TS2 TECH • DAILY MODEL PORTFOLIO
Stocks to Buy Today
Five U.S.-listed stocks to watch for July 29, chosen ahead of the market open. This list highlights companies with confirmed earnings, improved guidance, and solid cash flow. Key risks include opening price moves, the Federal Reserve’s decision, and tonight’s major tech earnings reports.
Selective • earnings-led • pre-Fed
+0.2%
+0.1%
-0.1%
Fed • 14:00 ET
The S&P 500 ended Tuesday up 0.21%, while the Dow gained 1.03% and the Nasdaq slipped 0.22%. Oil prices are up more than 3% early today. Microsoft and Meta are scheduled to report earnings after the close.
25% weight
Xylem
NYSE: XYL
94 / 100
Xylem stands out in the group for its strong earnings quality and clear outlook. Orders grew much faster than revenue, margins improved, and management increased its profit guidance. The company supplies water systems for power, semiconductor, and data-center infrastructure, while avoiding the high valuations typical of chip stocks.
$124.97
28 Jul close
$152
Range: $129–$183
+21.6%
Not a return forecast
Orders grew 42% to $3.1 billion, with revenue reaching $2.3 billion. Adjusted earnings per share stood at $1.46, and the adjusted EBITDA margin was 23.3%.
For 2026, the company projects adjusted EPS between $5.55 and $5.70, with revenue expected to reach approximately $9.2 billion and a free-cash-flow margin ranging from 10.2% to 11.0%.
Analysts maintain a Buy consensus. The average price target is close to $152, with some recent bullish forecasts reaching the high $150s.
Target buying range is $123–$126, with a second entry point at $120–$121. Avoid buying if the price exceeds $130.
23% weight
Visa
NYSE: V
92 / 100
Visa delivered strong results across the board, with revenue, payment volume, cross-border activity, and processed transactions all posting double-digit growth. Despite beating estimates, the shares slipped after hours, offering a more attractive entry point into a company exposed to transaction risk but not consumer credit risk.
$364.84
05:00 ET premarket
$403
Range: $330–$450
+10.5%
Not a return forecast
Revenue rose 14% to $11.63 billion. Adjusted EPS came in at $3.32. Payment volume increased 10%, while cross-border volume climbed 13%.
Full-year revenue is expected to increase at the lower end of the low-teens range, while EPS growth is projected at the lower end of the mid-teens range.
The majority of ratings are still Buy or Outperform, with recent price targets ranging from $387 to $430.
The preferred range is $360–$366, with opportunities to add positions around $352–$356 if volatility increases. Avoid buying above $374.
20% weight
S&P Global
NYSE: SPGI
88 / 100
S&P Global shares declined after issuing guidance that fell short of previous earnings forecasts. Despite the market reaction, the quarter itself saw increases in revenue, adjusted profit, and adjusted EPS. The Mobility business separation has been finalized, and the company continues substantial share buybacks. This position is being built gradually rather than as a quick rebound trade.
$424.36
28 Jul close
$533.59
Range: $485–$635
+25.7%
Before possible revisions
GAAP revenue reached $4.146 billion, up 10%. Adjusted EPS rose 23% to $4.83, while adjusted operating profit increased 15% to $1.998 billion.
For 2026, adjusted EPS is projected at $17.50 to $17.75, with organic constant-currency revenue growth between 6% and 8%. The company also expects share buybacks to exceed $7 billion.
The consensus stands at Moderate Buy, with 18 out of 20 tracked analysts issuing Buy ratings. Price targets could be updated following the guidance reset.
Target range is $420–$427, with a secondary entry point around $410. Positions will be reviewed below $400 following updated estimates.
18% weight
Seagate
NASDAQ: STX
86 / 100
Seagate closed fiscal 2026 with record profits and strong cash flow, and its first-quarter outlook topped previous consensus estimates. Growing cloud storage needs and the Mozaic platform are fueling another round of earnings upgrades. While the outlook is promising, recent stock volatility and the sharp opening advance call for disciplined position sizing.
$783.00
05:30 ET premarket
$1,009
Range: $680–$1,600
+28.8%
Wide estimate dispersion
Fourth-quarter revenue reached $3.629 billion. Non-GAAP earnings per share came in at $5.71, with a non-GAAP gross margin of 52.7%. Free cash flow totaled $1.1 billion.
For fiscal Q1 2027, revenue is projected at $4.1 billion, plus or minus $100 million, with non-GAAP EPS expected at $7.30, give or take $0.20. Both figures surpass previous consensus estimates.
The consensus rating stays at Buy, with the average price target around $1,009. Overnight guidance may prompt analysts to update their estimates.
Hold off for the first 30 minutes. Begin buying only if shares fall below $790, with a second tranche around $750. Avoid chasing the stock above $820.
14% weight
Bloom Energy
NYSE: BE
80 / 100
Bloom surpassed $1 billion in quarterly revenue for the first time, improved margins, and reported positive operating cash flow. Management subsequently increased all major 2026 targets. While the earnings revision is significant, concerns over valuation, project timing, and a broad range of analyst targets make this the portfolio’s smallest holding.
$186.90
05:30 ET premarket
$286.20
Range: $70–$390
+53.1%
Low-confidence forecast
Revenue rose 165.5% to $1.065 billion, with non-GAAP EPS at $0.78, non-GAAP gross margin at 34.3%, and operating cash flow at $226.4 million.
For 2026, the company forecasts revenue between $3.9 billion and $4.2 billion, with adjusted EPS in the range of $2.55 to $2.85. Revenue growth is projected to approach 100% at the midpoint.
Analysts have set an average price target of around $286, with recommendations divided between Buy and Hold. Price targets vary widely from $70 to $390, highlighting ongoing uncertainty over the stock’s valuation.
Initial tranche set at half size between $180 and $188; consider adding more only if the stock pulls back in an orderly manner. Avoid buying above $195.
25%
23%
20%
18%
14%
Use limit orders and build every position in two or three tranches.
Avoid buying into a gap higher than the planned entry. Maintain existing weights in Seagate and Bloom. Reassess all positions following the Federal Reserve’s decision, and review again after Microsoft and Meta release earnings.
NASDAQ: TER
WAIT FOR THE 08:30 ET CALL
Second-quarter revenue was $1.33 billion, with adjusted earnings per share at $2.47. Third-quarter guidance topped forecasts, but details from the conference call and initial market reaction could significantly shift the outlook.
NYSE: F
DO NOT CHASE THE GAP
Ford has increased its 2026 adjusted EBIT forecast to $10 billion–$11 billion and now expects free cash flow between $6 billion and $7 billion. However, the latest quarter still posted a $1.3 billion net loss, and analysts see limited further upside.
NASDAQ: MSFT • META
REPORT AFTER THE CLOSE
Both stocks can influence the broader AI sector. The model steers clear of introducing new pre-earnings risk on the same day as the Federal Reserve’s decision.
7.1 / 10
Risks are elevated. All holdings have released new operating updates, but two positions could see significant moves, and macro event risk is particularly high today.
Chip stocks face continued pressure, oil prices are climbing, and investors see real uncertainty around the Federal Reserve’s upcoming decision. Premarket movements are volatile due to thin trading. Analyst targets reflect 12-month outlooks and may change following overnight earnings.