At CHF589, Is It Time To Put Lonza Group AG (VTX:LONN) On Your Watch List?
Lonza Group AG (VTX:LONN) saw a significant share price rise of 21% in the past couple of months on the SWX. The company's trading levels have reached its high for the past year, following the recent bounce in the share price. With many analysts covering the large-cap stock, we may expect any price-sensitive announcements have already been factored into the stock's share price. But what if there is still an opportunity to buy? Let's examine Lonza Group's valuation and outlook in more detail to determine if there's still a bargain opportunity.
AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early.
Lonza Group is currently expensive based on our price multiple model, where we look at the company's price-to-earnings ratio in comparison to the industry average. We've used the price-to-earnings ratio in this instance because there's not enough visibility to forecast its cash flows. The stock's ratio of 65.37x is currently well-above the industry average of 30.7x, meaning that it is trading at a more expensive price relative to its peers. In addition to this, it seems like Lonza Group's share price is quite stable, which could mean two things: firstly, it may take the share price a while to fall back down to an attractive buying range, and secondly, there may be less chances to buy low in the future once it reaches that value. This is because the stock is less volatile than the wider market given its low beta.
Check out our latest analysis for Lonza Group
Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. Lonza Group's earnings over the next few years are expected to double, indicating a very optimistic future ahead. This should lead to stronger cash flows, feeding into a higher share value.
Are you a shareholder? LONN's optimistic future growth appears to have been factored into the current share price, with shares trading above industry price multiples. However, this brings up another question – is now the right time to sell? If you believe LONN should trade below its current price, selling high and buying it back up again when its price falls towards the industry PE ratio can be profitable. But before you make this decision, take a look at whether its fundamentals have changed.
Are you a potential investor? If you've been keeping tabs on LONN for some time, now may not be the best time to enter into the stock. The price has surpassed its industry peers, which means it is likely that there is no more upside from mispricing. However, the optimistic prospect is encouraging for LONN, which means it's worth diving deeper into other factors in order to take advantage of the next price drop.
In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. While conducting our analysis, we found that Lonza Group has 1 warning sign and it would be unwise to ignore this.
If you are no longer interested in Lonza Group, you can use our free platform to see our list of over 50 other stocks with a high growth potential.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
24 minutes ago
- Yahoo
2 No-Brainer Warren Buffett Stocks to Buy With $1,000 Right Now
Amazon's core e-commerce business is resilient, and the company's AI investments are paying off. Berkshire Hathaway oversees a diverse set of cash-rich businesses that are resistant to economic slowdowns. The company is also sitting on the largest war chest in its history. 10 stocks we like better than Amazon › While uncertainty is always the name of the game in investing, the last few months have been particularly chaotic. Global trade tension spurred by President Donald Trump's sweeping tariffs, especially their on-again, off-again nature, has caused investor anxiety to spike. At a time like this, it's worth it to look at the portfolio of the legendary Warren Buffett to consider what might be some smart, no-brainer investments. Here are my two favorites from the "Oracle of Omaha." Although an apparent resolution to the ongoing trade negotiations has been reached, given how much Amazon's (NASDAQ: AMZN) supply chain is tied up with China, investors are right to be wary of the effect Trump's trade policies will have on the company's bottom line. That being said, I think the threat is overblown for investors looking to hold for the long term -- which is exactly the kind of investing at the core of Buffett's philosophy. A reescalation of the trade war with China would undoubtedly affect Amazon, but any disruptions would ultimately be temporary. The fact that Amazon's core e-commerce business is so deeply embedded in people's daily lives doesn't change with a temporary slowdown. Luckily for investors, Amazon Web Services (AWS), the cloud service provider and subsidiary of Amazon, is much less exposed to tariffs and changes in consumer spending. It's also the fastest-growing part of Amazon's empire, up 17% year over year in first-quarter 2025, as AI models demand more and more compute power. In the company's recent earnings call, Amazon CEO Andy Jassy cited just how big an opportunity AWS is addressing: "Before this generation of AI, we thought AWS had the chance to ultimately be a multi-hundred-billion-dollar revenue run rate business. We now think it could be even larger." Amazon is in a strong position to succeed in the highest growth area of the economy, AI, while continuing to enjoy a significant moat around its massive core e-commerce business. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), Warren Buffett's own company, has proven itself a winner time and again for the last 60 years. Its investments in outside companies are the stuff of legend, and its diverse set of internal businesses spanning several recession-resistant industries provides it with a steady flow of cash. Now, quite famously, the company is sitting on its largest war chest ever, a sum of cash that would make most countries jealous. This makes Berkshire a wonderful hedge against any sort of major economic downturn or crisis. The company can use those funds to make strategic investments at a time when most investors are scrambling to protect their capital. Just as in the aftermath of 2008, a financial crisis offers those with major war chests like Berkshire the opportunity to find incredible deals. Take, for example, Buffett's investment in Bank of America following the Great Financial Crisis. In six years, Buffett turned a $5 billion investment into an on-paper profit of $12 billion (Berkshire held on to its shares). Even if a major crisis doesn't present itself any time soon, Berkshire's insurance business is strong. It's not without obstacles. Last year's multiple hurricanes and this year's Los Angeles fires had a major effect on Berkshire's bottom line, but as time goes on, premiums will adjust to make up for any increased rates of damage. And yes, the elephant in the room is that Buffett is stepping down as CEO of Berkshire, but I think fears surrounding his departure are overblown. The company he built is infused to the core with his ethos, and his successor, Greg Abel, is a competent replacement whom Buffett has been mentoring for many years. Political and economic uncertainty will always be part of investing, so it's critical not to jump ship when things get particularly rocky. It's why investing in companies you really believe in and want to hold for the long term is the best strategy. It makes it so much easier to take the long view and remain level-headed when the economy dips. For my money, both Amazon and Berkshire are excellent additions to any portfolio. Amazon continues to deliver growth and innovation, while Berkshire Hathaway stands as a pillar of stability and opportunity in times of crisis. Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Amazon wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor's total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Bank of America is an advertising partner of Motley Fool Money. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Bank of America, and Berkshire Hathaway. The Motley Fool has a disclosure policy. 2 No-Brainer Warren Buffett Stocks to Buy With $1,000 Right Now was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
26 minutes ago
- Yahoo
Smart Home Market Industry Trends and Global Forecasts Report 2025-2035: Entertainment Devices Continue to Dominate, Wireless Protocols Capture Majority Share, Proactive Software Leads Growth
The global smart home market is projected to soar from USD 133.3 billion in 2025 to USD 1.03 trillion by 2035, growing at a CAGR of 20.47%. Key segments include entertainment devices and security controls, driven by IoT and AI innovations. North America leads, yet Asia is set for the highest growth. Smart Home Market Dublin, June 16, 2025 (GLOBE NEWSWIRE) -- The "Smart Home Market Industry Trends and Global Forecasts to 2035: Distribution by Type of Products, Type of Protocol, Type of Application, Type of Software & Services, Type of End User, Type of Sales Channel and Key Geographical Regions" report has been added to offering. The global smart home market size is estimated to grow from USD 133.3 billion in 2025, to USD 1.03 trillion by 2035, at a CAGR of 20.47% during the forecast period, to 2035 The report on the smart home market offers a detailed analysis across several key areas. It includes market sizing and opportunity analysis, examining segments by product type, protocol, application, software and services, end user, sales channel, and geography. The competitive landscape section evaluates companies based on parameters such as establishment year, size, headquarters location, and ownership structure. Company profiles provide in-depth information on leading players, including financials, management, product portfolios, and recent developments. Additionally, the report features a SWOT analysis with Harvey ball visuals to assess the relative impact of each factor, offering strategic insights into strengths, weaknesses, opportunities, and threats in the smart home domain. Smart homes are contemporary dwellings that offer convenience, security, and efficiency through the installation of internet-connected smart devices and appliances, enabling remote control via smartphones, tablets, and voice-activated interfaces. The range of smart home products includes various devices, such as smart lighting, security systems, cameras, thermostats, entertainment systems, and kitchen appliances, which are among the most favored smart home items. The aim of smart home technology is to enhance convenience, security, and overall home management from any location using connected devices, thus making a substantial contribution to the concept of smart cities. As advanced technology becomes more prevalent, the popularity of smart home devices continues to rise, driven by the emergence of artificial intelligence and the Internet of Things (IoT), which has resulted in increased demand for smart home products. Further, the increasing number of smartphone users paired with 5G internet technology has played a key role in the acceptance of IoT household appliances. The integration of AI and machine learning with digital assistants like Google Assistant and Alexa, which facilitate task automation through voice commands, is offering an enhanced and more convenient user experience. Notably, in August 2024, Apple revealed its intention to replace Siri with a home robot to deliver a more personalized experience for users. In addition to home automation, the smart office market has been primarily influenced by the widespread use of IoT technology household appliances in commercial settings. Moreover, the rising awareness for convenience is driving the adoption of smart homes, which provide improved comfort, efficiency, security, and overall quality of life. Moreover, the growing awareness of the benefits and accessibility of innovative products, the rise in IoT technology adoption, and heightened security concerns are some of the critical factors expected to drive the potential growth of the market during the forecast period. Smart home Market: Key SegmentsMarket Share by Type of Product According to our estimates, currently, entertainment device segment captured the majority share of the market. This can be attributed to the growing demand for smart displays / TVs, sound bars, and streaming devices. The rise in digitalization and the increasing integration of IoT technology have led to a surge in the adoption of smart entertainment devices. Additionally, the increase in consumer expenditure on entertainment software and devices has further bolstered the growth of this segment. However, security and access control segment is anticipated to experience the highest CAGR during the forecast period. Market Share by Type of Protocol Based on type of protocol, the smart home market is segmented into hybrid (C-BUS and Insteon), wireless protocol (Bluetooth, EnOcean BACnet, DALI, Ethernet, KNX, LonWorks, Modbus, UPB, and X10), and wired Protocols. According to our estimates, currently, wireless protocol captures the majority share of the market. This can be attributed to the increased demand for devices that connect wirelessly, like Wi-Fi, ZigBee, and Bluetooth for mobile connectivity. Market Share by Type of Application Based on type of application, the smart home market is segmented into new construction and retrofit. According to our estimates, currently, new construction segment captures the majority share of the market. This can be attributed to the simplicity of integrating smart devices in new projects and the rising number of residential buildings worldwide. Typically, new construction undertakings integrate numerous smart home products because of the straightforward logistics involved in their installation. However, retrofitting segment is anticipated to grow at a higher CAGR during the forecast period. Market Share by Type of Software and Type of Services Based on type of software and type of services, the smart home market is segmented into behavioral and proactive. According to our estimates, currently, proactive software segment captures the majority share of the market. Utilizing artificial intelligence and machine learning, proactive software can anticipate user needs and preferences while assisting in scheduling and making adjustments as needed. For example, a smart lighting system is capable of automatically modifying the lighting based on the time of day and the habits of the user. Further, this software offers tailored functionality for smart home devices and enables higher data transfer rates compared to its behavioral counterpart. As a result, this segment is expected to experience substantial growth throughout the projected period. Market Share by Type of End-User Based on type of end-user, the smart home market is segmented into residential end-users (luxury homes, mid-range apartments / homes, assisted homes and low-energy homes), commercial end-users (smart hotels and smart hospitals), and other commercial buildings. According to our estimates, currently, commercial end users segment captures the majority share of the market. This can be attributed to the widespread use of smart home technology in establishments like smart hotels and hospitals, which often necessitate advanced features such as surveillance cameras, alarm systems, smart locks, and lighting designed for human needs to ensure convenience, security, and safety. Moreover, these smart devices can be managed remotely using connected gadgets like smartphones, tablets, and remotes, promoting energy efficiency. However, residential user segment is anticipated to experience the highest CAGR during the forecast period. Market Share by Type of Sale Channels Based on type of sale channels, the smart home market is segmented into direct and indirect. According to our estimates, currently, indirect sales channel captures the majority share of the market. However, direct sales channels, or physical retail stores segment is anticipated to experience the highest CAGR during the forecast period. Market Share by Geography Based on geography, the smart home market is segmented into North America, Europe, Asia, Latin America, Middle East and North Africa, and Rest of the World. According to our estimates, currently, North America captures the majority share of the market. This can be attributed to the growth in the number of smart homes and the rising demand for energy-efficient smart home technologies, along with the presence of numerous tech companies in the region. However, market in Asia is anticipated to experience the highest CAGR during the forecast period Sample Players in Smart Home Market include: ABB ADT Amazon Apple ASSA ABLOY Control4 Crestron Electronics Emerson Electric Ecobee General Electric Google Honeywell Johnson Controls LG Lutron Legrand Robert Bosch Samsung Electronics Schneider Electric Siemens SimpliSafe Sony Wozart Technology Additional Benefits Complimentary Excel Data Packs for all Analytical Modules in the Report 10% Free Content Customization Detailed Report Walkthrough Session with Research Team Free Updated report if the report is 6-12 months old or older For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. Attachment Smart Home Market CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900
Yahoo
31 minutes ago
- Yahoo
Will IonQ Stock Trounce Palantir in the Second Half of 2025?
IonQ and Palantir are surfing two big tech waves -- quantum computing and AI. While Palantir is larger and already profitable, IonQ's revenue could grow faster this year. Both stocks could keep their momentum going in the second half of 2025. 10 stocks we like better than IonQ › Few stocks have been as hot as Palantir Technologies (NASDAQ: PLTR) in 2025. Shares of the artificial intelligence (AI) software company have skyrocketed close to 80% year to date. However, if we only look at the last three months, IonQ (NYSE: IONQ) has been an even bigger winner than Palantir. Will IonQ stock trounce Palantir in the second half of 2025? One of the best ways to succeed in investing is to spot rising stars in up-and-coming industries. IonQ and Palantir fit the bill to a T. IonQ is a pioneer in quantum computing. The technology is based on some truly mindblowing physics principles, notably including quantum entanglement, a state in which two particles are connected no matter how far apart they are. Quantum computing holds the potential to revolutionize multiple areas, from AI to climate modeling to drug discovery. IonQ's technology has a leg up on its rivals with its low error correction overhead. Its quantum hardware is available on all three of the largest cloud platforms, a claim that no other quantum computing company can make. Meanwhile, Palantir Technologies is a leader in AI and data analytics software. The company's Gotham and Foundry software platforms help customers transform large amounts of information into an integrated data asset. Its Artificial Intelligence Platform uses large language models (LLMs) alongside Gotham and/or Foundry. Palantir Apollo coordinates the delivery of software updates and platform configurations of critical systems. AI is already helping commercial and government organizations achieve significant operational efficiencies. However, the long-term opportunities with AI could go much further, including designing entirely new products and performing tasks that previously could only be handled by humans. IonQ is much smaller than Palantir. Its market cap is hovering around $10 billion versus a market cap of $319 billion for Palantir. Both companies boast an impressive lineup of customers. IonQ's customers and partners include Accenture, Goldman Sachs, and Hyundai. Palantir's biggest customer is the U.S. government. It has also attracted many commercial customers, including AIG, Archer Aviation, and Citigroup. When it comes to financials, Palantir outclasses IonQ considerably. The software company generated revenue of $884 million in the first quarter of 2025, up 39% year over year. IonQ's Q1 revenue of $7.6 million was lower than its prior year period total. Palantir is also highly profitable, while IonQ isn't. In Q1, Palantir reported earnings of more than $214 million. IonQ posted a net loss in Q1 of $32.3 million. But what about growth prospects? IonQ appears to hold the advantage. The company expects its full-year revenue will soar roughly 98% year over year in 2025. Palantir projects revenue growth this year of around 36%. Both stocks are valued at a high premium. IonQ's price-to-sales (P/S) ratio is 201 compared to Palantir's P/S multiple of around 109. However, Palantir's anticipated stronger growth could make its valuation more attractive than Palantir's. I think both IonQ and Palantir Technologies stocks could keep their momentum going in the second half of the year. Both are risky bets, though, because of their nosebleed valuations. Which is more likely to be the bigger winner by the end of 2025? It could be Palantir, especially if President Trump's "One, Big, Beautiful Bill" becomes law and the company wins a major contract to help develop the Golden Dome missile defense system. However, I'll go out on a limb and pick IonQ over Palantir, although I wouldn't go as far as to predict IonQ stock will trounce Palantir. To be sure, IonQ must deliver on its revenue growth projections for its stock to beat Palantir. If it does, though, this small quantum computing stock could become even hotter than it's been in recent months. Before you buy stock in IonQ, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and IonQ wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor's total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Citigroup is an advertising partner of Motley Fool Money. Keith Speights has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Accenture Plc, Goldman Sachs Group, and Palantir Technologies. The Motley Fool has a disclosure policy. Will IonQ Stock Trounce Palantir in the Second Half of 2025? was originally published by The Motley Fool
