Research Radar archive
What the system was watching on September 25, 2026
Frozen snapshot — captured at . This page does not refresh. Live view: today's Radar.
AI stock ideas
AI stock ideas
Short-term ideas with entry date, tracking window, and public outcome.
DatedTrackedOutcome visibleResearch only
| Ticker | Catalyst | Window | Status | Link |
|---|---|---|---|---|
MSFT Microsoft Corporation Technology | Azure grew 40%, Copilot paid seats doubled quarter over quarter, and shares closed above their prior range high on September 25. The breakout still needs to hold. | Sep 25 – Oct 2 | Active (as of archive) | Open |
ADI Analog Devices, Inc. Technology | Industrial revenue rose 53% year over year, management guided to $4.3 billion in Q4 revenue, and shares reached their highest close in the supplied period on September 25. | Sep 25 – Oct 2 | Active (as of archive) | Open |
NTAP NetApp, Inc. Technology | Record fiscal Q1 results included 30% revenue growth and a raised fiscal 2027 outlook. Shares closed at a period high on September 25, just above their earlier high. | Sep 25 – Oct 2 | Active (as of archive) | Open |
VICR Vicor Corporation Technology | Vicor raised its Q3 sequential-growth outlook from nearly 10% to more than 20%, citing license royalties. Shares gained about 30% in the five sessions through September 25, though the move is extended. | Sep 25 – Oct 2 | Active (as of archive) | Open |
AAON AAON, Inc. Industrials | Q2 sales grew 101.2% year over year, 2026 sales-growth guidance rose to 55%–60%, and shares closed above their prior 20-session high on September 25. Data-center cooling demand supports the outlook. | Sep 25 – Oct 2 | Active (as of archive) | Open |
WOR Worthington Industries, Inc. Industrials | Fiscal Q1 sales rose 13% and adjusted EPS beat expectations. Shares gained 6.7% over 21 sessions through September 25; a move above nearby $62.20 resistance would strengthen the setup. | Sep 25 – Oct 2 | Active (as of archive) | Open |
TWLO Twilio Inc. Communication Services | Q2 organic revenue grew 17%, management raised 2026 organic-revenue guidance, and shares gained 15.6% over 21 sessions through September 25. A sharp final-session pullback makes this a volatile pick. | Sep 25 – Oct 2 | Active (as of archive) | Open |
TWST Twist Bioscience Corporation Healthcare | Fiscal Q3 revenue grew 23%, management raised its full-year outlook and forecast adjusted EBITDA breakeven next quarter. Shares gained about 22% through September 25 and closed near their recent high. | Sep 25 – Oct 2 | Active (as of archive) | Open |
RSKD Riskified Ltd. Technology | Riskified reported its strongest revenue growth in more than four years and announced AI-product expansion and a Marqeta partnership. Shares gained about 29% through September 25, with a September 23 jump on elevated volume. | Sep 25 – Oct 2 | Active (as of archive) | Open |
NTRA Natera, Inc. Healthcare | Q2 revenue grew 37.7% year over year, while regulatory and Medicare-coverage milestones support its testing business. Shares closed at a period high on September 25 after gaining about 22% in 21 sessions. | Sep 25 – Oct 2 | Active (as of archive) | Open |
Trust layer
Outcome log
Closed ideas with realised P/L. Winners and losers stay visible.
| Ticker | Window | Outcome | Closed | Link |
|---|---|---|---|---|
AMD Advanced Micro Devices, Inc. Technology | Sep 17–24 | +15.4% | 2026-09-24 | Open |
DELL Dell Technologies Inc. Technology | Sep 17–24 | -8.9% | 2026-09-24 | Open |
BE Bloom Energy Corporation Industrials | Sep 17–24 | -5.0% | 2026-09-24 | Open |
UMC United Microelectronics Corporation Technology | Sep 17–24 | -1.5% | 2026-09-24 | Open |
BUG Global X Cybersecurity ETF Financial Services | Sep 17–24 | +2.9% | 2026-09-24 | Open |
USO United States Oil Fund, LP Financial Services | Sep 17–24 | -1.4% | 2026-09-24 | Open |
TEM Tempus AI, Inc. Healthcare | Sep 17–24 | +2.3% | 2026-09-24 | Open |
ILMN Illumina, Inc. Healthcare | Sep 17–24 | +11.7% | 2026-09-24 | Open |
FRO Frontline Ltd. Energy | Sep 17–24 | -5.2% | 2026-09-24 | Open |
SDGR Schrödinger, Inc. Healthcare | Sep 17–24 | -2.6% | 2026-09-24 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-09-25
- NVDA8.0NVIDIA Corporation · Technology
- AIZ7.0Assurant, Inc. · Financial Services
- AG7.0First Majestic Silver Corp. · Basic Materials
- SSD7.0Simpson Manufacturing Co., Inc. · Industrials
- MDT7.0Medtronic plc · Healthcare
- CON7.0Concentra Group Holdings Parent, Inc. · Healthcare
- NMIH7.0NMI Holdings, Inc. · Financial Services
- AX7.0Axos Financial, Inc. · Financial Services
- AME7.0AMETEK, Inc. · Industrials
- RELY7.0Remitly Global, Inc. · Technology