Growth Investing
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Here is Why Growth Investors Should Buy Neurocrine (NBIX) Now
ZACKS· 2025-11-27 18:46
Core Insights - Growth investors are attracted to stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Neurocrine Biosciences (NBIX) is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's growth potential beyond traditional metrics [2] - The company currently holds a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - Neurocrine's historical EPS growth rate stands at 16.2%, but the projected EPS growth for this year is significantly higher at 99.6%, surpassing the industry average of 26% [5] - This exceptional earnings growth is a key factor that attracts investor interest and suggests strong future stock price gains [4] Group 3: Cash Flow Growth - The year-over-year cash flow growth for Neurocrine is reported at 35.4%, which is substantially higher than the industry average of 3.2% [6] - Over the past 3-5 years, the company's annualized cash flow growth rate has been 39.5%, compared to the industry average of 6.9%, indicating robust financial health [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Neurocrine have been revised upward, with the Zacks Consensus Estimate increasing by 15.4% over the past month [9] - Positive trends in earnings estimate revisions are correlated with near-term stock price movements, further validating the stock's potential [8] Group 5: Investment Positioning - Neurocrine has achieved a Zacks Rank 1 (Strong Buy) due to favorable earnings estimate revisions and a Growth Score of B, positioning it well for outperformance in the market [11]
3 Reasons Why Growth Investors Shouldn't Overlook Orla Mining (ORLA)
ZACKS· 2025-11-27 18:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Orla Mining Ltd. identified as a promising candidate due to its strong growth metrics and favorable rankings [1][2]. Group 1: Earnings Growth - Orla Mining has a historical EPS growth rate of 83.4%, with projected EPS growth of 212% this year, significantly surpassing the industry average of 65.4% [5]. - Double-digit earnings growth is preferred by growth investors as it indicates strong future prospects and potential stock price gains [4]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 58.9%, well above the industry average of 6%, highlighting its strong financial health [6]. - Over the past 3-5 years, Orla Mining's annualized cash flow growth rate has been 49.7%, compared to the industry average of 15.4% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Orla Mining have been revised upward, with the Zacks Consensus Estimate increasing by 20.5% over the past month, indicating positive momentum [8]. Group 4: Overall Assessment - Orla Mining has achieved a Growth Score of A and a Zacks Rank of 2, reflecting its strong growth potential and positive earnings estimate revisions, making it a solid choice for growth investors [10].
3 Great Stock ETFs Run by Exceptional Managers
Youtube· 2025-11-27 17:00
Core Insights - Star mutual fund managers, who previously avoided ETFs due to daily portfolio disclosures, have increasingly embraced them, possibly due to a shift in comfort with transparency or investor preference for ETFs [1][2] - Active ETFs have attracted nearly $900 billion in new investments, while active mutual funds have experienced over $2.3 trillion in outflows in the past five years, indicating a significant trend towards active ETFs [2] ETF Analysis - The first ETF highlighted is the Gold-rated Troll Price Capital Appreciation Equity ETF (TCAF), managed by David Jaru, known for his successful capital appreciation fund [3][4] - TCAF focuses on companies with strong potential for earnings growth and reasonable valuations, typically favoring growth stocks, particularly in the technology sector, and has outperformed its peers by 60 basis points since its launch in June 2023 [5] - TCAF has a low fee of 31 basis points, enhancing its long-term prospects [6] Oakmark US Large Cap ETF - The second ETF is the Gold-rated Oakmark US Large Cap ETF (OKM), managed by Bill, a legendary value investor from Harris Associates [6][7] - OKM is a subset of holdings from the Oakmark mutual fund, focusing on larger cap stocks, which aids in liquidity and capacity [7][8] - Since its launch in December 2024, OKM has outperformed the Russell 1000 value index by nearly 5 percentage points [8] Capital Group New Geography Equity ETF - The final ETF discussed is the Gold-rated Capital Group New Geography Equity ETF (CGNG), which utilizes a multi-manager approach similar to the successful American Funds New World Mutual Fund [9][10] - CGNG employs a flexible risk-averse strategy, allowing investments in both emerging markets and developed markets firms with significant revenue from emerging economies, resulting in a less volatile portfolio [10][11] - The ETF has outperformed its average category peer since its launch in June 2024, supported by its experienced management team and unique investment approach [11]
3 Reasons Growth Investors Will Love Palantir Technologies (PLTR)
ZACKS· 2025-11-26 18:45
Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, which can lead to solid returns, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - Palantir Technologies Inc. (PLTR) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth investors [11] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4] - Palantir's projected EPS growth for this year is 77.1%, significantly higher than the industry average of 22.3% [5] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [6] - Palantir's year-over-year cash flow growth is 2.7%, outperforming the industry average of -17.5% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 18.9%, compared to the industry average of 15.2% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - The current-year earnings estimates for Palantir have increased by 15.1% over the past month, indicating a favorable outlook [9] Group 5: Conclusion - Palantir Technologies has achieved a Growth Score of A and a Zacks Rank of 2, suggesting it is a solid choice for growth investors and a potential outperformer [11]
Harley-Davidson (HOG) is a Top-Ranked Value Stock: Should You Buy?
ZACKS· 2025-11-26 15:40
Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum, helping investors identify stocks likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score assesses a company's financial health and future growth potential based on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score identifies optimal entry points for stocks based on price trends and earnings estimate changes [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores to highlight stocks with the best overall characteristics [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] Harley-Davidson (HOG) - Harley-Davidson is classified as a 3 (Hold) on the Zacks Rank, with a VGM Score of A and a Value Style Score of A, indicating attractive valuation metrics such as a forward P/E ratio of 5.72 [11][12] - The company has seen an upward revision in earnings estimates, with the Zacks Consensus Estimate increasing by $0.03 to $4.23 per share for fiscal 2025, and an average earnings surprise of +27.6% [12]
Here is Why Growth Investors Should Buy Equinox Gold (EQX) Now
ZACKS· 2025-11-25 18:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to their inherent risks and volatility [1]. Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics. Equinox Gold (EQX) is currently highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2]. - Stocks with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have been shown to consistently outperform the market [3]. Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive. Equinox Gold has a historical EPS growth rate of 25.9%, but its projected EPS growth for this year is significantly higher at 141.7%, surpassing the industry average of 65.4% [4]. Group 3: Cash Flow Growth - Cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding. Equinox Gold's year-over-year cash flow growth stands at 34.3%, well above the industry average of 6% [5]. - The company's annualized cash flow growth rate over the past 3-5 years is 32.8%, compared to the industry average of 15.4%, indicating strong historical performance [6]. Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements. Equinox Gold's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 34.3% over the past month [7][8]. Group 5: Overall Assessment - Equinox Gold has achieved a Growth Score of A and a Zacks Rank of 2, reflecting its strong performance metrics and positive earnings estimate revisions. This combination positions Equinox Gold as a potential outperformer and a solid choice for growth investors [10].
3 Reasons Growth Investors Will Love Newmont (NEM)
ZACKS· 2025-11-24 18:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Newmont Corporation (NEM) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [3] - Newmont's projected EPS growth for the current year is 71.2%, significantly surpassing the industry average of 65.6% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [5] - Newmont's year-over-year cash flow growth stands at 89.5%, well above the industry average of 6% [5] - The company's historical annualized cash flow growth rate over the past 3-5 years is 17.5%, compared to the industry average of 15.4% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, making them an important consideration for investors [7] - Newmont has experienced a 5.4% increase in current-year earnings estimates over the past month, indicating positive momentum [7] Group 5: Overall Positioning - Newmont has achieved a Growth Score of B and a Zacks Rank of 2 due to favorable earnings estimate revisions, positioning it well for potential outperformance [9]
3 Reasons Why Growth Investors Shouldn't Overlook Alarm.com (ALRM)
ZACKS· 2025-11-24 18:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Alarm.com Holdings (ALRM) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][11]. Group 1: Earnings Growth - Alarm.com has a historical EPS growth rate of 7.5%, but projected EPS growth for this year is expected to be 39.4%, significantly surpassing the industry average of 26.1% [5]. Group 2: Cash Flow Growth - The year-over-year cash flow growth for Alarm.com is currently at 16.2%, which is notably higher than the industry average of -13.4% [6]. - The company's annualized cash flow growth rate over the past 3-5 years stands at 7.7%, compared to the industry average of 7.2% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Alarm.com have been revised upward, with the Zacks Consensus Estimate increasing by 9.2% over the past month [9]. Group 4: Overall Positioning - Alarm.com has achieved a Growth Score of B and holds a Zacks Rank 1, indicating strong potential for outperformance in the growth stock category [11].
AppLovin's Crash Ignores The Durable AI Growth Story (Rating Upgrade) (NASDAQ:APP)
Seeking Alpha· 2025-11-24 15:24
Core Insights - AppLovin Corporation's stock has declined nearly 35% from its September 2025 highs, indicating a challenging investment environment for those who purchased shares at that time [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst identifies attractive risk/reward opportunities supported by strong price action, aiming to generate alpha above the S&P 500 [1] - The investment strategy emphasizes growth opportunities with significant upside potential, avoiding overhyped stocks while targeting beaten-down stocks [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors [1] - The focus is on stocks with strong growth potential and turnaround plays, with an investment horizon of 18 to 24 months [1] - The group targets growth stocks with robust fundamentals and attractive valuations, aiming to capitalize on buying momentum [1]
AppLovin's Crash Ignores The Durable AI Growth Story (Rating Upgrade)
Seeking Alpha· 2025-11-24 15:24
Core Insights - AppLovin Corporation's stock has declined nearly 35% from its September 2025 highs, indicating a challenging investment environment for those who purchased shares at that time [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst specializes in identifying attractive risk/reward opportunities that can potentially generate alpha above the S&P 500 [1] - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing aims to identify high-potential opportunities across various sectors, focusing on growth stocks with strong fundamentals [1] - The group targets ideas with significant upside potential and contrarian plays, with an investment horizon of 18 to 24 months [1] - The strategy emphasizes capitalizing on growth stocks that exhibit buying momentum and turnaround potential at attractive valuations [1]