ex-dividend $0.50/shHOLD
RMBSRambus Inc70.8 (94%)-1.7%+15.5%Hold47d· Quarterly earningsBUY
VRSNVeriSign Inc70.8 (94%)-15.1%-9.4%Hold43d· Quarterly earningsSELL
ADBEAdobe Systems Incorporated70.7 (93%)-28.3%-21.6%Hold1d· Quarterly earningsSELL
CRUSCirrus Logic Inc70.7 (93%)+10.5%+20.7%Holdno company eventBUY
DOCUDocuSign Inc70.5 (93%)-24.3%-16.7%Holdno company eventSELL
IDXXIDEXX Laboratories Inc70.5 (93%)-4.2%+4.2%Hold6d· New in-clinic diagnostic platform…HOLD
SNASnap-On Inc70.5 (93%)-3.2%+4.2%Hold36d· Quarterly earningsHOLD
SWKSSkyworks Solutions Inc70.5 (93%)-20.3%-10.1%Hold6d· Flagship smartphone launch cycle …HOLD
BNYThe Bank of New York Mellon Corporation70.4 (93%)-21.3%-13.4%Hold36d· Quarterly earningsSELL
ETNEaton Corporation PLC70.4 (93%)-16.3%-5.5%Hold6d· Datacenter / grid power capacity …HOLD
TTTrane Technologies plc70.4 (93%)-0.9%+8.0%Hold21d· Datacenter-cooling / electrificat…HOLD
STRLSterling Infrastructure, Inc.70.3 (92%)+14.3%+29.9%Increase54d· Quarterly earningsBUY
CGNXCognex Corporation70.1 (92%)-9.8%+1.6%Holdno company eventHOLD
FFIVF5 Networks Inc70.1 (92%)-14.0%-5.4%Hold21d· Hardware refresh cycle inflection…HOLD
VRTVertiv Holdings Co70.1 (92%)-15.5%-1.8%Hold5d· Ex-dividend $0.06/shHOLD
FTNTFortinet Inc70 (92%)-15.3%-6.6%Hold27d· Firewall refresh super-cycle infl…HOLD
GEGE Aerospace70 (92%)-6.8%+2.5%Hold41d· Quarterly earningsHOLD
PCTYPaylocity Holding Corporation70 (92%)-19.6%-13.0%Holdno company eventSELL
VRTXVertex Pharmaceuticals Inc70 (92%)-19.0%-11.8%Hold21d· Inaxaplin (VX-147) Phase 3 pivota…SELL
INTUIntuit Inc69.9 (91%)-27.7%-21.1%Hold ▪ held15d· Intuit Investor Day / long-term A…SELL
WSTWest Pharmaceutical Services Inc69.9 (91%)-6.0%+1.6%Hold41d· New high-value platform / capacit…HOLD
ADSKAutodesk Inc69.7 (91%)-15.5%-8.3%Hold20d· Autodesk University 2026 - AI / p…SELL
DECKDeckers Outdoor Corporation69.7 (91%)+15.1%+23.8%Hold6d· HOKA new franchise / model launch…BUY
EWBCEast West Bancorp Inc69.7 (91%)-3.8%+4.3%Hold41d· Quarterly earningsHOLD
NXTNextracker Inc. Class A Common Stock69.7 (91%)+3.6%+16.9%Hold43d· Quarterly earningsBUY
VEEVVeeva Systems Inc Class A69.7 (91%)-46.9%-39.4%Hold6d· Vault CRM migration cutover miles…SELL
ANETArista Networks69.6 (90%)-30.9%-19.2%Hold6d· Hyperscaler FY27 capex guidance s…SELL
ASBAssociated Banc-Corp69.6 (90%)-5.3%+3.8%Hold43d· Quarterly earningsHOLD
DLBDolby Laboratories69.6 (90%)-25.4%-16.9%Holdno company eventSELL
WEXWex Inc69.5 (90%)-24.2%-16.0%Hold49d· Quarterly earningsSELL
FHNFirst Horizon Corporation69.4 (90%)-6.1%+1.7%Hold2d· Ex-dividend $0.17/shHOLD
HLNEHamilton Lane Inc69.4 (90%)-27.2%-17.1%Hold12d· Ex-dividend $0.60/shSELL
AVGOBroadcom Inc69.3 (90%)-14.3%-2.3%Hold11d· VMware software integration / cro…HOLD
CBSHCommerce Bancshares Inc69.3 (90%)-5.5%+2.2%Hold36d· Quarterly earningsHOLD
SLMSLM Corp69.3 (90%)-13.6%-4.1%Hold43d· Quarterly earningsHOLD
SPGIS&P Global Inc69.3 (90%)-14.2%-7.5%Hold22d· Private-markets data / Kensho AI …HOLD
BLKBlackRock Inc69.2 (89%)-24.2%-15.1%Reduce34d· Quarterly earningsSELL
TERTeradyne Inc68.9 (89%)-19.2%-3.8%Hold6d· Semiconductor-industry WFE spendi…HOLD
WTFCWintrust Financial Corporation68.9 (89%)-2.1%+5.9%Hold40d· Quarterly earningsHOLD
KEYSKeysight Technologies Inc68.8 (89%)-9.3%+1.8%Hold6d· Order/backlog and book-to-bill in…HOLD
CVLTCommVault Systems Inc68.7 (89%)+0.3%+10.2%Hold48d· Quarterly earningsHOLD
RGLDRoyal Gold Inc68.7 (89%)+12.1%+21.7%Increase23d· Ex-dividend $0.47/shHOLD
HWMHowmet Aerospace Inc68.6 (88%)+0.8%+9.8%Hold ▪ held50d· Quarterly earningsHOLD
IBOCInternational Bancshares Corporation68.6 (88%)+0.8%+8.7%Holdno company eventHOLD
ROKRockwell Automation Inc68.6 (88%)0.0%+9.8%Hold22d· US manufacturing capex / reshorin…HOLD
TXNTexas Instruments Incorporated68.6 (88%)-1.9%+8.0%Hold41d· Quarterly earningsHOLD
BKNGBooking Holdings Inc68.5 (88%)-11.6%-3.4%Hold2d· Ex-dividend $0.42/shHOLD
CTVACorteva Inc68.5 (88%)-13.7%-7.7%Hold36d· Brazil (safrinha/summer) season d…HOLD
NBIXNeurocrine Biosciences Inc68.5 (88%)+3.5%+11.1%Hold48d· Quarterly earningsHOLD
ZIONZions Bancorporation68.5 (88%)-6.8%+1.5%Hold40d· Quarterly earningsHOLD
ILMNIllumina Inc68.4 (88%)-19.7%-11.5%Hold50d· Quarterly earningsSELL
WDAYWorkday Inc68.4 (88%)-42.8%-36.1%Hold21d· Workday Rising / annual user conf…SELL
HQYHealthEquity Inc68.3 (87%)-2.1%+6.2%Holdno company eventHOLD
PLTRPalantir Technologies68.3 (87%)-26.5%-15.0%Hold22d· US federal budget / defence-appro…SELL
BXBlackstone Group Inc68.2 (87%)-23.9%-14.3%Hold ▪ held6d· Flagship fund final closes (next-…SELL
DHRDanaher Corporation68.2 (87%)-12.3%-5.4%Hold6d· Potential bolt-on M&A deployment …HOLD
NFLXNetflix Inc68.2 (87%)-16.0%-9.5%Hold41d· Quarterly earningsSELL
NDAQNasdaq Inc68.1 (87%)-21.8%-14.2%Hold2d· Ex-dividend $0.31/shSELL
AMZNAmazon.com68 (87%)-12.6%-2.8%Hold34d· Prime Big Deal Days / holiday ret…HOLD
REGNRegeneron Pharmaceuticals Inc68 (87%)-30.9%-23.8%Hold22d· IRA drug-price-negotiation select…SELL
CRMSalesforce.com Inc67.9 (86%)-44.0%-36.8%Hold7d· Dreamforce 2026 - Agentforce mone…SELL
PATHUipath Inc67.9 (86%)-24.9%-14.4%Holdno company eventSELL
THGThe Hanover Insurance Group Inc67.9 (86%)-11.7%-5.4%Hold2d· Ex-dividend $0.95/shHOLD
CTASCintas Corporation67.8 (86%)-20.4%-14.2%Hold14d· Quarterly earningsSELL
showing 120 of 870 (or scroll)

See also forecast accuracy and portfolio interaction.

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