Screening Filters
Price Above 200-Day Moving Average
- Purpose: Identify stocks with a sustained long-term uptrend.
- Rationale: A stock trading above its 200-day moving average is generally considered to have positive long-term price momentum and stronger market acceptance. For a long-horizon target like “500% upside by 2027,” this helps focus on names that already have technical strength and are more likely to keep attracting capital.
Quarter Revenue YoY Growth ≥ 0
- Purpose: Require companies to be at least maintaining or growing revenue year over year.
- Rationale: A stock that can potentially deliver very large upside usually needs a business that is expanding, not shrinking. Positive quarterly revenue growth is a basic sign that the company has demand for its products/services and a better chance of compounding over time.
Quarter EPS YoY Growth ≥ 0
- Purpose: Favor companies with non-declining earnings performance.
- Rationale: Earnings growth suggests improving profitability or at least stabilization. Stocks with strong multi-year upside often come from businesses that are becoming more efficient and earning more over time, which supports valuation expansion and longer-term appreciation.
Optionable = True
- Purpose: Keep only stocks that have listed options.
- Rationale: Optionable stocks tend to be more liquid and more widely followed by institutions and traders. This does not directly predict upside, but it often helps identify names with enough market participation and trading activity to support larger moves.
Target Price Upside Potential: More Above Price
- Purpose: Find stocks where analyst target prices imply meaningful upside from the current price.
- Rationale: Since the user is asking for stocks with very large upside, this filter screens for names where Wall Street already sees room for appreciation. It is a practical way to surface stocks with high estimated return potential, even though a 500% move is far more aggressive than typical analyst targets.
Analyst Consensus: Strong Buy, Moderate Buy
- Purpose: Focus on stocks with broadly positive analyst sentiment.
- Rationale: Strong or moderate buy ratings suggest analysts believe the company has favorable fundamentals, execution, or growth prospects. This helps narrow the list to stocks that professional analysts see as attractive, which is useful when searching for long-term winners.
Why Results Match:
- The user is looking for stocks with very large upside by 2027, so the screen combines growth, momentum, and professional bullishness.
- Revenue and EPS growth ensure the companies are expanding fundamentally.
- Price above the 200-day moving average adds technical strength and trend confirmation.
- Analyst target upside and buy ratings point to stocks that already have favorable forward expectations.
- Optionable stocks improve liquidity and market relevance, which is helpful when screening for names that can potentially attract sustained investor interest.
Overall, these filters are designed to find stocks that are not just cheap or speculative, but have a combination of business growth, market momentum, and analyst support that could make them candidates for substantial upside over time.
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.