Workflow
The Motley Fool
icon
Search documents
The Best Tech Stocks to Buy in January for 2026 Gains
The Motley Fool· 2025-12-31 19:15
Core Viewpoint - The article highlights three technology stocks that are currently available at attractive prices, offering potential for both dividend growth and capital gains as the market continues to recover from previous corrections [1]. Group 1: Microsoft - Microsoft (MSFT) has shown stability and growth potential, with its Cloud segment revenue increasing by 26% year over year in Q1 of its fiscal year [4][6]. - The Intelligent Cloud segment, driven by AI demand, reported a 28% year-over-year revenue increase, with Azure's revenue growing by 40%, indicating a strong growth trajectory [5]. - The stock is currently priced at $485.46, with a market cap of $3.6 trillion and a P/E ratio of 26, reflecting a fair valuation for a company expected to grow earnings at an annualized rate of 16% to 17% [6]. Group 2: Motorola Solutions - Motorola Solutions (MSI) specializes in communications equipment and software for various sectors, having acquired Silvus Technologies for $4.4 billion to enhance its offerings [7][8]. - The company is projected to grow earnings by 9% annually over the next three to five years, with the stock trading at a P/E ratio of 25, which is below its 10-year average of 32 [10]. - The current stock price is $383.38, with a market cap of $64 billion, making it a solid investment opportunity [9]. Group 3: Automatic Data Processing - Automatic Data Processing (ADP) provides essential technology tools for payroll and HR functions, benefiting from a growing global workforce [11][12]. - The company has a strong track record of dividend increases, having raised its dividend for 50 consecutive years, with an average increase of 11.5% annually over the past decade [12]. - ADP's stock is currently priced at $258.51, with a market cap of $105 billion, trading at 23 times its full-year earnings estimates, presenting a favorable buying opportunity [13][14].
Tower Semiconductor Draws New $109 Million Institutional Stake Amid a 127% Stock Run
The Motley Fool· 2025-12-31 18:35
Amid a monster year for the stock, this new position suggests some investors still see runway left in Tower’s analog and data center exposure.Florida-based Hood River Capital Management reported a new position in Tower Semiconductor (TSEM 2.01%) valued at approximately $109.22 million, according to a November 14 SEC filing.What HappenedHood River Capital Management established a new position in Tower Semiconductor (TSEM 2.01%), acquiring 1.51 million shares valued at $109.22 million as of September 30, acco ...
Forget Archer Aviation: This Explosive Space Stock Is a Smarter Shot at Life-Changing Gains
The Motley Fool· 2025-12-31 18:35
There are many ways to make money from new aerospace tech. Some ways are better than others.Valued at $5.8 billion and with more than $1.5 billion in cash, Archer Aviation (ACHR 0.60%) is the world's second largest builder in the nascent industry of air taxis -- smaller than Joby Aviation (JOBY 0.42%), but miles ahead of Vertical Aerospace or Lilium. That's quite impressive, considering Archer was only founded in 2018, compared to Joby, which established itself in 2009.But it's not enough to make Archer Avi ...
My Top Dividend Stock for 2026
The Motley Fool· 2025-12-31 18:25
A solid dividend, growing free cash flow, and ample share buybacks make AT&T stock a buy.2025 was the year of artificial intelligence , with AI-related stocks booming. However, there's a real risk that the AI industry is careening toward a reckoning as excessive debt-fueled spending on infrastructure raises questions about a potential bubble. AI stocks could still be big winners in 2026, but there are no guarantees.For investors seeking a safer bet, a high-quality dividend stock that's not tied to the AI bo ...
Kanzhun's Earnings Momentum Highlights a Shift Inside China's Job Market
The Motley Fool· 2025-12-31 16:11
Kanzhun operates China’s largest online recruitment marketplace, and rising profits are attracting new institutional interest, with CoreView Capital's stake now valued at more than $220 million. What happenedAccording to a filing with the Securities and Exchange Commission dated November 13, 2025, CoreView Capital Management Ltd bought 298,584 additional shares of Kanzhun Limited (BZ 0.39%). The post-trade position totals 9,447,889 shares, valued at $220.70 million as of September 30, 2025. This action brou ...
Catalyst Pharmaceuticals Executive Cashes Out 10,983 Shares -- What's Behind the Move?
The Motley Fool· 2025-12-31 16:06
Company Overview - Catalyst Pharmaceuticals is a U.S.-based biotechnology company focused on developing and commercializing therapies for rare neuromuscular and neurological diseases [6] - The company has a market capitalization of $2.86 billion, with a revenue of $578.20 million and a net income of $217.56 million for the trailing twelve months (TTM) [4] - Catalyst's stock has experienced a 1-year price change of 11.74% as of December 31, 2025 [4] Recent Transaction - Jeffrey Del Carmen, Chief Commercial Officer, exercised and sold 10,983 shares of common stock on November 26, 2025, for approximately $256,200 [1][2] - This transaction involved converting stock options into cash proceeds, significantly reducing Del Carmen's direct equity holdings by approximately 73.49%, leaving him with 3,962 shares post-transaction [7] - The transaction value was based on a weighted average purchase price of $23.33 per share [2] Financial Performance - Catalyst Pharmaceuticals reported strong third-quarter results with revenues of $148.4 million, reflecting a year-over-year increase of 17.4% [10] - The company raised its full-year 2025 revenue guidance, indicating consistent profitable growth [10] - At the time of the sale, Catalyst's stock was trading between $19.05 and $26.58, with analysts raising price targets to a consensus estimate of around $34 per share [11] Product Portfolio - Key products include Firdapse for Lambert-Eaton myasthenic syndrome (LEMS) and Ruzurgi for pediatric LEMS, with ongoing pipeline development targeting additional rare neuromuscular and neurological indications [8] - The company operates a commercial-stage biopharmaceutical model, generating revenue primarily from the sale of approved therapies for rare diseases in the United States [8]
5 Tech Stocks That Belong on Your January Watchlist
The Motley Fool· 2025-12-31 14:35
Core Insights - The technology sector continues to be a strong investment theme, particularly with the rise of artificial intelligence (AI) as a driving force in the market as it approaches 2026 [1][2]. Company Summaries - **Nvidia**: Nvidia has established itself as a leader in accelerator GPU chips for AI data centers, boasting a market share of approximately 92%. The company's trailing-12-month sales have surged to $187 billion, marking a nearly 600% increase since early 2023. However, its high price-to-sales ratio of 25 suggests caution before investing [4][6]. - **Arm Holdings**: Arm Holdings has increased its market share from 44% in 2022 to 50% currently, generating significant revenue from royalties and fees for its chip designs. The company has potential growth opportunities in CPU-intensive industries, but its high price-to-earnings ratio of 64 may deter near-term investments [7][8]. - **Broadcom**: Broadcom excels in networking chips, which are crucial for AI data centers. The company also has a software unit contributing 30% to 40% of its revenue, providing stable income. Its stock is currently valued at 36 times its full-year earnings estimates, reflecting investor expectations for AI growth [9][11]. - **Apple**: Despite challenges in AI development, including delays in launching an updated Siri and workforce turnover, Apple remains a strong consumer brand. The stock is trading near its all-time high, priced at 34 times earnings, which may pose risks if the company fails to advance in AI [12][13]. - **Palantir Technologies**: Palantir has seen significant growth with its AIP platform for custom AI applications, resulting in a 2,800% stock surge since early 2023. However, the stock is now considered potentially overvalued, and investors may want to wait for a price correction before entering [14][16].
UWM Holdings CEO Sells 1.6 Million Shares for $9.4 Million After Strong Q3
The Motley Fool· 2025-12-31 12:29
As a leading wholesale mortgage lender, UWM Holdings saw significant insider selling amid a challenging year for its share price.President and CEO Mat Ishbia executed the open-market sale of 1,629,785 shares of UWM Holdings Corporation (UWMC +0.46%) across multiple transactions, according to a recent SEC Form 4 filing. These shares were held indirectly via Ishbia's trust, SFS Corp.Transaction summaryMetricValueShares sold1,629,785Transaction value~$9.4 millionPost-transaction shares279,989Post-transaction v ...
Nvidia Changed the AI Market With This Recent Licensing Agreement
The Motley Fool· 2025-12-31 10:52
Nvidia licenses Groq's inference chip technology to improve its AI solutions.In today's video, I discuss recent updates affecting Nvidia (NVDA 0.36%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Dec. 26, 2025. The video was published on Dec. 26, 2025. ...
Nike Went Public 45 Years Ago. If You'd Put $100 Into Its IPO, Here's How Much You'd Have Today.
The Motley Fool· 2025-12-31 10:45
Decades ago, the mainstream media wondered how much longer Nike's party could last.When Nike (NKE +0.02%) went public on Dec. 2, 1980, the athletic footwear and sports apparel company was already white-hot. In 1972, its sales were less than $2 million, but over the next nine years, they surged by an average of 85% annually. Its net income grew even faster, averaging almost 100% per year, leading management to crow in its 1981 annual report that Nike had "raced ahead of its competitors and attained its premi ...