Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 17th:ProKidney Corp. (PROK) : This clinical-stage biotechnology company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% over the last 60 days.ProKidney’s shares gained 371.7% over the last three months compared with the S&P 500’s advance of 18.2%. The company possesses a Momentum Score of A.Roku, Inc. (ROKU) : This operator of a TV streami ...

With Netflix shares trading near its highest valuations going back to 2022, there’s a lot riding on the streaming giant’s upcoming earnings report and its outlook for the months ahead https://t.co/i9SpP9SfPF ...

Core Viewpoint - Netflix is expected to report record revenue and earnings for the second quarter, driven by price increases and the growth of its advertising tier, despite a slowdown in subscriber growth following its password-sharing crackdown [1][2][3]. Revenue and Earnings Expectations - Wall Street anticipates Netflix will achieve $11.1 billion in revenue and $7.08 in earnings per share for the second quarter, an increase from $10.5 billion and $6.61 in the first quarter [1]. Growth Drivers - The primary growth drivers for Netflix this quarter are the price hikes implemented earlier in the year and the burgeoning advertising tier, which accounted for nearly half of the subscriber growth in the US during the first five months of 2025 [2][3]. - The advertising tier is on a strong trajectory and may eventually generate more revenue per user than the ad-free tier [2]. Subscriber Growth Trends - Netflix experienced significant subscriber growth in 2024 due to the password-sharing crackdown, with 41 million net sign-ups, including 18.9 million in the fourth quarter [3]. - However, the company has likely exhausted most of the immediate growth potential, as gross monthly additions in the US have leveled off, and the resubscribe rate has rebounded, indicating fewer first-time sign-ups [4]. Future Growth Potential - Analysts remain confident in Netflix's ability to sustain growth despite the diminishing effects of the password-sharing crackdown, citing the company's unmatched scale in streaming and opportunities in advertising and live sports [6][11]. - A strong content slate for the second half of the year, including new seasons of popular shows and live NFL games, is expected to bolster viewership and engagement [12]. - Netflix's viewership share remains strong compared to its paid competitors, despite losing some ground to YouTube [12]. Additional Growth Opportunities - Gaming is identified as a potential growth lever for Netflix, with analysts suggesting that the company is well-positioned to capitalize on this market, as many rivals have not yet made significant strides in streaming gaming [13].

Wednesday, July 16, 2025Markets shook off a midday ditch to ramp back up into the green as of today’s close. A report that President Trump intended on firing Fed Chair Jerome Powell sent all major indexes into the loss column, but it was a temporary condition. Reports are currently that there is a letter drafted with which to relieve Powell of his duties as head of the Fed, but the president has since said he does not intend to send it.To make a long story short, the Dow closed up +231 points this Hump Day, ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Spotify Technology S.A. (SPOT) shares have increased by 141% over the past year, significantly outperforming the industry average of 43.3% and the Zacks S&P 500 Composite's 12.1% rise [1] Group 1: Growth and Innovations - Spotify has introduced AI-driven features such as AI DJ and AI Playlist, leading to increased customer engagement [5] - The company reported a 16.9% growth in monthly active users (MAU) in Q4 2023 compared to Q1 2023, with a 10% rise by the end of Q4 2024 and an addition of 3 million MAUs in Q1 2025 [6] - The AI Playlist feature has expanded into over 40 new markets, contributing to a 4% year-over-year revenue per user growth in the latest quarter [7] - Spotify is now accepting audiobooks from ElevenLabs, allowing authors to narrate in 29 languages, which will enhance its position in the global audio streaming market [8] Group 2: Financial Outlook - The Zacks Consensus Estimate for Spotify's 2025 revenues is $20.5 billion, indicating a year-over-year increase of 20.7%, with a projected 14.2% rise in 2026 [10] - The consensus estimate for earnings per share is $9.15 for 2025, reflecting a 53.8% year-over-year increase, and a 45.3% growth is anticipated for 2026 [10] - Spotify's current ratio in Q1 2025 is 1.48, showing improvement from 1.42 in the previous year, although it still lags behind the industry average of 2.34 [11] Group 3: Valuation and Profitability Concerns - Spotify's forward 12-month price-to-earnings ratio is 62.5X, exceeding the industry average of 40.15X, indicating potential overvaluation [13] - The trailing 12-month EV-to-EBITDA ratio is 70.13X, significantly higher than the industry's average of 14.94X [13] - The company's return on equity (ROE) stands at 22.5%, below the industry average of 32.5%, and has declined by 260 basis points from the previous quarter [16] Group 4: Competitive Landscape - Spotify holds a 36% share of the paid audience in the U.S. as of 2024, while Apple Music and Amazon Music hold 30.7% and 23.8%, respectively, indicating a highly competitive market [18] - The company faces challenges from competitors like Apple Music's lossless audio and Amazon Music's Prime Subscription, which could impact its market position [19] Group 5: Investment Recommendation - The incorporation of AI in Spotify's offerings has enhanced customer growth, and partnerships like that with ElevenLabs support global expansion [20] - Despite promising financial outlooks and a strong liquidity position, the stock's high valuation and lagging profitability raise concerns [21] - Given the competitive landscape and valuation issues, it is suggested that investors hold their positions for now, awaiting a more favorable entry point [22]

Core Viewpoint - Netflix is expected to report strong earnings growth and revenue growth in its upcoming second-quarter 2025 results, with shares having risen significantly in recent months, outperforming the broader industry [1][4]. Company Performance - Netflix shares have increased approximately 29% over the past three months, compared to the broader industry's growth of 25.1% [1]. - The company has an Earnings ESP of +1.68% and a Zacks Rank of 2 (Buy), indicating a strong likelihood of beating earnings estimates [3]. - Analysts predict a substantial earnings growth of 44.7% and revenue growth of 15.6% for the upcoming quarter [4]. Analyst Sentiment - Analysts maintain a bullish outlook on Netflix, with an average brokerage recommendation of 1.72 from 45 firms, where 60% recommend Strong Buy [5]. - The average price target for Netflix is $1,239.18, with estimates ranging from $800 to $1,600 [5]. - Several analysts have raised their price targets ahead of the earnings release, with BMO Capital increasing its target to $1,425, citing record viewership for "Squid Game 3" and favorable foreign exchange trends [6][7]. Growth Drivers - Netflix's low-cost advertising-supported subscriptions and expansion into live sports are expected to drive growth [8]. - The company anticipates revenues to grow 15% year over year to $11.04 billion, with earnings per share expected to rise 44% to $7.03 [8]. Valuation Metrics - Netflix shares currently have a P/E ratio of 49.65, significantly higher than the industry average of 15.63, but the company has a strong Growth Score of B, indicating potential for continued growth [9]. ETFs in Focus - Several ETFs with significant allocations to Netflix include First Trust Dow Jones Internet Index Fund (FDN), FT Vest Dow Jones Internet & Target Income ETF (FDND), MicroSectors FANG+ ETN (FNGS), Communication Services Select Sector SPDR Fund (XLC), and Invesco Next Gen Media and Gaming ETF (GGME) [2][10][11][12][13][14].

Core Viewpoint - Trump Media and Technology Group Corp. is advancing its social media platform Truth Social by integrating artificial intelligence features, aiming to enhance user experience and expand its ecosystem [2][3]. Group 1: Company Initiatives - Trump Media has applied for trademarks for "Truth Social AI" and "Truth Social AI Search," indicating a strategic move to incorporate AI functionalities into its platform [2]. - The AI integration is intended for the Truth Social iOS and Android applications, as well as the web version, signifying a comprehensive approach to platform enhancement [3]. Group 2: Leadership Perspective - CEO Devin Nunes emphasized that the integration of AI represents a significant step forward in developing Truth Social as a reliable source for information and entertainment, countering perceived biases in mainstream media [3]. Group 3: Company Mission - Trump Media's mission focuses on promoting free speech and providing a platform for expression amidst increasing censorship by major tech companies, positioning itself as a safe harbor for users [5].

Shares have roared higher this year, climbing more than 40%. the company's most recent increases when Netflix reports earnings this week. Management noted in its first- quarter letter to shareholders that it would benefit from a full quarter of year-over-year price increases during Q2. Of course, Netflix's growth drivers don't end here. There's the company's foray into live events and gaming, as well as a continued crackdown on password sharing, too. All of these catalysts should help fuel double-digit reve ...

Core Insights - Earnings season is a critical period for market participants as companies disclose their financial performance, impacting stock prices and providing insights into economic trends [1][2][15] Group 1: Company Performance - Earnings reports reveal essential information such as revenues, expenses, and profits, which are crucial for assessing a company's financial health [3][15] - Palantir (PLTR) raised its revenue growth guidance for the current year, leading to a significant increase in its share price, reflecting strong demand driven by the AI sector [3][4] - Netflix (NFLX) experienced a surge in its stock price after reporting impressive subscriber metrics and a 25% growth in EPS, supported by a 12% increase in sales [7][15] Group 2: Market Trends - Earnings season provides a broader view of economic trends; for instance, disappointing results from retail companies may indicate a slowing consumer market, while strong earnings could suggest economic stability [9][15] - Newmont (NEM), a major gold producer, benefited from rising gold prices, with an average price of $2,643 per ounce, up from $2,004 the previous year, and reported record free cash flow of $1.6 billion [10][11]