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3 Reasons Growth Investors Will Love Aecom (ACM)
ZACKS· 2025-05-08 17:45
Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Aecom Technology (ACM) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 16.8%, with projected EPS growth of 13.9% this year, surpassing the industry average of 11.8% [5] Group 2: Key Metrics - Aecom's asset utilization ratio (sales-to-total-assets ratio) is 1.35, indicating the company generates $1.35 in sales for every dollar in assets, compared to the industry average of 1.21 [6] - The company's sales are expected to grow by 5.6% this year, while the industry average is projected at 0% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Aecom, with the Zacks Consensus Estimate for the current year increasing by 1% over the past month [8] - Aecom has earned a Growth Score of B and carries a Zacks Rank 2 due to positive earnings estimate revisions, indicating potential for outperformance [10]
Here is Why Growth Investors Should Buy Amneal (AMRX) Now
ZACKS· 2025-05-08 17:45
Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Amneal Pharmaceuticals (AMRX) is currently recommended as a growth stock based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 2%, but projected EPS growth for this year is expected to be 21.8%, significantly higher than the industry average of 14.3% [4] Group 2: Financial Metrics - Amneal's asset utilization ratio (sales-to-total-assets ratio) is 0.82, indicating that the company generates $0.82 in sales for every dollar in assets, outperforming the industry average of 0.44 [5] - The company's sales are projected to grow by 7.7% this year, compared to an industry average of 0% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Amneal, with the Zacks Consensus Estimate for the current year increasing by 4.9% over the past month [8] - The combination of a Zacks Rank 2 and a Growth Score of B suggests that Amneal is positioned as a potential outperformer for growth investors [10]
Super Micro: Now You Really Need To Ignore The Short-Term Noise
Seeking Alpha· 2025-05-08 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 Growth Investors Will Love BellRing Brands (BRBR)
ZACKS· 2025-05-07 17:45
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with BellRing Brands identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Earnings Growth - BellRing Brands has a historical EPS growth rate of 29.7%, with projected EPS growth of 16.8% for the current year, significantly outperforming the industry average of 3.5% [4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 42.1%, well above the industry average of 5.2%. Its historical annualized cash flow growth rate over the past 3-5 years stands at 14.5%, compared to the industry average of 4.6% [5][6]. Earnings Estimate Revisions - Current-year earnings estimates for BellRing Brands have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month, indicating positive momentum [8]. Overall Assessment - BellRing Brands holds a Zacks Rank of 2 (Buy) and a Growth Score of B, suggesting it is a potential outperformer and a solid choice for growth investors [9][10].
3 Reasons Growth Investors Will Love AptarGroup (ATR)
ZACKS· 2025-05-07 17:45
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.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 task of finding cutting-edge growth stocks is made easy with the help of the Zacks Gr ...
Meta: Market Is Still Mispricing Its AI Ambitions
Seeking Alpha· 2025-05-07 15:30
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 ...
Why Associated Banc-Corp (ASB) is a Top Value Stock for the Long-Term
ZACKS· 2025-05-07 14:46
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 complement the Zacks Rank, providing ratings based on value, growth, and momentum characteristics [2][3] Zacks Style Scores - Each stock is rated from A to F based on its value, growth, and momentum, with A indicating the highest potential for outperformance [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [4] - The Growth Score emphasizes a company's financial health and future growth potential based on earnings and cash flow [5] - The Momentum Score identifies stocks with favorable price trends and earnings outlooks [6] - The VGM Score combines the three Style Scores to highlight stocks with attractive value, growth forecasts, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to guide investors in stock selection [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [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 [10] Stock Highlight: Associated Banc-Corp - Associated Banc-Corp is currently rated 3 (Hold) with a VGM Score of B, indicating moderate potential [12] - The company has a Value Style Score of B, supported by a forward P/E ratio of 9.12, making it attractive for value investors [13] - Recent earnings estimates for fiscal 2025 have been revised upward, with the Zacks Consensus Estimate increasing by $0.03 to $2.48 per share, alongside an average earnings surprise of 4.2% [13]
Microsoft: Ignoring The Noise Was Right After All
Seeking Alpha· 2025-05-07 13:00
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, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on beaten-down stocks that have substantial recovery possibilities [2] - The investment thesis typically has an 18 to 24 month outlook for realization [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group emphasizes turnaround plays at highly attractive valuations [3]
TSMC: Remember, Such Golden Opportunities Don't Come By Often
Seeking Alpha· 2025-05-06 19:52
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 targeting 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 Gibraltar Industries (ROCK) Now
ZACKS· 2025-05-05 17:45
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, 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] - Gibraltar Industries (ROCK) is highlighted as a recommended stock with 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] - Gibraltar Industries has a historical EPS growth rate of 11%, with projected EPS growth of 15.8% this year, significantly surpassing the industry average of 6.6% [4] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for assessing a growth stock's efficiency [5] - Gibraltar Industries has an S/TA ratio of 0.92, indicating it generates $0.92 in sales for every dollar in assets, compared to the industry average of 0.81 [6] Group 4: Sales Growth - The company is also well-positioned for sales growth, with expected sales growth of 9.3% this year, outpacing the industry average of 4.4% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and Gibraltar Industries has seen upward revisions in current-year earnings estimates, increasing by 0.2% over the past month [7] Group 6: Overall Positioning - Gibraltar Industries holds a Zacks Rank of 2 and a Growth Score of B, positioning it well for potential outperformance in the growth stock category [9]