TS2 TECH • DAILY MODEL PORTFOLIO
Stocks to Buy Today
Five U.S.-listed stocks stood out in Wednesday’s session. The model prefers companies with higher guidance, strong cash flow, and valuations that have already accounted for setbacks. Final position sizes are being kept smaller ahead of the Federal Reserve’s decision.
Selective • buy in stages
−0.60%
−0.74%
−1.37%
14:00 ET
Overall risk is subdued ahead of the policy announcement. Today’s selections focus on new earnings reports, revised forecasts, and company-specific price adjustments. The indicated weights are targets, not recommendations to allocate all capital before the Fed decision.
24% target weight
Xylem
NYSE: XYL
93 / 100
Xylem delivered strong earnings momentum and quality, with adjusted profit surpassing forecasts, a raised full-year outlook, and orders outpacing revenue growth. Shares fell today, offering investors a more attractive entry point to benefit from water demand across utilities, power, semiconductors, and data centers.
$122.72
−1.8% today • 10:12 ET
21.8×
Using company guidance midpoint
+30.0%
Median target $159.50
Revenue reached $2.34 billion, up 2%. Adjusted EPS came in at $1.46, beating the expected $1.34. Orders surged 42% to $3.1 billion, while the adjusted EBITDA margin stood at 23.3%.
For 2026, revenue is projected at approximately $9.2 billion, with adjusted EPS expected between $5.55 and $5.70. Free cash flow margin is forecast in the range of 10.2% to 11.0%.
Consensus estimates project FY2027 EPS at $6.18, up 9.8% from FY2026. The stock holds 17 positive ratings, 9 holds, and no negatives.
Target buying range is $121–$124. Initiate a third of your position now, hold back the second portion for potential market dips, and wait until after the Fed meeting for the final tranche. Avoid buying above $126.
22% target weight
Hubbell
NYSE: HUBB
91 / 100
Hubbell delivered double-digit organic growth and increased its full-year profit outlook. Despite improved order trends in utilities, electrical equipment, and data center construction, the stock declined again. This pullback helps ease valuation pressure while the demand outlook remains intact.
$469.67
−2.9% today • 10:12 ET
23.0×
Using company guidance midpoint
+21.4%
Median target $570.00
Sales reached $1.71 billion, up 15%, with organic sales increasing 10%. Adjusted EPS rose 12% to $5.52, and the adjusted operating margin was 23.9%.
Looking ahead to 2026, sales are projected to grow 16% to 18%, with organic sales expected to rise 9% to 11%. Adjusted earnings per share are forecast between $20.25 and $20.55, and free cash flow conversion is estimated at around 90%.
Analysts expect FY2027 EPS to reach $22.53, up 11.4% from FY2026. The stock has 7 buy ratings, 8 holds, and no sell recommendations.
Target buying between $466 and $474. Start with two tranches and reserve the final tranche for the Fed’s decision. Avoid chasing any rally above $485 unless earnings forecasts improve.
22% target weight
Visa
NYSE: V
89 / 100
Visa brings steady cash flow to a portfolio focused on stocks with more unpredictable earnings. The company reported double-digit growth in revenue, payment volume, cross-border activity, and processed transactions. While there’s limited upside to the median target price, disciplined buying remains important despite the positive rating.
$368.29
+0.5% today • 10:12 ET
27.9×
Using current EPS consensus
+12.3%
Median target $413.50
Revenue rose 14% to $11.63 billion, with adjusted EPS at $3.32. Payment volume increased 10%, cross-border volume climbed 13%, and processed transactions were up 10%.
Full-year revenue is projected at the lower end of low-teens growth, with EPS also expected at the lower end of mid-teens growth. Fourth-quarter revenue is forecast at the upper end of low double-digit gains.
Fiscal 2027 EPS consensus stands at $14.98, up 13.6% from Fiscal 2026. The stock has 40 buy ratings, 3 holds, and no sell recommendations.
Target buying zone is $360 to $368. Use limit orders and reserve the final portion in case of a broader market decline. Avoid buying if the price exceeds $372.
18% target weight
Bunge
NYSE: BG
86 / 100
Bunge surpassed profit and revenue forecasts and raised its annual earnings outlook for the second consecutive quarter. Despite this, the stock remains significantly lower. The valuation looks attractive, but investors appear to want more proof of performance from the expanded company following the Viterra deal.
$109.56
−6.7% today • 10:12 ET
11.5×
Using company guidance midpoint
+31.0%
Median target $143.50
Revenue reached $24.04 billion, up 88%. Adjusted EPS came in at $2.00, slightly beating the $1.95 expected. Soybean processing and refining sales totaled $12.07 billion.
Adjusted EPS for 2026 is now projected at $9.25 to $9.75, up from the previous range of $9.00 to $9.50, reflecting improved margins in soybean and softseed processing.
FY2027 earnings per share are projected at $11.20, up 18.9% from FY2026. The stock has 10 buy ratings, one hold, and no sells.
Preferred buying range is $107 to $111. Initiate only a third of the position before the Fed meeting. Increase exposure after the price stabilizes; avoid adding during a sharp decline.
14% target weight
Vertiv
NYSE: VRT
82 / 100
Vertiv reported revenue below forecasts, but delivered solid profit, margins, and cash flow. Management increased all key annual targets. The 12% drop in shares now offers a more attractive entry point for exposure to AI-driven power and cooling demand. The stock remains the smallest portfolio position due to its elevated valuation and continued intraday volatility.
$237.50
−11.9% today • 10:12 ET
35.4×
Using company guidance midpoint
+58.3%
Median target $376.00
Sales reached $3.274 billion, up 24%. Organic sales rose 18%. Adjusted EPS was $1.52, a 60% increase, with an adjusted margin of 22.6%. Adjusted free cash flow totaled $925 million.
For 2026, sales are projected at $13.8 billion to $14.2 billion, with organic growth expected between 30% and 32%. Adjusted EPS is forecast at $6.65 to $6.75, and adjusted free cash flow is anticipated to range from $2.4 billion to $2.6 billion.
Consensus forecasts put FY2027 EPS at $8.82, up 35.9% from FY2026. The stock has 26 positive ratings, 6 holds, and 1 underweight.
Ideal buy range is $228 to $238. Begin with a maximum of one-third of your intended position. Increase holdings only if the stock stabilizes or following the Fed decision; avoid buying on a surge above $250.
24%
22%
22%
18%
14%
Median price targets and EPS forecasts reflect the latest consensus views and may not capture real-time results. They are not guarantees of future returns. Forward P/E ratios use the midpoint of company-provided guidance when available; for Visa, the calculation is based on the current annual consensus EPS.
Use limit orders. Keep the final tranche until after 14:00 ET.
The target allocations add up to 100%, but investors shouldn’t reach these levels with a single trade. Begin by taking 30% to 40% of the planned position in each stock. Bunge and Vertiv should start with even smaller initial buys due to their notably weaker price performance.
NYSE: F
DO NOT CHASE +8.0%
Stronger EBIT and free cash flow guidance support the outlook, but much of the upside appears priced in after today’s rally. Consider waiting for a pullback or a period of price stability.
NYSE: GRMN
WAIT AFTER +16.0%
Revenue, earnings, and full-year outlook all beat expectations. However, the initial stock move is too sharp for a cautious new position.
NASDAQ: SOFI
WAIT FOR A BASE
Adjusted revenue rose 40%, while the technology platform declined 23%. The annual EPS forecast remains around $0.60, and the stock’s 10.8% slide highlights the need for stabilization.
7.6 / 10
High. Robust earnings are providing support, though the Fed’s decision and two sharp post-earnings selloffs could increase intraday volatility.
Broad U.S. equity benchmarks have declined by 0.6% to 1.4%. Shares of Bunge and Vertiv are also lower, even after both companies raised their full-year outlooks, underlining that positive forecasts don’t always prompt a stock rally. Investors are advised to place orders below current levels and scale back positions ahead of the Fed announcement.