Updating 4 Names in the $10K Portfolio With Plans to Increase 2 Positions
Here's the latest news impacting our small-cap portfolio names.
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Several sell-side analysts have opined on a number of our "$10K Portfolio" stocks of late. I think it's time I round up as many of these updates as I can as well as some recent pertinent news items for the readership.
SoFi Technologies (SOFI)
On April 3, analyst Tim Switzer of KBW (rated at four stars out of five at TipRanks) reiterated his "underperform" rating (which is sell-equivalent) on (SOFI) while leaving his target price at $20.
On April 6, analyst Terry Ma of Barclays (three stars out of five at TipRanks) reiterated his "hold" rating on SOFI while taking his target price down to $18 from $28.
Rocket Lab (RKLB)
On April 7, analyst Trevor J. Walsh of Citizens JMP (five stars out of five at TipRanks) upgraded (RKLB) from "market perform" (hold-equivalent) to an "outperform" (buy-equivalent) rating while setting a target price of $85 on the stock.
Ondas Inc (ONDS)
On April 6, analyst Michael Latimore of Northland Securities (four stars out of five at TipRanks) reiterated his "buy" rating on (ONDS) while taking his target price up to $18 from $16.
On April 6, Ondas announced that the firm's 4M Defense subsidiary had won a competitive tender for a large-scale de-mining project along a strategic border region, with near-term and follow-on orders expected to represent over $50 million in program value.
On April 7, Ondas announced that the firm's Sentrycs subsidiary had secured multiple contracts from public safety and security organizations to support airspace security operations during the 2026 FIFA World Cup soccer tournament. The World Cup will take place in 16 cities across the U.S., Canada and Mexico this coming summer. Sentrycs' Counter-UAS solution is expected to be deployed across most venues where matches across the three North American countries will be held.
Evolv Technology (EVLV)
On April 7, Evolv Technology (EVLV) announced the implementation of the firm's Evolv Express system at KC Live! KC Live! is the signature entertainment destination within the Power & Light District in downtown Kansas City, Missouri. The Evolv Express system uses advanced sensor technology and AI to detect concealed threats.
Tuesday's Intention vs Tuesday's Actual Trade
Intenion: Purchase 50 shares of EVLV at or close to the last sale of $5.97.
Actual Trade: Purchased 50 shares of EVLV at $6.0898.
Wednesday's Intentions
-Purchase 2 shares of (PLTR) at or close to the last sale of $145 to bring the long position up to 9 shares.
-Sell 25 shares of (INFQ) at or close to the last sale of $11.27, bringing the long position down to 25 shares.
Current Positions
Long 150 shares of SOFI at $15.988. Last sale: $16.61.
Long 125 shares of (OCUL) at $8.061. Last sale: $8.39.
Long 125 shares of ONDS at $9.4749. Last sale: $9.56.
Long 7 shares of PLTR at $149.25. Last sale: $144.64.
Long 15 shares of RKLB at $67.1653. Last sale: $69.42.
Long 50 shares of INFQ at $9.965. Last sale $11.23.
Long 75 shares of (SIDU) at $2.029. Last sale: $3.58.
Long 50 shares of EVLV at $6.0898. Last sale: $6.07.
Short 1 SOFI May 15 $18.00 call at $1.01. Last sale: $0.84.
Short 1 ONDS May 8 $10.50 call at $0.60. Last sale: $0.74.
Cash: $2,596.23
Portfolio Value: $10,370.22, +3.7% from inception.
Related: As Iran Conflict Weights on Markets, the Korean Defense Sector Is Thriving
At the time of publication, Guilfoyle was long SOFI, OCUL, ONDS, PLTR, RKLB, INFQ, SIDU and EVLV.
