Stocks in Play - 19th February 2026

Today in Focus: TALK

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: Nothing has changed since yesterday. Still below MAs. Bounce attempt yesterday without strong follow through.

Commentary: Watching VIX, Cautious of new positions. Still feel bullish and that we will go Red to Green later in the day on the indices. If not then that marks a notable failure.

Upcoming Earnings:
After Hours: HLIT, PLSE, ONTO, OPEN, VICR, INDI, HHH, TXRH, WKC, GH, WSC, RNG, ST, LYV, ARDX
Before Open: LAMR

Trade Updates:

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

In Play

TALK:  Strong Earnings & Guidance,

Key Metrics: Industry Group: Health Information Services, Market Cap: 720.61M, Float: 136.04M, Short Interest: 4.69%, Days to Cover: 5.03, Sales Y/Y TTM: 18.37%, EPS Y/Y TTM: 409.76%, Earnings: Feb 19 BMO, Exchange: NASDAQ

Catalyst: Revenue accelerated to +29% YoY in Q4, full-year Adj. EBITDA grew 127% to $15.8M, net income swung positive for second consecutive year, and 2026 guidance implies continued margin step-up. Payor pivot executing ahead of initial 2025 targets. Beat on Revs. Structural Pivot by the company from Consumer Revs to Payor Revs is working and accelerating. To me this constitutes a Turn Around Pivot.

Five Star Chart (Regardless of what happens save it in your Database). Strong Guidance. This has to be the main pick for me today. I am hoping that liquidity comes in early.

Secondary watches for me are RELY (Gapping out of downtrend, Strong results), OXY (Theme)

Delayed Reaction/Continuation Watchlist:

Monitoring:

• OXY

• RELY

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.}