Group 1: European Wax Center, Inc. (EWCZ) - European Wax Center is a franchisor and operator of out-of-home waxing services with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 96.8% over the last 60 days [1] - The company has a PEG ratio of 0.56 compared to the industry average of 3.02 and possesses a Growth Score of B [1] Group 2: The ODP Corporation (ODP) - The ODP Corporation provides products and digital workplace technology solutions and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 18.4% over the last 60 days [2] - ODP has a PEG ratio of 0.43 compared to the industry average of 3.65 and possesses a Growth Score of B [2] Group 3: Strattec Security Corporation (STRT) - Strattec Security Corporation specializes in automotive security, access control, and user interface controls products and solutions, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 19.9% over the last 60 days [3] - The company has a PEG ratio of 1.25 compared to the industry average of 4.33 and possesses a Growth Score of A [3]

Core Viewpoint - The article discusses three stocks—Target, Celsius Holdings, and Freshpet—that have underperformed but may have potential for recovery in the near future, despite their current challenges [1][2][3]. Group 1: Target - Target's stock has decreased by 33% over the past year, attributed to negative store comps and declining net sales over two consecutive quarters [4][5]. - The stock's yield has risen to 4.6%, and the company has a history of increasing dividends for 53 consecutive years, with expectations for a potential hike soon [5][6]. - Target faces challenges in regaining customer trust due to political controversies that have alienated both conservative and liberal shoppers [8][9]. - The company has a payout ratio of less than 50% of its trailing earnings, indicating room for dividend increases while aiming for a turnaround [6][10]. Group 2: Celsius Holdings - Celsius Holdings has experienced a 42% decline in stock value over the past year, despite being one of the year's biggest market winners with over 60% growth [11]. - The company has seen significant revenue growth in previous years, but recent quarters have shown year-over-year declines [12]. - The acquisition of Alani Nu is expected to positively impact market share and revenue, with results anticipated to improve starting from the current quarter [13]. Group 3: Freshpet - Freshpet's stock has dropped by 39%, holding a 3.5% share of the dog food market but dominating the fresh or frozen pet food segment with 96% market share in brick-and-mortar retailers [14]. - The company has consistently achieved over 27% top-line growth for seven years, but it has revised its growth expectations down to 15% to 18% for the current year [15]. - Despite the decline, Freshpet's stock remains at a premium valuation, trading at three times sales and 37 times next year's earnings, indicating potential for recovery if growth resumes [16].

Group 1: European Wax Center, Inc. (EWCZ) - European Wax Center is a franchisor and operator of out-of-home waxing services with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 96.8% over the last 60 days [1] - The company has a PEG ratio of 0.52 compared to the industry average of 3.01 and possesses a Growth Score of B [1] Group 2: The ODP Corporation (ODP) - The ODP Corporation provides products and digital workplace technology solutions and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 18.4% over the last 60 days [2] - ODP has a PEG ratio of 0.42 compared to the industry average of 3.73 and possesses a Growth Score of B [2] Group 3: Strattec Security Corporation (STRT) - Strattec Security Corporation specializes in automotive security, access control, and user interface controls products and solutions, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 19.9% over the last 60 days [3] - Strattec Security has a PEG ratio of 1.24 compared to the industry average of 4.53 and possesses a Growth Score of A [3]

Core Viewpoint - The article discusses the potential for value stocks in the AI sector, highlighting companies that may attract value-oriented investors like Warren Buffett, despite their growth characteristics. Group 1: Alphabet - Alphabet is positioned as a potential fit for Berkshire Hathaway due to its leadership in AI and strong cash flow from digital advertising [4] - The company generates 74% of its revenue from ads, facing pressure as its search market share drops below 90%, prompting diversification into Google Cloud and autonomous driving with Waymo [5][6] - Alphabet plans to invest $75 billion in capital expenditures this year, supported by $95 billion in liquidity and $75 billion in free cash flow over the past 12 months, making it attractive for value investors with a P/E ratio of about 19 [6] Group 2: Meta Platforms - Meta Platforms, known primarily as a social media company, is investing heavily in AI and the metaverse, with a capex commitment of $64 billion to $72 billion by 2025 [7][8] - The company has over $70 billion in liquidity and generated $50 billion in the last 12 months, allowing it to support its ambitious investments [8] - With a P/E ratio around 27, Meta presents a reasonable valuation alongside its potential for AI leadership, appealing to value-oriented investors [9] Group 3: Qualcomm - Qualcomm is identified as a surprising value stock, with diversification into IoT, automotive, and data center processors amid challenges in the smartphone market [10] - The company has spent $1.1 billion in capex over the past year, but the emergence of low-cost AI could revitalize its smartphone segment, which has a 12% annual revenue growth rate [11] - Qualcomm's IoT and automotive segments have shown impressive growth rates of 27% and 59% respectively, and it trades at a P/E ratio of 15, making it an attractive investment opportunity [12]

Core Insights - The article highlights three companies that have been undervalued by the market but have the potential for significant returns in the future due to their growth prospects in their respective industries. Group 1: Marvell Technology - Marvell Technology is a chip designer benefiting from the growth in artificial intelligence (AI) spending, particularly through its custom AI accelerators and networking chips [5][6]. - The company has secured deals with major hyperscalers like Amazon and Microsoft for next-generation AI accelerators, despite concerns about competition from other chip designers [7][10]. - Marvell's stock is currently trading at around $65 per share, with a forward P/E ratio of 23, indicating strong growth potential and less downside risk compared to previous months [10]. Group 2: Block - Block, the parent company of Cash App and Square, has faced recent challenges due to a shortfall in Cash App's gross profit growth, but this may present a buying opportunity for growth investors [11]. - Cash App is focusing on increasing revenue per user through new services like Cash App Borrow, which aims to enhance user engagement and address spending slowdowns [12][15]. - Block's current share price is around $63, with a P/E ratio of 16.5 based on 2026 earnings estimates, suggesting a strong long-term outlook despite short-term economic uncertainties [15]. Group 3: DraftKings - DraftKings is a leading sports betting company that has leveraged its brand strength in Daily Fantasy Sports to expand into sports betting, attracting approximately 400,000 new monthly unique payers [16][17]. - The company benefits from valuable user data, which enhances its ability to offer personalized promotions and expand into new betting types [18]. - DraftKings' stock is trading at $34 per share, with an enterprise value-to-forward-EBITDA ratio of about 21, and management projects an average EBITDA growth of 35% from 2026 to 2028, indicating strong growth potential [20].

Market Overview & Investment Strategy - The podcast focuses on growth stocks, noting a potential breakout in the S&P 500 in the summer of 2025 following a trade war selloff [1] - Zacks' premium screens, which utilize the Zacks Rank, are highlighted as a tool for identifying promising growth stocks [3][4] - The podcast aims to explore growth stocks using Zacks' screening tools, offering insights into both basic and premium screening options [2][3] Featured Stocks & Analysis - **Apploving (AP)**: A technology platform in the advertising sector with a market cap of $136 billion, showing strong earnings growth and positive analyst revisions [22][37][43] - **Anglo Gold Ashanti (AU)**: A gold mining company with a market cap of $19.9 billion, benefiting from rising gold prices and showing significant earnings growth [23][49] - **Birkenstock (BIRK)**: A shoe manufacturer with a market cap of $10 billion, demonstrating strong sales and earnings growth despite potential tariff concerns [23][57] - **Cyber Arc Software (CYBR)**: A cyber security company with a market cap of $19.5 billion, experiencing robust growth in a booming industry [25][63] - **European Wax Center (EWCZ)**: A personal care franchise with a smaller market cap of $284 million, showing potential for growth and value combination [26][67] - **NB Bankore (NBBK)**: A regional bank with a market cap of $676 million, exhibiting growth in earnings and revenue, and considered undervalued with a low price-to-book ratio [28][73] Key Metrics & Financial Highlights - Apploving's sales are expected to grow by 243% in 2025, with earnings up by 852% [43] - Anglo Gold Ashanti's 2025 estimates show a 95% increase, driven by rising gold prices [50] - Birkenstock's PEG ratio is 11%, indicating reasonable growth at 28 times earnings [57] - Cyber Arc Software's earnings growth is projected at 170% for 2025, with sales also in double digits [63] - European Wax Center's forward PE is 84%, with a PEG of 46, indicating a value PEG [71] - NB Bankore has a price-to-book ratio of 094, suggesting it is undervalued [77]

Group 1: Strattec Security (STRT) - Strattec Security designs, develops, manufactures, and markets mechanical and electro-mechanical locks for automotive manufacturers in the US, Canada, and Mexico [1] - The company has a Zacks Rank of 1 (Strong Buy) and a Growth Score of A [2] - The Zacks Consensus Estimate for its current year earnings has increased by 19.9% over the last 60 days [1] Group 2: Great Lakes Dredge & Dock (GLDD) - Great Lakes Dredge & Dock is the largest provider of dredging services in the US, focusing on maintaining and deepening shipping channels, land reclamation, and coastline renourishment [2] - The company also holds a Zacks Rank of 1 and a Growth Score of A [3] - The Zacks Consensus Estimate for its current year earnings has risen by 34.8% over the last 60 days [2] Group 3: The ODP Corporation (ODP) - The ODP Corporation provides business services, products, and digital workplace technology solutions to various business sizes [3] - It carries a Zacks Rank of 1 and has a Growth Score of B [4] - The Zacks Consensus Estimate for its current year earnings has increased by 18.4% over the last 60 days [3]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - Fortuna Mining (FSM) 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 silver and gold mining sector, which is characterized by significant growth potential [3] Group 2: Earnings Growth - Fortuna's historical EPS growth rate stands at 19.6%, but the projected EPS growth for this year is significantly higher at 52.2%, surpassing the industry average of 37.6% [5] Group 3: Cash Flow Growth - The year-over-year cash flow growth for Fortuna is reported at 31.4%, which is notably higher than the industry average of -2.4% [6] - Over the past 3-5 years, Fortuna has achieved an annualized cash flow growth rate of 38%, compared to the industry average of 5.7% [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Fortuna have been revised upward, with the Zacks Consensus Estimate increasing by 6.1% over the past month [9] - Positive trends in earnings estimate revisions are correlated with near-term stock price movements, indicating strong potential for Fortuna [8] Group 5: Investment Positioning - Fortuna has achieved a Zacks Rank of 2 (Buy) and a Growth Score of A, positioning it well for potential outperformance in the market [11]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Rambus (RMBS) is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's genuine growth potential [2] - Rambus has achieved a historical EPS growth rate of 386%, with a projected EPS growth of 23.5% for the current year, surpassing the industry average of 16.1% [4] Group 2: Financial Metrics - The year-over-year cash flow growth for Rambus stands at 6.4%, significantly better than the industry average of -8% [5] - Over the past 3-5 years, Rambus has maintained an annualized cash flow growth rate of 104.2%, compared to the industry average of 10.3% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Rambus, with the Zacks Consensus Estimate for the current year increasing by 7.4% over the past month [7] - Rambus holds a Growth Score of B and a Zacks Rank 1 (Strong Buy), indicating strong potential for growth investors [9]

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. But finding a growth stock that can live up to its true potential can be a tough task.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 Zacks Growth Style Score (part of the Zacks Style Scores ...