Latest news with #SorosFundManagement
Nikkei Asia
19-05-2025
- Business
- Nikkei Asia
Soros, other US investors lock in profits on China's DeepSeek tech boom
TOKYO -- Prominent U.S. investors like Soros Fund Management and Appaloosa sold off large amounts of Chinese technology stocks in the January-March quarter, Nikkei has found, in what could be seen as an effort to lock in profits before Sino-American trade tensions flared after the return of President Donald Trump. The analysis covered filings as of the end of March for Form 13F, which institutional investors with stockholdings at least $100 million must submit quarterly to the U.S. Securities and Exchange Commission.
Yahoo
02-05-2025
- Business
- Yahoo
Cloudflare, Inc. (NET): Among Billionaire George Soros' Mid-Cap Stocks With Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Cloudflare, Inc. (NYSE:NET) stands against other billionaire George Soros' mid-cap Stocks with huge upside potential. George Soros is one of the most successful investors in the stock market's history. He founded the Soros Fund Management, which currently manages over $6.6 billion in assets. His fund often makes contrarian moves that catch the attention of Wall Street and retail investors alike. Alex Soros, one of George Soros' sons from his second marriage, was handed over the reins in 2023. When investors like George Soros invest in companies, they usually have solid reasons to do so. This is why keeping an eye on their holdings is so important. We decided to take a look at George Soros' Mid-Cap stock holdings to see what mid-cap stocks he is betting on. To come up with our list of billionaire George Soros' 10 Mid-Cap stocks with huge upside potential, we first looked at his top 50 stock holdings. We then filtered out the companies between $10 billion and $40 billion in market cap. After arriving at his top mid-cap holdings list, we then looked at the median analyst price targets on those stocks and then ranked them by their upside potential. We have also mentioned the hedge fund sentiment as per Insider Monkey's database of Q4 2024. 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 artfully detailed shot of a computer monitor displaying a streaming video from Xunlei Media Player, demonstrating the company's online media capabilities. Soros Fund Management's Stake Value: $82.5 Million Number of Hedge Fund Holders: 55 Cloudflare, Inc. is a cloud services provider that offers a variety of services to businesses. It offers an integrated cloud-based security solution and website and application security products. According to the median analyst price target, the stock still has an upside of 44.45%. The firm received an upgrade last month from Bank of America Securities. Citing its improving fundamentals, BofA Securities upgraded the company from Underperform to Buy with an increased price target of $160 from $60. As a result, the share price rose about 6%. Analysts led by Madeline Brooks highlighted two growth catalysts for Cloudflare: 'The company offers a differentiated approach to AI, and we place a high probability on Cloudflare becoming the leader in AI-as-a-Service (AIaaS), which we expect will be the AI consumption method of choice for Enterprises.' A similar sentiment was shown by Mizuho a few days ago. Mizuho upgraded the stock from Neutral to Outperform due to growing AI momentum and potential for acceleration. Despite analysts' optimism about NET's AI opportunities and innovation, the firm slightly lowered its price target from $140 to $135. Regardless of macroeconomic uncertainty, analysts think that the risk/reward is attractive with the recent share price decline Overall, NET ranks 4th on our list of billionaire George Soros' mid-cap Stocks with huge upside potential. While we acknowledge the potential of NET as an investment, our conviction lies in the belief that some 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 NET but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
Insmed Incorporated (INSM): Among Billionaire George Soros' Mid-Cap Stocks With Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Insmed Incorporated (NASDAQ:INSM) stands against other billionaire George Soros' mid-cap Stocks with huge upside potential. George Soros is one of the most successful investors in the stock market's history. He founded the Soros Fund Management, which currently manages over $6.6 billion in assets. His fund often makes contrarian moves that catch the attention of Wall Street and retail investors alike. Alex Soros, one of George Soros' sons from his second marriage, was handed over the reins in 2023. When investors like George Soros invest in companies, they usually have solid reasons to do so. This is why keeping an eye on their holdings is so important. We decided to take a look at George Soros' Mid-Cap stock holdings to see what mid-cap stocks he is betting on. To come up with our list of billionaire George Soros' 10 Mid-Cap stocks with huge upside potential, we first looked at his top 50 stock holdings. We then filtered out the companies between $10 billion and $40 billion in market cap. After arriving at his top mid-cap holdings list, we then looked at the median analyst price targets on those stocks and then ranked them by their upside potential. We have also mentioned the hedge fund sentiment as per Insider Monkey's database of Q4 2024. 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 biopharmaceutical research team taking notes in front of a laboratory's microscope. Soros Fund Management's Stake Value: $31.4 Million Number of Hedge Fund Holders: 72 Insmed Incorporated operates as a marketer and developer of therapies for patients with rare and serious diseases. The company's stock has tripled in less than a year, thanks mainly to the success of its lung disease drug brensocatib. In fact, the stock doubled in a single day back in May last year when the company reported an early-stage success related to its development. There is reason to believe that brensocatib will continue to drive future returns for the company. It received a Priority Review from the FDA back in February, with a target action date of 12th August 2025. This will significantly reduce the time it takes to bring the drug to the market. Once the drug eventually becomes approved and available, it will be the only approved medication for bronchiectasis on the market! The condition affects nearly half a million people in the US, with a similar number of sufferers in Europe and Japan combined. Clearly, there's a lot of potential here and George Soros sees that with his $31.4 million stake in the company. According to the median analyst price target, the stock still has an upside of 39.55%. Overall, INSM ranks 7th on our list of billionaire George Soros' mid-cap Stocks with huge upside potential. While we acknowledge the potential of INSM as an investment, our conviction lies in the belief that some 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 INSM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
Akamai Technologies, Inc. (AKAM): Among Billionaire George Soros' Mid-Cap Stocks With Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Akamai Technologies, Inc. (NASDAQ:AKAM) stands against other billionaire George Soros' mid-cap Stocks with huge upside potential. George Soros is one of the most successful investors in the stock market's history. He founded the Soros Fund Management, which currently manages over $6.6 billion in assets. His fund often makes contrarian moves that catch the attention of Wall Street and retail investors alike. Alex Soros, one of George Soros' sons from his second marriage, was handed over the reins in 2023. When investors like George Soros invest in companies, they usually have solid reasons to do so. This is why keeping an eye on their holdings is so important. We decided to take a look at George Soros' Mid-Cap stock holdings to see what mid-cap stocks he is betting on. To come up with our list of billionaire George Soros' 10 Mid-Cap stocks with huge upside potential, we first looked at his top 50 stock holdings. We then filtered out the companies between $10 billion and $40 billion in market cap. After arriving at his top mid-cap holdings list, we then looked at the median analyst price targets on those stocks and then ranked them by their upside potential. We have also mentioned the hedge fund sentiment as per Insider Monkey's database of Q4 2024. 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 person using a laptop with cloud solutions in the background. Soros Fund Management's Stake Value: $182.8 Million Number of Hedge Fund Holders: 37 Akamai Technologies, Inc. is a delivery, security, and cloud computing solutions provider. It provides Bot & Abuse portfolio, Akamai Account Protector, security solutions, Akamai Content Protector, API security, and microservice and application component protection. According to the median analyst price target, the stock still has an upside of 39.04%. The company was recently downgraded by the Bank of America to Neutral, citing its lower-than-expected latest quarter earnings and guidance. BofA also lowered its price target from $125 to $100. However, Needham maintained its Hold rating on the stock and expressed concerns. Analyst Madeline Brooks highlighted: 'We see limited near term catalysts as the company transitions from slower growth areas like web security and legacy compute to high growth areas like API security and Cloud Infrastructure Services.' To uplift investors' sentiment, investment firm Piper Sandler said that the company is likely to continue to benefit from increasing usage of TikTok among teenagers. Another notable point is that the company is among the top 5 holdings of George Soros's portfolio. He might have seen the true growth potential of the stock to assign 2.75% of its portfolio to it. Overall, AKAM ranks 8th on our list of billionaire George Soros' mid-cap Stocks with huge upside potential. While we acknowledge the potential of AKAM as an investment, our conviction lies in the belief that some 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 AKAM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
Viking Holdings Ltd (VIK): Among Billionaire George Soros' Mid-Cap Stocks With Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Viking Holdings Ltd (NYSE:VIK) stands against other billionaire George Soros' mid-cap Stocks with huge upside potential. George Soros is one of the most successful investors in the stock market's history. He founded the Soros Fund Management, which currently manages over $6.6 billion in assets. His fund often makes contrarian moves that catch the attention of Wall Street and retail investors alike. Alex Soros, one of George Soros' sons from his second marriage, was handed over the reins in 2023. When investors like George Soros invest in companies, they usually have solid reasons to do so. This is why keeping an eye on their holdings is so important. We decided to take a look at George Soros' Mid-Cap stock holdings to see what mid-cap stocks he is betting on. To come up with our list of billionaire George Soros' 10 Mid-Cap stocks with huge upside potential, we first looked at his top 50 stock holdings. We then filtered out the companies between $10 billion and $40 billion in market cap. After arriving at his top mid-cap holdings list, we then looked at the median analyst price targets on those stocks and then ranked them by their upside potential. We have also mentioned the hedge fund sentiment as per Insider Monkey's database of Q4 2024. 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 (). George Soros of Soros Fund Management Soros Fund Management's Stake Value: $39.6 Million Number of Hedge Fund Holders: 52 Viking Holdings is a Bermuda-based tourism company that engages is passenger transport activities globally. The firm was formed in 1997, and after nearly three decades of operations, it now boasts a fleet of 96 ships. According to the median analyst price target, the company's stock still has an upside of 35.96% Like many other industries, the travel industry is also likely to be severely impacted by tariffs. While increasing costs resulting from tariffs can deal a big blow, it is the resulting inflation and reduced purchasing power that is worrying long-term investors. As discretionary income reduces, companies will have to fight harder to gain customers. This could result in a price war or discounts on cruises, something that will benefit holiday goers and not the investors. Last week, the company announced its newest ship, the Viking Amun, was already on water, awaiting the final build-out steps before it is ready for operation. It expects the ship to be in commercial operation by September 2025, so the company could end the year on a strong note. Overall, VIK ranks 9th on our list of billionaire George Soros' mid-cap Stocks with huge upside potential. While we acknowledge the potential of VIK as an investment, our conviction lies in the belief that some 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 VIK but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
