Screening Filters & Rationale
Market Cap ≥ $30B:
- Purpose: Focus on large-cap companies with established businesses and generally greater stability.
- Rationale: Larger firms are often more resilient in downturns and have broader analyst coverage, which can improve reliability of consensus and estimates.
Analyst Consensus = Strong Buy:
- Purpose: Identify stocks with the most favorable view from Wall Street analysts.
- Rationale: A strong buy consensus suggests widespread professional conviction about upside potential and business strength.
Weekly Average Turnover ≥ 1,000,000 Shares:
- Purpose: Ensure high liquidity so positions can be entered and exited easily.
- Rationale: Higher trading volumes typically mean tighter bid-ask spreads and lower transaction costs for investors.
Target Price Upside Potential = Above Current Price:
- Purpose: Select stocks where the consensus target price implies further upside from today’s level.
- Rationale: Positive target price gaps indicate analysts expect future price appreciation rather than a stock that is already fully valued.
Earnings Surprise = Beat on Both Revenue and EPS:
- Purpose: Focus on companies that have recently outperformed expectations on both sales and profits.
- Rationale: Consistent positive surprises can signal strong execution, conservative guidance, and potential for continued momentum.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.