Stocks · Conviction
High conviction · 2 research notes
2 stocks our research rates High: more likely to lead the S&P 500 over the next three months, on strong evidence. Each has a dated research note with its thesis, kill line and next catalyst.
Both 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 stocksAZTAAzentaHigh Azenta is more likely to beat the S&P 500 over three months because its fiscal 2027 plan, issued 10 November 2026, adds 3% to 5% organic growth and a wider margin. The fiscal first-quarter report, expected around early February 2027, shows…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…