Picks for 2026-07-31

1. VRTVertiv Holdings Co

   VRT is seeing a mixed reaction after reporting Q2 2026 earnings on July 29th. While the company beat adjusted EPS estimates and raised its full-year guidance, revenue fell short of expectations, which management attributed to temporary supply chain congestion and project timing. This revenue miss triggered an initial sell-off, but the stock is now gapping up as investors weigh the strong profitability and optimistic long-term outlook for AI infrastructure demand against the short-term revenue hiccup.

   5-day return +12.76% · +9.25% vs SPY · beat SPY

2. NGVTIngevity Corporation

   Ingevity (NGVT) reported strong Q2 2026 earnings on July 29th, beating analyst expectations with $1.74 EPS and $314.1 million in revenue, driven by increased demand for advanced carbon solutions. The company also raised its full-year 2026 adjusted EPS and EBITDA outlook, signaling confidence despite anticipated headwinds in North American auto production. While the stock is currently trading near resistance, the positive earnings and raised guidance suggest underlying strength.

   5-day return +6.44% · +2.93% vs SPY · beat SPY

3. MPMP Materials Corp.

   MP Materials is facing downward pressure today, trading near its 52-week low, following a recent downgrade from "hold" to "sell" by Wall Street Zen on July 25th. This comes as the company prepares to release its Q2 2026 earnings on August 6th, with analysts expecting a significant drop in earnings per share compared to the previous quarter. Despite this, MP Materials continues to advance its "Project Swarm" initiative to build a domestic rare earth supply chain for drones, securing term sheets with multiple drone companies.

   5-day return +23.54% · +20.03% vs SPY · beat SPY

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