September 1, 2026

Happy Tuesday. Here’s what’s hot and what’s not in the eyes of our Zen Ratings today:

P.S. For more stocks making moves, check out our Zen Ratings Upgrades & Downgrades screener.

🔥 HOT: HF Sinclair (DINO) is capitalizing on a dramatically better refining environment. The evidence was clear in its most recent earnings: Q2 net income exploded to $892 million from $208 million a year earlier as adjusted refinery margins climbed 57% to $25.95 per barrel. Plus, operating cash flow reached $1.5 billion, giving the company room to return $265 million to shareholders and lift its quarterly dividend 5%. 

And yet another catalyst may be waiting. HF Sinclair intends to spin off its Lubricants & Specialties business as an independent public company, potentially creating a more capital-light operation with steadier free cash flow. Across the 115-factor Zen Rating review, DINO earns an A (Strong Buy). Its underlying Component Grades reveal balanced strength: A grades for AI, Financials, Growth, and Momentum plus B's for Value and Sentiment. That's about as complete a profile as this model produces: surging profits now, substantial capital returns, real price strength, and a restructuring that could surface additional value. 

🥶 NOT: Crypto exchange Coinbase (COIN) should be thriving right now. Bitcoin jumped roughly 30% in August and recently pushed back $80,000 ... precisely the environment that normally floods the platform with traders. However, Coinbase’s latest earnings told a different story: transaction revenue fell more than 20% year over year, subscription and services revenue slid around 12%, and the company booked a third straight quarterly loss, including $359.5 million in the red for Q2. 

That disconnect is the warning. COIN earns an F (Sell) in the Zen Ratings, with F's for Momentum and Sentiment alongside a D for Value and Safety. Even with crypto itself heating up, the model sees weak price behavior, deteriorating investor confidence, an unappealing valuation, and elevated risk. When a business can't look attractive during a Bitcoin rally, caution is the reasonable response. 

🔥 HOT: Shares of … Keep reading here

A MESSAGE FROM OUR PARTNERS

Multiple nuclear stocks surged over the past year as cash flow jumped, contracts expanded, and uranium demand tightened.

Our analysts believe the next phase of the move is still ahead.

7 Top Nuclear Stocks to Buy Now reveals the companies positioned across the sector - from high-growth uranium and next-generation reactor plays to steadier, contract-backed nuclear services names.

You can get the full list COMPLIMENTARY today - access your copy before it disappears behind the paywall.*

*Our partners help make this newsletter possible.

Before we go, a reminder that something cool is coming up on Monday: Our next Live training with our Editor-in-Chief, a completely complimentary event where he offers his market commentary and latest Trade of the Week. Gain access now.

Note: This article does not provide investment advice. The stocks mentioned should not be taken as recommendations. Your investments are solely your decisions.

This newsletter was written by the WallStreetZen team and edited by Jessie Moore. Writers of this newsletter may hold positions in some of the stocks mentioned. 

Got feedback? You can reply to this email.