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 $23.84 (-1.45% 1D, market cap $818.7M). 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 #824 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 #824 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 ($25.03) 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 -1.45% to $23.84, trading at 38% 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 1096 tracked Financials securities in the Roarable RQD universe, Virtus Artificial Intelligence & Technology Opportunities Fund of (AIO) ranks #824 by composite RQD confidence (44/100, grade D) and #592 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 | — | — | — | -1.45% | $818.7M | Benchmark Subject |
| MFIC MidCap Financial Investment Corporation | D- | 39/100 | 13.6x | — | 4.8% | -0.38% | $853.4M | /mfic-vs-aio → |
| AEF abrdn Emerging Markets ex-China Fund Inc. | D- | 43/100 | — | — | — | -3.46% | $867.5M | /aef-vs-aio → |
| FDUS Fidus Investment Corporation | D- | 39/100 | — | — | — | -0.67% | $732.9M | /fdus-vs-aio → |
| PDX PIMCO Dynamic Income Strategy Fund of | D | 50/100 | — | — | — | +0.63% | $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 $23.84 (-1.45% 1D, market cap $818.7M). 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 #824 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 #824 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 $23.84 (-1.45% on volume of 122,808 shares), positioning the stock -3.91% below its 50-day simple moving average ($24.81) and -3.44% below its 200-day simple moving average ($24.69). Across its 52-week range of $20.91 to $28.60, AIO sits at the 38.1% percentile with a 14-day RSI of 46.1 (NEUTRAL RANGE) and an implied next-earnings move of ±5.0% ($22.65 to $25.03).
Why AIO Stock slipped -1.45% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, AIO scores 44 out of 100, earning a D grade and the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars break down as follows:
Taken together, the investor implication is that the upside case rests mainly on balance-sheet durability and a stock price that is modestly above its 52-week low, while the valuation and cash-generation evidence is absent or zero. Upside drivers would need to come from a shift in cash generation or institutional conviction, neither of which the source data demonstrates.
Per the profile section, AIO is a NYSE-listed issuer in the Financials sector, operating in the Finance/Investors Services industry. The market capitalization is $0.8B per the profile. The source data does not describe the specific products or services sold, the customer base, or the revenue model.
Per the recent news section, one item is reported: "Understanding the Setup: (AIO) and Scalable Risk," published by Stock Traders Daily and flagged with a RED light and a "RISK WATCH" impact label, about one hour before the data timestamp. The summary describes general coverage of market action, institutional positioning, and fundamental catalysts, but the source does not specify which catalysts or what positioning changes it refers to. Per the Butterfly Supply-Chain Graph, no supply-chain links or proprietary signals are recorded.
Per the Butterfly Supply-Chain Graph, the supply chain is recorded as "NONE," with no butterfly links and no proprietary signals. 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 per the profile. Investors should watch for the unresolved question of how AIO's returns respond to the broader Financials and investment-services complex, but the source data does not quantify this.
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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Welcome to the AIO (Virtus Artificial Intelligence & Technology Opportunities Fund of) Roar Pit. Current RQD Composite is 44/100 (Roarable Sell — Underperform / Distribution Warning) in Finance/Investors Services. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on AIO, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Virtus Artificial Intelligence & Technology Opportunities Fund of expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on AIO, the market is fixating on short-term headline noise in Finance/Investors Services and ignoring the balance sheet and cash flow trajectory. At $24.19 (52-wk range $20.91 - $28.60), any beat on forward guidance forces shorts and underweight funds to chase.
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