Stocks · Archetype
Picks and shovels · 136 research notes
Stocks classified as Picks and shovels: 136 stocks, each with a dated research note: thesis, kill line and next catalyst.
All 136 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksQNSTQuinStreetMedium QuinStreet's shares are more likely than not to beat the S&P 500 over three months after it beat guidance and raised its fiscal 2027 outlook on 4 November 2026; the early-February 2027 report shows whether insurance-carrier ad spending…AMDAdvanced Micro DevicesMedium Advanced Micro Devices is modestly more likely than not to beat the S&P 500: Helios AI racks and doubling server-processor sales back a $17 billion fourth-quarter guide and more than 80% revenue growth forecast for 2027. AMD's…ANETArista NetworksMedium Arista Networks' guide for about $18.5 billion of 2027 revenue, near 40% growth, gives its shares a modest edge over the S&P 500 after a rebound to $206.63 on 12 November 2026. Nvidia's 17 November 2026 results set the tone for AI…ARXSArxisMedium Arxis, a defense, space and industrial component roll-up, is modestly likely to beat the S&P 500 after 29% organic growth and a raised outlook on 28 October 2026. Its fourth-quarter report, due about late February 2027, tests whether…AVGOBroadcomMedium Broadcom's shares look modestly more likely to beat the S&P 500 over three months as Nvidia's CEO exit and Anthropic's near-priced IPO draw buyers to its custom AI chips. The 9 December 2026 fourth-quarter report, against a $21.7 billion…CBRSCerebras SystemsMedium Cerebras Systems is modestly more likely to beat the S&P 500 over three months after guiding fourth-quarter core revenue to $310–330 million, above the $271 million consensus, and adding Microsoft as a cloud customer. The fourth-quarter…CDRECadre HoldingsMedium Cadre Holdings' 30% third-quarter sales jump to $202.9 million, 10% organic growth and first $100 million buyback give the shares a modest edge over the S&P 500. The early-March 2027 fourth-quarter report settles whether sales hold near…CYRXCryoPortMedium Cryoport's cold-chain business for cell and gene therapies is growing faster and posted a second positive adjusted EBITDA quarter, with 2026 revenue guidance raised to $197–199 million. The fourth-quarter report settles whether that pace…DHRDanaherMedium Danaher's shares have a modest edge over the S&P 500 because mid-teens bioprocessing orders should reach revenue in 2027. Formal 2027 guidance in late January settles whether growth meets or beats the 4%–5% starting point that management…ICLRICONMedium ICON plc's orders have recovered into fee-earning work, with a third-quarter direct-fee book-to-bill near 1.3, giving the shares a modest edge over the S&P 500 while earnings per share still trail last year. The fourth-quarter report and…IQVIQVIA HoldingsMedium IQVIA's clinical-research bookings are outpacing revenue, with third-quarter 2026 bookings up 15% at a 1.2x book-to-bill and guidance raised. The 1 December 2026 investor day decides whether that becomes faster 2027 revenue growth.KRMNKarman HoldingsMedium Karman Space & Defense's 66% revenue growth and $1.7 billion backlog make its shares, 66% below their January high, more likely than not to beat the S&P 500. The fourth-quarter report and 2027 outlook, expected around March 2027, settle…LHLabcorp HoldingsMedium Labcorp's 11.5% Central Labs growth and raised 2026 guidance make its shares modestly more likely to beat the S&P 500 over three months. Final 2027 Medicare lab rates, due from CMS in late November 2026, test the case, and the February…MCKMcKessonMedium McKesson's earnings keep beating its own guidance, which rose to $45.60–$46.40 of fiscal 2027 adjusted EPS on 4 November 2026; the fiscal third-quarter report, expected in early February 2027, shows whether profit growth holds as oncology…MIRMirion TechnologiesMedium Mirion Technologies' nuclear power orders doubled and backlog reached $1.25 billion, supporting shares that lead the S&P 500 from a weak 2026. The mid-February 2027 report shows whether orders become revenue at better margins after the…MRVIMaravai LifeSciences HoldingsMedium Maravai LifeSciences' 4 November 2026 third-quarter report beat estimates and raised full-year revenue and profit guidance, so reported numbers now support the rise in the shares. The fourth-quarter report decides whether the growth holds.MTDMettler-Toledo InternationalMedium Mettler-Toledo's third-quarter beat and a 2027 earnings guide above estimates support modest outperformance against the S&P 500; the fourth-quarter report, expected in early February 2027, settles whether about 5% sales growth holds.MUMicron TechnologyMedium Micron Technology's shares look modestly more likely than not to beat the S&P 500, as its guidance and CoreWeave's 10 November 2026 outlook point to steady AI memory demand. Nvidia's 17 November 2026 results, its first under an interim…OABIOmniAbMedium OmniAb is modestly more likely to beat the S&P 500 over three months because its raised 2026 guidance and $8.3 million of nine-month operating cash inflow show partners can fund its antibody-discovery model. The fourth-quarter report,…PSIXPower Solutions InternationalMedium Power Solutions International's record third-quarter profit, raised second-half outlook and new multi-year engine supply deal support the shares beating the S&P 500. The fourth-quarter report, where management addresses 2027 data-center…SAROStandardAeroMedium StandardAero's engine-overhaul profits are growing faster than revenue: third-quarter 2026 adjusted EBITDA rose 15% and the company raised 2026 guidance again on 5 November 2026. The fourth-quarter report, expected around 26 February 2027,…TMOThermo Fisher ScientificMedium Thermo Fisher Scientific's 6% third-quarter organic growth, raised 2026 outlook and $5 billion buyback give the shares a modest edge over the S&P 500. The late-January 2027 report and first 2027 guidance decide whether that growth holds.TSMTaiwan Semiconductor ManufacturingMedium Taiwan Semiconductor Manufacturing's record October sales of NT$586.89 billion put fourth-quarter revenue on pace for the top of guidance, giving the shares a modest edge over the S&P 500. Nvidia's 17 November 2026 report and TSMC's…TWTradeweb MarketsMedium Tradeweb Markets' 26.3% October volume growth points to fourth-quarter revenue growth above the third quarter's 14.9%. The November volume report around 4 December 2026 and fourth-quarter results show whether revenue keeps pace as credit…UFPTUFP TechnologiesMedium UFP Technologies is growing above its own target, with 11.1% Q3 2026 organic growth against a 6%–9% goal, while delayed Dominican Republic transfers hold margins back. The Q4 report, expected around March 2027, shows whether growth stays…AMATApplied MaterialsLow Applied Materials looks more likely to lag the S&P 500 over the next three months: a 12 November 2026 outlook for more than 30% equipment-industry growth in 2027 did not stop a fall, as 11 brokers cut targets on sector valuations. Nvidia's…ARMArm HoldingsLow Arm Holdings shares look more likely to lag the S&P 500 because royalty growth slowed to 8% and is guided to low single digits. Judge Noreika's ruling on Qualcomm's royalty suspension and the report due in early February 2027 settle the…ASMLASML HoldingLow ASML Holding's shares look more likely to lag the S&P 500 than lead it while chip stocks reprice 2027 US data-centre spending risk, despite supply that trails demand through 2028. Nvidia's 17 November 2026 report and ASML's late-January…BRUNBoost RunLow Boost Run's shares are more likely to lag the S&P 500 over the next three months: third-quarter 2026 revenue missed, a $13 million-a-month Georgia project slipped to 2027, and its 2027 hardware plan far exceeds its cash. The end-November…CATCaterpillarLow Caterpillar's shares look more likely to lag the S&P 500, as political risk to data-center building and margins near the bottom of target outweigh a record $78 billion backlog. The 2027 outlook, expected around 2 February 2027, shows…DELLDell TechnologiesLow Dell Technologies' shares look more likely to lag the S&P 500 while AI-spending doubts, data-center politics and memory costs drive the stock; the 24 November 2026 fiscal third-quarter report tests the 15.0% server margin and a $50.63…FIGRFigure Technology SolutionsLow Figure Technology Solutions shares are more likely to lag the S&P 500 because the company guided its fourth-quarter take rate down to 3.1%–3.4% on 12 November 2026 despite beating forecasts; operating data expected around 7 January 2027…HALOHalozyme TherapeuticsLow Halozyme Therapeutics' shares are more likely to lag the S&P 500 after two downgrades in a week shifted the debate to royalty-rate step-downs from 2028. The 19 November 2026 German Keytruda SC appeal hearing and 2027 guidance are the next…HAYWHayward HoldingsLow Hayward Holdings' raised 2026 guidance is already priced into shares trading above most broker targets, so they are more likely to lag the S&P 500; the late-February 2027 fourth-quarter report shows whether early-buy orders become sales.LRCXLam ResearchLow Lam Research shares look more likely to lag the S&P 500 over the next three months because a buyback-led rebound still runs ahead of unresolved 2027 chip-equipment demand. Applied Materials' 12 November 2026 beat gave no 2027 figure; Lam's…MODModine ManufacturingLow Modine Manufacturing's shares are more likely to lag the S&P 500 over three months: data-center sales rose 95% in the quarter to 30 September 2026, but their gross margin fell to 19.7%. The 18 November 2026 Investor Day, where management…MRVLMarvell TechnologyLow Marvell Technology shares are more likely to lag the S&P 500 over the next three months because merger arbitrage gives its $115 billion all-stock Lumentum deal only even odds, leaving an overhang until 2028. The 1 December 2026 fiscal…OSWOneSpaWorld HoldingsLow OneSpaWorld, the spa operator on most large cruise ships, raised 2026 guidance but its shares already trade near analysts' targets and are more likely to lag the S&P 500; Carnival's December outlook and the late-February report decide it.RIGTransoceanLow Transocean's shares are more likely to lag the S&P 500: its roughly $8 billion offshore-rig backlog has not lifted earnings, and 2027 revenue is guided flat at $3.85–4.0 billion. The 24 November 2026 Valaris votes and the deal's targeted 1…SMCISuper Micro ComputerLow Super Micro Computer's shares are more likely to lag the S&P 500 as record sales come with a 12.7% gross margin, a 44% customer and a new China export-control report. The December-quarter result, guided at $19.5–21.5 billion, settles it.SNDKSandiskLow Sandisk's shares look more likely to lag the S&P 500 as investors price a peak in NAND flash prices after October contract prices went flat. TrendForce's November prices, Micron's December report and Sandisk's late-January results will…SNOWSnowflakeLow Snowflake's shares look more likely to lag the S&P 500, trading on AI sentiment at 19 times sales despite 37% product revenue growth; the 2 December 2026 Q3 report tests the $1,588 million guidance floor.TEMTempus AILow Tempus AI shares are more likely to lag the S&P 500 over the next three months: third-quarter revenue of $411.5 million matched forecasts and the 2026 guide rose only at its low end, after a 46.3% three-month gain. The Personalis vote on…ATEYYAdvantestHigh Advantest Corporation's AI chip-testing demand rests on customer volumes, and they are still rising: TSMC's October revenue, reported on 10 November 2026, rose 59.7% from a year earlier. A fear-led Tokyo selloff on 5 November 2026 and 6…AAONMedium AAON, the rooftop and data-center cooling maker, is modestly more likely to lead the S&P 500 over three months: a record third quarter and raised 2026 guidance lifted the shares from a $54.42 low. The fourth-quarter report and annual…AEISAdvanced Energy IndustriesMedium Advanced Energy Industries is modestly more likely to beat the S&P 500 over three months: third-quarter revenue of $696.4 million beat its guide and fourth-quarter guidance is $735 million, yet the shares sit 42.4% below their 52-week…AIPArterisMedium Arteris, which licenses the on-chip wiring that moves data inside processors, is modestly more likely than not to beat the S&P 500 over three months: it raised 2026 revenue guidance to $98.5–99.5 million on 5 November 2026 and the shares…ALABAstera LabsMedium Astera Labs shares are modestly more likely than not to beat the S&P 500: third-quarter revenue of $584.9 million beat guidance and the $730–750 million fourth-quarter outlook tops consensus. The report expected around 10 February 2027…ALNTAllientMedium Allient's record third-quarter orders and margins make the shares modestly more likely than not to beat the S&P 500 over three months; whether the $351.5 million backlog turns into revenue and cash, shown in fourth-quarter results due…AOSLAlpha and Omega SemiconductorMedium Alpha and Omega Semiconductor is more likely than not to beat the S&P 500 over three months: AI and server chips passed 20% of revenue and December-quarter guidance of about $180 million tops consensus. The report due around February 2027…AXTIAXTMedium AXT, Inc.'s indium-phosphide substrate demand (record $73.41M quarter, about $90M guided for Q4) favors the shares over three months; Q4 shipments and Lumentum's orders after the Marvell deal settle it.BLZEBackblazeMedium Backblaze's cloud-storage business is accelerating: the 2 November 2026 report beat guidance and raised the 2026 outlook, yet the shares remain far below August on CoreWeave credit fears. Revenue from CoreWeave's ramp in Q4 2026 settles it.COHRCoherentMedium Coherent's raised guidance, a roughly $20 billion PhotonLink laser agreement and open-market buying by its CEO support shares still 46.7% below their June high. The fiscal Q2 report against the $2.55–2.75 billion revenue guide settles the…CTOSCustom Truck One SourceMedium Custom Truck One Source's rental fleet growth and a third 2026 Adjusted EBITDA guidance raise, to $447.5–$460 million, make a modest lead over the S&P 500 more likely; Q4 truck deliveries and year-end leverage settle it.ENTGEntegrisMedium Entegris has modestly better than even odds of beating the S&P 500: third-quarter sales and fourth-quarter guidance beat consensus, and its 9 November 2026 Investor Day set 35% operating-margin targets. The fourth-quarter report, expected…FNFabrinetMedium Fabrinet, which assembles optical parts for AI data centers, is modestly more likely than not to beat the S&P 500 over three months: revenue grew 51% and guidance rose, but the fiscal second-quarter report in early 2027 shows whether cash…GENIGenius SportsMedium Genius Sports' official sports data business beat third-quarter revenue and raised 2026 guidance on 5 November 2026, so the shares are modestly more likely to lead the S&P 500 over three months; the fourth-quarter report, expected around…GFSGlobalFoundriesMedium GlobalFoundries, a contract chipmaker, delivered the AI growth it guided in its 4 November 2026 third-quarter report, yet the shares fell to $40.62 on a roughly $4 billion 2027 spending plan and more dilution. Fourth-quarter revenue…HPHelmerich & PayneMedium Helmerich & Payne is modestly more likely than not to beat the S&P 500 over three months, resting on its 7 October 2026 guide to high-end fiscal fourth-quarter margins; the 19 November 2026 results call settles it through adjusted profit…KLACKLAMedium KLA Corporation's shares are modestly more likely to beat the S&P 500 over three months, as its raised outlook and Applied Materials' 12 November 2026 beat show chip-tool demand holding. KLA's December-quarter report, expected around 28…LGNLegenceMedium Legence Corporation's third-quarter beat, raised 2026 outlook, first 2027 outlook and $150 million buyback make the shares modestly more likely than not to beat the S&P 500 over three months; the fourth-quarter report, expected around…LGNDLigand PharmaceuticalsMedium Ligand Pharmaceuticals is more likely than not to beat the S&P 500 over three months: royalty revenue rose 51% to $70.3 million in the third quarter, and the 8 December 2026 Investor Day shows whether the five-year outlook and 2027 XOMA…MEDPMedpace HoldingsMedium Medpace, the clinical research contractor, is modestly more likely to beat the S&P 500 over three months: third-quarter awards of $873.4 million and a raised 2026 earnings outlook support it. The February 2027 fourth-quarter report settles…MKSIMKSMedium MKS Inc. is modestly more likely than not to beat the S&P 500 over three months: third-quarter revenue of $1.413 billion rose 43.0% from a year earlier and the fourth-quarter guide is $1.490 billion. The fourth-quarter report, expected…MPWRMonolithic Power SystemsMedium Monolithic Power Systems' AI server power-chip sales are running ahead of expectations after a Q3 beat and a Q4 guide above consensus, and the shares have recovered from the 5 November 2026 chip sell-off. The Q4 report, expected in early…MTRNMaterionMedium Materion's record backlog (up about 35% from a year earlier) and raised $7.10–$7.40 earnings guidance make the shares modestly more likely to beat the S&P 500 over three months; the fourth-quarter report, estimated for 24 February 2027,…MYRGMYR GroupMedium MYR Group, the electrical contractor, is modestly more likely than not to beat the S&P 500 over three months: record backlog of $3.68 billion and higher margins support it. The fourth-quarter 2026 report, expected in late February 2027,…NETCloudflareMedium Cloudflare's 39% third-quarter revenue growth and raised 2026 revenue guide make its shares modestly more likely than not to beat the S&P 500, but gross margin fell to 72.4%; the fourth-quarter report, expected in early February 2027,…ONTOOnto InnovationMedium Onto Innovation's shares are modestly more likely to beat the S&P 500 now that third-quarter revenue of $409.7 million topped guidance and backlog passed $1.3 billion. The fourth-quarter report, measured against a $430–450 million revenue…PMTSCPI Card GroupMedium CPI Card Group is more likely to beat the S&P 500 over three months: card-manufacturing cash is cutting its 10% debt, and 2026 free cash flow is guided to $50–55 million. The fourth-quarter report, expected around early March 2027, settles…PTRNPattern GroupMedium Pattern Group beat Q3 revenue guidance and raised 2026 revenue guidance to $3.50–3.52 billion, strengthening its ecommerce growth case; the $965–985 million Q4 guide and falling Amazon dependence decide whether the recovery holds.SEISolaris Energy InfrastructureMedium Solaris Energy Infrastructure is modestly more likely than not to beat the S&P 500 over three months: it beat third-quarter guidance, raised its ranges and signed a 900-megawatt contract. Fourth-quarter results, expected about 24 February…SIMOSilicon Motion TechnologyMedium Silicon Motion's enterprise-controller ramp cleared its test: third-quarter 2026 revenue of $560.2 million beat the $519–541 million guide, yet the shares fell with memory stocks. Fourth-quarter revenue of $588–616 million decides whether…SITMSiTimeMedium SiTime Corporation's timing chips for AI datacenters beat Q3 2026 expectations with $298.7 million of revenue and guided Q4 to $331-341 million, yet the shares closed at $444.45 on 10 November 2026; Q4 results decide whether growth outruns…SRADSportradar GroupMedium Sportradar Group AG is modestly more likely than not to beat the S&P 500 over three months, backed by third-quarter revenue up 24% and US revenue up 47%; fourth-quarter results and the Atrium Sports sale closing settle whether the shares…STRLSterling InfrastructureMedium Sterling Infrastructure is modestly more likely to beat the S&P 500 over three months: it raised 2026 adjusted EPS guidance to $21.70–21.96 and trades at a lower multiple after a 47.7% fall. Nvidia's 17 November 2026 report and the…TTMITTM TechnologiesMedium TTM Technologies' record AI data-center board sales (third-quarter revenue $1.204 billion, up 60%) make the shares modestly more likely to beat the S&P 500 over three months after a 45.5% fall; the fourth-quarter report, expected around…VIAVViavi SolutionsMedium Viavi Solutions' fiscal first-quarter beat and a $505–515 million second-quarter revenue guide point to shares that lead the S&P 500 over three months; the fiscal second-quarter report in early February 2027 shows whether revenue delivers…VRTVertiv HoldingsMedium Vertiv's Q3 2026 report confirmed AI power-and-cooling demand: sales of $4,313M, full-year guide raised to $14,450M–$14,850M. The shares fell on AI-spending fear; the February 2027 report tests the $4,313M–$4,513M Q4 guide.AAOIApplied OptoelectronicsLow Applied Optoelectronics is more likely to lag the S&P 500 over three months: its $385–420 million fourth-quarter revenue guide trails consensus and a DSP chip shortage limits 1.6-terabit shipments. Nvidia's 17 November 2026 report tests AI…ACMRACM ResearchLow ACM Research's third-quarter gross margin of 41.6% fell under its 42% floor despite revenue up 36.6% and a raised 2026 outlook, so the shares are more likely to lag the S&P 500 over three months; fourth-quarter results in 2027 settle it.AEHRAehr Test SystemsLow Aehr Test Systems reported record quarterly revenue of $33.0 million and lifted fiscal 2027 guidance to $150 million, yet the shares closed at $65.78 on 11 November 2026, under both moving averages, and are more likely to lag the S&P 500…AGXArganLow Argan's order book shrank to $2.518 billion in its latest quarter, so the shares are more likely to lag the S&P 500 over three months; the third-quarter fiscal 2027 report, expected around 4 December 2026, shows whether new awards are…ALGMAllegro MicroSystemsLow Allegro MicroSystems is more likely to lag the S&P 500 over three months: the shares closed at $31.71 on 12 November 2026, down 28.6% in three months despite a fiscal second-quarter beat. Fiscal third-quarter results around 29 January 2027…AMKRAmkor TechnologyLow Amkor Technology is more likely to lag the S&P 500 over three months: third-quarter gross margin of 18.3% missed the guided 18.5–19.5%, and the shares trade below both major averages. The fourth-quarter report, expected around February…AMSCAmerican SuperconductorLow American Superconductor's grid-equipment orders and profit are slowing from a strong September quarter, so the shares are more likely to lag the S&P 500 over three months; the February 2027 report settles it.APHAmphenolLow Amphenol's record orders have not stopped the AI-hardware de-rating, and its shares look more likely to lag the S&P 500; Nvidia's 17 November 2026 results and Amphenol's late-January 2027 report decide whether data-center demand restores…ASXASE Technology HoldingLow ASE Technology's October sales kept it on track for fourth-quarter guidance, but heavy capital spending and a volatile chip sector leave the shares more likely to lag the S&P 500. The November sales release around 10 December 2026 and the…ASYSAmtech SystemsLow Amtech Systems' June-quarter AI-packaging orders and margins improved, but the shares are more likely to lag the S&P 500 until the report expected around 9 December 2026 shows the $28.7 million backlog turning into revenue growth.AZZLow AZZ Inc.'s galvanizing recovery is real, but the shares sit under their 50- and 200-day averages and are more likely to lag the S&P 500; the fiscal third-quarter report, expected around 7 January 2027, decides whether the raised guidance…BHEBenchmark ElectronicsLow Benchmark Electronics' shares are more likely to lag the S&P 500 over three months: they closed at $64.81 on 12 November 2026, down 20.6% in three months, despite a 28 October 2026 beat and raised outlook; the early-2027 fourth-quarter…CEVALow Ceva, Inc. missed its third-quarter revenue guidance and cut implied 2026 growth to about 11%, so its shares are more likely to lag the S&P 500. The February 2027 fourth-quarter report shows whether the guided record quarter of about $36…CIENCienaLow Ciena Corporation's shares are more likely to lag the S&P 500 over three months: optical orders look intact, but the stock closed at $293.99 on 12 November 2026, below falling moving averages. The fiscal-fourth-quarter report, estimated…CLPTClearPoint NeuroLow ClearPoint Neuro is more likely to lag the S&P 500 over three months: its fortunes ride on uniQure's Huntington's application, and its own 2026 revenue guide has been cut twice. The full-year report and the FDA's 1 May 2027 target date…CLSCelesticaLow Celestica is more likely to lag the S&P 500 over three months. Its AI-datacenter hardware business set a $40.0 billion 2027 revenue outlook on 26 October 2026, but the shares closed at $254.03 on 12 November 2026, still below their 50-day…COHULow Cohu's AI-chip test business keeps beating guidance, but its shares broke down with semiconductor-equipment stocks in November 2026 and are more likely to lag the S&P 500 over three months; the fourth-quarter report due around February…CRDOCredo Technology Group HoldingLow Credo Technology's revenue is still more than doubling, but the shares are down 57.1% from the June high after a sector-wide chip rout; the fiscal second-quarter report, expected about 1 December 2026 against a $525–535 million guide,…CRSCarpenter TechnologyLow Carpenter Technology still guides fiscal 2027 operating income of $850–880 million, but sales missed and analysts cut targets, so the shares at $297.37 are more likely to lag the S&P 500; the late-January 2027 report decides it.ELEElemental RoyaltyLow Elemental Royalty's third-quarter sales missed forecasts and Orion debt lifted leverage to about 2.5 times EBITDA, so the shares are more likely to lag the S&P 500. The Generation sale and a Caserones recovery in fourth-quarter results…FETForum Energy TechnologiesLow Forum Energy Technologies beat third-quarter profit estimates, but flat fourth-quarter guidance and drilling orders below revenue leave the shares more likely to lag the S&P 500; the fourth-quarter report, estimated for late February 2027,…FORMFormFactorLow FormFactor's shares are more likely to lag the S&P 500: they closed at $95.78 on 11 November 2026, down 27.3% in three months despite a beat-and-raise quarter. Fourth-quarter revenue against the $275–$295 million guide, due around 4…GLWCorningLow Corning's shares are more likely to lag the S&P 500 as AI-infrastructure stocks sell off, even with fiber sales up 44% in Q3 2026; the Q4 report around 27 January 2027 is the next test.IBKRInteractive Brokers GroupLow Interactive Brokers' shares are more likely to lag the S&P 500 over three months: October trading was 4% below a year earlier and client equity fell 4% from September. The November metrics, due around 1 December 2026, show whether both…ICHRIchor HoldingsLow Ichor Holdings' shares are more likely to lag the S&P 500 over three months: third-quarter operating cash flow was negative $28.8 million and inventory rose, even though customer Applied Materials reported record revenue on 12 November…IESCIES HoldingsLow IES Holdings' data-center electrical backlog is real, but the shares closed at $177.32 on 11 November 2026, 56.6% below the 52-week high, and are more likely to lag the S&P 500. The fiscal fourth-quarter report, expected near 20 November…INDIindie SemiconductorLow indie Semiconductor's third-quarter core revenue met its target, but about $430 million of debt and GAAP losses leave the shares more likely to lag the S&P 500; fourth-quarter core revenue against the roughly $47 million guide settles it.INODInnodataLow Innodata is more likely to lag the S&P 500 over three months: third-quarter revenue rose 53% to $95.6 million, but a large customer program ended in mid-October and margins fell; the fourth-quarter report, expected around 26 February 2027,…KCKingsoft Cloud HoldingsLow Kingsoft Cloud's shares are more likely to lag the S&P 500: AI-cloud billings and a first operating profit have not stopped a 25.3% three-month fall; the 24 November 2026 Q3 report shows whether the profit repeats.KEYSKeysight TechnologiesLow Keysight Technologies' record AI-network test orders back the business, but the shares are more likely to lag the S&P 500 over three months after a 22.0% fall from the high; the 19 November 2026 report on revenue and fiscal 2027 guidance…MDBMongoDBLow MongoDB's shares are more likely to lag the S&P 500 over three months: its cloud database grew 30% last quarter, but it has had no permanent CEO since 28 September 2026. The 1 December 2026 third-quarter report is the next test.MQMarqetaLow Marqeta's revenue growth is slowing to 3–5% and Cash App issuance will shrink further in 2027, so the shares are more likely to lag the S&P 500; the 2027 outlook due in February settles whether gross profit growth recovers.MRXMarex GroupLow Marex Group's profit is growing fast, but the shares are more likely to lag the S&P 500: the Q3 margin slipped to 23.7% and net interest income fell. The fourth-quarter report, estimated for early 2027, settles whether both turn up.MTSIMACOM Technology Solutions HoldingsLow MACOM beat its fiscal fourth-quarter guide and guided fiscal first-quarter revenue to $450–460 million, yet the shares are more likely to lag the S&P 500 over three months. The chip group is in a bear market and book-to-bill cooled to 1.4;…MXLMaxLinearLow MaxLinear's shares are more likely to lag the S&P 500 over three months: guidance is strong, but the stock trades with a volatile optical group; the fourth-quarter report, expected around 28 January 2027, decides it.NESRNational Energy Services ReunitedLow National Energy Services Reunited, a Middle East and North Africa oilfield-services provider, is more likely to lag the S&P 500 over three months: third-quarter revenue fell 3.1% and cash flow turned negative. The fourth-quarter report,…PEverpureLow Everpure's shares look more likely to lag than lead the S&P 500: storage stocks are selling even strong results, and the shares fell 16.4% on 5 November 2026. The 18 November 2026 third-quarter report settles whether results back the…PAYPaymentus HoldingsLow Paymentus, the bill-payment processor, is more likely to lag the S&P 500 over three months: third-quarter revenue growth slowed to 19.8% despite a profit beat, and the fourth-quarter report, expected near late February 2027, settles…PDFSPDF SolutionsLow PDF Solutions' third-quarter Platform revenue grew 22% and the 20% growth target stands, but backlog fell to $247.2 million, so the shares stay a modest lagging case until year-end backlog is reported.PDSPrecision DrillingLow Precision Drilling's rig recovery is real but largely reflected in its shares, which face no company report before about 11 February 2027, so they are more likely to lag the S&P 500 over three months; that fourth-quarter report settles…PENGPenguin SolutionsLow Penguin Solutions' AI-memory growth case is intact on the numbers, with fiscal 2027 guidance affirmed on 4 November 2026 and SK Hynix now a 9.1% holder, but the shares closed at $45.70 on 9 November 2026 on financing and inventory worries.…POWLPowell IndustriesLow Powell Industries' shares are more likely to lag the S&P 500 over three months: the record $2.4 billion backlog has not yet shown up in revenue, and the shares are down 33.6% in three months. The fiscal fourth-quarter report after the…RMBSRambusLow Rambus's server-memory chip growth is real, but the shares are more likely to lag the S&P 500 over three months: they closed at $84.97 on 12 November 2026, under the 50-day and 200-day averages. Nvidia's 17 November 2026 report and…SMTCSemtechLow Semtech's shares are more likely to lag the S&P 500 over three months: they closed at $119.44 on 12 November 2026, down 14.9%, despite a raised outlook. The report after the close on 23 November 2026 settles whether sales and data-center…SNPSSynopsysLow Synopsys' AI chip-design growth plan and fiscal 2027 revenue guide of $11.1–11.2 billion still stand, and the shares have recovered to $466.97. The fourth-quarter report on 8 December 2026 decides whether the guide holds.SPXCSPX TechnologiesLow SPX Technologies' cooling backlog passed $1.1 billion, but a cut to 2026 HVAC margin guidance leaves the shares below both moving averages and more likely to lag the S&P 500 over three months; the fourth-quarter report, expected around…STXSeagate Technology HoldingsLow Seagate Technology's shares are more likely to lag the S&P 500, because they trade on swinging AI-hardware sentiment while record margins are already reported; Nvidia's 17 November 2026 report and Seagate's late-January fiscal Q2 2027…TERTeradyneLow Teradyne's shares are more likely to lag the S&P 500 over the next three months because its chip-test revenue has flattened near $1.3 billion a quarter. Nvidia's 17 November 2026 report and Teradyne's late-January results show whether 2027…TKNOAlpha TeknovaLow Alpha Teknova's third-quarter revenue rose 22% and it raised 2026 guidance to $46-48 million, but the shares at $8.55 already sit near the $8.75 consensus target; 2027 guidance due with full-year results in early 2027 decides the next move.TSEMTower SemiconductorLow Tower Semiconductor's shares are more likely to lag the S&P 500 over three months: they closed at $157.86 on 12 November 2026, 40.5% below three months earlier, despite record results. The fourth-quarter report, expected around February…TSSITSSLow TSS, Inc. passed its third-quarter test: record AI rack integration revenue of $16.1 million and a raised profit outlook. The shares still closed at $6.96 on 10 November, so fourth-quarter integration revenue now has to prove the recovery.UCTTUltra Clean HoldingsLow Ultra Clean Holdings, a gas delivery and process module supplier to chip-equipment makers, is more likely to lag the S&P 500 over three months: record sales have not become cash and equity sales continue. The fourth-quarter report,…UROYUranium RoyaltyLow Uranium Royalty Corp. is more likely to lag the S&P 500 over three months: earnings came from one-off uranium-inventory sales, and a $40.0 million bridge loan falls due 31 January 2027. The fiscal second-quarter report, expected around…VCYTVeracyteLow Veracyte's profitable test business was repriced after its 4 November 2026 report showed Decipher prostate growth of 12% and a mid-single-digit 2027 revenue preview. The fourth-quarter Decipher volume report decides whether growth has…VICRVicorLow Vicor Corporation's patent royalties lifted third-quarter revenue to $197.1 million, but guidance implies a lower fourth quarter and the shares are more likely to lag the S&P 500; the late-February 2027 report settles whether royalties…WDCWestern DigitalLow Western Digital is more likely to lag the S&P 500 than lead it while fears of curbs on AI data centers outweigh its strong December-quarter guide. Nvidia's 17 November 2026 report and late-January 2027 results settle whether the $5.0–5.2…WLFCWillis Lease FinanceLow Willis Lease Finance, an aircraft-engine lessor, is more likely to lag the S&P 500 over three months: record lease rent of $84.4 million is offset by utilization of 83.2% and a 55% profit drop. Fourth-quarter results, expected around March…