Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those with genuine growth potential can be challenging due to associated 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] - CBOE Global (CBOE) is currently 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 indicating strong prospects [4] - CBOE's historical EPS growth rate is 14.2%, with projected EPS growth of 15.6% this year, surpassing the industry average of 12.1% [5] Group 3: Asset Utilization - The asset utilization ratio (sales-to-total-assets ratio) is an important metric for growth stocks, indicating efficiency in generating sales [6] - CBOE has an S/TA ratio of 0.53, significantly higher than the industry average of 0.25, indicating better asset utilization [6] Group 4: Sales Growth - CBOE is also attractive in terms of sales growth, with expected sales growth of 11.3% this year compared to the industry average of 6.5% [7] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - CBOE's current-year earnings estimates have been revised upward, with a 2.9% increase in the Zacks Consensus Estimate over the past month [9] Group 6: Overall Positioning - CBOE has achieved a Growth Score of A and a Zacks Rank 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [11]

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: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - AppLovin (APP) is currently 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 seen as indicative of strong future prospects [3] - AppLovin has a historical EPS growth rate of 247.6%, with projected EPS growth of 103.4% this year, significantly surpassing the industry average of 22.6% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, enabling them to fund new projects without relying on external financing [5] - AppLovin's year-over-year cash flow growth stands at 138%, compared to an industry average of -11.7% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 56.4%, against the industry average of 13.8% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - AppLovin has experienced upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 1% over the past month [8] Group 5: Overall Assessment - AppLovin's combination of a Zacks Rank 2 and a Growth Score of A indicates its potential as an outperformer and a solid choice for growth investors [10]

Core Viewpoint - Shares of SPS Commerce have declined by 24% following the release of third-quarter earnings, which, despite showing a 16% increase in sales and a 23% rise in adjusted earnings per share, did not meet Wall Street's revenue expectations [1][6] Financial Performance - SPS Commerce reported a 16% increase in sales and a 23% rise in adjusted earnings per share for the third quarter [1] - The company has achieved 99 consecutive quarters of top-line growth [4] Market Reaction - The market reacted negatively to the earnings report due to sales falling short of analysts' expectations [6] - The stock is currently trading at 21 times free cash flow, close to its all-time low valuation, and is down 63% from its all-time high [5][6] Future Guidance - Management has projected organic sales growth of only 7% to 8% for 2026, which is significantly lower than the 18% annualized revenue growth rate observed over the past five years [2] Competitive Position - SPS Commerce is recognized as the leading provider in cloud-based supply chain services for retailers, third-party logistics providers, and suppliers [3] - The company emphasizes its broad adoption and unique value proposition in AI-driven data use cases [4]

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 can be challenging due to associated risks and volatility [1] Company Summary - WisdomTree, Inc. is highlighted as a promising growth stock, recommended by the Zacks Growth Style Score system, which evaluates a company's growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [10] Earnings Growth - WisdomTree, Inc. has a historical EPS growth rate of 19.8%, with projected EPS growth of 21.8% for the current year, surpassing the industry average of 21.4% [5][4] Asset Utilization - The company's asset utilization ratio (sales-to-total-assets) stands at 0.43, significantly higher than the industry average of 0.2, indicating efficient asset use to generate sales [6] Sales Growth - WisdomTree, Inc. is expected to achieve sales growth of 11.9% this year, compared to an industry average of 0%, showcasing strong sales performance [7] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for WisdomTree, with the Zacks Consensus Estimate for the current year increasing by 3.7% over the past month, suggesting favorable near-term stock price movements [8]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill this potential is challenging [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - OppFi Inc. (OPFI) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is crucial for investors, with double-digit growth indicating strong prospects [3] - OppFi's historical EPS growth rate is 95.3%, with projected EPS growth of 57.4% this year, significantly surpassing the industry average of 11.9% [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] - OppFi's year-over-year cash flow growth is 61.8%, well above the industry average of 5.8% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 19.4%, compared to the industry average of 13.1% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - OppFi's current-year earnings estimates have increased by 10.6% over the past month [7] Group 5: Overall Assessment - OppFi has achieved a Growth Score of A and a Zacks Rank 1 due to positive earnings estimate revisions, indicating it is a potential outperformer for growth investors [9]

Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, which can lead to solid returns, but identifying such stocks is challenging due to inherent risks and volatility [1] Group 1: Ollie's Bargain Outlet Overview - Ollie's Bargain Outlet (OLLI) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's growth prospects beyond traditional metrics [2] - The stock has a favorable Growth Score and a top Zacks Rank, indicating strong potential for performance [2][10] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4] - Ollie's Bargain Outlet has a historical EPS growth rate of 5.5%, but projected EPS growth for this year is 16.6%, significantly outperforming the industry average of 3.5% [5] 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 [6] - Ollie's Bargain Outlet's year-over-year cash flow growth is 14.3%, well above the industry average of 2.3% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 10.9%, compared to the industry average of 4.5% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements [8] - Ollie's Bargain Outlet has seen upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 0.2% over the past month [8] Group 5: Conclusion - Ollie's Bargain Outlet has achieved a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [10]

Core Viewpoint - Growth investors seek 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 - RBC Bearings is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 25.7%, with projected EPS growth of 15.4% this year, significantly outperforming the industry average of 6.6% [5] Group 2: Financial Metrics - Current year cash flow growth for RBC Bearings stands at 8.3%, exceeding the industry average of 2.1% [6] - The annualized cash flow growth rate over the past 3-5 years is 21.3%, compared to the industry average of 9% [7] Group 3: Earnings Estimates - The Zacks Consensus Estimate for RBC Bearings' current year earnings has increased by 0.1% over the past month, indicating a positive trend in earnings estimate revisions [9] - The combination of upward earnings estimate revisions and a Growth Score of B positions RBC Bearings favorably for potential outperformance [11]

Core Viewpoint - AST SpaceMobile has seen its shares increase by over 1,000% in the past three years, particularly since mid-2024, as the feasibility of its business model has improved, despite not yet having a fully functional service [1]. Group 1: Company Overview - AST SpaceMobile is attempting to build a space-based mobile broadband network that will interact with existing cellphones, eliminating the need for users to upgrade their technology [3]. - The company is partnering with existing telecom providers, which provides access to their capital and customer base [3][4]. Group 2: Financial Performance - In the first half of 2025, AST SpaceMobile generated approximately $1.9 million in revenue while incurring expenses of $137.6 million, indicating it is still operating at a loss [5]. - The company plans to launch between 45 and 60 satellites into orbit from 2025 to 2026, which is expected to increase revenue but will also incur significant costs [5][6]. Group 3: Market Position and Risks - Despite the promising business model and partnerships, AST SpaceMobile remains a money-losing startup, which raises concerns about its long-term viability [5][6]. - The rapid increase in stock price may have already priced in much of the positive news surrounding the company, suggesting potential volatility ahead [5].

Core Insights - On Holding's share price has decreased by 16% in recent quarters, despite the business performing well [2] Group 1: Company Performance - The decline in On Holding's stock price does not reflect the actual performance of the business [2] Group 2: Investment Opportunities - The Growth Stock Forum focuses on identifying attractive risk/reward situations in growth stocks, particularly in the biotech sector [1]

Core Insights - The Growth Stock Forum focuses on identifying attractive growth stocks, particularly in the biotech sector, emphasizing risk/reward situations [1][2] Group 1 - The investing group maintains a model portfolio consisting of 15-20 stocks, which is updated regularly to reflect market conditions [2] - A top picks list is provided, featuring up to 10 stocks anticipated to perform well in the current calendar year [2] - The forum offers trading ideas aimed at both short-term and medium-term investment strategies, along with community engagement for discussions and inquiries [2]