Picks for 2026-08-11

1. PRVAPrivia Health Group, Inc.

   PRVA shares are down after the company reported Q2 2026 earnings, missing analyst estimates on profit but beating on revenue, and raising full-year guidance. Despite the stronger revenue outlook, the stock declined as investors focused on implied slower growth in the second half of the year and concerns about cash flow due to the timing of Medicare Shared Savings Program settlements.

   5-day return -2.09% · -1.69% vs SPY · lagged SPY

2. WMSAdvanced Drainage Systems, Inc.

   WMS is seeing movement today after reporting strong first-quarter fiscal 2027 results on August 6, beating analyst expectations for both earnings per share and revenue. The company also announced an 11% increase in its quarterly cash dividend to $0.20 per share and confirmed its fiscal 2027 net sales guidance. Despite these positive announcements, the stock initially dipped about 3% as investors weighed concerns about potential margin pressure from higher resin and transportation costs, and flat residential organic revenue.

   5-day return +0.31% · +0.72% vs SPY · beat SPY

3. IRMIron Mountain Incorporated

   Iron Mountain (IRM) recently reported strong second-quarter 2026 results, showing a return to profitability and higher revenue, leading the company to raise its full-year 2026 revenue guidance to $7.94 billion–$8.01 billion. This positive outlook, driven by accelerated growth in data center, asset lifecycle management, and digital solutions, is a key catalyst for the stock, despite recent insider selling activity from EVP Mark Kidd and CEO William Meaney. The stock is currently trading near support levels, with a "death cross" indicating a bearish trend, but the positive earnings and guidance could provide a counter-narrative.

   5-day return +3.50% · +3.90% vs SPY · beat SPY

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