Picks for 2026-08-20

1. ADIAnalog Devices, Inc.

   Analog Devices (ADI) is seeing upward momentum after reporting record fiscal third-quarter 2026 results on August 19th, exceeding revenue and earnings estimates. The company achieved its first-ever $4 billion revenue quarter, driven by strong growth in industrial and communications segments, particularly from data center and AI-related demand. Management also provided an optimistic outlook for the fourth quarter, with revenue and adjusted earnings per share guidance surpassing Wall Street expectations, indicating continued strength into fiscal 2027.

   5-day return +1.16% · +0.04% vs SPY · beat SPY

2. IRMIron Mountain Incorporated

   Iron Mountain (IRM) is seeing upward momentum after reporting strong second-quarter 2026 results on August 5th, which included an 18.5% revenue increase and a return to profitability. The company also raised its full-year 2026 revenue guidance to $7.94-$8.01 billion, signaling confidence in its ongoing shift towards higher-value data center and digital services.

   5-day return -0.20% · -1.32% vs SPY · lagged SPY

3. RAREUltragenyx Pharmaceutical Inc.

   Ultragenyx Pharmaceutical (RARE) is seeing increased investor interest today after the U.S. Food and Drug Administration (FDA) granted accelerated approval for its gene therapy, GENGLYCOS, for glycogen storage disease type Ia (GSDIa). This marks the company's first gene therapy approval and fifth overall medicine approved by the FDA, leading to a pre-market surge of 6% in RARE shares. While the stock is experiencing a "Death Cross" (where the 50-day moving average drops below the 200-day moving average, often signaling bearish momentum), the positive news of the FDA approval appears to be overriding this technical signal for now.

   5-day return +3.71% · +2.60% vs SPY · beat SPY

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