Nvidia and Marvell Already Reported — Now It’s the Overlooked Names’ Turn

With Nvidia’s Wednesday blowout and Marvell’s Thursday report now digested, Friday’s calendar shifts to a genuinely different cast of characters — an oil tanker giant, a struggling Chinese retailer trading at a Strong Buy despite Strong Sell technicals, and a cluster of small-cap names still riding live catalysts from earlier this month. Here are 10 stocks to watch tomorrow, August 28, 2026.

1. Frontline plc (FRO) — Closed at $41.19, Reports Before Friday’s Open

Full Data Snapshot:

The Catalyst: Frontline, one of the world’s largest oil tanker operators, reports Q2 2026 results before Friday’s bell, with the stock trading well above both its 50-day and 200-day moving averages heading into the print — a technically constructive setup ahead of a report that will hinge heavily on spot tanker rates and global crude shipping demand trends.

Bull Case: Trading near the top of its 52-week range with both key moving averages sloping upward suggests genuine underlying strength in tanker rates, and any confirmation of continued elevated freight pricing could push shares toward a fresh 52-week high above $45.17.

Bear Case: Tanker rates are notoriously volatile and cyclical, and after such a strong run already priced into the stock, any softening in spot rates or oversupply concerns in the global tanker fleet could trigger a sharp pullback toward the 50-day moving average near $39.19.

Forecast: Watch for management commentary on Q3 rate bookings and fleet utilization; a confident forward outlook would support a push toward new highs, while cautious language on rate normalization could see the stock retest the $39 support zone.

2. Miniso Group (MNSO) — Trading Near $11.44, a Strong Buy With Strong Sell Technicals

Full Data Snapshot:

The Catalyst: Miniso reports its June-quarter and interim results before Friday’s open, presenting one of the more striking analyst-versus-technical divergences on this list — 14 analysts rate the lifestyle retailer a Strong Buy with a 78% implied upside target, even as every technical timeframe from daily to monthly flashes Strong Sell. BofA recently trimmed its price target to $17.50 from $20.40, and the company has been actively cancelling repurchased shares to trim outstanding equity across its dual listings.

Bull Case: A 12.17x P/E multiple looks cheap relative to the company’s historical growth rates, and continued buyback-driven share count reduction combined with a unanimous analyst Buy consensus suggests fundamental value that the market hasn’t yet recognized.

Bear Case: Persistent Strong Sell technical signals across every timeframe, combined with the stock trading well below both its 50-day and 200-day moving averages, indicate the market currently has little confidence in a near-term turnaround regardless of what analysts project on a 12-month horizon.

Forecast: With such a wide gap between bullish analyst sentiment and bearish technical signals, Friday’s actual results will likely be the tie-breaker — a genuine beat-and-raise quarter could finally reverse the technical downtrend, while another disappointment would validate the market’s current skepticism.

3. Archer Aviation (ACHR) — Still Trading Near $6.82 After Its Boeing Bombshell

Full Data Snapshot:

The Catalyst: Archer’s acquisition of Boeing’s Wisk Aero, SkyGrid, and Insitu units — handing Boeing a 19.75% equity stake in exchange — remains the defining story of the stock’s recent trading, transforming the company’s investment case from pure eVTOL speculation into a diversified aerospace-and-defense platform anchored by Insitu’s $200 million-plus in profitable annual revenue.

Bull Case: A major aerospace prime effectively validating Archer’s business model by trading real operating assets for equity remains a powerful signal, and sustained trading above the $7.00 psychological level would confirm the market views this as a durable re-rating.

Bear Case: The stock remains up nearly 50% over the past month with full audited financials on the acquired Boeing units still pending — any integration disappointment or delay in realizing the promised synergies risks a “show me” reversal.

Forecast: Watch whether ACHR can close decisively above $7.00; a confirmed breakout would open a path toward retesting higher resistance levels, while a fade back below $6.13 support would suggest the initial deal euphoria is fully priced in.

4. Joby Aviation (JOBY) — Near $7.47 as the Dubai Launch Clock Ticks

Full Data Snapshot:

The Catalyst: Joby continues mirroring Archer’s defense pivot — its $500 million Resonant Sciences acquisition and expanding Strix defense platform run in parallel with an imminent Dubai commercial passenger air-taxi launch, giving the company two simultaneous, high-visibility catalysts heading into the fall.

Bull Case: With over $2.6 billion in liquidity and multiple paths to a positive surprise, Joby’s bull case (targeting $15-17 per 24/7 Wall St.) hinges on 2026 milestones landing on schedule, starting with the Dubai launch.

Bear Case: A -43% year-to-date performance despite all this deal-making activity shows persistent market skepticism, and continued heavy cash burn keeps dilution risk squarely on the table regardless of headline catalysts.

Forecast: The Dubai service launch remains the single most important catalyst to watch; a successful, revenue-generating commercial debut would be the clearest signal yet that Joby’s narrative is converting into real operating results.

5. Kratos Defense & Security Solutions (KTOS) — Riding Its Contract-Fueled Rally Near $63

Full Data Snapshot:

The Catalyst: Kratos’s string of defense contract wins — a fresh Army contract followed by a Missile Defense Agency joint flight experiment role — continues to underpin one of the sector’s more sustained recent rallies, with Jefferies and JPMorgan both maintaining Buy ratings.

Bull Case: Consistent, verifiable contract wins rather than pure speculation continue driving the stock, which remains well below its 52-week high of $134, leaving genuine room to run if defense order flow persists into the fall.

Bear Case: After a 31% multi-day move, the stock is statistically overdue for consolidation, and Stifel’s recent target trim — even while maintaining its Buy rating — signals some tempering of near-term enthusiasm.

Forecast: Watch whether KTOS holds above the $58 zone that marked this rally’s starting point; continued contract announcements would be needed to sustain momentum toward the $70+ level and beyond.

6. GoPro Inc. (GPRO) — Still Under $1, Sale Talks Unresolved

Full Data Snapshot:

The Catalyst: GoPro’s board-authorized strategic sale review remains in its “later stages” weeks after CEO Nicholas Woodman confirmed inbound interest spanning defense, consumer, and financial sector buyers — a story that continues without a formal resolution as August draws to a close.

Bull Case: Multi-sector buyer interest at a market cap this small gives shareholders real takeover-premium upside if a deal materializes at any reasonable multiple above the current sub-$1 share price.

Bear Case: The extended timeline without a signed agreement risks investor fatigue, and the core camera business continues showing revenue deterioration in the meantime, offering no fundamental floor if the sale process ultimately collapses.

Forecast: A formal 8-K filing disclosing a definitive agreement remains the single biggest catalyst to watch for; the longer this drags without resolution, the more skeptical the market is likely to grow.

7. SELLAS Life Sciences Group (SLS) — Waiting on a Binary AML Verdict

Full Data Snapshot:

The Catalyst: Continued institutional accumulation ahead of Sellas’s pivotal Phase 3 AML trial readout — including the New York State Common Retirement Fund’s 70% stake increase — suggests informed capital remains positioned for a potentially significant binary catalyst still to come.

Bull Case: Sustained institutional buying ahead of a binary clinical catalyst, paired with a healthy $138.3 million cash position, suggests the market sees genuine asymmetric upside in the pending trial outcome.

Bear Case: Biotech names with pending binary catalysts remain vulnerable to sharp sentiment-driven swings even without new data, and the absence of a confirmed readout date keeps uncertainty elevated heading into the fall.

Forecast: Watch for any updated trial timeline guidance; absent a confirmed date, expect continued speculative positioning rather than a data-driven move in the near term.

8. United States Antimony Corporation (UAMY) — A 984% Year, Still Running

Full Data Snapshot:

The Catalyst: UAMY’s $245 million Pentagon contract, tied to its Thompson Falls antimony smelter project, continues anchoring the stock’s extraordinary run as part of the broader U.S. critical minerals reshoring push away from Chinese-controlled supply chains.

Bull Case: A near-984% one-year run backed by a signed federal contract and 187% revenue growth gives UAMY one of the strongest fundamental-momentum combinations in the critical minerals trade.

Bear Case: Even bullish analysts flag the stock as roughly 21% overvalued after its run — meaning much of the good news may already be priced in, leaving limited room for further multiple expansion absent new catalysts.

Forecast: Watch for Thompson Falls smelter capacity ramp updates specifically; execution milestones rather than additional headlines will determine whether the current valuation premium holds through year-end.

9. Critical Metals Corp (CRML) — Goldman’s Rare Earth Thesis, Still in Play

Full Data Snapshot:

The Catalyst: Critical Metals continues drawing attention as Goldman Sachs’ “mine-to-magnet” integrated supply chain thesis gains traction, with the Tanbreez project in Southern Greenland positioned as a key scale asset within the broader domestic rare earth reshoring push.

Bull Case: Tanbreez’s scale, combined with Goldman’s structural integrated-supply-chain thesis, positions Critical Metals as a potential beneficiary if U.S. defense and EV manufacturers continue prioritizing non-Chinese mineral sources.

Bear Case: Declining FY2025 revenue growth even as the broader rare earth narrative strengthened highlights the persistent gap between exploration-stage promise and actual production revenue across much of this sector.

Forecast: Watch for updates on Tanbreez project financing or offtake agreements; concrete commercial progress would be the clearest signal the Goldman thesis is moving from theory toward execution.

10. Bitdeer Technologies Group (BTDR) — A Crypto-to-AI Compute Story Post-Earnings

Full Data Snapshot:

The Catalyst: Bitdeer reported second-quarter results earlier this month as part of its ongoing transition from a pure bitcoin mining operation toward AI and high-performance computing infrastructure hosting — a pivot mirroring the broader trend seen across crypto-mining peers repositioning for the AI data center buildout.

Bull Case: Successfully diversifying beyond bitcoin mining into AI/HPC hosting would give Bitdeer a more durable, less crypto-price-dependent revenue base, positioning it alongside other miners that have successfully made this transition.

Bear Case: The crypto-mining-to-AI-hosting pivot has proven challenging for several peers to execute cleanly, and Bitdeer’s success will depend heavily on securing meaningful long-term hosting contracts rather than just announcing the strategic intent.

Forecast: Watch for any new AI hosting contract announcements or capacity utilization updates in the weeks following its report, which would be the clearest evidence the pivot is generating real, durable revenue rather than remaining aspirational.

Quick-Reference Table: 10 Stocks to Watch on August 28

Sector Sentiment Snapshot and Forecast

Friday’s slate offers a genuinely diverse cross-section beyond the AI mega-cap headlines dominating this week’s news cycle: Frontline’s tanker-rate story and Miniso’s stark analyst-versus-technical divergence give two very different earnings-driven setups, while the defense-and-critical-minerals cluster (Kratos, US Antimony, Critical Metals) continues benefiting from sustained policy tailwinds that show no signs of fading. The parallel eVTOL-to-defense pivots at Archer and Joby remain one of the more compelling “watch the whole sector move together” stories of 2026, and GoPro’s unresolved sale process continues testing investor patience the longer it drags on without resolution. With Nvidia and Marvell’s mega-cap reports already digested earlier in the week, Friday’s action should offer a clearer read on whether capital continues rotating into these smaller, catalyst-rich names or reverts back toward mega-cap tech heading into the long weekend.

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Disclaimer: This publication is entirely for informational and journalistic purposes and does not constitute formal financial, investment, or legal advice. All market investments carry inherent risks of capital loss, and small-cap and low-priced securities carry substantially elevated volatility risk. Prices, technical levels, and figures cited reflect data available as of August 27, 2026 and are sourced from publicly available market data. Support and resistance levels are technical estimates derived from historical price action and are not guarantees of future performance. Always complete independent due diligence prior to executing equity trades.

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Kasia Davis

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