Stocks in Play - 18th February 2026

Today in Focus: SEDG, RXT

Sources & Services I Use in my Trading:

• Finviz - Scanning, Short Interest, Float, Fundamentals

• Benzinga Pro - News + Squawk

• Tradingview - Charting & Scanning

• BiopharmaIQ - FDA Calendars & Upcoming Biotech Catalysts

• Koyfin - Fundamental Data

• Tradersync - Trade Journal

Situational Awareness

Market Condition: Below all major Moving Averages. A bounce is needed in the market today. QQQ closed above $600 which is a positive. Positions recovered well yesterday.

Commentary: Potential 2B Reversal on the QQQ with a positive day today. Market slightly green pre market. Watching the VIX. Cautious on a lot of new risk but positions still holding well despite all the marker turbulence.

Upcoming Earnings:
After Hours: TPL, OXY, CDE, SPNT, WH, WES, MATV, JACK
Before Open: POOL, MD, SO, LKQ, XPRO, W, TALK, PRAX, CHH, ITGR, YETI

Trade Updates:

Current Positions: FSLY, GLW, STM, MPC, INNV, CGNX, NKTR, ROIV

In Play

SEDG:  Strong Earnings Beat, Emerging Theme

Key Metrics: Industry Group: Solar, Market Cap: 2.34B, Float: 58.32M, Short Interest: 17.82%, Days to Cover: 3.53, Sales Y/Y TTM: -0.14%, EPS Y/Y TTM: 66.71%, Earnings: Feb 18 BMO, Exchange: NASDAQ

Catalyst: Fifth consecutive quarter of margin expansion; 70% YoY revenue growth; FCF positive; guidance above consensus. Beat on Revs, EPS, Margins. Strong Battery Shipments. FCF Inflection.

"In 2025 we restored discipline, generated strong free cash flow, and rebuilt margins. In 2026 we are shifting decisively to offense." — CEO Shuki Nir

• Nexis platform commercial rollout — potential unit economics upgrade and market share acceleration

• AI data center power entry — undisclosed TAM but potentially significant given SEDG's DC/power optimizer expertise

Emerging theme, Strong Weekly and Daily chart if it can get some momentum here it can move for a sustained period.

RXT:  Palantir Partnership

Key Metrics: Industry Group: Software - Infrastructure, Market Cap: 250.91M, Float: 96.32M, Short Interest: 9.48%, Days to Cover: 5.69, Sales Y/Y TTM: -2.98%, EPS Y/Y TTM: 69.09%, Earnings: Feb 26 BMO, Exchange: NASDAQ

Catalyst: Rackspace Technology (RXT) and Palantir Technologies (PLTR) announced a strategic partnership to deploy and operate Palantir's Foundry and AIP platforms for enterprise customers. Rackspace will provide implementation services, data migration, cloud hosting, and managed operations. The partnership targets regulated industries requiring data sovereignty. Rackspace currently has 30 Palantir-trained engineers and claims a path to 250+ within 12 months.

Very oversold chart. Potential for this to squeeze today. Likely a 1 to 3 day play if it works. Market dependent. In a hot market this would be more than enough to go wild.

Delayed Reaction/Continuation Watchlist:

Monitoring:

• CMPS

Delayed Reaction Watchlist (TradingView Link)

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_{Note: This is my methodology for identifying stocks in play. There are many valid approaches to trading catalysts—find the setups, timeframes, and risk parameters that align with your strategy.}