TS2 TECH • DAILY MODEL PORTFOLIO
Stocks to Buy Today
Here are five U.S.-listed stocks to watch on Thursday, August 6, ranked at 7:50 a.m. ET ahead of the market open. The selection favors companies with recent earnings updates, strong cash generation, and solid forecasts. Large overnight price moves lower the entry score.
Selective • buy evidence, not opening gaps
7,723.55 • -0.17%
26,363.44 • -0.83%
54,349.12 • +0.49%
4.635%
S&P +0.14% • Nasdaq -0.4%
Claims & productivity • 08:30 ET
Wednesday saw a rotation in markets instead of a widespread decline. The Dow gained ground while the Nasdaq slipped, led lower by chip and storage stocks. Long-term yields stayed elevated, Brent crude hovered near $80, and investors remained focused on rate risks ahead of Friday’s payroll data.
23% weight
CACI International
NYSE: CACI
95 / 100
CACI ended fiscal 2026 with double-digit revenue growth and a 66% jump in free cash flow. The updated profit outlook is significantly higher than previous analyst estimates. Premarket gains remain modest, keeping the stock close to its guided valuation and offering an attractive entry point.
Shares closed Wednesday at $518.03 and were quoted around $525 in premarket trading. Analysts rate the stock a Buy, with an average price target of $644 and estimates ranging from $510 to $800, suggesting an implied upside of 22.7%.
For fiscal 2026, revenue is projected at $9.57 billion, up 10.9%. Adjusted EPS is expected at $29.83, an increase of 12.7%. EBITDA is forecast to reach $1.17 billion, rising 21.4%, while free cash flow is set to climb 66.2% to $735.4 million. Awards are estimated at $10.2 billion.
For fiscal 2027, the company projects revenue between $10.65 billion and $10.85 billion, with adjusted earnings per share ranging from $32.96 to $33.86. Free cash flow is expected to be at least $900 million. The guidance midpoint implies a 15.7× multiple at $525.
Buy first tranche at $510–$525; add more at $490–$500; avoid buying above $535
The earnings call is set for 08:00 ET. Organic growth remains within the FY2027 target range, and attention is on the timing of federal awards and meeting the $900 million cash-flow floor.
ARKA integration and acquisition financing also lift execution and interest-cost risk.
22% weight
Constellation Energy
NASDAQ: CEG
93 / 100
Constellation increased its annual earnings guidance and secured 920 megawatts through new long-term power agreements. Regulatory developments advanced the Crane nuclear restart toward a 2027 timeline. While the outlook has strengthened, a nearly 5% premarket gap suggests using limit orders.
Shares closed Wednesday at $265.12 and traded at $277.25 in premarket, up 4.58%. Analysts rate the stock Overweight, with an average price target of $352.90 and estimates ranging from $296 to $441, suggesting a potential upside of 27.3%.
Second-quarter operating revenue reached $7.50 billion. GAAP earnings per share were $1.42, while adjusted operating EPS came in at $2.55, up from $1.91. The company secured 920 MW of new power purchase agreements lasting 15 to 20 years and reported a nuclear capacity factor of 93.0%.
The company has increased its 2026 adjusted operating EPS guidance to a range of $11.50 to $12.50, with the midpoint implying a 23.1× multiple at $277.25. Management aims to restart the crane project in 2027, and expects the Brazos Valley sale to close by year-end.
Initial tranche: $270–$279. Consider adding at $255–$263. Avoid buying above $285.
Topics include the 10:00 ET call, the economics of the new PPAs, progress on Calpine integration, nuclear outage performance, and outstanding Crane approvals.
earnings quickly. Calpine integration raises capital and balance-sheet demands.
20% weight
AerCap
NYSE: AER
91 / 100
AerCap trades at the group’s lowest earnings multiple. Strong cash flow, aircraft sales, and ongoing buybacks are boosting per-share value. Management’s annual outlook does not factor in potential second-half gains from sales, resulting in a cautious guidance baseline.
Shares closed Wednesday at $155.13 and edged up to $155.97 in after-hours trading. The consensus rating is Strong Buy, with an average price target of $179.30 and forecasts ranging from $165 to $190, implying a 15.0% potential upside.
Revenue and other income rose 15% to $2.17bn. Adjusted net income was $811m, with adjusted EPS at $5.14. Operating cash flow totaled $1.5bn, and Q2 share repurchases reached $691m.
The 2026 adjusted EPS is projected at roughly $16.80, with an adjusted return on equity of 18%. Book value stands at $119.21 per share, while adjusted debt-to-equity is 2.05×. The company is trading at 9.3× its guided earnings.
Initial purchase recommended between $152 and $157; consider adding if shares fall to $145–$149; avoid buying above $160.
Lease yields, the credit quality of airlines, margins on aircraft sales, and ongoing share buybacks at prices below the model’s intrinsic value estimate.
weaken returns. Gains on asset sales also vary from quarter to quarter.
19% weight
Motorola Solutions
NYSE: MSI
89 / 100
Motorola reported record second-quarter sales, earnings, and backlog, and raised its full-year outlook. Demand remains strong across radios, video, and command center software. Shares rose 5% overnight, and a one-time tariff refund was recorded, but the stock still trails the top three performers.
Shares closed Wednesday at $438.14 and rose to $462.02 after hours, up 5.45%. The stock carries a consensus Buy rating, with an average price target of $519.40 and a target range of $470 to $550, suggesting a potential upside of 12.4%.
Sales rose 13% to $3.13 billion. Adjusted EPS increased 24% to $4.41. Free cash flow reached $414 million, up from $224 million. The company ended the quarter with an $15.6 billion backlog, up 11%. Share repurchases totaled $326 million in Q2.
For 2026, the company forecasts revenue of approximately $12.975 billion and adjusted EPS between $17.62 and $17.72. Third-quarter revenue is expected to grow about 8%, with adjusted EPS projected in the range of $4.39 to $4.44. The guidance midpoint implies a 26.1× multiple.
Initial allocation: $448–$462. Consider adding between $430 and $440. Avoid buying above $468.
Key factors include organic order growth, margins excluding the tariff refund, increased memory costs, inventory levels, and progress on integrating the planned $1.5 billion D-Fend acquisition.
share. Memory inflation, elevated inventory and acquisition leverage may limit upside.
16% weight
Walt Disney
NYSE: DIS
87 / 100
Disney’s rebound extends across its entertainment division, parks, and free cash flow. Despite strong earnings growth, the stock trades below its 52-week high. Sports segment profits continue to decline, resulting in a reduced weighting and highlighting the company’s uneven business mix.
Shares closed Wednesday at $101.76 and were indicated at $102.28 in premarket trading, up 0.51%. The consensus rating is Buy, with an average price target of $127.00 and a target range of $88 to $144, implying potential upside of 24.2%.
Revenue rose 7% to $25.25 billion. Adjusted EPS climbed 28% to $2.06. Segment operating income increased 21% to $5.56 billion. Operating cash flow was up 33% to $4.87 billion, while free cash flow jumped 63% to $3.07 billion.
Adjusted EPS is projected to grow by roughly 16% in FY2026, factoring in the 53rd week. The company plans to repurchase at least $9 billion in stock. For FY2027, adjusted EPS is expected to increase at a double-digit rate. Shares currently trade at 14.9 times FY2026 consensus EPS.
Initiate positions at $99–$103, consider adding at $94–$97, and avoid buying above $106.
Key factors include domestic park demand, expenses for sports rights, streaming profit margins, content performance, and progress on the share buyback program.
demand or softer international park traffic could offset gains elsewhere.
| Ticker | Price | Forecast | Fwd P/E | Avg target | Upside | Entry |
|---|---|---|---|---|---|---|
| CACI | $525.00 PM | FY2027 guide midpoint $33.41 | 15.7× | $644.00 | +22.7% | $510–$525 |
| CEG | $277.25 PM | 2026 guide midpoint $12.00 | 23.1× | $352.90 | +27.3% | $270–$279 |
| AER | $155.97 AH | 2026 guide $16.80 | 9.3× | $179.30 | +15.0% | $152–$157 |
| MSI | $462.02 AH | 2026 guide midpoint $17.67 | 26.1× | $519.40 | +12.4% | $448–$462 |
| DIS | $102.28 PM | FY2026 consensus $6.85 | 14.9× | $127.00 | +24.2% | $99–$103 |
Premarket and after-hours quotes serve as reference points and do not guarantee opening prices. CACI and Constellation saw limited trading in early activity. Analyst price targets may be updated following the latest reports; these targets are projections and not assured returns.
23%
22%
20%
19%
16%
Earnings results and updated forecasts
Cash Flow and Balance Sheet
Valuation relative to projections
Entry quality following the move
Short-term event risk
Use limit orders and build each position in three tranches.
Review CACI following its 08:00 ET call, and assess the full list after the 08:30 ET data release. Constellation’s earnings call starts at 10:00 ET. Avoid market orders if opening gaps in CEG or MSI exceed the specified ranges.
NYSE: PAYC
DO NOT CHASE A DOUBLE-DIGIT GAP
Revenue climbed 9.8%, with adjusted EPS at $2.78 and the company raising its full-year outlook. Shares surged more than 13% in premarket trading, erasing the previous discount ahead of the opening bell.
NYSE: HWM
EXCELLENT QUARTER, FULL VALUATION
Revenue rose 24% and adjusted EPS increased 46%, but shares are trading premarket at about 57 times the midpoint of this year’s guidance.
NYSE: OSCR
WAIT FOR PRICE DISCOVERY
Annual earnings guidance increased to $500 million–$700 million, with shares climbing roughly 9% in premarket trading. However, policy uncertainty and medical cost swings warrant continued caution.
6.7 / 10
Risk is moderately elevated, with CEG and MSI showing overnight gaps. Two earnings calls and 8:30 economic data could shift opening prices. CACI and AerCap help limit valuation risk, while Disney brings sector balance.
Nasdaq futures are underperforming Dow futures, with the 10-year Treasury yield at 4.635%. Friday’s payroll report could impact both interest rates and equity valuations. Oil prices hovering around $80 raise inflation concerns. Even fundamentally strong companies might not guarantee a favorable opening trade.