August has become a month of notable stock-specific moves even as broader benchmarks displayed short-term volatility. The S&P 500, while slipping in today’s session, still sits only 1.3% below the record high set last Thursday, underscoring how a select set of equities are driving much of the market’s leadership.
Model-driven stock selection has repeatedly flagged under-the-radar companies that convert strong fundamentals, better-than-expected earnings and material commercial agreements into outsized rallies. Members who followed those proprietary pick lists this month were positioned in a range of winners, including Mativ Holdings (NYSE:MATV), Ramaco Resources (NASDAQGS:METC) and CommVault (NASDAQGS:CVLT), each delivering double-digit August gains.
Those August moves, however, are only part of a broader pattern of compounding wins. One medical-technology company in particular extended an already powerful run with a fresh jump of 15.9% today after disclosing a U.S. supply arrangement with a major plasma collection player. That company has now appreciated roughly 91.88% since it was first identified by the predictive models used by premium members.
Winners highlighted to members
- Mativ Holdings (NYSE:MATV): +38.26% in August
- Ramaco Resources (NASDAQGS:METC): +26.5% in August
- CommVault (NASDAQGS:CVLT): +21.23% in August
Other long-term selections from the same model set show continued large gains since selection, including Delek US Energy (NYSE:DK) up +81.21%, Consensus Cloud Solutions (NASDAQGS:CCSI) up +78.32%, Everforth (NYSE:EFOR) up +75.28%, Nucor (NYSE:NUE) up +65.93%, and Molina Healthcare (NYSE:MOH) up +49.91%.
International winners
The AI-driven strategy has also captured major international rallies, with several picks exceeding triple-digit returns since selection: Lenovo Group (SEHK:992) +224.58%, Nordex SE (XTRA:NDX1) +173.46%, MediaTek (TWSE:2454) +166.77%, Dogu Aras Enerji Yatirimlari AS (IBSE:ARASE) +136.97% and Unicaja (BME:UNI) +135.19%.
Spotlight: Haemonetics Corporation (NYSE:HAE)
The medtech company at the center of today’s rally is Haemonetics. The stock rose 15.9% after management announced a U.S. supply agreement with CSL Plasma. Under the arrangement, CSL will deploy Haemonetics’ NexSys PCS systems equipped with Persona PLUS technology at its collection centers, creating a material, long-dated revenue relationship for the medtech provider.
That contract extends a year of significant momentum that the company first began to demonstrate in late 2025. At that time, a large Q2 earnings beat propelled the stock off its 52-week lows and sparked a 62% monthly gain. Momentum continued into the most recent reported quarter, Q1 2027, when Haemonetics reported $339.4 million in revenue and an adjusted EPS of $1.14.
Management has recently lifted the full-year revenue growth target to a 5% to 8% range. The company’s organic performance is supported by growth in high-margin vascular closure products such as VASCADE, alongside recurring revenue from apheresis devices and blood management software. Together, those product lines create a closely integrated hardware-and-software footprint across hospitals and donation centers.
Why the AI models flagged Haemonetics before the run
The selection process combines investor-grade financial analysis with machine learning across tens of thousands of global equities. Haemonetics was identified by multiple strategies within the model set, including Healthcare Heroes and Mid-Cap Movers, due to a specific mix of valuation, profitability and product momentum.
Key metrics that underpinned the conviction included:
- Valuation disconnect - At the time the model flagged the name, Haemonetics was trading near $53.28, roughly 56% of its 52-week high. The shares sat at a P/E of 14.9x and a PEG ratio of 0.34, signaling an apparent misalignment between near-term price action and longer-term growth prospects.
- Industry-leading profitability - The company displayed strong margins and profitability: a 58.8% gross margin, a 19.4% operating margin and 23.6% year-over-year EBITDA growth. Recent results beat top-line estimates by 6.2% and EPS expectations by 8.9% in the quarter highlighted by management.
- Expanding medtech moat - Rapid organic growth across core apheresis systems, sticky blood-management software and high-margin vascular-closure products were framed as creating recurring revenue across hospitals and donation centers.
- Visible upside - Sell-side analyst targets around $78 and InvestingPro fair-value models near $76 implied roughly 40% to 45%-plus upside from the flagged price, particularly after management’s guidance increase and firm commercial wins such as the CSL Plasma supply deal.
How the selection engine operates
The proprietary engine reviews more than 15 years of financial data across a broad suite of quantitative models and processes metrics for tens of thousands of stocks globally. Each month, it identifies up to 20 high-conviction names per strategy based on a combination of momentum, valuation and growth signals. Strategies are rebalanced monthly: new opportunities are added, strong performers are retained, and companies that no longer match the selection criteria are removed. For transparency and performance tracking, the strategies apply equal weighting across stocks within each model allocation.
Since the official rollout of these models in November 2023, the composite performance attributed to them has accumulated a recorded gain of +198.30%, outpacing the S&P 500 by +116.67% over the same period. Members have access to the same model rationales that informed each selection and removal.
Subscription offers and access
InvestingPro membership provides access to the monthly AI-powered pick lists and the detailed model rationales. Subscription pricing and promotional offers vary by region and are periodically tested; current offers for August were promoted as part of a Summer Sale.
Bottom line
In an environment where headline indices have traded with intraday volatility, individual stocks with clear operational momentum and attractive valuation profiles have driven outsized returns. Haemonetics’ combination of recent earnings beats, raised guidance, high-margin product lines and a strategic supply deal with CSL Plasma exemplifies how targeted commercial traction can amplify a stock’s rerating when recognized by systematic models and patient investors.
Investors should note that the model-driven approach emphasizes transparency around why each name was selected or removed, and its process of monthly rebalancing and equal weighting is designed to make outcomes reproducible across the strategy cohort.