Pullbacks to the 150-Day Moving Average (September 23, 2026)
Query: stocks pullback to 150d moving avg · data as of 2026-09-23
Rebuilt the "Pullbacks to the 150-day moving average" screen on 2026-09-23 data: 45 stocks in a confirmed uptrend (50D > 150D MA, price in uptrend) trading 0.5%-8% above their 150D SMA, filtered for liquidity (>$5M avg turnover) and orderly pullbacks (rel. volume < 3x), ranked by momentum potential. Table includes sector/industry/theme, 1D/1M/6M returns, distance from 50D/150D SMA and 52W high, RSI, relative volume, momentum & volatility scores, valuation/growth/margin context, earnings timing, and technical pattern tags, with fresh qualitative comments on all 45 rows and an overview narrative framing the broad-market breadth washout.
Stocks in a confirmed uptrend (50D MA above 150D MA, price in an uptrend) that have cooled off and are now trading 0.5%-8% above their 150-day moving average - a classic trend pullback entry zone. Ranked by momentum potential. Filtered for liquid, orderly pullbacks (avg turnover > $5M, relative volume < 3x).
How to read this screen
Pullbacks to the 150-day moving average
This screen isolates the classic trend-continuation entry zone: names that are still in a confirmed uptrend (price above the 50-day MA, 50-day MA above the 150-day MA) but have cooled off enough to trade within 8% of their 150-day moving average — the longer-term trend line that historically acts as the support shelf in a bull leg. Momentum potential ranks how favorable the continuation setup looks from trend structure, cash-flow quality, and cross-sectional positioning.
Why this matters right now. Breadth deteriorated sharply into the latest session — the share of stocks above their 50-day dropped from ~40% to ~29% in a single day, and support breaks outnumbered resistance breaks roughly five to one. When the tape de-risks indiscriminately, quality names with intact long-term trends get pulled down to their 150-day alongside genuinely broken ones. That is precisely the filter here: separating the former from the latter.
How to use the list. - Distance from the 150D SMA is the core criterion — the closer to (or just above) zero, the more of the pullback has already been paid for, but the tighter the stop needs to be if the 150D fails. - Relative volume near or below 1.0 signals the pullback is occurring on drying supply rather than active distribution — a healthier base. - RSI in the 30s generally means selling is stretched; a name that finds buyers here is a better risk/reward than chasing a fresh breakout. - Momentum Potential blends trend continuation signals with cash-flow quality, so the top of the table skews toward structurally strong businesses in defensive or secular-growth end markets (cybersecurity, payments, mega-cap platforms) rather than pure beta.
Risks to respect. A breadth washout of this magnitude rarely bottoms in one session — ~90 of the largest decliners entered the session still above their 50-day, so another leg of repair is plausible. Financials (especially regional banks and asset managers) clustered heavily in the recent support-break list, and small caps are underperforming badly. Names here with high volatility potential, thin liquidity, or binary catalysts (single-asset miners, pre-revenue technology, clinical-stage biotech) should be sized accordingly — a 150D touch is a reference point, not a guarantee of support.
Pullbacks to the 150-Day Moving Average (Uptrend Intact)
| Symbol | Company | Sector | Industry | Theme | Price | 1D Return | 1M Return | 6M Return | % from 150D SMA | % from 50D SMA | % from 52W High | RSI (14) | Rel Volume | Momentum Potential | Volatility Potential | P/E (TTM) | Revenue Growth YoY | Gross Margin | ROE | Days to Earnings | Technical Pattern | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEN | Gen Digital Inc. | Information Technology | Software - Infrastructure | Cybersecurity | 26.23 | -3.88% | -9.89% | 33.97% | 7.88% | -8.16% | -16.49% | 32.2619 | 1.8516 | 99.2 | 85.6 | 15.34 | 27.06% | 78.46% | 37.27% | 43 | Uptrend | NortonLifeLock's consumer subscription base is one of the few cybersecurity assets that is not enterprise-cycle dependent; the de-rating reflects legacy consumer-PC exposure and leverage from the Avast deal, but the pullback to the 150D sits on top of a still-rising trend, offering a valuation reset on a recurring-revenue annuity that trades at a steep discount to enterprise security peers. |
| XYZ | Block, Inc. | Information Technology | Software - Infrastructure | Fintech & Digital Payments | 74.68 | -3.68% | -8.23% | 25.79% | 4.16% | -7.08% | -11.99% | 36.9785 | 1.083 | 98.3 | 57 | 133.36 | 0.30% | 42.82% | 6.01% | 47 | Uptrend | Cash App versus Square growth divergence remains the central debate; the fintech group has been one of the market's weakest pockets, so this is a beta-heavy turnaround where the 150D is acting as the line in the sand. Watch consumer-credit loss trends, since Block carries lending exposure into a softening labor backdrop. |
| HAFC | Hanmi Financial Corporation | Financials | Banks - Regional | US Regional & Community Banks | 31.58 | -1.25% | 1.15% | 23.98% | 6.19% | -0.89% | -5.19% | 45.8665 | 1.0496 | 97.2 | 12.9 | 10.63 | 15.28% | 0.00% | 9.48% | 28 | Uptrend | A Korean-American commercial bank with unusually strong capital ratios and NIM leverage to higher-for-longer rates. Regional banks were the epicenter of the recent support-break wave, so this name is holding up far better than its peer group — deposit franchise stability is the differentiator. |
| HQY | HealthEquity, Inc. | Health Care | Health Information Services | Managed Care & Health Insurance | 90.39 | -1.48% | -14.24% | 10.10% | 1.27% | -9.09% | -15.36% | 33.1616 | 1.096 | 97.1 | 59.6 | 33.85 | 9.47% | 69.52% | 10.51% | 70 | Uptrend | HSA custodian with a sticky, fee-heavy float; the recent slide reflects cyclical concerns about lower rates compressing interest income on custodian balances rather than account-growth deterioration. High switching costs make it a quality compounder trading down to trend rather than broken. |
| IESC | IES Holdings, Inc. - Common Stock | Industrials | Engineering & Construction | Power Generation & Utilities | 319.73 | -0.42% | -6.65% | 35.48% | 3.55% | -3.99% | -59.73% | 33.4398 | 0.5347 | 96.9 | 38.4 | 21.29 | 16.89% | 25.49% | 29.07% | 58 | Uptrend | Electrical infrastructure contractor levered to data-center and power-grid buildout, where backlogs have been the earnings engine. Deep pullback from the highs reflects the broader industrials-indiscriminate selling rather than project demand; the risk is execution and margin normalization on fixed-price work. |
| BLX | Bladex, Inc. Class E | Financials | Banks - Regional | Latin American Banks | 55.25 | -0.54% | 2.98% | 14.76% | 2.27% | -1.33% | -11.99% | 50.4706 | 0.7349 | 96.5 | 42.8 | 9.12 | 14.10% | 0.00% | 15.40% | 36 | Uptrend | Pan-Latin American trade-finance bank with an attractive NIM and a dollar-funded book; benefits from nearshoring credit demand and has little retail-deposit flight risk. The Latin American banking theme has been a rare source of relative strength within Financials. |
| TOST | Toast, Inc. | Information Technology | Software - Infrastructure | Restaurant Technology | 29.81 | 0.54% | -18.80% | 12.03% | 3.30% | -9.52% | -23.60% | 32.8565 | 0.8181 | 96.4 | 100 | 37.73 | 24.05% | 25.89% | 17.19% | 41 | Uptrend | Restaurant-software platform at scale; the theme has been badly out of favor, and the pullback reflects digestion of prior hyper-growth plus restaurant-industry softness. Operating leverage on a large installed base is the bull case — payments attach rate is the incremental driver. |
| PAY | Paymentus Holdings, Inc. | Information Technology | Software - Infrastructure | Fintech & Digital Payments | 29.95 | -7.28% | -25.01% | 19.42% | 4.67% | -16.62% | -32.85% | 30.1324 | 2.4682 | 95.8 | 32.4 | 45.38 | 37.25% | 24.77% | 11.47% | 40 | Uptrend | Biller-direct payments network growing fast off a small base; the recent drop is a high-multiple software multiple reset rather than a fundamentals break. Biller-network economics improve sharply with scale, so revenue durability matters more than any single quarter. |
| VNO | Vornado Realty Trust | Real Estate | REIT - Office | Retail REITs | 34.16 | -3.17% | -12.12% | 30.78% | 1.74% | -10.12% | -18.10% | 34.9353 | 1.0196 | 95.8 | 61.6 | 8.13 | 1.27% | 49.59% | 15.57% | 40 | Uptrend | Office REIT riding the flight-to-quality narrative — its Manhattan trophy assets and Penn District development are the differentiators vs. commodity office. Rate sensitivity plus a rebound in New York leasing activity are the two swing factors; the equity is effectively a levered bet on NYC office recovery. |
| AMZN | Amazon.com, Inc. | Consumer Discretionary | Internet Retail | Online Retail Marketplaces | 249.27 | -2.24% | -4.88% | 20.28% | 1.99% | -2.74% | -12.24% | 44.0742 | 1.077 | 95.6 | 24.6 | 20.05 | 12.38% | 50.29% | 14.08% | 37 | Uptrend | The mega-cap anchor of the screen: AWS margin expansion plus advertising and an accelerating retail segment make this a core holding for anyone buying a large-cap pullback. Capex intensity on AI infrastructure is the near-term FCF watch item. |
| NTRS | Northern Trust Corporation | Financials | Asset Management | Asset Servicing & Custody Banks | 173.99 | 0.34% | -6.35% | 25.11% | 4.65% | -5.12% | -9.13% | 35.3932 | 0.9312 | 95.4 | 7.5 | 14.95 | 6.13% | 0.00% | 13.37% | 28 | Uptrend | Trust-bank/custody franchise whose revenue is tied to market levels and net interest on client cash. Asset servicing benefits when markets recover, making it a second-derivative play on breadth repair rather than a rate call. |
| SKYW | SkyWest, Inc. | Industrials | Airlines | Airlines | 99.27 | -1.91% | -2.37% | 8.20% | 4.31% | -2.74% | -14.38% | 50.6946 | 0.6084 | 94.6 | 47.9 | 9.86 | 15.03% | 50.27% | 15.51% | 37 | Uptrend | Regional airline benefiting from constrained pilot supply and fleet up-gauging; the business has become structurally more profitable post-pandemic. Fuel price and domestic travel demand are the swing variables — a cheap multiple on a cyclical with real capacity discipline. |
| IDCC | InterDigital, Inc. | Information Technology | Software - Application | Technology Licensing & Mobile Platforms | 326.55 | -2.16% | -4.26% | 7.34% | 4.72% | 2.57% | -17.65% | 47.7387 | 0.68 | 94.5 | 36.7 | 38.46 | -3.97% | 82.50% | 33.83% | 36 | Uptrend | Pure-play licensing of wireless and video patents; revenue is lumpy on renewal timing, which is exactly why the chart can gap. Very high incremental margins and a large net-cash position make any renewal-cycle pause a buyable dip rather than a deterioration. |
| DLO | DLocal Limited | Information Technology | Software - Infrastructure | Fintech & Digital Payments | 14.06 | -1.40% | -7.01% | 10.65% | 5.61% | -4.44% | -11.18% | 40.1287 | 0.6199 | 94.3 | 43.3 | 20.68 | 46.60% | 36.83% | 34.58% | 49 | Uptrend | Cross-border payments in emerging markets; growth is robust but take-rate compression from large merchants and FX/regulatory risk in Argentina and Brazil keep the multiple honest. LatAm payments has been a relative bright spot, though idiosyncratic volatility is high. |
| ATI | ATI Inc. | Industrials | Metal Fabrication | Steel Production | 184.18 | -1.28% | -12.22% | 23.12% | 3.22% | -9.27% | -20.54% | 36.613 | 0.808 | 94.1 | 70.3 | 53.85 | 5.16% | 21.95% | 23.64% | 34 | Uptrend | Aerospace and defense titanium supplier whose thermal-solutions business is the profit center; the pullback follows a large run as precious-metal-adjacent materials names sold off. Commercial aerospace build rates and defense demand underpin the backlog. |
| TPC | Tutor Perini Corporation | Industrials | Engineering & Construction | Construction Engineering & Services | 84.36 | -1.64% | -4.48% | 12.30% | 3.35% | -3.89% | -14.88% | 42.982 | 0.2911 | 94.1 | 57.8 | 36.36 | 28.11% | 11.68% | 11.78% | 42 | Uptrend | Civil contractor with a growing book of infrastructure, data-center and semiconductor-fab work — the backlog is the story, not the quarterly noise. Fixed-price contract execution and working-capital swings are the recurring risk. |
| ABNB | Airbnb, Inc. | Consumer Discretionary | Travel Services | Airlines | 149.58 | -7.56% | -21.36% | 15.06% | 2.23% | -10.83% | -21.48% | 26.4931 | 2.9862 | 93.4 | 57.2 | 34.15 | 10.26% | 82.96% | 32.88% | 43 | Uptrend | Travel platform comping against tough year-over-year comparisons while nights-booked growth normalizes; the consumer-discretionary group is the weakest sector right now, which is the primary source of pressure. Free-cash-flow generation remains elite. |
| GSAT | Globalstar, Inc. | Communication Services | Telecom Services | Satellite & Space-Based Services | 82.5 | -0.02% | 0.47% | 35.05% | 7.09% | 0.88% | -2.29% | 53.7764 | 0.7427 | 92.8 | 54.7 | — | 9.04% | 86.44% | -2.96% | 43 | Uptrend | Satellite operator whose spectrum and direct-to-device partnerships give it an asymmetric optionality profile. Extremely high valuation relative to current earnings means the stock trades on contract news and constellation milestones rather than near-term financials. |
| FTDR | frontdoor, inc. | Consumer Discretionary | Personal Services | Uniform & Workplace Solutions | 73.95 | -4.20% | -10.63% | 24.81% | 6.67% | -7.04% | -18.58% | 33.5656 | 1.6548 | 92.7 | 63.3 | 19.51 | 13.56% | 55.28% | 110.87% | 42 | Uptrend | Home-service plans business spun out of ServiceMaster; recurring-subscription revenue and modest capex make it an underfollowed cash compounder. Housing turnover and repair-frequency economics drive membership counts, so a soft housing market is the main headwind. |
| PRSU | Pursuit Attractions and Hospita | Consumer Discretionary | Travel Services | Professional Sports Teams | 48.08 | 0.54% | -1.41% | 36.24% | 6.90% | -2.66% | -14.10% | 45.4465 | 0.547 | 92.5 | 58.7 | 32.49 | 23.45% | 92.35% | 4.25% | 42 | Uptrend | Hospitality and attraction operator benefiting from resilient experiential-travel demand; asset-light management contracts plus pass-through pricing help margins. Seasonality is pronounced, so the 150D pullback is a normal entry rhythm for this name. |
| MOV | Movado Group Inc. | Consumer Discretionary | Luxury Goods | Apparel & Footwear | 33.24 | -0.12% | -3.15% | 44.88% | 6.55% | -5.98% | -16.44% | 41.1397 | 0.9066 | 92.5 | 53.1 | 18.36 | 2.74% | 54.16% | 5.25% | 62 | Uptrend | Watchmaker with a strong balance sheet and a licensing royalty stream; the earnings risk is tariff and consumer-discretionary softness in the US watch market. Small-cap liquidity and a thin float amplify moves. |
| MA | Mastercard Incorporated | Financials | Credit Services | Fintech & Digital Payments | 559.92 | 0.72% | -6.66% | 12.61% | 6.76% | -1.40% | -6.66% | 42.1388 | 0.9784 | 92.4 | 60.7 | 30.75 | 16.42% | 100.00% | 222.77% | 36 | Uptrend | Payments network with the highest-quality cash conversion in Financials, but the group has lost its defensive premium as consumer-credit concerns build. Cross-border volume growth is the key line item for the premium to hold. |
| LNC | Lincoln National Corporation | Financials | Insurance - Life | Life Insurance | 41.08 | 0.17% | -3.07% | 19.86% | 7.92% | -5.46% | -12.60% | 37.2076 | 0.676 | 91.4 | 45.4 | 3.46 | -1.25% | 27.08% | 11.53% | 36 | Uptrend | Life insurer whose earnings are dominated by spread income and alternative-investment returns; the deep-value multiple is a bet on credit remaining benign. The whole life-insurance theme de-rated on the recent de-risking wave, making this a high-beta value recovery candidate. |
| NDAQ | Nasdaq, Inc. | Financials | Financial Data & Stock Exchanges | Exchange Operators | 95.44 | 0.99% | -3.06% | 14.03% | 7.18% | 0.95% | -5.49% | 53.9118 | 0.9718 | 91.2 | 27.8 | 27.83 | 11.65% | 63.53% | 14.86% | 29 | Uptrend | Exchange and data-analytics franchise with recurring, index-linked revenue; rising listing competition and soft IPO flow are the known negatives. Its non-trading revenue mix has steadily improved, which is why it trades through cycles. |
| CSCO | Cisco Systems, Inc. | Information Technology | Communication Equipment | Data Center & Enterprise Networking | 106.43 | -0.01% | -3.45% | 32.83% | 3.67% | -5.48% | -18.13% | 40.7754 | 0.8716 | 90.9 | 27.3 | 31.96 | 5.30% | 64.94% | 20.83% | 50 | Uptrend | Networking incumbent seeing AI-driven datacenter orders revive growth; recurring software and security attach rates support margins. Being a Dow mega-cap industrial-tech hybrid, it's a relatively defensive way to hold the AI networking theme. |
| URI | United Rentals, Inc. | Industrials | Rental & Leasing Services | Equipment Rental Services | 1,032 | -1.06% | -4.76% | 38.71% | 6.94% | -3.24% | -11.40% | 49.2802 | 0.9073 | 90.5 | 52.7 | 24.85 | 4.91% | 38.16% | 27.81% | 29 | Uptrend | Equipment rental leader levered to large-project and data-center construction; the rental model gives operating leverage without owning the end-market risk. Rate and used-equipment residual values are the metrics to watch when construction activity rolls over. |
| GABC | German American Bancorp, Inc. | Financials | Banks - Regional | US Regional & Community Banks | 48.62 | -0.76% | -2.90% | 19.23% | 7.52% | -2.03% | -5.37% | 39.0492 | 0.8086 | 90.4 | 10.6 | 12.79 | 37.80% | 0.00% | 9.30% | 34 | Upward channel (0%), Uptrend | Indiana-based community bank with a conservative loan book and fee-income diversification (insurance, wealth); regional-bank sentiment is the primary driver of the multiple here, not company-specific credit. |
| SE | Sea Limited | Consumer Discretionary | Internet Retail | Media & Streaming, Fintech & Digital Payments | 103.29 | -0.37% | -10.71% | 31.90% | 5.87% | -7.21% | -46.40% | 39.8196 | 0.4511 | 90.1 | 52.4 | 39.88 | 36.38% | 44.66% | 12.86% | 48 | Uptrend | Southeast Asian e-commerce and fintech leader where Shopee's margin inflection has been the swing factor; the pullback reflects a broad EM-consumer de-rating. Path to sustained profitability in e-commerce plus fintech credit growth are the two catalysts. |
| MELI | MercadoLibre, Inc. | Consumer Discretionary | Internet Retail | Online Retail Marketplaces | 1,799 | -1.50% | -7.63% | 11.61% | 1.31% | -4.02% | -28.34% | 40.592 | 1.4202 | 89.7 | 79 | 48.85 | 34.34% | 63.23% | 27.43% | 42 | Uptrend | LatAm e-commerce and fintech powerhouse with the best long-run growth runway in the group; the sell-off is about valuation and Argentina/Brazil macro rather than share loss. Logistics investment is the margin drag and the moat being built. |
| NTCT | NetScout Systems, Inc. | Information Technology | Software - Infrastructure | Cybersecurity | 39.28 | 0.36% | 3.89% | 22.67% | 6.00% | 0.24% | -12.40% | 55.0524 | 0.6541 | 89.6 | 44.7 | 23.95 | 4.47% | 79.41% | 5.74% | 43 | Uptrend | Network-monitoring specialist with a durable enterprise install base and cybersecurity sweet-spot positioning — the only large theme that held up during the recent de-risking session. Valuation is undemanding relative to security peers. |
| AME | AMETEK, Inc. | Industrials | Specialty Industrial Machinery | Industrial Sensors & Automation | 246.45 | 0.42% | 1.85% | 13.92% | 6.02% | 1.96% | -4.67% | 58.8012 | 1.1683 | 89.5 | 16.6 | 35.98 | 6.63% | 36.04% | 13.14% | 36 | Upward channel (54%), Uptrend | Precision-instruments compounder with industrial, aerospace and medical end markets; the diversified mix has kept the trend intact through the industrial pullback. M&A-driven leverage is the historical earnings-quality knock. |
| V | Visa Inc. | Financials | Credit Services | Fintech & Digital Payments | 361.52 | -0.14% | -5.46% | 19.48% | 7.70% | -1.61% | -5.89% | 40.3253 | 0.7195 | 89.4 | 9.1 | 30.72 | 11.34% | 97.72% | 75.87% | 35 | Uptrend | Visa shares Mastercard's setup — best-in-class margin structure and network economics, but consumer-spending sensitivity is the near-term debate. A permanent holding-type asset offered at trend support rather than a broken story. |
| AIRJ | AirJoule Technologies Corporati | Industrials | Building Products & Equipment | Water Infrastructure & Flow Control | 4.14 | -5.05% | -17.37% | 34.42% | 1.58% | -12.63% | -37.18% | 38.1323 | 0.4309 | 89.3 | 50 | — | — | 0.00% | -3.75% | 50 | Upward channel (0%), Uptrend | Early-stage dehumidification/water-harvesting technology with no meaningful revenue yet — the trend reflects a promotional small-cap narrative rather than earnings power. Position sizing and dilution risk dominate the fundamental picture; treat as speculative optionality. |
| DBRG | DigitalBridge Group, Inc. | Financials | Asset Management | Asset Management | 15.99 | 0.06% | 0.06% | 3.96% | 1.99% | 0.57% | 0.00% | 61.809 | 1.7995 | 89.2 | 53.1 | 10.06 | -84.52% | 100.00% | 6.73% | 37 | Uptrend | Digital-infrastructure asset manager whose value hinges on fundraising and fee-earning AUM growth tied to data centers and fiber. The REIT-to-manager conversion makes reported revenue messy, but management-fee streams are recurring and the theme has structural AI tailwinds. |
| HMY | Harmony Gold Mining Company Lim | Materials | Gold | Gold & Silver Mining | 18.73 | -5.50% | -17.89% | 37.74% | 7.82% | -0.36% | -28.07% | 44.1905 | 0.966 | 89 | 100 | 11.78 | 20.39% | 32.83% | 29.99% | 162 | Uptrend | South African gold miner with high operational leverage to the rand gold price; the precious-metals complex has sold off hard as the dollar firmed, which is the core risk. The prolonged gap to the next earnings event adds event risk to the technical setup. |
| ARES | Ares Management Corporation | Financials | Asset Management | Asset Management | 121.48 | -2.60% | -12.32% | 16.94% | 0.68% | -8.36% | -32.94% | 32.683 | 0.7599 | 88.8 | 21.2 | 55.98 | 28.86% | 37.41% | 20.73% | 40 | Uptrend | Alternative-asset manager with one of the fastest fee-earning-AUM growth profiles in credit and real assets; the de-rating is entirely about the crowded alternative-manager trade unwinding, not fundraising. Secondary-market and insurance-balance-sheet strategies are the incremental growth drivers. |
| PSTL | Postal Realty Trust, Inc. | Real Estate | REIT - Office | Retail REITs | 23.4 | -2.26% | 1.69% | 29.64% | 6.54% | 0.24% | -6.33% | 47.6131 | 0.7623 | 88.5 | 69.2 | 43.33 | 25.47% | 78.36% | 6.19% | 41 | Uptrend | Small-cap REIT owning postal-logistics properties on long triple-net leases with strong tenant credit; the income profile is bond-like, so rate expectations dominate price action. Very low liquidity means wide spreads on entry and exit. |
| OCSL | Oaktree Specialty Lending Corpo | Financials | Asset Management | Business Development Companies (BDCs) | 12.16 | -1.70% | -5.14% | 14.99% | 5.10% | -0.89% | -14.37% | 36.7247 | 0.7758 | 88 | 51.9 | 25.33 | — | 100.00% | 2.45% | 55 | Uptrend | BDC trading near a discount to net asset value as credit concerns weigh on the sector; the dividend coverage and non-accrual trend are the two things that matter. Rate cuts would compress its floating-rate spread income. |
| HBNC | Horizon Bancorp, Inc. | Financials | Banks - Regional | US Regional & Community Banks | 19.02 | -0.83% | -3.50% | 21.57% | 2.92% | -4.65% | -8.56% | 32.5596 | 0.6313 | 88 | 57.1 | — | — | 0.00% | -21.53% | 29 | Uptrend | Midwest regional bank that has been hit by sector-wide sentiment; the recent loss suggests the market is pricing credit normalization even where company fundamentals haven't deteriorated. Net-interest-margin trajectory into a cutting cycle is the key variable. |
| AUPH | Aurinia Pharmaceuticals Inc | Health Care | Biotechnology | Autoimmune & Immunology Therapies | 16.4 | -1.62% | -1.03% | 12.64% | 4.88% | 3.04% | -11.92% | 51.4627 | 0.6607 | 88 | 52.4 | 7.19 | 20.38% | 88.46% | 50.60% | 47 | Uptrend | Commercial-stage nephrology/autoimmune biotech whose lead drug is growing but faces competitive pressure and payer dynamics; the low absolute valuation reflects both opportunity and the risk that growth plateaus. The uptrend plus distance from highs makes this a binary-risk name with technical support. |
| MMM | 3M Company | Industrials | Conglomerates | Diversified Industrials | 170.3 | 0.59% | -4.87% | 17.22% | 7.36% | -1.40% | -7.33% | 52.0024 | 0.8891 | 87.9 | 72.9 | 30.25 | 1.52% | 39.91% | 110.50% | 27 | Upward channel (9%), Uptrend | Post-litigation-settlement 3M has a stabilized story and improving organic growth, and the diversified-industrial theme has quietly held up better than peers. The multiple re-rates if litigation overhangs keep receding and the dividend stays covered by cash flow. |
| UMBF | UMB Financial Corporation | Financials | Banks - Regional | US Regional & Community Banks | 133.85 | -0.27% | -6.69% | 20.70% | 2.13% | -6.32% | -11.96% | 32.3492 | 1.1684 | 87.7 | 15.4 | 11.13 | — | 0.00% | 8.97% | 35 | Uptrend | Kansas City-based super-regional with a strong wealth-management and trust business; its fee mix differentiates it from pure spread lenders. Acquisition integration is the execution item to monitor. |
| ACAD | ACADIA Pharmaceuticals Inc. | Health Care | Biotechnology | Neurology & Rare Diseases | 25.43 | -3.71% | -14.23% | 21.33% | 5.20% | -7.95% | -16.81% | 31.5834 | 0.8176 | 87.6 | 70.7 | 11.4 | 11.87% | 62.06% | 29.92% | 42 | Uptrend | Neurology-focused biotech in a commercial ramp phase; the recent drop reflects pipeline and competitive anxiety rather than a franchise break. Cash generation has turned positive, which changes the risk profile from financing-driven to execution-driven. |
| HOPE | Hope Bancorp, Inc. | Financials | Banks - Regional | US Regional & Community Banks | 13.62 | -1.16% | -2.37% | 25.21% | 7.56% | -2.12% | -6.07% | 38.9357 | 0.8725 | 87.4 | 15.5 | 13.49 | — | 0.00% | 2.70% | 34 | Uptrend | Korean-American bank holding up better than most regional peers; the deep pullback and cheap tangible book value make it a candidate for a re-rating if deposit costs stabilize. Small-cap Korean-American banking has also benefited from consolidation speculation. |
| BAC | Bank of America Corporation | Financials | Banks - Diversified | Latin American Banks | 56 | -0.36% | -9.70% | 17.53% | 1.48% | -8.96% | -13.59% | 24.842 | 1.0945 | 87.2 | 27.6 | 12.93 | 6.84% | 0.00% | 10.15% | 21 | Uptrend | The most liquid large-cap bank expression of the trend-pullback setup, offering deep earnings leverage to a steeper curve and a normalized capital-return cycle. Recent weakness reflects the broad Financials de-risking, not bank-specific credit deterioration; NII guidance through a cutting cycle is the swing factor. |
Run a version of this yourself
Describe the idea in plain English and Relaxfolio returns a researchable shortlist with the charts, fundamentals, and risks attached.
Educational research tool — not investment advice. A screen is a starting point, not a recommendation.