Markets
Equities
US Momentum Screen
1Oak Research tracks US-listed common stocks currently exhibiting momentum characteristics — strong recent price trends, elevated trading volume, or a specific catalyst such as an earnings beat or analyst upgrade. Two independent research passes each screen the market using a different method and are cross-checked against each other; stocks flagged by both are ranked first. This is a market-monitoring exercise, not a 1Oak Research product or strategy.
Week of 3 August 2026 · last updated 2026-08-04
Past performance is not indicative of future results. Figures below reflect actual, publicly reported historical price, volume, and earnings data — not backtested or hypothetical performance. Each screen publishes its full ranked list of 15 candidates below, including weaker names that did not reach the top 10, not only its strongest picks; the broader universe of US equities considered beyond these 15 is not exhaustively listed and includes many securities with lower or negative returns. This is not investment advice or a recommendation, and all investing carries risk, including the possible total loss of capital. 1Oak Research is not a registered investment adviser.
Cross-Checked Top 10
| # | Ticker | Company | Flagged by | Signal |
|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc. | Both agents | Surged +29.45% on August 4, 2026, breaking through $150 intraday after Q2 2026 revenue of $1.94B (+93% YoY) beat the $1.8B consensus; stock gained from ~$125.65 prior close to above $150, its strongest single-day move in over two years. |
| 2 | BLZE | Backblaze, Inc. | Both agents | Shares up +37.78% to $21.48 on August 4, 2026, hitting a 55-month high after Q2 adjusted EPS of $0.08 came in 300% above the $0.02 consensus estimate and the company announced a $335M strategic agreement with CoreWeave; raised full-year 2026 revenue guidance to $172M–$174M vs. prior analyst estimate of $162.3M. |
| 3 | IBTA | Ibotta, Inc. | Both agents | Ranked #1 on StockTitan's August 2026 monthly gainers list at +45.7% month-to-date through August 4; stock jumped ~12% on August 3 after Q2 non-GAAP EPS of $0.46 beat the $0.37 consensus by 24.2%, and Q3 guidance midpoint of $88M came in 2.5% above analyst estimates. |
| 4 | AMRC | Ameresco, Inc. | Both agents | Up +29.4% in August 2026 month-to-date (as of August 4), ranking #5 on StockTitan's August 2026 monthly gainers list among NYSE/Nasdaq-listed stocks with market caps over $100M. |
| 5 | CAT | Caterpillar Inc. | Both agents | Led Dow Jones Industrial Average gains on August 4, 2026, rising +5.97% — the largest single-stock contributor to the Dow's 907-point (+1.71%) record close at 54,085.88, surpassing its prior intraday high per CNBC and Trading Economics. |
| 6 | MRVL | Marvell Technology, Inc. | Agent A | Rose +13.44% on August 4, 2026, outperforming the Technology Equipment sector's +4.87% gain; closed July at $180.35, up +37.64% year-to-date, with management raising fiscal 2027/2028 AI bookings outlook citing Q2 guidance implying 35% year-over-year revenue growth. |
| 7 | ZBRA | Zebra Technologies Corporation | Agent B | Surged +22.6% intraday on August 4, 2026, after reporting Q2 CY2026 adjusted EPS of $6.35 vs. $4.38 consensus (a 45.1% beat) and revenue of $1.56B vs. $1.50B estimate (+20.4% YoY), with management raising full-year adjusted EPS guidance to $21 at the midpoint (a 13.5% increase). |
| 8 | CTSH | Cognizant Technology Solutions Corporation | Agent A | Climbed +42.91% in July 2026 per Morningstar US Large-Cap Index screen, vs. the index's -0.15% for the month; as of August 4, 2026, shares at $55.17 were +48.79% above their 52-week low of $37.08 set June 30, 2026. |
| 9 | ACN | Accenture PLC | Agent A | Soared +34.90% in July 2026 per Morningstar, the second-best performer in the Morningstar US Large-Cap Index for the month, versus the index's -0.15% return; ranked among the best stocks in July 2026 by Morningstar alongside Cognizant and PayPal. |
| 10 | XGN | Exagen Inc. | Agent B | Climbed +39.0% on August 4, 2026, after posting record Q2 2026 revenue and raising its full-year outlook toward profitability, per StockMarketWatch.com reporting on August 4, 2026. |
The Two Screens
Each pass is run independently, without sight of the other’s results, so agreement between them is a genuine signal rather than a shared assumption. Each screen’s full ranked list of 15 is shown below, not just the names that fed into the top 10 above — ranks 11–15 are weaker candidates the same screen considered and did not select.
Agent A — Price & Trend Momentum
Screens for stocks trading at or near their 52-week high with sustained price acceleration over the past one to three months.
| # | Ticker | Company | Signal |
|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc. | Surged +29.45% on August 4, 2026, breaking through $150 intraday after Q2 2026 revenue of $1.94B (+93% YoY) beat the $1.8B consensus; stock gained from ~$125.65 prior close to above $150, its strongest single-day move in over two years. |
| 2 | BLZE | Backblaze, Inc. | Shares up +37.78% to $21.48 on August 4, 2026, hitting a 55-month high after Q2 adjusted EPS of $0.08 came in 300% above the $0.02 consensus estimate and the company announced a $335M strategic agreement with CoreWeave; raised full-year 2026 revenue guidance to $172M–$174M vs. prior analyst estimate of $162.3M. |
| 3 | IBTA | Ibotta, Inc. | Ranked #1 on StockTitan's August 2026 monthly gainers list at +45.7% month-to-date through August 4; stock jumped ~12% on August 3 after Q2 non-GAAP EPS of $0.46 beat the $0.37 consensus by 24.2%, and Q3 guidance midpoint of $88M came in 2.5% above analyst estimates. |
| 4 | MRVL | Marvell Technology, Inc. | Rose +13.44% on August 4, 2026, outperforming the Technology Equipment sector's +4.87% gain; closed July at $180.35, up +37.64% year-to-date, with management raising fiscal 2027/2028 AI bookings outlook citing Q2 guidance implying 35% year-over-year revenue growth. |
| 5 | CTSH | Cognizant Technology Solutions Corporation | Climbed +42.91% in July 2026 per Morningstar US Large-Cap Index screen, vs. the index's -0.15% for the month; as of August 4, 2026, shares at $55.17 were +48.79% above their 52-week low of $37.08 set June 30, 2026. |
| 6 | ACN | Accenture PLC | Soared +34.90% in July 2026 per Morningstar, the second-best performer in the Morningstar US Large-Cap Index for the month, versus the index's -0.15% return; ranked among the best stocks in July 2026 by Morningstar alongside Cognizant and PayPal. |
| 7 | PYPL | PayPal Holdings, Inc. | Climbed +32.49% in July 2026 per Morningstar (confirmed at +30.81% by StockTitan's July 2026 monthly gainers ranking, where it placed #7 with a $48.94B market cap), sharply outperforming the S&P 500's -0.1% return in July. |
| 8 | AMD | Advanced Micro Devices, Inc. | As of August 4, 2026, AMD shares stood at $476.15, up more than +100% year-to-date, per TradingKey; the stock had retreated approximately 12% from its June 2026 highs but maintained its triple-digit YTD gain heading into its Q2 2026 earnings report due after the close on August 4. |
| 9 | ANET | Arista Networks, Inc. | Gained +22.9% over the month through July 13, 2026 (the largest company on Trefis's S&P 500 52-week-high list that day at a $235.1B market cap); added a further +4.98% on August 4, 2026, per TradingKey, ahead of Q2 results due after the close that same day. |
| 10 | CORT | Corcept Therapeutics Incorporated | Rose +33.73% in July 2026 per StockTitan's monthly gainers ranking (market cap $12.19B), making it one of the top 10 performers among the 3,832 NYSE/Nasdaq stocks in that ranking for July. |
| Did not reach the top 10 | |||
| 11 | AMRC | Ameresco, Inc. | Up +29.4% in August 2026 month-to-date (as of August 4), ranking #5 on StockTitan's August 2026 monthly gainers list among NYSE/Nasdaq-listed stocks with market caps over $100M. |
| 12 | AMZN | Amazon.com, Inc. | Amazon hit a record $3 trillion market capitalization on August 3, 2026, and shares rose more than +4% that session posting a new closing high, per CNBC; the stock pulled back ~2% on August 4 after an insider share-sale filing but remained near its all-time closing high. |
| 13 | LRCX | Lam Research Corporation | Up +79.6% year-to-date through mid-July 2026 per Yahoo Finance; fiscal year 2026 revenue was $23.23B (+26.02% vs. prior year) with earnings of $7.27B (+35.59%), and the 41-analyst consensus price target of $350.29 implies 21.73% upside from the $287.76 price per ChartMill. |
| 14 | TGT | Target Corporation | Trading at a 52-week high of $144.49 on August 4, 2026, up +49.99% over the trailing year, dramatically outrunning the S&P 500's roughly +15% gain over the same window, per 247wallst.com. |
| 15 | CAT | Caterpillar Inc. | Led Dow Jones Industrial Average gains on August 4, 2026, rising +5.97% — the largest single-stock contributor to the Dow's 907-point (+1.71%) record close at 54,085.88, surpassing its prior intraday high per CNBC and Trading Economics. |
Sources: Palantir Q2 2026 Earnings: Why PLTR Stock Jumped — IndMoney, 'Several steps ahead': Why Palantir stock is surging — Yahoo Finance, Palantir Stock Price Forecast: Can Rising AI Software Demand Lead a Software Stock Recovery? — TradingKey, Palantir Technologies Inc Stock (PLTR) Moved Up by 26.17% on Aug 4 — TradingKey, Backblaze Shares Surge on Strong Q2 Results, Upbeat Guidance — Benzinga, BLZE Stock Hits A 55-Month High — CEO Says Backblaze Had An 'Amazing Quarter' — Stocktwits, Why is Backblaze stock surging today? — Investing.com, Ibotta (NYSE:IBTA) Surprises With Strong Q2 CY2026, Stock Jumps 12% — FinancialContent, Stock Rankings — August 2026 | StockTitan (August & July monthly gainers), Marvell Technology Inc Stock (MRVL) Moved Up by 13.44% on Aug 4 — TradingKey, 3 AI Networking Stocks Quietly Dominating Their Niche in August — 24/7 Wall St., Best- and Worst-Performing Stocks | Morningstar (July 2026), Best Performing Stocks in July 2026 — StockTitan, 4 S&P 500 Stocks Hit 52-Week Highs On Friday | Trefis (Aug 3, 2026), Where The Buying Ran Strongest: 19 S&P 500 Stocks At 52-Week Highs | Trefis (Aug 4, 2026), S&P 500 Stocks At 52-Week Highs: Friday's Full List | Trefis (Jul 13, 2026), Arista Networks Inc Stock (ANET) Moved Up by 4.98% on Aug 4 — TradingKey, Stock market news for Aug. 4, 2026 — CNBC, US Stocks Hit Record Highs as Strong Earnings Fuel Rally — Trading Economics, Target Stock at 52-Week High — 24/7 Wall St., AMD (MRVL, ANET) share price data — TradingKey, Cognizant Technology Solutions (CTSH) share price Aug 4, 2026 — INDmoney, Lam Research (LRCX) LRCX Forecast, Price Target & Analyst Ratings — ChartMill, Lam Research surged 79.6% YTD — Yahoo Finance (July 2026 article), The S&P 500 is back at a record high and the Dow just hit 54,000 — CNN Business, Stock market news for Aug. 3, 2026 (Amazon $3T, Imax ATH) — CNBC
Agent B — Volume & Catalyst Momentum
Screens for stocks showing unusual trading volume alongside a specific catalyst — an earnings surprise, an analyst upgrade, or a price-target increase.
| # | Ticker | Company | Signal |
|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc. | Surged +26.17% on August 4, 2026, after reporting Q2 2026 adjusted EPS of $0.41 vs. $0.346 consensus (a 46.4% beat, 9th consecutive upside surprise) and revenue of $1.935B (+93% YoY, above $1.812B estimate), with full-year 2026 revenue guidance raised to $8.15–$8.158B from $7.65–$7.662B. |
| 2 | BLZE | Backblaze Inc. | Gained +50.8% to $23.51 on August 4, 2026, after reporting Q2 2026 revenue of $42.71M (vs. $39.94M estimate, an 18% YoY increase) and EPS of $0.08 vs. $0.02 consensus, and raising FY26 sales guidance above prior estimates, anchored by a $335M strategic agreement with CoreWeave. |
| 3 | IBTA | Ibotta Inc. | Jumped +50.1% to $36.89 on August 4, 2026, after the company reported better-than-expected Q2 2026 financial results and issued Q3 sales guidance above estimates, with the 7-Eleven digital network expansion cited as a key catalyst. |
| 4 | ZBRA | Zebra Technologies Corporation | Surged +22.6% intraday on August 4, 2026, after reporting Q2 CY2026 adjusted EPS of $6.35 vs. $4.38 consensus (a 45.1% beat) and revenue of $1.56B vs. $1.50B estimate (+20.4% YoY), with management raising full-year adjusted EPS guidance to $21 at the midpoint (a 13.5% increase). |
| 5 | CAT | Caterpillar Inc. | Rose +10.7% (premarket surge of +11.3%) on August 4, 2026, after reporting record Q2 2026 adjusted EPS of $8.17 vs. $6.20–$6.25 consensus (a ~30.7–31.8% beat) and revenue of $20.54B vs. $19.31B estimate (+24% YoY), with the company raising its full-year 2026 sales growth outlook to mid- to high-teens from low- to mid-teens. |
| 6 | XGN | Exagen Inc. | Climbed +39.0% on August 4, 2026, after posting record Q2 2026 revenue and raising its full-year outlook toward profitability, per StockMarketWatch.com reporting on August 4, 2026. |
| 7 | AMRC | Ameresco Inc. | Surged +28.2% to $29.27 on August 4, 2026, after reporting better-than-expected Q2 2026 financial results and raising its FY26 adjusted EPS guidance above prior estimates. |
| 8 | W | Wayfair Inc. | Gained +25.8% to $112.56 on August 4, 2026, after reporting better-than-expected Q2 2026 quarterly financial results, with the move driven by high volume on the earnings-day catalyst. |
| 9 | BR | Broadridge Financial Solutions Inc. | Gained +11.2% to $174.93 on August 4, 2026, after reporting fiscal Q4 2026 results with revenue of $2.22B and EPS of $3.82, both exceeding estimates, and issuing FY27 adjusted EPS guidance with its midpoint above consensus. |
| 10 | QLYS | Qualys Inc. | Posted Q2 CY2026 revenue of $182.2M (+11% YoY, 2% above analyst estimates) and adjusted EPS of $1.98, exceeding projections by 10.9%, as reported August 4, 2026; the company lifted full-year revenue guidance to $735M and raised adjusted EPS guidance to $7.81. |
| Did not reach the top 10 | |||
| 11 | SNDK | SanDisk Corp. | Gained +8.8% to $1,401.07 on August 4, 2026, on high positioning volume ahead of its Q2 2026 earnings report scheduled for the following day (August 5), with analysts forecasting revenue to climb 42% to ~$3.7B. |
| 12 | TER | Teradyne Inc. | Gained +7.6% to $393.50 on August 4, 2026, amid broad AI-infrastructure momentum, with Semiconductor Test segment revenues having broken the $1B threshold YoY in Q1 2026 and AI-related demand accounting for ~70% of revenues. |
| 13 | RRR | Red Rock Resorts Inc. | Reported Q2 CY2026 revenue of $510.3M (surpassing consensus by 2.2%) and GAAP EPS of $0.67 (42.1% above expectations), with adjusted EBITDA of $208M beating forecasts by 5.9%, as reported August 4, 2026. |
| 14 | CSCO | Cisco Systems Inc. | Rose +3.05% on August 4, 2026, supported by strong quarterly guidance and enterprise AI infrastructure demand, having secured $1.9B in AI infrastructure orders from hyperscalers in Q3 FY2026 alone, with full-year hyperscaler AI orders now expected at approximately $9B. |
| 15 | IBM | International Business Machines Corp. | Gained +3.91% on August 4, 2026, contributing to the Dow Jones Industrial Average's 908-point advance to 54,086, reflecting broad earnings-driven momentum and ongoing AI software and consulting demand. |
Sources: Stock Market Today (Aug. 4, 2026): Record closes for S&P 500, Dow as tech comeback continues – TheStreet, Stock Market Today: Live Updates 04.08.2026 – TS2 Space, ZBRA Stock Rips Higher As AI Workflow Story Gains Traction – Timothy Sykes, Today's Stock Options Market Update (PLTR) – Charles Schwab, Top Stocks: Today's Top Gaining and Most Active Stocks – StockMarketWatch, Palantir shares surge after earnings beat | NYSE:PLTR – Proactive Investors, Palantir Stock Price Forecast: Can Rising AI Software Demand Lead a Software Stock Recovery? – TradingKey, Palantir Technologies Inc Stock (PLTR) Moved Up by 26.17% on Aug 4 – TradingKey, After Palantir's Blowout Earnings, Here's Where The Stock Could Head Next – 24/7 Wall St., Caterpillar stock surges on strong earnings and revenue beat – Investing.com, Caterpillar (NYSE:CAT) Reports Bullish Q2 CY2026, Stock Jumps 10.7% – FinancialContent/StockStory, Caterpillar lifts 2026 sales growth target on strong data center demand – CNBC, LevelFields — Caterpillar Rises After Earnings Beat and Record Revenue, Caterpillar, Wayfair, Zebra Technologies, Gartner And Other Big Stocks Moving Higher On Tuesday – Benzinga, S&P 500 Hits Record Highs, Palantir Jumps 27% – Benzinga, Zebra Technologies soars on strong Q2 beat, raised outlook – Investing.com, Zebra (NASDAQ:ZBRA) Reports Strong Q2 CY2026, Stock Jumps 11.9% – FinancialContent/StockStory, Is Zebra Technologies Corp (ZBRA) Positioned for Growth After Q2 Earnings Beat? – GuruFocus, Zebra Technologies Corp (ZBRA) Q2 2026 Earnings Call Highlights – GuruFocus, Backblaze Q2 2026 slides: AI strategy drives 34% B2 growth – Investing.com, Backblaze Announces Second Quarter 2026 Financial Results – Las Vegas Sun, Backblaze (NASDAQ:BLZE) Announces Earnings Results – Ticker Report, Broadridge Financial (BR) Q4 FY2026 Earnings – Yahoo Finance, Broadridge Financial Solutions Inc (BR) – Morningstar, Broadridge Gears Up to Report Q4 Earnings: What's in the Cards? – Yahoo Finance, Stock Rankings August 2026 – StockTitan, US Stocks Hit Record Highs as Strong Earnings Fuel Rally – TradingEconomics, Cisco Systems Inc Stock (CSCO) Moved Up by 3.05% on Aug 4 – TradingKey, TER vs. CSCO: Which AI Infrastructure Stock Is the Better Buy? – Yahoo Finance UK
This page is a factual screening exercise based on publicly available market data, analyst research notes, and financial news — it is not investment advice, a recommendation, or a solicitation to buy, sell, or hold any security. 1Oak Research does not hold positions in, trade, or receive compensation related to any security named above. Momentum is a statistical characteristic of recent price and volume behaviour, not a predictor of future returns — momentum can reverse sharply and without warning, and all investing carries risk, including the possible total loss of capital. Figures are sourced from third parties and 1Oak Research does not guarantee their accuracy or completeness; verify independently before acting. 1Oak Research is not a licensed or regulated financial entity.