Stock Ratings / Financials / AIO / forecast

MFIC (47) AEF (57) PDX (60) FDUS (44) ⌘ Pro Terminal →

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) 12-Month Stock Forecast & Price Target Cone

$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 C- (Hold) with 60/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $830.7M

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

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: Scores of 60/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.4% avg 90D alpha vs SPY • 53.5% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

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 B-

Each axis scored 0–20

12M PRICE TARGET CONE+0.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AIO)Realized 20D OHLCV Swing Band: ±5.1%

Deterministic 5-Pillar Attribution (60/100 Composite)

🔍 WHY AIO SCORES 60/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (25% of score)

FRED Regime × Technicals: 43% of 52W Range • RSI-14 at 45.8 (NEUTRAL RANGE)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (22% of score)

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

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution9/20 pts (-11 pt drag)

Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment

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

Q1 (-3Q)

Grade B-$25.43-9% Next Q

Q2 (-2Q)

Grade C+$23.15-1.5% Next Q

Q3 (-1Q)

Grade C+$22.81+6% Next Q

Current

Grade C-$24.19+0.4% Hist 90D α

Trajectory: B- (68) → C- (60)Full Audit →

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

⚔️ Adversarial Opposing Case: Why the AIO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 60/100 (C-) score, AIO faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Disciplined Float (-0.40% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($24.87) or 200D SMA ($24.68) invalidates the momentum regime and cuts Target Base ($24.41) toward Bear Floor ($19.04).

🎲 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 60%NO 40%Trade / Inspect Odds →

INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your AIO Position Size: $10,000

Shares at $24.19: 413.4 sh

$1,000$10,000$25,000$50,000$100,000

12M Bear Case FloorTarget $19.04

$7,871

$-2,129 (-21.3%)

12M Consensus BaseTarget $24.41

$10,091

+$91 (+0.9%)

12M Bull Case BreakoutTarget $30.03

$12,414

+$2,414 (+24.1%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (28 Desks)

Street Historical Accuracy: 64/100

● Strong Buy / Buy: 17● Hold: 9● Sell: 2

Wall Street Firm	Stance	12M Target	1Y Accuracy	Track Grade
Morgan StanleyInstitutional Equity Desk	HOLD	$25	74%	A
Goldman SachsSector Coverage Lead	BUY	$28	69%	B
JP MorganUS Large-Cap Research	HOLD	$22	58%	C

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

Scheduled RQD Strong Buys & Whale Accumulation Briefing (AIO Tape Review)

✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
✓Forensic Red-Light accounting & dilution traps to review on your watchlist
✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

AIO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -1.18%▼ DESCENDING CHANNEL

2026-10-30O $23.64H $24.19L $23.33C $24.19VOL 122.8K

RES: $25.21SUP: $22.65SMA50: $24.87SMA200: $24.68

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 #501 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 #501 by composite RQD confidence (60/100, grade C-) 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. AIO currently leads its immediate peer cohort in composite quantitative strength at 60/100 (C-).

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	C-	60/100	—	—	—	+0.62%	$830.7M	Benchmark Subject
MFIC MidCap Financial Investment Corporation	D	47/100	13.6x	—	4.8%	+1.56%	$856.7M	/mfic-vs-aio →
AEF abrdn Emerging Markets ex-China Fund Inc.	D+	57/100	—	—	—	-0.71%	$898.6M	/aef-vs-aio →
PDX PIMCO Dynamic Income Strategy Fund of	C-	60/100	—	—	—	+1.17%	$925.4M	/pdx-vs-aio →
FDUS Fidus Investment Corporation	D	44/100	—	—	—	+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?

As of 2026-11-01, Virtus Artificial Intelligence & Technology Opportunities Fund of (NYSE: AIO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 60/100 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 12/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, AIO ranks #501 in composite RQD confidence.

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

Within the Financials sector (Finance/Investors Services), AIO carries a Roarable C- (60/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, MFIC (MidCap Financial Investment Corporation) holds a D grade (47/100 RQD, P/E 13.6x, ROIC 4.8%, cap $856.7M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D+ grade (57/100 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).

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

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 #501 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and implied 5-year growth hurdle of 8.0%/yr. Institutional options positioning shows a 50% call / 50% put premium split.

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 -2.73% below its 50-day simple moving average ($24.87) and -1.99% below its 200-day simple moving average ($24.68). Across its 52-week range of $20.91 to $28.60, AIO sits at the 42.7% percentile with a 14-day RSI of 45.8 (NEUTRAL RANGE) and an implied next-earnings move of ±5.1% ($22.96 to $25.42).

AIO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is AIO's 12-month stock price target?

Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) carries a 12-month consensus base price target of $24.41 (+0.9% from $24.19), with a bull-case target of $30.03 and a bear-case floor of $19.04.

Is AIO stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates AIO C- (Hold — HOLD) with an RQD Confidence score of 60/100.

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