MARKET QUANTITATIVE RESEARCH NOTE · GLOBAL MARKETS US ET: 2026-08-24 · 5D ROBUST ATTRIBUTION MODEL · FOR RESEARCH ONLY

US Equity Multi-Factor Resonance Market Research Report

Market Regime
Mild Bearish
Universe (Avg Vol > 1M)
1422 Liquid Equities (Up/Down Ratio 46.4% / 52.7%)
Max 1D Gain (Divergence)
ALVO $5.25 (+18.51%)
Top Bearish Pick
AAOI $107.63 (-13.77%)
01

Market Environment & Macro Backdrop

Macro Call & Market Regime

The market operates under a "Mild Bearish" regime. Across 1422 high-liquidity universe, 660 stocks advanced (46.4%) and 749 declined (52.7%), displaying clear factor and industry dispersion.

The US equity macro regime operates under a "Mild Bearish" posture (Composite momentum score -0.07). Across 1422 high-liquidity equities, 660 advanced (46.4%) and 749 declined (52.7%). Capital flows showed distinct sector rotation, favoring 5D-resonant leaders in Biotechnology, Air freight/Couriers, Precious metals while Semiconductors, Motor vehicles, Alternative power generation experienced selective decompression.

Recent Catalysts & Intelligence Summary

Macroeconomic expectations continue to steer sector rotation and liquidity dispersion. Institutional capital prioritized fundamental cash-flow generative assets with visible 5D resonance confirmation.

SPY S&P 500 Mild Bearish
763.47 -0.29%
Trend Score: -1

S&P 500 ETF (SPY) declined -0.29%, operating under a "Mild Bearish" posture.

QQQ Nasdaq 100 Strong Bearish
706.32 -1.00%
Trend Score: -2

Nasdaq 100 ETF (QQQ) declined -1.00%, operating under a "Strong Bearish" posture.

DIA Dow Jones Mild Bullish
533.65 +0.27%
Trend Score: 1

Dow Jones ETF (DIA) advanced +0.27%, operating under a "Mild Bullish" posture.

IWM Russell 2000 Strong Bearish
297.97 -0.66%
Trend Score: -2

Russell 2000 ETF (IWM) declined -0.66%, operating under a "Strong Bearish" posture.

02

Thematic Clusters & Sector Rotation

Bullish Thematic Clusters

【Specialty stores & Food: specialty/candy】Bullish Momentum Cluster
Win Rate 77.2% Z-Score +5.59 Avg Move +1.15% 114 Equities

Top-performing bullish momentum cluster across 114 equities with 77.2% win rate, z-score +5.59, and 1-month return +1.8%. Institutional capital concentrated aggressively into Specialty stores & Food: specialty/candy, driven by aggressive tactical momentum inflows.

Industry Intelligence

Real-time industry telemetry notes headline "De Lisle Partners LLP Acquires New Position in Modine Manufacturing Company $MOD" (Source: marketbeat.com) reinforcing upside momentum across Specialty stores & Food: specialty/candy leaders.

【Real estate investment trusts & Major banks】Bullish Momentum Cluster
Win Rate 63.6% Z-Score +4.95 Avg Move +0.51% 341 Equities

Top-performing bullish momentum cluster across 341 equities with 63.6% win rate, z-score +4.95, and 1-month return +2.7%. Institutional capital concentrated aggressively into Real estate investment trusts & Major banks, driven by aggressive tactical momentum inflows.

Industry Intelligence

Real estate investment trusts & Major banks sector recorded a daily mean return of +0.51% (1M +2.7%) with 63.6% breadth, supported by solid capital inflows.

【Electric utilities & Gas distributors】Bullish Momentum Cluster
Win Rate 73.9% Z-Score +2.44 Avg Move +0.45% 46 Equities

Top-performing bullish momentum cluster across 46 equities with 73.9% win rate, z-score +2.44, and 1-month return -3.6%. Institutional capital concentrated aggressively into Electric utilities & Gas distributors, driven by aggressive tactical momentum inflows.

Industry Intelligence

Electric utilities & Gas distributors sector recorded a daily mean return of +0.45% (1M -3.6%) with 73.9% breadth, supported by solid capital inflows.

Leaders: AWK EIX PCG WTRG SRE PPL DUK ES

Bearish Thematic Clusters

【Semiconductors & Aerospace & defense】Decompression Underperformance Cluster
Win Rate 90.2% Z-Score -3.27 Avg Move -3.46% 133 Equities

Notable market underperformer across 133 equities with 90.2% win rate, z-score -3.27, and 1-month decline +1.6%. Capital rotated away from Semiconductors & Aerospace & defense, facing near-term profit-taking and tactical rebalancing.

Industry Intelligence

Real-time industry telemetry notes headwind "S&P, Nasdaq futures slip as markets await Iran sanctions, Nvidia results" (Source: reuters.com) driving tactical de-risking across Semiconductors & Aerospace & defense proxies.

【Packaged software & Biotechnology】Decompression Underperformance Cluster
Win Rate 58.2% Z-Score -2.08 Avg Move -0.80% 397 Equities

Notable market underperformer across 397 equities with 58.2% win rate, z-score -2.08, and 1-month decline +9.5%. Capital rotated away from Packaged software & Biotechnology, under medium-term fundamental decompression.

Industry Intelligence

Real-time industry telemetry notes headwind "Six investors reveal the biggest market risks — and one strategy they agree on" (Source: cnbc.com) driving tactical de-risking across Packaged software & Biotechnology proxies.

【Industrial machinery & Electrical products】Decompression Underperformance Cluster
Win Rate 82.8% Z-Score -1.26 Avg Move -2.40% 64 Equities

Notable market underperformer across 64 equities with 82.8% win rate, z-score -1.26, and 1-month decline -0.5%. Capital rotated away from Industrial machinery & Electrical products, facing near-term profit-taking and tactical rebalancing.

Industry Intelligence

Industrial machinery & Electrical products sector experienced a daily mean decline of -2.40% (1M -0.5%) with 82.8% breadth, indicating defensive posture.

03

Stock Summary & Key Insights

Bullish Leaders

Bullish selections center on 【Biotechnology (ALVO)】, 【Air freight/Couriers (CART)】, 【Precious metals (IAG, BTG, EQX)】, locking in robust 4/5 to 5/5 strong resonance. 【Bullish Divergence Note】Monitor standalone surging outlier: while Biotechnology declined (-0.60%), ALVO surged +18.51%, incurring D2 divergence deductions (-2.0).

  • ALVO (+18.51%) Divergent (Biotechnology) — Score 29.1 2/5: 【Bullish Sector Divergence】ALVO (Alvotech) in Biotechnology surged +18.51% on 3.40x volume [View More →]
  • CART (+3.91%) (Air freight/Couriers) — Score 85.2 4/5: [52W Breakout] CART (Maplebear Inc.) operates as a Bullish Leader in Transportation - Air freight/Couriers, moving +3.91% on 0.83x volume [View More →]
  • IAG (+3.12%) (Precious metals) — Score 86.6 4/5: [3M Breakout] IAG (Iamgold Corporation) operates as a Bullish Leader in Non-energy minerals - Precious metals, moving +3.12% on 1.15x volume [View More →]
  • BTG (+3.62%) (Precious metals) — Score 85.6 4/5: [3M Breakout] BTG (B2Gold Corp) operates as a Bullish Leader in Non-energy minerals - Precious metals, moving +3.62% on 1.69x volume [View More →]
  • MA (+3.31%) (Finance/Rental/Leasing) — Score 86.0 4/5: [ATH High] MA (Mastercard Incorporated) operates as a Bullish Leader in Finance - Finance/Rental/Leasing, moving +3.31% on 1.14x volume [View More →]

Bearish Trends

Bearish watchlist centers on 【Semiconductors (AAOI, AEVA)】, 【Motor vehicles (XPEV)】, 【Alternative power generation (FRVO)】, reflecting multi-dimensional breakdown and margin decompression.

  • AAOI (-13.77%) (Semiconductors) — Score 77.8 4/5: AAOI (Applied Optoelectronics, Inc.) operates as a Bearish Underperformer in Electronic technology - Semiconductors... [View More →]
  • XPEV (-8.53%) (Motor vehicles) — Score 88.3 4/5: [Breakdown Low] XPEV (XPeng Inc.) operates as a Bearish Underperformer in Consumer durables - Motor vehicles, moving -8.53% on 4.19x volume [View More →]
  • FRVO (-8.57%) (Alternative power generation) — Score 86.6 4/5: FRVO (Fervo Energy Company) operates as a Bearish Underperformer in Utilities - Alternative power generation, moving -8.57% on 1.01x volume [View More →]
  • FLNC (-4.23%) (Electrical products) — Score 87.5 4/5: [Breakdown Low] FLNC (Fluence Energy... [View More →]
  • AEVA (-10.01%) (Semiconductors) — Score 82.6 4/5: AEVA (Aeva Technologies, Inc.) operates as a Bearish Underperformer in Electronic technology - Semiconductors... [View More →]
Portfolio Strategy & Risk Guidance

Favor 5-D resonant leaders supported by robust balance sheets and fortress cash flows, while enforcing strict volatility controls against idiosyncratic shocks.

04

5D Attribution Bullish Stock Research

Below are the Top 10 bullish leaders selected across 5D cross-sectional scores and thematic momentum.

Bullish Sector Divergence Alert (Standalone Surge)
Industry [Biotechnology] averaged -0.60% (ratio 35.5%), but this equity rallied sharply against the sector trend with D2 deductions (-2.0).
BULLISH ALVO Divergent Alvotech Health technology / Biotechnology
$5.25 +18.51%
SCORE
29.1
2/5

【Bullish Sector Divergence】ALVO (Alvotech) in Biotechnology surged +18.51% on 3.40x volume. Intraday action showed a strong bullish drive (+9.6% from open, +2.8% vs VWAP). Broader Biotechnology sector dropped -0.60%. 5-D attribution flags an acute D2 Sector Clustering penalty (-2.0 penalty, score 29.1). Event attribution confirms an idiosyncratic catalyst driving the standalone breakout.

Primary Catalysts & Event Attribution (Real-Time Intelligence)

While the broader Biotechnology sector declined by -0.60%, ALVO surged +18.51%. Real-time market intelligence flags standalone headline "Morning Preview: August 24, 2026" (Source: investrade.com) driving idiosyncratic price discovery, incurring D2 sector divergence deductions (-2.0).

Relative Volume (1D)
3.40x
Volume Change % (1D)
+40.06%
Chaikin Money Flow (20D)
0.306
Money Flow Index (14D)
82.98
RSI (14D)
79.40
Trend ADX (14D)
30.60
1-Week Return %
+18.51%
1-Month Return %
+27.43%
Opening Gap %
+8.13%
Dist. to 52W High %
-43.20%
Piotroski F-Score
1/9
Altman Z-Score
-1.17
Change from Open %
+9.60%
VWAP Deviation %
+2.78%
Turnover (USD)
$16.69M
Free Float %
+44.47%
EV/EBITDA
38.97
P/FCF
0.00
Sloan Ratio %
+10.41%
Zmijewski Score
2.55
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
1.2 ✗ Fail
D2 Sector Drift (25%)
-2.0 ✗ Fail
D3 Capital Flow (25%)
2.0 ✓ Pass
D4 Price Action (15%)
1.3 ✓ Pass
D5 Fundamental Support (15%)
-3.2 ✗ Fail
Company Fundamentals & Competitive Moat
Business Model

Alvotech operates within the Biotechnology space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Biotechnology; Weak Piotroski F-score of 1/9 reflects fragile fundamental health, reinforcing its competitive moat.

Key Competitors

Amgen (AMGN), Gilead Sciences (GILD), Moderna (MRNA)

Market Position & Pricing Power

Holds an established presence within the Biotechnology segment of the broader Health technology sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Biotechnology and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.31); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $491.95M -12.2% YoY
Net Income (TTM) -$179.59M -308.6% YoY
EPS (TTM) $-0.56 -365.5% YoY
Gross Margin +60.4%
Operating Margin +9.1%
ROE +0.0%
R&D Intensity +28.0%
Valuation Multiples
EV/EBITDA 39.0x
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 35.5
P/S Ratio 3.21
P/B Ratio 0.00
Shareholder Yield -7.6%
Cash Flow & Balance Sheet
FCF (TTM) -$261.38M Q -$47.65M
Operating CF -$198.70M
EBITDA (TTM) $86.19M
Net Debt $1.31B
Current / D/E 1.65 · D/E:0.00
Piotroski / Altman 1/9 · Z:-1.17
Sloan / Zmijewski +10.4% Risk · Zm:2.55
Valuation Insight: EV/EBITDA of 39.0x reflects a growth premium, requiring sustained earnings execution.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $6.47 $5.5 ~ $7.4
Implied Return +23.27%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Biotechnology supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $0.01 / -99.81%); next earnings expected on Nov 11, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)3.40xVolume Change % (1D)+40.06%
Chaikin Money Flow (20D)+0.306Money Flow Index (14D)82.98
RSI (14D)79.40Trend ADX (14D)30.60
1-Week Return %+18.51%1-Month Return %+27.43%
Opening Gap %+8.13%Dist. to 52W High %-43.20%
Piotroski F-Score1 / 9Altman Z-Score-1.17
Change from Open %+9.60%VWAP Deviation %+2.78%
Turnover (USD)$16.69MFree Float %+44.47%
EV/EBITDA38.97P/FCF0.00
Sloan Ratio %+10.41%Zmijewski Score2.55
BULLISH CART Maplebear Inc. Transportation / Air freight/Couriers
$51.78 +3.91%
SCORE
85.2
4/5

[52W Breakout] CART (Maplebear Inc.) operates as a Bullish Leader in Transportation - Air freight/Couriers, moving +3.91% on 0.83x volume. Intraday action showed a strong bullish drive (+3.9% from open, +1.6% vs VWAP). Registered 4/5 resonance (score 85.2).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Air freight/Couriers capital rotation, CART exhibited solid momentum (+3.91%) with clear 5-D attribution confirmation.

Relative Volume (1D)
0.83x
Volume Change % (1D)
+24.08%
Chaikin Money Flow (20D)
0.221
Money Flow Index (14D)
59.28
RSI (14D)
63.97
Trend ADX (14D)
22.25
1-Week Return %
+3.91%
1-Month Return %
+16.10%
Opening Gap %
+0.02%
Dist. to 52W High %
-0.30%
Piotroski F-Score
6/9
Altman Z-Score
6.90
Change from Open %
+3.89%
VWAP Deviation %
+1.62%
Turnover (USD)
$200.08M
Free Float %
+82.17%
EV/EBITDA
14.35
P/FCF
10.96
Sloan Ratio %
-18.35%
Zmijewski Score
-3.35
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
1.1 ✗ Fail
D2 Sector Drift (25%)
1.2 ✓ Pass
D3 Capital Flow (25%)
1.1 ✓ Pass
D4 Price Action (15%)
0.8 ✓ Pass
D5 Fundamental Support (15%)
0.9 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Maplebear operates within the Air freight/Couriers space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Air freight/Couriers; Piotroski F-score of 6/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

DoorDash (DASH), United Parcel Service (UPS), FedEx Corporation (FDX)

Market Position & Pricing Power

Holds an established presence within the Air freight/Couriers segment of the broader Transportation sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Air freight/Couriers and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.22); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $3.99B +12.6% YoY
Net Income (TTM) $480.00M -4.3% YoY
EPS (TTM) $1.82 +4.8% YoY
Gross Margin +72.0%
Operating Margin +16.7%
ROE +16.0%
R&D Intensity +17.5%
Valuation Multiples
EV/EBITDA 14.4x
P/FCF Ratio 11.0x
P/E (TTM) 28.5
Forward P/E 19.9
P/S Ratio 3.11
P/B Ratio 5.19
Shareholder Yield +15.5%
Cash Flow & Balance Sheet
FCF (TTM) $1.18B Q $481.00M
Operating CF $1.23B
EBITDA (TTM) $784.00M
Net Debt -$933.00M
Current / D/E 2.28 · D/E:0.01
Piotroski / Altman 6/9 · Z:6.90
Sloan / Zmijewski -18.3% · Zm:-3.35
Valuation Insight: EV/EBITDA of 14.4x provides reasonable valuation support relative to industry peers.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $58.15 $49.4 ~ $66.9
Implied Return +12.31%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Air freight/Couriers supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $46.04 / -11.09%); next earnings expected on Nov 17, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)0.83xVolume Change % (1D)+24.08%
Chaikin Money Flow (20D)+0.221Money Flow Index (14D)59.28
RSI (14D)63.97Trend ADX (14D)22.25
1-Week Return %+3.91%1-Month Return %+16.10%
Opening Gap %+0.02%Dist. to 52W High %-0.30%
Piotroski F-Score6 / 9Altman Z-Score6.90
Change from Open %+3.89%VWAP Deviation %+1.62%
Turnover (USD)$200.08MFree Float %+82.17%
EV/EBITDA14.35P/FCF10.96
Sloan Ratio %-18.35%Zmijewski Score-3.35
BULLISH IAG Iamgold Corporation Non-energy minerals / Precious metals
$21.80 +3.12%
SCORE
86.6
4/5

[3M Breakout] IAG (Iamgold Corporation) operates as a Bullish Leader in Non-energy minerals - Precious metals, moving +3.12% on 1.15x volume. Registered 4/5 resonance (score 86.6).

Primary Catalysts & Event Attribution

Supported by Precious metals sector momentum and headline "Gold rally gains momentum ahead of US inflation, Jackson Hole event" (Source: kitco.com), IAG advanced +3.12% with 5D quantitative confirmation.

Relative Volume (1D)
1.15x
Volume Change % (1D)
+16.09%
Chaikin Money Flow (20D)
0.249
Money Flow Index (14D)
77.20
RSI (14D)
76.32
Trend ADX (14D)
33.76
1-Week Return %
+3.12%
1-Month Return %
+53.63%
Opening Gap %
+1.11%
Dist. to 52W High %
-12.30%
Piotroski F-Score
9/9
Altman Z-Score
5.59
Change from Open %
+1.99%
VWAP Deviation %
+0.65%
Turnover (USD)
$154.65M
Free Float %
+99.77%
EV/EBITDA
5.76
P/FCF
8.24
Sloan Ratio %
-5.91%
Zmijewski Score
-3.74
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
1.2 ✗ Fail
D2 Sector Drift (25%)
0.7 ✓ Pass
D3 Capital Flow (25%)
0.9 ✓ Pass
D4 Price Action (15%)
1.4 ✓ Pass
D5 Fundamental Support (15%)
1.6 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Iamgold Corporation operates within the Precious metals space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Precious metals; Robust Piotroski F-score of 9/9 confirms top-tier balance sheet strength, reinforcing its competitive moat.

Key Competitors

Newmont Corporation (NEM), Agnico Eagle Mines Limited (AEM), Barrick Mining Corporation (B)

Market Position & Pricing Power

Holds an established presence within the Precious metals segment of the broader Non-energy minerals sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Precious metals and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.25); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $3.58B +75.4% YoY
Net Income (TTM) $1.13B +180.6% YoY
EPS (TTM) $1.92 +37.7% YoY
Gross Margin +49.3%
Operating Margin +47.5%
ROE +29.3%
R&D Intensity
Valuation Multiples
EV/EBITDA 5.8x
P/FCF Ratio 8.2x
P/E (TTM) 11.3
Forward P/E 8.4
P/S Ratio 3.33
P/B Ratio 2.85
Shareholder Yield +0.2%
Cash Flow & Balance Sheet
FCF (TTM) $1.54B Q $309.76M
Operating CF $1.90B
EBITDA (TTM) $2.18B
Net Debt $37.36M
Current / D/E 1.71 · D/E:0.12
Piotroski / Altman 9/9 · Z:5.59
Sloan / Zmijewski -5.9% · Zm:-3.74
Valuation Insight: EV/EBITDA of 5.8x provides reasonable valuation support relative to industry peers.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $24.11 $20.5 ~ $27.7
Implied Return +10.57%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Precious metals supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $15.49 / -28.94%); next earnings expected on Nov 10, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.15xVolume Change % (1D)+16.09%
Chaikin Money Flow (20D)+0.249Money Flow Index (14D)77.20
RSI (14D)76.32Trend ADX (14D)33.76
1-Week Return %+3.12%1-Month Return %+53.63%
Opening Gap %+1.11%Dist. to 52W High %-12.30%
Piotroski F-Score9 / 9Altman Z-Score5.59
Change from Open %+1.99%VWAP Deviation %+0.65%
Turnover (USD)$154.65MFree Float %+99.77%
EV/EBITDA5.76P/FCF8.24
Sloan Ratio %-5.91%Zmijewski Score-3.74
BULLISH BTG B2Gold Corp Non-energy minerals / Precious metals
$5.72 +3.62%
SCORE
85.6
4/5

[3M Breakout] BTG (B2Gold Corp) operates as a Bullish Leader in Non-energy minerals - Precious metals, moving +3.62% on 1.69x volume. Intraday action showed a strong bullish drive (+2.1% from open, +0.7% vs VWAP). Registered 4/5 resonance (score 85.6).

Primary Catalysts & Event Attribution

Supported by Precious metals sector momentum and headline "BofA survey says gold is undervalued as bullish speculative interest picks up" (Source: kitco.com), BTG advanced +3.62% with 5D quantitative confirmation.

Relative Volume (1D)
1.69x
Volume Change % (1D)
+45.87%
Chaikin Money Flow (20D)
0.233
Money Flow Index (14D)
89.92
RSI (14D)
77.01
Trend ADX (14D)
34.72
1-Week Return %
+3.62%
1-Month Return %
+52.53%
Opening Gap %
+1.45%
Dist. to 52W High %
-9.00%
Piotroski F-Score
9/9
Altman Z-Score
3.47
Change from Open %
+2.14%
VWAP Deviation %
+0.70%
Turnover (USD)
$234.62M
Free Float %
+94.31%
EV/EBITDA
3.51
P/FCF
53.47
Sloan Ratio %
+6.62%
Zmijewski Score
-3.22
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
0.9 ✗ Fail
D2 Sector Drift (25%)
0.7 ✓ Pass
D3 Capital Flow (25%)
1.4 ✓ Pass
D4 Price Action (15%)
1.3 ✓ Pass
D5 Fundamental Support (15%)
1.1 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

B2Gold operates within the Precious metals space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Precious metals; Robust Piotroski F-score of 9/9 confirms top-tier balance sheet strength, reinforcing its competitive moat.

Key Competitors

Newmont Corporation (NEM), Agnico Eagle Mines Limited (AEM), Barrick Mining Corporation (B)

Market Position & Pricing Power

Holds an established presence within the Precious metals segment of the broader Non-energy minerals sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Precious metals and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.23); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $3.68B +65.3% YoY
Net Income (TTM) $785.99M +159.0% YoY
EPS (TTM) $0.53 +0.0% YoY
Gross Margin +49.1%
Operating Margin +45.9%
ROE +22.1%
R&D Intensity
Valuation Multiples
EV/EBITDA 3.5x
P/FCF Ratio 53.5x
P/E (TTM) 10.7
Forward P/E 6.5
P/S Ratio 2.17
P/B Ratio 1.90
Shareholder Yield +2.3%
Cash Flow & Balance Sheet
FCF (TTM) $159.38M Q -$237.30M
Operating CF $874.20M
EBITDA (TTM) $2.21B
Net Debt $165.85M
Current / D/E 1.58 · D/E:0.11
Piotroski / Altman 9/9 · Z:3.47
Sloan / Zmijewski +6.6% · Zm:-3.22
Valuation Insight: EV/EBITDA of 3.5x provides reasonable valuation support relative to industry peers.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $6.78 $5.8 ~ $7.8
Implied Return +18.56%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Precious metals supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $0.01 / -99.83%); next earnings expected on Nov 11, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.69xVolume Change % (1D)+45.87%
Chaikin Money Flow (20D)+0.233Money Flow Index (14D)89.92
RSI (14D)77.01Trend ADX (14D)34.72
1-Week Return %+3.62%1-Month Return %+52.53%
Opening Gap %+1.45%Dist. to 52W High %-9.00%
Piotroski F-Score9 / 9Altman Z-Score3.47
Change from Open %+2.14%VWAP Deviation %+0.70%
Turnover (USD)$234.62MFree Float %+94.31%
EV/EBITDA3.51P/FCF53.47
Sloan Ratio %+6.62%Zmijewski Score-3.22
BULLISH MA Mastercard Incorporated Finance / Finance/Rental/Leasing
$599.86 +3.31%
SCORE
86.0
4/5

[ATH High] MA (Mastercard Incorporated) operates as a Bullish Leader in Finance - Finance/Rental/Leasing, moving +3.31% on 1.14x volume. Intraday action showed a strong bullish drive (+2.5% from open, +0.9% vs VWAP). Registered 4/5 resonance (score 86.0).

Primary Catalysts & Event Attribution

Supported by Finance/Rental/Leasing sector momentum and headline "The six stocks both hedge funds and mutual funds love - Goldman - Seeking Alpha" (Source: seekingalpha.com), MA advanced +3.31% with 5D quantitative confirmation.

Relative Volume (1D)
1.14x
Volume Change % (1D)
+41.94%
Chaikin Money Flow (20D)
0.100
Money Flow Index (14D)
57.28
RSI (14D)
73.33
Trend ADX (14D)
34.88
1-Week Return %
+3.31%
1-Month Return %
+4.67%
Opening Gap %
+0.75%
Dist. to 52W High %
-0.30%
Piotroski F-Score
5/9
Altman Z-Score
9.25
Change from Open %
+2.54%
VWAP Deviation %
+0.87%
Turnover (USD)
$1.87B
Free Float %
+92.78%
EV/EBITDA
24.46
P/FCF
32.12
Sloan Ratio %
+1.22%
Zmijewski Score
-0.48
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
0.8 ✗ Fail
D2 Sector Drift (25%)
1.1 ✓ Pass
D3 Capital Flow (25%)
1.1 ✓ Pass
D4 Price Action (15%)
1.4 ✓ Pass
D5 Fundamental Support (15%)
0.9 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Mastercard Incorporated operates within the Finance/Rental/Leasing space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Finance/Rental/Leasing; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

Visa (V), American Express Company (AXP), Rocket Companies (RKT)

Market Position & Pricing Power

Holds an established presence within the Finance/Rental/Leasing segment of the broader Finance sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Finance/Rental/Leasing and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.10); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $35.13B +16.2% YoY
Net Income (TTM) $16.26B +18.6% YoY
EPS (TTM) $18.18 +22.6% YoY
Gross Margin +96.6%
Operating Margin +59.2%
ROE +241.5%
R&D Intensity
Valuation Multiples
EV/EBITDA 24.5x
P/FCF Ratio 32.1x
P/E (TTM) 33.0
Forward P/E 28.2
P/S Ratio 14.59
P/B Ratio 93.87
Shareholder Yield +3.6%
Cash Flow & Balance Sheet
FCF (TTM) $16.49B Q $3.59B
Operating CF $17.23B
EBITDA (TTM) $21.99B
Net Debt $12.55B
Current / D/E 1.06 · D/E:4.39
Piotroski / Altman 5/9 · Z:9.25
Sloan / Zmijewski +1.2% · Zm:-0.48
Valuation Insight: EV/EBITDA of 24.5x reflects a growth premium, requiring sustained earnings execution.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $669.11 $568.7 ~ $769.5
Implied Return +11.54%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Finance/Rental/Leasing supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $597.00 / -0.48%); next earnings expected on Oct 22, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.14xVolume Change % (1D)+41.94%
Chaikin Money Flow (20D)+0.100Money Flow Index (14D)57.28
RSI (14D)73.33Trend ADX (14D)34.88
1-Week Return %+3.31%1-Month Return %+4.67%
Opening Gap %+0.75%Dist. to 52W High %-0.30%
Piotroski F-Score5 / 9Altman Z-Score9.25
Change from Open %+2.54%VWAP Deviation %+0.87%
Turnover (USD)$1.87BFree Float %+92.78%
EV/EBITDA24.46P/FCF32.12
Sloan Ratio %+1.22%Zmijewski Score-0.48
BULLISH EQX Equinox Gold Corp. Non-energy minerals / Precious metals
$13.76 +1.70%
SCORE
79.0
4/5

EQX (Equinox Gold Corp.) operates as a Bullish Leader in Non-energy minerals - Precious metals, moving +1.70% on 1.32x volume. Registered 4/5 resonance (score 79.0).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Precious metals capital rotation, EQX exhibited solid momentum (+1.70%) with clear 5-D attribution confirmation.

Relative Volume (1D)
1.32x
Volume Change % (1D)
+4.85%
Chaikin Money Flow (20D)
0.226
Money Flow Index (14D)
84.65
RSI (14D)
76.40
Trend ADX (14D)
23.37
1-Week Return %
+1.70%
1-Month Return %
+53.74%
Opening Gap %
+1.69%
Dist. to 52W High %
-27.40%
Piotroski F-Score
8/9
Altman Z-Score
2.25
Change from Open %
+0.01%
VWAP Deviation %
+0.50%
Turnover (USD)
$231.95M
Free Float %
+95.72%
EV/EBITDA
10.13
P/FCF
150.39
Sloan Ratio %
-3.39%
Zmijewski Score
-2.66
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
0.8 ✗ Fail
D2 Sector Drift (25%)
0.7 ✓ Pass
D3 Capital Flow (25%)
0.8 ✓ Pass
D4 Price Action (15%)
1.2 ✓ Pass
D5 Fundamental Support (15%)
0.7 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Equinox Gold operates within the Precious metals space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Precious metals; Robust Piotroski F-score of 8/9 confirms top-tier balance sheet strength, reinforcing its competitive moat.

Key Competitors

Newmont Corporation (NEM), Agnico Eagle Mines Limited (AEM), Barrick Mining Corporation (B)

Market Position & Pricing Power

Holds an established presence within the Precious metals segment of the broader Non-energy minerals sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Precious metals and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.23); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $3.05B +55.9% YoY
Net Income (TTM) $687.33M +778.4% YoY
EPS (TTM) $0.85 +0.0% YoY
Gross Margin +42.6%
Operating Margin +36.2%
ROE +9.7%
R&D Intensity
Valuation Multiples
EV/EBITDA 10.1x
P/FCF Ratio 150.4x
P/E (TTM) 16.2
Forward P/E 9.3
P/S Ratio 3.58
P/B Ratio 1.71
Shareholder Yield +0.2%
Cash Flow & Balance Sheet
FCF (TTM) $75.93M Q -$15.25M
Operating CF $946.68M
EBITDA (TTM) $1.60B
Net Debt $101.30M
Current / D/E 1.33 · D/E:0.09
Piotroski / Altman 8/9 · Z:2.25
Sloan / Zmijewski -3.4% · Zm:-2.66
Valuation Insight: EV/EBITDA of 10.1x provides reasonable valuation support relative to industry peers.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $17.01 $14.5 ~ $19.6
Implied Return +23.59%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Precious metals supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $7.33 / -46.73%); next earnings expected on Nov 04, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.32xVolume Change % (1D)+4.85%
Chaikin Money Flow (20D)+0.226Money Flow Index (14D)84.65
RSI (14D)76.40Trend ADX (14D)23.37
1-Week Return %+1.70%1-Month Return %+53.74%
Opening Gap %+1.69%Dist. to 52W High %-27.40%
Piotroski F-Score8 / 9Altman Z-Score2.25
Change from Open %+0.01%VWAP Deviation %+0.50%
Turnover (USD)$231.95MFree Float %+95.72%
EV/EBITDA10.13P/FCF150.39
Sloan Ratio %-3.39%Zmijewski Score-2.66
BULLISH ASST Strive, Inc. Finance / Financial conglomerates
$19.73 +8.29%
SCORE
94.7
3/5

ASST (Strive, Inc.) operates as a Bullish Leader in Finance - Financial conglomerates, moving +8.29% on 2.81x volume. Intraday action showed a strong bullish drive (+5.2% from open, +1.0% vs VWAP). Registered 3/5 resonance (score 94.7).

Primary Catalysts & Event Attribution

Supported by Financial conglomerates sector momentum and headline "Opening Bell: August 24, 2026" (Source: cnbc.com), ASST advanced +8.29% with 5D quantitative confirmation.

Relative Volume (1D)
2.81x
Volume Change % (1D)
-1.81%
Chaikin Money Flow (20D)
0.270
Money Flow Index (14D)
87.09
RSI (14D)
79.82
Trend ADX (14D)
18.88
1-Week Return %
+8.29%
1-Month Return %
+77.59%
Opening Gap %
+2.96%
Dist. to 52W High %
-92.20%
Piotroski F-Score
5/9
Altman Z-Score
15.89
Change from Open %
+5.17%
VWAP Deviation %
+1.01%
Turnover (USD)
$290.18M
Free Float %
+98.51%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+41.49%
Zmijewski Score
0.00
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
3.0 ✗ Fail
D2 Sector Drift (25%)
2.5 ✓ Pass
D3 Capital Flow (25%)
1.8 ✓ Pass
D4 Price Action (15%)
1.3 ✓ Pass
D5 Fundamental Support (15%)
-1.7 ✗ Fail
Company Fundamentals & Competitive Moat
Business Model

Strive operates within the Financial conglomerates space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Financial conglomerates; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

BitMine Immersion Technologies (BMNR), Ares Capital Corporation (ARCC), Blue Owl Capital Corporation (OBDC)

Market Position & Pricing Power

Holds an established presence within the Financial conglomerates segment of the broader Finance sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Financial conglomerates and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.27); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $5.70M +650.3% YoY
Net Income (TTM) -$931.47M -9567.6% YoY
EPS (TTM) $-19.10 -2.3% YoY
Gross Margin -10.9%
Operating Margin -14415.6%
ROE -137.9%
R&D Intensity
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 4.0
P/S Ratio 240.62
P/B Ratio 2.50
Shareholder Yield -103.3%
Cash Flow & Balance Sheet
FCF (TTM) $0.00 Q $0.00
Operating CF -$79.32M
EBITDA (TTM) -$821.40M
Net Debt -$185.00M
Current / D/E 7.62 · D/E:0.00
Piotroski / Altman 5/9 · Z:15.89
Sloan / Zmijewski +41.5% Risk · Zm:0.00
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $26.60 $22.6 ~ $30.6
Implied Return +34.82%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Financial conglomerates supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $10.83 / -45.11%); next earnings expected on Nov 13, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)2.81xVolume Change % (1D)-1.81%
Chaikin Money Flow (20D)+0.270Money Flow Index (14D)87.09
RSI (14D)79.82Trend ADX (14D)18.88
1-Week Return %+8.29%1-Month Return %+77.59%
Opening Gap %+2.96%Dist. to 52W High %-92.20%
Piotroski F-Score5 / 9Altman Z-Score15.89
Change from Open %+5.17%VWAP Deviation %+1.01%
Turnover (USD)$290.18MFree Float %+98.51%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+41.49%Zmijewski Score0.00
BULLISH BMNR BitMine Immersion Technologies, Inc. Finance / Financial conglomerates
$24.14 +5.74%
SCORE
90.2
3/5

BMNR (BitMine Immersion Technologies, Inc.) operates as a Bullish Leader in Finance - Financial conglomerates, moving +5.74% on 1.79x volume. Intraday action showed a strong bullish drive (+2.3% from open, +0.1% vs VWAP). Registered 3/5 resonance (score 90.2).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Financial conglomerates capital rotation, BMNR exhibited solid momentum (+5.74%) with clear 5-D attribution confirmation.

Relative Volume (1D)
1.79x
Volume Change % (1D)
+11.98%
Chaikin Money Flow (20D)
0.241
Money Flow Index (14D)
79.94
RSI (14D)
76.59
Trend ADX (14D)
31.68
1-Week Return %
+5.74%
1-Month Return %
+39.70%
Opening Gap %
+3.37%
Dist. to 52W High %
-63.20%
Piotroski F-Score
3/9
Altman Z-Score
221.36
Change from Open %
+2.29%
VWAP Deviation %
+0.15%
Turnover (USD)
$1.61B
Free Float %
+99.45%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+95.06%
Zmijewski Score
-0.77
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
2.2 ✗ Fail
D2 Sector Drift (25%)
2.5 ✓ Pass
D3 Capital Flow (25%)
1.3 ✓ Pass
D4 Price Action (15%)
1.2 ✓ Pass
D5 Fundamental Support (15%)
-1.8 ✗ Fail
Company Fundamentals & Competitive Moat
Business Model

BitMine Immersion Technologies operates within the Financial conglomerates space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Financial conglomerates; Weak Piotroski F-score of 3/9 reflects fragile fundamental health, reinforcing its competitive moat.

Key Competitors

Ares Capital Corporation (ARCC), Blue Owl Capital Corporation (OBDC), Golub Capital BDC (GBDC)

Market Position & Pricing Power

Holds an established presence within the Financial conglomerates segment of the broader Finance sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Financial conglomerates and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.24); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $61.19M +1022.3% YoY
Net Income (TTM) -$8.77B -13320.2% YoY
EPS (TTM) $-8.53 -196.2% YoY
Gross Margin +81.9%
Operating Margin -484.6%
ROE -151.2%
R&D Intensity
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 58.9
P/S Ratio 205.86
P/B Ratio 1.21
Shareholder Yield -138.5%
Cash Flow & Balance Sheet
FCF (TTM) -$294.56M Q $28.98M
Operating CF -$293.11M
EBITDA (TTM) -$295.67M
Net Debt -$439.09M
Current / D/E 36.68 · D/E:0.00
Piotroski / Altman 3/9 · Z:221.36
Sloan / Zmijewski +95.1% Risk · Zm:-0.77
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $27.80 $23.6 ~ $32.0
Implied Return +15.16%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Financial conglomerates supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $16.19 / -32.93%); next earnings expected on Nov 20, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.79xVolume Change % (1D)+11.98%
Chaikin Money Flow (20D)+0.241Money Flow Index (14D)79.94
RSI (14D)76.59Trend ADX (14D)31.68
1-Week Return %+5.74%1-Month Return %+39.70%
Opening Gap %+3.37%Dist. to 52W High %-63.20%
Piotroski F-Score3 / 9Altman Z-Score221.36
Change from Open %+2.29%VWAP Deviation %+0.15%
Turnover (USD)$1.61BFree Float %+99.45%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+95.06%Zmijewski Score-0.77
BULLISH FRPT Freshpet, Inc. Consumer non-durables / Food: specialty/candy
$76.55 +3.49%
SCORE
90.7
3/5

[3M Breakout] FRPT (Freshpet, Inc.) operates as a Bullish Leader in Consumer non-durables - Food: specialty/candy, moving +3.49% on 1.24x volume. Intraday action showed a strong bullish drive (+3.4% from open, +1.0% vs VWAP). Registered 3/5 resonance (score 90.7).

Primary Catalysts & Event Attribution

Supported by Food: specialty/candy sector momentum and headline "Opening Bell: August 24, 2026" (Source: cnbc.com), FRPT advanced +3.49% with 5D quantitative confirmation.

Relative Volume (1D)
1.24x
Volume Change % (1D)
+32.58%
Chaikin Money Flow (20D)
0.155
Money Flow Index (14D)
67.76
RSI (14D)
73.81
Trend ADX (14D)
39.00
1-Week Return %
+3.49%
1-Month Return %
+28.57%
Opening Gap %
+0.09%
Dist. to 52W High %
-11.00%
Piotroski F-Score
9/9
Altman Z-Score
4.06
Change from Open %
+3.40%
VWAP Deviation %
+1.01%
Turnover (USD)
$109.31M
Free Float %
+97.86%
EV/EBITDA
20.04
P/FCF
69.99
Sloan Ratio %
+2.34%
Zmijewski Score
-3.02
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
1.5 ✗ Fail
D2 Sector Drift (25%)
2.1 ✓ Pass
D3 Capital Flow (25%)
1.1 ✓ Pass
D4 Price Action (15%)
1.0 ✓ Pass
D5 Fundamental Support (15%)
0.4 ✗ Fail
Company Fundamentals & Competitive Moat
Business Model

Freshpet operates within the Food: specialty/candy space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Food: specialty/candy; Robust Piotroski F-score of 9/9 confirms top-tier balance sheet strength, reinforcing its competitive moat.

Key Competitors

PepsiCo (PEP), Mondelez International (MDLZ), The Hershey Company (HSY)

Market Position & Pricing Power

Holds an established presence within the Food: specialty/candy segment of the broader Consumer non-durables sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Food: specialty/candy and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.15); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $1.18B +12.8% YoY
Net Income (TTM) $203.47M +19.1% YoY
EPS (TTM) $3.79 +473.7% YoY
Gross Margin +39.4%
Operating Margin +8.3%
ROE +17.6%
R&D Intensity
Valuation Multiples
EV/EBITDA 20.0x
P/FCF Ratio 70.0x
P/E (TTM) 20.2
Forward P/E 47.1
P/S Ratio 3.51
P/B Ratio 3.01
Shareholder Yield +1.3%
Cash Flow & Balance Sheet
FCF (TTM) $61.05M Q $14.70M
Operating CF $206.62M
EBITDA (TTM) $190.74M
Net Debt $142.85M
Current / D/E 6.05 · D/E:0.40
Piotroski / Altman 9/9 · Z:4.06
Sloan / Zmijewski +2.3% · Zm:-3.02
Valuation Insight: EV/EBITDA of 20.0x reflects a growth premium, requiring sustained earnings execution.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $83.20 $70.7 ~ $95.7
Implied Return +8.69%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Food: specialty/candy supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $70.75 / -7.58%); next earnings expected on Nov 09, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.24xVolume Change % (1D)+32.58%
Chaikin Money Flow (20D)+0.155Money Flow Index (14D)67.76
RSI (14D)73.81Trend ADX (14D)39.00
1-Week Return %+3.49%1-Month Return %+28.57%
Opening Gap %+0.09%Dist. to 52W High %-11.00%
Piotroski F-Score9 / 9Altman Z-Score4.06
Change from Open %+3.40%VWAP Deviation %+1.01%
Turnover (USD)$109.31MFree Float %+97.86%
EV/EBITDA20.04P/FCF69.99
Sloan Ratio %+2.34%Zmijewski Score-3.02
BULLISH CELH Celsius Holdings, Inc. Consumer non-durables / Beverages: non-alcoholic
$35.03 +5.01%
SCORE
91.4
3/5

[3M Breakout] CELH (Celsius Holdings, Inc.) operates as a Bullish Leader in Consumer non-durables - Beverages: non-alcoholic, moving +5.01% on 1.10x volume. Intraday action showed a strong bullish drive (+3.6% from open, +1.1% vs VWAP). Registered 3/5 resonance (score 91.4).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Beverages: non-alcoholic capital rotation, CELH exhibited solid momentum (+5.01%) with clear 5-D attribution confirmation.

Relative Volume (1D)
1.10x
Volume Change % (1D)
+72.93%
Chaikin Money Flow (20D)
0.253
Money Flow Index (14D)
78.53
RSI (14D)
68.18
Trend ADX (14D)
17.08
1-Week Return %
+5.01%
1-Month Return %
+19.92%
Opening Gap %
+1.33%
Dist. to 52W High %
-47.50%
Piotroski F-Score
5/9
Altman Z-Score
2.35
Change from Open %
+3.62%
VWAP Deviation %
+1.08%
Turnover (USD)
$449.65M
Free Float %
+73.78%
EV/EBITDA
17.13
P/FCF
19.45
Sloan Ratio %
-6.61%
Zmijewski Score
-0.08
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
1.5 ✗ Fail
D2 Sector Drift (25%)
2.1 ✓ Pass
D3 Capital Flow (25%)
1.5 ✓ Pass
D4 Price Action (15%)
0.9 ✓ Pass
D5 Fundamental Support (15%)
0.2 ✗ Fail
Company Fundamentals & Competitive Moat
Business Model

Celsius Holdings operates within the Beverages: non-alcoholic space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Beverages: non-alcoholic; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

Coca-Cola Company (The) (KO), Monster Beverage Corporation (MNST), Coca-Cola Europacific Partners (CCEP)

Market Position & Pricing Power

Holds an established presence within the Beverages: non-alcoholic segment of the broader Consumer non-durables sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Beverages: non-alcoholic and disciplined commercial execution.

Institutional & Insider Capital Flows

13F filings show solid institutional backing with positive Chaikin Money Flow (+0.25); SEC disclosures reflect orderly insider holding patterns.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $3.05B +82.9% YoY
Net Income (TTM) $123.11M -49.4% YoY
EPS (TTM) $0.23 -36.3% YoY
Gross Margin +47.5%
Operating Margin +19.2%
ROE +7.5%
R&D Intensity
Valuation Multiples
EV/EBITDA 17.1x
P/FCF Ratio 19.4x
P/E (TTM) 151.5
Forward P/E 23.1
P/S Ratio 2.81
P/B Ratio 7.40
Shareholder Yield +1.9%
Cash Flow & Balance Sheet
FCF (TTM) $462.77M Q $205.48M
Operating CF $508.63M
EBITDA (TTM) $622.59M
Net Debt $1.80B
Current / D/E 1.75 · D/E:2.03
Piotroski / Altman 5/9 · Z:2.35
Sloan / Zmijewski -6.6% · Zm:-0.08
Valuation Insight: EV/EBITDA of 17.1x reflects a growth premium, requiring sustained earnings execution.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $43.19 $36.7 ~ $49.7
Implied Return +23.30%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Beverages: non-alcoholic supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $27.41 / -21.75%); next earnings expected on Nov 05, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.10xVolume Change % (1D)+72.93%
Chaikin Money Flow (20D)+0.253Money Flow Index (14D)78.53
RSI (14D)68.18Trend ADX (14D)17.08
1-Week Return %+5.01%1-Month Return %+19.92%
Opening Gap %+1.33%Dist. to 52W High %-47.50%
Piotroski F-Score5 / 9Altman Z-Score2.35
Change from Open %+3.62%VWAP Deviation %+1.08%
Turnover (USD)$449.65MFree Float %+73.78%
EV/EBITDA17.13P/FCF19.45
Sloan Ratio %-6.61%Zmijewski Score-0.08
05

5D Attribution Bearish Stock Research

Below are the Top 10 bearish stocks selected across downward theme clusters.

BEARISH AAOI Applied Optoelectronics, Inc. Electronic technology / Semiconductors
$107.63 -13.77%
SCORE
77.8
4/5

AAOI (Applied Optoelectronics, Inc.) operates as a Bearish Underperformer in Electronic technology - Semiconductors, moving -13.77% on 1.16x volume. Registered 4/5 resonance (score 77.8).

Primary Catalysts & Event Attribution

Pressured by Semiconductors sector softness and headline "Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%" (Source: 247wallst.com), AAOI declined -13.77% with bearish 5D quantitative telemetry.

Relative Volume (1D)
1.16x
Volume Change % (1D)
+54.04%
Chaikin Money Flow (20D)
-0.131
Money Flow Index (14D)
48.47
RSI (14D)
42.95
Trend ADX (14D)
18.26
1-Week Return %
-13.77%
1-Month Return %
+14.11%
Opening Gap %
-12.57%
Dist. to 52W High %
-53.90%
Piotroski F-Score
4/9
Altman Z-Score
12.09
Change from Open %
-1.37%
VWAP Deviation %
+0.22%
Turnover (USD)
$1.62B
Free Float %
+94.50%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+36.67%
Zmijewski Score
-2.65
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.1 ✓ Pass
D3 Capital Flow (25%)
0.8 ✓ Pass
D4 Price Action (15%)
1.8 ✓ Pass
D5 Fundamental Support (15%)
0.7 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Applied Optoelectronics operates within the Semiconductors space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Semiconductors; Piotroski F-score of 4/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

NVIDIA Corporation (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), Broadcom (AVGO)

Market Position & Pricing Power

Holds an established presence within the Semiconductors segment of the broader Electronic technology sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Semiconductors and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.13); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $595.97M +61.8% YoY
Net Income (TTM) -$57.02M -150.4% YoY
EPS (TTM) $-0.78 +76.8% YoY
Gross Margin +28.8%
Operating Margin -11.3%
ROE -5.4%
R&D Intensity +18.1%
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 43.6
P/S Ratio 17.08
P/B Ratio 5.45
Shareholder Yield -14.8%
Cash Flow & Balance Sheet
FCF (TTM) -$631.89M Q -$273.92M
Operating CF -$131.82M
EBITDA (TTM) -$32.07M
Net Debt -$208.62M
Current / D/E 2.78 · D/E:0.18
Piotroski / Altman 4/9 · Z:12.09
Sloan / Zmijewski +36.7% Risk · Zm:-2.65
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $170.50 $144.9 ~ $196.1
Implied Return +58.41%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Semiconductors supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $130.68 / +21.42%); next earnings expected on Nov 05, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.16xVolume Change % (1D)+54.04%
Chaikin Money Flow (20D)-0.131Money Flow Index (14D)48.47
RSI (14D)42.95Trend ADX (14D)18.26
1-Week Return %-13.77%1-Month Return %+14.11%
Opening Gap %-12.57%Dist. to 52W High %-53.90%
Piotroski F-Score4 / 9Altman Z-Score12.09
Change from Open %-1.37%VWAP Deviation %+0.22%
Turnover (USD)$1.62BFree Float %+94.50%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+36.67%Zmijewski Score-2.65
BEARISH XPEV XPeng Inc. Consumer durables / Motor vehicles
$11.15 -8.53%
SCORE
88.3
4/5

[Breakdown Low] XPEV (XPeng Inc.) operates as a Bearish Underperformer in Consumer durables - Motor vehicles, moving -8.53% on 4.19x volume. Intraday action showed a persistent bearish dump (-5.7% from open). Registered 4/5 resonance (score 88.3).

Primary Catalysts & Event Attribution

Pressured by Motor vehicles sector softness and headline "XPeng Sinks 7% as Q2 Miss Overshadows $6.3B Robotics Valuation, NIO Drops 4%, Tesla Slips" (Source: 247wallst.com), XPEV declined -8.53% with bearish 5D quantitative telemetry.

Relative Volume (1D)
4.19x
Volume Change % (1D)
+179.51%
Chaikin Money Flow (20D)
-0.074
Money Flow Index (14D)
37.48
RSI (14D)
35.32
Trend ADX (14D)
16.21
1-Week Return %
-8.53%
1-Month Return %
-14.23%
Opening Gap %
-2.95%
Dist. to 52W High %
-60.50%
Piotroski F-Score
5/9
Altman Z-Score
0.78
Change from Open %
-5.75%
VWAP Deviation %
-2.34%
Turnover (USD)
$294.82M
Free Float %
+99.49%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+8.67%
Zmijewski Score
-0.16
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.6 ✓ Pass
D3 Capital Flow (25%)
2.1 ✓ Pass
D4 Price Action (15%)
1.4 ✓ Pass
D5 Fundamental Support (15%)
1.0 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

XPeng operates within the Motor vehicles space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Motor vehicles; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

Tesla (TSLA), General Motors Company (GM), Ford Motor Company (F)

Market Position & Pricing Power

Holds an established presence within the Motor vehicles segment of the broader Consumer durables sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Motor vehicles and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.07); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $10.39B +49.7% YoY
Net Income (TTM) -$322.87M -182.3% YoY
EPS (TTM) $-0.34 +54.5% YoY
Gross Margin +19.9%
Operating Margin -6.9%
ROE -7.7%
R&D Intensity +14.1%
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 179.0
P/S Ratio 1.12
P/B Ratio 2.58
Shareholder Yield +0.0%
Cash Flow & Balance Sheet
FCF (TTM) $0.00 Q $0.00
Operating CF $0.00
EBITDA (TTM) $0.00
Net Debt $614.44M
Current / D/E 1.14 · D/E:1.46
Piotroski / Altman 5/9 · Z:0.78
Sloan / Zmijewski +8.7% · Zm:-0.16
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $21.14 $18.0 ~ $24.3
Implied Return +89.56%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Motor vehicles supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $17.49 / +56.86%); next earnings expected on Nov 24, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)4.19xVolume Change % (1D)+179.51%
Chaikin Money Flow (20D)-0.074Money Flow Index (14D)37.48
RSI (14D)35.32Trend ADX (14D)16.21
1-Week Return %-8.53%1-Month Return %-14.23%
Opening Gap %-2.95%Dist. to 52W High %-60.50%
Piotroski F-Score5 / 9Altman Z-Score0.78
Change from Open %-5.75%VWAP Deviation %-2.34%
Turnover (USD)$294.82MFree Float %+99.49%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+8.67%Zmijewski Score-0.16
BEARISH FRVO Fervo Energy Company Utilities / Alternative power generation
$15.47 -8.57%
SCORE
86.6
4/5

FRVO (Fervo Energy Company) operates as a Bearish Underperformer in Utilities - Alternative power generation, moving -8.57% on 1.01x volume. Intraday action showed a persistent bearish dump (-8.8% from open). Registered 4/5 resonance (score 86.6).

Primary Catalysts & Event Attribution

Pressured by Alternative power generation sector softness and headline "Opening Bell: August 24, 2026" (Source: cnbc.com), FRVO declined -8.57% with bearish 5D quantitative telemetry.

Relative Volume (1D)
1.01x
Volume Change % (1D)
+82.54%
Chaikin Money Flow (20D)
-0.387
Money Flow Index (14D)
9.30
RSI (14D)
30.80
Trend ADX (14D)
27.07
1-Week Return %
-8.57%
1-Month Return %
-31.37%
Opening Gap %
+0.30%
Dist. to 52W High %
-63.70%
Piotroski F-Score
5/9
Altman Z-Score
3.00
Change from Open %
-8.84%
VWAP Deviation %
-3.17%
Turnover (USD)
$66.72M
Free Float %
+51.14%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+31.27%
Zmijewski Score
-2.39
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.4 ✓ Pass
D3 Capital Flow (25%)
1.9 ✓ Pass
D4 Price Action (15%)
1.8 ✓ Pass
D5 Fundamental Support (15%)
0.9 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Fervo Energy Company operates within the Alternative power generation space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Alternative power generation; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

Clearway Energy (CWEN), ReNew Energy Global (RNW)

Market Position & Pricing Power

Holds an established presence within the Alternative power generation segment of the broader Utilities sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Alternative power generation and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.39); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $0.00 +0.0% YoY
Net Income (TTM) $0.00 +0.0% YoY
EPS (TTM) $0.00 +0.0% YoY
Gross Margin +0.0%
Operating Margin +0.0%
ROE +0.0%
R&D Intensity
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 30.0
P/S Ratio 0.00
P/B Ratio 1.63
Shareholder Yield +0.0%
Cash Flow & Balance Sheet
FCF (TTM) $0.00 Q -$261.22M
Operating CF $0.00
EBITDA (TTM) $0.00
Net Debt -$1.77B
Current / D/E 8.62 · D/E:0.12
Piotroski / Altman 5/9 · Z:3.00
Sloan / Zmijewski +31.3% Risk · Zm:-2.39
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $42.82 $36.4 ~ $49.2
Implied Return +176.78%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Alternative power generation supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $37.32 / +141.24%); next earnings expected on Dec 02, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.01xVolume Change % (1D)+82.54%
Chaikin Money Flow (20D)-0.387Money Flow Index (14D)9.30
RSI (14D)30.80Trend ADX (14D)27.07
1-Week Return %-8.57%1-Month Return %-31.37%
Opening Gap %+0.30%Dist. to 52W High %-63.70%
Piotroski F-Score5 / 9Altman Z-Score3.00
Change from Open %-8.84%VWAP Deviation %-3.17%
Turnover (USD)$66.72MFree Float %+51.14%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+31.27%Zmijewski Score-2.39
BEARISH FLNC Fluence Energy, Inc. Producer manufacturing / Electrical products
$10.86 -4.23%
SCORE
87.5
4/5

[Breakdown Low] FLNC (Fluence Energy, Inc.) operates as a Bearish Underperformer in Producer manufacturing - Electrical products, moving -4.23% on 1.22x volume. Intraday action showed a persistent bearish dump (-2.4% from open). Registered 4/5 resonance (score 87.5).

Primary Catalysts & Event Attribution

Pressured by Electrical products sector softness and headline "FLNC - Fluence Energy Stock Forecast" (Source: stockinvest.us), FLNC declined -4.23% with bearish 5D quantitative telemetry.

Relative Volume (1D)
1.22x
Volume Change % (1D)
+35.99%
Chaikin Money Flow (20D)
-0.300
Money Flow Index (14D)
15.01
RSI (14D)
32.63
Trend ADX (14D)
25.17
1-Week Return %
-4.23%
1-Month Return %
-22.04%
Opening Gap %
-1.85%
Dist. to 52W High %
-67.60%
Piotroski F-Score
1/9
Altman Z-Score
1.77
Change from Open %
-2.43%
VWAP Deviation %
-0.88%
Turnover (USD)
$75.09M
Free Float %
+75.50%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+2.56%
Zmijewski Score
0.55
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.6 ✓ Pass
D3 Capital Flow (25%)
1.2 ✓ Pass
D4 Price Action (15%)
2.0 ✓ Pass
D5 Fundamental Support (15%)
1.8 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Fluence Energy operates within the Electrical products space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Electrical products; Weak Piotroski F-score of 1/9 reflects fragile fundamental health, reinforcing its competitive moat.

Key Competitors

GE Vernova (GEV), Eaton Corporation (ETN), Lumentum Holdings (LITE)

Market Position & Pricing Power

Holds an established presence within the Electrical products segment of the broader Producer manufacturing sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Electrical products and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.30); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $2.63B +7.5% YoY
Net Income (TTM) -$80.87M -624.9% YoY
EPS (TTM) $-0.64 -141.3% YoY
Gross Margin +8.8%
Operating Margin -3.7%
ROE -20.7%
R&D Intensity +3.2%
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 30.0
P/S Ratio 0.60
P/B Ratio 4.17
Shareholder Yield -0.1%
Cash Flow & Balance Sheet
FCF (TTM) -$121.45M Q -$24.09M
Operating CF -$90.36M
EBITDA (TTM) -$57.29M
Net Debt $48.21M
Current / D/E 1.34 · D/E:1.11
Piotroski / Altman 1/9 · Z:1.77
Sloan / Zmijewski +2.6% · Zm:0.55
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Neutral
Consensus Target $15.99 $13.6 ~ $18.4
Implied Return +47.28%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Electrical products supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $26.13 / +140.61%); next earnings expected on Nov 30, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.22xVolume Change % (1D)+35.99%
Chaikin Money Flow (20D)-0.300Money Flow Index (14D)15.01
RSI (14D)32.63Trend ADX (14D)25.17
1-Week Return %-4.23%1-Month Return %-22.04%
Opening Gap %-1.85%Dist. to 52W High %-67.60%
Piotroski F-Score1 / 9Altman Z-Score1.77
Change from Open %-2.43%VWAP Deviation %-0.88%
Turnover (USD)$75.09MFree Float %+75.50%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+2.56%Zmijewski Score0.55
BEARISH AEVA Aeva Technologies, Inc. Electronic technology / Semiconductors
$16.46 -10.01%
SCORE
82.6
4/5

AEVA (Aeva Technologies, Inc.) operates as a Bearish Underperformer in Electronic technology - Semiconductors, moving -10.01% on 1.12x volume. Intraday action showed a persistent bearish dump (-7.1% from open). Registered 4/5 resonance (score 82.6).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Semiconductors capital rotation, AEVA exhibited downward pressure (-10.01%) with clear 5-D attribution confirmation.

Relative Volume (1D)
1.12x
Volume Change % (1D)
+54.36%
Chaikin Money Flow (20D)
-0.113
Money Flow Index (14D)
54.51
RSI (14D)
39.62
Trend ADX (14D)
18.99
1-Week Return %
-10.01%
1-Month Return %
-6.16%
Opening Gap %
-3.12%
Dist. to 52W High %
-47.40%
Piotroski F-Score
4/9
Altman Z-Score
-0.33
Change from Open %
-7.11%
VWAP Deviation %
-2.56%
Turnover (USD)
$28.76M
Free Float %
+70.97%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+83.36%
Zmijewski Score
1.33
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.1 ✓ Pass
D3 Capital Flow (25%)
1.3 ✓ Pass
D4 Price Action (15%)
1.8 ✓ Pass
D5 Fundamental Support (15%)
1.1 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Aeva Technologies operates within the Semiconductors space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Semiconductors; Piotroski F-score of 4/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

NVIDIA Corporation (NVDA), Taiwan Semiconductor Manufacturing Company (TSM), Broadcom (AVGO)

Market Position & Pricing Power

Holds an established presence within the Semiconductors segment of the broader Electronic technology sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Semiconductors and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.11); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $21.60M +56.2% YoY
Net Income (TTM) -$32.42M +58.7% YoY
EPS (TTM) $-2.73 +50.3% YoY
Gross Margin +26.3%
Operating Margin -610.9%
ROE +0.0%
R&D Intensity +410.8%
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 30.0
P/S Ratio 54.77
P/B Ratio 41.06
Shareholder Yield -12.8%
Cash Flow & Balance Sheet
FCF (TTM) -$116.97M Q -$31.35M
Operating CF -$111.77M
EBITDA (TTM) -$124.30M
Net Debt -$75.52M
Current / D/E 7.85 · D/E:3.72
Piotroski / Altman 4/9 · Z:-0.33
Sloan / Zmijewski +83.4% Risk · Zm:1.33
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Buy
Consensus Target $30.00 $25.5 ~ $34.5
Implied Return +82.26%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Semiconductors supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $37.91 / +130.32%); next earnings expected on Nov 11, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.12xVolume Change % (1D)+54.36%
Chaikin Money Flow (20D)-0.113Money Flow Index (14D)54.51
RSI (14D)39.62Trend ADX (14D)18.99
1-Week Return %-10.01%1-Month Return %-6.16%
Opening Gap %-3.12%Dist. to 52W High %-47.40%
Piotroski F-Score4 / 9Altman Z-Score-0.33
Change from Open %-7.11%VWAP Deviation %-2.56%
Turnover (USD)$28.76MFree Float %+70.97%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+83.36%Zmijewski Score1.33
BEARISH SMR NuScale Power Corporation Producer manufacturing / Electrical products
$9.05 -3.72%
SCORE
82.8
4/5

SMR (NuScale Power Corporation) operates as a Bearish Underperformer in Producer manufacturing - Electrical products, moving -3.72% on 1.51x volume. Intraday action showed a persistent bearish dump (-2.4% from open). Registered 4/5 resonance (score 82.8).

Primary Catalysts & Event Attribution

Pressured by Electrical products sector softness and headline "Why NuScale Power (SMR) Stock Is Down Today | Quiver Quantitative" (Source: quiverquant.com), SMR declined -3.72% with bearish 5D quantitative telemetry.

Relative Volume (1D)
1.51x
Volume Change % (1D)
+24.79%
Chaikin Money Flow (20D)
0.010
Money Flow Index (14D)
44.84
RSI (14D)
48.61
Trend ADX (14D)
12.46
1-Week Return %
-3.72%
1-Month Return %
+7.48%
Opening Gap %
-1.38%
Dist. to 52W High %
-84.20%
Piotroski F-Score
1/9
Altman Z-Score
68.39
Change from Open %
-2.37%
VWAP Deviation %
-0.18%
Turnover (USD)
$417.89M
Free Float %
+97.99%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+63.31%
Zmijewski Score
-3.17
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.6 ✓ Pass
D3 Capital Flow (25%)
0.8 ✓ Pass
D4 Price Action (15%)
1.0 ✓ Pass
D5 Fundamental Support (15%)
2.1 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

NuScale Power Corporation operates within the Electrical products space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Electrical products; Weak Piotroski F-score of 1/9 reflects fragile fundamental health, reinforcing its competitive moat.

Key Competitors

GE Vernova (GEV), Eaton Corporation (ETN), Lumentum Holdings (LITE)

Market Position & Pricing Power

Holds an established presence within the Electrical products segment of the broader Producer manufacturing sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Electrical products and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional sponsorship remains balanced across indexers and mutual funds; SEC Form 4 records show compliant insider trading.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $10.69M -81.0% YoY
Net Income (TTM) -$415.70M -169.5% YoY
EPS (TTM) $-2.28 -91.3% YoY
Gross Margin +16.0%
Operating Margin -6854.0%
ROE -30.2%
R&D Intensity +522.3%
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 30.0
P/S Ratio 320.54
P/B Ratio 1.80
Shareholder Yield -56.2%
Cash Flow & Balance Sheet
FCF (TTM) -$778.82M Q -$58.61M
Operating CF -$776.36M
EBITDA (TTM) -$731.48M
Net Debt -$1.07B
Current / D/E 37.88 · D/E:0.00
Piotroski / Altman 1/9 · Z:68.39
Sloan / Zmijewski +63.3% Risk · Zm:-3.17
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Neutral
Consensus Target $12.59 $10.7 ~ $14.5
Implied Return +39.16%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Electrical products supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $20.27 / +123.98%); next earnings expected on Nov 05, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.51xVolume Change % (1D)+24.79%
Chaikin Money Flow (20D)+0.010Money Flow Index (14D)44.84
RSI (14D)48.61Trend ADX (14D)12.46
1-Week Return %-3.72%1-Month Return %+7.48%
Opening Gap %-1.38%Dist. to 52W High %-84.20%
Piotroski F-Score1 / 9Altman Z-Score68.39
Change from Open %-2.37%VWAP Deviation %-0.18%
Turnover (USD)$417.89MFree Float %+97.99%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+63.31%Zmijewski Score-3.17
BEARISH HUN Huntsman Corporation Process industries / Chemicals: major diversified
$9.60 -3.71%
SCORE
81.2
4/5

[Breakdown Low] HUN (Huntsman Corporation) operates as a Bearish Underperformer in Process industries - Chemicals: major diversified, moving -3.71% on 1.40x volume. Intraday action showed a persistent bearish dump (-3.5% from open). Registered 4/5 resonance (score 81.2).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Chemicals: major diversified capital rotation, HUN exhibited downward pressure (-3.71%) with clear 5-D attribution confirmation.

Relative Volume (1D)
1.40x
Volume Change % (1D)
+105.23%
Chaikin Money Flow (20D)
-0.189
Money Flow Index (14D)
47.99
RSI (14D)
34.47
Trend ADX (14D)
25.91
1-Week Return %
-3.71%
1-Month Return %
-1.64%
Opening Gap %
-0.20%
Dist. to 52W High %
-40.30%
Piotroski F-Score
4/9
Altman Z-Score
1.50
Change from Open %
-3.52%
VWAP Deviation %
-1.30%
Turnover (USD)
$28.90M
Free Float %
+94.00%
EV/EBITDA
14.05
P/FCF
0.00
Sloan Ratio %
-2.98%
Zmijewski Score
-0.86
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.4 ✓ Pass
D3 Capital Flow (25%)
1.5 ✓ Pass
D4 Price Action (15%)
1.0 ✓ Pass
D5 Fundamental Support (15%)
0.8 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Huntsman Corporation operates within the Chemicals: major diversified space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Chemicals: major diversified; Piotroski F-score of 4/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

DuPont de Nemours (DD), Solstice Advanced Materials (SOLS), Element Solutions (ESI)

Market Position & Pricing Power

Holds an established presence within the Chemicals: major diversified segment of the broader Process industries sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Chemicals: major diversified and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.19); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $5.90B +0.6% YoY
Net Income (TTM) -$170.00M +96.2% YoY
EPS (TTM) $-0.98 +45.4% YoY
Gross Margin +13.5%
Operating Margin -0.1%
ROE -6.1%
R&D Intensity +1.9%
Valuation Multiples
EV/EBITDA 14.1x
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 271.4
P/S Ratio 0.29
P/B Ratio 0.62
Shareholder Yield +5.3%
Cash Flow & Balance Sheet
FCF (TTM) -$9.00M Q -$90.00M
Operating CF $159.00M
EBITDA (TTM) $290.00M
Net Debt $2.15B
Current / D/E 1.33 · D/E:0.93
Piotroski / Altman 4/9 · Z:1.50
Sloan / Zmijewski -3.0% · Zm:-0.86
Valuation Insight: EV/EBITDA of 14.1x provides reasonable valuation support relative to industry peers.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Neutral
Consensus Target $11.92 $10.1 ~ $13.7
Implied Return +24.20%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Chemicals: major diversified supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $17.24 / +79.58%); next earnings expected on Oct 29, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.40xVolume Change % (1D)+105.23%
Chaikin Money Flow (20D)-0.189Money Flow Index (14D)47.99
RSI (14D)34.47Trend ADX (14D)25.91
1-Week Return %-3.71%1-Month Return %-1.64%
Opening Gap %-0.20%Dist. to 52W High %-40.30%
Piotroski F-Score4 / 9Altman Z-Score1.50
Change from Open %-3.52%VWAP Deviation %-1.30%
Turnover (USD)$28.90MFree Float %+94.00%
EV/EBITDA14.05P/FCF0.00
Sloan Ratio %-2.98%Zmijewski Score-0.86
BEARISH BW Babcock & Wilcox Enterprises, Inc. Electronic technology / Electronic equipment/Instruments
$7.69 -7.13%
SCORE
82.3
4/5

[Breakdown Low] BW (Babcock & Wilcox Enterprises, Inc.) operates as a Bearish Underperformer in Electronic technology - Electronic equipment/Instruments, moving -7.13% on 0.70x volume. Intraday action showed a persistent bearish dump (-5.6% from open). Registered 4/5 resonance (score 82.3).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Electronic equipment/Instruments capital rotation, BW exhibited downward pressure (-7.13%) with clear 5-D attribution confirmation.

Relative Volume (1D)
0.70x
Volume Change % (1D)
-6.36%
Chaikin Money Flow (20D)
-0.374
Money Flow Index (14D)
36.04
RSI (14D)
33.91
Trend ADX (14D)
19.85
1-Week Return %
-7.13%
1-Month Return %
-17.49%
Opening Gap %
-1.57%
Dist. to 52W High %
-65.10%
Piotroski F-Score
5/9
Altman Z-Score
0.09
Change from Open %
-5.64%
VWAP Deviation %
-2.35%
Turnover (USD)
$41.56M
Free Float %
+96.40%
EV/EBITDA
25.24
P/FCF
0.00
Sloan Ratio %
-23.50%
Zmijewski Score
1.44
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.4 ✓ Pass
D3 Capital Flow (25%)
1.1 ✓ Pass
D4 Price Action (15%)
1.9 ✓ Pass
D5 Fundamental Support (15%)
0.9 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Babcock & Wilcox Enterprises operates within the Electronic equipment/Instruments space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Electronic equipment/Instruments; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

Emerson Electric Company (EMR), Keysight Technologies (KEYS), Qnity Electronics (Q)

Market Position & Pricing Power

Holds an established presence within the Electronic equipment/Instruments segment of the broader Electronic technology sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Electronic equipment/Instruments and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.37); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $844.14M +40.4% YoY
Net Income (TTM) -$93.11M +0.0% YoY
EPS (TTM) $-0.87 +55.6% YoY
Gross Margin +20.0%
Operating Margin +4.0%
ROE +0.0%
R&D Intensity +0.2%
Valuation Multiples
EV/EBITDA 25.2x
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 27.0
P/S Ratio 1.52
P/B Ratio 19.99
Shareholder Yield -33.1%
Cash Flow & Balance Sheet
FCF (TTM) -$58.17M Q -$24.04M
Operating CF -$34.73M
EBITDA (TTM) $44.14M
Net Debt -$31.23M
Current / D/E 1.45 · D/E:5.62
Piotroski / Altman 5/9 · Z:0.09
Sloan / Zmijewski -23.5% · Zm:1.44
Valuation Insight: EV/EBITDA of 25.2x reflects a growth premium, requiring sustained earnings execution.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $22.67 $19.3 ~ $26.1
Implied Return +194.76%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Electronic equipment/Instruments supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $26.27 / +241.61%); next earnings expected on Nov 11, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)0.70xVolume Change % (1D)-6.36%
Chaikin Money Flow (20D)-0.374Money Flow Index (14D)36.04
RSI (14D)33.91Trend ADX (14D)19.85
1-Week Return %-7.13%1-Month Return %-17.49%
Opening Gap %-1.57%Dist. to 52W High %-65.10%
Piotroski F-Score5 / 9Altman Z-Score0.09
Change from Open %-5.64%VWAP Deviation %-2.35%
Turnover (USD)$41.56MFree Float %+96.40%
EV/EBITDA25.24P/FCF0.00
Sloan Ratio %-23.50%Zmijewski Score1.44
BEARISH OLN Olin Corporation Process industries / Industrial specialties
$17.57 -4.51%
SCORE
81.6
4/5

[Breakdown Low] OLN (Olin Corporation) operates as a Bearish Underperformer in Process industries - Industrial specialties, moving -4.51% on 1.54x volume. Intraday action showed a persistent bearish dump (-4.5% from open). Registered 4/5 resonance (score 81.6).

Primary Catalysts & Event Attribution

Pressured by Industrial specialties sector softness and headline "Stris & Maher Snags Four-Partner IP Team in Los Angeles, Dallas - Bloomberg Law News" (Source: news.bloomberglaw.com), OLN declined -4.51% with bearish 5D quantitative telemetry.

Relative Volume (1D)
1.54x
Volume Change % (1D)
+69.62%
Chaikin Money Flow (20D)
-0.194
Money Flow Index (14D)
53.06
RSI (14D)
31.40
Trend ADX (14D)
29.70
1-Week Return %
-4.51%
1-Month Return %
-5.08%
Opening Gap %
+0.00%
Dist. to 52W High %
-42.30%
Piotroski F-Score
4/9
Altman Z-Score
1.63
Change from Open %
-4.51%
VWAP Deviation %
-1.61%
Turnover (USD)
$62.57M
Free Float %
+99.56%
EV/EBITDA
9.69
P/FCF
19.89
Sloan Ratio %
-2.73%
Zmijewski Score
0.13
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
0.9 ✓ Pass
D3 Capital Flow (25%)
1.6 ✓ Pass
D4 Price Action (15%)
1.1 ✓ Pass
D5 Fundamental Support (15%)
1.4 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

Olin Corporation operates within the Industrial specialties space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Industrial specialties; Piotroski F-score of 4/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

Sherwin-Williams Company (The) (SHW), PPG Industries (PPG), RPM International (RPM)

Market Position & Pricing Power

Holds an established presence within the Industrial specialties segment of the broader Process industries sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Industrial specialties and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional ownership reflects tactical de-risking with negative CMF (-0.19); SEC filings indicate cautious institutional posture.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $6.70B +0.6% YoY
Net Income (TTM) -$139.20M -923.1% YoY
EPS (TTM) $-1.23 -913.0% YoY
Gross Margin +7.0%
Operating Margin +0.6%
ROE -7.6%
R&D Intensity
Valuation Multiples
EV/EBITDA 9.7x
P/FCF Ratio 19.9x
P/E (TTM) 0.0
Forward P/E 49.5
P/S Ratio 0.31
P/B Ratio 1.17
Shareholder Yield +5.2%
Cash Flow & Balance Sheet
FCF (TTM) $100.60M Q -$21.10M
Operating CF $307.20M
EBITDA (TTM) $540.20M
Net Debt $3.23B
Current / D/E 1.42 · D/E:1.99
Piotroski / Altman 4/9 · Z:1.63
Sloan / Zmijewski -2.7% · Zm:0.13
Valuation Insight: EV/EBITDA of 9.7x provides reasonable valuation support relative to industry peers.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Neutral
Consensus Target $21.57 $18.3 ~ $24.8
Implied Return +22.77%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Industrial specialties supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $24.96 / +42.06%); next earnings expected on Oct 22, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)1.54xVolume Change % (1D)+69.62%
Chaikin Money Flow (20D)-0.194Money Flow Index (14D)53.06
RSI (14D)31.40Trend ADX (14D)29.70
1-Week Return %-4.51%1-Month Return %-5.08%
Opening Gap %+0.00%Dist. to 52W High %-42.30%
Piotroski F-Score4 / 9Altman Z-Score1.63
Change from Open %-4.51%VWAP Deviation %-1.61%
Turnover (USD)$62.57MFree Float %+99.56%
EV/EBITDA9.69P/FCF19.89
Sloan Ratio %-2.73%Zmijewski Score0.13
BEARISH POET POET Technologies Inc. Producer manufacturing / Electrical products
$7.75 -6.06%
SCORE
77.2
4/5

POET (POET Technologies Inc.) operates as a Bearish Underperformer in Producer manufacturing - Electrical products, moving -6.06% on 0.85x volume. Intraday action showed a persistent bearish dump (-3.1% from open). Registered 4/5 resonance (score 77.2).

Primary Catalysts & Event Attribution

Driven by macro backdrop and Electrical products capital rotation, POET exhibited downward pressure (-6.06%) with clear 5-D attribution confirmation.

Relative Volume (1D)
0.85x
Volume Change % (1D)
+62.90%
Chaikin Money Flow (20D)
-0.048
Money Flow Index (14D)
56.07
RSI (14D)
43.08
Trend ADX (14D)
14.16
1-Week Return %
-6.06%
1-Month Return %
+10.87%
Opening Gap %
-3.03%
Dist. to 52W High %
-62.80%
Piotroski F-Score
5/9
Altman Z-Score
31.42
Change from Open %
-3.12%
VWAP Deviation %
-0.81%
Turnover (USD)
$74.32M
Free Float %
+99.58%
EV/EBITDA
0.00
P/FCF
0.00
Sloan Ratio %
+34.38%
Zmijewski Score
-3.63
5D Quantitative Attribution & Resonance Breakdown
D1 Index Beta (20%)
-0.5 ✗ Fail
D2 Sector Drift (25%)
1.4 ✓ Pass
D3 Capital Flow (25%)
0.7 ✓ Pass
D4 Price Action (15%)
1.4 ✓ Pass
D5 Fundamental Support (15%)
0.8 ✓ Pass
Company Fundamentals & Competitive Moat
Business Model

POET Technologies operates within the Electrical products space, developing and commercializing specialized products and services for core industry workflows.

Competitive Moat

Maintains dedicated customer channels in Electrical products; Piotroski F-score of 5/9 indicates steady operational stability, reinforcing its competitive moat.

Key Competitors

GE Vernova (GEV), Eaton Corporation (ETN), Lumentum Holdings (LITE)

Market Position & Pricing Power

Holds an established presence within the Electrical products segment of the broader Producer manufacturing sector.

Long-Term Sustainability

Long-term trajectory is anchored by structural demand trends in Electrical products and disciplined commercial execution.

Institutional & Insider Capital Flows

Institutional sponsorship remains balanced across indexers and mutual funds; SEC Form 4 records show compliant insider trading.

Financial Quality & Valuation Insight
Profitability & Growth
Revenue (TTM) $1.71M +266.1% YoY
Net Income (TTM) -$75.72M +34.3% YoY
EPS (TTM) $-0.58 +19.6% YoY
Gross Margin -120.7%
Operating Margin -3624.6%
ROE -16.9%
R&D Intensity +1322.4%
Valuation Multiples
EV/EBITDA
P/FCF Ratio
P/E (TTM) 0.0
Forward P/E 30.0
P/S Ratio 782.00
P/B Ratio 1.58
Shareholder Yield -59.6%
Cash Flow & Balance Sheet
FCF (TTM) -$40.17M Q -$15.16M
Operating CF -$35.12M
EBITDA (TTM) -$58.31M
Net Debt -$788.54M
Current / D/E 24.46 · D/E:0.01
Piotroski / Altman 5/9 · Z:31.42
Sloan / Zmijewski +34.4% Risk · Zm:-3.63
Valuation Insight: Valuation multiples reflect commercial growth phase; focus remains on revenue scaling and cash generation.
Wall Street Consensus & Institutional View
Analyst Coverage ~12 Analysts
Rating Breakdown Strong buy
Consensus Target $20.25 $17.2 ~ $23.3
Implied Return +161.29%
Rating Actions: Maintaining active coverage
Comprehensive Risk Assessment & Discipline
Fundamental & Industry Risks:
  • Cyclical shifts in Electrical products supply/demand dynamics and macro rate volatility.
  • Intensifying peer competition pressuring unit margins and market share.
Trading Execution & Discipline:

Enforce volatility risk discipline (stop reference $21.67 / +179.61%); next earnings expected on Nov 12, 2026; mind binary earnings gap risks.

▸ Full Quantitative Telemetry Audit (Raw CSV Data) (Click to expand 20 audit metrics)
Telemetry Metric Value Telemetry Metric Value
Relative Volume (1D)0.85xVolume Change % (1D)+62.90%
Chaikin Money Flow (20D)-0.048Money Flow Index (14D)56.07
RSI (14D)43.08Trend ADX (14D)14.16
1-Week Return %-6.06%1-Month Return %+10.87%
Opening Gap %-3.03%Dist. to 52W High %-62.80%
Piotroski F-Score5 / 9Altman Z-Score31.42
Change from Open %-3.12%VWAP Deviation %-0.81%
Turnover (USD)$74.32MFree Float %+99.58%
EV/EBITDA0.00P/FCF0.00
Sloan Ratio %+34.38%Zmijewski Score-3.63
06

Multi-Factor Selection Roster

👈 Swipe horizontally to inspect all 10 quantitative fields 👉
US Equity Multi-Factor Resonance Stock Selection Roster
Trend Symbol Industry Score Resonance Close & 1D Intraday Intent Turnover·RV Breakout Health Radar Next Earnings
BULLISH ALVO Divergent Biotechnology 29.1 2/5 $5.25 (+18.5%) Bull Drive (+9.6%) $16.69M · 3.4x Accruals! Nov 11, 2026
BULLISH CART Air freight/Couriers 85.2 4/5 $51.78 (+3.9%) Bull Drive (+3.9%) $200.08M · 0.8x 52W Breakout Healthy Nov 17, 2026
BULLISH IAG Precious metals 86.6 4/5 $21.80 (+3.1%) Neutral (+2.0%) $154.65M · 1.2x 3M Breakout Healthy Nov 10, 2026
BULLISH BTG Precious metals 85.6 4/5 $5.72 (+3.6%) Bull Drive (+2.1%) $234.62M · 1.7x 3M Breakout Healthy Nov 11, 2026
BULLISH MA Finance/Rental/Leasing 86.0 4/5 $599.86 (+3.3%) Bull Drive (+2.5%) $1.87B · 1.1x ATH Healthy Oct 22, 2026
BULLISH EQX Precious metals 79.0 4/5 $13.76 (+1.7%) Neutral (+0.0%) $231.95M · 1.3x Fair Nov 04, 2026
BULLISH ASST Financial conglomerates 94.7 3/5 $19.73 (+8.3%) Bull Drive (+5.2%) $290.18M · 2.8x Accruals! Nov 13, 2026
BULLISH BMNR Financial conglomerates 90.2 3/5 $24.14 (+5.7%) Bull Drive (+2.3%) $1.61B · 1.8x Accruals! Nov 20, 2026
BULLISH FRPT Food: specialty/candy 90.7 3/5 $76.55 (+3.5%) Bull Drive (+3.4%) $109.31M · 1.2x 3M Breakout Healthy Nov 09, 2026
BULLISH CELH Beverages: non-alcoholic 91.4 3/5 $35.03 (+5.0%) Bull Drive (+3.6%) $449.65M · 1.1x 3M Breakout Fair Nov 05, 2026
BEARISH AAOI Semiconductors 77.8 4/5 $107.63 (-13.8%) Neutral (-1.4%) $1.62B · 1.2x Accruals! Nov 05, 2026
BEARISH XPEV Motor vehicles 88.3 4/5 $11.15 (-8.5%) Bear Dump (-5.7%) $294.82M · 4.2x Breakdown Weak Nov 24, 2026
BEARISH FRVO Alternative power generation 86.6 4/5 $15.47 (-8.6%) Bear Dump (-8.8%) $66.72M · 1.0x Accruals! Dec 02, 2026
BEARISH FLNC Electrical products 87.5 4/5 $10.86 (-4.2%) Bear Dump (-2.4%) $75.09M · 1.2x Breakdown Weak Nov 30, 2026
BEARISH AEVA Semiconductors 82.6 4/5 $16.46 (-10.0%) Bear Dump (-7.1%) $28.76M · 1.1x Accruals! Nov 11, 2026
BEARISH SMR Electrical products 82.8 4/5 $9.05 (-3.7%) Bear Dump (-2.4%) $417.89M · 1.5x Accruals! Nov 05, 2026
BEARISH HUN Chemicals: major diversified 81.2 4/5 $9.60 (-3.7%) Bear Dump (-3.5%) $28.90M · 1.4x Breakdown Fair Oct 29, 2026
BEARISH BW Electronic equipment/Instruments 82.3 4/5 $7.69 (-7.1%) Bear Dump (-5.6%) $41.56M · 0.7x Breakdown Weak Nov 11, 2026
BEARISH OLN Industrial specialties 81.6 4/5 $17.57 (-4.5%) Bear Dump (-4.5%) $62.57M · 1.5x Breakdown Fair Oct 22, 2026
BEARISH POET Electrical products 77.2 4/5 $7.75 (-6.1%) Bear Dump (-3.1%) $74.32M · 0.8x Accruals! Nov 12, 2026
07

Quantitative Methodology & Factor Glossary

5D Attribution Model
Standardized composite framework integrating D1 Index Beta (20%), D2 Sector Co-Movement (25%), D3 Capital Flow (25%), D4 Price Action (15%), and D5 Fundamental Support (15%).
Median Absolute Deviation (MAD)
Outlier-resistant cross-sectional metric: Z = (X - Median) / (1.4826 * MAD), preventing penny-stock anomalies from skewing cross-sectional statistics.
Piotroski F-Score
9-point financial health index assessing profitability, leverage, and operating efficiency. Scores >= 5 represent solid structural health.
Altman Z-Score
Credit distress formula evaluating bankruptcy risk. Scores > 2.60 denote safe zones, while < 1.50 trigger balance sheet distress warnings.
Zmijewski Score
Probit-based financial distress and bankruptcy prediction model assessing ROA (profitability), leverage (debt/assets), and liquidity (current ratio). Lower scores indicate safety (scores < 0 signify minimal bankruptcy risk, while > 0 or > 0.5 warn of acute financial distress).
Sector Divergence Penalization
Imposes heavy D2 deductions and role tagging when an equity's move contradicts its industry trend, isolating idiosyncratic event risk.
08

Market FAQ & Factor Insights

Standardized Q&A pairs curated for search engines and Generative AI citation
Q1 What is the US equity market regime and breadth on August 24, 2026?
The US equity macro regime is operating in a "Mild Bearish" posture. Across the universe of 1422 high-liquidity equities (Daily Volume > 1M), 660 stocks advanced (46.4%) while 749 declined (52.7%). Market breadth shows clear thematic concentration with institutional liquidity prioritizing cash-flow generative and 5D resonant leaders.
Q2 Which equities are today's top bullish leaders under the 5D Resonance Model?
Selected by the 5D Robust Attribution Engine, top bullish representatives include: ALVO (Biotechnology, +18.51%, Score 29.1); CART (Air freight/Couriers, +3.91%, Score 85.2); IAG (Precious metals, +3.12%, Score 86.6). These names exhibited multi-dimensional confirmation across index beta, sector co-movement, and institutional accumulation.
Q3 Which stocks showed severe weakness or extreme sector divergence today?
Prominent bearish and divergence watchlist names include: AAOI (Semiconductors, -13.77%, Score 77.8); XPEV (Motor vehicles, -8.53%, Score 88.3); FRVO (Alternative power generation, -8.57%, Score 86.6). The model imposed explicit D2 penalization and role tagging on divergent equities hit by idiosyncratic headlines.
Q4 What are the core dimensions of the 5-Dimensional Quantitative Attribution Model?
The 5D quantitative framework comprises: D1 Index Alignment (20%), D2 Sector Co-Movement (25%, binomial test with divergence penalty), D3 Capital Flow Profile (25%, RelVol/CMF/MFI), D4 Price Action (15%, moving average breakout and 52-week percentile), and D5 Fundamental Support (15%, Piotroski F-Score and Altman Z-Score credit checks).
GEO & AI CITATION READY

Key Takeaways & Executive Synthesis

01 Market Regime & Breadth
Market operates under "Mild Bearish" posture with 46.4% advancing (660/1422 liquid universe), showing institutional thematic concentration.
02 Bullish Resonance Drivers
Top 5D resonance leaders: ALVO (+18.5%) · CART (+3.9%) · IAG (+3.1%). Supported by index beta alignment, industry co-movement, and institutional accumulation.
03 Bearish & Divergence Warnings
Bearish and watchlist names: AAOI (-13.8%) · XPEV (-8.5%) · FRVO (-8.6%). Model applies explicit D2 sector divergence penalization to isolate headline risk.
04 5D Attribution Framework
Engineered via 5D Robust Attribution (D1 20%, D2 25%, D3 25%, D4 15%, D5 15%), incorporating MAD outlier filtering and Piotroski/Altman credit scoring.
[IMPORTANT DISCLAIMER]

This report is prepared solely for market research, quantitative analysis, and educational purposes and does not constitute financial, investment, legal, or tax advice.

All data, factor scores, and analytical insights presented herein are generated from publicly available market information and algorithmic models. Investors must conduct independent due diligence and assume full responsibility for their investment decisions.