These five companies have a lot of growth potential -- and some have posted incredible returns in recent years.I'm about to suggest some very promising "monster" stocks you might want to hold over the coming decade. They're not all monster-ish in the same way, as you'll see, but they each have great potential to deliver a monstrously wonderful performance in the years ahead.Read on, to see which one(s) seem like they'd be a good fit for you and your long-term portfolio. 1. Palantir TechnologiesLet's start w ...

Group 1 - DoorDash, Inc. shows a noticeable improvement in earnings outlook, making it an attractive investment option [1] - Analysts are raising earnings estimates for DoorDash, indicating growing optimism about the company's earnings prospects [2][3] - The Zacks Rank system, which rates stocks from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 ranked stocks averaging a +25% annual return since 2008 [3] Group 2 - For the current quarter, DoorDash is expected to earn $0.67 per share, reflecting a +76.3% change from the previous year [6] - Over the past 30 days, eight estimates for DoorDash have increased, leading to a 6.15% rise in the Zacks Consensus Estimate [6] - For the full year, DoorDash's expected earnings are $2.38 per share, representing a significant year-over-year increase of +720.7% [7] Group 3 - DoorDash currently holds a Zacks Rank 1 (Strong Buy) due to favorable estimate revisions, which can help investors make informed decisions [8] - Stocks with Zacks Rank 1 and 2 tend to significantly outperform the S&P 500 [8] Group 4 - DoorDash's stock has increased by 7.8% over the past four weeks due to strong estimate revisions, suggesting potential for further upside [9]

Core Insights - DoorDash reported second-quarter earnings of 65 cents per share, surpassing the analyst consensus estimate of 43 cents, with quarterly revenue of $3.28 billion, exceeding the Street estimate of $3.16 billion and up from $2.63 billion in the same period last year [1] Group 1 - The analyst from Wedbush reiterated a Neutral rating on DoorDash, raising the price forecast from $190 to $200, noting that the second-quarter adjusted EBITDA guidance of $600 million to $650 million aligns with consensus and exceeds the prior forecast of $541 million [2] - Despite ongoing U.S. macro uncertainty, the strong second-quarter Gross Order Value (GOV) outlook indicates a healthy growth trajectory for the full year, leading to a 4% increase in the 2025 GOV estimate and an 11% increase in adjusted EBITDA estimates [3] Group 2 - DoorDash announced agreements to acquire Deliveroo and SevenRooms, which are expected to expand its addressable market and enhance global product offerings, although the benefits from these acquisitions are not expected to materialize for several quarters, with transactions anticipated to close in the fourth quarter of 2025 [4] - The second-quarter GOV is forecasted at $23.6 billion, reflecting a 19.6% year-over-year gain compared to the prior estimate of $22.6 billion, which was a 14.3% year-over-year increase, while the revenue projection has been raised to $3.1 billion, up 18.7% year-over-year from the previous forecast of $3.0 billion [5]

Core Insights - Deliveroo reported a net loss of £19.2 million ($26 million) in the first half of 2025, a significant decline from a net profit of £1.3 million in the same period the previous year [2][3] - The loss is primarily attributed to costs associated with the acquisition by DoorDash, which is expected to be finalized in the final quarter of 2025 [2][3] - Despite the loss, Deliveroo's revenue grew by 8% to £1 billion, with orders also increasing by 8% [4] Company Performance - The company experienced its first annual profit in March 2025 after previous substantial losses due to high investment costs since its founding in 2013 [3][5] - The advisory and legal fees related to the DoorDash acquisition were significant contributors to the recent loss, and without these costs, Deliveroo anticipated a net profit [3] Acquisition Impact - The £2.9 billion takeover by DoorDash, agreed upon in May 2025, is set to enhance Deliveroo's market presence, operating in multiple countries including the UK, Belgium, France, and the UAE [2][5] - The combined entity will serve approximately 50 million monthly active users across more than 40 countries, expanding DoorDash's reach significantly [4]

Funding & Expansion - Calo 完成 39 million 美元 B 轮融资扩展 [1] - 公司着眼于英国市场 [1]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: China Internet and Other Services, specifically focusing on the food delivery sector - **Key Players**: Meituan, Alibaba (BABA), JD.com (JD) Core Insights and Arguments 1. **Government Regulation**: Shanghai market regulators have engaged with food delivery platforms to address ultra-low-price promotions and improve price governance, indicating potential government intervention in the competitive landscape [1][2] 2. **Competition Dynamics**: The heightened competition in the food delivery market is drawing increased government scrutiny, suggesting that price competition may peak in Q3 2025, with subsidies likely to decrease thereafter [2][3] 3. **Investment Projections**: Expected food delivery investments for Q2 2025 are approximately RMB 10 billion across three major players, with projections for Q3 2025 being RMB 12 billion for Meituan, RMB 20 billion for Alibaba, and RMB 15 billion for JD [3] 4. **Profitability Forecasts**: Anticipated year-over-year declines in operating profit margins for Meituan, Alibaba, and JD are projected at -48%, -20%, and -63% for Q2 2025, and -77%, -44%, and -73% for Q3 2025, respectively [3] 5. **Market Preferences**: The preference ranking among e-commerce players is BABA > Meituan > JD, with expectations for Alicloud's growth to drive share price increases [4] Additional Important Information 1. **Competitive Timeline**: A detailed timeline of competitive actions among food delivery services highlights significant events, such as JD's subsidy program and Meituan's aggressive promotions, which have escalated competition [4] 2. **Regulatory Concerns**: The People's Daily has criticized the sustainability of the ongoing price war, emphasizing the need for rational competition among major players [4] 3. **Long-term Margin Estimates**: Long-term gross transaction value (GTV) margin estimates for Meituan and Instashopping have been revised down to below 3% and 2%, respectively, reflecting the impact of competitive pressures [2] Conclusion The food delivery sector in China is experiencing intense competition, prompting regulatory attention and leading to significant investment and profitability challenges for major players. The evolving landscape suggests a potential shift in competitive strategies as companies adapt to regulatory pressures and market dynamics.

Investment Rating - The report maintains an Equal-weight rating for JD.com, Inc. with a price target cut from US$39.00 to US$28.00, reflecting a significant downward adjustment in earnings estimates due to food delivery investments [5][7][14]. Core Insights - JD.com is expected to invest over Rmb10 billion in food delivery during 2Q25, leading to a projected 63% year-over-year decline in non-GAAP net profit to Rmb5.3 billion, resulting in a non-GAAP net profit margin of 1.58% compared to 4.96% in 2Q24 [2][5]. - The report indicates no signs of cross-selling or synergies from the food delivery investments, with JDR revenue growth expected to be minimal [3][5]. - For 2025, total revenue is projected to grow by 12% year-over-year, but non-GAAP net profit is expected to decline by 43% to Rmb27.5 billion, indicating a non-GAAP net profit margin of 2.11% [5][12]. Summary by Sections 2Q25 Preview - JD.com is projected to experience a 63% year-over-year decline in non-GAAP net profit due to substantial investments in food delivery [2][5]. - The expected non-GAAP net profit margin for 2Q25 is 1.58%, a significant drop from the previous year [2]. 3Q25 Outlook - The report forecasts a 10% year-over-year increase in total revenue for 3Q25, but a 73% decline in non-GAAP net profit to Rmb3.6 billion, resulting in a non-GAAP net profit margin of 1.25% [4][5]. 2025 Financial Outlook - Total revenue is expected to reach Rmb1,298.39 billion in 2025, with a non-GAAP net profit of Rmb27.5 billion, reflecting a 43% year-over-year decline [5][12]. - The report highlights a significant reduction in earnings estimates for 2025, 2026, and 2027, with cuts of 39%, 32%, and 30% respectively [12][14]. Valuation - The price target of US$28 implies an 11x non-GAAP P/E for 2025, which is considered justified compared to Alibaba's e-commerce business [5][14]. - The report utilizes a DCF valuation methodology with a 13% WACC and a 3% terminal growth rate assumption [14].

Group 1: Chipotle Mexican Grill (CMG) - Bill Ackman has sold 85% of his peak stake in Chipotle over the past seven years, reducing his holdings from 144,123,150 shares in June 2018 to 21,541,177 shares by March 2025 [6][9][10] - Chipotle's stock has outperformed significantly, gaining 562% since mid-2018, which is 431 percentage points above the S&P 500 during the same period [10] - The company's current forward P/E ratio stands at 40, which is considered high given the recent slowdown in comparable restaurant sales, including a reported decline of 0.4% in the March-ended quarter [13][14] - Chipotle's innovation and premium positioning in the restaurant sector have contributed to its valuation, but there are concerns about the sustainability of this growth amid inflationary pressures [12][14] Group 2: Uber Technologies (UBER) - Ackman has acquired 30,301,161 shares of Uber, making it the largest holding in Pershing Square's portfolio, representing almost 19% of invested assets [17] - The global addressable market for ride-sharing is projected to grow from $87.7 billion in 2025 to $918.2 billion by 2033, indicating a potential tenfold increase [18] - Ackman praises Uber's management under CEO Dara Khosrowshahi for transforming the company into a profitable growth machine [19] - Uber's current forward P/E ratio is 27, and its price-to-sales ratio is 4.4, which is significantly higher than its main competitor Lyft, raising questions about the justification for this premium [20][21] - The success of Ackman's investment in Uber will depend on how well the company manages new competition and maintains its pricing power [22]

Core Insights - DoorDash Inc. (DASH) experienced a significant trading signal known as Power Inflow, indicating a potential uptrend in its stock price at $216.06, which is crucial for traders following institutional movements [2][6] - The Power Inflow is interpreted as a bullish signal by active traders, suggesting a favorable market condition for DoorDash [3][4] Trading Signal Analysis - The Power Inflow occurred within the first two hours of market open, which typically helps gauge the stock's overall direction for the remainder of the trading day, driven by institutional activity [4] - Following the Power Inflow, DoorDash's stock reached a high price of $221.31 and a close price of $220.59, resulting in returns of 2.4% and 2.1% respectively, highlighting the importance of a structured trading plan [8] Order Flow Analytics - Order flow analytics, which involves analyzing the flow of buy and sell orders, provides insights into market conditions and helps traders identify potential trading opportunities [3][5] - Incorporating order flow analytics into trading strategies can enhance trading performance, although effective risk management remains essential for capital protection [5]

Core Viewpoint - JD.com has experienced a significant decline in share price, dropping 18.5% over the past three months, underperforming both the Zacks Internet-Commerce industry and the Zacks Retail-Wholesale sector [1][2]. Financial Performance - Revenue growth for JD.com remains solid, with a year-over-year increase of 16% in Q1 2025, but the company is facing challenges with thinning margins across its core and emerging businesses, raising concerns about long-term profitability [2][6]. - JD reported a non-GAAP operating margin of 3.9% in Q1 2025, with JD Retail achieving a margin of 4.9%, up from 4.1% a year ago. However, JD Logistics had a margin of only 0.3%, and the New Businesses segment reported a non-GAAP operating loss of RMB 1.3 billion, equating to a negative margin of 23.1% [6][7]. Cost Pressures - Fulfillment costs increased by 17.4% year over year to RMB 19.7 billion, which is outpacing revenue growth and raising concerns about the company's ability to achieve meaningful margin expansion [7]. - Marketing and R&D expenses have also risen, further limiting JD's capacity to scale profitably [7]. Competitive Landscape - JD.com operates in a highly competitive market, facing significant pressure from rivals such as Alibaba, which holds approximately 80% of China's market share, and PDD Holdings, which attracts price-sensitive consumers with discounts [10][11]. - Competitors like Meituan are also a threat in the food delivery sector, where JD has recently launched its own service [12]. Strategic Initiatives - JD is aggressively investing in new growth areas, including food delivery and AI, but these initiatives are still in early stages and have not yet produced significant financial returns [8][9]. - The company acknowledges that many operational systems are still under development, focusing on scaling rather than immediate profitability, which adds risk in a competitive environment [9]. Earnings Estimates - The Zacks Consensus Estimate for JD's 2025 earnings is $3.81 per share, revised downward by 16.9% over the past 30 days, indicating a year-over-year decline of 10.56%. The revenue estimate for 2025 is $179 billion, suggesting an 11.35% year-over-year growth [13]. Valuation - JD currently trades at a forward 12-month P/E ratio of 8.08X, significantly lower than the Zacks Internet-Commerce industry's average of 24.31X, indicating a potentially undervalued stock relative to expected earnings growth [14]. Conclusion - Despite a low valuation, JD's recent stock performance and business fundamentals raise concerns. The company's aggressive expansion efforts have yet to yield meaningful returns, while ongoing margin pressures and rising costs persist [15][18].