GROW NASDAQ Week ended 31 Jul 2026

Weekly Investor Report

US Global Investors Inc · Financial Services · Asset Management

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Latest close 2.86 USD
-2.4% latest week
Weekly setup

Mixed setup

The weekly trend is active. Price is 0.1% above the Trend Line and sits at 47.6% of its 52-week range. The latest completed week returned -2.4%, after a -9.0% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is mixed with 34/100 conviction, while the latest news-sentiment score is 56/100. Near-term considerations: earnings are due in 37d.

Setup score 43 out of 100
Latest Close 2.86 USD 31 Jul 2026
1W Return -2.4% latest completed week
4W Return -9.0% short-term follow-through
12W Return 9.8% quarterly tape
Trend Breadth 63.5% 33 of 52 weeks active
Volume Ratio 1.1x vs 13-week average
What is working
  • The trend backdrop is active with a 7-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • Next-week expectancy is negative at 36.67% based on similar historical setup states.
  • 2 reversal markers appear in the recent smart-money tape.
  • The share remains more than 20% below its 52-week high.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -2.4% Latest completed week; four-week move -9.0%. Indicator stack 59/54 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Negative 36.67% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Mixed 34/100 conviction; expected move 17.3%. News sentiment 56/100 35 relevant articles in the latest sentiment read. Event risk 37d Next report is scheduled for 08 Sep 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 0.1% above the Trend Line and sits at 47.6% of its 52-week range. The latest completed week returned -2.4%, after a -9.0% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 1.1x the 13-week average. Participation is around or above normal and provides reasonable confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.6912-week average 0.49

12-week confirmation

Trend active7/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure6/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership4/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.69Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers

No recent accumulation markers. 2 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is -9.0% over four weeks, 9.8% over 12 weeks, and 24.3% over one year. The current trend has remained active for 7 consecutive weeks.

Performance by holding period

1W-2.4%
4W-9.0%
12W9.8%
26W-12.7%
52W24.3%
Active trend streak7 weeks
Active weeks in one year33
Trend breadth63.5%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.36Latest activity-pressure read.
Pressure change-36.2%Four-week change in activity pressure.
Leadership-1.98Latest relative-leadership reading.
RS change-150.8%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength32/100Blend of value, momentum, and quality. Underlying universe rank 69; rank 1 is best.
Value42/100Relative valuation strength. Underlying universe rank 59; rank 1 is best.
Quality40/100Profitability and accounting quality. Underlying universe rank 61; rank 1 is best.
Momentum42/100Medium-term price momentum. Underlying universe rank 59; rank 1 is best.
Growth42/100Revenue and earnings growth. Underlying universe rank 59; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework95/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
11.5x
Price divided by trailing earnings.
Price / sales
3.4x
Market value relative to trailing revenue.
EV / EBITDA
3.0x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
4.6%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
64.9%
Gross profit retained from each unit of revenue.
Operating margin
35.8%
Operating profit retained from revenue.
Free-cash-flow margin
5.0%
Free cash flow generated from revenue.
Return on invested capital
14.6%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
21.3%
Latest one-year revenue growth.
EPS growth
-
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
2/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
3.3%
Cash dividends relative to market value.
Buyback yield
5.3%
Net share repurchases relative to market value.
Shareholder yield
8.6%
Dividend yield plus net buyback yield.
Net debt / EBITDA
-6.2x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

GROW shows mixed options pressure with a 34/100 conviction score, put-call volume ratio of n/a, expected move of 17.3%, and Sharemaestro trend signal active.

Conviction34/100
Expected move17.3%
Put/call volume
Pressure11
Speculation0
Volatility90
Trend agreement80
Open options detail
Insider activity20 / 0

20 acquisitions and 0 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment56/100

Weighted news tone is neutral across 35 relevant articles.

11 positive · 23 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings37dNext report is scheduled for 08 Sep 2026; event risk rises as the date approaches.
Options expected move17.3%Nearest-chain priced movement where available.
52-week drawdown-20.6%Distance below the 52-week high.
13-week volatility3.7%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher11 of 2614 weeks finished lower.
Best week+10.6%Week of 12 Jun.
Worst week-11.8%Week of 27 Mar.
Latest week-2.4%Week of 31 Jul.

Shape of recent returns

Strong gains5
Modest gains6
Flat weeks1
Modest losses9
Sharp losses5
Recent vol3.7%13-week weekly-return volatility.
Base vol5.7%52-week weekly-return volatility.
Up/down split23/27Count of positive and negative weeks in the 52-week window.
Average skew4.8% / -3.0%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape44/100

Trend, activity pressure, participation, and risk combine to a 44/100 tape read.

 Indicator analysis49/100

Latest 12-week confirmation: trend 7/12, activity pressure 6/12, relative leadership 4/12.

Activity pressure 0.69; 2 reversal markers Next-Week ExpectancyNegative 36.67%

Next-week expectancy is negative with a 36.67% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors38/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 11 SVQF95/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 39.5 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options54/100

GROW shows mixed options pressure with a 34/100 conviction score, put-call volume ratio of n/a, expected move of 17.3%, and Sharemaestro trend signal active.

Mixed · Options-market disagreement · Expected move 17.3% Sentiment56/100

Weighted news tone is neutral across 35 relevant articles.

U.S. Global Investors, Inc. Class A Revenue Breakdown – SWB:UGL Insiders20 / 0

20 acquisitions and 0 disposals in the latest 180-day insider tape.

 Earnings37d

Next report is scheduled for 08 Sep 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 20262.86 USD-2.4%2.86 USD2.50 USD0.36-1.98134.2KOn
24 Jul 20262.93 USD-0.7%2.84 USD2.50 USD0.470.9785.4KOn
17 Jul 20262.95 USD-1.7%2.83 USD2.50 USD0.610.0541.1KOn
10 Jul 20263.00 USD-4.4%2.81 USD2.50 USD0.71-2.4395.0KOn
3 Jul 20263.14 USD0.3%2.79 USD2.50 USD0.573.8971.8KOn
26 Jun 20263.13 USD1.3%2.76 USD2.49 USD0.294.51161.1KOn
19 Jun 20263.09 USD5.0%2.73 USD2.49 USD-0.11-1.49259.5KOn
12 Jun 20262.95 USD10.6%2.71 USD2.49 USD-0.46-3.78137.3KOff
5 Jun 20262.66 USD1.1%2.68 USD2.48 USD-0.66-11.07230.0KOff
29 May 20262.63 USD-1.9%2.67 USD2.48 USD-0.83-16.27101.4KOff
22 May 20262.68 USD2.7%2.67 USD2.48 USD-0.84-12.43132.1KOff
15 May 20262.61 USD0.3%2.66 USD2.48 USD-0.84-13.8491.5KOff
8 May 20262.61 USD-1.1%2.66 USD2.48 USD-0.79-14.5356.5KOff
1 May 20262.64 USD-0.7%2.66 USD2.48 USD-0.68-9.0775.1KOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.