Zacks Market Edge Highlights: PANW, PLTR and AVGO
Chicago, IL – July 7, 2025 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here: https://www.zacks.com/stock/news/2561914/3-red-hot-stocks-for-the-second-half-of-2025
3 Red-Hot Stocks for the 2nd Half of 2025
Welcome to Episode #451 of the Zacks Market Edge Podcast.
3 Takeaways
PANW, PLTR and AVGO are breaking out to new highs in 2025.
Each of these technology companies are expected to see double digit earnings growth in 2025.
Investors should put PANW, PLTR and AVGO on their short lists.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
This week, Tracey is going solo to profile 3 red-hot growth stocks investors should keep on their short lists for the second half of 2025.
There is nothing cheap about these stocks. Investors are buying the massive earnings and sales growth for this year and next.
These 3 stocks are breaking out to new highs but have momentum. The growth stock bulls are charging.
3 Red Hot Growth Stocks for the Second Half
1. Palo Alto Networks, Inc. PANW
Palo Alto Networks is a global cybersecurity company. It's a large cap company with a market cap of $133.7 billion.
Earnings rose 27.9% in fiscal 2024 and are expected to jump another 15.1% in fiscal 2025. Shares of Palo Alto Networks are trading near their all-time highs as cybersecurity demand remains elevated. Year-to-date, it's up 8.2%.
Palo Alto Networks has a PEG ratio, which measures the price-to-earnings divided by the growth, of 3.0. A PEG ratio under 1.0 indicates value. A PEG ratio over 5 means a company is expensive. Palo Alto Networks is in the middle. Not too expensive but not a value either.
Should a cybersecurity company like Palo Alto Networks be on your watch list in the second half?
2. Palantir Technologies PLTR
Palantir is an AI-driven software company with a market cap of $308 billion. It has been one of the hottest stocks of 2025, gaining 75% year-to-date.
Palantir grew earnings by 64% in 2024 and is expected to grow them another 41.5% in 2025. However, even with the growth, Palantir is an expensive stock. Palantir trades with a PEG ratio of 7. It also has a price-to-sales (P/S) ratio of 99. A P/S ratio over 10 is considered expensive.
But the shares keep soaring to new highs.
Should investors ride the Palantir momentum in the second half of the year?
3. Broadcom Inc. AVGO
Broadcom is a $1.2 trillion dollar semiconductor company. In 2024, it grew earnings by 15.4%. But in 2025, analysts believe it will step it up a notch, with earnings expected to jump 36.3%.
Shares of Broadcom are up 16.3% year-to-date and it is hitting new all-time highs.
Compared to other red-hot technology companies, Broadcom has an attractive PEG ratio of just 1.6. That's almost cheap.
Is Broadcom a cheaper way to play the AI Revolution?
What Else Should You Know About Palo Alto Networks, Palantir and Broadcom?
Tune into this week's podcast to find out.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com/performance
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Only $1 to See All Zacks' Buys and Sells
We're not kidding.
Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity.
Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.
See Stocks Now >>
Broadcom Inc. (AVGO): Free Stock Analysis Report
Palo Alto Networks, Inc. (PANW): Free Stock Analysis Report
Palantir Technologies Inc. (PLTR): Free Stock Analysis Report
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
34 minutes ago
- Globe and Mail
Regions Financial to Announce Second Quarter 2025 Financial Results on July 18, 2025
Regions Financial Corp. (NYSE:RF) is scheduled to release its second quarter 2025 financial results on Friday, July 18, 2025. Information will be accessible in the following formats: A news release and additional materials will be made available on Regions' Investor Relations website at prior to market open on July 18. Also on July 18, Regions executives will discuss the results via a live audio webcast beginning at 10 a.m. ET. The webcast will be accessible through and will include an associated slide presentation to be reviewed by company executives. An archived recording of the webcast will be made available within following the live event. About Regions Financial Corporation Regions Financial Corporation (NYSE:RF), with $160 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,250 banking offices and more than 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at
Globe and Mail
an hour ago
- Globe and Mail
Texas Civil Engineers Gain Scalable Support Through IBN Technologies
"IBN Technologies [USA]" Texas Civil Engineers are now providing outsourced design, drafting, and compliance services tailored for construction firms across the state. With scalable resources, certified workflows, and advanced digital collaboration tools, these services help contractors and developers reduce costs, streamline project delivery, and meet growing infrastructure demands efficiently and reliably. Miami, Florida, 07 July 2025 As infrastructure development surges across Texas, the civil engineering landscape is undergoing significant transformation. In response to increasing regulatory complexity, workforce limitations, and aggressive project deadlines, engineering firms are turning to innovative support systems to maintain quality and compliance. IBN Technologies, a global leader in outsourced engineering services, is helping Texas civil engineers streamline workflows and scale operations without compromising on accuracy or speed. IBN Technologies delivers remote engineering services designed to address evolving industry needs. From preliminary design submittals to compliance-aligned documentation, the firm's service model is engineered for fast-paced infrastructure cycles. Texas civil engineers now have a trusted partner capable of aligning with their unique geographic, regulatory, and project-based challenges—enabling greater agility and long-term cost savings. IBN Technologies' scalable solutions offer a compelling advantage in a state where rapid growth and tight turnaround times have become the norm. Refine your project plans with expert engineering insights Industry Challenges in Civil Engineering Across Texas, engineering firms are grappling with a range of persistent challenges that hinder efficiency and project delivery: Shortage of experienced engineers amid rising project demand Complex permitting and compliance documentation processes Bottlenecks in design approvals and coordination workflows Rising operational costs with limited flexibility to scale staff Increasing pressure to reduce turnaround time without sacrificing quality These hurdles are prompting firms to explore more agile and cost-effective engineering support models. IBN Technologies' Solutions for Texas Civil Engineers IBN Technologies has developed a comprehensive outsourcing framework specifically geared toward civil engineering firms in Texas. By integrating with client teams remotely, IBN offers project-ready support aligned to local codes, permitting timelines, and quality benchmarks. Its offerings include: ✅ Initial submission documents created for preliminary condition evaluations ✅ Submittals scheduled to match key delivery milestones ✅ Grading elevations matched to design-phase precision benchmarks ✅ Utility layouts assessed for clearance conflicts and easement limits ✅ Rebar designs mapped in accordance with local inspection codes ✅ Forecast reports tailored to align with funding accountability standards ✅ Final documentation compiled for transparency in audits and regulatory reviews ✅ Comment resolutions tracked by workflow stage and reviewer assignment ✅ Approved files tagged with version control and current approval status ✅ Submission confirmations logged with timestamps and unique IDs ✅ Workflow steps defined for permit-related activity tracking ✅ Submission protocols arranged to meet jurisdiction-specific regulations ✅ Coordination remarks embedded within implementation processes Texas civil engineers benefit from a team that works in real-time through cloud platforms, BIM integrations, and data-secure portals. With IBN Technologies, firms gain scalability without compromising compliance or delivery timelines. Key Benefits of Outsourcing Civil Engineering Services Outsourcing civil engineering tasks with IBN Technologies offers measurable value for firms across Texas: Expanded delivery capacity without internal hiring delays 24/7 support to align with urgent design revisions and document submissions Enhanced focus on strategic tasks by offloading routine engineering work IBN Technologies serves as an extension of the client's team, ensuring continuity, precision, and regulatory confidence. Scalable Strategies Empower Engineering Performance The evolution of infrastructure initiatives is transforming how engineering teams handle design schedules and regulatory obligations. Flexible frameworks that integrate precise oversight with secure collaboration are now yielding steady, measurable outcomes. ✅ Access to ISO-certified engineering workflows (ISO 9001:2015, ISO 20000:2018, ISO 27001:2022) ✅ Reduces engineering expenses by up to 70% without compromising quality ✅ Brings over 25 years of experience in international project delivery ✅ Enables seamless engineering operations through digital platforms Delegating civil engineering tasks through outsourcing helps fill internal resource gaps while accelerating progress in design and documentation phases. IBN Technologies supports clients with reliable engineering solutions anchored in quality performance and full compliance. Enhance your project capacity with skilled engineers Driving the Future of Civil Engineering in Texas As Texas continues its aggressive infrastructure expansion, civil engineers need more than just local expertise—they require partners who can deliver precision, scale, and speed simultaneously. IBN Technologies is meeting this demand through flexible, performance-driven support tailored to the civil engineering lifecycle. IBN Technologies' global project experience, combined with its local alignment in Texas, allows civil engineers to confidently delegate complex tasks like design support, grading plans, utility coordination, and document preparation. With demand for engineers continuing to outpace supply, outsourcing is no longer a temporary fix—it's a strategic solution. Firms that embrace this model gain the agility to respond to project shifts, secure more bids, and operate with leaner in-house teams. For Texas civil engineers seeking to stay ahead of the curve, IBN Technologies provides a seamless path to operational excellence through digital integration, regulatory assurance, and collaborative execution. About IBN Technologies IBN Technologies LLC, an outsourcing specialist with 25 years of experience, serves clients across the United States, United Kingdom, Middle East, and India. Renowned for its expertise in the use- Real estate and construction (civil engineering) Industry, RPA, Intelligent Process Automation includes AP Automation services like P2P, Q2C, and Record-to-Report. IBN Technologies provides solutions compliant with ISO 9001:2015, 27001:2022, CMMI-5, and GDPR standards. The company has established itself as a leading provider of IT, KPO, and BPO, Outsourcing services in finance and accounting, including CPAs, Hedge funds, alternative investments, banking, travel, and human resources. It offers customized solutions that drive AR efficiency and growth.
Globe and Mail
an hour ago
- Globe and Mail
AC Reports Preliminary June 30 Book Value of $43.20 to $43.40 Per Share
GREENWICH, Conn., July 07, 2025 (GLOBE NEWSWIRE) -- Associated Capital Group, Inc. ('AC' or the 'Company') (NYSE:AC), announced today a preliminary range for its second quarter book value of $43.20 to $43.40 per share. This compares to $42.51 per share at March 31, 2025 and $42.14 per share at December 31, 2024. AC will be issuing further details on its financial results in August. About Associated Capital Group, Inc. Associated Capital Group, Inc. (NYSE: AC), based in Greenwich, Connecticut, is a diversified global financial services company that provides alternative investment management through Gabelli & Company Investment Advisers, Inc. ('GCIA'). We have also earmarked proprietary capital for our direct investment business that invests in new and existing businesses. The direct investment business is developing along several core pillars including Gabelli Private Equity Partners, LLC ('GPEP'), formed in August 2017 with $150 million of authorized capital as a 'fund-less' sponsor. We also created Gabelli Principal Strategies Group, LLC ('GPS') in December 2015 to pursue strategic operating initiatives. SPECIAL NOTE REGARDING FORWARD-LOOKING INFORMATION Our disclosure and analysis in this press release contain 'forward-looking statements'. Forward-looking statements convey our current expectations or forecasts of future events. You can identify these statements because they do not relate strictly to historical or current facts. They use words such as 'anticipate,' 'estimate,' 'expect,' 'project,' 'intend,' 'plan,' 'believe,' and other words and terms of similar meaning. They also appear in any discussion of future operating or financial performance. In particular, these include statements relating to future actions, future performance of our products, expenses, the outcome of any legal proceedings, and financial results. Although we believe that we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know about our business and operations, the economy and other conditions, there can be no assurance that our actual results will not differ materially from what we expect or believe. Therefore, you should proceed with caution in relying on any of these forward-looking statements. They are neither statements of historical fact nor guarantees or assurances of future performance.
