3 Relative Price Strength Leaders That Investors Can't Ignore

Amid a market buoyed by the Fed's recent rate cut and dovish outlook, the article identifies three relative price strength leaders: Tutor Perini (TPC), RF Industries (RFIL), and A-Mark Precious Metals (AMRK). TPC and RFIL are highlighted for projected 2025 earnings growth of 220.8% and 422.2% respectively, alongside substantial annual share appreciation. While AMRK's shares declined 40.3% over the year, its 2026 earnings estimate increased 26.1%, indicating recent positive fundamental revisions despite broader price weakness.

Analysis

Against a backdrop of a dovish Federal Reserve, which recently cut rates by 25 basis points to a 4-4.25% range and signaled further reductions through 2027, the market is experiencing a period of high investor confidence. The article presents a relative price strength strategy to identify potential leaders, focusing on stocks with strong recent performance, positive analyst estimate revisions, and solid fundamentals (Zacks Rank #1, VGM Score of A or B). From this screen, two distinct profiles emerge. Tutor Perini (TPC) and RF Industries (RFIL) are presented as clear momentum plays, with shares appreciating 153.1% and 132.2% over the past year, respectively. This performance is underpinned by extremely bullish forward estimates: TPC's 2025 earnings are projected to grow 220.8% after a 106.6% upward revision, while RFIL's fiscal 2025 earnings are forecasted to surge 422.2%. In contrast, A-Mark Precious Metals (AMRK) represents a potential turnaround situation. Despite its stock declining 40.3% over the past year, it met the screen's criteria for recent momentum and displays strong fundamental signals, including a 26.1% upward revision for its fiscal 2026 earnings estimate, which is projected to grow 58.1% year-over-year.

Key Decisions for Investors

• For investors pursuing momentum strategies, Tutor Perini and RF Industries warrant consideration given their potent combination of triple-digit annual share price gains and significant upward revisions to already high earnings growth projections.
• A-Mark Precious Metals presents a distinct opportunity for those with a higher risk tolerance, as its strong fundamental signals, including an 'A' VGM score and a 26.1% upward earnings estimate revision, contrast sharply with its -40.3% annual stock performance, suggesting a potential fundamental inflection point not yet priced in by the broader market.
• Investors should monitor the Federal Reserve's forward guidance, as the bullish case for these momentum-sensitive names is partially predicated on the continuation of a supportive monetary policy environment.
• The screening methodology itself, which combines recent price outperformance with positive fundamental estimate revisions, can be used as a model to identify other potential opportunities in a market receptive to growth stories.