Bargain Bin Scan
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Bargain Bin Scan
raw scan snapshot — prices as of scan date, not live 101 rows · screens, not recommendations superseded by2026-04-26-bargain-binported fromresearch/classic/scans/_archive/2026-02-26-bargain-bin.mdscan slugbargain-binsource typescan-archive
Great companies. Bad prices.
Filter: Quality mega/large-cap + RSI < 40 as interesting, RSI < 30 as oversold. Cross-sector.
Mixed recovery: ISRG (RSI 9) and NFLX (RSI 19) remain at extreme lows. WDAY (RSI 29) and OKTA (RSI 28) newly deep. GOOGL back oversold (RSI 29). PYPL bounced hard to RSI 66 — EXIT bargain bin. Broad SaaS still wrecked (INTU -30.7% 30D).
What Changed Since 2026-02-22
| Stock | Feb 22 RSI | Feb 26 RSI | Feb 22 Price | Feb 26 Price | Change |
|---|---|---|---|---|---|
| PYPL | 13 | 66.1 | $40.29 | $44.72 | Exited — massive bounce |
| CRM | 27 | 57.3 | $185.16 | $198.15 | Recovering — exited oversold |
| NOW | 24 | 56.7 | $102.63 | $107.57 | Recovering — exited oversold |
| META | 26 | 44.3 | $655.66 | $656.98 | Recovering — near exit |
| GOOGL | 32 | 28.8 | $314.98 | $306.33 | Returned — newly oversold |
| INTU | 18 | 34.6 | $380.55 | $389.33 | Partial bounce — still below 40 |
| WDAY | 21 | 29.0 | $137.81 | $138.57 | Still oversold, flat |
| ISRG | 9 | 8.8 | $476.32 | $476.32 | Still extreme — no bounce |
| NFLX | 19 | 18.9 | $80.78 | $80.78 | Still extreme — flat |
| OKTA | 28 | 28.3 | $81.64 | $81.64 | Still oversold, flat |
| UNH | 29 | 28.7 | $293.19 | $293.19 | Still oversold |
| ZS | 23 | 23.1 | $169.39 | $169.39 | Still oversold — worsening |
| ADBE | 30 | 30.0 | $269.39 | $269.39 | Right at 30 threshold |
| ORCL | 15 | 15.2 | $152.95 | $152.95 | Still extreme — no recovery |
RSI < 30 — Oversold (On Sale)
| Rank | Stock | Price | RSI | vs SMA20 | 7D Chg | 30D Chg | Sector | Why It's Great | Conviction |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISRG | $476.32 | 9 ↓ | -9.7% | -9.3% | -19.7% | Med Devices | Surgical robotics monopoly. 80%+ market share. Unchallenged. | 🟢 Highest |
| 2 | ORCL | $152.95 | 15 ↓ | -16.0% | -13.7% | -20.4% | Enterprise | Oracle Cloud hyper-scaling. $50B+ revenue. Database monopoly. | 🟢 High |
| 3 | NFLX | $80.78 | 19 ↓ | -6.8% | -6.2% | -11.7% | Streaming | 300M+ subscribers. Ad tier accelerating. Content moat. | 🟡 Medium |
| 4 | ZS | $169.39 | 23 ↓ | -18.1% | -22.9% | -23.7% | Cybersecurity | Zero-trust cloud leader. $2.6B ARR. Secular tailwind. | 🟡 Medium |
| 5 | SAP | $196.98 | 25 ↓ | -14.3% | -14.8% | -18.1% | Enterprise | Global ERP king. 400K customers. Cloud migration underway. | 🟢 High |
| 6 | AMZN | $206.73 | 34 ↓ | -3.8% | +2.8% | -13.3% | Big Tech | AWS + e-commerce monopoly. AI capex beneficiary. | 🟢 Highest |
| 7 | GOOGL | $306.33 | 29 ↓ | -4.0% | +1.4% | -8.1% | Big Tech | Search monopoly. YouTube. Gemini AI. Cloud #3. | 🟢 Highest |
| 8 | UNH | $293.19 | 29 ↓ | -2.8% | +6.3% | -12.5% | Healthcare | Largest US health insurer. $370B revenue. | 🟡 Medium |
| 9 | WDAY | $138.57 | 29 ↓ | -8.0% | -3.2% | -27.4% | SaaS | Enterprise HR/finance. High switching costs. 95%+ retention. | 🟢 High |
| 10 | OKTA | $81.64 | 28 ↓ | -9.5% | -10.0% | -6.9% | Cybersecurity | Identity/access management leader. Breach recovery complete. | 🟡 Medium |
RSI 30-40 — Approaching Oversold (Interesting)
| Rank | Stock | Price | RSI | vs SMA20 | 7D Chg | 30D Chg | Sector | Notes |
|---|---|---|---|---|---|---|---|---|
| 11 | INTU | $389.33 | 34.6 | -6.4% | +2.7% | -30.7% | SaaS | TurboTax/QuickBooks monopoly. Was RSI 18 — bouncing but still weak |
| 12 | ADBE | $269.39 | 30.0 | -10.2% | -9.4% | -19.8% | SaaS | Creative cloud monopoly. Right at 30 threshold |
| 13 | PANW | $166.95 | 33.1 | -3.8% | +0.1% | -12.6% | Cybersecurity | Zero-trust leader, -12.6% 30D, near oversold |
| 14 | TMO | $515.03 | 32.2 | -3.8% | +2.7% | -17.8% | Life Sciences | Lab equipment monopoly. Recovering from RSI 19 lows |
| 15 | ABNB | $131.31 | 34.6 | -2.1% | -1.9% | -3.4% | Travel | Airbnb approaching watch zone |
| 16 | UBER | $80.84 | 35.0 | -3.1% | -2.1% | +0.1% | Travel/Tech | Approaching watch zone |
| 17 | V | $314.08 | 39.7 | -3.8% | -4.6% | -4.4% | Fintech | Payments network, mild pullback |
| 18 | DIS | $105.45 | 42.1 | -3.1% | -1.5% | -7.1% | Entertainment | Disney pulling back — watch zone |
| 19 | CRWD | $429.64 | 38.5 | -1.0% | +3.4% | -6.7% | Cybersecurity | Approaching watch zone |
| 20 | LOW | $264.70 | 41.4 | -4.3% | -5.9% | -4.8% | Home Impr. | Below SMA, mild pullback |
NOT On Sale (Full Price or Overbought)
| Stock | Price | RSI | vs SMA20 | Status |
|---|---|---|---|---|
| PYPL | $44.72 | 66.1 | +2.5% | ✅ Exited — massive bounce from RSI 13 |
| CRM | $198.15 | 57.3 | +2.7% | ➡️ Recovered — exited oversold |
| NOW | $107.57 | 56.7 | +0.6% | ➡️ Recovered — exited oversold |
| TSLA | $407.18 | 55.5 | -1.8% | ➡️ Neutral |
| AAPL | $271.98 | 46.7 | +1.4% | ➡️ Neutral |
| NVDA | $185.57 | 63.3 | -0.6% | ➡️ Neutral |
| META | $656.98 | 44.3 | -1.4% | 🟡 Slight dip — approaching |
| MSFT | $401.58 | 56.2 | -0.8% | ➡️ Recovering from oversold |
| AMD | $203.49 | 56.9 | -4.6% | ➡️ Neutral |
| AVGO | $313.30 | 51.4 | -4.8% | ➡️ Neutral |
| MRVL | $77.86 | 58.4 | -1.3% | ➡️ Neutral |
| ANET | $141.59 | 48.2 | +2.4% | ➡️ Neutral |
| QCOM | $145.41 | 69.0 | +1.3% | ⚠️ Near overbought |
| SNOW | $169.70 | 57.4 | -3.1% | ➡️ Neutral |
| DDOG | $114.28 | 56.1 | -3.8% | ➡️ Neutral |
| NET | $173.33 | 55.6 | -2.7% | ➡️ Neutral |
| ABBV | $224.68 | 57.6 | -0.1% | ➡️ Fair value |
| LLY | $1,009.92 | 48.1 | -2.3% | ➡️ Slight dip |
| COST | $988.33 | 49.7 | +0.2% | ➡️ Fair value |
| WMT | $124.73 | 46.6 | -1.5% | ➡️ Slight dip |
| NKE | $64.16 | 54.9 | +1.3% | ➡️ Neutral |
| LULU | $185.43 | 63.7 | +4.4% | ⚠️ Extended |
| SBUX | $98.40 | 56.8 | +2.8% | ➡️ Fair value |
| DPZ | $396.53 | 51.9 | +0.6% | ➡️ Neutral |
| MCD | $334.72 | 66.8 | +2.6% | ⚠️ Full price |
| KO | $80.57 | 61.5 | +2.9% | ⚠️ Full price |
| JNJ | $242.36 | 60.4 | +1.6% | ⚠️ Full price |
| CEG | $319.71 | 82.1 | +12.4% | 🔴 Way overpriced |
| CAT | $704.14 | 71.4 | +9.9% | 🔴 Extended |
| ASML | $1,457.69 | 65.5 | +1.7% | ⚠️ Slight premium |
| RTX | $197.88 | 54.3 | -0.8% | ➡️ Fair value |
| HD | $377.62 | 46.0 | -1.2% | ➡️ Neutral |
| PLTR | $134.49 | 54.9 | -2.4% | ➡️ Neutral |
Bargain Scorecard (Quality x Discount)
| Stock | Quality Tier | RSI | vs SMA20 | 30D Chg | Bargain Score | Entry Zone |
|---|---|---|---|---|---|---|
| ISRG | Monopoly — surgical robotics | 9 | -9.7% | -19.7% | A+ | $455–480 |
| ORCL | Market leader — enterprise cloud | 15 | -16.0% | -20.4% | A | $148–158 |
| AMZN | Monopoly — AWS + e-commerce | 34 | -3.8% | -13.3% | A | $200–210 |
| GOOGL | Monopoly — search + cloud | 29 | -4.0% | -8.1% | A | $300–310 |
| WDAY | High moat — HR/finance SaaS | 29 | -8.0% | -27.4% | A- | $134–142 |
| SAP | Market leader — global ERP | 25 | -14.3% | -18.1% | A- | $190–200 |
| ZS | High moat — zero trust security | 23 | -18.1% | -23.7% | B+ | $163–172 |
| INTU | Monopoly — tax/accounting SaaS | 34.6 | -6.4% | -30.7% | B+ | $378–395 |
| ADBE | Monopoly — creative cloud | 30.0 | -10.2% | -19.8% | B+ | $263–272 |
| NFLX | Market leader — streaming | 19 | -6.8% | -11.7% | B | $78–85 |
| OKTA | Market leader — identity | 28 | -9.5% | -6.9% | B | $79–84 |
| PANW | High moat — zero trust | 33.1 | -3.8% | -12.6% | B | $162–170 |
| TMO | Monopoly — life sciences tools | 32.2 | -3.8% | -17.8% | B | $505–520 |
| UNH | Market leader — health insurance | 29 | -2.8% | -12.5% | B- | $285–298 |
Entry Zones for Top Picks
EXTREME OVERSOLD (RSI < 20) — Capitulation Territory
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| ISRG | $476.32 | <$480 | 9 ↓ | -19.7% | 🔍 Research | CAUTION: Insider selling -$282.2M at RSI 9. Monopoly quality but insiders exiting. Wait for insider buying signal. |
| ORCL | $152.95 | <$158 | 15 ↓ | -20.4% | ✅ Strong Buy | Oracle Cloud hyper-scaling, earnings shock drop, database moat intact. Best new setup. |
| NFLX | $80.78 | <$85 | 19 ↓ | -11.7% | ⚠️ Caution | CAUTION: -$1.3B insider selling at RSI 19. Ad tier growth intact but insiders not buying. |
OVERSOLD (RSI 20-30) — Strong Entry Zone
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| ZS | $169.39 | <$172 | 23 ↓ | -23.7% | ⚠️ Caution | Zero-trust thesis intact BUT insiders selling -$174.3M into dip. Tempers conviction. DCA only. |
| SAP | $196.98 | <$202 | 25 ↓ | -18.1% | 📈 Accumulate | Global ERP leader -18% 30D. Cloud transition narrative. No insider flags. Entry zone. |
| GOOGL | $306.33 | <$310 | 29 ↓ | -8.1% | 📈 Accumulate | Search monopoly re-entering oversold. Gemini AI. CAUTION: -$294M insider selling. |
| WDAY | $138.57 | <$142 | 29 ↓ | -27.4% | 📈 Accumulate | Enterprise HR lock-in, -27% 30D. High switching costs. No insider flags. DCA zone. |
| OKTA | $81.64 | <$84 | 28 ↓ | -6.9% | 🔍 Watch | Identity management needed, breach overhang lingers. Watch for stabilization. |
| UNH | $293.19 | <$298 | 29 ↓ | -12.5% | 🔍 Watch | Regulatory/political risk elevated. RSI bouncing off prior low. Watch for stabilization. |
APPROACHING OVERSOLD (RSI 30-40) — Watch Closely
| Stock | Current | Zone | RSI | 30D Chg | Action | Notes |
|---|---|---|---|---|---|---|
| INTU | $389.33 | <$395 | 34.6 | -30.7% | 📈 Accumulate | Bouncing from RSI 18 extreme. TurboTax monopoly. Tax season tailwind. Still in entry zone. |
| ADBE | $269.39 | <$272 | 30.0 | -19.8% | 📈 Accumulate | Creative cloud monopoly at -20% 30D. Firefly AI underappreciated. Right at threshold. |
| AMZN | $206.73 | <$212 | 34 | -13.3% | ✅ Strong Buy | AWS AI capex beneficiary. RSI 34 approaching oversold. CAVEAT: Bezos -$10.9B selling. |
| PANW | $166.95 | <$170 | 33.1 | -12.6% | 🔍 Watch | Zero-trust leader -13% 30D. Insider selling -$1.8B tempers conviction. Watch. |
| TMO | $515.03 | <$520 | 32.2 | -17.8% | 📈 Accumulate | Bouncing from extreme RSI 19. Life sciences monopoly. GLP-1 tailwind. Entry zone. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ✅ STRONG BUY | ORCL, AMZN | RSI <35, monopoly-grade, no insider exit signal |
| 📈 ACCUMULATE | SAP, GOOGL, WDAY, INTU, ADBE, TMO | RSI <35, high moat, DCA opportunity |
| ⚠️ CAUTION | ISRG, NFLX, ZS, PANW | RSI <30 but insider SELLING into dip |
| 🔍 WATCH | OKTA, UNH, META, CRWD, DIS, V | Near oversold or pulling back — set alerts |
| 🟡 NEUTRAL | TSLA, AAPL, NVDA, CRM, NOW, SNOW | Not in entry zone; fair value |
| ⚠️ AVOID | MCD, KO, JNJ, CEG, CAT, QCOM, LULU | RSI 60-82, overbought or full price |
Summary
10 names at RSI < 30 (oversold) and 10 more at RSI 30-40 (approaching). Key developments vs 02-22:
- PYPL massive bounce (RSI 13 → 66) — dip-buy worked perfectly; now exit bargain bin
- CRM, NOW recovered past RSI 30 — partial success
- GOOGL returned to oversold (RSI 29) — watch for re-entry
- ISRG and NFLX flat from 02-22 — both have insider SELLING; downgrade conviction
- INTU still deep at -30.7% 30D despite bouncing from RSI 18 to 35 — still attractive
Quality + Insider screen: ORCL and AMZN are best setups with no active insider-exit flags. ISRG and NFLX look oversold on RSI but insider data says avoid.
Scan universe: 70 mega/large-cap quality names. RSI < 40 filter. Date: 2026-02-26.
Related
10 events DateTypeEvent
Feb 22 ScanBargain Bin Scan Mar 11 ScanInsider Activity Scan Mar 3 ScanBargain Bin Scan May 29 ScanBargain Bin Scan Mar 3 ArticleMarket Status Report Mar 3 ArticleDaily Actions Mar 3 ScanInsider Activity Scan Mar 11 ScanTech Insider Buys Scan Feb 16 ScanBargain Bin Scan Feb 22 ArticleDaily Actions No direct external sources are attached to this read.