Picks for 2026-07-30

1. AGIAlamos Gold Inc.

   Alamos Gold (AGI) is down today after reporting Q2 2026 earnings that saw a 7% year-over-year revenue decrease and a 20% drop in Adjusted EBITDA. The company also cut its full-year production guidance by 12% and raised cost guidance by 18% due to seismic and operational challenges. Despite this, Alamos Gold beat EPS estimates and maintained strong free cash flow, while analysts generally hold a "Moderate Buy" rating with an average price target significantly above current levels.

   5-day return +9.51% · +5.88% vs SPY · beat SPY

2. NPOEnpro Inc.

   NPO, or Enpro Inc., is seeing some downward pressure today, trading near its 50-day moving average, after several institutional investors, including Bank of New York Mellon Corp and Dimensional Fund Advisors LP, significantly decreased their positions in the company in the first quarter of 2026. This selling comes despite Enpro reporting better-than-expected earnings of $2.14 per share against estimates of $2.08, and raising its full-year 2026 guidance.

   5-day return +7.48% · +3.86% vs SPY · beat SPY

3. BEBloom Energy Corporation

   Bloom Energy (BE) is surging today, up over 9%, after reporting Q2 adjusted EPS of $0.78, nearly double the $0.41 consensus, and revenue of $1.07 billion, significantly beating the $827 million expectation. This strong performance, driven by demand for its fuel cells in AI data centers, led management to raise its 2026 adjusted EPS guidance to $2.55–$2.85 and revenue outlook to $3.9B–$4.2B, both well above prior forecasts. The stock's current upward move is a rebound after a recent significant pullback, with some technical indicators suggesting it was oversold.

   5-day return +10.54% · +6.92% vs SPY · beat SPY

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