Beat the Market Like Zacks: Monster Beverage, Carpenter Tech, Usio in Focus

2026.07.27 12:15 (GMT+0)

Beat the Market Like Zacks: Monster Beverage, Carpenter Tech, Usio in Focus

Last Friday, the three major Wall Street indexes closed a losing week. The Dow Jones Industrial Average slipped 0.4% for its third consecutive weekly decline, while the S&P 500 fell 0.6% and the Nasdaq Composite declined 2%, marking a second straight weekly loss for both indexes.

Stocks were pressured by a technology-led selloff after quarterly results from Alphabet and Tesla reignited concerns over heavy AI-related spending and stretched valuations. The weakness in semiconductor shares dragged the Nasdaq sharply lower, overshadowing upbeat earnings from several other companies.

Investor sentiment was also weighed down by escalating U.S.-Iran tensions that pushed oil prices sharply higher for much of the week, fresh tariff announcements from the Trump administration and uncertainty over the Fed's interest-rate path ahead of its policy meeting, keeping risk appetite in check.

Regardless of market conditions, we, here at Zacks, provide investors with unbiased guidance on how to beat the market.

As usual, Zacks Research guided investors over the past three months with its time-tested methodologies. Given the prevailing market uncertainty, you may want to look at our feats to prepare better for your next action.

Here are some of our key achievements:

Hinge Health and Usio Surge Following Zacks Rank Upgrade

Shares of Hinge Health, Inc. HNGE have gained 34.6% (versus the S&P 500’s 0.1% increase) since it was upgraded to a Zacks Rank #1 (Strong Buy) on May 13.

Another stock, Usio, Inc. USIO, which was upgraded to a Zacks Rank #2 (Buy) on May 18, has returned 27% (versus the S&P 500’s 0.01% fall) since then.

A portfolio of Zacks # 1 Rank (Strong Buy) stocks has outperformed the S&P 500 index by 5.7 percentage points this year. Through July 6^th this year, the Zacks # 1 Rank portfolio returned +15.3%, which compares to a +9.7% gain for the S&P 500 index and a +12.6% gain for the equal-weight version of the index in the same time period.

Since its inception in 1988, this portfolio of Zacks # 1 Rank stocks has outperformed the market by 12.4 percentage points. The average annual return for this portfolio of Zacks # 1 Rank stocks since inception in 1988 was +23.9% through July 6^th, which compared to a +11.6% gain for the S&P 500 index and a +11.4% gain for the equal-weight version of the index.

You can see the complete list of today’s Zacks Rank #1 stocks here >>>

Check Hinge Health’s historical EPS and Sales here>>>

Check Usio’s historical EPS and Sales here>>>

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Zacks Recommendation Upgrades Northern Trust and West Pharmaceutical

Shares of Northern Trust Corporation NTRS and West Pharmaceutical Services, Inc. WST have surged 12.1% (versus the S&P 500’s 0.1% fall) and 5.2% (versus the S&P 500’s 0.1% rise), since their Zacks Recommendation was upgraded to Outperform on May 12 and May 13, respectively.

While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months. However, just like the Zacks Rank, the foundation for the Zacks Recommendation is trends in earnings estimate revisions.

The Zacks Recommendation classifies stocks into three groups — Outperform, Neutral and Underperform. While these recommendations are determined quantitatively, our analysts have the flexibility to override them for the 1100+ stocks they closely follow based on their better judgment of factors such as valuation, industry conditions and management effectiveness than the quantitative model.

To access our research reports with Zacks Recommendations for the 1100+ stocks we cover, click here>>>

Zacks Focus List Stocks Micron, Advanced Micro Devices Shoot Up

Shares of Micron Technology MU, which belongs to the Zacks Focus List, have gained 85.4% over the past 12 weeks. The stock was added to the Focus List on December 27, 2016. Another Focus-List holding, Advanced Micro Devices, Inc. AMD, which was added to the list on May 19, 2025, has returned 50.1% over the past 12 weeks. The S&P 500 has advanced 3.5% over this period.

The 50-stock Focus List portfolio returned +13.12% in the first half of 2026 (through June 30^th, 2026) vs. +10.21% for the S&P 500 index and +12.14% for the equal-weight version of the index.

The portfolio returned +22.1% in 2025 vs. +17.9% for the S&P 500 index and +11.4% for the equal-weight version of the index.

The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned -15.2% vs. the S&P 500 index’s -17.96%.

Through June 30^th 2026, the portfolio’s rolling returns on a one-year, three-year, five-year, ten-year, and since 2004 have been +26.93% (vs. +22.33% for the S&P 500 index), +22.23% (vs. +20.62%), +12.80% (vs. +13.41%), +16.65% (vs. +15.51%) and +12.48% vs. (+10.94%), respectively.

Unlock all of our powerful research, tools and analysis, including the Focus List, Zacks #1 Rank List, Equity Research Reports, Zacks Earnings ESP Filter, Premium Screener and more, as part of Zacks Premium. Gain full access now >>

Zacks ECAP Stocks Thermo Fisher & Monster Beverage Gain Significantly

Thermo Fisher Scientific Inc. TMO, a component of our Earnings Certain Admiral Portfolio (ECAP), has jumped 21% over the past 12 weeks. Monster Beverage Corporation MNST followed Thermo Fisher with 19.5% returns.

The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned -9.4% in the first half of 2026 (through June 30^th) vs. +10.2% for the S&P 500 index.

For 2025, the portfolio returned -1.67% vs. +17.9% gain for the S&P 500 index. For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF). In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.

With little to no turnover and annual rebalance periodicity, ECAP seeks to minimize capital loss by holding shares of companies whose earnings streams exhibit a proven 20+ year track record of surviving recessionary periods with minimal impact on aggregate earnings growth relative to the overall S&P 500.

The ECAP and many other model portfolios are available as part of Zacks Advisor Tools, a cloud-based solution to access Zacks award-winning stock, mutual fund and ETF research. Click here to schedule a demo.

Zacks ECDP Stocks J. M. Smucker & 3M Company Outperform Peers

The J. M. Smucker Company SJM, which is part of our Earnings Certain Dividend Portfolio (ECDP), has returned 23.2% over the past 12 weeks. Another ECDP stock, 3M Company MMM, has climbed 18.2% over the same time frame. Of course, the inclination of investors toward quality dividend stocks to secure an income stream amid heightened market volatility contributed to this performance.

Check J.M. Smucker’s dividend history here>>>

Check 3M Company’s dividend history here>>>

With an extremely low beta and a history of minimum earnings variability over the last 20+ years, this 25-stock portfolio helps significantly mitigate risk.

The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -1.7% in the first half of 2026 (through June 30^th) vs. +10.2% for the S&P 500 index and +9.03% for the Dividend Aristocrats ETF (NOBL).

The portfolio returned -0.6% in 2025 vs. a +6.8% gain for the Dividend Aristocrats ETF. For the full year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL. The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.

Click here to access this portfolio on Zacks Advisor Tools.

Zacks Top 10 Stock Carpenter Technology Delivers Solid Returns

Carpenter Technology Corporation CRS, from the Zacks Top 10 Stocks for 2025, has jumped 78.4% since January 5, 2026, compared with the S&P 500 Index’s 8.2% increase.

The Top 10 portfolio returned +26.83% in the first half of 2026 (through June 30^th) vs. +9.97% for the S&P 500 index and +11.35% for the equal-weight version of the index.

The Top 10 portfolio returned +22.6% in 2025 vs. +17.9% for the S&P 500 index and +11.4% for the equal-weight version of the index.

The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index.

Through the end of June 2026, the Top 10 portfolio has produced a cumulative return of +3,185.6% since 2012 vs. +629.1% for the S&P 500 index and +464.3% for the equal-weight version of the index. The portfolio has produced an average annual return of +26.9% in the period 2012 through June 30^th, 2026 vs. +13.5% for the S&P 500 index and +11.2% for the equal-weight version of the index.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research