Valued at a market cap of $39.3 billion, Garmin Ltd. (GRMN) designs, develops, manufactures, markets, and distributes a range of wireless devices. The Schaffhausen, Switzerland-based company is scheduled to announce its fiscal Q4 earnings for 2025 before the market opens on Wednesday, Feb. 18. Ahead of this event, analysts expect this tech company to report a profit of $2.39 per share, down marginally from $2.41 per share in the year-ago quarter. The company has surpassed Wall Street’s bottom-line estima ...

Company Overview - T-Mobile US, Inc. has a market cap of $231.9 billion and is a leading national wireless service provider in the U.S., Puerto Rico, and the U.S. Virgin Islands, offering voice, messaging, data, and high-speed internet services [1] - The company operates under the T-Mobile, Metro by T-Mobile, and Mint Mobile brands, providing wireless devices, accessories, and financing solutions through various retail channels [2] Stock Performance - T-Mobile US shares have decreased 25.2% from their 52-week high of $276.49 and have fallen 17.8% over the past three months, underperforming the Nasdaq Composite's 7.4% gain [3] - Year-to-date, TMUS stock is down 6.3%, while the Nasdaq Composite has returned 19.2%. Over the past 52 weeks, T-Mobile shares have decreased 13.8%, compared to a 20.8% increase in the Nasdaq [4] Financial Results - In Q3 2025, T-Mobile reported adjusted EPS of $2.59 and revenue of $21.96 billion, exceeding expectations. However, the stock fell 3.3% following the report due to a GAAP EPS of $2.41, impacted by a $208 million impairment expense [5] - Cash purchases of property and equipment increased by 35% to $2.6 billion, and the company raised its 2025 capital expenditure guidance to approximately $10 billion, an increase of $500 million [5] Competitive Position - Compared to AT&T Inc., which has seen its stock rise nearly 12% over the past 52 weeks and 13.6% year-to-date, T-Mobile's stock has underperformed [6] - Despite the stock's challenges, analysts maintain a moderately optimistic outlook, with a consensus rating of "Moderate Buy" and a mean price target of $274.65, indicating a potential upside of 32.7% from current levels [6]

Core Insights - The article emphasizes the importance of sales growth over earnings when evaluating stocks, suggesting that steady sales growth indicates strong demand and a durable business model [2][3][10] - A selection of stocks with robust sales growth and high cash balances is recommended, including StoneCo, Garmin, Assurant, VICI Properties, and Duke Energy, all of which show promising sales growth for 2025 [10][11][12][13][14][15] Sales Growth and Cash Flow - Sales growth is preferred over earnings as it reflects actual demand and provides visibility into a company's business model [3][5] - Constant sales growth leads to predictable cash flows, allowing companies to reinvest, expand, or return capital to shareholders without excessive debt reliance [5] Stock Selection Criteria - Stocks are shortlisted based on criteria such as 5-Year Historical Sales Growth greater than industry average and Cash Flow exceeding $500 million [6] - Additional metrics include a Price/Sales (P/S) Ratio lower than the industry average, positive changes in sales estimate revisions, operating margins above 5%, and Return on Equity (ROE) greater than 5% [7][8][9] Recommended Stocks - **StoneCo Ltd. (STNE)**: Expected sales growth of 9.8% for 2025, currently holds a Zacks Rank 1 [11] - **Garmin Ltd. (GRMN)**: Anticipated sales growth of 12.3% for 2025, currently holds a Zacks Rank 2 [12] - **Assurant Inc. (AIZ)**: Projected sales growth of 5.7% for 2025, currently holds a Zacks Rank 2 [13] - **VICI Properties Inc. (VICI)**: Expected sales growth of 4% for 2025, currently holds a Zacks Rank 2 [14] - **Duke Energy Corporation (DUK)**: Anticipated sales growth of 4.6% for 2025, currently holds a Zacks Rank 2 [15]