Core Insights - The stock market has had a strong year overall, but many IPO stocks are currently trading lower, with potential for recovery in 2026 [1][2] Group 1: StubHub - StubHub is a leading online marketplace for ticket resale, co-founded in 2000 by Eric Baker and Jeff Fluhr [4][5] - The company was acquired by eBay in 2007 and later sold to Viagogo in a $4 billion deal in February 2020, just before the pandemic impacted live events [6][7] - StubHub's revenue has been declining for four consecutive years, but it reported an 8% revenue increase in the latest quarter, driven by a 19% rise in gross merchandise sales [9][10] - The company generated $211.6 million in revenue in 2019, with trailing revenue now at $1.8 billion, and its market cap is currently around $4.3 billion [10] - Analysts project StubHub will achieve net income of $1.23 per share next year, valuing the stock at 10 times forward earnings, with a projected 47% revenue growth in 2026 [11][12] Group 2: Klarna Group - Klarna, a buy now, pay later (BNPL) platform, went public at $40 but is currently trading 22% below its IPO price [13][14] - The company reported a 28% revenue increase in its first quarter as a public company, with $903 million in revenue and $32.7 billion in gross merchandise volume [15][16] - Klarna is expanding its merchant base globally and relies on high transaction volumes despite small take rates [16] - The company is positioned to lead in the consolidation of the BNPL market, leveraging artificial intelligence to enhance connections between shoppers and merchants [17]

Core Insights - Oracle Corporation's stock has experienced a significant decline of over 45% in recent months, indicating a drastic shift in market sentiment towards the company [1]. Group 1: Company Performance - The stock price of Oracle Corporation has seen a massive tumble, reflecting a potential opportunity for investors who focus on recovery plays [1]. Group 2: Investment Strategy - The investment approach highlighted involves identifying growth opportunities with attractive risk/reward profiles, particularly in beaten-down stocks that have significant upside potential [1]. - The investment group mentioned specializes in high-potential opportunities across various sectors, focusing on stocks with strong growth potential and favorable valuations [1].

Core Insights - Oracle Corporation's stock has experienced a significant decline of over 45% in recent months, indicating a drastic shift in market sentiment towards the company [1]. Group 1: Company Performance - The stock price of Oracle Corporation has seen a massive tumble, reflecting a potential opportunity for investors who focus on recovery plays [1]. Group 2: Investment Strategy - The investment approach highlighted involves identifying growth opportunities with attractive risk/reward profiles, particularly in beaten-down stocks that have significant upside potential [1]. - The investment group mentioned specializes in high-potential opportunities across various sectors, focusing on stocks with strong growth potential and favorable valuations [1].

Core Insights - PayPal Holdings, Inc. (PYPL) has faced a challenging year, with a brief recovery in 2024 that did not sustain, leading investors to reassess their positions [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors [1] - The analyst identifies attractive risk/reward opportunities that could generate alpha above the S&P 500, demonstrating outperformance with selected picks [1] - The investment strategy emphasizes growth opportunities with significant upside potential, avoiding overhyped stocks while targeting beaten-down stocks [1] Group 2: Investment Strategy - The investment group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, focusing on stocks with strong growth potential and attractive valuations [1] - The investment outlook typically spans 18 to 24 months, aiming to capitalize on robust fundamentals and turnaround plays [1]

It's truly a year to forget for long-suffering investors of PayPal Holdings, Inc. ( PYPL ). The recovery in 2024 proved to be short-lived, as investors reassessed whetherJR 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 alp ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but they also come with higher risks and volatility. Identifying strong growth stocks is challenging, especially if a company's growth phase is ending [1]. Group 1: Growth Stock Identification - The Zacks Growth Style Score system helps investors identify promising growth stocks by analyzing real growth prospects beyond traditional metrics. Cognizant (CTSH) is currently highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2]. - Research indicates that stocks with the best growth features consistently outperform the market, particularly those with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [3]. Group 2: Earnings Growth - Earnings growth is crucial for investors, with double-digit growth being particularly desirable as it signals strong future prospects. Cognizant's historical EPS growth rate is 7.7%, but projected EPS growth for this year is 10.6%, surpassing the industry average of 10% [4]. Group 3: Asset Utilization and Sales Growth - Cognizant's asset utilization ratio (sales-to-total-assets ratio) is 1.04, indicating that the company generates $1.04 in sales for every dollar in assets, which is higher than the industry average of 0.93, showcasing better efficiency [5]. - The company's sales are expected to grow by 6.7% this year, compared to the industry average of 5.5%, indicating strong sales growth potential [6]. Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are important for stock price movements. Cognizant's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [7]. Group 5: Overall Assessment - Cognizant has achieved a Zacks Rank of 2 and a Growth Score of B, based on various favorable metrics, suggesting it is a potential outperformer and a solid choice 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.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 wit ...

Core Insights - The article discusses the recent market volatility and highlights the investment strategy of JR Research, who is recognized as a top analyst in technology and growth sectors [1] Group 1: Investment Strategy - JR Research focuses on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 through robust price action analysis combined with fundamental investing [1] - The investment approach emphasizes growth investing opportunities with significant upside potential, avoiding overhyped and overvalued stocks while targeting beaten-down stocks with recovery possibilities [1] - The investing group Ultimate Growth Investing aims to capitalize on growth stocks with strong fundamentals and turnaround plays, with a typical outlook of 18 to 24 months for investment theses to materialize [1] Group 2: Analyst Recognition - JR Research has been recognized by TipRanks and Seeking Alpha as a top analyst, particularly in the fields of technology, software, and internet investments [1] - The analyst has demonstrated outperformance with selected picks, indicating a successful track record in identifying high-potential investment opportunities [1]

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GOOGL, AMZN, ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, but identifying such stocks 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] - Northrim BanCorp (NRIM) 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 attracting investor interest, with double-digit growth being particularly desirable [4] - Northrim's projected EPS growth for the current year is 51.1%, significantly surpassing the industry average of 12.3% [5] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - Northrim's year-over-year cash flow growth stands at 40.3%, compared to an industry average of -12.6% [6] - The company's historical cash flow growth rate over the past 3-5 years is 10.6%, exceeding the industry average of 4% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [8] - Northrim's current-year earnings estimates have increased by 6.6% over the past month, indicating a favorable outlook [9] Group 5: Overall Assessment - Northrim has achieved a Growth Score of B and a Zacks Rank 1, suggesting it is a potential outperformer and a solid choice for growth investors [11]