Research Radar archive
What the system was watching on September 30, 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 |
|---|---|---|---|---|
KEYS Keysight Technologies, Inc. Technology | Shares rose 14.3% over 21 trading days through September 30. Third-quarter orders increased 56%, and management raised its Q4 and full-year outlook; supply constraints remain a risk. | Sep 30 – Oct 7 | Active (as of archive) | Open |
AMAT Applied Materials, Inc. Technology | Shares rose about 15% through September 30. Management raised its 2026 growth outlook and guided to Q4 revenue of $10.25 billion, up 51% year over year, on strong chip-equipment demand. | Sep 30 – Oct 7 | Active (as of archive) | Open |
TSM Taiwan Semiconductor Manufacturing Company Limited Technology | Shares gained 11.3% through September 30 and closed at a period high. Strong AI and data-center demand, tight advanced-chip capacity and robust profitability support the trend. | Sep 30 – Oct 7 | Active (as of archive) | Open |
VICR Vicor Corporation Technology | Vicor raised Q3 sequential revenue-growth guidance from nearly 10% to more than 20%, citing AI-related licensing royalties. Shares gained about 62% through September 30, making pullback risk substantial. | Sep 30 – Oct 7 | Active (as of archive) | Open |
BE Bloom Energy Corporation Industrials | Shares rose about 31% through September 30. AI data-center power demand, a substantial backlog and raised 2026 revenue guidance support upside potential, though valuation and volatility are high. | Sep 30 – Oct 7 | Active (as of archive) | Open |
IOVA Iovance Biotherapeutics, Inc. Healthcare | Iovance raised 2026 revenue guidance to $410 million-$420 million after Q2 revenue grew 66% year over year. Shares gained roughly 79% through September 30; the sharp move and ongoing cash burn warrant caution. | Sep 30 – Oct 7 | Active (as of archive) | Open |
BB BlackBerry Limited Technology | On September 24, BlackBerry reported 26% revenue growth, record QNX revenue and higher fiscal 2027 revenue and adjusted EBITDA outlooks. Shares rose about 17% through September 30 to a period high. | Sep 30 – Oct 7 | Active (as of archive) | Open |
IDT IDT Corporation Communication Services | Record fiscal-year and Q4 results accompanied a 15.5% share gain through September 30. Q4 operating income rose 52%, while positive cash flow and low debt support the momentum case. | Sep 30 – Oct 7 | Active (as of archive) | Open |
CNK Cinemark Holdings, Inc. Communication Services | Shares gained about 6.8% through September 30 and closed near their recent high. Record Q2 results, a strong summer box office and $299 million in Q2 free cash flow provide operating support. | Sep 30 – Oct 7 | Active (as of archive) | Open |
CCL Carnival Corporation & plc Consumer Cyclical | A reported fiscal Q3 earnings beat, raised guidance, record bookings and higher forward pricing drove a recent rally. Shares gained about 7.1% through September 30, though a sustained break above the September 29 close of $25.11 remains unconfirmed. | Sep 30 – Oct 7 | 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 |
|---|---|---|---|---|
HPE Hewlett Packard Enterprise Company Technology | Sep 22–29 | +0.8% | 2026-09-29 | Open |
MU Micron Technology, Inc. Technology | Sep 22–29 | -2.8% | 2026-09-29 | Open |
META Meta Platforms, Inc. Communication Services | Sep 22–29 | +0.3% | 2026-09-29 | Open |
FTNT Fortinet, Inc. Technology | Sep 22–29 | +1.0% | 2026-09-29 | Open |
SMTC Semtech Corporation Technology | Sep 22–29 | +3.3% | 2026-09-29 | Open |
BE Bloom Energy Corporation Industrials | Sep 22–29 | +5.3% | 2026-09-29 | Open |
RKLB Rocket Lab USA, Inc. Industrials | Sep 22–29 | -3.2% | 2026-09-29 | Open |
MRNA Moderna, Inc. Healthcare | Sep 22–29 | +11.4% | 2026-09-29 | Open |
IBIT iShares Bitcoin Trust | Sep 22–29 | -3.1% | 2026-09-29 | Open |
WOR Worthington Industries, Inc. Industrials | Sep 22–29 | +1.7% | 2026-09-29 | Open |
Weekly rating moves
Rating moves
Upgrades and downgrades captured for the week.
Snapshot — week of 2026-09-30
- NVDA8.0NVIDIA Corporation · Technology
- ESE7.0ESCO Technologies Inc. · Technology
- NWPX7.0NWPX Infrastructure, Inc. · Industrials
- AX7.0Axos Financial, Inc. · Financial Services
- AIZ7.0Assurant, Inc. · Financial Services
- TMO7.0Thermo Fisher Scientific Inc. · Healthcare
- V7.0Visa Inc. · Financial Services
- AG7.0First Majestic Silver Corp. · Basic Materials
- ENS7.0EnerSys · Industrials
- RELY7.0Remitly Global, Inc. · Technology