Market Context

Investing.com notes that in September 2026 major U.S. indexes were essentially flat, with the S&P 500 up 11.55% year‑to‑date, the Nasdaq up 12.99% YTD and the Dow up 8.98% YTD.

AI‑Powered Strategies Performance

The proprietary AI system offered through InvestingPro generated three flagship strategies in 2026: Energy Elite, which posted a 76.93% year‑to‑date gain, outperforming its benchmark by 34.47%; Mid‑Cap Movers, which returned 35.41% YTD, 21.76% above its benchmark; and Small‑Cap Sprinters, which delivered 29.16% YTD, 16.36% ahead of its benchmark.

Notable individual stock performances since selection include Delek US Energy (NYSE:DK) up 100.71%, Everforth (NYSE:EFOR) up 74.26%, Consensus Cloud Solutions (NASDAQGS:CCSI) up 70.32%, Nucor (NYSE:NUE) up 61.98%, and HF Sinclair (NYSE:DINO) up 53.67%.

Globally, AI members were positioned in Lenovo Group (SEHK:992) with a 237.81% gain, MediaTek (TWSE:2454) +224.11%, Nordex SE (XTRA:NDX1) +174.01%, Bazan (TASE:ORL) +171.41% and Dogu Aras Enerji Yatirimlari AS (IBSE:ARASE) +153.52%.

Delek US Energy Detailed Results

Delek US Energy was first flagged in March. Its Q2 earnings reported EPS of $5.48, beating consensus $2.21 by 148%, while EBITDA rose 279% quarter‑over‑quarter to $638.7 million. The company cited higher refining margins, a record logistics quarter and completion of upgrades at the Big Spring refinery as drivers. Earlier, Q4 2025 adjusted EPS of $2.31 exceeded the forecast of –$0.07, a 3,400% beat, and adjusted EBITDA swung from a $15 million loss to approximately $375 million year‑over‑year. The firm’s Enterprise Optimization Plan targets at least $200 million of annual cost savings and its logistics arm projects earnings of $520‑$560 million for 2026. Analyst price targets average $40, with some as high as $53.

Everforth Detailed Results

Everforth was identified in July while trading near $18, down about 63% YTD and at 29% of its 52‑week high, implying an adjusted P/E of roughly 6× and less than half its book value. The company posted Q2 revenue of $1.007 billion, adjusted EBITDA of $96.7 million and free cash flow of $46.3 million. It completed a $77.5 million buyback tranche removing 1.79 million shares. Everforth secured a $115 million U.S. Army AI research contract and reported double‑digit growth in commercial consulting bookings. Management guided EPS to $5.74 by 2027, implying forward earnings multiple near 3×. Wall Street price targets of $29 and independent fair‑value models of $31 suggest 65‑70% upside. Additional catalysts include higher‑margin digital engineering from the Quinnox acquisition, inclusion in the Russell 2000 index and insider share purchases.

AI Model Methodology

Each month the AI engine evaluates thousands of global equities using over 15 years of financial data across more than 150 quantitative models. Up to 20 high‑conviction stocks are selected per strategy and weighted equally. The portfolio is rebalanced monthly, adding new opportunities, retaining strong performers and removing stocks that no longer meet criteria. Members may adjust allocations, but equal weighting provides a transparent benchmark for model performance.

Subscription and Cumulative Performance

InvestingPro members pay less than $9 per month for access to the monthly AI‑selected stock lists and rationales. Since the AI models launched in November 2023, the combined strategies have generated a cumulative return of 198.81%, outperforming the S&P 500 by 118.53%.