Momentum leaders · current
US momentum leaders — August 2026
As of 2026-08-07
UTZ leads August's momentum board with a score of 83.645, built on an 83.593% one-month and 85.008% three-month return, ahead of EFOR (74.051) and BXC (73.199). The largest three-month runs sit in healthcare CDNA at 115.742% and HELP at 113.67% but those two also carry the weakest acceleration readings on the board (23.123 and 47.939), while the freshest moves are elsewhere: UROY scores 55.42 on a 55.804% month…
M&A event fully fired: Intersnack's $14.25/share all-cash take-private (announced 2026-07-21) gapped UTZ ~90% and pinned it at the offer. No…
Legacy IT-services base re-rating on an AI-delivery pivot: the 2026-07-29 Q2 beat (adj EPS $0.91 vs $0.82) plus a $115M Army DEVCOM AI award drove…
Housing-distribution margin inflection in a 7.86M-share float: the 2026-07-13 Trex distribution award plus a 2026-08-04 Q2 beat (adj EPS $1.15 vs…
Post-dilution CNS microcap re-firing with the psychedelic cohort (ATAI, CMPS all moving 2026-07-16) after a June social-velocity blowoff and a…
The "agentic AI kills seat-based software" de-rating just reversed: Q4 FY26 (2026-08-06) put cloud +31% and $6,606M subscription ARR behind the…
Post-divestiture Mativ is being repriced as a self-help deleveraging story: the 2026-08-05 Q2 print delivered record adj EBITDA of $75.0M at a…
MolDX overhang lifted 2026-07-16, then the 2026-07-30 print converted policy into numbers: FY2026 revenue guide raised to $490–500M from…
shares gapped ~29% to a 52-week high. The next confirming datapoint is not until the ~late-October Q3 update.
Busted vertical-SaaS name re-rating on cash return: the 2026-07-29 Q2 print showed +3.0% organic and an affirmed FY26 guide with upper-half…
Beaten-down UCaaS name popped ~24% on a 2026-07-23 Q2 beat-and-raise plus an OpenAI-adoption headline. But sell-side stayed Neutral (PTs $40–43),…
A pure-play uranium royalty became a diversified US land-and-royalty vehicle on 2026-07-27 when the Sweetwater arrangement closed, relisting on…
Automation-and-buyback operating-leverage story re-rating a de-rated HCM name: Q2 (2026-08-05) beat revenue $531.2M vs $513.1M and EPS $2.78 vs…
Small-cap oilfield-equipment operating-leverage re-rating: the 2026-07-30 Q2 beat ($1.16 adj EPS vs $0.56 est) plus an FY26 revenue guide lifted…
First full combined quarter post-Kito Crosby beat hard (adj EPS $0.61 vs $0.27 est) and drove a guidance raise on all three lines on 2026-07-30;…
Cyclical staffing earnings inflection: Q2 beat (adj EPS $0.99 vs $0.95; rev $4.86B vs $4.72B) plus an above-street Q3 guide ($0.96–1.06 vs $0.88)…
Q2 (2026-08-06) turned Manitowoc from a levered crane laggard into an earnings-inflection name: orders +56% to $709M, backlog above $1B for the…
Pure-play SBS paperboard cycle inflection: two announced $60/ton price increases plus ~300kt of industry capacity out YTD took Q3 adjusted EBITDA…
Busted-merger workout losing its bid: the +48% June bounce to $14.87 (on a speculative Amazon-bolt-on thesis) has faded ~13% to ~$13,…
Sell-side discovery leg is spent: three Strong Buys with a $30.67 average against $28.68 (2026-07-17) leaves ~7% to consensus. The July 13 warrant…
Post-print re-rating: Q2 2026 revenue $411.6M (+27.6% YoY), gross margin 25.6% vs 23.9%, and a new $120M buyback carried GCT to a 52-week-high…
Activist-driven re-rate on a cheap professional-services roll-up: Reference Equity's July 7 letter to halt buybacks and resume M&A drove a +9.3%…
Margin-inflection leg: Q2 FY26 (2026-08-06) delivered adj EPS $0.23 vs $0.07 consensus, a record 33.2% gross margin and an FY26 EPS guide of…
Post-collapse deleveraging read: Q3 FY26 (2026-08-07) beat at $271.7M revenue and $0.56 adj EPS vs $0.27, and the FY26 adj EPS guide went to…
Margin-repair turnaround at a non-prime installment lender: the 2026-08-05 Q2 print beat at $0.42 adj EPS vs $0.33, FY adj EBITDA guide was raised…
Legacy oilfield chemistry re-rating into a power/measurement business: Data Analytics hit 51% of gross profit in Q2 2026, the 2026-08-03 PREPA…
TiO2 cyclical inflection printed 2026-08-05: Q2 EPS $0.13 vs -$0.04 consensus, sales $558.1M vs $502.3M, segment profit $41.0M vs $10.9M. The 10-Q…
Oatly doubled its FY2026 constant-currency revenue growth guide to 8–10% from 3–5% on 2026-07-22 and printed positive adjusted EBITDA (+$0.4M).…
ICE's $167.00 all-cash agreement signed 2026-07-30 converted MKTX into a spread instrument: the 2026-08-07 close of $162.53 leaves $4.47 gross…
Since MIMEDX's 2026-07-29 definitive agreement ($33.00 cash + 0.4735 MDXG shares, ~$35 headline, ~$350M EV), SMTI trades as a merger-arb…
Single-asset schizophrenia story re-rating on the 2026-07-22 pull-forward of NOVA-2 Phase 3 topline to H1 2027 plus a $150M crossover round at…
Legacy expense-SaaS pivot re-rated on the 2026-08-06 Q2 print: revenue $33.9M beat $33.688M, paid-member decline halved to -2% YoY, FY26 FCF guide…
Legacy B2B data business attempting to re-rate as an AI go-to-market platform. Q2 (2026-08-05) beat and raised on 1.2% revenue growth, 89% NRR and…
Beaten-down insulin-pump turnaround; the whole re-rate hinges on the tubeless Mobi ("Toby") 510(k) — planned for a Q2 filing but still unconfirmed…
Pharma copay-affordability leg compounding: Q1 (2026-05-12) patient-affordability revenue +82% YoY to $15.7M, pharma overtook plasma as largest…
US trade-remedy leg: the 2026-08-03 USITC affirmative vote forces AD/CVD orders on Australian and Norwegian silicon metal, on top of Angola/Laos…
Post-derate re-rating accelerating after the 2026-08-04 Q2 print: adj EPS $4.37 vs $3.75 est, contract-value growth up 70bps sequentially, FY26…
Levered small-cap industrial re-rating on AI/electrical-infrastructure demand: the 2026-08-05 Q2 beat (adj EPS $0.93 vs $0.81) plus a second FY26…
Margin re-rate, three days old: Q2 gross margin 48.4% (+800bps) and a four-way FY2026 guidance raise on 2026-08-05 drove a ~39% single-session…
Growth re-acceleration narrative flipped live on the 2026-08-06 Q2 print: revenue +28.8% to $196.6M, FY2026 guide raised to $757.318M from…
Mix-shift re-rating: AI Services hit $66.1M (+25.8%) in Q2 CY2026 on 2026-08-05 — seventh straight quarter above 25% — and is guided above 30% YoY…
Electric-aviation scale-up narrative re-accelerating: a $3.9B/991-unit backlog, the 2026-08-04 EXIM intent for up to $1B, and a July run of GE…
Spintronics micro-cap re-rated ~52% in one session on a step-change quarter — revenue +81% to $11.034M, gross margin 81.3%, EPS $1.32 (2026-07-22)…
Agentic-AI attach on a compliance-locked professional-firm base: Celeste launched 2026-07-15, Q4 FY26 (2026-08-04) beat with cloud ARR $495.7M…
Blowout Q2 on 2026-08-04 (adj EPS $6.35 vs $4.36; FY26 EPS guide $18.30–18.70 → $20.75–21.25) re-rated ZBRA to a 52-week high on a…
Legacy GEO operator re-rating on a funded LEO pivot: 2026-08-04 C$2.3B, 15-year Canadian Arctic Mil-Ka contract expands Lightspeed 156→225…
Vector AI ad-engine turnaround still re-rating — Wedbush lifted its target to $36 on 2026-07-22, extending the analyst cluster past the late-June…
FCC's 2-1 repeal of the 39% national TV ownership cap (2026-08-05/06) plus a Q2 beat-and-raise (revenue $839M vs $794.133M est; Q3 guided…
All-cash $105 Mapfre buyout signed 2026-07-23; the +37.58% announcement gap already fired, so SAFT is now a ~4.6% merger-arb spread into a Q1 2027…
"3-mo price move" is the stock's market price change, not an orbyd return.
How this board is built
Every name in the US equity universe is scored on cross-sectional 3-month price momentum by a frontier model and ranked highest-first. The board reflects price moves already made, not a forecast. Each covered name links to its dated research dossier — thesis, invalidation trigger, archetype and catalyst.
Questions
- What are the hottest US stocks right now?
- As of 2026-08-07, the US names with the strongest 3-month price momentum on orbyd are UTZ, EFOR, BXC, HELP. This is a momentum ranking of price moves already made — research, not advice.
- How is this momentum ranking built?
- A frontier model scores every name in the US equity universe on cross-sectional 3-month price momentum, then ranks them highest-first. Each covered name links to its dated research dossier. Methodology is open.
- Is a high ranking a recommendation?
- No. The board reflects price moves that have already happened, not a forecast or a recommendation. It is educational research, not investment advice.
As of 2026-08-07 · research, not advice.