Page 1 of 2 — Full ranking, strongest to weakest · As of September 25, 2026 market close · 21 stocks · 33-criteria screen
# Ticker Company Price Score Verdict 12-mo PT Upside P/E Wk %
1 MU Micron Technology $1,082.28 24 of 33 (73%) ACCUMULATE (cyclical) $1,145 +6% 24.5 +6.6%
2 NVDA NVIDIA Corporation $225.07 24 of 33 (73%) ACCUMULATE $315 +40% 28.5 +1.3%
3 TSM Taiwan Semiconductor (ADR) $450.61 23 of 33 (70%) ACCUMULATE $470 +4% 29.7 +3.7%
4 GOOGL Alphabet Inc. (Class A) $343.92 23 of 33 (70%) ACCUMULATE $430 +25% 17.3 -1.6%
5 AMZN Amazon.com $249.67 22 of 33 (67%) HOLD $315 +26% 20.1 -1.6%
6 UBER Uber Technologies $69.62 22 of 33 (67%) ACCUMULATE ON WEAKNESS $100 +44% 16.4 -1.2%
7 VST* Vistra Corp. $138.46 21 of 33 (64%) ACCUMULATE ON WEAKNESS $190 +37% 23.4 -1.6%
8 BABA Alibaba Group Holding $109.74 19 of 33 (58%) ACCUMULATE ON WEAKNESS $150 +37% 25.8 -3.1%
9 AMAT Applied Materials $485.00 19 of 33 (58%) HOLD $495 +2% 42.4 +9.1%
10 NFLX Netflix, Inc. $71.15 18 of 33 (55%) ACCUMULATE on WEAKNESS $115 +62% 22.4 -0.9%
11 DELL Dell Technologies $562.89 17 of 33 (52%) HOLD / ACCUMULATE $575 +2% 32.7 -0.9%
12 PLTR Palantir Technologies $189.67 17 of 33 (52%) HOLD $190 +0% 162.1 +6.8%
13 MRVL Marvell Technology $261.94 16 of 33 (48%) HOLD / SPECULATIVE $235 -10% 127.8 +7.2%
14 VRT Vertiv Holdings Co $253.28 16 of 33 (48%) HOLD $355 +40% 57.3 +1.6%
15 AAPL Apple Inc. $341.07 15 of 33 (45%) HOLD $330 -3% 39.1 +1.5%
16 SOFI SoFi Technologies $16.58 15 of 33 (45%) HOLD $19 +15% 34.5 -2.2%
17 HOOD Robinhood Markets, Inc. $119.40 12 of 33 (36%) HOLD / SPECULATIVE $100 -16% 52.6 -0.4%
18 GLW Corning Incorporated $156.74 12 of 33 (36%) HOLD $150 -4% 71.6 +4.4%
19 IREN IREN Limited $44.13 11 of 33 (33%) HOLD / SPECULATIVE $65 +47% n/m -5.5%
20 DKNG DraftKings Inc. $22.02 11 of 33 (33%) AVOID $30 +36% n/m +1.2%
21 SNOW Snowflake Inc. $335.94 8 of 33 (24%) AVOID $350 +4% n/m +1.1%

HOW TO READ THIS TABLE

Ranking = score on our 33-criterion screen (quality, financial condition, growth, earnings, valuation, momentum, ownership/liquidity) from each stock's Analysis & Valuation workbook, all priced at the September 25, 2026 close (the usual one-week cadence from the Sep 18 anchor). Score measures how completely a stock passes the screen — the PROFILE matters as much as the number: NO NEW EARNINGS landed for any of the 21 tickers in the Sep 19-25 window — a pure Tier-1 price/technicals refresh across the board (MU's next report was re-verified and stays confirmed for Sep 30, just after this anchor). MU and NVDA hold their tie for the series high, both flat at 24/33. TSM and GOOGL each rise +1 to 23/33, tying for third: TSM's gain is a clean momentum reset as the mid-June selloff rolled out of the trailing-quarter window, while GOOGL's forward-P/E-vs-5-yr-average test flipped to pass on a pullback. NFLX, GLW, VRT and DKNG each rose +1 on momentum or valuation criteria flipping to pass, with no earnings trigger. HOOD and IREN were the week's worst movers, both -2: HOOD's weekly and 52-week momentum both flipped to fail on a quiet week with no fundamental change; IREN pulled back below its 200-day SMA. DELL slipped -1 to 17/33 despite a strong +5.01% week — the classic "good tape, expensive stock" pattern, costing it a valuation and a momentum test at the higher price. MRVL and PLTR each slipped -1 on valuation tests breaking at higher prices with no new earnings to justify the multiple. 12-mo PT = our own price target. Bold rows = top 10, detailed below.

IMPORTANT DISCLAIMER: This document is provided for informational and educational purposes only. It does not constitute investment, legal, tax, or other professional advice, and nothing contained herein should be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any security or other financial instrument, in any jurisdiction. The information presented is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed, and certain figures are estimates that may prove incorrect. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. Readers must conduct their own independent research and due diligence and should consult a duly licensed financial, legal, or tax professional regarding their individual circumstances before making any investment decision. The author and ACapital Group LLC accept no liability for any loss arising from the use of this material.
Equity Research - Series Ranking Report
ACapital Group LLC · September 25, 2026
by Carlos Artiles

iiReport — STOCK RANKING & PRICE TARGETS

Page 2 of 2 — Top 10: tactical, swing and 12-month price targets · As of September 25, 2026 market close
Tactical = this week, from support/resistance and momentum. Intermediate = swing-position objective. 12-month = our valuation-based target (My Price Analysis).
1. MU $1,082.28 · 24 of 33 (73%) · ACCUMULATE (cyclical)12-mo: $1,145 +6%
Tactical: Hold the SMA-50 $941.62; reclaim recent highs near $1,096Intermediate: $1,145 (My PT), then new highs

MU holds 24/33 (flat), tied with NVDA for the series high, on a +6.55% week of continued memory-cycle strength. Quality remains a full sweep (Financial 4/4, Mgmt 3/3, Growth 3/3, Earnings 2/2). Next earnings was flagged for re-verification and stays CONFIRMED for Sep 30, 2026 — no surprise, still just after this anchor. Hold the SMA-50 ($941.62); reclaim recent highs near $1,096. Our 12-month $1,145 (+6%).

2. NVDA $225.07 · 24 of 33 (73%) · ACCUMULATE12-mo: $315 +40%
Tactical: Hold the SMA-50 $215.98; reclaim recent highs near $236Intermediate: $250, then the PT $315

NVDA holds 24/33 (flat), tied with MU for the series high, on a quiet +1.26% week. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 + Momentum 3/3 remain a full sweep — the cleanest quality profile in the series alongside MU's. Hold the SMA-50 ($215.98); reclaim recent highs near $236. Our 12-month $315 (+40%).

3. TSM $450.61 · 23 of 33 (70%) · ACCUMULATE12-mo: $470 +4%
Tactical: Hold the SMA-50 $420.18; reclaim recent highs near $455Intermediate: $470, then new highs

TSM rises +1 to 23/33, tying GOOGL for third, as a broad +3.67% week rolled the mid-June selloff out of the trailing-quarter window and flipped momentum back to 3/3. Financial 4/4 + Mgmt 3/3 + Growth 3/3 + Earnings 2/2 remain intact. Hold the SMA-50 ($420.18); reclaim recent highs near $455. Our 12-month $470 (+4%). Next earnings estimated Oct 15.

4. GOOGL $343.92 · 23 of 33 (70%) · ACCUMULATE12-mo: $430 +25%
Tactical: Hold $338.21; reclaim the SMA-50 $344.29Intermediate: $408, then the analyst avg PT $429

GOOGL rises +1 to 23/33, tying TSM for third, on a -1.61% pullback that let the fwd-P/E-vs-5yr-average test flip to pass, with momentum churn netting the gain. Growth 3/3 and Mgmt 3/3 remain intact. Hold $338.21; reclaim the SMA-50 ($344.29). Our 12-month $430 (+25%). Next earnings Oct 28.

5. AMZN $249.67 · 22 of 33 (67%) · HOLD12-mo: $315 +26%
Tactical: Hold $249.73; reclaim recent highs near $293Intermediate: $316, then new highs

AMZN holds 22/33 (flat) on a quiet -1.59% week with no net criterion flips. The Jul-30 Anthropic-gain caveat on the trailing P/E still stands. Hold $249.73; reclaim recent highs near $293. Our 12-month $315 (+26%).

6. UBER $69.62 · 22 of 33 (67%) · ACCUMULATE ON WEAKNESS12-mo: $100 +44%
Tactical: Hold $68.18; reclaim the SMA-50 $73.30Intermediate: $75, then $101 (analyst avg PT)

UBER holds 22/33 (flat) on a quiet -1.25% week, still ACCUMULATE ON WEAKNESS on the series' best Valuation profile (PEG, P/E). Hold $68.18; reclaim the SMA-50 ($73.30). Our 12-month $100 (+44%). Next earnings Nov 3.

7. VST $138.46 · 21 of 33 (64%) · ACCUMULATE ON WEAKNESS12-mo: $190 +37%
Tactical: Hold $136.21; reclaim the SMA-50 $145.60Intermediate: SMA-200 zone, then $190

VST holds 21/33 (flat) on a quiet -1.57% week. The statistics page and the fresh daily-history API agreed exactly this cycle — no feed-lag exception needed, for the second straight cycle. Financial 1/4 remains the standing structural caveat. Hold $136.21; reclaim the SMA-50 ($145.60). Our 12-month $190 (+37%). Next earnings Nov 5.

8. BABA $109.74 · 19 of 33 (58%) · ACCUMULATE ON WEAKNESS12-mo: $150 +37%
Tactical: Hold $108; reclaim recent highs near $116Intermediate: $132, then My PT $150

BABA holds 19/33 (flat): an institutional-ownership sponsorship test flipped to pass, exactly offset by a momentum test flipping to fail on a -3.09% week. Still the deep-value profile: cheap on forward multiples, though ROIC remains below WACC. Hold $108; reclaim recent highs near $116. Our 12-month $150 (+37%). No new earnings; last report Aug 20.

9. AMAT $485.00 · 19 of 33 (58%) · HOLD12-mo: $495 +2%
Tactical: Hold $464; reclaim the SMA-50 $507Intermediate: $535, then the analyst avg PT $641

AMAT holds 19/33 (flat) despite a strong +9.10% week that reset support/resistance levels — no criterion flipped. Quality remains flawless (Mgmt 3/3, Growth 3/3, Earnings 2/2); Valuation remains the binding constraint. Hold $464; reclaim the SMA-50 ($507). Our 12-month $495 (+2%).

10. NFLX $71.15 · 18 of 33 (55%) · ACCUMULATE on WEAKNESS12-mo: $115 +62%
Tactical: Hold $70.09; reclaim the SMA-50 $75.54Intermediate: $84, then My PT $115

NFLX rises +1 to 18/33, entering the top 10 as DELL drops out — a barely-positive trailing-quarter return improved momentum to 2/3 on a quiet -0.90% week. No new earnings in the window; next report estimated late Oct. Hold $70.09; reclaim the SMA-50 ($75.54). Our 12-month $115 (+62%).

Sources: each ticker's recalculated Analysis & Valuation workbook (prices confirmed at the September 25, 2026 close via stockanalysis.com; EPS from SEC filings; estimates from S&P Global consensus). Tactical/intermediate levels derive from each workbook's support/resistance and moving averages. Regenerated September 25, 2026 — iiReport screening framework.
IMPORTANT DISCLAIMER: This document is provided for informational and educational purposes only. It does not constitute investment, legal, tax, or other professional advice, and nothing contained herein should be construed as a recommendation, an offer to sell, or a solicitation of an offer to buy any security or other financial instrument, in any jurisdiction. The information presented is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed, and certain figures are estimates that may prove incorrect. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. Readers must conduct their own independent research and due diligence and should consult a duly licensed financial, legal, or tax professional regarding their individual circumstances before making any investment decision. The author and ACapital Group LLC accept no liability for any loss arising from the use of this material.