August’s quarterly results season opened up trading opportunities across a wide cross-section of equities, not only among headline mega-cap technology names. According to InvestingPro’s performance record, positioning ahead of post-earnings momentum generated large rallies across energy, industrial manufacturing, materials, and small- and mid-cap growth stocks.
For investors considering access to this model-driven approach, InvestingPro ran a limited-time summer subscription promotion described as offering access for less than $8 per month, a sale the original coverage noted was expiring within hours. The service includes access to the monthly list of AI-selected stocks and a suite of premium features.
Performance snapshot
Each month, InvestingPro’s AI stock picker analyzes thousands of global equities, adds the strongest-ranked opportunities and removes positions that no longer meet the model’s thresholds. As the September rebalance approaches, August’s results illustrate the breadth of moves that emerged outside the usual big-cap winners.
Members who received the AI-selected picks before August’s rebalance reportedly saw multiple stocks return more than 30% in that month alone, while other selections extended gains to above 90% from the date of first selection. The coverage highlighted several examples of August winners:
- Ramaco Resources (NASDAQGS:METC): +45.04% in August alone
- Mativ Holdings (NYSE:MATV): +40.07% in August alone
- Salesforce Inc (NYSE:CRM): +39.12% in August alone, and +56.83% since selection
- Peabody Energy (NYSE:BTU): +36.09% in August alone
- Gartner (NYSE:IT): +31.37% in August alone
The report noted more than 25 double-digit rallies during August across the strategies tracked by the AI.
Since its November 2023 launch, InvestingPro’s AI selection approach has compounded into a total return of +186.66%, outperforming the S&P 500 by +104.61% over the same period, according to the performance figures published alongside the strategy data.
Top performers retained in strategies
While new opportunities are added on a monthly basis, the strategies have retained several names that have continued to deliver substantial multi-month returns. The article listed examples of strong performers that remain in the AI strategies with cumulative gains since selection as follows:
- Delek US Energy (NYSE:DK): +91.91% since picked
- Haemonetics (NYSE:HAE): +90.61% since picked
- Everforth (NYSE:EFOR): +81.95% since picked
- Consensus Cloud Solutions (NASDAQGS:CCSI): +77.9% since picked
- Nucor (NYSE:NUE): +57.33% since picked
The coverage also emphasized gains outside the U.S. marketplace. It cited August-only moves such as LARGAN (TWSE:3008) up +76.69%, FUCC (TWSE:1709) up +61.24%, and Hanmi Pharm Co (KOSE:A128940) up +52.62% in August alone.
Stocks with triple-digit advances since selection
In addition to recently realized moves, the stable of AI-picked names includes a growing list of stocks that have more than tripled since being chosen. A selection cited in the article includes:
- Lenovo Group (SEHK:992): +210.29% since picked
- MediaTek (TWSE:2454): +173.64% since picked
- Nordex SE (XTRA:NDX1): +166.81% since picked
- Dogu Aras Enerji Yatirimlari AS (IBSE:ARASE): +139.93% since picked
- GR Engineering Services Ltd (ASX:GNG): +138.21% since picked
- Unicaja (BME:UNI): +133.23% since picked
With the September rebalance due imminently, the article reiterated that a new list of AI picks will be released the following day. Existing members were directed to the platform where the new September list will be posted; non-members were invited to subscribe to access the current strategies, the underlying rationale for each pick, and to view the upcoming rebalance prior to the new picks’ publication.
How the AI identifies candidates
The InvestingPro AI engine applies investor-grade financial research and machine-learning models to a universe of more than 60,000 stocks worldwide, the write-up stated. The system looks for companies where underlying fundamentals and forward-looking growth indicators imply a substantial upside before the broader market has priced it in. Every selection is accompanied by the rationale the model used, so members receive a documented explanation of the data driving each pick.
The article used two detailed company case studies to illustrate how the models identified targets: Ramaco Resources (METC) and Mativ Holdings (MATV).
Ramaco Resources (METC) - example of the model in action
Ramaco was presented as a stock that outperformed following a strong quarterly report. The company reportedly posted Q2 revenue of $144.8 million versus a $133.7 million forecast, an 8.3% top-line beat, with EBITDA rising 19% sequentially to $28.8 million. Operational discipline, including keeping cash mine costs under $100 per ton for a fourth consecutive quarter and steady low-volatility coal shipments, supported the quarter.
The write-up stated Ramaco was flagged by the machine-learning engine for a combination of balance sheet strength, severe market mispricing and high-upside catalysts. The article included multiple August performance figures for Ramaco: an entry in the earlier performance summary showed +45.04% in August, another line said the stock was +45.05% in August, and the Ramaco case study referenced a +33.59% surge in August attributed to the model’s signal. The piece also listed specific datapoints the model highlighted:
- Balance sheet and liquidity - Total liquidity was reported to have expanded 310% year-over-year to $490 million with a 5.46 current ratio.
- Cost discipline - Cash mine costs were maintained under $100 per ton.
- Valuation gap - The stock sat at 23% of its 52-week high at one point, suggesting an attractive entry.
- Analyst targets - Wall Street consensus was cited as suggesting fair value near $27, with Benchmark maintaining a $38 price target.
- Shareholder returns - Management was reported to have repurchased about 5% of shares outstanding during the pullback.
- Optionality - The firm’s emerging rare-earth mining project was noted as an additional long-term optionality, with an estimated potential value of approximately $1.2 billion.
Mativ Holdings (MATV) - another high-conviction pick
Mativ’s Q2 2026 results were characterized as a “blowout” that exceeded expectations. Revenue of $531.8 million modestly beat consensus, representing a +4.5% surprise. The company’s EPS of $0.50 crushed a $0.28 consensus estimate, a +47.1% surprise, and net income returned to positive territory at $3.6 million after a prior-year net loss. Proactive pricing and cost control were credited with expanding EBITDA 12% to $75.0 million, and quarterly free cash flow rose 24% to $60.4 million, enabling ongoing deleveraging on the balance sheet.
The ML engine reportedly identified the following signals ahead of the move:
- Valuation discount - Trading at $12.05, Mativ was cited as below Wall Street analyst fair value targets of $14.00 and InvestingPro fair value estimates of $13.62.
- Operational improvement - Operating profit was said to have doubled year-over-year to $20.1 million.
- Deleveraging - Management reportedly reduced debt by $40 million in the prior quarter.
- Cost savings and dividend - Efficiency initiatives were expected to unlock an additional $15M–$20M in cost reductions and support a 3.3% dividend yield backed by a 30-year record of continuous payments.
Members receive model rationales for every selection
According to the article, the InvestingPro AI models provide a detailed rationale for each stock selected or removed, giving members transparent insight into the positioning behind each monthly rebalance. Members were given instructions for accessing the full August set of AI-powered stock picks and the model rationales, and the write-up reiterated that the September list would be released the next day.
Rotation and exits - the case of PBF Energy
The piece used PBF Energy (NYSE:PBF) to illustrate how the monthly rebalance can capture gains and then rotate capital when risk-reward becomes less compelling. The models identified PBF in June based on a combination of market performance, attractive valuation and accelerating fundamentals. The factors listed in that selection thesis included:
- Recent market performance - the stock had reportedly surged about 121% over the past year and approximately 52% year-to-date at the time of the write-up.
- Valuation - trading below book value with a P/E around 10 and a roughly 2.7% dividend yield.
- Earnings turnaround and operational catalysts - a large Q1 earnings beat, the restart of the Martinez refinery, and $230 million already saved through a cost program targeting $350 million by year-end.
The models added PBF at $41.88 and later exited at $72.28, locking in a 72.8% gain in two months, as the AI concluded other opportunities offered a more attractive risk-reward profile. The article stressed that the exit did not represent a negative view on PBF’s business but reflected the rebalance mechanism seeking higher expected returns elsewhere.
September rebalance and how to access the list
With the September rebalance approaching, the AI models were said to be reassessing every position to identify the next high-conviction opportunities. The write-up directed existing members to the platform to view the new list once published and invited non-members to subscribe to access the full August list and receive the forthcoming September picks. The original coverage provided separate subscription entry points for app and web users.
Technical description of the AI methodology
The InvestingPro system runs at the beginning of each month, evaluating thousands of global equities using a combination of historical data, valuation metrics and forward-looking growth indicators. The engine reportedly processes more than 15 years of financial data across over 150 quantitative models to surface up to 20 high-conviction names per strategy based on projected medium-term upside potential.
Strategies are rebalanced monthly: the best-performing names can be retained, new opportunities are added, and underperformers or those that no longer meet criteria are removed. Each strategy uses equal weighting across selected stocks as a consistent framework for tracking performance, while investors remain free to tailor allocations to their preferences.
The published goal of the approach is to keep capital positioned in companies with the strongest confluence of momentum, valuation and business performance as identified by the models.
Access and final notes
The article closed by noting the time-sensitive nature of the promotional pricing and included a short disclaimer that subscription prices cited were accurate at the time of publication and may vary across regions. It also included a brief promotional line about a feature called Vision AI that generates risk management plans for trades, though the core of the coverage remained focused on the AI stock selection performance and the imminent release of the September list.