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Yahoo
03-04-2025
- Business
- Yahoo
Is Alibaba Group Holding (BABA) One of the Best Foreign Stocks to Buy According to Billionaires?
We recently published a list of . In this article, we are going to take a look at where Alibaba Group Holding Limited (NYSE:BABA) stands against other best foreign stocks to invest in. The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year. However, recent economic indicators suggest that global growth may be losing momentum. The OECD forecasts that global growth will be 3.1% in 2025 and 3% in 2026, compared to 3.2% in 2024. The marginal fall in growth is because of rising trade restrictions across economies, strict policy updates that often upend investment opportunities, and uncertain household spending. Although growth in the United States has been very strong as of late, it is expected to slow down to 2.2% this year and 1.6% in 2026. Economic growth will be weak in the Euro Zone as well, with OECD projecting real GDP growth of 1.0% in 2025 and 1.2% in 2026. China follows a similar trend, with growth declining to 4.4% in 2026 from 4.8% in the current year. In the midst of stagnant global economic forecasts, Michael Hartnett, an analyst at Bank of America, cautioned investors that the United States stock market is coming off its recent highs, and is no longer benefiting from high fiscal spending, lenient immigration policies, and robust AI budgets. The analyst noted that Chinese competitors are now successfully producing large language models for under $6 million, which is a fraction of the billions spent by American firms to create the same tech. Similarly, Manish Kabra of Societe Generale observed that Chinese developments in AI are disrupting investor confidence and making them question spending by American tech firms. BofA's Michael Hartnett noted that investors are not paying attention to foreign markets like Japan and Europe, where stocks are cheaper, and value stocks are ahead of their growth counterparts. He pointed out that Japan's Nikkei 225 has climbed 9% in the past year, while the European index displayed outperformance at the beginning of 2025. Others also share a similar sentiment about foreign stocks. For example, David Herro, partner and portfolio manager at Harris Associates, joined CNBC on January 15, 2025, and commented that US stocks are largely overvalued, so it is only logical to look for opportunities elsewhere. This is where foreign markets come into play. According to Herro, fundamentals of overseas stocks are okay, and while they may not be robust, these stocks are growing in mid-single digits with attractive valuations. These valuation characteristics make it almost impossible not to consider these foreign stocks and increase international portfolio exposure. He noted that companies based out of Europe are not just doing business there, but their operations are spread worldwide. For cheap valuations, this is a huge plus. For long-term investors, he suggested that they should mainly focus on company fundamentals rather than the macroeconomic environment that they operate in because that's how you make money. An e-commerce platform displaying a wide range of products to customers online. For this article, we referred to Insider Monkey's database containing billionaires' stock picks and chose the top 10 companies headquartered outside the United States that were most popular with billionaire investors in Q4 of 2024. We have also mentioned the value of billionaire holdings for further insight. The stocks are ranked in ascending order based on the number of billionaire 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 (). Number of Billionaire Investors: 17 Value of Billionaire Holdings: $2.60 billion A Chinese tech giant, Alibaba Group Holding Limited (NYSE:BABA) is favored by 17 billionaire investors, making it one of the best foreign stocks to monitor. In November 2023, Jack Ma called on Alibaba to 'correct its course' as the company faced one of its toughest periods, including plummeting stock prices, slowing growth, intense competition, and ongoing government scrutiny. Fast forward to today, and Alibaba is making a strong comeback. Its core business is growing again, and the company is emerging as a major AI player, competing with OpenAI and DeepSeek. Alibaba's US-listed shares have jumped nearly 60% this year, adding over $100 billion in value. For Q4 2024, Alibaba Group Holding Limited (NYSE:BABA)'s revenue was up 8% year-over-year, hitting $38.38 billion. Operating income jumped 83% to $5.65 billion, helped by fewer asset write-downs and better profitability. Net income skyrocketed 333% to $6.36 billion for the quarter, boosted by gains in equity investments. Adjusted net income also grew 6% to $7 billion, and earnings per share rose 13%. As of December 31, 2024, Alibaba held $83.58 billion in cash, short-term investments, and other treasury assets, slightly down from $83.98 billion in March. The decline was mainly due to share buybacks of $11.25 billion, dividend payments of $3.98 billion, acquiring more equity in subsidiaries for $2.73 billion, and debt repayment of $2.22 billion. On March 28, Mizuho Securities upped its price target for Alibaba Group Holding Limited (NYSE:BABA) from $140 to $170, keeping an Outperform rating. The firm sees Alibaba as a leader in AI, working toward artificial general intelligence, expanding AI model APIs, and rolling out AI-driven solutions. Mizuho expects these investments to boost productivity, improve recommendations, and increase conversions. Alibaba is now on Mizuho's Top Picks list for Asia's Internet sector. Overall, BABA ranks 6th on our list of the best foreign stocks to buy according to billionaires. While we acknowledge the potential of BABA to grow, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BABA but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
02-04-2025
- Business
- Yahoo
Nu Holdings Ltd. (NU): Among the Best Foreign Stocks to Buy According to Billionaires
We recently published a list of . In this article, we are going to take a look at where Nu Holdings Ltd. (NYSE:NU) stands against other best foreign stocks to invest in. The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year. However, recent economic indicators suggest that global growth may be losing momentum. The OECD forecasts that global growth will be 3.1% in 2025 and 3% in 2026, compared to 3.2% in 2024. The marginal fall in growth is because of rising trade restrictions across economies, strict policy updates that often upend investment opportunities, and uncertain household spending. Although growth in the United States has been very strong as of late, it is expected to slow down to 2.2% this year and 1.6% in 2026. Economic growth will be weak in the Euro Zone as well, with OECD projecting real GDP growth of 1.0% in 2025 and 1.2% in 2026. China follows a similar trend, with growth declining to 4.4% in 2026 from 4.8% in the current year. In the midst of stagnant global economic forecasts, Michael Hartnett, an analyst at Bank of America, cautioned investors that the United States stock market is coming off its recent highs, and is no longer benefiting from high fiscal spending, lenient immigration policies, and robust AI budgets. The analyst noted that Chinese competitors are now successfully producing large language models for under $6 million, which is a fraction of the billions spent by American firms to create the same tech. Similarly, Manish Kabra of Societe Generale observed that Chinese developments in AI are disrupting investor confidence and making them question spending by American tech firms. BofA's Michael Hartnett noted that investors are not paying attention to foreign markets like Japan and Europe, where stocks are cheaper, and value stocks are ahead of their growth counterparts. He pointed out that Japan's Nikkei 225 has climbed 9% in the past year, while the European index displayed outperformance at the beginning of 2025. Others also share a similar sentiment about foreign stocks. For example, David Herro, partner and portfolio manager at Harris Associates, joined CNBC on January 15, 2025, and commented that US stocks are largely overvalued, so it is only logical to look for opportunities elsewhere. This is where foreign markets come into play. According to Herro, fundamentals of overseas stocks are okay, and while they may not be robust, these stocks are growing in mid-single digits with attractive valuations. These valuation characteristics make it almost impossible not to consider these foreign stocks and increase international portfolio exposure. He noted that companies based out of Europe are not just doing business there, but their operations are spread worldwide. For cheap valuations, this is a huge plus. For long-term investors, he suggested that they should mainly focus on company fundamentals rather than the macroeconomic environment that they operate in because that's how you make money. A wide angle shot of a team of bankers and financial advisors evaluating an investment portfolio on a touchscreen monitor. For this article, we referred to Insider Monkey's database containing billionaires' stock picks and chose the top 10 companies headquartered outside the United States that were most popular with billionaire investors in Q4 of 2024. We have also mentioned the value of billionaire holdings for further insight. The stocks are ranked in ascending order based on the number of billionaire 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 (). Number of Billionaire Investors: 17 Value of Billionaire Holdings: $1.91 billion Nu Holdings Ltd. (NYSE:NU) was founded in 2013 and is headquartered in São Paulo, Brazil. It is a digital banking leader in Latin America, offering credit and prepaid cards, mobile payments, and an e-commerce platform. NU also offers accounts, investment options like stocks, ETFs, and crypto, a loyalty token (Nucoin), loans, and insurance. Philippe Laffont, along with 16 other billionaires, is a major investor in the company, positioning it as one of the best foreign stocks to buy. On March 20, Citi analyst Ashwin Shirvaikar reiterated a Sell rating on Nu Holdings Ltd. (NYSE:NU) with a $9 price target. While most Mexican banks saw deposits decline in January, Nubank has continued to grow deposits and loans. With 48.7% revenue growth and a $57.6 billion market cap, the company has strong momentum, but Citi remains cautious due to a shift from demand deposits to time deposits. Nubank Crypto is expanding its lineup with new coins like Cardano (ADA), Near Protocol (NEAR), Cosmos (ATOM), and Algorand (ALGO), adding to its existing selection of 16 cryptocurrencies, including Bitcoin, Ether, and Solana. It is also rolling out 11 new crypto pairs that can be swapped for USDC, featuring options like AAVE, AVAX, and DOT. Plus, users holding at least 10 USDC in their wallets now earn a fixed 4% annual return, paid daily. Nu Holdings (NYSE:NU) grew its customer base to 114 million in 2024, adding 20 million new users in just a year. Revenue shot up 58% to $11.5 billion for the year, and net income nearly doubled to $2 billion. The company made huge moves in Brazil, becoming the country's third-largest financial institution by the number of customers. Meanwhile, Mexico hit 10 million users, and Colombia reached 2.5 million. Engagement stayed strong, with an 83.1% activity rate and rising revenue per customer. Overall, Nu Holdings Ltd. (NYSE:NU) ranks 8th on our list of the best foreign stocks to buy according to billionaires. While we acknowledge the potential of NU to grow, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NU but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
02-04-2025
- Business
- Yahoo
Taiwan Semiconductor Manufacturing (TSM): The Best Foreign Stock to Buy According to Billionaires
We recently published a list of . In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other best foreign stocks to invest in. The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year. However, recent economic indicators suggest that global growth may be losing momentum. The OECD forecasts that global growth will be 3.1% in 2025 and 3% in 2026, compared to 3.2% in 2024. The marginal fall in growth is because of rising trade restrictions across economies, strict policy updates that often upend investment opportunities, and uncertain household spending. Although growth in the United States has been very strong as of late, it is expected to slow down to 2.2% this year and 1.6% in 2026. Economic growth will be weak in the Euro Zone as well, with OECD projecting real GDP growth of 1.0% in 2025 and 1.2% in 2026. China follows a similar trend, with growth declining to 4.4% in 2026 from 4.8% in the current year. In the midst of stagnant global economic forecasts, Michael Hartnett, an analyst at Bank of America, cautioned investors that the United States stock market is coming off its recent highs, and is no longer benefiting from high fiscal spending, lenient immigration policies, and robust AI budgets. The analyst noted that Chinese competitors are now successfully producing large language models for under $6 million, which is a fraction of the billions spent by American firms to create the same tech. Similarly, Manish Kabra of Societe Generale observed that Chinese developments in AI are disrupting investor confidence and making them question spending by American tech firms. BofA's Michael Hartnett noted that investors are not paying attention to foreign markets like Japan and Europe, where stocks are cheaper, and value stocks are ahead of their growth counterparts. He pointed out that Japan's Nikkei 225 has climbed 9% in the past year, while the European index displayed outperformance at the beginning of 2025. Others also share a similar sentiment about foreign stocks. For example, David Herro, partner and portfolio manager at Harris Associates, joined CNBC on January 15, 2025, and commented that US stocks are largely overvalued, so it is only logical to look for opportunities elsewhere. This is where foreign markets come into play. According to Herro, fundamentals of overseas stocks are okay, and while they may not be robust, these stocks are growing in mid-single digits with attractive valuations. These valuation characteristics make it almost impossible not to consider these foreign stocks and increase international portfolio exposure. He noted that companies based out of Europe are not just doing business there, but their operations are spread worldwide. For cheap valuations, this is a huge plus. For long-term investors, he suggested that they should mainly focus on company fundamentals rather than the macroeconomic environment that they operate in because that's how you make money. A close-up of a complex network of integrated circuits used in logic semiconductors. For this article, we referred to Insider Monkey's database containing billionaires' stock picks and chose the top 10 companies headquartered outside the United States that were most popular with billionaire investors in Q4 of 2024. We have also mentioned the value of billionaire holdings for further insight. The stocks are ranked in ascending order based on the number of billionaire 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 (). Number of Billionaire Investors: 30 Value of Billionaire Holdings: $14.62 billion Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the largest pure-play semiconductor company in the world. On January 21, investment advisory Bernstein assigned TSM an Outperform rating with a price target of $258. The firm observed that robust AI demand and a forecasted revenue growth of 27% in FY2025 are positive catalysts for the company. Semiconductor prices are also stabilizing, which will benefit TSM. It is one of the best foreign stocks to buy according to billionaires. In Q4, TSM was found in 30 billionaire stock portfolios. On March 4, Taiwan Semiconductor Manufacturing (NYSE:TSM) announced a plan to invest $100 billion in the United States. The company plans to build five new chip facilities so there is less dependence on Asian semiconductor production. TSM aims to construct three fabrication plants in the US to expand operations, as well as two packaging facilities and a research and development unit. TSM made an earlier commitment to invest $65 billion in the US and build a third Arizona factory by 2030. In the fourth quarter of 2024, the company earned a revenue of $26.88 billion, up 37% year-over-year and 14.4% from the last quarter. Taiwan Semiconductor Manufacturing (NYSE:TSM)recorded a profit margin of 43.1%, driven by solid demand for its advanced 3nm and 5nm chips, which accounted for 60% of overall wafer revenue. While the company expects a revenue dip in Q1 2025 due to slower smartphone sales, it will be offset by growing demand for AI. Overall, TSM ranks 1st on our list of the best foreign stocks to buy according to billionaires. While we acknowledge the potential of TSM to grow, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM but that trades at less than 5 times its earnings, check out our report about the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
01-04-2025
- Business
- Yahoo
It's not just tariffs. 4 other issues are battering stock market sentiment.
Trump's trade war has rattled markets but it's not the only issue weighing on sentiment. The mood in 2025 has also been soured by weak consumer confidence and a tougher job market. The high level of uncertainty is stoking fears of a recession in 2025. Trump's trade war isn't the only thing that's derailed the stock market in 2025. While anticipated tariffs have exerted the most pressure in recent weeks, the sell-off has been accelerated by a slew of data points that suggest that the economy is on shaky footing. Here are four factors that are souring the mood among investors as the second quarter kicks off. Consumers are feeling steadily worse about the state of the economy. Consumer confidence dropped for the fourth month in a row in March, hitting its lowest level since 2021, according to the latest Conference Board Survey. The Expectations Index, a broad measure of how consumers feel about the outlook for income, business activity, and the job market, dropped to 65.1 this month, its lowest level in 12 years. That's below a key level of 80, a threshold that has typically signaled a coming recession. CEOs aren't feeling very chipper, either. According to a survey conducted by Chief Executive Group, on average, chief executives rated business conditions in March around 20% lower than conditions in January. Meanwhile, the outlook among CEOs for what business conditions will look like 12 months from now dropped 28% from levels in January, the most pessimistic business leaders have been since 2012, the firm said. The downbeat mood is palpable, and Wall Street is taking notice. "In the US, there is a clear crisis of confidence," Manish Kabra, the head of US equity strategy at Societe Generale, wrote in a note on Tuesday. "Events so far this year have led us to highlight our negative views on the Nasdaq-100 and to underline that trade uncertainty is driving our trading call for the S&P 500 to fall to 5555. Most of these events are 'known knowns'. The high-flying AI stocks that have boosted the market in recent years aren't doing so well in 2025. Even before the stiffest tariff headwinds shook up the stock market, investors were questioning the longevity of the trade. In January, DeepSeek, an AI tool from China, surprised markets with a more cost-efficient model to rival US peers like ChatGPT. Since then, investors have been left wondering why the AI "hyperscalers" — companies with big AI ambitions like Meta Platforms and Amazon — have been spending so heavily on chips and other tech. More importantly, they're wondering when they might see a return on such massive capex related to AI. The Roundhill Magnificent Seven ETF, which has near-equal positions in all the Magnificent Seven stocks, is down 15% year-to-date. By the end of last week, ever Magnificent Seven stock was negative for the year, with Meta the last of the cohort to give up its gains. Doubts have also been swirling for months on whether top AI firms, like Nvidia, will be able to keep up their chip sales in the coming years. "At the top of our list of concerns is the potential for excess comput as well as harsher than expected tariffs and/or export restrictions. We think the keys to the next major move in artificial intelligence (AI) stocks will depend on clarity from tariffs," Angelo Zino, a senior analyst at CFRA Research, wrote in a note on Monday. Inflation remains above the Fed's 2% target, with Personal Consumption Expenditures inflation, the Fed's preferred measure, accelerating 2.8% in February, up from the prior month's 2.5% yearly increase. Hotter inflation is bad news on two fronts. For one, it could mean the Fed has less room to cut interest rates this year, meaning interest-rate pressure will continue to weigh on stocks. For another, higher inflation is raising fears of stagflation, a worst-case economic scenario that describes a slowing economy with stubbornly high prices. Such a case is even harder for the Fed to deal with than a typical recession, as central bankers won't be able to cut rates to boost the economy without stoking higher prices. In a March Bank of America survey, 71% of fund managers said they saw the risk that the global economy would see stagflation within the next 12 months. The survey also found record stock selling among fund managers, with investors' allocation to the US stock market dropping to their lowest levels in about two years. "Faced with modest stagflation, we think the Fed will stay on hold," strategists said in a note. "Risks are skewed toward weaker growth and even higher inflation." Hiring isn't as strong as it's been in recent years. On top of that, DOGE-related cuts as the government pursues vast budget reduction plans is drumming up uncertainty about future jobs data. The unemployment rate remained at a historically low 4.1% in February, but continued jobless claims have climbed steadily over the past year, according to data from the US Employment and Training Administration. Layoffs also appear to be accelerating. US employers announced 172,017 job cuts in February, a 245% increase from job cuts announced the prior month, and a 103% increase from cuts announced in February of last year, according to data from Challenger, Gray, & Christmas. A weaker job market is stoking fears of a potential recession in 2025, which more forecasters on Wall Street have voiced in recent weeks. In a recent note, strategists from Goldman Sachs lowered their forecast for GDP growth while raising their forecast for unemployment and the probability of a recession this year. "We raised our 12-month recession probability from 20% to 35%, reflecting our lower growth forecast, falling confidence, and statements from White House officials indicating willingness to tolerate economic pain," the bank wrote in a note. Read the original article on Business Insider
Yahoo
01-04-2025
- Business
- Yahoo
Shopify Inc. (SHOP): Among the Best Foreign Stocks to Buy According to Billionaires
We recently published a list of . In this article, we are going to take a look at where Shopify Inc. (NYSE:SHOP) stands against other best foreign stocks to invest in. The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year. However, recent economic indicators suggest that global growth may be losing momentum. The OECD forecasts that global growth will be 3.1% in 2025 and 3% in 2026, compared to 3.2% in 2024. The marginal fall in growth is because of rising trade restrictions across economies, strict policy updates that often upend investment opportunities, and uncertain household spending. Although growth in the United States has been very strong as of late, it is expected to slow down to 2.2% this year and 1.6% in 2026. Economic growth will be weak in the Euro Zone as well, with OECD projecting real GDP growth of 1.0% in 2025 and 1.2% in 2026. China follows a similar trend, with growth declining to 4.4% in 2026 from 4.8% in the current year. In the midst of stagnant global economic forecasts, Michael Hartnett, an analyst at Bank of America, cautioned investors that the United States stock market is coming off its recent highs, and is no longer benefiting from high fiscal spending, lenient immigration policies, and robust AI budgets. The analyst noted that Chinese competitors are now successfully producing large language models for under $6 million, which is a fraction of the billions spent by American firms to create the same tech. Similarly, Manish Kabra of Societe Generale observed that Chinese developments in AI are disrupting investor confidence and making them question spending by American tech firms. BofA's Michael Hartnett noted that investors are not paying attention to foreign markets like Japan and Europe, where stocks are cheaper, and value stocks are ahead of their growth counterparts. He pointed out that Japan's Nikkei 225 has climbed 9% in the past year, while the European index displayed outperformance at the beginning of 2025. Others also share a similar sentiment about foreign stocks. For example, David Herro, partner and portfolio manager at Harris Associates, joined CNBC on January 15, 2025, and commented that US stocks are largely overvalued, so it is only logical to look for opportunities elsewhere. This is where foreign markets come into play. According to Herro, fundamentals of overseas stocks are okay, and while they may not be robust, these stocks are growing in mid-single digits with attractive valuations. These valuation characteristics make it almost impossible not to consider these foreign stocks and increase international portfolio exposure. He noted that companies based out of Europe are not just doing business there, but their operations are spread worldwide. For cheap valuations, this is a huge plus. For long-term investors, he suggested that they should mainly focus on company fundamentals rather than the macroeconomic environment that they operate in because that's how you make money. An enthusiastic customer completing a purchase and receiving an order confirmation via one of the companies online sales channels. For this article, we referred to Insider Monkey's database containing billionaires' stock picks and chose the top 10 companies headquartered outside the United States that were most popular with billionaire investors in Q4 of 2024. We have also mentioned the value of billionaire holdings for further insight. The stocks are ranked in ascending order based on the number of billionaire 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 (). Number of Billionaire Investors: 16 Value of Billionaire Holdings: $1.54 billion Shopify Inc. (NYSE:SHOP) is a Canadian commerce company that allows individuals and businesses to start and scale their online retail presence. The Shopify platform is available in more than 175 countries. On March 18, the company announced that it is moving its US stock listing from the NYSE to Nasdaq. Trading on the NYSE ends on Friday, March 28, and begins on Nasdaq on March 31. Its TSX listing under SHOP remains unchanged. With 16 billionaires backing SHOP, it's among the best foreign stocks to consider buying. Shopify Inc. (NYSE:SHOP) reported strong growth throughout 2024. The company focused on making entrepreneurship more accessible and solidifying Shopify as the go-to platform for businesses. The fourth quarter marked the seventh straight quarter of 25%+ revenue growth (excluding logistics) for Shopify, a 22% free cash flow margin, and a 24% year-over-year GMV increase, which was the highest in three years. For Q1 2025, Shopify expects revenue growth in the mid-20% range, gross profit growth in the low-20% range, $120 million in stock-based compensation, and a mid-teen free cash flow margin. On March 28, Deutsche Bank analyst Bhavin Shah assigned a Buy rating on Shopify Inc. (NYSE:SHOP) and a $150 price target, following insights from ShopTalk Spring 2025. The analyst projects that Shopify will benefit from the growing demand for artificial intelligence, personalization, and unified commerce. Overall, SHOP ranks 10th on our list of the best foreign stocks to buy according to billionaires. While we acknowledge the potential of SHOP to grow, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. 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 the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
