Page 1 of 2 — Full ranking, strongest to weakest · As of September 4, 2026 market close · 21 stocks · 33-criteria screen
# Ticker Company Price Score Verdict 12-mo PT Upside P/E Wk %
1 MU Micron Technology $1,016.59 25 of 33 (76%) ACCUMULATE (cyclical) $1,145 +13% 23.0 +9.0%
2 NVDA NVIDIA Corporation $230.36 24 of 33 (73%) ACCUMULATE $315 +37% 29.1 +5.9%
3 TSM Taiwan Semiconductor (ADR) $428.91 24 of 33 (73%) ACCUMULATE $470 +10% 28.3 +2.7%
4 UBER Uber Technologies $75.76 24 of 33 (73%) ACCUMULATE ON WEAKNESS $100 +32% 17.9 -3.9%
5 GOOGL Alphabet Inc. (Class A) $338.46 22 of 33 (67%) ACCUMULATE $430 +27% 17.0 -2.4%
6 AMZN Amazon.com $258.51 22 of 33 (67%) HOLD $315 +22% 20.8 -3.0%
7 VST* Vistra Corp. $149.30 21 of 33 (64%) ACCUMULATE ON WEAKNESS $190 +27% 25.2 +8.9%
8 AMAT Applied Materials $454.71 20 of 33 (61%) HOLD $495 +9% 39.7 -1.5%
9 DELL Dell Technologies $524.14 19 of 33 (58%) HOLD / ACCUMULATE $450 -14% 30.4 +14.9%
10 PLTR Palantir Technologies $174.33 18 of 33 (55%) HOLD $190 +9% 149.0 -6.4%
11 NFLX Netflix, Inc. $78.25 18 of 33 (55%) ACCUMULATE on WEAKNESS $115 +47% 24.6 -4.2%
12 MRVL Marvell Technology $223.55 17 of 33 (52%) HOLD / SPECULATIVE $235 +5% 109.0 +3.2%
13 SOFI SoFi Technologies $18.22 17 of 33 (52%) HOLD $19 +4% 38.0 +0.9%
14 BABA Alibaba Group Holding $113.24 17 of 33 (52%) ACCUMULATE ON WEAKNESS $150 +32% 26.6 -4.8%
15 VRT Vertiv Holdings Co $280.53 16 of 33 (48%) HOLD $355 +27% 63.5 +9.1%
16 AAPL Apple Inc. $319.97 15 of 33 (45%) HOLD $330 +3% 36.7 +0.1%
17 HOOD Robinhood Markets, Inc. $122.11 14 of 33 (42%) HOLD / SPECULATIVE $100 -18% 53.8 +17.1%
18 IREN IREN Limited $44.68 13 of 33 (39%) HOLD / SPECULATIVE $65 +45% n/m +26.0%
19 GLW Corning Incorporated $154.30 12 of 33 (36%) HOLD $150 -3% 70.5 +3.6%
20 DKNG DraftKings Inc. $24.01 10 of 33 (30%) AVOID $30 +25% n/m -5.0%
21 SNOW Snowflake Inc. $337.18 8 of 33 (24%) AVOID $350 +4% n/m +2.8%

HOW TO READ THIS TABLE

Ranking = score on our 33-criterion screen (quality, financial condition, growth, earnings, valuation, momentum, ownership/liquidity) from each stock's Analysis & Valuation workbook, all priced at the September 4, 2026 close. Score measures how completely a stock passes the screen — the PROFILE matters as much as the number: MU RECLAIMS THE SERIES HIGH at 25/33 (+2) on an +8.98% week / +15.33% month rally that flipped momentum from 1/3 to 3/3; next earnings CONFIRMED Sep 30, 2026 (did not report early). TSM rises +2 to 24/33 on a broad chip-sector bounce (momentum 1/3 to 3/3, all periods positive), while UBER slips -1 to 24/33 as a -3.88% week cost its week-momentum pass — no longer the sole or tied series leader for the first time in several cycles; the top is now a tight cluster (MU 25, NVDA/TSM/UBER 24). The week's biggest story is DELL's Sep 1 blowout beat-and-raise — Q2 FY27 GAAP EPS $6.34 vs $1.70 a year ago (+272.9% YoY) on ~$47B revenue (+58% YoY), FY27 guidance raised again, and a +23% three-session rally to a new all-time high $524.14 — yet the score held flat at 19/33 because the earnings criteria were already passing pre-print; our $450 target, set before the print, is now BELOW both the price and the $564.46 analyst average, flagged here explicitly rather than silently revised. SNOW (Sep 2 AMC) also delivered a genuinely strong quarter (TTM revenue $5.435B, +32% YoY, a third straight accelerating quarter) but improved only +1 to 8/33 since the IF-guards correctly keep P/E and PEG failing with no GAAP profit. HOOD fell -2 to 14/33 DESPITE a +17.12% week (a cluster of bullish analyst actions) as the rally broke three valuation tests — 'good tape, expensive stock.' PLTR enters the top 10 at #10 (18/33, +1) as NFLX drops to #11 (18/33, -1). 12-mo PT = our own price target. Bold rows = top 10, detailed below.

IMPORTANT DISCLAIMER: This document is provided for informational and educational purposes only. It does not constitute investment, legal, tax, or other professional advice, and nothing contained herein should be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any security or other financial instrument, in any jurisdiction. The information presented is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed, and certain figures are estimates that may prove incorrect. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. Readers must conduct their own independent research and due diligence and should consult a duly licensed financial, legal, or tax professional regarding their individual circumstances before making any investment decision. The author and ACapital Group LLC accept no liability for any loss arising from the use of this material.
Equity Research - Series Ranking Report
ACapital Group LLC · September 4, 2026
by Carlos Artiles

iiReport — STOCK RANKING & PRICE TARGETS

Page 2 of 2 — Top 10: tactical, swing and 12-month price targets · As of September 4, 2026 market close
Tactical = this week, from support/resistance and momentum. Intermediate = swing-position objective. 12-month = our valuation-based target (My Price Analysis).
1. MU $1,016.59 · 25 of 33 (76%) · ACCUMULATE (cyclical)12-mo: $1,145 +13%
Tactical: Hold the SMA-50 $938; reclaim the 52-wk high $1,255Intermediate: $1,145 (My PT), then new highs

MU RECLAIMS THE SERIES HIGH at 25/33 (+2): a +8.98% week and +15.33% month rally flipped momentum from 1/3 to 3/3 as the DRAM/HBM cycle re-rated again. Quality remains a full sweep (Financial 4/4, Mgmt 3/3, Growth 3/3, Earnings 2/2); the trailing cheapness still rests on peak memory-cycle EPS, the standing caveat (C43 deliberately not credited). Hold the SMA-50 ($938); reclaim the 52-week high ($1,255). Our 12-month $1,145 (+13%). Next earnings CONFIRMED Sep 30, 2026.

2. NVDA $230.36 · 24 of 33 (73%) · ACCUMULATE12-mo: $315 +37%
Tactical: Hold the SMA-50 $211; reclaim the 52-wk high $236.54Intermediate: $255, then the raised PT $315

NVDA holds #2 at 24/33 (flat) on a quiet week following the Aug 26 blowout: revenue $96.2B (+106% YoY), Data Center $89.0B (+117% YoY), and GAAP EPS ($2.46) EXCEEDING non-GAAP for the first time, a genuine earnings-quality upgrade. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 remain a full sweep. Hold the SMA-50 (~$211); reclaim the 52-week high ($236.54). Our 12-month $315 (+37%).

3. TSM $428.91 · 24 of 33 (73%) · ACCUMULATE12-mo: $470 +10%
Tactical: Hold the SMA-50 $420; reclaim the 52-wk high $479Intermediate: $450, then new highs

TSM rises to 24/33 (+2) as a broad chip-sector bounce flipped momentum from 1/3 to 3/3 — week, month, quarter and 52-week returns are all now positive. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 remain fully intact, still one of only two true four-pillar sweeps in the series. Hold the SMA-50 ($420); reclaim the 52-week high ($479). Our 12-month $470 (+10%). Next earnings mid-Oct.

4. UBER $75.76 · 24 of 33 (73%) · ACCUMULATE ON WEAKNESS12-mo: $100 +32%
Tactical: Hold the SMA-50 $74; reclaim the SMA-200 $77.59Intermediate: $85, then $101.99 (52-wk high)

UBER slips to 24/33 (-1) and is no longer the sole or tied series leader for the first time in several cycles — a -3.88% week flipped the week-momentum test to a fail. Still the series' best Valuation profile (12/15) and its standing status as the only reliable margin-of-safety pass (C43); nothing about the underlying business changed. Hold the SMA-50 ($74); reclaim the SMA-200 ($77.59). Our 12-month $100 (+32%).

5. GOOGL $338.46 · 22 of 33 (67%) · ACCUMULATE12-mo: $430 +27%
Tactical: Hold the SMA-200 $331; reclaim the SMA-50 $349Intermediate: $380, then $408.61 (52-wk high)

GOOGL holds 22/33 (flat) on a quiet week. Growth 3/3 and Mgmt 3/3 remain intact (Cloud strength, dividend growth); the Jul-22 one-time-gain P/E artifact continues to partially unwind. Hold the SMA-200 ($331.38); reclaim the SMA-50 ($348.57) toward the 52-week high ($408.61). Our 12-month $430 (+27%).

6. AMZN $258.51 · 22 of 33 (67%) · HOLD12-mo: $315 +22%
Tactical: Hold the SMA-50 $254; reclaim $287.20 (52-wk high)Intermediate: then new highs

AMZN rises to 22/33 (+1) as a firmer week nudged momentum back in its favor. The Jul-30 Anthropic-gain caveat on the trailing P/E still stands, and FCF stays deeply negative on the ~$220B FY26 capex guide. Hold the SMA-50 ($253.95); reclaim $287.20 toward new highs. Our 12-month $315 (+22%).

7. VST $149.30 · 21 of 33 (64%) · ACCUMULATE ON WEAKNESS12-mo: $190 +27%
Tactical: Hold $132.66 (52-wk low); reclaim the SMA-50 $150Intermediate: SMA-200 $158, then $190

VST slips to 21/33 (-1): a rally in the shares broke two valuation tests (P/E-vs-industry, P/S-vs-industry) even as quarter-momentum flipped to a pass — a mixed week. Financial 1/4 (D/E ~355%) remains the standing structural caveat. No feed-lag issue this cycle. Hold $132.66; reclaim the SMA-50 ($149.64). Our 12-month $190 (+27%).

8. AMAT $454.71 · 20 of 33 (61%) · HOLD12-mo: $495 +9%
Tactical: Hold the SMA-200 $407; reclaim the SMA-50 $534Intermediate: $560, then $739.67 (52-wk high)

AMAT holds 20/33 (flat) as the market continues digesting the Aug 13 beat-and-raise (GAAP EPS $3.17, +43% YoY). Quality remains flawless (Mgmt 3/3, Growth 3/3, Earnings 2/2); Valuation stays the binding constraint. Hold the SMA-200 ($407.06); reclaim the SMA-50 ($533.72). Our 12-month $495 (+9%).

9. DELL $524.14 · 19 of 33 (58%) · HOLD / ACCUMULATE12-mo: $450 -14%
Tactical: Hold the SMA-50 $439; reclaim $524.14 (new all-time high)Intermediate: $550, then new highs

DELL holds 19/33 (flat) but the story is much bigger than the score: Q2 FY27 (Sep 1) GAAP EPS $6.34 vs $1.70 a year ago (+272.9% YoY) on ~$47B revenue (+58% YoY), FY27 guidance raised again, and a +23% three-session rally to a new all-time high $524.14. Our $450 target predates this beat-and-raise and now sits BELOW both the price and the $564.46 analyst average — flagged explicitly rather than chased or silently revised. Hold the SMA-50 ($439.45); reclaim the new high ($524.14). Under re-underwrite review; next earnings ~late Nov.

10. PLTR $174.33 · 18 of 33 (55%) · HOLD12-mo: $190 +9%
Tactical: Hold the SMA-200 $151; reclaim $190 (My PT)Intermediate: $200, then $207.52 (52-wk high)

PLTR enters the top 10 at 18/33 (+1) as a -4.49% week pushed the price down enough to flip the forward-PEG and P/B-vs-industry tests to a pass — a case of the screen's margin-of-safety tests improving on price weakness, not on new fundamentals. The GARP paradox persists: trailing P/E still fails on any conventional basis, forward-PEG passes on the post-Aug-3 estimate surge. Hold the SMA-200 ($151.37); reclaim $190 (My PT). Our 12-month $190 (+9%); next earnings ~early Nov.

Sources: each ticker's recalculated Analysis & Valuation workbook (prices confirmed at the September 4, 2026 close via stockanalysis.com; EPS from SEC filings; estimates from S&P Global consensus). Tactical/intermediate levels derive from each workbook's support/resistance and moving averages. Regenerated September 4, 2026 — iiReport screening framework.
IMPORTANT DISCLAIMER: This document is provided for informational and educational purposes only. It does not constitute investment, legal, tax, or other professional advice, and nothing contained herein should be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any security or other financial instrument, in any jurisdiction. The information presented is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed, and certain figures are estimates that may prove incorrect. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. Readers must conduct their own independent research and due diligence and should consult a duly licensed financial, legal, or tax professional regarding their individual circumstances before making any investment decision. The author and ACapital Group LLC accept no liability for any loss arising from the use of this material.