Global Confluence
Names ranked by how many of the three scoring modes agree (BUY/WATCH), then by global score. Triple-confirmed with Stage 3 = the highest-conviction perfect-entry-zone setups.
Triple-confirmation — all 3 modes agree(2)
| # | Ticker | Company | Conf. | Global | Oversold | Accel. | Quality | Stage | Why (signals firing) | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac | 3/3 | 94.4 | 71.0WATCH | 74.4WATCH | 68.8WATCH | 👀 Early bottoming1/8·18w | Revenue growth accelerating: latest 15.9% vs prior-3yr avg 9.3%. FCF growth accelerating 7.3% above trend. Operating margin expanding 429 bps YoY. ROIC expanding 16.4% above 3yr avg. Net margin expanding 4.3% above 3yr avg. P/E 22.3x (reasonable for the growth rate). Quality: ROIC 71.4%, gross margin 82.2%, 5yr rev CAGR 10.9%. ↻ Up-day volume 1.7x down-day volume over last 10 days (accumulation) | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
| 2 | INTU | Intuit | 3/3 | 85.0 | 65.0WATCH | 62.4WATCH | 60.8WATCH | 👀 Early bottoming2/8·28w | FCF yield 6.8%. Down 51.7% from 52w high. Trading 11.6% below 200DMA. Death cross active. Quality: ROIC 19.2%, gross margin 79.6%, 5yr rev CAGR 18.2%. Analyst target +25.1% above current price. ↻ Above 50DMA today after 25 of last 60 days below it · Up-day volume 2.8x down-day volume over last 10 days (accumulation) | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
Double-confirmation — 2 of 3 modes(3)
| # | Ticker | Company | Conf. | Global | Oversold | Accel. | Quality | Stage | Why (signals firing) | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 3 | MU | Micron Technology | 2/3 | 86.3 | 75.5WATCH | 76.3BUY | 49.1SKIP | 📉 Correction0/8·0w | Revenue growth accelerating: latest 256.3% vs prior-3yr avg 20.3%. FCF growth accelerating 257.7% above trend. Operating margin expanding 4845 bps YoY. ROIC expanding 67.1% above 3yr avg. Net margin expanding 67.7% above 3yr avg. P/E 11.8x (reasonable for the growth rate). Quality: ROIC 69.2%, gross margin 80.7%, 5yr rev CAGR 44.3%. | Real drawdown but no reversal confirmation. Wait for technical signals. |
| 4 | MSFT | Microsoft | 2/3 | 77.2 | 49.2SKIP | 67.2WATCH | 63.5WATCH | 🚀 At highs2/8·24w | Revenue growth accelerating: latest 300.4% vs prior-3yr avg -13.3%. FCF growth accelerating 1070.3% above trend. ROIC expanding 2.5% above 3yr avg. Net margin expanding 3.5% above 3yr avg. P/E 29.5x (reasonable for the growth rate). Quality: ROIC 32.2%, gross margin 67.9%, 5yr rev CAGR 11.9%. ↻ Up-day volume 2.2x down-day volume over last 10 days (accumulation) · Earnings in 12 days (catalyst window) | Within 5% of 52w high. Not a discount entry. Wait for pullback. |
| 5 | GEN | Gen Digital | 2/3 | 73.8 | 63.8WATCH | 63.5WATCH | 43.9SKIP | 👀 Early bottoming2/8·24w | FCF yield 10.7%. Down 23.1% from 52w high. Quality: ROIC 19.9%, gross margin 78.5%, 5yr rev CAGR 15.6%. Analyst target +33.8% above current price. ↻ Up-day volume 1.9x down-day volume over last 10 days (accumulation) · Earnings in 12 days (catalyst window) | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
Single-mode candidates (top 20)(9)
| # | Ticker | Company | Conf. | Global | Oversold | Accel. | Quality | Stage | Why (signals firing) | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| 6 | LLY | Eli Lilly | 1/3 | 73.7 | 49.9SKIP | 73.7WATCH | 50.5SKIP | 🚀 At highs3/8·34w | Revenue growth accelerating: latest 44.7% vs prior-3yr avg 17.4%. FCF growth accelerating 68.4% above trend. Operating margin expanding 773 bps YoY. ROIC expanding 11.4% above 3yr avg. Net margin expanding 11.4% above 3yr avg. Quality: ROIC 43.0%, gross margin 83.0%, 5yr rev CAGR 23.2%. ↻ Above 50DMA today after 28 of last 60 days below it · Up-day volume 3.7x down-day volume over last 10 days (accumulation) · Earnings in 12 days (catalyst window) | Within 5% of 52w high. Not a discount entry. Wait for pullback. |
| 7 | COST | Costco | 1/3 | 72.3 | 55.7SKIP | 72.3WATCH | 40.5SKIP | 📈 Strong uptrend3/8·36w | Revenue growth accelerating: latest 759.7% vs prior-3yr avg 10.3%. FCF growth accelerating 698.4% above trend. Operating margin expanding 4794 bps YoY. ROIC expanding 288.0% above 3yr avg. Net margin expanding 16.2% above 3yr avg. Quality: ROIC 950.2%, gross margin 56.4%, 5yr rev CAGR 25.8%. ↻ Above 50DMA today after 41 of last 60 days below it · 5 consecutive higher daily lows · Up-day volume 2.5x down-day volume over last 10 days (accumulation) | In an established uptrend, mild pullback only. Wait for deeper discount or breakout. |
| 8 | AVGO | Broadcom | 1/3 | 67.4 | 67.4WATCH | 51.9SKIP | 32.3SKIP | 👀 Early bottoming1/8·20w | Down 31.7% from 52w high. Trading 10.5% below 200DMA. Death cross active. Quality: ROIC 17.8%, gross margin 67.8%, 5yr rev CAGR 23.5%. Analyst target +60.5% above current price. ↻ Bullish RSI divergence: price -2.9% to new low but RSI 32→35 (momentum improving) | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
| 9 | ADP | Automatic Data Processing | 1/3 | 65.7 | 37.3SKIP | 51.2SKIP | 65.7WATCH | 🚀 At highs3/8·28w | Elite: ROIC 238.4%, gross margin 73.2%, op margin 59.7%. P/E 26.4x — fair zone (not deep value, not bubble). FCF yield 4.8%. Dividend yield 2.4%. 5yr rev CAGR 27.7%. ↻ 5 consecutive higher daily lows · 1 upgrade vs 0 downgrades in last 30 days (net +1) · Earnings in 11 days (catalyst window) | Within 5% of 52w high. Not a discount entry. Wait for pullback. |
| 10 | NVDA | NVIDIA | 1/3 | 65.1 | 50.5SKIP | 26.8SKIP | 65.1WATCH | ⚠️ Pullback0/8·0w | Elite: ROIC 62.9%, gross margin 75.0%, op margin 66.2%. P/E 27.1x — fair zone (not deep value, not bubble). PEG 0.27. Low leverage: D/E 0.17. 5yr rev CAGR 12.1%. | Healthy pullback in an established uptrend. Watch for support. |
| 11 | BA | Boeing | 1/3 | 64.4 | 64.4WATCH | 37.0SKIP | 39.1SKIP | 👀 Early bottoming1/8·6w | Down 24.6% from 52w high. Trading 13.3% below 200DMA. Death cross active. Quality: ROIC 220.5%, gross margin 52.4%, 5yr rev CAGR 30.2%. Analyst target +40.5% above current price. ↻ Earnings in 10 days (catalyst window) | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
| 12 | APO | Apollo Global Management | 1/3 | 63.4 | 63.4WATCH | 32.0SKIP | 34.8SKIP | 👀 Early bottoming1/8·6w | FCF yield 11.1%. RSI 30 (oversold). Down 26.8% from 52w high. Trading 10.5% below 200DMA. Quality: ROIC 23.4%, gross margin 95.5%, 5yr rev CAGR 52.3%. Analyst target +34.9% above current price. ↻ Golden cross: 50DMA crossed above 200DMA within last 30 days | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
| 13 | KLAC | KLA Corp | 1/3 | 61.5 | 61.5WATCH | 53.0SKIP | 52.3SKIP | 👀 Early bottoming1/8·6w | Down 91.8% from 52w high. Trading 82.2% below 200DMA. Death cross active. Quality: ROIC 46.3%, gross margin 61.3%, 5yr rev CAGR 10.2%. Analyst target +40.4% above current price. ↻ Earnings in 12 days (catalyst window) | Some reversal signals firing on a meaningful drawdown. Watch for confirmation. |
| 14 | DXCM | Dexcom | 1/3 | 59.4 | 45.4SKIP | 59.4WATCH | 43.5SKIP | 📈 Strong uptrend1/8·6w | FCF growth accelerating 13.8% above trend. Operating margin expanding 468 bps YoY. ROIC expanding 10.8% above 3yr avg. Net margin expanding 4.3% above 3yr avg. P/E 34.1x (reasonable for the growth rate). Quality: ROIC 22.8%, gross margin 60.1%, 5yr rev CAGR 17.5%. ↻ Earnings in 13 days (catalyst window) | In an established uptrend, mild pullback only. Wait for deeper discount or breakout. |