EverHint — High-Momentum Stock Picks (with Insider, Earnings & News Overlays) - October 29, 2025
October 29, 2025
How we ranked today
Leadership names pressing near 52-week highs, with above-average trading value (volume thrust) and supportive overlays: insider net flow, analyst-update density, earnings timing, and fresh headlines. The idea is to surface sustained momentum rather than one-day pops.
Top Picks (ranked by EverHint composite)
Pulled strictly from today’s files. Blank cells mean that field wasn’t present for that name.
| Rank | Ticker | Company | Last | Near 52-W High | Volume Thrust | Insider Net (USD) | Days to Earnings | Analyst Updates (30d) |
|---|---|---|---|---|---|---|---|---|
| 1 | LBRT | Liberty Energy Inc. | 18.94 | 100% | 1.52× | nan | ||
| 2 | JAMF | Jamf Holding Corp. | 12.85 | 100% | 12.07× | $0 | 12.0 | 8 |
| 3 | ARQT | Arcutis Biotherapeutics, Inc. | 25.29 | 100% | 2.04× | $0 | nan | 8 |
| 4 | TER | Teradyne, Inc. | 173.94 | 100% | 3.50× | $0 | nan | 21 |
| 5 | VSCO | Victoria’s Secret & Co. | 36.23 | 100% | 2.08× | $0 | 36.0 | 12 |
| 6 | MIR | Mirion Technologies, Inc. | 29.75 | 100% | 3.00× | nan | 7 |
Field notes
- Volume Thrust (×) compares today’s dollar value vs 20-day average (≥1.5× often signals institutional participation).
- Insider Net (USD) is open-market net (buys − sells) from the insider file.
- Analyst Updates (30d) counts recent estimate/target/rating events in your estimates file.
- Days to Earnings is computed from your earnings calendar when a resolvable date exists.
Same-day / recent headlines to watch (supports the tape)
- JAMF — Agrees to $2.2B take-private by Francisco Partners; stock reacts with extreme liquidity (12× thrust in our file). (Reuters)
- LBRT — Announces dual listing on NYSE Texas (ticker unchanged); added visibility/capital-market access into late October. (Business Wire)
- ARQT — Q3 print + growth roadmap outlined; coverage highlights a clean EPS beat and momentum carry-through. (Arcutis Biotherapeutics)
- TER — Q3 results and Q4 outlook underpin follow-through; name flagged across multiple recaps today. (Teradyne, Inc.)
- VSCO — Analyst upgrade cycle and continuing re-rating narrative after a strong run in October. (Simply Wall St)
- MIR — Q3 results + full-year guidance update; shares rallied double-digits into/after the print. (Business Wire)
On Watch (risk flags)
- Event proximity: Deals (JAMF), listings (LBRT), and earnings cycles (TER/MIR) can gap price—size accordingly.
- Post-spike behavior: Elevated thrust (e.g., JAMF 12×) can invite mean-reversion; favor add-ons after tight flags instead of chasing vertical bars.
- Insiders: Several names show neutral net insider flow in today’s overlay; treat insider positives/negatives as context, not triggers.
Signals summary (today’s set)
- Momentum: All Top-6 sit at 100% of 52-week highs—clear leadership tape.
- Volume: Strong, ranging ~1.5×–12×; breadth suggests sponsored demand.
- Earnings/Events: Mixed runway—some unknown, some near-term (e.g., JAMF ≈12 days; VSCO ≈36 days).
- Analysts/News: Active across the group—supports visibility and potential follow-through.
Vlad’s Take (EverHint)
Quality momentum with real catalysts. I’d treat JAMF as a news-driven outlier—trade the after-flag continuation rather than the initial spike. TER/MIR look like trend-continuation setups post-results; LBRT has a clean tape with a listing narrative. ARQT/VSCO carry solid momentum—use tiered entries and ATR-aware stops just below recent swing lows.
Independent, data-driven signals. No hype, no pumps, no paid promotions.