Momentum & Trend
Character Change (CC)
Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
The 'Character Change' scan looks for stocks ahead of a possible positive trend reversal — fallen former leaders that are pulling away from their lows and could be entering a new growth phase. Filters: price >$5, average dollar volume (50 days) >$50 million, 45–90% below the all-time high, recovered 45–200% off the 52-week low, Weinstein Stage 1/2 (or a volume surge), back in the green medium-term (>2% over 6 months / 200 / 252 days) but still negative over 4 or 5 years, plus short-term relative strength (RS 1W/1M >90 or 3M >80). Now calculated from real fundamental-data history (distance to the all-time high and the 4-/5-year change). Not yet modeled: a flat 200-SMA slope (<0.5%), the RS phase, Weekly Launch Pad — so it's slightly broader than the original.
Global filters: market cap of $50B or less (mega caps are cut from every scanner); 10- and 30-day ADR must be ≥ 1% (too little movement gets cut); names after a reverse split (distorted price history) and names with a red Stress RS (rating ≤ 30 — weak on stress days) are excluded.
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Terms in This Scanner Explained
(19)
- 52-Week High / Low
- The highest or lowest price of the last 52 weeks (one trading year). "Within 10% of the 52-week high" means: the stock is trading near its yearly high - a sign of strength, since weakness looks different.
- ADR (Average Daily Range)
- The average daily swing of a stock in percent - measured over 10 or 30 trading days (columns "ADR 10D/30D"). An ADR of 5% means: on a normal day the gap between the intraday low and high runs about 5%. Traders look for movement - that is why stocks with an ADR under 1% are filtered out globally. Not to be confused with ADR meaning "American Depositary Receipt" (a US certificate for foreign shares) - here ADR always means the daily swing.
- AI Classification
- Our company-by-company assessment of the AI boom based on SEC filings (the last four quarterly 10-Q reports and two annual 10-K reports): "Sells AI" (AI is a revenue source), "Threatened" (AI is a concrete business risk), "Uses AI" (operational use), or "Neutral" (no material AI exposure). Every classification requires at least two direct quote citations - otherwise the column shows "-". Not a quality judgment or a buy recommendation; the full file is on the stock page, methodology at /stocks/ai-rating-methodology.
- Analysis (Full Company Analysis)
- If the Analysis column shows "Read," there is an in-depth TickerGuard company analysis for this stock: business model, scanner findings, quarterly results, evidence from SEC filings, plus opportunities and risks. One click opens it directly.
- Avg/Yr 3Y (Average Annual Return)
- The stock's average annual return over the past 3 years. Shows at a glance whether a stock delivers over the long run or just had a short hot streak.
- Earnings Date
- The date of the next quarterly earnings report. Price gaps in either direction are common around this date - that is why we color it red when it is 7 days away or less, and yellow when it is 14 days away or less: elevated risk for fresh positions.
- EPS (Earnings per Share)
- Quarterly earnings divided by the number of shares outstanding. The most important growth metric: if EPS rises strongly over several quarters, the company is earning more money per share.
- Free Cash Flow (FCF)
- Operating cash flow minus capital expenditures - the money left over for everything else (debt paydown, acquisitions, or buybacks). Consistently positive free cash flow is one of the most honest signs of a healthy business model.
- Funda Rating (Fundamental Rating A+ to F)
- Our proprietary fundamental rating from 0 to 100 points with a school-grade rank from A+ to F. 50 points is the average across the universe, 100 the best possible score. Every stock is scored against all others by percentile: growth in earnings and revenue, earnings surprises, analyst estimates, and quality criteria such as margins, cash flow, and balance-sheet strength. Grades: A+ from 95, A from 75, B from 55, C from 45, D from 25, E from 5, F below — A/A+ are the fundamentally strongest stocks in the universe.
- Long / Short
- Long = betting on rising prices (buying the stock). Short = betting on falling prices (selling borrowed shares to buy them back cheaper later). Our short scanners are warning or watch lists - not buy candidates.
- Market Capitalization (Mkt Cap)
- The market value of the company: share price x total shares outstanding, shown here in billions of dollars. Micro caps (< $0.3B) are small and volatile, mega caps (> $200B) are heavyweights. Our scanner universe is deliberately capped at $50B - we look for stocks with room to run.
- Net Margin
- How much of revenue is left as profit? Net income divided by revenue, in percent. A 20% margin means: out of every dollar of revenue, 20 cents is left as profit. Rising margins are a strong quality signal.
- Operating Cash Flow (OCF)
- The cash that actually flows into the company from day-to-day operations - without accounting effects such as depreciation. A company can report book profits while still burning cash; operating cash flow reveals that.
- Piotroski F-Score
- A balance-sheet health check developed by Joseph Piotroski: 9 yes/no criteria covering earnings, cash flow, leverage, and efficiency produce a score from 0 to 9. Scores of 7 or higher are considered financially very solid, scores under 3 a warning sign.
- Relative Strength (RS Rating)
- How much has a stock risen compared with every other stock? The RS Rating is a percentile from 1 to 99: RS 90 means the stock has outperformed 90% of all stocks (depending on the scanner, over 1 week, 1, 3, 6, or 12 months). Market leaders almost always carry high RS values - that is why relative strength is the core of many momentum strategies.
- Sector & Industry
- Two levels of industry classification: sector is broad (e.g., Technology), industry is narrow (e.g., Semiconductors). Many strategies watch industry strength, because strong stocks are almost always found in strong industries.
- SMA / Moving Average (10-, 20-, 50-, 200-Day Line)
- The average price of the last X days, plotted as a line on the chart (Simple Moving Average). The 50-day and 200-day lines are the most closely watched: price above the line = uptrend intact. The 30-week line from the Weinstein method corresponds to the 150-day line.
- Stage (Weinstein Stages 1-4)
- Stan Weinstein divides every price chart into four stages: Stage 1 = basing (sideways after a downtrend), Stage 2 = uptrend (the only buying stage), Stage 3 = topping, Stage 4 = downtrend (avoid, or short candidate). Measured against the 30-week line (150-day moving average) and its slope.
- Stress RS (Strength on Stress Days)
- A stress day is a day on which both the overall market and the stock's own sector fell at least 0.5%. Stress RS counts on how many of these days the stock still closed green (shown as "g/n" = green days out of n stress days) and turns that into a rating from 1 to 99. High values point to buyers stepping in even on weak days - often a sign of institutional accumulation.
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| Symbol | Earnings | Avg/Y 3Y | Stress RS | Stage | Funda Rating | Piotroski | MktCap | Industry | AI Rating | Deep Dive | Deep-Dive Report | Sector | Price | YTD | 6 Mo. | 1 Year | Off High | Price Target | RS | EPS Rating | ADR 10D | ADR 30D | Beta | P/E | P/E (f) | P/S | P/B | P/FCF | PEG | EV/EBITDA | EBIT Margin | Gross Margin | Net Margin | ROE | ROA | Debt/Eq | Equity Ratio | Sales +/Y | Growth Score | Div. Yield | Payout Ratio | Altman Z | Inst. % | Short % | Analysts |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SYNA Synaptics Incorporated | 08/06 | +22 % | 46 5/25 | Stage 2 | C 47 | 6 of 9 | 4.4 $ | Semiconductors | – | — | — | Technology | 107.30 $ | +81.6 % | +58.9 % | +71.2 % | −15.8 % | +33.9 % | 93 | 5 | 6.7 % | 7.2 % | 1.98 | — | 20.0 | 3.8 | 3.0 | 45.9 | 0.51 | 41.6 | -4.3 % | 43.6 % | -4.1 % | -3.5 % | -1.8 % | 1.81 | 53.9 % | +12.0 % | — | 0.0 % | 0.0 % | 7.1 | 110.7 % | 15.0 % | 4.0 (10) |
| OUST Ouster, Inc. Common Stock | 08/06 | +244 % | 61 6/25 | Stage 2 | B 58 | 6 of 9 | 2.6 $ | Electronic Components | Sells AI | — | Technology | 39.00 $ | +108.7 % | +141.8 % | +66.9 % | −18.8 % | +33.7 % | 93 | 42 | 15.3 % | 13.5 % | 3.18 | — | 0.0 | 14.2 | — | — | — | -0.8 | -39.6 % | 47.7 % | -30.1 % | -25.2 % | -14.7 % | — | 72.2 % | +52.5 % | — | 0.0 % | 0.0 % | -0.7 | 50.0 % | 9.3 % | 4.3 (6) | |
| SHLS Shoals Technologies Group Inc | 08/04 | -19 % | 62 6/25 | Stage 2 | B 57 | 2 of 9 | 1.6 $ | Solar | Neutral | — | Technology | 8.70 $ | +20.9 % | +1.1 % | +62.2 % | −25.2 % | +27.0 % | 87 | 66 | 8.6 % | 9.1 % | 1.90 | — | 20.3 | 2.9 | — | — | 0.85 | 23.6 | 8.1 % | 33.5 % | 6.3 % | 5.8 % | 5.5 % | — | 58.4 % | +19.1 % | — | 0.0 % | 0.0 % | 6.6 | 121.3 % | 11.4 % | 4.0 (21) | |
| TWLO Twilio Inc | 08/06 | +63 % | 72 7/25 | Stage 2 | B 68 | 8 of 9 | 29.6 $ | Software - Infrastructure | Sells AI | — | Technology | 197.40 $ | +29.4 % | +41.7 % | +53.0 % | −20.0 % | +6.7 % | 85 | 94 | 5.1 % | 5.7 % | 1.36 | 294.6 | 35.1 | 5.6 | 3.8 | 30.0 | 0.36 | 65.3 | 7.6 % | 48.7 % | 2.0 % | 1.3 % | 1.7 % | 0.43 | 81.3 % | +13.7 % | — | 0.0 % | 0.0 % | 6.9 | 94.1 % | 3.6 % | 3.9 (31) | |
| ILMN Illumina Inc | 07/30 | -5 % | 53 5/22 | Stage 2 | B 55 | 5 of 9 | 31.0 $ | Diagnostics & Research | – | — | — | Healthcare | 205.10 $ | +25.7 % | +33.8 % | +99.7 % | −2.8 % | -5.9 % | 83 | 55 | 4.0 % | 4.1 % | 1.47 | 37.0 | 39.1 | 6.9 | 11.6 | 33.0 | 3.58 | 29.3 | 18.3 % | 67.9 % | 18.3 % | 33.8 % | 8.7 % | 1.83 | 40.8 % | -0.8 % | — | 0.0 % | 0.0 % | 6.2 | 106.5 % | 9.5 % | 3.8 (20) |
| BEAM Beam Therapeutics Inc | 08/04 | +2 % | 39 4/22 | Stage 2 | C 53 | 4 of 9 | 2.7 $ | Biotechnology | – | — | — | Healthcare | 25.50 $ | +19.8 % | +24.2 % | +29.5 % | −8.0 % | +105.1 % | 83 | 42 | 7.7 % | 7.2 % | 2.18 | — | 0.0 | 16.3 | 2.2 | — | — | -7.0 | -337.8 % | -146.9 % | -40.2 % | -5.8 % | -15.8 % | 0.22 | 78.6 % | +120.0 % | — | 0.0 % | 0.0 % | 8.3 | 107.0 % | 35.0 % | 4.4 (17) |
| CBRL Cracker Barrel Old Country Store | — | -14 % | 74 9/31 | Stage 2 | C 53 | 6 of 9 | 1.3 $ | Restaurants | Neutral | — | Consumer Cyclical | 56.40 $ | +85.7 % | +107.4 % | -6.6 % | −32.8 % | -20.2 % | 81 | 91 | 6.3 % | 6.9 % | 1.19 | 53.9 | 62.9 | 0.4 | 3.0 | 21.2 | 1.56 | 14.1 | — | 31.6 % | 0.8 % | 5.6 % | -0.1 % | 2.35 | — | +0.4 % | — | 1.8 % | 1.8 % | 3.4 | 97.7 % | 41.9 % | 3.0 (8) | |
| AEVA Aeva Technologies, Inc. | 07/30 | +100 % | 80 8/25 | Stage 2 | C 50 | 5 of 9 | 1.3 $ | Software - Infrastructure | – | — | — | Technology | 17.50 $ | +77.3 % | +90.3 % | -5.9 % | −48.1 % | +43.6 % | 81 | 42 | 12.5 % | 12.1 % | 2.40 | — | 0.0 | 60.6 | 68.6 | — | — | -0.1 | — | 4.6 % | 0.0 % | -516.1 % | -63.2 % | -8.22 | — | +99.4 % | — | 0.0 % | 0.0 % | -16.8 | 66.1 % | 10.2 % | 4.4 (5) |
| ROKU Roku Inc | 07/30 | +39 % | 35 4/24 | Stage 2 | A 76 | 8 of 9 | 21.6 $ | Entertainment | Uses AI | — | Communication Services | 145.00 $ | +24.5 % | +23.4 % | +54.0 % | −9.5 % | +9.2 % | 80 | 10 | 2.0 % | 4.0 % | 2.01 | 108.1 | 62.5 | 4.4 | 8.1 | 33.1 | 1.03 | 34.6 | 4.3 % | 44.2 % | 4.1 % | 7.8 % | 1.6 % | 0.21 | 61.4 % | +15.2 % | — | 0.0 % | 0.0 % | 7.5 | 88.2 % | 7.2 % | 3.8 (32) | |
| AUR Aurora Innovation Inc | 07/29 | +56 % | 64 8/31 | Stage 2 | C 47 | 3 of 9 | 12.8 $ | Auto Parts | – | — | — | Consumer Cyclical | 6.50 $ | +67.2 % | +61.5 % | +11.0 % | −27.2 % | +72.6 % | 77 | 42 | 5.5 % | 6.4 % | 2.64 | — | 0.0 | 2,555.4 | 6.5 | — | — | -4.0 | -24,400.0 % | -15,980.0 % | 0.0 % | -44.3 % | -27.7 % | 0.04 | 89.9 % | -100.0 % | — | 0.0 % | 0.0 % | 5.4 | 78.0 % | 16.7 % | 3.8 (10) |
| PENN Penn National Gaming Inc | 08/06 | -4 % | 43 6/31 | Stage 2 | C 45 | 6 of 9 | 2.8 $ | Resorts & Casinos | – | — | — | Consumer Cyclical | 20.50 $ | +39.0 % | +50.7 % | +13.7 % | −5.7 % | +14.4 % | 74 | 91 | 4.1 % | 4.5 % | 1.42 | — | 12.4 | 0.4 | 1.6 | — | 1.01 | 392.4 | 5.5 % | 34.5 % | -13.5 % | -40.1 % | 1.4 % | 4.52 | 13.0 % | +5.8 % | — | 0.0 % | 0.0 % | 2.7 | 105.7 % | 16.0 % | 3.8 (20) |
| MOH Molina Healthcare Inc | 07/22 | -11 % | 93 9/22 | Stage 2 | D 39 | 5 of 9 | 10.2 $ | Healthcare Plans | – | — | — | Healthcare | 195.60 $ | +13.3 % | +40.4 % | +23.9 % | −30.7 % | +6.9 % | 60 | 3 | 4.3 % | 4.0 % | 0.74 | 55.9 | 37.0 | 0.2 | 2.7 | 37.8 | 1.74 | 14.1 | 1.7 % | 8.4 % | 0.0 % | 4.5 % | 1.2 % | 1.99 | 24.9 % | +11.8 % | — | 0.0 % | 0.0 % | 6.6 | 111.8 % | 7.5 % | 3.8 (16) |
| KMX CarMax Inc | — | -13 % | 79 10/31 | Stage 2 | D 40 | 6 of 9 | 8.2 $ | Auto & Truck Dealerships | – | — | — | Consumer Cyclical | 57.30 $ | +34.3 % | +35.7 % | +1.2 % | −26.5 % | -4.3 % | 44 | 29 | 5.7 % | 5.1 % | 1.16 | 35.7 | 22.9 | 0.3 | 1.3 | 8.3 | 0.56 | 16.7 | 3.4 % | 11.8 % | 0.8 % | 3.6 % | 1.6 % | 3.05 | 23.0 % | -1.8 % | — | 0.0 % | 0.0 % | 5.2 | 111.9 % | 9.2 % | 3.0 (20) |
| VRNS Varonis Systems | 08/04 | +13 % | 95 11/25 | Stage 3 | B 64 | 7 of 9 | 4.4 $ | Software - Infrastructure | – | — | — | Technology | 40.00 $ | +6.8 % | +20.2 % | -28.4 % | −39.7 % | +26.7 % | 43 | 42 | 7.3 % | 5.8 % | 0.83 | — | 227.3 | 6.4 | 10.6 | 36.0 | 7.38 | -20.7 | -25.1 % | 77.1 % | -20.5 % | -31.8 % | -5.7 % | 1.15 | 27.7 % | +13.2 % | — | 0.0 % | 0.0 % | 3.1 | 99.5 % | 7.2 % | 4.2 (24) |
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Quarterly Figures
No quarterly data available.
Frequently Asked Questions
The 'Character Change' scan looks for stocks ahead of a possible positive trend reversal — fallen former leaders that are pulling away from their lows and could be entering a new growth phase.
All scanners are recalculated daily across the entire stock universe — most recently on 3. August 2026. The data basis is fundamental data and SEC filings (10-K annual reports and 10-Q quarterly reports).
Currently, 14 stocks pass this scanner's criteria (as of 3. August 2026).
Global filters: market cap of $50B or less (mega caps are cut from every scanner); 10- and 30-day ADR must be ≥ 1% (too little movement gets cut); names after a reverse split (distorted price history) and names with a red Stress RS (rating ≤ 30 — weak on stress days) are excluded.
Related scanners
- 21-EMA Trend
- Above 21-EMA Pullback
- Above the 50- & 200-SMA
- Ameet Rai: Daily Liquidity
- CANSLIM Type RS
- Chris Perruna: Daily New Highs
- Chris Perruna: Within 15% of Highs
- Gary Antonacci: Dual Momentum (Stock Adaptation)
- High ADR (≥5%)
- Jeff Sun
- Kathy Donnelly: Liquid Movers Up
- Mark Minervini: Trend Criteria — 1 Month
- Mike Webster: Cross Fire
- Mike Webster: Down Days Tell Screen
- Mike Webster: Power Trend Leader
- Mike Webster: Swing Trading List
- Near 52-Week High
- Oliver Kell: 52 Week Highs
- Oliver Kell: Doublers
- Oliver Kell: Strength on Down Day
- Power Trend
- Qullamaggie: Top Gainers 1M
- Qullamaggie: Top Gainers 3M
- Qullamaggie: Top Gainers 6M
- Qullamaggie: Trend Intensity (13/65)
- RS Leader (≥90)
- RS New Highs
- Richard Moglen: 1 Week Top Performers
- Richard Moglen: Gaps and Strong Moves
- Richard Moglen: Top Performers 3/6 Month
- Stage 2 Leader
- Stan Weinstein: Checklist
- Stan Weinstein: Stage 1
- Stan Weinstein: Stage 2
- Stan Weinstein: Stage 3
- Strength on Stress Days
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.