Picks for 2026-08-04

1. KGCKinross Gold Corporation

   Kinross Gold (KGC) is seeing upward momentum after reporting strong second-quarter 2026 results on July 29, with adjusted earnings of $0.71 per share beating analyst estimates and revenue rising 29.5% year-over-year due to higher realized gold prices. The company also announced a quarterly dividend of $0.04 per share and is on track to return 40% of its free cash flow to shareholders in 2026.

   5-day return +15.42% · +15.52% vs SPY · beat SPY

2. APPAppLovin Corporation

   AppLovin (APP) is seeing increased investor attention as it approaches its Q2 2026 earnings release, scheduled for August 5th after market close. Analysts are expecting significant year-over-year growth, with earnings per share projected to jump 64.6% and revenue up 54%. Despite a 41% year-to-date stock drop and concerns about aggressive valuation, the company's strong AI-powered recommendation engine and expansion into non-gaming advertising markets are driving optimism.

   5-day return -24.07% · -23.97% vs SPY · lagged SPY

3. PRMPerimeter Solutions, Inc.

   PRM is sinking after reporting a significant net loss of $181.6 million for the second quarter of 2026, missing analyst earnings estimates despite a 31% increase in net sales. This earnings miss and substantial loss, coupled with a lowered price target from JP Morgan, has raised concerns about the company's profitability and valuation, leading to a nearly 18% stock price drop. The stock is now trading well below its 20-day simple moving average, confirming the negative sentiment.

   5-day return +3.85% · +3.95% vs SPY · beat SPY

Share this briefing

All published briefings · Full scoreboard · Today's live board