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.
Ciena (CIEN): a promising growth story in AI and data centres
Ciena $CIEN is profiling itself as a major player in networking technologies and optical solutions, with its focus on supporting data centers and developing artificial intelligence (AI) infrastructure giving it a competitive advantage. Although fiscal 2024 delivered mixed results, future prospects suggest steady... Read more
There are quite positive expectations for 2025, but so far the company has not done well. There are quite a lot of risks and I don't know if I would want to invest in such a company.
The earnings season of companies traded on the Prague Stock Exchange ended last week. We therefore invited portfolio manager David Brzko from Fio to take a closer look.
Applied Digital: A Key Player in Data Center Development
Applied Digital $APLD,a company focused on building data centers for artificial intelligence, cloud services and cryptocurrency mining, is showing strong growth despite temporary financial losses. Investments from Nvidia and other accredited investors signal strong prospects for the future.
Mid-America Apartment Communities (MAA): stability and growth in the housing sector
Company Mid-America Apartment Communities$MAAwhich specializes in the management of residential apartment units, represents an exciting opportunity for real estate-focused investors. Despite the challenges posed by market volatility and the sector's sensitivity to changes in interest rates, MAA... Read more
The question is whether this company can grow nicely in the long run, and besides, the performance is also quite weak.