Salesforce, Inc. (NYSE:CRM) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer noted that the Charitable Trust has held the stock for quite a long time, as he stated: Salesforce was the seventh worst, down almost 20%. GoDaddy, which offers tools to register and construct websites, many people use them, was ninth worst, down roughly 19%. Tyler Tech, which makes software for public sector customers, rounded out the bottom 10 with its stock down nearly 19%… Salesforce, get this, 30 times ...

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Core Viewpoint - GoDaddy (GDDY) has experienced significant selling pressure, resulting in an 18.4% decline in stock price over the past four weeks, but analysts anticipate better earnings than previously expected, indicating potential for recovery [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is utilized to determine if GDDY is oversold, with a current RSI reading of 21.4, suggesting that the stock may soon reverse its downward trend [2][5]. - Stocks oscillate between overbought and oversold conditions, and the RSI helps identify potential price reversals, indicating that GDDY may present entry opportunities for investors [3]. Group 2: Fundamental Indicators - Analysts have raised earnings estimates for GDDY by 0.1% over the last 30 days, reflecting a consensus among sell-side analysts that typically leads to price appreciation [7]. - GDDY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which supports the likelihood of a near-term turnaround [8].

Core Viewpoint - GoDaddy (GDDY) is experiencing significant selling pressure, with an 8.3% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by analyst expectations of better-than-previously predicted earnings [1]. Group 1: Technical Analysis - The Relative Strength Index (RSI) is a key technical indicator used to identify oversold conditions, with a reading below 30 typically indicating that a stock is oversold [2]. - GDDY's current RSI reading is 24.62, suggesting that the heavy selling may be exhausting itself, indicating a potential bounce back towards equilibrium in supply and demand [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts that earnings estimates for GDDY have been raised, with a 0.1% increase in the consensus EPS estimate over the last 30 days, which often correlates with near-term price appreciation [7]. - GDDY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further indicating a potential turnaround [8].

Core Insights - N-able has appointed Patrick Pulvermueller to its board of directors, enhancing its leadership team as it aims to empower organizations in maintaining security and resilience in business [1][3]. Company Overview - N-able is a global software company focused on delivering an end-to-end cyber resilience platform to protect businesses against evolving cyber threats [5]. - The company emphasizes a partner-first approach, combining its products with expert training and peer-led events to ensure customer success [5]. Leadership Experience - Patrick Pulvermueller brings extensive experience in technology leadership and cybersecurity, having previously served as CEO of Acronis and held executive roles at GoDaddy [2]. - He is the founder and managing director of Redsalt GmbH, further showcasing his expertise in the cybersecurity landscape [2]. Strategic Focus - Pulvermueller's appointment is seen as a strategic move to enhance N-able's focus on security-driven innovation and customer support, which are critical for business resilience in a digital-first world [3][4]. - The company aims to leverage Pulvermueller's insights to accelerate innovation and deliver solutions that protect organizations throughout the entire threat lifecycle [4].

Core Viewpoint - GoDaddy Inc. is experiencing increased institutional interest, with a positive price target set by Jefferies, indicating potential growth in its stock value [1][5]. Group 1: Company Overview - GoDaddy Inc. (NYSE:GDDY) is a prominent provider of domain registration and web hosting services, essential for establishing online presence for individuals and businesses [1]. - The company competes with other web service providers such as Wix and Squarespace [1]. Group 2: Price Target and Stock Performance - Jefferies has set a price target of $140 for GoDaddy, suggesting a potential increase of 17.84% from its current trading price of $118.81 [1][5]. - The current stock price of GoDaddy is $119.26, reflecting a slight increase of $0.74 or 0.62% [4][5]. - Over the past year, GoDaddy's stock reached a high of $216 and a low of $117.42, with today's trading showing a low of $117.24 and a high of $123.61 [4]. Group 3: Institutional Investor Activity - Institutional investors are showing increased interest in GoDaddy, with Stanley Laman Group Ltd. acquiring 27,112 shares valued at approximately $3.71 million [2]. - Generali Asset Management SPA SGR has significantly increased its stake in GoDaddy by 82.9%, acquiring 12,826 shares valued at $1.76 million [3]. - Hedeker Wealth LLC has also increased its holdings by 3.1%, now owning 57,206 shares worth $7.83 million [2].

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their rally in the third quarter, with US stocks gaining over 8% as measured by the Russell 3000 Index. Small-cap stocks experienced the strongest quarterly performance, rising by more than 12%, whereas large-cap stocks increased by about 8%, and mid-cap stocks saw a gain of 5%. The strategy underperformed the Russell Midca ...

Core Insights - Diamond Hill Capital's "Mid Cap Strategy" underperformed the Russell Midcap Index in Q3 2025, returning 4.49% net compared to the Index's 5.33% [1] - The overall market saw US stocks gain over 8% in Q3, with small-cap stocks leading at over 12% growth [1] Company Performance - Fidelity National Information Services Inc. (NYSE:FIS) experienced a one-month return of 0.55% but lost 16.84% over the last 52 weeks, closing at $67.17 per share with a market capitalization of $35.088 billion on December 30, 2025 [2] - The company faced pressure on its stock due to slowed revenue growth and minimal progress in improving free cash flow conversion, leading to Diamond Hill Capital exiting its position in FIS during the quarter [3] Hedge Fund Interest - Fidelity National Information Services Inc. was held by 57 hedge fund portfolios at the end of Q3, an increase from 49 in the previous quarter, indicating growing interest despite its challenges [4] - While FIS is recognized for its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential with less downside risk [4]

Core Insights - Annex Advisory Services LLC significantly reduced its stake in GoDaddy Inc. by 98.4% during Q3, holding only 2,083 shares valued at $285,000 after selling 125,236 shares [2] - Several institutional investors have recently adjusted their positions in GoDaddy, with notable increases in holdings by NewSquare Capital LLC (170.9% increase) and Thurston Springer Miller Herd & Titak Inc. (252.0% increase) [3] - GoDaddy's stock opened at $126.48, with a market cap of $17.09 billion, a P/E ratio of 21.84, and a 1-year price range between $121.94 and $216.00 [4] Financial Performance - GoDaddy reported Q3 earnings of $1.51 EPS, exceeding the consensus estimate of $1.50, with revenue of $1.27 billion, surpassing analyst expectations of $1.23 billion [5] - The company's revenue increased by 10.3% year-over-year, with a net margin of 17.01% and a return on equity of 231.34% [5] Analyst Ratings and Price Targets - Recent analyst reports have adjusted price targets for GoDaddy, with UBS lowering its target from $160.00 to $145.00 and JPMorgan reducing it from $222.00 to $200.00, while B. Riley cut their target from $225.00 to $215.00 [6] - The consensus rating for GoDaddy is "Moderate Buy," with an average price target of $181.14 [6] Insider Activity - CEO Amanpal Singh Bhutani sold 6,932 shares at an average price of $127.94, totaling approximately $886,880, representing a 1.71% decrease in his position [7] - CFO Mark Mccaffrey sold 3,317 shares at the same average price, totaling about $424,377, reflecting a 4.73% decrease in his holdings [7] Company Overview - GoDaddy is a technology company providing online services primarily for small businesses and individuals, including domain registration, website hosting, and tools for managing online presence [8] - The company's product offerings include website builders, managed WordPress hosting, e-commerce solutions, and online marketing services [9]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, providing a strong financial foundation [8] - It is trading at less than 7 times earnings, making it an attractive investment compared to other firms in the energy and utility sectors [10] Market Trends - The company is well-positioned to capitalize on the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration's energy policies [14][5] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related infrastructure [12] Future Outlook - The future of AI is closely tied to energy infrastructure, with the company playing a pivotal role in the next-generation power strategy, particularly in nuclear energy [7][14] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months for investors who act now [15][19]