Stocks to Buy Today
Five U.S.-listed ideas for Monday’s opening plan, ranked after Friday’s close. The mix favors confirmed earnings momentum, rising estimates and entry prices that still leave a measurable valuation cushion.
CONSTRUCTIVE • SELECTIVE
Market snapshot
14 AUG 2026 CLOSE
Read-through: large-cap indexes eased from records while small caps advanced, but the soft July retail-sales print and a 4.69% ten-year yield keep duration risk in focus.
Next catalysts: U.S. housing data, Federal Reserve minutes and results from major retailers including Walmart, Home Depot and Target.
AerCap Holdings
NYSE: AER
Aircraft scarcity, strong lease economics and aggressive buybacks support earnings and book-value compounding. Friday’s 2.19% gain confirms demand without exhausting the valuation case.
Price and analyst forecast
$152.45 Friday close; average target $179.30, implying 17.6% upside.
Latest confirmed results
Q2 adjusted net income was $811 million and adjusted EPS was $5.14; adjusted ROE reached 18%.
Forecast and valuation
2026 consensus EPS of $18.72 places the shares at 8.1× forward earnings; the estimate was $17.28 one month earlier.
Model entry
Build between $149–$153; first tranche near Friday’s close, second only on a controlled pullback.
Next check
Q3 report currently expected 4 November; watch lease yields, asset-sale margins and repurchase pace.
Uber Technologies
NYSE: UBER
The core mobility and delivery platform is scaling faster than the market’s autonomous-vehicle discount implies. Cash generation provides room to fund partnerships while preserving strategic flexibility.
Price and analyst forecast
$75.95 Friday close; average target $102.52, implying 35.0% upside.
Latest confirmed results
Q2 gross bookings were $58.02 billion, adjusted EBITDA $2.82 billion and free cash flow $2.79 billion.
Forecast and valuation
2027 consensus EPS is $4.44, equal to 17.1× forward earnings; Q3 EPS guidance is $0.84–$0.88.
Model entry
Accumulate at $74–$76.50; do not chase a Monday gap above $78.
Next check
Q3 report currently expected 29 October; track booking growth, AV investment and delivery margins.
Taiwan Semiconductor Manufacturing
NYSE: TSM
Advanced-node demand and packaging constraints keep TSMC at the center of AI infrastructure spending. Estimate revisions remain positive even after a strong year-to-date advance.
Price and analyst forecast
$426.35 Friday close; average target $545.45, implying 27.9% upside.
Latest confirmed results
Q2 revenue was $40.20 billion, gross margin 67.7% and operating margin 60.3%.
Forecast and valuation
2027 consensus EPS of $21.74 implies 19.6×; the estimate rose from $20.47 one month ago.
Model entry
Use $416–$426; split the order because the ADR remains sensitive to rates and semiconductor positioning.
Next check
Q3 report currently expected 15 October; verify gross-margin guidance and advanced-packaging capacity.
dLocal
NASDAQ: DLO
Cross-border payment volume is expanding rapidly and earnings estimates are improving. Friday’s 4% decline offers a better entry, though the short-interest and governance discount warrant a smaller weight.
Price and analyst forecast
$14.17 Friday close; average target $18.35, implying 29.5% upside.
Latest confirmed results
Q2 total payment volume reached $17.7 billion, revenue $399.7 million and adjusted free cash flow $68.5 million.
Forecast and valuation
2026 consensus EPS of $0.83 equals 17.1×; Q3 consensus EPS rose to $0.22 from $0.19 one month ago.
Model entry
Limit orders at $13.80–$14.40; keep the first tranche small after Friday’s elevated-volume selloff.
Next check
Q3 report currently expected 18 November; focus on gross profit, take rate and cash conversion.
Tapestry
NYSE: TPR
Coach momentum, China growth and a raised dividend survive the post-results repricing. The sharper discount improves risk-reward, but execution at Kate Spade remains the reason for the smallest weight.
Price and analyst forecast
$128.98 Friday close; average target $172.61, implying 33.8% upside.
Latest confirmed results
Fiscal Q4 revenue was $1.88 billion, adjusted EPS $1.32, Coach sales rose 14% and China rose 28%.
Forecast and valuation
Fiscal 2027 consensus EPS of $7.94 implies 16.2×; management guided revenue to $8.4–$8.5 billion.
Model entry
Use $124–$130; buy in two tranches and require stabilization above Friday’s $126.14 intraday low.
Next check
Fiscal Q1 report currently expected 5 November; monitor Coach, Kate Spade and gross-margin durability.
Forecast and valuation comparison
| Ticker | Price | Forecast | Fwd P/E | Avg target | Upside | Entry |
|---|---|---|---|---|---|---|
| AER | $152.45 | 2026 EPS $18.72 | 8.1× | $179.30 | 17.6% | $149–153 |
| UBER | $75.95 | 2027 EPS $4.44 | 17.1× | $102.52 | 35.0% | $74–76.50 |
| TSM | $426.35 | 2027 EPS $21.74 | 19.6× | $545.45 | 27.9% | $416–426 |
| DLO | $14.17 | 2026 EPS $0.83 | 17.1× | $18.35 | 29.5% | $13.80–14.40 |
| TPR | $128.98 | FY27 EPS $7.94 | 16.2× | $172.61 | 33.8% | $124–130 |
Prices are Friday regular-session closes. Consensus estimates and targets can lag new company guidance, may be refreshed at different times and are not guarantees; upside is recalculated from the listed close.
Portfolio structure
How the model ranks today’s list
- 35%Results and estimate revisions
- 25%Cash flow and balance sheet
- 20%Valuation against forecast
- 15%Entry quality after the move
- 5%Near-term event risk
Entry rule
U.S. cash markets are closed. Stage limit orders before Monday’s open, deploy no more than one-third of each intended position in the first 30 minutes, and add only if the stock remains inside its entry range. Cancel rather than chase gaps above the range; keep the final tranche for reactions to next week’s housing data, Fed minutes and retailer earnings.
Good reports, weaker entries today
Applied Materials delivered 25% revenue growth and an earnings beat, but Friday’s 5.1% decline followed a valuation that already reflected much of the upside. Wait for estimate revisions to settle.
Birkenstock’s report produced a double-digit Thursday jump. The operating story improved, but the entry now depends on a pullback or several sessions of consolidation.
Applied Industrial Technologies remains a high-quality industrial compounder, yet its mid-30s forward earnings multiple leaves less room for execution slippage than today’s five selections.
Portfolio heat
6.8/10
Moderate-high growth exposure is balanced by AerCap’s low multiple and Tapestry’s post-earnings reset. Rates and geopolitical risk keep the score below aggressive.
Low volatility is not low risk
The VIX ended at 14.25 while the ten-year yield held near 4.69%. A rate shock, oil escalation or weak retailer guidance could quickly widen opening gaps. Use limits and preserve the final tranche.