TS2 TECH • DAILY MODEL PORTFOLIO
Stocks to Buy Today
Five U.S.-listed stocks for the July 29 session, ranked as of Tuesday’s close and including the latest after-hours results. The model gives priority to confirmed earnings, upgraded guidance, and cash flow, rather than simply the biggest price swings.
Selective • post-earnings
24% weight
Visa
NYSE: V
93 / 100
Visa posted solid, transaction-driven growth, not just a one-time accounting boost. Revenue, profit, payment volume, and cross-border activity all increased. Despite a slight drop after earnings, this offers the highest quality entry among today’s peers.
Revenue rose 14% to $11.63 billion, with adjusted EPS at $3.32 and payment volume up 10%.
Earnings per share surpassed expectations, with payment volume exceeding $4 trillion. Shares adjusted following the results.
Fourth-quarter volumes increased, and restructuring efforts have boosted productivity while keeping product launches on track.
22% weight
Xylem
NYSE: XYL
91 / 100
Xylem has accelerated its order intake, improved margins, and raised its profit guidance. The company provides exposure to AI-driven energy, semiconductor, and industrial water demand without the direct valuation risks of semiconductor stocks.
Orders reached $3.1 billion, up 42%. Adjusted EPS was $1.46. The company expects 2026 EPS between $5.55 and $5.70.
Orders jump, margins expand by 150 basis points, and full-year profit outlook raised
The strong order book is being converted, with additional wins in data center, power, and industrial projects.
20% weight
Ford
NYSE: F
88 / 100
Ford has increased its adjusted EBIT and free cash flow forecasts, citing robust pricing, a favorable sales mix, and solid core operations that outweighed production and tariff challenges. While the upgrade is significant compared to Ford’s market value, investors should consider buying gradually instead of reacting immediately.
Second-quarter adjusted EBIT reached $2.5 billion, with adjusted earnings per share at $0.42. The company reaffirmed its 2026 free cash flow guidance of $6 billion to $7 billion.
Upgraded outlook, robust cash flow, and steady truck prices
Ford remains on track to deliver EBIT between $10 billion and $11 billion, with Ford Pro margins improving and production of previously constrained trucks rebounding.
18% weight
Seagate
NASDAQ: STX
86 / 100
Seagate ended fiscal 2026 with record profits and strong cash flow, and has forecast another significant sequential increase. After Tuesday’s sharp selloff, the earnings reset supports maintaining a position, though continued volatility suggests a smaller allocation.
Fourth-quarter revenue reached $3.629 billion, with non-GAAP earnings per share at $5.71 and free cash flow totaling $1.1 billion.
Cloud demand drives performance; non-GAAP gross margin at 52.7%. Company issues strong guidance for Q1 2027.
Reported revenue reached $4.1 billion, with non-GAAP EPS at $7.30, as Mozaic and HAMR technologies saw continued adoption.
16% weight
Bloom Energy
NYSE: BE
82 / 100
Bloom surpassed $1 billion in quarterly revenue for the first time, improved margins, produced positive operating cash flow, and increased all key 2026 targets. While the company’s performance is outstanding, its valuation and project timelines mean it remains the smallest holding in the portfolio.
Revenue rose 166% to $1.065 billion, with non-GAAP EPS at $0.78 and operating cash flow reaching $226 million.
First $1 billion quarter, positive cash flow, and an upgraded full-year outlook
AI data center power demand is being converted, while maintaining a non-GAAP gross margin of about 34%.
24%
22%
20%
18%
16%
Use limit orders and build every position in three tranches.
Avoid pursuing stocks that open more than 5% higher. Maintain Seagate and Bloom at their current portfolio weights, given their significantly higher volatility compared to Visa or Xylem. Reassess the portfolio following Wednesday’s Federal Reserve announcement.
NYSE: KO
WAIT FOR PULLBACK
Adjusted EPS came in at $0.97 and the outlook improved, but Tuesday’s 5% rally has limited the short-term upside.
NASDAQ: PYPL
WAIT FOR DEAL CLARITY
Adjusted EPS surpassed expectations and the 2026 outlook was raised, but margin slipped to 17.4%. The $60.50 offer limits potential further gains.
NASDAQ: MDLZ
WATCH MARGINS
Organic revenue and volumes rose, but adjusted EPS slipped 2.7% in constant currency, and profit forecasts stay subdued.
7.2 / 10
Risk remains elevated. All portfolio holdings have new operating updates, and three stocks may see significant moves at the market open.
Tuesday saw dramatic market moves: the Dow gained 1.03%, the S&P 500 edged up 0.21%, while the Nasdaq slipped 0.22% and the semiconductor index tumbled 4.5%. With the Federal Reserve set to announce its decision Wednesday, investors should brace for potentially larger opening gaps and sharp shifts in market leadership.