Week of September 28 to October 2, 2026
The week favored growth over rate-sensitive stocks. September payrolls rose just 29,000 against 90,000 expected (Yahoo Finance), which eased fears of more Fed hikes and supported AI hardware and chip stocks. Long-term yields stayed near multiyear highs, though. That kept pressure on mortgage REITs, payment processors and housing-linked names, after a bond-market liquidation that had already hit rate-sensitive stocks (CNBC).
How to read the tables: large caps are US-listed stocks worth $10B or more, and every stock here closed under $100 on both September 25 and October 2. The weekly change runs from the September 25 close to the October 2 close, and YTD runs from the December 31, 2025 close. "Avg. target" is the average of the most recent analyst price targets, and "Upside" is the distance from the October 2 close to that average.
| Ticker | Close | Week | YTD | Avg. target | Upside | Call |
| $10.29 | +21.92% | +419.7% | $13.50 | +31.2% | SELL | |
| $47.10 | +15.78% | +164.3% | $57.00 | +21.0% | BUY | |
| $25.76 | +15.78% | -15.7% | $33.33 | +29.4% | BUY | |
| $64.97 | +10.76% | +80.6% | $71.67 | +10.3% | SELL | |
| $69.33 | +10.15% | +188.6% | $79.67 | +14.9% | BUY | |
| $58.79 | +10.09% | +76.4% | $65.50 | +11.4% | SELL | |
| $84.89 | +9.96% | +56.8% | $108.00 | +27.2% | BUY | |
| $93.50 | +9.09% | +473.3% | $85.00 | -9.1% | SELL | |
| $41.12 | +8.32% | +16.0% | $50.50 | +22.8% | BUY | |
| $16.76 | +7.37% | -4.2% | $31.50 | +87.9% | BUY |
IBRX (ImmunityBio) — SELL. 1-month forecast: DOWN. Up 419.7% YTD, ImmunityBio surged on heavy volume with no new company announcement (Perplexity Finance), and its most recent analyst targets date back to May and June, so take profits.
VIAV (Viavi Solutions) — BUY. 1-month forecast: UP. An 11-day winning streak (Trefis) still leaves Viavi below its 52-week high of $60.43, and Rosenblatt's $70 Buy target anchors an average of $57.00 (+21.0%).
CCL (Carnival) — BUY. 1-month forecast: UP. Carnival raised its annual profit forecast and pointed to record 2027 bookings (Reuters), yet it is still down 15.7% YTD, with +29.4% to its $33.33 average target.
CGNX (Cognex) — SELL. 1-month forecast: DOWN. Cognex is up 80.6% YTD, and valuation now looks stretched (Yahoo Finance), with only +10.3% to its $71.67 average target and two of three recent analysts at Neutral.
HPE (Hewlett Packard Enterprise) — BUY. 1-month forecast: UP. HPE closed at a record high on growing networking orders and a $1.2 billion AMD Helios order (Yahoo Finance), and Daiwa upgraded it while Citigroup raised its target to $92.
VIRT (Virtu Financial) — SELL. 1-month forecast: DOWN. The market maker's bounce leaves only +11.4% to its $65.50 average target, and JP Morgan's Neutral rating and stale July targets offer little fresh support.
ON (ON Semiconductor) — BUY. 1-month forecast: UP. ON jumped on Synaptics deal news (Yahoo Finance) and confirmed a bullish chart breakout (The Cryptonomist), and Wells Fargo lifted its target to $100 the same day, putting the average at $108.00 (+27.2%).
TXG (10x Genomics) — SELL. 1-month forecast: DOWN. Up 473.3% YTD, 10x Genomics now trades above its $85.00 average target (-9.1%), and both recent analysts rate it only Market Perform or Neutral.
IOT (Samsara) — BUY. 1-month forecast: UP. Bullish analyst commentary lifted Samsara (MarketBeat), and BNP Paribas's $55 Outperform target supports an average of $50.50 (+22.8%) for the connected-operations software leader.
SMMT (Summit Therapeutics) — BUY. 1-month forecast: UP. AstraZeneca's $2 billion strategic investment (Yahoo Finance) validates Summit's cancer drug, and Citigroup's $43 target helps put the average at $31.50 (+87.9%).
| Ticker | Close | Week | YTD | Avg. target | Upside | Call |
| $18.50 | -10.24% | -17.3% | $24.00 | +29.7% | SELL | |
| $74.81 | -10.12% | -65.2% | $114.50 | +53.1% | SELL | |
| $76.63 | -9.86% | +29.8% | $79.00 | +3.1% | BUY | |
| $78.38 | -9.38% | +1.3% | $106.00 | +35.2% | BUY | |
| $81.25 | -8.71% | +2.5% | $78.50 | -3.4% | SELL | |
| $31.97 | -8.71% | -18.8% | $51.33 | +60.6% | BUY | |
| $8.79 | -8.63% | -18.0% | $11.00 | +25.1% | SELL | |
| $32.44 | -8.39% | -51.2% | $42.50 | +31.0% | SELL | |
| $63.44 | -8.28% | -26.0% | $69.00 | +8.8% | SELL | |
| $17.66 | -8.12% | -1.0% | $26.50 | +50.1% | BUY |
NLY (Annaly Capital) — SELL. 1-month forecast: DOWN. The mortgage REIT is down 18.5% in a month and near its 52-week low of $18.37 as long-term yields stay high, and its analyst targets date back to July, before the bond selloff.
FLUT (Flutter Entertainment) — SELL. 1-month forecast: DOWN. FanDuel's parent is down 65.2% YTD and hit a multiyear low as prediction-market rival Kalshi eyes a $40B valuation (Yahoo Finance), and Rothschild downgraded it to Neutral.
TEM (Tempus AI) — BUY. 1-month forecast: UP. The pullback came on light volume (MarketBeat) inside an uptrend of +23.7% over one month, and Guggenheim just raised its target from $65 to $92.
GPN (Global Payments) — BUY. 1-month forecast: UP. Global Payments is roughly flat YTD (+1.3%) after the weekly drop, 37 analysts rate it bullish versus 4 bearish, and RBC's $106.00 target implies +35.2%.
CRCL (Circle Internet) — SELL. 1-month forecast: DOWN. The USDC issuer already trades above its $78.50 average target (-3.4%), and analysts are split between TD Cowen's $92 Buy and Wolfe Research's $65 Underperform.
IP (International Paper) — BUY. 1-month forecast: UP. International Paper is near its 12-month low (Perplexity Finance), but Citigroup, Argus and JP Morgan all rate it Buy, with an average target of $51.33 (+60.6%).
AGNC (AGNC Investment) — SELL. 1-month forecast: DOWN. AGNC fell to $8.79 on unusually heavy volume (MarketBeat) and sits at its 52-week low of $8.77, and its high yield won't offset book-value losses while rates stay elevated.
FIS (Fidelity National Information Services) — SELL. 1-month forecast: DOWN. FIS hit a new 52-week low after Deutsche Bank cut its target (MarketBeat), it is down 51.2% YTD, and both recent analysts rate it Hold.
TRU (TransUnion) — SELL. 1-month forecast: DOWN. The FHFA plans to ease Fannie Mae and Freddie Mac's credit-report requirements (Investing.com), and Goldman Sachs and Barclays both cut their targets this week.
CDE (Coeur Mining) — BUY. 1-month forecast: UP. The precious-metals miner's -8.12% dip leaves it roughly flat YTD (-1.0%), and Scotiabank's $26.50 Sector Outperform target implies +50.1%.
| Ticker | Week | Call | 1-month forecast |
| +21.92% | SELL | DOWN | |
| +15.78% | BUY | UP | |
| +15.78% | BUY | UP | |
| +10.76% | SELL | DOWN | |
| +10.15% | BUY | UP | |
| +10.09% | SELL | DOWN | |
| +9.96% | BUY | UP | |
| +9.09% | SELL | DOWN | |
| +8.32% | BUY | UP | |
| +7.37% | BUY | UP | |
| -10.24% | SELL | DOWN | |
| -10.12% | SELL | DOWN | |
| -9.86% | BUY | UP | |
| -9.38% | BUY | UP | |
| -8.71% | SELL | DOWN | |
| -8.71% | BUY | UP | |
| -8.63% | SELL | DOWN | |
| -8.39% | SELL | DOWN | |
| -8.28% | SELL | DOWN | |
| -8.12% | BUY | UP |
Tickeron's AI Trading Bots start with the sector. This week money flowed into AI hardware (HPE, ON, Viavi), travel (Carnival) and biotech with big-pharma backing (Summit). It flowed out of mortgage REITs, payment processors, credit bureaus and online betting. A large cap in a leading sector with room to its targets gets a BUY. A stock in a sector under rate or regulatory pressure needs a clear catalyst to avoid a SELL.
Tickeron's Financial Learning Models (FLM) then read each stock's trend. FLM separates pullbacks inside uptrends from fresh breakdowns. That's why TEM and CDE get BUYS after their drops, while $FIS, AGNC and FLUT get SELLS: they keep setting new lows.
Large caps under $100 are liquid and easy to size, which makes them a natural core for retail portfolios. Use the bots to pick the sectors and FLM to time the entries.
For informational purposes only; not investment advice. Prices as of the October 2, 2026 close. Tickeron AI forecasts are model-based estimates and do not guarantee future results.
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