These stocks are poised for a comeback.As the major market indices hit new highs, investors can still find undervalued stocks set up for attractive returns. We'll look at two discounted growth stocks trading between 60% to 80% below their previous peaks. These businesses are experiencing growing demand for their services and trade at low valuations relative to expected earnings. 1. CarnivalDespite rising 62% over the last year, Carnival (CCL -1.04%) stock remains deeply undervalued and trading 60% off its a ...

League lacrosse gearing up for its championship weekend. This is a league recently inked a fresh 5-year broadcast deal with ESPN. The network also became a minority owner in the PLL.Here to talk about the league's growth, the big weekend, and the sports streaming landscape, PLL co-founder Paul Rael. Paul, great to see you. Great to see you, too.Thanks for having me. Um, perfect timing. We got a potentially big media deal here in the works.They've got a lot of sports assets, Warner Brothers, uh, and Paramoun ...

Group 1: SoFi Technologies Overview - SoFi has transformed from a student loan refinancing company to a comprehensive financial services provider, offering a diversified lineup of products including investment services and various types of loans [3] - The company has seen significant growth, with net income increasing by 459% to $97.3 million and revenue rising by 44% year over year to $858 million in the second quarter [3][4] - SoFi's membership reached 11.7 million, utilizing a total of 17.1 million products, indicating a product-to-member ratio of 1.5, suggesting potential for cross-selling additional services [8] Group 2: Financial Performance - SoFi's recurring fee-based revenue surged by 72% to $378 million, accounting for approximately 44% of total sales [4] - The company's stock price has increased by 85% year to date, reflecting strong financial results and market performance [4] Group 3: Future Growth Potential - SoFi has ample room for growth over the next decade by expanding its range of services and increasing its member base [2] - The company is well-positioned to capitalize on the preferences of younger adults who are increasingly seeking digital banking solutions [1]

Core Viewpoint - The Trade Desk has experienced significant stock decline following its recent earnings report, raising questions about its future prospects in the competitive digital advertising landscape [1][2][13]. Group 1: Recent Performance and Challenges - The Trade Desk's stock fell nearly 39% on August 8, marking its steepest single-day decline after posting quarterly results that disappointed investors [1][4]. - Revenue growth has slowed, with Q2 2025 revenue rising 19% year over year to $694 million, down from previous growth rates. Management has guided for Q3 revenue of at least $717 million, indicating only 14% growth [5][6]. - The company faces challenges in transitioning to its AI platform, Kokai, and is contending with increased competition, particularly from Amazon, which is expanding its advertising business [6][7]. Group 2: Management Changes and Market Sentiment - A significant management change was announced, with longtime CFO Laura Schenkein stepping down, which has unsettled investors and raised concerns about stability during a challenging period [8][9]. - The market's reaction to the management transition reflects investor sensitivity to changes during times of underperformance [8]. Group 3: Long-term Outlook and Opportunities - Despite short-term challenges, The Trade Desk remains the largest independent demand-side platform globally, maintaining its leadership position [10]. - The company's AI engine, Kokai, is gaining adoption, and the overall trend towards AI technology is expected to continue, positioning the company favorably for the future [11]. - The Trade Desk is benefiting from significant secular tailwinds in retail media and connected TV, which are growing faster than the broader advertising market, suggesting potential for multiple players to succeed [11][13]. Group 4: Investor Considerations - The recent stock decline presents a potential opportunity for long-term investors, although caution is advised until there is greater visibility on the company's turnaround efforts [14][15]. - Monitoring the company's progress in addressing its challenges will be crucial for investors considering their next moves [14][16].

Core Viewpoint - PubMatic's stock experienced a significant decline due to disappointing guidance for the third quarter, despite a generally positive second-quarter performance [1][5]. Financial Performance - PubMatic reported a 6% increase in revenue for the second quarter, totaling $71.1 million, with a net dollar-based retention rate of 102% [1]. - The company generated $9.3 million in free cash flow in the second quarter, an increase from $6.9 million in the same period last year [4]. - Cash and marketable securities amounted to $118 million at the end of the second quarter, with no debt [9]. Growth Drivers - Connected TV (CTV) was a significant growth area, with revenue increasing over 50% year over year, and omnichannel video revenue grew by 34%, making up 41% of total revenue [2]. - The Activate solution for video ad inventory saw buying activity more than double from the first quarter, with PayPal as a notable customer [3]. Challenges and Outlook - The company's third-quarter revenue guidance is projected between $61 million and $66 million, reflecting a year-over-year decline of about 12% at the midpoint [5]. - A reduction in ad spending from a major demand-side platform (DSP) buyer is a primary reason for the poor outlook, with speculation pointing to The Trade Desk [6]. - PubMatic is working to diversify its DSP partner mix, with ad spending from performance marketers and mid-tier DSPs increasing by over 20% in the second quarter [7]. Investment Considerations - Despite the current challenges, the company’s strong balance sheet and cash position provide a buffer against short-term disruptions [9]. - The stock is trading near its 52-week low, with a market capitalization of approximately $400 million, and the company has the potential to scale up share repurchases [10]. - The overall assessment suggests that the current issues may be temporary, and the company’s ongoing diversification efforts could stabilize revenue growth in the future [8][11].

Core Insights - Nexxen International Ltd. (NEXN) is set to announce its second-quarter 2025 results on August 13, with a history of earnings surprises, having exceeded the Zacks Consensus Estimate in two of the last four quarters, with an average surprise of 51% [1] Group 1: Q2 Expectations - The Zacks Consensus Estimate for NEXN's revenues is $93.1 million, reflecting a 5.1% increase from the same quarter last year [2][10] - The consensus estimate for earnings per share (EPS) is 19 cents, indicating a more than 100% increase compared to the previous year's quarter [2][10] Group 2: Operational Performance - NEXN entered Q2 with strong operational momentum, following record results in Q1, driven by growth in Connected TV and significant adjusted EBITDA expansion [3] - Years of investment in advanced technology and data capabilities are yielding substantial returns, with industry partners increasingly adopting NEXN's AI-powered data and technology solutions [4] Group 3: Market Position - Despite uncertain market conditions, NEXN's solutions are experiencing growing industry adoption, which may support revenue growth and improved margins, reinforcing its leadership in the digital advertising and CTV ecosystem [5] Group 4: Earnings Prediction Model - Current analysis indicates that NEXN does not have a conclusive prediction for an earnings beat, with an Earnings ESP of 0.00% and a Zacks Rank of 3 [6]

What we do We provide a platform for ad buyers. Most buyers are ad agencies, brands, or other technology companies. INVESTOR RELATIONS PRESENTATION Second Quarter 2025 Statement of caution under the Private Securities Litigation Reform Act of 1995 This document contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to expectations concerning matters that (a) are not historical facts, (b) predict or forecast future events or r ...

Core Insights - Prime Video is evolving from a mere perk of Amazon Prime membership to a significant strategic asset and growth engine for the company [2][15] - The introduction of an ad-supported model and integration with Amazon's retail ecosystem positions Prime Video as a powerful player in the connected TV (CTV) market [5][11] Strategic Shift - Initially, Prime Video was designed to enhance customer loyalty and reduce churn by providing video content to e-commerce customers [4] - The service has transitioned from a defensive strategy to a core component of Amazon's business model, now offering third-party subscriptions and ad-supported content [5][6] Advertising Potential - The rollout of ads on Prime Video has opened access to over 200 million global viewers, making it one of the largest ad-supported streaming platforms [8][9] - Amazon's advertising model leverages retail data to allow brands to target viewers based on purchasing behavior, creating a seamless shopping experience [10][13] Connected TV Strategy - Prime Video serves as Amazon's entry point into the living room, with over 200 million Fire TV devices sold, enabling control over the CTV ecosystem [12] - This integrated approach allows Amazon to collect first-party data and enhance ad effectiveness, positioning it as a leader in the CTV advertising space [11][13] Ecosystem Integration - Prime Video is a crucial element in Amazon's strategy to merge commerce, content, and advertising, creating a defensible business model [14][16] - The interconnectedness of Amazon's services enhances overall growth, making Prime Video a vital asset for future expansion [15][16]

Group 1: Market Overview - The S&P 500 index is trading at 29 times trailing earnings, significantly higher than its historical median of 17.9 times, indicating a potentially overvalued market [1] - Despite the overall market highs, there are undervalued high-quality stocks available [1] Group 2: Roku Company Analysis - Roku's shares have declined by almost 80% from their 2021 highs, facing challenges such as profitability issues, competition, stagnant average revenue per user, and weakness in the advertising market [4] - The global ad spending in the Connected TV (CTV) segment is expected to grow by 13% year-over-year, reaching $26.6 billion, which is beneficial for Roku, holding 38% of the U.S. CTV device market [5] - Roku's platform business generated $881 million in revenue in Q1, up 17% year-over-year, with a gross margin of 52.7% [8] - The stock is currently trading at 3.2 times sales, suggesting it is undervalued compared to its robust platform capabilities [9] Group 3: Snap Company Analysis - Snap's shares are down 88% from their all-time high in 2021, with concerns over Q2 guidance amid a challenging ad spending environment and competition [10] - Snap's daily active users reached 460 million in Q1 2025, with a significant increase in engagement, indicating a strong user base [12] - The premium subscription service, Snapchat+, has nearly 15 million subscribers, generating $152 million in Q1, a 75% year-over-year increase [13] - Snap's adjusted EBITDA surged 137% year-over-year to $108 million, and free cash flow increased by 200% to $114 million in Q1 [15] - The stock trades at just 3 times sales, reflecting a disconnect between its price and growth potential [16]

Core Viewpoint - AppLovin received a positive endorsement from Citigroup, which has classified it as a top pick, leading to a 6.5% increase in its stock price [1][3][4] Group 1: Stock Performance - AppLovin's stock rose by 6.5% following Citigroup's endorsement [3] - The stock is currently experiencing volatility but was a breakout winner last year [4] - Citigroup maintains a buy rating with a price target of $600, suggesting nearly 70% upside potential [5] Group 2: Financial Performance - In Q1, AppLovin reported a 71% growth in its core advertising business, reaching $1.15 billion [6] - Adjusted EBITDA increased by 92% to $943.3 million [6] Group 3: Strategic Focus - The company sold its mobile app game business in May to concentrate on its ad tech platform [7] - AppLovin is planning to enter new verticals, such as connected TV, which could drive further growth [7] - The upcoming report on August 6 is anticipated to significantly impact the stock's performance [7]