Core Viewpoint - The stock market is expected to see a shift from large-cap dominance to a focus on high-growth midcap stocks in the latter part of 2025, with potential changes in interest rates and inflation impacting investor sentiment [2][27]. Group 1: Stock Recommendations - Five stocks are highlighted for September 2025, characterized by optimistic outlooks, positive cash flow, and manageable debt levels [3]. - The stocks are ranked by market capitalization, with detailed metrics provided for each [3]. Group 2: Monday.com Ltd. (MNDY) - Expected EPS growth for Monday.com is over 25%, with a price target upside above 35% [4]. - The stock price is currently $193, with an expected EPS of $0.62 for 2024 and a projected growth of 550.4% this year [5]. - The company has a positive free cash flow and a debt/free cash flow ratio under 2, indicating strong financial health [4]. Group 3: Wix.com Ltd. (WIX) - Wix.com has a strong buy rating from eight analysts, with an average price target of $214.84 and a consensus EPS target of $6.92 for 2025, up from $2.36 in 2024 [11]. - The company has seen free cash flow grow from $32 million in 2022 to $488 million in 2024, driven by increased demand for its services [11]. Group 4: Dolby Laboratories (DLB) - Dolby has a strong buy rating from two analysts, with an average price target of $102.25 and a consensus EPS target of $4 for fiscal 2025, up from $2.69 in fiscal 2024 [14]. - The company reported $68 million in operating cash flow in the last quarter and has $777 million in cash and investments on its balance sheet [15]. Group 5: Krystal Biotech (KRYS) - Krystal Biotech is rated a strong buy by seven analysts, with an average price target of $204.90 and a consensus EPS target of $5.06 for 2025, up from around $3 in 2024 [20]. - The company estimates a global market opportunity for its product Vyjuvek exceeding $1 billion, with plans for expansion into various markets [21]. Group 6: Harmony Biosciences Holdings (HRMY) - Harmony Biosciences has a strong buy rating from five analysts, with an average price target of $55.33 and a consensus EPS expectation of $3.21 for 2025, up from $2.51 in 2024 [24]. - The company's flagship product, Wakix, generated $714.7 million in sales for 2024, reflecting a 20% annual gain [25].