Fidelity has blurb on use of their stock screens to find investment opportunities.
Momentum investing has the advantage that stocks on the move are likely to respond faster.
For growth stocks screen can include share price increase for specified period, earnings growth rate, and PEG ratio. That makes it quite useful.
Usually stock screens give you a long list of stocks to weed through. This one is very on target. Usually it will find stocks you already know about but if you find new ones that meet your criteria it’s a plus.
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US stocks have taken a modest haircut thus far in June. The S&P 500 is down about 3% since the all-time high hit at the outset of the month as memory-chip worries, higher energy prices, and rate hike fears have threatened this bull market.1
But stocks have been resilient in 2026. Market breadth has broadly remained strong and unrelenting corporate earnings growth has underpinned stocks. If you think stocks will heat back up this summer, here are 3 screens using momentum, value, growth, and income to consider.
Momentum and value stocks
Despite the volatile June, US stocks have had momentum since the March 30 year-to-date bottom and are up 7% in 2026 so far. The top performing sectors have been energy, tech, industrials, and real estate, and there are reasons to think stocks in those sectors, as well as others, may continue to have momentum into the second half of the year.
Notably, value stocks have had more momentum this year and are on pace to outperform growth stocks for the first time since 2022. And with stocks trading near record highs, value may remain an important factor to consider.
If you are looking for stocks with momentum as well as those that might offer attractive value, here are the top 10 results from the Fidelity.com Stock Screener featuring stocks that are up at least 16.8% year to date, have a positive P/E-to-growth (PEG) ratio of 1.76 and below, and a 90-day daily volume average of at least 317.69K, sorted by market cap, as of June 25, 2026:
Taiwan Semiconductor (
TSM)
Micron (
MU)
Sandisk (
SNDK)
GE Vernova (
GEV)
Royal Bank of Canada (
RY)
Dell (
DELL)
Western Digital (
WDC)
Citigroup (
C)
Seagate Technology (
STX)
Toronto-Dominion Bank (
TD)
After you run a screen, you should evaluate the results and how they might impact your investment mix. For example, a consideration when adding individual stocks to your portfolio is concentration risk within a particular sector or industry. Most of these results are technology or financial services companies. You’d want to think about how adding any of these stocks might impact your overall investment mix and exposure to an individual sector.
Momentum and growth stocks
Of course, it’s been growth stocks—including the Magnificent 7—that have had the most momentum in recent years. That multiyear momentum has pushed valuations higher for many growth stocks. Some investors are closely eyeing this month’s slide that’s taken place predominantly among high-growth stocks for opportunities to go bargain hunting.
If you are looking for stocks with momentum that have also exhibited strong growth, here are the top 10 results from the Fidelity.com Stock Screener featuring stocks that are up at least 16.8% year to date with a 3-year cash flow growth rate of 26.34 and higher, a 3-to-5 year forward EPS long-term growth rate of 26.34 and higher, and a 90-day daily volume average of at least 317.69K, sorted by market cap, as of June 25, 2026:
GE Vernova (
GEV)
Marvell (
MRVL)
Mitsubishi (
MUFG)
Arista Networks (
ANET)
Amphenol (
APH)
Vertiv (
VRT)
Howmet Aerospace (
HWM)
Datadog (
DDOG)
Astera Labs (
ALAB)
ASM International (
ASMIY)
When running any screen, evaluate if the results appear to be in line with what you might expect. If the output isn’t generally what you expected and it doesn’t align with your goals and risk tolerance, you may want to consider adjusting the filters or running a different screen.
Momentum and income stocks
Recent inflation data has proffered a strong reason why investors may be particularly interested in seeking out income-generating investments to help pay for or offset rising costs across the economy. And income-oriented investors might also be interested in stocks that have exhibited momentum.
If you are looking for stocks that have momentum as well as those that feature attractive income characteristics, here are the top 10 results from the Fidelity.com Stock Screener featuring stocks that are up at least 16.8% year to date, have a dividend yield of at least 3.27%, and a 90-day daily volume average of at least 317.69K, sorted by market cap, as of June 25, 2026:
HSBC (
HSBC)
TotalEnergies (
TTE)
DBS Group (
DBSDY)
BNP Paribas (
BNPQF)
BNP Paribas (
BNPQY)
Rio Tinto (
RIO)
Altria (
MO)
The Bank of Nova Scotia (
BNS)
Canadian Natural Resources (
CNQ)
Equinor ASA (
EQNR)
Note that most of the output of this specific screen produces international results. You’ll want to fully understand the unique characteristics and risks of foreign companies. You’ll want to ensure that opportunities like these are appropriate for your goals and risk tolerance.
Stock screen tips
Some screening criteria may be more relevant for certain sectors, industries, and companies. With experience, you can adjust filters to set up screens that produce the type of results you may be looking for. You can also look at preset expert screens if you’d like to see how filters can be set up.
Regardless of your screening approach, more research is needed to determine if any screen result is right for you. You should fully understand the risks involved, and each investing opportunity should be considered within the context of a well-diversified investment strategy that conforms to your specific time horizon, objectives, and risk parameters.