Latest news with #growthinvesting
Globe and Mail
4 days ago
- Business
- Globe and Mail
2 No-Brainer Growth Stocks to Buy in June
Growth investors have had to dig deeper in 2025. With the S&P 500 flat year to date amid President Trump's global trade reset and persistent inflation, the broad-market rally has stalled. But under the surface, a new class of winners is emerging, driven by breakthroughs in artificial intelligence (AI), telehealth, and advanced computing. The gap between outperformers and everything else has rarely been this wide. While the major indices have largely traded sideways, companies building the infrastructure for AI workloads, advanced data analytics, or pushing the boundaries of computation have posted jaw-dropping gains in 2025. Here are two growth stocks with the momentum, fundamentals, and strategic tailwinds to deliver meaningful upside in the months ahead. Quantum computing pioneer IonQ (NYSE: IONQ) is building the future of computing with its trapped-ion quantum systems. While traditional computers process information in binary bits, IonQ's quantum computers leverage quantum mechanics to solve complex problems exponentially faster. The company makes its systems accessible through major cloud platforms, including Amazon Web Services, Microsoft Azure, and Alphabet 's Google Cloud. Shares are down 3.4% year to date but have rallied 47% in the past month as investors recognize the company's progress toward broad commercialization. Q1 2025 revenue of $7.6 million was essentially flat year over year, but management's full-year guidance of $75 million to $95 million implies approximately 97% growth, relative to 2024. This dramatic acceleration reflects major contracts coming online, including a $22 million deal with EPB to establish America's first commercial quantum computing hub in Chattanooga. IonQ's balance sheet provides ample runway with $697 million in cash and investments. A solid balance sheet is critical when it comes to building systems that require decades to bring online and gain market traction. Moreover, IonQ is expanding beyond pure quantum computing into quantum networking through its acquisition of ID Quantique. That's an underappreciated development that significantly enhances the company's competitive positioning. The bottom line? IonQ offers exposure to a technology that could revolutionize computing across industries, from drug discovery to cryptography. It's not a stretch to say that IonQ holds the potential to evolve into a titan of one of the world's next multitrillion-dollar industries. So while the stock is unquestionably overvalued from a fundamental standpoint (shares trade at over 200 times 12-month trailing sales), the company's multidecade growth potential, one that could be parabolic, is a solid reason to keep buying shares this month. An AI software platform leader AI software platform leader Palantir Technologies (NASDAQ: PLTR) continues its remarkable run, with shares up 74.2% this year. The data analytics company has successfully expanded beyond its government contracting roots into the enterprise market, with its Artificial Intelligence Platform driving explosive commercial growth while maintaining its dominant position in federal contracts. Q1 2025 results showcased this dual-engine growth strategy -- total revenue grew 39% year over year to $884 million, with U.S. commercial revenue surging 71% to $255 million. The company closed 139 deals worth $1 million or more during the three months, including 31 exceeding $10 million. Customer count grew 39% year over year to 769. The company's unique "bootcamp" approach to customer onboarding is accelerating adoption, with enterprises using AIP to build AI applications in days rather than months. Trading at 238 times forward earnings, Palantir stock isn't cheap. But here's why that multiple might be reasonable. The company is sitting at the intersection of two massive secular trends, AI adoption and data consolidation, where the winner could capture outsized market share. Current earnings reflect a business still in its early enterprise expansion phase, but as commercial revenue continues growing at 70% plus annually and operating leverage kicks in, those earnings should compound in the years ahead, especially as customer count swells. More importantly, Palantir isn't just selling software. It's building the nervous system for how large organizations will operate in an AI-driven world. Once enterprises integrate Palantir's platform into their core operations, switching costs become prohibitive. If the company can maintain 50% plus growth while expanding its already impressive 44% operating margins, the stock's current valuation will look like a bargain in hindsight. So, for investors willing to stomach the volatility, Palantir represents one of the purest plays on enterprise AI adoption. Should you invest $1,000 in IonQ right now? Before you buy stock in IonQ, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks 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 $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor 's total average return is979% — a market-crushing outperformance compared to171%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 19, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. George Budwell has positions in IonQ, Microsoft, and Palantir Technologies. The Motley Fool has positions in and recommends Alphabet, Amazon, Microsoft, and Palantir Technologies. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Globe and Mail
4 days ago
- Business
- Globe and Mail
3 Best Growth Stocks to Buy in June
Growth investors have had to work harder than usual to find winners in 2025. With the S&P 500 essentially flat year to date amid President Trump's global trade reset and persistent inflation concerns, the easy gains of prior years have evaporated. Yet beneath the surface, a select group of companies continues to deliver explosive growth driven by transformative trends in artificial intelligence (AI), healthcare innovation, and next-generation technologies. The divergence between market leaders and laggards has rarely been more pronounced. While the average stock treads water, companies with genuine competitive advantages and exposure to secular growth themes are posting triple-digit gains. From AI infrastructure providers handling the computational demands of large language models to biotech firms developing breakthrough obesity treatments, the opportunities for outsized returns remain -- if you know where to look. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Here are three growth stocks with the catalysts, financials, and market positioning to potentially deliver significant gains in the months ahead. AI infrastructure juggernaut CoreWeave (NASDAQ: CRWV) has emerged as the picks-and-shovels play of the AI revolution. The company operates specialized data centers built from the ground up for GPU-intensive computing, providing the infrastructure that powers large language models and generative AI applications. Shares have rocketed 185% year to date, driven by explosive growth and massive customer wins. The company's Q1 2025 revenue surged 420% year over year to $981.6 million, while its $11.9 billion contract with OpenAI validates its position as the go-to infrastructure provider for AI leaders. With a $25.9 billion revenue backlog and management guiding for $4.9 billion to $5.1 billion in 2025 revenue, the growth runway remains substantial. The main risk is the company's hefty losses. CoreWeave posted a $314.6 million net loss in Q1, driven by $264 million in interest expenses. Furthermore, capital expenditures are expected to reach $20 billion to $23 billion in 2025 alone. Another key risk is that customer concentration remains high, with Microsoft representing 62% of 2024 revenue. However, for investors who believe AI adoption is still in the early innings, CoreWeave offers one of the purest plays on the trend. Biotech with blockbuster potential Viking Therapeutics (NASDAQ: VKTX) stands out as a contrarian opportunity. Despite shares falling 33% this year, the clinical-stage biotech has multiple shots on goal with its pipeline of metabolic and endocrine therapies. The key catalyst ahead is data from the Phase 2 VENTURE trial for VK2735, the company's oral obesity drug candidate. Top-line results are expected in the second half of this year. Meanwhile, the company is preparing to launch Phase 3 trials for its subcutaneous VK2735 formulation later this quarter, positioning the drug for potential regulatory approval within a few years. This dual-track approach, consisting of oral and injectable formulations, maximizes the commercial opportunity in the competitive obesity market. Viking reported cash and investments of approximately $852 million at the end of Q1 2025, providing runway through multiple clinical readouts without dilution. Wall Street remains bullish with a median price target of $90, representing over 230% upside from current levels. For biotech investors comfortable with clinical risk, the recent pullback creates an attractive entry point ahead of potentially game-changing data. Power semiconductor innovator Navitas Semiconductor (NASDAQ: NVTS) is pioneering next-generation power semiconductors using gallium nitride (GaN) and silicon carbide (SiC) technologies. These materials enable faster, more efficient, and smaller power systems -- critical for everything from EV chargers to data center power supplies. Shares have gained 42.8% this year despite Q1 2025 revenue of just $14 million, down from $23.2 million a year ago. The catalyst? Nvidia recently selected Navitas to collaborate on its next-generation 800V HVDC architecture for "Kyber" rack-scale systems that will power future GPUs. This collaboration positions Navitas at the heart of AI infrastructure buildout, with its GaN and SiC technologies enabling power delivery from grid to GPU for megawatt-scale AI data centers. The company has $450 million in design wins from 2024 that should convert to revenue starting late 2025, with the majority hitting in 2026. Additional wins include a 12 kW AI data center power platform and the industry's first GaN EV on-board charger with Changan. With over 250 million GaN units shipped to date, Navitas has proven its game-changing technology is ready for prime time, making its stock a compelling growth play right now. Should you invest $1,000 in CoreWeave right now? Before you buy stock in CoreWeave, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CoreWeave 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 $651,049!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $828,224!* Now, it's worth noting Stock Advisor 's total average return is979% — a market-crushing outperformance compared to171%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 19, 2025
Yahoo
29-05-2025
- Business
- Yahoo
Angling Direct Leads The Charge In UK Penny Stocks
In the last week, the UK market has been flat, but it is up 4.0% over the past year with earnings expected to grow by 15% per annum over the next few years. Penny stocks may be a throwback term, but they still offer intriguing opportunities for investors seeking growth at lower price points. By focusing on those with robust financials and a clear growth trajectory, these smaller or newer companies can present valuable prospects without many of the risks often associated with this segment of the market. Name Share Price Market Cap Financial Health Rating Croma Security Solutions Group (AIM:CSSG) £0.86 £11.84M ★★★★★★ LSL Property Services (LSE:LSL) £2.88 £296.98M ★★★★★☆ Helios Underwriting (AIM:HUW) £2.25 £163M ★★★★★☆ Integrated Diagnostics Holdings (LSE:IDHC) $0.36 $209.28M ★★★★★☆ Foresight Group Holdings (LSE:FSG) £3.795 £427.61M ★★★★★★ Polar Capital Holdings (AIM:POLR) £4.20 £404.93M ★★★★★★ Stelrad Group (LSE:SRAD) £1.46 £185.93M ★★★★★☆ Cairn Homes (LSE:CRN) £1.902 £1.18B ★★★★★☆ Begbies Traynor Group (AIM:BEG) £0.978 £156.02M ★★★★★★ Van Elle Holdings (AIM:VANL) £0.41 £44.36M ★★★★★★ Click here to see the full list of 401 stocks from our UK Penny Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Financial Health Rating: ★★★★★★ Overview: Angling Direct PLC, with a market cap of £34.78 million, operates in the sale of fishing tackle products and equipment across the United Kingdom, Europe, and internationally. Operations: The company's revenue is divided into segments with £4.89 million from Europe, £35.71 million from UK Online sales, and £50.74 million from UK Stores. Market Cap: £34.78M Angling Direct PLC, with a market cap of £34.78 million, shows steady revenue growth and financial stability. The company reported sales of £91.34 million for the year ended January 31, 2025, up from £81.66 million the previous year, with net income rising to £1.43 million. Despite its low Return on Equity of 3.6%, Angling Direct benefits from being debt-free and having short-term assets that cover both short- and long-term liabilities comfortably. Recent board changes include appointing Neil Williams as an Independent Non-Executive Director, adding valuable retail experience to their governance team amidst stable earnings growth trends. Unlock comprehensive insights into our analysis of Angling Direct stock in this financial health report. Gain insights into Angling Direct's future direction by reviewing our growth report. Simply Wall St Financial Health Rating: ★★★★★★ Overview: ME Group International plc operates, sells, and services a variety of instant-service equipment in the United Kingdom with a market cap of £802.70 million. Operations: The company's revenue from Personal Services - Others amounts to £307.89 million. Market Cap: £802.7M ME Group International plc, with a market cap of £802.70 million, demonstrates robust financial health and operational efficiency. The company's return on equity is high at 30.1%, supported by stable earnings growth and improved profit margins from 17% to 17.6%. Its short-term assets exceed both short- and long-term liabilities, indicating solid liquidity management. Despite recent dividend increases to 4.45 pence per share, the dividend coverage by free cash flow remains a concern. However, MEGP's debt is well covered by operating cash flow and interest payments are comfortably managed with EBIT coverage of 38.5 times, reflecting prudent financial oversight amidst competitive industry positioning. Jump into the full analysis health report here for a deeper understanding of ME Group International. Learn about ME Group International's future growth trajectory here. Simply Wall St Financial Health Rating: ★★★★☆☆ Overview: Seplat Energy Plc is an independent energy company involved in oil and gas exploration, production, and gas processing across multiple countries including Nigeria, with a market cap of £1.24 billion. Operations: The company's revenue is primarily derived from oil, contributing $1.60 billion, and gas operations, which generate $140.44 million. Market Cap: £1.24B Seplat Energy Plc, with a market cap of £1.24 billion, has shown significant growth in recent quarters, with first-quarter sales reaching US$809.27 million and net income at US$20.22 million. Despite a low return on equity of 9.1%, the company benefits from high-quality earnings and improved profit margins from 2.9% to 9.9%. The board is experienced, though debt levels have increased over time with a net debt to equity ratio at 39.9%, which remains satisfactory due to strong cash flow coverage of debt obligations (47.3%). Recent dividend announcements reflect an unstable track record but indicate shareholder returns remain a focus amidst operational expansion efforts. Dive into the specifics of Seplat Energy here with our thorough balance sheet health report. Assess Seplat Energy's future earnings estimates with our detailed growth reports. Click this link to deep-dive into the 401 companies within our UK Penny Stocks screener. Contemplating Other Strategies? AI is about to change healthcare. These 22 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. 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. Companies discussed in this article include AIM:ANG LSE:MEGP and LSE:SEPL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
29-05-2025
- Business
- Yahoo
Angling Direct Leads The Charge In UK Penny Stocks
In the last week, the UK market has been flat, but it is up 4.0% over the past year with earnings expected to grow by 15% per annum over the next few years. Penny stocks may be a throwback term, but they still offer intriguing opportunities for investors seeking growth at lower price points. By focusing on those with robust financials and a clear growth trajectory, these smaller or newer companies can present valuable prospects without many of the risks often associated with this segment of the market. Name Share Price Market Cap Financial Health Rating Croma Security Solutions Group (AIM:CSSG) £0.86 £11.84M ★★★★★★ LSL Property Services (LSE:LSL) £2.88 £296.98M ★★★★★☆ Helios Underwriting (AIM:HUW) £2.25 £163M ★★★★★☆ Integrated Diagnostics Holdings (LSE:IDHC) $0.36 $209.28M ★★★★★☆ Foresight Group Holdings (LSE:FSG) £3.795 £427.61M ★★★★★★ Polar Capital Holdings (AIM:POLR) £4.20 £404.93M ★★★★★★ Stelrad Group (LSE:SRAD) £1.46 £185.93M ★★★★★☆ Cairn Homes (LSE:CRN) £1.902 £1.18B ★★★★★☆ Begbies Traynor Group (AIM:BEG) £0.978 £156.02M ★★★★★★ Van Elle Holdings (AIM:VANL) £0.41 £44.36M ★★★★★★ Click here to see the full list of 401 stocks from our UK Penny Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Financial Health Rating: ★★★★★★ Overview: Angling Direct PLC, with a market cap of £34.78 million, operates in the sale of fishing tackle products and equipment across the United Kingdom, Europe, and internationally. Operations: The company's revenue is divided into segments with £4.89 million from Europe, £35.71 million from UK Online sales, and £50.74 million from UK Stores. Market Cap: £34.78M Angling Direct PLC, with a market cap of £34.78 million, shows steady revenue growth and financial stability. The company reported sales of £91.34 million for the year ended January 31, 2025, up from £81.66 million the previous year, with net income rising to £1.43 million. Despite its low Return on Equity of 3.6%, Angling Direct benefits from being debt-free and having short-term assets that cover both short- and long-term liabilities comfortably. Recent board changes include appointing Neil Williams as an Independent Non-Executive Director, adding valuable retail experience to their governance team amidst stable earnings growth trends. Unlock comprehensive insights into our analysis of Angling Direct stock in this financial health report. Gain insights into Angling Direct's future direction by reviewing our growth report. Simply Wall St Financial Health Rating: ★★★★★★ Overview: ME Group International plc operates, sells, and services a variety of instant-service equipment in the United Kingdom with a market cap of £802.70 million. Operations: The company's revenue from Personal Services - Others amounts to £307.89 million. Market Cap: £802.7M ME Group International plc, with a market cap of £802.70 million, demonstrates robust financial health and operational efficiency. The company's return on equity is high at 30.1%, supported by stable earnings growth and improved profit margins from 17% to 17.6%. Its short-term assets exceed both short- and long-term liabilities, indicating solid liquidity management. Despite recent dividend increases to 4.45 pence per share, the dividend coverage by free cash flow remains a concern. However, MEGP's debt is well covered by operating cash flow and interest payments are comfortably managed with EBIT coverage of 38.5 times, reflecting prudent financial oversight amidst competitive industry positioning. Jump into the full analysis health report here for a deeper understanding of ME Group International. Learn about ME Group International's future growth trajectory here. Simply Wall St Financial Health Rating: ★★★★☆☆ Overview: Seplat Energy Plc is an independent energy company involved in oil and gas exploration, production, and gas processing across multiple countries including Nigeria, with a market cap of £1.24 billion. Operations: The company's revenue is primarily derived from oil, contributing $1.60 billion, and gas operations, which generate $140.44 million. Market Cap: £1.24B Seplat Energy Plc, with a market cap of £1.24 billion, has shown significant growth in recent quarters, with first-quarter sales reaching US$809.27 million and net income at US$20.22 million. Despite a low return on equity of 9.1%, the company benefits from high-quality earnings and improved profit margins from 2.9% to 9.9%. The board is experienced, though debt levels have increased over time with a net debt to equity ratio at 39.9%, which remains satisfactory due to strong cash flow coverage of debt obligations (47.3%). Recent dividend announcements reflect an unstable track record but indicate shareholder returns remain a focus amidst operational expansion efforts. Dive into the specifics of Seplat Energy here with our thorough balance sheet health report. Assess Seplat Energy's future earnings estimates with our detailed growth reports. Click this link to deep-dive into the 401 companies within our UK Penny Stocks screener. Contemplating Other Strategies? AI is about to change healthcare. These 22 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. 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. Companies discussed in this article include AIM:ANG LSE:MEGP and LSE:SEPL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
