Growth Investing

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Here is Why Growth Investors Should Buy VAREX IMAGING (VREX) Now
ZACKS· 2025-08-14 17:46
Core Viewpoint - Growth investors are focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - VAREX IMAGING (VREX) is recommended as a cutting-edge growth stock based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 13.4%, with projected EPS growth of 21.8% this year, surpassing the industry average of 12.5% [5] Group 2: Key Growth Metrics - Earnings growth is crucial for attracting investor attention, with double-digit growth preferred by growth investors [4] - VAREX IMAGING has an asset utilization ratio (sales-to-total-assets ratio) of 0.66, indicating higher efficiency compared to the industry average of 0.58 [7] - The company's sales are expected to grow by 1.5% this year, while the industry average is 0% [7] Group 3: Earnings Estimate Revisions - The current-year earnings estimates for VAREX IMAGING have increased, with the Zacks Consensus Estimate rising by 31% over the past month [9] - The upward trend in earnings estimate revisions supports the stock's potential for near-term price movements [8] Group 4: Investment Positioning - VAREX IMAGING holds a Zacks Rank 2 (Buy) and a Growth Score of B, positioning it well for outperformance in the growth investment space [11]
Here's Why Qorvo (QRVO) is a Strong Momentum Stock
ZACKS· 2025-08-14 14:51
Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - The Value Score identifies attractive stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Score focuses on a company's future prospects by analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Score assesses trends in stock prices and earnings estimates to identify favorable investment opportunities [5] VGM Score - The VGM Score combines all three Style Scores to provide a comprehensive evaluation of stocks based on value, growth, and momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors in stock selection [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.75% since 1988 [7] Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9] - The direction of earnings estimate revisions is crucial in stock selection, as downward trends can indicate potential price declines [10] Company Spotlight: Qorvo Inc. - Qorvo Inc. is recognized for its RF solutions in mobile, infrastructure, and aerospace/defense sectors [11] - Currently rated 3 (Hold) with a VGM Score of A, Qorvo has a Momentum Style Score of B and has seen a 2.4% increase in shares over the past month [11] - Recent upward revisions in earnings estimates for fiscal 2026 have raised the Zacks Consensus Estimate by $0.51 to $6.06 per share, with an average earnings surprise of +31.2% [12]
3 Reasons Why Growth Investors Shouldn't Overlook Ensign Group (ENSG)
ZACKS· 2025-08-13 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns, although identifying such stocks can be challenging due to inherent volatility and risks [1]. Group 1: Company Overview - Ensign Group (ENSG) is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2]. - The company operates in the nursing and rehabilitative care services sector, which is characterized by strong growth potential [3]. Group 2: Earnings Growth - Historical EPS growth for Ensign Group stands at 14.7%, with projected EPS growth of 16.2% for the current year, surpassing the industry average of 12% [5]. - Earnings growth is a critical factor for investors, as double-digit growth is often seen as indicative of strong future prospects [4]. Group 3: Cash Flow Growth - Ensign Group's year-over-year cash flow growth is reported at 15.8%, significantly higher than the industry average of 9.4% [6]. - The company's annualized cash flow growth rate over the past 3-5 years is 17.4%, compared to the industry average of 5.8%, indicating robust financial health [7]. Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Ensign Group, with the Zacks Consensus Estimate for the current year increasing by 1.3% over the past month [8]. - Positive earnings estimate revisions are correlated with near-term stock price movements, making this a favorable indicator for investors [8]. Group 5: Investment Positioning - Ensign Group has achieved a Growth Score of B and a Zacks Rank of 2, positioning it well for potential outperformance in the market [9]. - The combination of strong growth metrics and positive earnings revisions suggests that growth investors may find Ensign Group an attractive investment opportunity [10].
BigBear.ai Holdings: More Pain Coming For Dip Buyers (Downgrade)
Seeking Alpha· 2025-08-13 15:30
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 robust 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 strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued stocks while capitalizing on battered stocks that have recovery possibilities [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 turnaround plays at attractive valuations [3]
Here is Why Growth Investors Should Buy CBRE (CBRE) Now
ZACKS· 2025-08-12 17:46
Core Viewpoint - Growth investors are interested in stocks with above-average financial growth, 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 real growth prospects beyond traditional metrics [2] - CBRE Group (CBRE) is currently recommended due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is crucial for growth investors, with double-digit growth being highly desirable as it indicates strong future prospects [3] - CBRE's projected EPS growth for this year is 18.3%, significantly higher than the industry average of 2.8% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [5] - CBRE's year-over-year cash flow growth stands at 23.3%, compared to the industry average of -1.8% [5] - The historical annualized cash flow growth rate for CBRE is 4.5%, while the industry average is 0.5% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - The current-year earnings estimates for CBRE have increased by 4.3% over the past month [8] Group 5: Overall Assessment - CBRE has achieved a Zacks Rank of 2 and a Growth Score of A, indicating its potential as a strong choice for growth investors [10]
Why GoDaddy (GDDY) is a Top Growth Stock for the Long-Term
ZACKS· 2025-08-12 14:46
Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, helping investors identify stocks with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Concentrates on a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks experiencing upward or downward trends, utilizing metrics like one-week price changes and monthly earnings estimate changes [5] VGM Score - Combines all three Style Scores to provide a comprehensive rating, highlighting stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank leverages earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [8] Investment Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while 3 (Hold) ranked stocks should also have A or B Scores for potential upside [9][10] Company Spotlight: GoDaddy (GDDY) - GoDaddy serves 21 million customers and is currently rated 3 (Hold) with a VGM Score of B, making it a potential growth investment [11] - The company is forecasted to achieve year-over-year earnings growth of 24.1% for the current fiscal year, supported by upward revisions in earnings estimates [12]
Here's Why Humana (HUM) is a Strong Value Stock
ZACKS· 2025-08-12 14:40
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. Value Score Finding good stocks at good prices, and discovering which companies are trading und ...
Safehold: Deep Discount To NAV, Steady Income, And A Long-Term Land Play
Seeking Alpha· 2025-08-12 12:54
Core Insights - The individual has extensive experience in the oil and gas sector, particularly in the Middle East, which informs their investment strategy [1] - The investment approach has evolved from growth investing to a blend of value and growth, focusing on the underlying economics of businesses and their competitive advantages [1] - There is an emphasis on generating consistent free cash flow and a moderately conservative orientation towards minimizing downside risk while seeking upside [1] Investment Strategy - The investment strategy includes a gradual rebalancing towards income-generating assets such as dividend-paying equities and REITs as retirement approaches [1] - Investing is viewed not just as a pursuit of high returns but also as a means to achieve peace of mind [1] - The individual is interested in ecologically sensitive businesses, indicating a focus on sustainable investing [1]
AMD: Way Too Early To Take Profits Now
Seeking Alpha· 2025-08-11 19:28
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 robust 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 strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]
e.l.f. Beauty: Take The Market Gift On This Successful Company
Seeking Alpha· 2025-08-11 14:13
Core Viewpoint - The article emphasizes the potential investment opportunity in e.l.f. Beauty (NYSE: ELF), highlighting its status as a premium fast-growing company and suggesting that current market conditions present an excellent buying opportunity [1]. Investment Strategy - The investment approach is value-oriented, focusing on acquiring growth stocks that are reasonably valued, aligning with the philosophy of buying wonderful companies at fair prices [1]. - The portfolio is concentrated in 12 to 15 stocks, allowing for in-depth knowledge and strategic trading based on market conditions [1]. Portfolio Performance - The portfolio has shown significant returns over the years, with a total return of 4,114% since inception in 2016, and an internal rate of return (IRR) of 51.54% per year [1]. - Yearly performance highlights include: - 2016: 1.28% return vs. NASDAQ 7.50% - 2017: 49.40% return vs. NASDAQ 28.23% - 2018: 84.91% return vs. NASDAQ -3.88% - 2019: -1.08% return vs. NASDAQ 35.23% - 2020: 173.62% return vs. NASDAQ 43.63% - 2021: 37.84% return vs. NASDAQ 21.40% - 2022: 20.93% return vs. NASDAQ -33.10% - 2023: 87.60% return vs. NASDAQ 43.42% - 2024: 77.98% return vs. NASDAQ 29.83% [1].