TS2 TECH • DAILY MODEL PORTFOLIO
Stocks to Buy Today
Five earnings-driven picks chosen following the U.S. market close on July 28. The model targets stocks with post-earnings price swings, strong cash flow, and genuine infrastructure demand, while managing exposure to the semiconductor sell-off.
Selective • use limit orders
Regular session closed • after hours active
7,428.78
+0.21%
24,876.91
−0.22%
52,747.32
+1.03%
Risk signal
−4.5%
Federal Reserve decision • Wednesday
24% weight
Visa
NYSE: V
- 28 Jul close
- $366.59
- Regular session
- +1.2%
- Fiscal Q3 net revenue
- $11.63bn • +14%
- Adjusted EPS
- $3.32 • beat
91 / 100
Payments volume and processed transactions both climbed 10%, with cross-border volume up 13%. Revenue and adjusted earnings topped estimates, but shares slipped after hours. This pullback presents the portfolio’s strongest combination of franchise quality, liquidity, and entry price.
Revenue tops forecasts; spending remains strong; shares dip after results
Fourth-quarter volume increased, and restructuring efforts are delivering better operating leverage.
expenses rose sharply, and a roughly 7% workforce reduction adds execution risk.
22% weight
UPS
NYSE: UPS
- 28 Jul close
- $105.53
- Regular session
- −6.5%
- Q2 revenue / adj. EPS
- $22.8bn / $1.76
- 2026 adjusted EPS guide
- About $7.22
88 / 100
UPS surpassed quarterly forecasts and lifted its full-year outlook for revenue, operating profit, and adjusted EPS after finalizing the Amazon volume transition. Despite this, shares fell as investors questioned execution for the rest of the year rather than reacting to a headline miss. The closing price represents about 14.6 times the company’s adjusted EPS guidance.
Company beats expectations and raises guidance, completes network reset, and finds support from current valuation.
Domestic margins are rising as higher-margin healthcare and business-to-business shipments take the place of lower-margin package deliveries.
operating margin was 8.0%, while inflation, tariffs and competition remain material.
20% weight
S&P Global
NYSE: SPGI
- 28 Jul close
- $424.36
- Regular session
- −3.4%
- Q2 pro forma revenue
- +11%
- 2026 adjusted EPS guide
- $17.50–$17.75
86 / 100
Benchmark revenue climbed 15%, with recurring revenue up 8%. Adjusted operating profit rose 15% and adjusted EPS gained 23%. The Mobility spin-off complicates year-over-year comparisons, but the decline enhances entry into a high-margin data, indices, and ratings business planning over $7 billion in buybacks by 2026.
Strong operations, expanding margins, and ongoing share buybacks
This marks the first full quarter since the spin-off, with ongoing ratings issuance and noticeable revenue generation from new AI products.
still requires durable growth. Credit issuance is cyclical and AI may alter data workflows.
18% weight
Xylem
NYSE: XYL
- 28 Jul close
- $124.97
- Regular session
- +4.1%
- Q2 orders
- $3.1bn • +42%
- 2026 adjusted EPS guide
- $5.55–$5.70
84 / 100
Orders surged 42%, with adjusted EPS up 16% and adjusted EBITDA margin climbing 150 basis points. Management lifted its profit forecast as water plays a growing role in data centers, semiconductors, power, and mining. The company provides exposure to AI infrastructure without adding another chip stock.
Orders surge, prompting a higher EPS outlook and improved margins.
Turning the spike in orders into revenue and proving the new margin level can be maintained.
about $9.2bn, and large project timing can delay order conversion.
16% weight
Seagate Technology
NASDAQ: STX
- 28 Jul close
- $747.30
- Regular session
- −8.3%
- Fiscal Q4 revenue / adj. EPS
- $3.63bn / $5.71
- Next-quarter guide
- $4.1bn / $7.30 EPS
80 / 100
Seagate topped expectations for both earnings and guidance, driven by cloud providers increasing high-capacity storage to support AI workloads. Shares bounced back about 8% in after-hours trading after dropping 8.3% during the regular session. The position remains intentionally limited due to the stock’s sharp one-year gains and high volatility.
Company posts strong earnings, raises guidance ahead of consensus, citing robust mass-capacity demand.
Performance in line with fiscal Q1 2027 guidance and indications that high-capacity drive supply remains controlled.
is elevated, Chinese competition is a concern and AI capital spending can reverse quickly.
24%
22%
20%
18%
16%
Build positions in three tranches: 40% / 30% / 30%.
Open the first tranche using limit orders. Review the position following Wednesday’s Federal Reserve announcement and Microsoft’s results. Don’t purchase Seagate at more than 5% above its $747.30 close, and avoid buying into any initial price surge.
NYSE: BE
WAIT FOR PRICE DISCOVERY
Revenue came in at $1.07 billion, with adjusted EPS at $0.78. The stock dropped 11.3% during regular trading, then rebounded by double digits after hours, making the entry point volatile.
NYSE: IQV
WAIT FOR PULLBACK
Adjusted EPS came in at $3.15 on revenue of $4.37 billion, with the company also raising its guidance. Shares jumped 14.1% in a single day, limiting the immediate upside.
NYSE: F
WAIT AFTER THE GAP
Ford increased its 2026 adjusted EBIT forecast to $10 billion–$11 billion. However, a $1.3 billion net loss, continued EV challenges, and a brief after-hours share rise suggest investors should remain cautious.
6.8 / 10
Moderate to high. Solid company earnings back the selections, but upcoming Fed decisions, major tech earnings, and sharp swings in chip stocks could shift risk quickly overnight.
The semiconductor index dropped 4.5%, now trading roughly 25% below its June record close. The Federal Reserve is set to announce its decision on Wednesday, with Microsoft reporting earnings after the bell. After-hours moves are preliminary and may shift before the market opens.
Company-reported non-GAAP figures are clearly labeled. Prices reflect closing levels from the regular session on July 28, while after-hours moves are approximate snapshots.
Visa fiscal Q3 • Investor Relations
Visa operating data • Reuters
UPS Q2 • Company release
UPS market reaction • Reuters
S&P Global Q2 • Investor Relations
S&P Global guidance • Earnings slides
Xylem Q2 • Company release
Seagate fiscal Q4 • Investor Relations
Seagate outlook • Reuters