Stock Ratings / Financials / AIO / earnings

MFIC (40) AEF (43) PDX (49) FDUS (39) ⌘ Pro Terminal →

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) Next Earnings Date & Expected ±5% Move

$24.19 +0.62% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $24.17

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) carries a Roarable Rating of D (Sell) with 44/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D • SELL / AVOID Cap $830.7M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AIO Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Virtus Artificial Intelligence & Technology Opportunities Fund of (NYSE: AIO) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $24.19 (+0.62% 1D, market cap $830.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, AIO ranks #856 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AIO compare to MFIC and AEF in the Financials sector?

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Within the Financials sector (Finance/Investors Services), AIO carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MFIC (MidCap Financial Investment Corporation) holds a D- grade (40/100 RQD, P/E 13.6x, ROIC 4.8%, cap $856.7M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $898.6M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AIO?

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For Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #856 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $24.17 (-0.08%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.6% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D-

Each axis scored 0–20

12M PRICE TARGET CONE-6.3% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AIO)Realized 20D OHLCV Swing Band: ±5%

Deterministic 5-Pillar Attribution (44/100 Composite)

🔍 WHY AIO SCORES 44/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (30% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (25% of score)

SEC XBRL Trailing 12 Months: 0.6% FCF Margin ($23.3M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (50) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$25.20-6.7% Next Q

Q2 (-2Q)

Grade D$23.50-1.9% Next Q

Q3 (-1Q)

Grade D$23.05+4.9% Next Q

Current

Grade D$24.19-6.5% Hist 90D α

Trajectory: C- (52) → D (44)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a AIO Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While AIO currently carries a cautious 44/100 (D) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($24.84) and Max Pain ($25.40) forces dealer call-delta covering toward $30.03.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AIO• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “AIO Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”

YES 44%NO 56%Trade / Inspect Odds →

NEXT EST. WINDOW: Upcoming Quarter (~28 DAYS)

Historical OHLCV Volatility ±5% Swing Band

±$1.21 Expected Swing

MODEL EARNINGS SETUP GAUGE

AIO Quantitative Pre-Earnings Setup: 44/100

Trailing EPS: $4.25 • YoY Revenue Growth: 12.4%

Model Bullish Setup (44/100)Model Risk Weight (56/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AIO)

✓Walkthrough of AIO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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AIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -2.50%▼ DESCENDING CHANNEL

2026-11-02O $24.04H $24.19L $24.04C $24.19VOL 212.5K

RES: $25.18SUP: $22.63SMA50: $24.84SMA200: $24.69

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AIO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AIO Butterfly Map → + Track AIO →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AIO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AIO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for AIO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AIO)

Financials Rank #856 of 1096 ⚔️ MFIC vs AIO Full Matrix →

1. Head-to-Head Financials Peer Comparison (AIO vs. MFIC, AEF, PDX, FDUS)

Industry: Finance/Investors Services (37 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) ranks #856 by composite RQD confidence (44/100, grade D) and #592 by equity capitalization ($830.7M). Within this direct 5-issuer industry benchmark cohort, MFIC leads on earnings valuation at 13.6x trailing P/E, while MFIC leads on capital efficiency and profitability with 4.8% ROIC and — gross margin. PDX currently holds the highest overall quantitative score in the immediate peer group at 49/100 (D) compared with AIO at 44/100 (D).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
AIO ACTIVE Virtus Artificial Intelligence & Technology Opportunities Fund of	D	44/100	—	—	—	+0.62%	$830.7M	Benchmark Subject
MFIC MidCap Financial Investment Corporation	D-	40/100	13.6x	—	4.8%	+1.56%	$856.7M	/mfic-vs-aio →
AEF abrdn Emerging Markets ex-China Fund Inc.	D-	43/100	—	—	—	-0.71%	$898.6M	/aef-vs-aio →
PDX PIMCO Dynamic Income Strategy Fund of	D	49/100	—	—	—	+1.17%	$925.4M	/pdx-vs-aio →
FDUS Fidus Investment Corporation	D-	39/100	—	—	—	+1.83%	$737.8M	/fdus-vs-aio →

2. AIO Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) operates in Finance/Investors Services (Financials) with an equity capitalization of $830.7M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. AIO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AIO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does AIO compare to MFIC and AEF in the Financials sector?

What are the biggest fundamental strengths and SEC risk factors for AIO?

Where is AIO trading relative to its 50-day, 200-day, and 52-week technical levels?

AIO last traded at $24.19 (+0.62% on volume of 212,528 shares), positioning the stock -2.62% below its 50-day simple moving average ($24.84) and -2.03% below its 200-day simple moving average ($24.69). Across its 52-week range of $20.91 to $28.60, AIO sits at the 42.7% percentile with a 14-day RSI of 50.0 (NEUTRAL RANGE) and an implied next-earnings move of ±5.0% ($22.98 to $25.40).

AIO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is AIO's next earnings date?

Based on SEC filing cadence, Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO)'s next quarterly reporting window is estimated around Upcoming Quarter.

How much is AIO stock expected to move on earnings?

Volatility modeling currently projects a ±5% event move for AIO, spanning a range between $22.98 and $25.4.

Direct Sub-Reports: AIO RQD Cockpit AIO 12M Forecast AIO Earnings & Move AIO Dividends & DRIP AIO Insiders & 13F AIO Whale Options AIO Profit Sankey AIO News & Why