TS2 TECH • DAILY MODEL PORTFOLIO
Stocks to Buy Today
Here are five U.S.-listed stocks to watch on Thursday, August 6, as of 7:50 a.m. ET ahead of the opening bell. The selection favors companies with recent earnings results, strong cash flow, and supportive forecasts. Stocks with significant overnight price movements receive lower entry scores.
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’s session saw a market rotation, with the Dow climbing as the Nasdaq slipped on weakness in chip and storage stocks. Long-term yields stayed elevated, Brent crude hovered near $80, and attention remains on Friday’s payroll report as rate concerns persist.
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 stands significantly higher than previous analyst estimates. Premarket trading shows only a slight uptick, keeping the stock near its guided value and potentially attractive for entry.
Shares closed Wednesday at $518.03 and were indicated around $525 in premarket trading. The stock carries a consensus Buy rating, with an average price target of $644 and a target range of $510 to $800, implying potential upside of 22.7%.
For fiscal 2026, revenue is projected at $9.57 billion, up 10.9%. Adjusted EPS is expected to reach $29.83, an increase of 12.7%. EBITDA is forecast at $1.17 billion, rising 21.4%, while free cash flow is set to climb 66.2% to $735.4 million. Total awards are anticipated at $10.2 billion.
For fiscal 2027, the company projects revenue between $10.65 billion and $10.85 billion, with adjusted EPS ranging from $32.96 to $33.86. Free cash flow is expected to be at least $900 million. The guidance midpoint of $525 implies a multiple of 15.7 times.
Initial tranche between $510 and $525; consider adding at $490 to $500; avoid buying above $535
The earnings call is set for 8:00 a.m. ET. Organic growth remains within the FY2027 target range, with updates on federal award timing and the company aiming to deliver on its $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 full-year earnings guidance and secured 920 megawatts in long-term power contracts. Regulatory progress brought the Crane nuclear restart a step closer to its planned 2027 return. While fundamentals have strengthened, a roughly 5% premarket move suggests using limit orders.
Shares closed Wednesday at $265.12 and were indicated at $277.25 in premarket trading, up 4.58%. The stock carries an Overweight consensus rating with an average price target of $352.90, ranging from $296 to $441, suggesting an implied upside of 27.3%.
Second-quarter operating revenue reached $7.50 billion. GAAP earnings per share were $1.42, while adjusted operating EPS rose to $2.55 from $1.91. The company signed 920 megawatts of new power purchase agreements lasting 15 to 20 years, and reported a nuclear capacity factor of 93.0%.
The company has raised 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. The Crane restart is now slated for 2027, and the Brazos Valley sale is anticipated to close by year-end.
Initial tranche: $270–$279. Consider adding at $255–$263. Avoid buying above $285.
Topics include the 10:00 a.m. ET call, financial details of the new PPAs, 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. Robust cash flow, aircraft sales, and share buybacks are all boosting per-share value. Management’s annual guidance does not include potential second-half gains from sales, providing a cautious outlook.
Shares closed Wednesday at $155.13 and traded at $155.97 after hours. The stock carries a consensus Strong Buy rating, with an average price target of $179.30 and a target range between $165 and $190, suggesting a 15.0% potential upside.
Revenue and other income rose 15% to $2.17 billion. Adjusted net income was $811 million, with adjusted earnings per share at $5.14. Operating cash flow totaled $1.5 billion, and the company repurchased $691 million of shares in the second quarter.
The 2026 adjusted EPS guidance stands at roughly $16.80, with an adjusted return on equity of 18%. Book value per share is reported at $119.21. The adjusted debt-to-equity ratio is 2.05×, and the company is guiding for 9.3× earnings.
Initial tranche: $152–$157. Add between $145–$149. Avoid buying above $160.
Lease yields, airline credit quality, aircraft sale margins, and ongoing share repurchases 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 sales, earnings, and backlog for the second quarter, and raised its annual outlook. Demand is strong across radios, video, and command center software. Shares rose 5% overnight, and a one-time tariff refund contributed, but the stock remains outside the top three performers.
Shares closed Wednesday at $438.14 and moved to $462.02 in after-hours trading, up 5.45%. The stock holds a consensus Buy rating, with an average price target of $519.40 and a target range between $470 and $550, suggesting an implied upside of 12.4%.
Sales rose 13% to $3.13 billion. Adjusted EPS climbed 24% to $4.41. Free cash flow reached $414 million, up from $224 million. The company ended the quarter with a backlog of $15.6 billion, an 11% increase. Share repurchases in the second quarter totaled $326 million.
The company forecasts 2026 revenue at approximately $12.975 billion, with adjusted EPS between $17.62 and $17.72. Third-quarter revenue is expected to grow around 8%, and adjusted EPS is projected between $4.39 and $4.44. The guidance midpoint values the company at 26.1 times earnings.
Initial buy range: $448–$462; consider adding at $430–$440; avoid purchases above $468
Organic order growth, margins excluding the tariff refund, rising 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 now extends to its entertainment business, theme parks, and free cash flow. Shares remain below their 52-week high, even after a significant jump in earnings. Sports profits continue to decline, and the segment’s reduced weighting highlights the uneven performance across divisions.
Shares closed Wednesday at $101.76 and traded at $102.28 in premarket, up 0.51%. Analysts rate the stock Buy on average, with a consensus price target of $127.00—implying a 24.2% upside. Targets range from $88 to $144.
Revenue rose 7% to $25.25 billion. Adjusted EPS increased 28% to $2.06. Segment operating income climbed 21% to $5.56 billion. Operating cash flow grew 33% to $4.87 billion, while free cash flow jumped 63% to $3.07 billion.
Adjusted EPS for FY2026 is projected to grow by around 16%, factoring in the 53rd week, with planned share buybacks totaling at least $9 billion. The company also expects double-digit adjusted EPS growth in FY2027. Shares currently trade at 14.9 times FY2026 consensus EPS.
Initial buy at $99–$103, add more at $94–$97, but avoid chasing above $106
Key factors include domestic park demand, sports rights expenses, streaming profitability, content performance, and execution of the share repurchase 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 early trading volume, and analyst price targets may change following the latest reports. Price targets reflect estimates, not assured returns.
23%
22%
20%
19%
16%
Results and updated estimates
Cash Flow and Balance Sheet
Valuation compared to projections
Entry quality following the recent move
Short-term event risk
Use limit orders and build each position in three tranches.
Review CACI following its 08:00 ET call, then assess the full list after the 08:30 ET data release. Constellation reports earnings 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 jumped more than 13% premarket, erasing the earlier discount ahead of the open.
NYSE: HWM
EXCELLENT QUARTER, FULL VALUATION
Revenue increased 24% and adjusted EPS climbed 46%. However, the premarket share price is trading at nearly 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. Ongoing policy risk and fluctuations in medical costs continue to warrant caution.
6.7 / 10
Risk remains moderately elevated. CEG and MSI face overnight gaps, and two earnings calls along with the 08:30 data release could shift opening prices. CACI and AerCap help lower valuation risk, while Disney brings added sector diversification.
Nasdaq futures lag behind Dow futures, with the 10-year yield at 4.635%. Friday’s payroll report could impact both rates and equity valuations. Oil trading near $80 heightens inflation concerns. Even strong companies can disappoint at the open.