Trade of the House

14 companies · 41 articles

What is being written about these positions

Coverage of the companies tracked members have most recently traded. Every article carries the filing that makes it relevant, so you can see which trade put the company on this page.

BUY ENTG April McClain Delaney · 30 Jul 2026 · $1,001 - $15,000 technology C

5 Insightful Analyst Questions From Entegris’s Q2 Earnings Call

Entegris delivered an upbeat second quarter, with notable outperformance compared to Wall Street’s expectations and a sharply positive market reaction. Management attributed these results to surging AI-driven demand across the semiconductor supply chain and im…

StockStory · 12 Aug 2026

BUY BWXT April McClain Delaney · 30 Jul 2026 · $1,001 - $15,000 aerospace C

BWX’s Q2 Earnings Call: Our Top 5 Analyst Questions

BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational …

StockStory · 12 Aug 2026

SELL INTC Shelley M Capito · 21 Jul 2026 · $1,001 - $15,000 technology C

Intel (INTC) Stock Looks Above Fair Value After a Very Large Run

Intel stock has delivered a very large 348.0% return over the past year, yet the valuation checks send a mixed message. The intrinsic value estimate based on a Discounted Cash Flow (DCF) model suggests the shares are roughly in line with fair value, while simp…

Simply Wall St. · 12 Aug 2026

SELL AAPL Shelley M Capito · 21 Jul 2026 · $1,001 - $15,000 technology C

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.

Zacks · 12 Aug 2026

SELL MSFT Shelley M Capito · 21 Jul 2026 · $15,001 - $50,000 technology B

Expert urges investors to spread bets across the 'AI universe'

<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from op…

Reuters Videos · 12 Aug 2026

SELL CPAY April McClain Delaney · 31 Jul 2026 · $1,001 - $15,000 technology C

CPAY Q2 Deep Dive: Strong Organic Growth, Strategic Simplification, and Margin Trends

Business payments company Corpay (NYSE:CPAY) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 21.5% year on year to $1.34 billion. The company expects the full year’s revenue to be around $5.31 billion, close to analysts’ estimates. Its non-…

StockStory · 11 Aug 2026

BUY TDG April McClain Delaney · 28 Jul 2026 · $1,001 - $15,000 aerospace C

TransDigm’s (TDG) Earnings Soared, So Why Did The Stock Sink?

TransDigm Group (NYSE:TDG) reported fiscal third quarter results on August 4, with net sales climbing 23% to $2,741 million and adjusted EPS up 13% to $10.87. Management raised full-year guidance on the back of that momentum. Yet in the days that followed, the…

Insider Monkey · 11 Aug 2026

SELL CPAY April McClain Delaney · 31 Jul 2026 · $1,001 - $15,000 technology C

Corpay (CPAY) Stock Gets Fair Value Boost After Q2 Guidance And Analyst Target Increases

Corpay’s updated fair value estimate has shifted from US$395.14 to US$438.50, an adjustment of about 11% in the latest valuation model. This move aligns with recent Street research that clusters price targets in the low to mid US$400s after Q2 results, raised …

Simply Wall St. · 09 Aug 2026

SELL CPAY April McClain Delaney · 31 Jul 2026 · $1,001 - $15,000 technology C

Corpay’s Price Target Raised by Brokers After Earnings Beat

By Jarrett Banks Corpay (NYSE: CPAY) delivered another strong quarter of double-digit organic revenue growth. But increasingly, investors are keyed into management’s capital allocation strategy as a top reason to own the stock. Several analyst notes pointed ou…

Exec Edge · 06 Aug 2026

BUY FWONK April McClain Delaney · 31 Jul 2026 · $15,001 - $50,000 technology B

Does Formula One Group (FWON.K) Look Fully Valued Now?

Formula One Group stock has more than doubled over the past five years, yet the latest valuation checks suggest it no longer looks like a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the current share price while…

Simply Wall St. · 03 Aug 2026

BUY FWONK April McClain Delaney · 31 Jul 2026 · $15,001 - $50,000 technology B

Formula One Group (FWON.K) Could Be 46% Above Fair Value On Brand Risk Narrative

Formula One Group stock performance snapshot for investors Formula One Group (FWON.K) has drawn fresh attention after a recent share price move, with the stock closing at US$98.13 on 29 July 2026. Investors are weighing this level against its recent return pat…

Simply Wall St. · 03 Aug 2026

SELL CCI Josh Gottheimer · 23 Jul 2026 · $1,001 - $15,000 real estate B

Crown Castle (CCI) Stock Sees Modest Fair Value Cut As Analysts Weigh Tower Headwinds

Crown Castle’s fair value estimate has been revised from US$99.07 to US$96.12 per share, signaling a slightly more cautious view on the stock’s price potential in current models. This adjustment aligns with mixed analyst commentary, where optimism around tower…

Simply Wall St. · 25 Jul 2026

These articles are not evidence of anything. They are ordinary coverage of companies that happen to appear in a filing, published on their own schedule and usually unrelated to the trade. A story dated after a purchase does not mean the member knew about it — the disclosure lag alone is about 39 days. Read them as context on the business, not as a narrative about the trade.