Cloudfare (NET) is Seeing Robust Momentum with Large Customers
CLoudflare (NET) closed out 2023 with robust momentum as is landed a slew of large customers, including government deals.
CLoudflare (NET) closed out 2023 with robust momentum as is landed a slew of large customers, including government deals.
Meta (META) shares just broke through $500 as profit estimates continue to climb. With a P/E of just 25, this stock could push to $600.
Paycom Software (PAYC) has cut profit estimates the past two quarters. Now I’m wondering if digital HR is a saturated market.
Amazon (AMZN) shows its past the sluggish growth of 2023 as it delivered accelerated revenue growth in every division last qtr.
Fiserv (FI) delivered a solid quarter with 15% profit growht as POS system Clover and money transfer app Zelle lead the way.
Chipotle (CMG) continues to get more out of each store as same store sales increased 8.4% last qtr with help from Chipotlanes.
Alphabet (GOOGL) is implimenting AI into al its products. And this looks to be paying dividends in Search, Cloud and YouTube Ads.
Slow sales and declining profit margins are hampering Tesla (TSLA). This stock needs a catalyst to get moving higher again.
Supermicro Computer (SMCI) said this AI boom will last for many quarters, if not years. And demand could last for decades to come.
ServiceNow (NOW) Is rolling in new business as its AI offerings are leading the software space. And its stock is flying high.
Eli Lilly (LLY) could be a leading stock for 2024 as its diabetes drug Mounjaro and its weight loss drug Zepbound are now available.
Five Below (FIVE) is growing sales nicely (+14% last qtr) but profits are poor (-10%) as shoplifting is taking down profit margins.