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.
As of 2026-11-03, 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 $23.40 (-1.85% 1D, market cap $818.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, AIO ranks #825 in composite RQD confidence.
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 (39/100 RQD, P/E 13.6x, ROIC 4.8%, cap $853.4M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $867.5M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).
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 #825 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.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
SEC XBRL Trailing 12 Months: 0.6% FCF Margin ($22.9M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (46.1) create a -16 pt regime headwind
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.
Established market leader in Financials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($24.81) and Max Pain ($24.57) forces dealer call-delta covering toward $30.03.
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.
Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) slipped -1.85% to $23.40, trading at 32% of its 52-week range ($20.91 – $28.6). Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
Stock Traders Daily report covering Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) market action, institutional positioning, and fundamental catalysts.
Read here for a detailed analysis of 10 top closed-end funds yielding 10.9% on average and trading at NAV discounts.
HARTFORD, Conn., October 28, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) previously announced the following monthly distribution on September 23, 2026:
HARTFORD, Conn., June 02, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), Virtus Convertible & Income Fund (NYSE: NCV), Virtus Convertible & Income Fund II (NYSE: NCZ), Virtus Diversifie
HARTFORD, Conn., August 10, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), Virtus Diversified Income & Convertible Fund (NYSE: ACV), Virtus Convertible & Income Fund (NYSE: NCV), Virtus
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Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on AIO today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for AIO. Explore sector supply chains on /butterfly.
Across 1097 tracked Financials securities in the Roarable RQD universe, Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) ranks #825 by composite RQD confidence (44/100, grade D) and #593 by equity capitalization ($818.7M). 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 50/100 (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 | — | — | — | -1.85% | $818.7M | Benchmark Subject |
| MFIC MidCap Financial Investment Corporation | D- | 39/100 | 13.6x | — | 4.8% | -0.68% | $853.4M | /mfic-vs-aio → |
| AEF abrdn Emerging Markets ex-China Fund Inc. | D- | 43/100 | — | — | — | -0.99% | $867.5M | /aef-vs-aio → |
| FDUS Fidus Investment Corporation | D- | 39/100 | — | — | — | +0.88% | $732.9M | /fdus-vs-aio → |
| PDX PIMCO Dynamic Income Strategy Fund of | D | 50/100 | — | — | — | +0.58% | $931.2M | /pdx-vs-aio → |
Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) operates in Finance/Investors Services (Financials) with an equity capitalization of $818.7M, 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.
As of 2026-11-03, 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 $23.40 (-1.85% 1D, market cap $818.7M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, AIO ranks #825 in composite RQD confidence.
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 (39/100 RQD, P/E 13.6x, ROIC 4.8%, cap $853.4M) and AEF (abrdn Emerging Markets ex-China Fund Inc.) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $867.5M). Among the 5-stock peer group, MFIC leads on earnings multiple (13.6x) while MFIC leads on capital efficiency (4.8% ROIC).
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 #825 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.
AIO last traded at $23.40 (-1.85% on volume of 99,106 shares), positioning the stock -5.68% below its 50-day simple moving average ($24.81) and -5.22% below its 200-day simple moving average ($24.69). Across its 52-week range of $20.91 to $28.60, AIO sits at the 32.4% percentile with a 14-day RSI of 46.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.0% ($22.23 to $24.57).
Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) earns a live Roarable RQD composite score of 44/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $23.40 (-1.85% 1D, market capitalization $818.7M).
Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) is a NYSE-listed operating company in the Finance/Investors Services industry (Financials sector) with an equity market capitalization of $818.7M. The business operates with a gross margin of 0%, an operating margin of 0%, and a return on invested capital (ROIC) of 0% (free cash flow yield of 0%). Within the Finance/Investors Services peer group, investor evaluation centers on operating leverage, unit margin durability, and capital allocation efficiency across market cycles.
The source does not identify upstream suppliers, downstream customers, or sector correlations. The only sector context available is the Financials sector and Finance/Investors Services industry.
Real-time company headlines, analyst actions, and sector developments for Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) • Click "Debate This Headline" to argue it in the Roar Pit below
Stock Traders Daily report covering Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) market action, institutional positioning, and fundamental catalysts.
Read here for a detailed analysis of 10 top closed-end funds yielding 10.9% on average and trading at NAV discounts.
HARTFORD, Conn., October 28, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) previously announced the following monthly distribution on September 23, 2026:
HARTFORD, Conn., June 02, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), Virtus Convertible & Income Fund (NYSE: NCV), Virtus Convertible & Income Fund II (NYSE: NCZ), Virtus Diversifie
HARTFORD, Conn., August 10, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), Virtus Diversified Income & Convertible Fund (NYSE: ACV), Virtus Convertible & Income Fund (NYSE: NCV), Virtus
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Here is why I am bullish on AIO here at $23.84: The balance-sheet pillar is the strongest component at 13 / 20, with an Altman Z of 2.5, a Piotroski F of 6/9, and Debt/Equity of 0.5.. Compare AIO's 0.0% operating margin and 0.0% ROIC against the rest of Finance/Investors Services. As long as cash conversion holds up, dips toward $22.65 are getting bought.
Both sides have a point here — AIO's 13/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.
Careful chasing AIO at $23.84. ROIC and FCF yield are both 0% and the Macro Regime Fit pillar scores only 4 / 20.. Gross margin is 0.0%, but operating margin is 0.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $20.50 on multiple compression.
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