Today, Wayfair (W) surged more than 30% after posting a double-beat in its latest earnings report.* It's the kind of move that happens when investors start rewarding companies with improving fundamentals.

And Wayfair may be just the first domino.

We're in the middle of earnings season, and 13 of the first 15 Alpha Picks companies to report have exceeded earnings expectations.* The market is starting to recognize what Alpha Picks already knew: companies with strong fundamentals have the potential to outperform.

Alpha Picks still has 11 Quant ‘Strong Buy’-rated holdings positioned as more companies are expected to report in the weeks ahead.*

The goal isn't to chase stocks after they move. It's to identify quality companies before the market catches on.

Since launch, Alpha Picks has returned 371%, compared to 101% for the S&P 500.**

The market is moving. Alpha Picks is already positioned.

*Wayfair performance, Alpha Picks portfolio holdings, and Quant ratings are as of August 4, 2026. Earnings results referenced are based on adjusted EPS and revenue results.

**Alpha Picks and S&P 500 performances are calculated from July 1, 2022, to August 3, 2026.

Alpha Picks adds two stocks per month—on the closest business day to the 1st and 15th. Alpha Picks removes stocks based on rating thresholds (i.e., when a rating changes to a "Sell"). Performance is calculated and reported daily using time-weighted returns. For more details on the performance calculation and methodology of Alpha Picks, click here.

Past performance is no guarantee of future results—any investment carries a potential for loss. Alpha Picks does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Any content and tools on the platform are offered for informational purposes only. Any views or opinions expressed may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, U.S. investment adviser, or investment bank.

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