Picks for 2026-07-17

1. HWMHowmet Aerospace Inc.

   Howmet Aerospace (HWM) is experiencing a pullback today, down nearly 3% to $271.19, after a strong run that saw shares gain 0.89% yesterday and 3.86% over the past two weeks. This decline comes despite recent positive news, including a 19% year-over-year revenue increase in Q1 2026 and optimistic guidance, with analysts expecting a 36.26% rise in EPS for the upcoming Q2 earnings report on August 6, 2026. The stock is currently trading below its 20-day moving average but remains above its 50-day and 200-day moving averages, indicating that while there's some short-term selling pressure, the medium and long-term trends are still positive.

   5-day return +6.18% · +6.76% vs SPY · beat SPY

2. TFPMTriple Flag Precious Metals Corp.

   TFPM is experiencing downward pressure today, with its stock price falling by 1.72% on July 15th, and a 5.35% decline over the past week. This follows several analyst downgrades and price target cuts earlier in July, including Zacks Research moving TFPM to a "strong sell" and Bank of America reducing its price target from $39 to $37. Despite this, the company recently reported strong preliminary Q2 2026 revenue of $129.2 million and reaffirmed its 2026 gold equivalent ounces (GEOs) guidance.

   5-day return +6.10% · +6.69% vs SPY · beat SPY

3. IEIvanhoe Electric Inc.

   Ivanhoe Electric (IE) is seeing downward pressure today, with its stock trading below key moving averages and showing signs of increased volatility. This comes despite the company announcing on July 14th the promotion of Alex Neufeld to Senior Vice President, Exploration, and highlighting ongoing exploration activities in Arizona, Montana, Saudi Arabia, and Chile. The stock also received a "Buy" consensus rating from analysts as of July 15th, with an average price target significantly above current levels.

   5-day return +11.44% · +12.03% vs SPY · beat SPY

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