Picks for 2026-08-17

1. SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP

   SBS, Companhia de Saneamento Básico do Estado de São Paulo, is seeing its stock slide after reporting disappointing Q2 2026 earnings on August 12th, missing analyst expectations for both EPS and revenue. This news, coupled with ongoing privatization uncertainty, has led to a significant sell-off, breaking a multi-week uptrend and shifting control to sellers.

   5-day return +1.09% · +2.28% vs SPY · beat SPY

2. HHHHoward Hughes Holdings Inc.

   Howard Hughes Holdings (HHH) is seeing upward momentum after reporting strong Q2 2026 earnings, with net income of $158.37 million compared to a loss in the prior year, and revenue significantly beating analyst estimates. This turnaround is largely attributed to the recent acquisition of Vantage Group Holdings, a specialty insurance and reinsurance company, which is expected to become a major part of HHH's business. The stock is currently trading near resistance, suggesting a potential breakout if positive sentiment continues.

   5-day return +0.15% · +1.34% vs SPY · beat SPY

3. STWDStarwood Property Trust, Inc.

   STWD is seeing downward pressure after reporting Q2 2026 distributable earnings of $0.40 per share on August 6, missing analyst estimates of $0.41, and revenue of $513.67 million, slightly below the $514.43 million forecast. This marks the sixth consecutive quarter the company has not fully covered its $0.48 per share dividend, raising investor concerns despite record capital deployment and asset growth.

   5-day return +0.31% · +1.50% vs SPY · beat SPY

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