Bargain Bin Scan
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Bargain Bin Scan
raw scan snapshot — prices as of scan date, not live 113 rows · screens, not recommendations superseded by2026-04-26-bargain-binported fromresearch/classic/scans/_archive/2026-02-22-bargain-bin.mdscan slugbargain-binsource typescan-archive
Great companies. Bad prices.
Filter: Quality mega/large-cap + RSI < 30 + below SMA 20. Cross-sector.
17 names on sale (vs 17 on 2026-02-16). Roster shifted: ORCL, SAP, META newly dropped in. MSFT and GOOGL partially recovered. ISRG and PYPL remain at extreme lows.
What Changed Since 2026-02-16
| Stock | Feb 16 RSI | Feb 22 RSI | Feb 16 Price | Feb 22 Price | Change |
|---|---|---|---|---|---|
| MSFT | 25 | 30.7 | $401.32 | $397.23 | Exited — RSI above 30 |
| GOOGL | 23 | 32.1 | $305.72 | $314.98 | Exited — RSI above 30 |
| ORCL | — | 15 | — | $152.95 | NEW — Hard crash |
| SAP | — | 24 | — | $196.98 | NEW — Dragged down |
| META | — | 26 | — | $655.66 | NEW — Pullback from highs |
| INTU | 11 | 17.6 | $399.40 | $380.55 | Worsening — deeper drop |
| NOW | 24 | 24.4 | $102.63 | $102.63 | Flat — no recovery |
| ISRG | 9 | 8.8 | $476.32 | $476.32 | Flat — still extreme |
| PYPL | 13 | 12.8 | $40.29 | $40.29 | Flat — still extreme |
| WDAY | 20 | 20.8 | $144.42 | $137.81 | Worsening |
| ZS | 23 | 23.1 | $169.39 | $169.39 | Flat |
| TMO | 5 | 19.2 | $504.82 | $510.93 | Slight bounce but still oversold |
On Sale (17 names)
| Rank | Stock | Price | RSI | vs SMA20 | 7D Chg | 30D Chg | Sector | Why It's Great | Conviction | New? |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ISRG | $476.32 | 9 ↓ | -9.7% | -5.5% | -19.6% | Med Devices | Surgical robotics monopoly. 80%+ market share. Da Vinci unchallenged. | 🟢 Highest | Returning |
| 2 | PYPL | $40.29 | 13 ↓ | -17.0% | -2.1% | -30.1% | Fintech | Payments giant. 400M+ accounts. Venmo. Braintree. | 🟡 Medium | Returning |
| 3 | ORCL | $152.95 | 15 ↓ | -16.0% | -11.5% | -20.4% | Enterprise | Oracle Cloud surging. $50B+ revenue. Database monopoly. | 🟢 High | NEW |
| 4 | INTU | $380.55 | 18 ↓ | -15.9% | -4.7% | -27.5% | SaaS | TurboTax/QuickBooks monopoly. Tax season in full swing. | 🟢 Highest | Returning |
| 5 | NFLX | $80.78 | 19 ↓ | -6.8% | -4.6% | -11.7% | Streaming | 300M+ subscribers. Ad tier accelerating. Content moat. | 🟡 Medium | Returning |
| 6 | TMO | $510.93 | 19 ↓ | -8.2% | +1.2% | -19.7% | Life Sciences | Lab equipment monopoly. $45B revenue. GLP-1 tailwinds. | 🟢 Highest | Returning |
| 7 | WDAY | $137.81 | 21 ↓ | -14.9% | -4.6% | -24.9% | SaaS | Enterprise HR/finance. High switching costs. 95%+ retention. | 🟢 High | Returning |
| 8 | NOW | $102.63 | 24 ↓ | -19.4% | -12.3% | -31.1% | SaaS | IT workflow monopoly. 99% renewal rate. $10B ARR path. | 🟢 High | Returning |
| 9 | SAP | $196.98 | 24 ↓ | -14.3% | -16.6% | -18.1% | Enterprise | Global ERP king. 400K customers. Cloud transition underway. | 🟢 High | NEW |
| 10 | ZS | $169.39 | 23 ↓ | -18.1% | -15.3% | -23.7% | Cybersecurity | Zero-trust cloud security leader. $2.6B ARR. | 🟡 Medium | Returning |
| 11 | AMZN | $210.11 | 25 ↓ | -5.2% | +5.7% | -9.2% | Big Tech | AWS + e-commerce monopoly. $600B revenue. AI capex winner. | 🟢 Highest | Returning |
| 12 | DPZ | $384.61 | 26 ↓ | -2.8% | +2.4% | -3.6% | Consumer | Pizza franchise machine. 20K+ stores. Unit economics unmatched. | 🟡 Medium | Returning |
| 13 | META | $655.66 | 26 ↓ | -2.2% | +2.5% | +6.9% | Big Tech | Social media monopoly. Llama AI. $160B+ revenue. Ad machine. | 🟢 Highest | NEW |
| 14 | CRM | $185.16 | 27 ↓ | -7.8% | -2.4% | -16.5% | SaaS | CRM market king. $35B revenue. Agentforce AI cycle ahead. | 🟢 High | Returning |
| 15 | OKTA | $81.64 | 28 ↓ | -9.5% | -10.0% | -6.9% | Cybersecurity | Identity/access management leader. Breach recovery complete. | 🟡 Medium | Returning |
| 16 | UNH | $293.19 | 29 ↓ | -2.8% | +6.3% | -12.5% | Healthcare | Largest US health insurer. $370B revenue. Regulatory overhang. | 🟡 Medium | Returning |
| 17 | ADBE | $269.39 | 30 ↓ | -10.2% | -8.1% | -19.8% | SaaS | Creative cloud monopoly. PDF standard. Firefly AI integration. | 🟢 High | Returning |
NOT On Sale (Quality, But Full Price)
| Stock | Price | RSI | vs SMA20 | Status |
|---|---|---|---|---|
| MSFT | $397.23 | 30.7 | -5.6% | ➡️ Just exited oversold — borderline |
| GOOGL | $314.98 | 32.1 | -2.6% | ➡️ Recovering — watch for re-entry |
| LLY | $1,009.52 | 46.6 | -2.5% | ➡️ Slight dip, not oversold |
| AAPL | $264.58 | 54.2 | -0.1% | ➡️ Neutral |
| NVDA | $189.82 | 48.8 | +1.9% | ➡️ Neutral |
| AMD | $200.15 | 33.7 | -10.2% | 🟡 Approaching — watch |
| TSLA | $411.82 | 38.9 | -2.0% | 🟡 Pullback |
| DIS | $105.45 | 42.1 | -3.1% | 🟡 Pullback |
| SNOW | $172.50 | 39.6 | -6.6% | 🟡 Pullback |
| PANW | $166.95 | 33.1 | -3.7% | 🟡 Approaching |
| V | $314.08 | 39.7 | -3.8% | 🟡 Pullback |
| MA | $518.36 | 45.7 | -3.4% | 🟡 Slight dip |
| PLTR | $135.24 | 42.2 | -6.3% | 🟡 Pullback |
| JPM | — | — | — | Data missing |
| GS | — | — | — | Data missing |
| BRK-B | — | — | — | Data missing |
| SPGI | — | — | — | Data missing |
| CME | — | — | — | Data missing |
| DE | — | — | — | Data missing |
| HON | — | — | — | Data missing |
| UPS | — | — | — | Data missing |
| TTD | — | — | — | Data missing |
| BKNG | — | — | — | Data missing |
| KO | $79.84 | 72.0 | +4.0% | 🔴 Overbought |
| MCD | $329.23 | 71.0 | +2.3% | 🔴 Extended |
| JNJ | $242.49 | 75.6 | +3.0% | 🔴 Way overpriced |
| CAT | $704.14 | 71.4 | +9.9% | 🔴 Extended |
| GE | $315.41 | 69.0 | +2.3% | ⚠️ Near overbought |
| PEP | $164.94 | 66.8 | +3.0% | ⚠️ Full price |
| LOW | $280.36 | 66.0 | +1.1% | ⚠️ Full price |
| SBUX | $97.49 | 64.1 | +2.1% | ⚠️ Full price |
| COST | $985.27 | 63.1 | +0.3% | ⚠️ Fair value |
| CEG | $294.84 | 56.6 | +5.6% | ⚠️ Above SMA |
| RTX | $204.92 | 58.1 | +2.9% | ➡️ Fair value |
| ABBV | $224.81 | 52.2 | +0.5% | ➡️ Fair value |
| ANET | $141.59 | 48.2 | +2.4% | ➡️ Neutral |
| AVGO | $332.65 | 50.7 | +0.9% | ➡️ Neutral |
| ASML | $1,469.59 | 56.8 | +3.6% | ➡️ Slight premium |
| HD | $382.25 | 57.3 | -0.2% | ➡️ Near fair value |
| NKE | $65.40 | 60.9 | +3.2% | ⚠️ Slight premium |
| LULU | $187.30 | 59.7 | +4.7% | ⚠️ Recovered |
| MRVL | $79.48 | 51.4 | -0.1% | ➡️ Neutral |
| WMT | $122.99 | 55.2 | -1.5% | ➡️ Slight dip |
| QCOM | $142.88 | 38.0 | -1.8% | 🟡 Slight pullback |
| NET | $177.14 | 49.9 | -2.8% | ➡️ Neutral |
Bargain Scorecard (Quality x Discount)
Best deals ranked by quality tier and depth of discount:
| Stock | Quality Tier | RSI | vs SMA20 | 30D Chg | Bargain Score | Entry Zone |
|---|---|---|---|---|---|---|
| ISRG | Monopoly — surgical robotics | 9 | -9.7% | -19.6% | A+ | $455–480 |
| INTU | Monopoly — tax/accounting SaaS | 18 | -15.9% | -27.5% | A+ | $370–390 |
| AMZN | Monopoly — AWS + e-commerce | 25 | -5.2% | -9.2% | A+ | $200–215 |
| ORCL | Market leader — enterprise cloud | 15 | -16.0% | -20.4% | A | $148–158 |
| TMO | Monopoly — life sciences tools | 19 | -8.2% | -19.7% | A | $495–520 |
| NOW | Monopoly — IT workflows | 24 | -19.4% | -31.1% | A | $98–108 |
| META | Monopoly — social/ad platform | 26 | -2.2% | +6.9% | A- | $635–660 |
| CRM | Market leader — enterprise CRM | 27 | -7.8% | -16.5% | A- | $180–190 |
| SAP | Market leader — global ERP | 24 | -14.3% | -18.1% | A- | $190–202 |
| WDAY | High moat — HR/finance SaaS | 21 | -14.9% | -24.9% | B+ | $133–142 |
| ZS | High moat — zero trust security | 23 | -18.1% | -23.7% | B+ | $163–172 |
| ADBE | Monopoly — creative cloud | 30 | -10.2% | -19.8% | B+ | $263–272 |
| NFLX | Market leader — streaming | 19 | -6.8% | -11.7% | B | $78–85 |
| PYPL | Market leader — digital payments | 13 | -17.0% | -30.1% | B | $38–42 |
| OKTA | Market leader — identity | 28 | -9.5% | -6.9% | B | $79–84 |
| DPZ | Market leader — pizza franchise | 26 | -2.8% | -3.6% | B- | $375–390 |
| UNH | Market leader — health insurance | 29 | -2.8% | -12.5% | B- | $285–298 |
Entry Zones for Top Picks
EXTREME OVERSOLD (RSI < 15) — Capitulation Territory
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| ISRG | $476.32 | <$480 | 9 ↓ | -19.6% | ✅ Strong Buy | RETURNING. Surgical robotics monopoly. RSI unchanged from Feb 16 — no bounce yet. Falling knife risk but quality is extreme. |
| PYPL | $40.29 | <$42 | 13 ↓ | -30.1% | 📈 Accumulate | RETURNING. -30% in 30 days. Venmo + Braintree still dominant. Turnaround thesis. Speculative tier. |
| ORCL | $152.95 | <$158 | 15 ↓ | -20.4% | ✅ Strong Buy | NEW. Oracle Cloud hyper-scaling. Earnings shock drop? -$11.5% in 7 days. Database moat intact. Best new entry. |
OVERSOLD (RSI 15–30) — Strong Entry Zone
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| INTU | $380.55 | <$390 | 18 ↓ | -27.5% | ✅ Strong Buy | RETURNING. Tax season tailwind ignored by market. TurboTax monopoly. Deeper than Feb 16. |
| NFLX | $80.78 | <$85 | 19 ↓ | -11.7% | 📈 Accumulate | RETURNING. Ad tier + password sharing crackdown driving revenue. RSI bounce from prior low. |
| TMO | $510.93 | <$520 | 19 ↓ | -19.7% | ✅ Strong Buy | RETURNING. RSI recovered from extreme 5 (Feb 16) to 19. First bounce signal. GLP-1 research tailwind. |
| WDAY | $137.81 | <$142 | 21 ↓ | -24.9% | 📈 Accumulate | RETURNING. Enterprise HR lock-in, -25% 30D, still selling off. DCA zone. |
| SAP | $196.98 | <$202 | 24 ↓ | -18.1% | 📈 Accumulate | NEW. Global ERP leader -18% in 30 days. Cloud transition narrative under pressure. Entry zone. |
| NOW | $102.63 | <$108 | 24 ↓ | -31.1% | ✅ Strong Buy | RETURNING. -31% in 30 days, unchanged from Feb 16. 99% renewal rate. Monopoly at extreme discount. |
| ZS | $169.39 | <$172 | 23 ↓ | -23.7% | 📈 Accumulate | RETURNING. Zero-trust secular tailwind intact. -24% in 30 days. Cybersecurity still essential. |
| AMZN | $210.11 | <$215 | 25 ↓ | -9.2% | ✅ Strong Buy | RETURNING. AWS AI capex beneficiary. Slight bounce off Feb 16. Still well below SMA. |
| META | $655.66 | <$660 | 26 ↓ | +6.9% | 📈 Accumulate | NEW. Only name on the list with positive 30D. Pullback from highs, not a breakdown. Llama AI optionality. |
| CRM | $185.16 | <$190 | 27 ↓ | -16.5% | 📈 Accumulate | RETURNING. Agentforce AI cycle beginning. Enterprise CRM lock-in. -17% 30D. |
| OKTA | $81.64 | <$84 | 28 ↓ | -6.9% | 🔍 Watch | RETURNING. Identity management needed, but breach overhang lingers. Needs catalyst. |
| UNH | $293.19 | <$298 | 29 ↓ | -12.5% | 🔍 Watch | RETURNING. Regulatory/political risk elevated. Bouncing off low. Watch for stabilization. |
| ADBE | $269.39 | <$272 | 30 ↓ | -19.8% | 📈 Accumulate | RETURNING. Firefly AI underappreciated. Creative cloud monopoly at -20% 30D. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ✅ STRONG BUY | ORCL, ISRG, INTU, NOW, AMZN, TMO | RSI < 20, monopoly-grade, extreme discount |
| 📈 ACCUMULATE | WDAY, SAP, ZS, META, CRM, NFLX, PYPL, ADBE | RSI < 30, high moat, DCA opportunity |
| 🔍 WATCH | OKTA, UNH, MSFT, GOOGL, AMD | Near oversold or recovering — set alerts |
| 🟡 NEUTRAL | TSLA, DIS, SNOW, V, PLTR, CRWD | Pulling back but not yet in zone |
| ⚠️ AVOID | MCD, JNJ, KO, CAT, GE | RSI 68–76, overbought — don't chase |
| ⚠️ FULL PRICE | PEP, LOW, SBUX, COST, CEG | RSI 56–67, fair-to-full value |
Summary
17 of 70 quality names (24%) are currently on sale — same count as Feb 16 but the roster shifted.
The biggest development: ORCL dropped hard this week (RSI 15, -11.5% in 7 days, -20% in 30 days) and is the best new entry. SAP and META also newly qualify. MSFT and GOOGL partially recovered and exited the scan.
The names that have NOT recovered since Feb 16 — NOW, ISRG, PYPL, ZS, INTU — are getting more extreme, not less. The broadest quality selloff continues.
Key contrast: META is the only name on the list showing positive 30D returns (+6.9%) — it's a pullback-on-strength, not a breakdown like the others.
Scan universe: 70 mega/large-cap quality names. Filter: RSI < 30 + below SMA 20. Date: 2026-02-22.
Related
10 eventsNo direct external sources are attached to this read.