Hot Picks

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

Earlier picks 3

Everything the screener has flagged before, most recent first.

FSLR

🔥 HOT detected 2026-09-25 Fundamentals87/100

✓Buy: Buy — the crash is driven by rising interest rates hitting the whole solar sector, not by any First Solar-specific business failure.

Fell -10.3% in 1 trading day(s) — now $172.16

I bought this

Full analysis & scorecard›

What's going on

The stock fell 10.3% because shares of U.S. solar manufacturer First Solar are down as elevated borrowing costs weigh heavily on solar stocks, with other solar names also dropping that day. A direct company-specific reason for the drop has not been established; rising interest rates are likely the main culprit because many customers develop large utility-scale solar projects that require a lot of money upfront before generating revenue. There was also a secondary, smaller company-specific factor days earlier: on September 15, 2026, First Solar said it would voluntarily withdraw its Section 337 complaint at the USITC without prejudice and continue pursuing existing TOPCon patent lawsuits in U.S. District Court, which is a procedural shift in a patent fight, not a lost case.

The case for it

First Solar is highly profitable (32.5% net margin), has almost no debt (1.9% debt/equity) and trades at just 10.6x trailing earnings — cheap even by its own historical standards. The selloff looks macro-driven (higher interest rates hurt all solar-project financing) rather than a sign the company itself is broken, and management just reaffirmed full-year guidance during the drop, plus First Solar reaffirmed full-year guidance during a volatile session. Wall Street analysts largely still like it: Wall Street's answer still tilts toward buy, with 21 of 29 analysts recommending Buy... and an average 12-month price target of $268.25, representing about 56% upside.

What could go wrong

Revenue growth is already negative (-3.7%), and there is real uncertainty clouding the outlook: First Solar fell sharply after a broad solar-sector selloff tied to higher Treasury yields and tougher financing conditions, with weaker booking visibility, analyst target cuts, and ongoing trade-policy uncertainty. There's also litigation overhang — a securities class action was filed against the company earlier in 2026 (per CNN listings), and insiders have been selling heavily with no buying, which is a soft warning sign. If rates stay elevated for a long time, utility-scale solar demand could genuinely soften, not just get delayed — that's the scenario where "cheap" turns into "cheap for a reason."

Fwd P/E 7.4Op margin 42.6%Rev growth -3.7%Debt/equity 1.9%Analyst upside 58.1%

How this scored 87/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 32.5%

✅ Generates cash Free cash flow $1.6B

✅ Not drowning in debt Debt/equity 1.9% (limit 200%)

✅ Can pay its bills Current ratio 2.5 (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? 22/25

Operating margin 42.6% 9/9

Net profit margin 32.5% 8/8

Return on equity 18.5% 5/8

Growth Is it getting bigger, or dying? 15/25

Revenue growth -3.7% 0/9

Earnings growth 23.3% 7/8

Expected profit change 43.3% 8/8

Value Is it cheap right now? 25/25

Forward P/E 7.4 10/10

PEG ratio 0.4 8/8

Analyst target upside 58.1% 7/7

Balance sheet Will it survive? 25/25

Debt / equity 1.9% 10/10

Current ratio 2.5 8/8

Free cash flow $1.6B 7/7

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CRDO

👀 WATCH detected 2026-09-16 Fundamentals92/100

~Watch: Fundamentals are excellent but the drop reflects real, ongoing margin compression and customer-concentration risk, not just panic — wait for margins to stabilize.

Fell -33.5% in 11 trading day(s) — now $150.39

I bought this

Full analysis & scorecard›

What's going on

Credo beat Q1 estimates with 115% revenue growth, but the stock still fell hard because gross margin slipped from 68.2% to 64.5% and guidance implied further compression; the sell-off deepened afterward amid broader AI-spending-slowdown fears and heavy insider selling.

The case for it

The business itself is still growing extremely fast (revenue up over 100%), is very profitable, and has almost no debt and lots of cash — this is not a company falling apart. If margins stabilize and the AI data-center buildout continues, the stock could recover toward analyst targets, which is why some call it oversold.

What could go wrong

Two of the "backward-looking" numbers you were given (25% operating margin, 33.8% net margin) are already stale — the most recent quarter showed margins shrinking, and management's own guidance points to more shrinkage ahead; the company is also concentrated in relatively few large customers (hyperscalers), so any pullback in AI infrastructure spending by even one of them could hit revenue hard, and insiders have been selling heavily with no buying.

Fwd P/E 15.5Op margin 25.2%Rev growth 114.7%Debt/equity 1.0%Analyst upside 87.8%

How this scored 92/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 33.8%

✅ Generates cash Free cash flow $248M

✅ Not drowning in debt Debt/equity 1.0% (limit 200%)

✅ Can pay its bills Current ratio 7.4 (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? 25/25

Operating margin 25.2% 9/9

Net profit margin 33.8% 8/8

Return on equity 30.7% 8/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 114.7% 9/9

Earnings growth 97.1% 8/8

Expected profit change 241.7% 8/8

Value Is it cheap right now? 17/25

Forward P/E 15.5 8/10

PEG ratio unknown 2/8

Analyst target upside 87.8% 7/7

Balance sheet Will it survive? 25/25

Debt / equity 1.0% 10/10

Current ratio 7.4 8/8

Free cash flow $248M 7/7

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TER

👀 WATCH detected 2026-09-01 Fundamentals86/100

~Watch: Interesting AI-test-equipment leader with real earnings growth, but it's still pricey after a huge run-up, so the drop is a valuation reset, not a bargain.

Fell -21.1% in 11 trading day(s) — now $349.83

I bought this

Full analysis & scorecard›

What's going on

The drop is driven by a Wall Street valuation downgrade (Baird cut to Neutral citing "lack of near-term catalysts and valuation concerns") plus a broader profit-taking wave across semiconductor test-equipment stocks after the group's huge AI-driven year-to-date gains, and a sector-wide memory-glut panic — not any company-specific bad news; Teradyne's own Q2 results beat estimates and guidance was actually raised.

The case for it

Teradyne genuinely sells the equipment used to test AI chips, and its Q2 2026 sales rose about 104% year-over-year with raised full-year guidance, so the underlying business is not broken. The stock fell mainly because analysts think the very high price (48x trailing earnings) already assumes years of AI spending growth, and any pause in that narrative (a downgrade, a memory-market scare) causes an outsized swing.

What could go wrong

Even after the pullback the stock still trades around 30x forward earnings and sits ~28% below the average analyst target mostly because targets were set during peak AI euphoria; if AI/hyperscaler capex growth slows or "lumpy," customer-concentrated order patterns disappoint again (as happened after Q1), the stock could fall much further since so much future growth is already priced in.

Fwd P/E 30.0Op margin 33.2%Rev growth 103.9%Debt/equity 2.9%Analyst upside 27.6%

How this scored 86/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 25.8%

✅ Generates cash Free cash flow $437M

✅ Not drowning in debt Debt/equity 2.9% (limit 200%)

✅ Can pay its bills Current ratio 2.1 (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? 25/25

Operating margin 33.2% 9/9

Net profit margin 25.8% 8/8

Return on equity 36.5% 8/8

Growth Is it getting bigger, or dying? 25/25

Revenue growth 103.9% 9/9

Earnings growth 385.8% 8/8

Expected profit change 60.1% 8/8

Value Is it cheap right now? 13/25

Forward P/E 30.0 3/10

PEG ratio 0.9 7/8

Analyst target upside 27.6% 3/7

Balance sheet Will it survive? 23/25

Debt / equity 2.9% 10/10

Current ratio 2.1 6/8

Free cash flow $437M 7/7

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