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Hot Picks

AI-vetted picks: crashed companies whose fundamentals still hold up.

Earlier picks 3

Everything the screener has flagged before, most recent first.

ARIS

🔥 HOT detected 2026-09-10 Fundamentals82/100
Buy: Buy — this isn't really a "crashed stock," it's a fast-growing, profitable gold miner trading cheaply near its highs.

Declined -97.7% from its all-time high of $877.88 — now $20.13

$23.3$2.1 peak $23 2023202420252026
I bought this
Full analysis & scorecard

What's going on

The -97.7% "all-time high" from 2010 is a red herring: today's Aris Mining Corp was only formed in 2022 (formerly GCM Mining/Gran Colombia Gold) after major restructuring, so that ancient high has nothing to do with the current business. In reality the stock has surged roughly 500%+ over the past three years and was just named to the TSX30 list of top performers; the current price is only 5% below its recent 30-day high, not in a crash.

The case for it

Aris Mining is a real, growing gold producer in Colombia with rising output (guiding to 300-350koz gold in 2026, up from 257koz in 2025, with a new plant ramping up) and it's riding high gold prices, driving 62% revenue growth and strong margins. Despite the run-up, it still trades at a low forward P/E of under 7 and most Wall Street analysts have price targets well above today's price, some over double. The balance sheet is solid (more cash than debt, low debt/equity, healthy current ratio) so this looks like genuine, funded growth rather than a business propped up by debt.

What could go wrong

It's a single-country, small-cap gold miner (Colombia operations carry political/security risk, and there was a recent workplace incident at a partner mine), profits are highly tied to gold prices staying elevated, insiders have reportedly been net sellers recently, and the stock has already run up hugely — so much of the good news may already be priced in even after the small pullback.

Fwd P/E 7.0Op margin 47.8%Rev growth 62.3%Debt/equity 28.7%Analyst upside 83.8%
How this scored 82/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 22.4%
Generates cash Free cash flow $121M
Not drowning in debt Debt/equity 28.7% (limit 200%)
Can pay its bills Current ratio 1.9 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 23/25
Operating margin 47.8% 9/9
Net profit margin 22.4% 8/8
Return on equity 19.1% 6/8
Growth Is it getting bigger, or dying? 19/25
Revenue growth 62.3% 9/9
Earnings growth unknown 2/8
Expected profit change 104.7% 8/8
Value Is it cheap right now? 19/25
Forward P/E 7.0 10/10
PEG ratio unknown 2/8
Analyst target upside 83.8% 7/7
Balance sheet Will it survive? 21/25
Debt / equity 28.7% 10/10
Current ratio 1.9 5/8
Free cash flow $121M 7/7

HAPN

🔥 HOT detected 2026-09-03 Fundamentals78/100
Buy: Buy — this is LendingClub reborn as a profitable digital bank, growing fast and cheap, with no bad news behind the recent dip.

Declined -86.5% from its all-time high of $128.70 — now $17.36

$21.7$4.7 peak $21 2023202420252026
I bought this
Full analysis & scorecard

What's going on

HAPN is the renamed LendingClub (Happen, Inc.), whose stock cratered from a 2014 all-time high years ago after a major 2016 loan-falsification/CEO-resignation scandal — that crash is ancient history, not today's story. The recent -17% pullback from its 30-day high appears to be normal volatility (a small, routine CEO stock sale is the only news found) rather than any fresh negative catalyst.

The case for it

The company has transformed into an actual bank holding company with strong profitability (14% net margin, 13% return on equity), fast earnings growth (+51%), a fortress balance sheet (almost no debt, $913M cash, current ratio 3.45), and it trades cheap at a 10x trailing / 7.4x forward P/E — well below the average analyst price target. Multiple years of stock price recovery (up 85% in 2024, 17% in 2025) show the turnaround is real and already recognized by the market, and the latest dip looks like noise, not a red flag.

What could go wrong

This is still the same company that suffered a severe governance scandal in 2016, and as a consumer lender it is inherently exposed to credit cycles and rising defaults if the economy weakens; no analyst-target or earnings-quality deep-dive was done here, so the 42% gap to target price could reflect stale estimates rather than a real mispricing.

Fwd P/E 7.4Op margin 21.4%Rev growth 6.5%Debt/equity 0.7%Analyst upside 42.7%
How this scored 78/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 14.0%
Generates cash Free cash flow $1.2B
Not drowning in debt Debt/equity 0.7% — exempt (banks run on leverage by design)
Can pay its bills Exempt (financials)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 17/25
Operating margin 21.4% 8/9
Net profit margin 14.0% 6/8
Return on equity 13.2% 3/8
Growth Is it getting bigger, or dying? 19/25
Revenue growth 6.5% 3/9
Earnings growth 51.5% 8/8
Expected profit change 35.4% 8/8
Value Is it cheap right now? 17/25
Forward P/E 7.4 10/10
PEG ratio unknown 2/8
Analyst target upside 42.7% 5/7
Balance sheet Will it survive? 25/25
Debt / equity 0.7% 10/10
Current ratio 3.5 8/8
Free cash flow $1.2B 7/7

ONTO

🔥 HOT detected 2026-08-31 Fundamentals77/100
Buy: Buy — this looks like sector-wide chip-equipment panic selling, not company-specific bad news, and growth remains excellent.

Fell -22.9% in 10 trading day(s) — now $270.79

$353$84.2 2023202420252026
I bought this
Full analysis & scorecard

What's going on

Multiple sources attribute the drop to a broad semiconductor-equipment sector selloff (AI-trade profit-taking, worries about Chinese lithography competition) that hit peers like KLA and Teradyne too, not any Onto-specific problem; no earnings miss, no guidance cut, no fraud, no lost customer has surfaced.

The case for it

The company is growing revenue 35% and earnings 75% year-over-year with a strong balance sheet (cash of $1.88B versus debt of $1.47B, high current ratio), and analysts have actually been raising price targets (Cantor to $410, Oppenheimer to $450) even as the stock fell, suggesting the crash is a sentiment/valuation reset rather than a business breakdown. Next earnings isn't until November 5, so there's no fresh negative data point driving this — it's a sector-wide de-rating of a richly valued stock amid an AI-trade wobble.

What could go wrong

The trailing P/E of ~101 was extremely stretched (5-year median P/E is only ~37x per GuruFocus), so even without bad news the stock may simply be normalizing from an unsustainable valuation, and further multiple compression could continue even if the business is fine; also a large convertible note offering and a $710M Rigaku stake purchase add capital-allocation uncertainty that some investors are still digesting.

Fwd P/E 23.2Op margin 23.0%Rev growth 35.3%Debt/equity 76.5%Analyst upside 43.5%
How this scored 77/100
✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.
Makes money Net profit margin 11.8%
Generates cash Free cash flow $203M
Not drowning in debt Debt/equity 76.5% (limit 200%)
Can pay its bills Current ratio 9.7 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 14/25
Operating margin 23.0% 8/9
Net profit margin 11.8% 5/8
Return on equity 6.8% 1/8
Growth Is it getting bigger, or dying? 25/25
Revenue growth 35.3% 9/9
Earnings growth 75.4% 8/8
Expected profit change 334.9% 8/8
Value Is it cheap right now? 16/25
Forward P/E 23.2 5/10
PEG ratio 1.2 6/8
Analyst target upside 43.5% 5/7
Balance sheet Will it survive? 22/25
Debt / equity 76.5% 7/10
Current ratio 9.7 8/8
Free cash flow $203M 7/7
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