🍝 Darden Restaurants (DRI): stable growth in a volatile sector? Evercore says yes.
📈 Why does Evercore have confidence?
Long-term stability and brand Olive Garden (45% of sales) and LongHorn (25%) are strong brands with a loyal customer base. This allows us to predict sustainable growth without dramatic fluctuations.
🧠 Brainlab IPO: AI and Surgery Combination Goes Public with Growth Vision and Margins Over 25%
🔍 Brainlab doesn't just make tools. It creates the digital brain of the operating room that helps surgeons make decisions and perform precise surgery in real time.
📈 What attracts investors?
High-margin revenue model - the software/hardware combination enables recurring revenue and... Read more
A colorful recession winner: How Sherwin-Williams paints a path to growth even without a real estate boom
As the U.S. housing market suffocates under the weight of high rates and low affordability, Sherwin-Williams $SHW is quietly consolidating its position as a leader. Whether it's home renovations, corporate construction or a sustainable approach to manufacturing, the firm is... Read more
Cummins Inc.: A traditional engine maker with new energy - and strong growth potential
Goldman Sachs raised its recommendation to "buy" $CMI and the target price to $431, representing a potential upside of 36%. The reason? Strong performance from its Power Systems division, rising margins, broader demand for generators, and technological alignment with the future of the power... Read more
Coupang: Amazon Korea with rising profits and global ambition
Coupang $CPNG, previously considered one of the failed IPOs of 2021, is now turning into a profitable e-commerce leader in Asia. Despite the stock still trading below its issue price, the company has seen a fundamental turnaround in fundamentals - growing, profiting and expanding.
Tenable: Proactive protection against insider threats
Tenable $TENB specializes in cybersecurity with a focus on insider threats. Instead of reactive defense, it offers a proactive approach - scanning and detecting vulnerabilities in IT systems to help prevent cyber attacks.
Its flagship product, Nessus, analyses networks to look for weak passwords, configuration errors or... Read more
EY has announced the results of the latest edition of the prestigious EY Entrepreneur of the Year competition, in which the highest award went to the founder of GEVORKYAN, a.s. Congratulations!
Hims & Hers Health: growth title in telemedicine with explosive revenue growth
Hims & Hers Health $HIMS is one of the fastest-growing stocks of 2024, with its expansion into the weight-loss injections (GLP-1) segment and aggressive marketing strategy driving its stock up 150%.
AppLovin Corp. (APP): skyrocketing growth and potential for further expansion
AppLovin Corp. $APP, a global leader in app monetization, has seen tremendous success in 2024, with a 107.3% increase in stock price . This growth was fueled not only by positive economic factors following Trump's victory in the presidential election, but also by technological innovations such as the ... Read more
I'm always interested in that kind of business. The company is performing as it should and is expected to continue to grow, but the price is too high to buy now.
Komerční banka $KOMB.PR issues an analysis on shares of MONETA Money Bank $MONET.PR, which have reached analyst Bohumil Trampota's target price since the analysis was published. How does the Komerční banka analyst view the stock?
Patterson-UTI Energy (PTEN): steady growth and attractive returns for shareholders
Patterson-UTI Energy $PTEN, a leading oil rig operator, is reporting solid results despite a volatile energy market. After a stock decline of approximately 7% in 2024, the company is experiencing a recovery, with shares already up 11% in 2025. The combination of dividend yield and share buybacks... Read more
These companies will definitely do well now, but I wouldn't necessarily write off stocks in the renewables sector either. Trump may not like renewables, but even so, for example, $FSLR stock is doing quite well right now.
Pacific Biosciences of California: the 2024 slump and hopes for a turnaround
Pacific Biosciences of California $PACB, a leader in long-read gene sequencing, saw its stock value drop dramatically by 81% in 2024 . Yet there is potential in this risky investment, as evidenced by the continued interest of prominent investor Cathie Wood, who continues to buy PacBio stock.
It's not great, but $CAVA is an interesting business too and the performance is great.