Transmedics $TMDX Q4 24 results
Revenue $122M
Q4 23 $81M +50% 🟢
Est. $109M beat 🟢
EPS $0.19
Q4 23 $0.12 +58% 🟢
Est. $0.16 beat 🟢
Transmedics $TMDX Q4 24 results
Revenue $122M
Q4 23 $81M +50% 🟢
Est. $109M beat 🟢
EPS $0.19
Q4 23 $0.12 +58% 🟢
Est. $0.16 beat 🟢
Hims&Hers $HIMS Q4 24 results
Revenue $481M
Q4 23 $247M +95% 🟢
Est. $471M beat 🟢
EPS $0.11
Q4 23 $0.01 +1,000% 🟢
Est. $0.11 beat 🟢
🏰 What are the 3 highest-moat stocks that come to mind?
Let’s see which companies get the most votes! 👇
🎯 Analyst Recommendation Changes
Adyen 1,843€
GS. Buy. 2,200€ ▶️ 2,400€ 🟢
Rheinmetall 965€
UBS. Hold. 805€ ▶️ 924€ 🟢
Genmab 1,512DKK
DB. Buy. 2,250 ▶️ 2,100DKK 🔴
Hermes 2,812€
Stifel. Buy. 2,560€ ▶️ 2,900€ 🟢
Euronext 118€
Citi. Buy. 127€ ▶️ 134€ 🟢
Nestle 82CHF
CER. Hold. 78 ▶️ 88CHF 🟢
🚢 GTT 12.4x
🛢️ Technip Energies 12.2x
🚤 Sanlorenzo 10.8x
📦 PDD 10.4x
💰 GQG 10.1x
⛴️ Tidewater 9.8x
🎰 Betsson 9.8x
🎧 Teleperformance 7.9x
🚤 The Italian Sea Group 7.8x
💵 Gigacloud Tech 5.9x
2/2
Yes, markets may seem expensive right now, but don't worry, you can still find reasonably valued stocks! 💎
👇 Here are 15 stocks with a 2025 PE under 15x
From highest PE to lowest PE
⛏️ Tasmea 15.0x
💳 Pluxee 14.8x
💉 Genmab 14.0x
💉 Halozyme 12.9x
🎰 Evolution 12.9x
1/2
💡 Investing doesn’t have to be complicated—sometimes simplicity wins
Here is a 5-stock portfolio packed with long-term potential
🏭 ASML $ASML
📦 Amazon $AMZN
💻 Alphabet $GOOGL
🚖 Uber $UBER
📦 Mercadolibre $MELI
What do you think? Would you add any others?
Zoetis $ZTS Q4 24 results
Good results but weak guidance
Revenue $2,317M
Q4 23 $2,213M +5% 🟢
Est. $2,299M beat 🟢
EPS $1.29
Q4 23 $1.14 +13% 🟢
Est. $1.25 beat 🟢
Novo Nordisk 615DKK / DZB. Hold. 637 ▶️ 630DKK 🔴
CME Group $243 / Autonomous. Buy. $265 ▶️ $271 🟢
Cantaloupe $9.8 / B. Riley. Buy. $10.5 ▶️ $11.5 🟢
Netflix $1,024 / Citi. Hold. $920 ▶️ $1,020 🟢
Nike $70 / DB. Buy. $84 ▶️ $77 🔴
MIPS 547SEK / Danske Bank. Buy. 680 ▶️ 725SEK 🟢
2/2
🎯 Analyst Recommendation Changes
Fortinet $110 / HSBC. Buy. $111 ▶️ $127 🟢
Amazon $232 / CR. Buy. $245 ▶️ $278 🟢
Lululemon $399 / Oppenheimer. Buy. $380 ▶️ $500 🟢
Qualys $137 / Wedbush. Buy. $175 ▶️ $160 🔴
ELF $72 / Truist. Buy. $150 ▶️ $100 🔴
1/2
🔍 Another big week is ahead
👇 Here are the earnings reports I will follow. What about you?
MONDAY
McDonald's
Vertex
Medpace
TUESDAY
Coca-Cola
Shopify
S&P Global
WEDNESDAY
Vertiv
Applovin
Genmab
Paycom
THURSDAY
Deere&Co
Applied Materials
Adyen
Zoetis
Airbnb
Fortinet
FRIDAY
Moderna
GQG
💡 Have you heard of VusionGroup $VU?
📈 This French small-cap is projected to grow 30% annually in 2025, 2026, and 2027!
❓ But can this momentum continue? What are the key risks and opportunities?
🔍 Check out my last article about it!
qualitystocks.substack.com/p/vusiongrou...
🚀 12 large-caps poised to grow their EPS by over 25% next year!
Which ones are on your watchlist? 👇
Oracle 25.2%
Lam Research 26.2%
On Holding 30.9%
Mercadolibre 33.9%
KLA Corporation 39.1%
Nu Holdings 39.2%
Wisetech 42.2%
The Trade Desk 42.9%
Rheinmetall 48.9%
Alibaba 51.1%
SAP 120%
NVidia 136%
Betsson $BETS Q4 24 results
Revenue 306.8M€
Q4 23 251.9M€ +22% 🟢
Est. 295.8M€ beat 🟢
EPS 0.38€
Q4 23 0.30€ +27% 🟢
Est. 0.41€ miss 🔴
Palantir $PLTR Q4 24 results
Revenue $827M
Q4 23 $608M +36% 🟢
Est. $781M beat 🟢
EPS $0.03
Q4 23 $0.04 -25% 🔴
Est. $0.03 🟠
IDEXX $IDXX Q4 24 results
Shares are up +12% 🟢 following the results
Revenue $954M
Q4 23 $902M +5.8% 🟢
Est. $937M beat 🟢
EPS $2.62
Q4 23 $2.32 +12.9% 🟢
Est. $2.40 beat 🟢
🔴 Tough day in the markets? No need to dwell on it. The best thing to do: shut down your computer and focus on something else!
03.02.2025 10:18 — 👍 0 🔁 0 💬 0 📌 0
Want to spot potential stock market gems? Look for
📈 2025 EPS Growth > 10%
📊 Positive Margin Trend
💰 2025 PE < 25x
💎 ROIC > 15%
🔎 Here are 8 stocks that fit the bill
💉 Novo Nordisk
💻 Alphabet
📦 InPost
💉 Halozyme
🚤 The Italian Sea Group
📦 PDD
⛏️ Tasmea
🏭 Lam Research
Which one is on your watchlist?
💡 Notably, the performance of the Magnificent 7 / BATMMAAN has varied significantly since the beginning of the year
🏭 Broadcom -4.6% 🔴
📱 Apple -5.8% 🔴
🚗 Tesla +0.2% 🟢
📸 Meta +17.7% 🟢
💻 Microsoft -1.5% 🔴
💻 Alphabet +7.8% 🟢
📦 Amazon +8.3% 🟢
🎮 NVidia -10.6% 🔴
Evolution $EVO Q4 24 results
Revenue 534M€
Q4 23 475M€ +12.3% 🟢
Est. 537M€ miss 🔴
EPS 1.38€
Q4 23 1.32€ +4.4% 🟢
Est. 1.35€ beat 🟢
Manhattan $MANH Q4 24 results
Decent results but ultra weak 2025 guidance + rich valuation = shares are down 23% 🔴 premarket
Revenue $256M
Q4 23 $238 +7.4% 🟢
Est. $253M beat 🟢
EPS $0.77
Q4 23 $0.78 -1.3% 🔴
Est. $0.75 beat 🟢
ASML $ASML Q4 24 results
Revenue 9.3B€
Q4 23 7.2B€ +28% 🟢
Est. 9.1B€ beat 🟢
EPS 6.84€
Q4 23 5.20€ +31% 🟢
Est. 6.73€ beat 🟢
Lockheed Martin $LMT Q4 24 results
Shares are down -3% premarket
Revenue $18,622M
Q4 23 $18,874M -1.3% 🔴
Est. $18,788M miss 🔴
EPS $2.22
Q423 $7.58 -70.7% 🔴
Est. $6.60 miss 🔴
🔍 I analyzed 50 stocks to define 3 buying zones for each. You can find them on this link
💡 I like to establish 3 buying zones for staggered entries. While it is rare to hit the lowest price, this plan ensures readiness for any market conditions
👉 bit.ly/50-buying-zo...
SAP $SAP Q4 24 results
Revenue 9,377M€
Q4 23 8,468M€ +11% 🟢
Est. 9,143M€ beat 🟢
EPS 1.37€
Q4 23 1.05€ +31% 🟢
Est. 1.35€ beat 🟢
🎯 I set buying zones even during market upswings, and many tell me they’re set too low!
💡 But remember: investing requires patience. When the market drops, it often drops hard!
📅 Tomorrow, I’ll share buying zones for 50 stocks. Stay tuned!
For now, premarket is very negative for chip / AI players
NVidia -11.1%
Super Micro Computer -10.1%
Broadcom -10.8%
AMD -5.4%
Microsoft -6.1%
Amazon -4.9%
Micron -8.7%
Vertiv -17.3%
Alphabet -4.1%
Oracle -7.2%
Meta -4.6%
New risks are being priced
ASML $ASML will publish its earnings next week
As for the last quarters, the market will only look at 1 metric: order intake
🦴 According to the FDA, a patient death has been linked to the use of Bonesupport's $BONEX product Cerament
It appears that the product has been used off-label, so it probably doesn't change the company's outlooks. However, the stock uses it as an excuse for a consolidation after a huge rally
Novo Nordisk $NVO shares are up +11% 🟢 today as the company published positive results from a phase 1b/2a clinical trial of amycretin in overweight and obese subjects
After 20 to 36 weeks, the results showed a 9% to 22% loss in body weight, depending on the dosage