Screening Filters
Market Cap ≥ $2,000,000,000
- Purpose: Focus on mid- to large-cap companies.
- Rationale:
- Larger companies are typically more established, with more stable business models and better analyst coverage.
- Analyst ratings (like “Strong Buy”) tend to be more reliable and widely followed for bigger companies than for very small, illiquid, or speculative stocks.
Monthly Average Dollar Volume ≥ $500,000
- Purpose: Ensure sufficient liquidity.
- Rationale:
- Higher dollar volume means it’s easier to buy and sell without moving the price too much.
- This makes any “Strong Buy” rating more actionable in practice, because you can realistically enter and exit positions.
YTD Price Change ≥ 0%
- Purpose: Filter for stocks that are at least holding their value or trending upward this year.
- Rationale:
- A “Strong Buy” combined with non-negative year-to-date performance suggests that the market is not outright rejecting the bullish thesis.
- It helps avoid names that are in severe downtrends where the rating may be stale, controversial, or tied to a turnaround story with higher risk.
Analyst Consensus = Strong Buy
- Purpose: Directly match your request for stocks with a strong buy rating.
- Rationale:
- This is the core filter: it selects companies where the average analyst recommendation is at the most bullish level (typically equivalent to an aggregate “Strong Buy” rating across covering analysts).
- It ensures all returned stocks fit your stated criterion.
Target Price Upside Potential = “MoreAbovePrice”
- Purpose: Require that analysts’ target prices are meaningfully above the current share price.
- Rationale:
- A “Strong Buy” is more compelling when analysts are also projecting substantial upside from today’s price.
- This avoids situations where a stock is rated “Strong Buy” but is already trading near or above its average target price, leaving limited expected upside.
Why Results Match Your Request
- The analyst consensus = Strong Buy filter is the primary response to your question; it enforces that only strongly recommended stocks appear.
- The other filters (market cap, liquidity, YTD performance, and upside potential) refine the list so that:
- The ratings are likely based on robust coverage (larger, liquid stocks).
- The recommendations are more actionable (you can trade them without major slippage).
- The bullish rating is supported by both recent price behavior and meaningful expected upside, not just a label.
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.