Picks for 2026-07-29

1. HBMHudbay Minerals Inc.

   Hudbay Minerals (HBM) is seeing movement today after releasing its second-quarter 2026 earnings report, which showed non-GAAP earnings per share beating analyst expectations despite revenue falling slightly short. The company also announced a share repurchase plan and a dividend, which contributed to a modest positive response in after-hours trading, even as some metrics suggest the stock is overvalued.

   5-day return +17.83% · +12.31% vs SPY · beat SPY

2. UNHUnitedHealth Group Incorporated

   UnitedHealth Group (UNH) is seeing positive momentum today, driven by two recent announcements. The company reported strong second-quarter 2026 results on July 16, beating analyst expectations for both earnings and revenue, and subsequently raised its full-year 2026 guidance. Additionally, UNH announced a $4 million investment on July 29 to expand its health center model in Tennessee, aiming to increase access to preventive care and chronic disease management. This news comes as the stock is near a "Golden Cross," which is a bullish technical signal.

   5-day return -1.86% · -7.39% vs SPY · lagged SPY

3. NMRKNewmark Group, Inc.

   Newmark Group (NMRK) is seeing upward momentum today after reporting strong second-quarter 2026 financial results, with revenue up 17% year-over-year to $888.4 million, beating analyst estimates, and adjusted earnings per share rising 25.8% to $0.39, meeting expectations. The company also reaffirmed its full-year 2026 guidance for double-digit growth in revenue and adjusted EPS, and several analysts have recently reiterated or upgraded their ratings on the stock.

   5-day return +4.63% · -0.89% vs SPY · lagged SPY

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