Investing.comCodex · 实盘不做把握 8/10
北京时间·🕒 发布 07-22 15:59:45时区推断·⟳ 抓取 07-22 16:05:25·⚡ 决策 07-23 09:12:53 +17h07m·96.6 天前
Investing.com推广ProPicks AI股票池及历史收益
正文实质是InvestingPro订阅产品推广和模型历史收益展示,不是上市公司的一手经营事件。
📄 原文Investing.com↗ 原文
Beyond Alphabet and Tesla, these AI picks are predicting up to 130% EPS growth
Oil hits 6-wk high as U.S.-Iran conflict, Saudi blockade fuel supply fears Investing.com — Alphabet and Tesla kick off…
不做 Kyndryl(KD.US)
仅为第三方AI筛股推广中的预测EPS增长和估值观点,不是公司级新增催化,不做。
不做 Salesforce(CRM.US)
仅为营销文章中的投资观点和历史数据罗列,未形成新的可交易事件,不做。
不做 Boston Scientific(BSX.US)
仅被列入第三方模型预测名单,缺少公司级新增事实和可回测催化,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 high ↗
消息传播链
- 文章主要推广InvestingPro模型股票池,并列示历史收益和预测EPS增长。
关键理由
- 正文实质是InvestingPro订阅产品推广和模型历史收益展示,不是上市公司的一手经营事件。
- 文中列出的EPS增长、估值上行和历史涨幅属于筛股营销材料,不能形成可回测的离散催化。
- 标题前半段油价和正文科技股筛选混杂,信息结构不适合作为单一事件交易信号。
主要风险
- 若后续出现KD、CRM或BSX的正式财报超预期,应按新财报事件单独研判。
工具调用 · 历史记录,结果未知(5 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- query_modeling_kb · 结果未知
- kb_search · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 8,107 字
Oil hits 6-wk high as U.S.-Iran conflict, Saudi blockade fuel supply fears
Investing.com — Alphabet and Tesla kick off the Magnificent Seven earnings season today. Alphabet is expected to deliver 17.8% EPS growth. Tesla is pointing to a -3.8% decline. While Wall Street fixates on tech titans, smart capital is looking beyond the obvious names for true earnings growth acceleration.
InvestingPro members who subscribed for LESS THAN $7 a month as part of our Summer Sale are already positioned across dozens of stocks with a rare combination of massive double-digit EPS growth forecasts coupled with huge fair value upside.
Just look at how ProPicks AI positioned members ahead of recent earnings releases:
- Delek US Energy (NYSE:DK): Up +78.47% after the model anticipated an operational turnaround that erased a projected loss to deliver a surprise positive EPS.
- Consensus Cloud Solutions (NASDAQ:CCSI): Surged +69.05% after our AI identified strong corporate demand ahead of a 9.3% EPS beat.
- Molina Healthcare (NYSE:MOH): Jumped +66.79% after being selected right before a massive 31% bottom-line beat.
ProPicks AI scans more than 60,000 stocks globally every month to find the companies where earnings growth is accelerating, and valuations haven’t caught up. Right now, that process has identified a group of current picks combining massive double-digit EPS growth forecasts with substantial InvestingPro fair value upside.
Here are just a few of the standout projections for the earnings season ahead:
- Kyndryl Holdings Inc (NYSE:KD): +130.5% Forecasted EPS Growth and +41.5% InvestingPro Fair Value Upside
- Salesforce Inc (NYSE:CRM): +85.3% Forecasted EPS Growth and +52.9% InvestingPro Fair Value Upside
- Boston Scientific Corp (NYSE:BSX): +73.4% Forecasted EPS Growth and +47.5% InvestingPro Fair Value Upside
Among many more!
Want to see the full list? InvestingPro members can access July’s complete set of AI-powered stock picks HERE.
Still not a member? Then here’s your chance to get the full list of picks NOW:
High EPS forecasts are just one part of the ProPicks AI edge. By analyzing fundamental strength alongside valuation signals, premium members have captured breakout momentum across energy, industrials, and beyond—delivering July winners like these:
- PBF Energy (NYSE:PBF): +37.49% in July ALONE (+57.90% since chosen)
- Venture Global (NYSE:VG): +27.47% in July ALONE
- Delek US Energy (NYSE:DK): +26.44% in July ALONE (+78.47% since chosen)
- Dorian LPG (NYSE:LPG): +26.40% in July ALONE
- HF Sinclair (NYSE:DINO): +26.36% in July ALONE
Among more than 20 double-digit winners!
What our models identified behind these top earnings picks
Every ProPicks AI selection comes with the rationale behind it, so members know exactly what the data showed at the time. Here is what the ML engine flagged in two of our current highest-conviction picks where standout EPS growth expectations meet massive valuation discounts:
Kyndryl Holdings (NYSE:KD)
One of the largest IT infrastructure services companies in the world, Kyndryl was spun off from IBM in 2021 and has been quietly executing a significant business transformation since. Here is what the models identified:
- Deep Discount: Trading at just ~28% of its 52-week high with a P/E under 12 and a PEG ratio of just 0.14 — the market is pricing in almost none of the company’s growth trajectory.
- Hyperscaler Surge: Revenue from hyperscaler partnerships jumped 58% year-over-year, while the consulting arm grew roughly 20% — two of the fastest-growing business lines in the IT services space.
- EBITDA Expanding: Operating leverage is kicking in hard, with EBITDA up approximately 30% year-over-year as the company’s cost transformation continues to flow through to the bottom line.
- Balance Sheet Intact: $1.35 billion in cash, $325–375 million in projected free cash flow this year, and confirmed no financial restatements — the kind of financial clarity that lets a turnaround story run.
- Analyst Conviction: Price targets imply roughly 54% upside from current levels — yet the stock remains largely under the radar.
Salesforce (NYSE:CRM)
The dominant force in enterprise CRM software, Salesforce is now building what could become one of the most significant AI platforms in enterprise technology. Here is what the models identified:
- Trading Near its Lows: The stock sits at just 57% of its 52-week peak, with InvestingPro fair value estimates pointing to roughly $245 — implying approximately 53% upside from where it trades today.
- Earnings Acceleration: Q1 FY2027 revenue grew 13% to $11.1 billion, with earnings beating forecasts by nearly 24% — a combination that signals the business is both growing and increasingly profitable.
- Agentforce is the Catalyst: Salesforce’s AI platform has already crossed $1 billion in annual recurring revenue and is growing rapidly — positioning the company at the centre of enterprise AI adoption in a way the current valuation does not reflect.
- Capital Return Firepower: A $25 billion share buyback and a $5 billion stake in Anthropic add two further layers to the investment case — one protecting near-term earnings per share, one positioning for long-term AI infrastructure upside.
- Dominant Franchise, Discounted Price: Salesforce is not a turnaround or a speculative bet — it is a market-leading enterprise software business trading at a price that implies otherwise.
The track record behind the picks
ProPicks AI identifies EPS growth opportunities by running the same fundamental process that has produced some of the year’s biggest compounding winners. Here are some of the gains members are currently sitting on since their stocks were first selected:
- Delek US Energy (NYSE:DK): +78.47% after picked by our AI
- Consensus Cloud Solutions (NASDAQGS:CCSI): +69.05% after picked by our AI
- Molina Healthcare (NYSE:MOH): +66.79% after picked by our AI
- PBF Energy (NYSE:PBF): +57.90% after picked by our AI
- Nucor (NYSE:NUE): +46.47% after picked by our AI
And beyond the current holds, the strategy has a consistent track record of identifying winners before the market prices them in — and stepping away before the momentum fades. Among the positions already closed out for members:
- ViaSat (NASDAQ:VSAT): Up +137.05% while in the strategy.
- Super Micro Computer (NASDAQ:SMCI): +185.8% while in the strategy.
- Nvidia (NASDAQ:NVDA): +226.7% while in the strategy
Since launch in November 2023, that same process has compounded into a remarkable +205.95% return, outpacing the S&P 500 by an impressive +178.21%.
These are real-world numbers, recorded since the official launch of our AI models in November 2023.
As part of our Summer Sale, you can secure an InvestingPro subscription for the LOWEST PRICE OF 2026.
InvestingPro members can access the complete July stock picks HERE.
Still not a member? Then here’s your chance to get the full list NOW:
How Investing.com’s AI-Powered Stock Picker Works
At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.
By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.
Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.
To consistently track performance, each strategy utilises equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.
The goal is to keep capital positioned in the companies showing the strongest combination of momentum, valuation, and business performance.
Disclaimer: Subscription prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.
Investing.com — Alphabet and Tesla kick off the Magnificent Seven earnings season today. Alphabet is expected to deliver 17.8% EPS growth. Tesla is pointing to a -3.8% decline. While Wall Street fixates on tech titans, smart capital is looking beyond the obvious names for true earnings growth acceleration.
InvestingPro members who subscribed for LESS THAN $7 a month as part of our Summer Sale are already positioned across dozens of stocks with a rare combination of massive double-digit EPS growth forecasts coupled with huge fair value upside.
Just look at how ProPicks AI positioned members ahead of recent earnings releases:
- Delek US Energy (NYSE:DK): Up +78.47% after the model anticipated an operational turnaround that erased a projected loss to deliver a surprise positive EPS.
- Consensus Cloud Solutions (NASDAQ:CCSI): Surged +69.05% after our AI identified strong corporate demand ahead of a 9.3% EPS beat.
- Molina Healthcare (NYSE:MOH): Jumped +66.79% after being selected right before a massive 31% bottom-line beat.
ProPicks AI scans more than 60,000 stocks globally every month to find the companies where earnings growth is accelerating, and valuations haven’t caught up. Right now, that process has identified a group of current picks combining massive double-digit EPS growth forecasts with substantial InvestingPro fair value upside.
Here are just a few of the standout projections for the earnings season ahead:
- Kyndryl Holdings Inc (NYSE:KD): +130.5% Forecasted EPS Growth and +41.5% InvestingPro Fair Value Upside
- Salesforce Inc (NYSE:CRM): +85.3% Forecasted EPS Growth and +52.9% InvestingPro Fair Value Upside
- Boston Scientific Corp (NYSE:BSX): +73.4% Forecasted EPS Growth and +47.5% InvestingPro Fair Value Upside
Among many more!
Want to see the full list? InvestingPro members can access July’s complete set of AI-powered stock picks HERE.
Still not a member? Then here’s your chance to get the full list of picks NOW:
High EPS forecasts are just one part of the ProPicks AI edge. By analyzing fundamental strength alongside valuation signals, premium members have captured breakout momentum across energy, industrials, and beyond—delivering July winners like these:
- PBF Energy (NYSE:PBF): +37.49% in July ALONE (+57.90% since chosen)
- Venture Global (NYSE:VG): +27.47% in July ALONE
- Delek US Energy (NYSE:DK): +26.44% in July ALONE (+78.47% since chosen)
- Dorian LPG (NYSE:LPG): +26.40% in July ALONE
- HF Sinclair (NYSE:DINO): +26.36% in July ALONE
Among more than 20 double-digit winners!
What our models identified behind these top earnings picks
Every ProPicks AI selection comes with the rationale behind it, so members know exactly what the data showed at the time. Here is what the ML engine flagged in two of our current highest-conviction picks where standout EPS growth expectations meet massive valuation discounts:
Kyndryl Holdings (NYSE:KD)
One of the largest IT infrastructure services companies in the world, Kyndryl was spun off from IBM in 2021 and has been quietly executing a significant business transformation since. Here is what the models identified:
- Deep Discount: Trading at just ~28% of its 52-week high with a P/E under 12 and a PEG ratio of just 0.14 — the market is pricing in almost none of the company’s growth trajectory.
- Hyperscaler Surge: Revenue from hyperscaler partnerships jumped 58% year-over-year, while the consulting arm grew roughly 20% — two of the fastest-growing business lines in the IT services space.
- EBITDA Expanding: Operating leverage is kicking in hard, with EBITDA up approximately 30% year-over-year as the company’s cost transformation continues to flow through to the bottom line.
- Balance Sheet Intact: $1.35 billion in cash, $325–375 million in projected free cash flow this year, and confirmed no financial restatements — the kind of financial clarity that lets a turnaround story run.
- Analyst Conviction: Price targets imply roughly 54% upside from current levels — yet the stock remains largely under the radar.
Salesforce (NYSE:CRM)
The dominant force in enterprise CRM software, Salesforce is now building what could become one of the most significant AI platforms in enterprise technology. Here is what the models identified:
- Trading Near its Lows: The stock sits at just 57% of its 52-week peak, with InvestingPro fair value estimates pointing to roughly $245 — implying approximately 53% upside from where it trades today.
- Earnings Acceleration: Q1 FY2027 revenue grew 13% to $11.1 billion, with earnings beating forecasts by nearly 24% — a combination that signals the business is both growing and increasingly profitable.
- Agentforce is the Catalyst: Salesforce’s AI platform has already crossed $1 billion in annual recurring revenue and is growing rapidly — positioning the company at the centre of enterprise AI adoption in a way the current valuation does not reflect.
- Capital Return Firepower: A $25 billion share buyback and a $5 billion stake in Anthropic add two further layers to the investment case — one protecting near-term earnings per share, one positioning for long-term AI infrastructure upside.
- Dominant Franchise, Discounted Price: Salesforce is not a turnaround or a speculative bet — it is a market-leading enterprise software business trading at a price that implies otherwise.
The track record behind the picks
ProPicks AI identifies EPS growth opportunities by running the same fundamental process that has produced some of the year’s biggest compounding winners. Here are some of the gains members are currently sitting on since their stocks were first selected:
- Delek US Energy (NYSE:DK): +78.47% after picked by our AI
- Consensus Cloud Solutions (NASDAQGS:CCSI): +69.05% after picked by our AI
- Molina Healthcare (NYSE:MOH): +66.79% after picked by our AI
- PBF Energy (NYSE:PBF): +57.90% after picked by our AI
- Nucor (NYSE:NUE): +46.47% after picked by our AI
And beyond the current holds, the strategy has a consistent track record of identifying winners before the market prices them in — and stepping away before the momentum fades. Among the positions already closed out for members:
- ViaSat (NASDAQ:VSAT): Up +137.05% while in the strategy.
- Super Micro Computer (NASDAQ:SMCI): +185.8% while in the strategy.
- Nvidia (NASDAQ:NVDA): +226.7% while in the strategy
Since launch in November 2023, that same process has compounded into a remarkable +205.95% return, outpacing the S&P 500 by an impressive +178.21%.
These are real-world numbers, recorded since the official launch of our AI models in November 2023.
As part of our Summer Sale, you can secure an InvestingPro subscription for the LOWEST PRICE OF 2026.
InvestingPro members can access the complete July stock picks HERE.
Still not a member? Then here’s your chance to get the full list NOW:
How Investing.com’s AI-Powered Stock Picker Works
At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.
By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.
Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.
To consistently track performance, each strategy utilises equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.
The goal is to keep capital positioned in the companies showing the strongest combination of momentum, valuation, and business performance.
Disclaimer: Subscription prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.
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