Latest news with #Lefkowitz
Yahoo
23-05-2025
- Business
- Yahoo
S&P 500 Forecast Raised as UBS Eyes 10% Gain by Mid-2026
May 23 - UBS has raised its year-end S&P 500 target to 6,000 from 5,800, reflecting a roughly 3% upside from current levels. The firm also introduced a mid-2026 forecast of 6,400, which implies about 10% upside supported by stronger-than-expected Q1 earnings and improved GDP growth projections for late 2025. The move comes despite a recent downgrade in U.S. equities from "Attractive" to "Neutral" by Chief Investment Officer David Lefkowitz on May 12. The adjustment followed a sharp rally after tariff-related tensions eased. While neutral on equities near term, UBS said the broader uptrend in stocks remains intact. Lefkowitz noted that ongoing trade negotiations and residual tariffs could weigh modestly on economic activity, but he does not expect a major drag on equities. The S&P 500 now trades above 21 times forward earnings, surpassing its five-year median. EPS forecasts for the S&P 500 have also been revised higher. Analysts lifted the 2025 estimate to $260 from $250, and 2026 to $280 from $275. The firm attributes the upward revisions to resilient earnings and strong AI-related investment trends from firms like Meta (META) and Microsoft (MSFT). This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Snowflake Inc. (SNOW): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where Snowflake Inc. (NYSE:SNOW) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A software engineer at work, surrounded by a wall of computer monitors connected to a 'Data Cloud' platform. Snowflake Inc. (NYSE:SNOW) is a technology company that specializes in providing a cloud-based platform that provides data cloud and artificial intelligence solutions. The company relies on cloud-native architecture, which consists of three integrated layers including compute, storage, and cloud services. Snowflake Inc. (NYSE:SNOW) reported its fiscal fourth quarter results for 2025 on February 26. It reported a revenue of $943.3 million, reflecting 28% year-over-year growth driven by a robust demand for its AI platform and data cloud. Management noted that it achieved a net revenue retention rate of 126%, indicating customer satisfaction. The company had 580 customers generating more than $1 million in product revenue over the trailing 12 months, a 27% increase year-over-year, showing growth in large, high-value customer accounts. On May 6, Snowflake Inc. (NYSE:SNOW) announced that it has expanded its AI Data Cloud platform to deliver specialized, AI-powered solutions tailored for the automotive industry. Management noted that 80% of major automotive OEMs already rely on Snowflake's platform for their data and AI initiatives, and now the company is also helping manufacturers like CarMax and Nissan drive innovation. The company ranks as one of the best growth stocks to buy and hold for the long term. Artisan Mid Cap Fund stated the following regarding Snowflake Inc. (NYSE:SNOW) in its Q1 2025 investor letter: 'During the quarter, we initiated new GardenSM positions in Baker Hughes, Snowflake Inc. (NYSE:SNOW) and Viking. Snowflake is a leading cloud data warehouse and analytics platform, benefiting from the ongoing shift away from on-premise infrastructure. Its cloud-native architecture enables greater scalability, faster performance and improved efficiency for businesses managing large data sets. We see upside as a new management team refines the company's sales and marketing strategy, aligning it with the growing demand for tools that help organizations organize and analyze data. While competition bears watching, we believe Snowflake is well positioned to help its customers structure data to take advantage of increasingly powerful AI models.' Overall SNOW ranks 4th on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of SNOW as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SNOW but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
AppLovin Corporation (APP): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where AppLovin Corporation (NASDAQ:APP) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a mobile device, showing an advertiser reaching out to a consumer via a software-based platform. AppLovin Corporation (NASDAQ:APP) is a mobile technology company that provides end-to-end artificial intelligence solutions. The company primarily operates through two main business segments, including the Advertising and Apps segment. Under the Advertising Segment, the company operates a range of platforms, including AppDiscovery, Max, Adjust, and Wurl. On the other hand, through its Apps Segment, the company operates a portfolio of free-to-play mobile games through its own or partner studios. On May 9, Bank of America Securities analyst Omar Dessouky reiterated a Buy rating and $580 price target on the stock. The analyst based his bullish sentiment on the strong Q1 2025 performance of AppLovin Corporation (NASDAQ:APP), particularly liking the Advertising segment. The segment demonstrated a 78% year-over-year growth to reach $1.158 billion. This led the total revenue of the company to $1.48 billion, reflecting a 40% growth year-over-year. The analyst highlighted that this growth was mainly driven by gaming advertisers and a notable surge in eCommerce revenue, surpassing Bank of America's estimates. Dessouky also pointed to AppLovin Corporation's (NASDAQ:APP) new self-service dashboard, which is expected to accelerate advertiser onboarding and enhance future growth prospects. The company ranks as one of the best growth stocks to buy and hold for the long term. Carillon Eagle Mid Cap Growth Fund stated the following regarding AppLovin Corporation (NASDAQ:APP) in its Q1 2025 investor letter: 'AppLovin Corporation (NASDAQ:APP) is a platform for mobile application developers to grow their apps through user acquisition, monetization, and analytics. The company continued to report healthy growth and provided guidance indicating robust future growth, thanks to the strong reception of its latest tools by existing customers and its expansion into new verticals. However, post-earnings, shareholders became concerned about a short seller's report questioning data collection practices. Management addressed these issues thoroughly, but lingering questions and general tariff related news impacting the broader market have compounded concerns.' Overall APP ranks 3rd on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of APP as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than APP but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Shopify Inc. (SHOP): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where Shopify Inc. (NASDAQ:SHOP) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). An enthusiastic customer completing a purchase and receiving an order confirmation via one of the companies online sales channels. Shopify Inc. (NASDAQ:SHOP) is an international e-commerce company based in Canada. It provides businesses with an all-in-one platform that allows them to create and operate online stores. The platform also offers an integrated back-office system where merchants can manage products and inventory, process orders and payments, and ship orders. On May 9, J.P. Morgan analyst Reginald Smith maintained an Overweight rating on the stock and revised the price target to $115 from $124. The analyst noted that Shopify Inc. (NASDAQ:SHOP) recently announced its Q1 2025 results, highlighting 27% year-over-year growth, driven largely by a 29% rise in Merchant Solutions. Smith noted that the growth not only indicates strength in payments but also leads the company's revenue to surpass Street targets. Moreover, the free cash flow margins of 15% also met the market consensus. Smith also emphasized Shopify Inc.'s (NASDAQ:SHOP) competitive moat, broad product offerings, ease of use, and scale as key advantages fueling industry-leading growth. He projects compounded annual growth rates of 20% for revenue and 29% for operating profit through 2026. The company ranks as one of the growth stocks to buy and hold for the long term. Overall SHOP ranks 6th on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of SHOP as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SHOP but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Alnylam Pharmaceuticals, Inc. (ALNY): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A researcher studying genetic medicines under a microscope in a biopharmaceutical laboratory. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is a commercial-stage biopharmaceutical company that develops innovative medicines based on RNAi technology. RNAi is a Nobel Prize-winning biological process that allows for the selective silencing of specific genes, preventing the production of disease-causing proteins. The company's pipeline is focused on three main areas, including genetic medicines for rare diseases, cardio metabolic diseases, and hepatic infectious diseases. On March 6, Analyst Kostas Biliouris of BMO Capital maintained a Buy rating on the stock with a price target of $300. The analyst highlighted a significant increase in the sales of Amvuttra, which was recently approved for ATTR-CM. The latest IQVIA data showed a 42% week-over-week sales growth, indicating robust market uptake and positioning Amvuttra as a strong competitor against existing treatments like Attruby. During the fiscal first quarter of 2025, Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) reported growing its revenue by 28% year-over-year to reach $469 million. This was driven by growth in the US TTR franchise, which deals with Amvuttra. The total TTR franchise segment revenue grew by 36%, driven by the US region sales, which improved 45% on a year-over-year basis and 5% quarter-over-quarter. The analyst also noted that Amvuttra's US sales could surpass $300 million in the second quarter, which is notably higher than the current market consensus. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) reiterated 2025 financial guidance forecasting combined net product revenues of $2.05 billion to $2.25 billion, reflecting a 31% year-over-year increase at the midpoint. It is one of the best growth stocks to buy and hold for the long term. Overall ALNY ranks 8th on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of ALNY as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ALNY but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
