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First Solar: The Place To Hide Amid The Solar Market Mayhem
Seeking Alpha· 2025-05-26 13:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
3 Reasons Why Growth Investors Shouldn't Overlook Exelixis (EXEL)
ZACKS· 2025-05-23 18:58
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge gr ...
3 Reasons Growth Investors Will Love Commvault (CVLT)
ZACKS· 2025-05-22 17:46
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks ...
Snowflake: Be Wary About Chasing The Bubble Again (Rating Downgrade)
Seeking Alpha· 2025-05-22 17:04
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on robust fundamentals and turnaround plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped stocks while targeting battered stocks that have recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and attractive valuations [3]
Fair Isaac: Fairly Valued After Stock Consolidation
Seeking Alpha· 2025-05-22 12:09
Mr. Market's restlessness and agitation keep stirring stocks. After seeing the main indices sharply fall to then recover, it is now the turn of a surprising company: Fair Isaac Corporation (NYSE: FICO ).I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver o ...
Here is Why Growth Investors Should Buy Shift4 Payments (FOUR) Now
ZACKS· 2025-05-21 17:51
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill their growth potential is challenging due to associated risks and volatility [1] Group 1: Shift4 Payments Overview - Shift4 Payments (FOUR) 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 stock has a favorable Growth Score and a top Zacks Rank, indicating strong potential for performance [2] Group 2: Earnings Growth - Shift4 Payments has a historical EPS growth rate of 138.8%, with projected EPS growth of 43.5% this year, significantly surpassing the industry average of 10.4% [4] - Double-digit earnings growth is a key indicator of strong prospects for growth investors [3] Group 3: Cash Flow Growth - The year-over-year cash flow growth for Shift4 Payments is 38.8%, well above the industry average of 4.3% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 119.9%, compared to the industry average of 12.9% [6] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Shift4 Payments have been revised upward, with the Zacks Consensus Estimate increasing by 20.2% over the past month [8] - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] Group 5: Conclusion - Shift4 Payments has achieved a Zacks Rank of 2 and a Growth Score of B, positioning it well for potential outperformance in the growth stock category [10]
3 Reasons Growth Investors Will Love Gibraltar Industries (ROCK)
ZACKS· 2025-05-21 17:46
Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to inherent risks and volatility [1] Group 1: Company Overview - Gibraltar Industries (ROCK) is highlighted as a promising growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 11%, with projected EPS growth of 15.8% this year, significantly outperforming the industry average of 6.8% [4] Group 2: Key Metrics - The asset utilization ratio (sales-to-total-assets ratio) for Gibraltar Industries is 0.92, indicating that the company generates $0.92 in sales for every dollar in assets, surpassing the industry average of 0.81 [6] - Sales for Gibraltar Industries are expected to grow by 9.3% this year, compared to the industry average of 0.9%, showcasing strong sales growth potential [6] Group 3: Earnings Estimates - There is a positive trend in earnings estimate revisions for Gibraltar Industries, with the current-year earnings estimates increasing by 0.2% over the past month [7] - The combination of a Zacks Rank 2 and a Growth Score of B suggests that Gibraltar Industries is positioned as a potential outperformer and a solid choice for growth investors [9]
PayPal: Time To Buy Before It Rebounds Further
Seeking Alpha· 2025-05-21 13:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Crocs Poised To Drive HEYDUDE's Turnaround
Seeking Alpha· 2025-05-21 03:21
HEYDUDE, the casual footwear brand that Crocs, Inc. (NASDAQ: CROX ) acquired for $2.5B in early ’22, has struggled to increase revenues since ’23. Management kept reducing FY guidance every quarter for two years straight, which weighed heavily on the stock's performance. I have discussed some ofI am an experienced investor with a generalist approach to the markets, but over the years, I have developed particular expertise in several key sectors. My investment philosophy is rooted in identifying stocks with ...
Here is Why Growth Investors Should Buy Electromed (ELMD) Now
ZACKS· 2025-05-20 18:16
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...