The AI‑based equity strategy, launched in November 2023, has generated a total return of 196.56%, outperforming the S&P 500 by 115.40% over the same period. Earlier notable picks include Nucor (+61.04%), Consensus Cloud Solutions (+70.08%), Everforth (+76.08%), Super Micro Computer (+185%) and AppLovin (+157%).
Recent energy picks show similar momentum. Delek US Energy rose 29.4% in the past month and is up roughly 101.75% since being added to the model. HF Sinclair gained 33.9% month‑to‑date and is up 53.91% since selection. SM Energy advanced 31.5% over the last month, with a 47.62% increase since being chosen in July. CVR Energy posted a 48.5% rise in the same period.
SM Energy reported second‑quarter revenue of $2.50 billion, a 215% year‑over‑year increase, and earnings per share of $2.19, beating consensus estimates of $1.96. The company recorded a quarterly production of 40 million barrels of oil equivalent and raised its second‑half production guidance to as much as 440 MBoe/D. Net debt was reduced by $1.1 billion, including full redemption of its 2027 senior notes. Analysts note a fair‑value upside of 22.4%, implying a target price near $81. The stock trades at roughly 11 times earnings with a near‑zero PEG ratio and offers a dividend yield of about 2.9%.
Additional metrics for SM Energy include Q1 EPS of $0.69, surpassing forecasts of $0.07 by nearly 900%, and a 112% year‑over‑year rise in adjusted EBITDA. The renewables segment swung from a $17 million loss to a $133 million profit, driven by EPA biofuel mandates that lifted RIN credit prices by more than 80%. Full‑year EPS guidance stands at $5.64.
The AI engine evaluates thousands of global equities using more than 15 years of financial data across over 150 quantitative models, selecting up to 20 high‑conviction stocks per strategy. Fair‑value assessments draw on 17 institutional‑grade valuation models.
