Investment Review №344. A Commitment to Techno-Optimism
Recommendations on Shares
Current Long-Term Recommendation List
| Ticker | Company Name | Industry | "Market Cap., $M" | Date of last analysis | Current Price | Target Price | Investment Horizont | Current Upside (%) | Stop-loss | Recom-mendation / Comment |
| NXT | Nextpower Inc. Class A | Solar | 17 361 | 2026‑05‑05 | 123,3 | 142,0 | 2027-05-05 | 15,1% | 111,00 | BUY |
| NGVC | Natural Grocers by Vitamin Cottage, Inc. | Grocery Stores | 663 | 2026‑04‑21 | 28,8 | 36,0 | 2027-04-21 | 25,2% | 26,00 | BUY |
| PLAB | Photronics, Inc. | Semiconductors & Semiconductor Equipment | 2 918 | 2026‑04‑07 | 51,0 | 49,0 | 2027-04-07 | – | 34,00 | Target Reached on 20.04.2026 |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 7 704 | 2026‑03‑24 | 168,3 | 138,0 | 2027-03-24 | – | 104,00 | Target Reached on 23.04.2026 |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 1 270 | 2026‑03‑10 | 63,0 | 74,0 | 2027-03-10 | 17,4% | 56,00 | BUY |
| ELMD | Electromed, Inc. | Medical Devices | 212 | 2026‑02‑24 | 25,8 | 36,0 | 2027-02-24 | 39,5% | 18,00 | BUY |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 2 554 | 2026‑02‑10 | 25,8 | 36,0 | 2027-02-10 | – | 28,50 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 521 | 2026‑01‑27 | 56,2 | 64,0 | 2027-01-27 | – | 49,00 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 203 | 2026‑01‑13 | 7,0 | 9,6 | 2027-01-13 | – | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 2 783 | 2025‑12‑02 | 179,3 | 121,0 | 2026-12-02 | – | 80,0 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 75 440 | 2025‑11‑18 | 140,8 | 125,0 | 2026-11-18 | – | 101,6 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 907 | 2025‑11‑04 | 50,4 | 55,0 | 2026-11-04 | – | 46,5 | Target Reached on 09.04.2026 |
| NOW | ServiceNow, Inc. | Software | 94 849 | 2025‑10‑21 | 92,0 | 220,0 | 2026-10-21 | – | 155,4 | Stop-loss on 15.12.2025 |
| COP | ConocoPhillips | Oil & Gas Production | 150 240 | 2025‑10‑08 | 123,3 | 114,0 | 2026-10-08 | – | 83,4 | Target Reached on 02.03.2026 |
| WAB | Westinghouse Air Brake Technologies Corporation | Machinery | 44 493 | 2025‑09‑24 | 263,4 | 226,0 | 2026-09-24 | – | 179,0 | Target Reached on 09.01.2026 |
| ADNT | Adient plc | Auto Parts & Equipment | 1 597 | 2025‑09‑10 | 20,7 | 29,2 | 2026-09-10 | – | 22,0 | Stop-loss on 05.11.2025 |
| ORLA | Orla Mining Ltd. | Mining and Mineral Products | 4 486 | 2025‑08‑27 | 13,4 | 14,0 | 2026-08-27 | – | 9,0 | Target Reached on 28.11.2025 |
| GGB | Gerdau S.A. Pfd Sponsored ADR Repr 1 Pfd Sh | Steel Mining | 9 041 | 2025‑08‑13 | 4,8 | 3,5 | 2026-08-13 | – | 2,6 | Target Reached on 29.10.2025 |