Latest news with #midcapgrowth
Yahoo
16 hours ago
- Business
- Yahoo
Do You Believe in the Growth Potential of Cloudflare (NET)?
Fidelity Investments, an investment management company, recently released its 'Fidelity Growth Strategies Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategies Fund is a diversified domestic equity strategy with a focus on mid-cap growth investments. The fund focuses on investing in high-quality companies that demonstrate consistent growth and generate positive free cash flow. The fund's Retail Class shares returned -8.03% in the first quarter, underperforming the -7.12% return of the benchmark Russell Midcap Growth Index. U.S. mid-cap growth stocks rose in January but then fell in February and March as post-election optimism was replaced by concern over executive actions, government disruptions, and rising uncertainty about trade and tariffs. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Fidelity Growth Strategies Fund highlighted stocks such as Cloudflare, Inc. (NYSE:NET). Cloudflare, Inc. (NYSE:NET) is a cloud services provider that delivers a range of services to businesses worldwide. The one-month return of Cloudflare, Inc. (NYSE:NET) was 8.61%, and its shares gained 119.61% of their value over the last 52 weeks. On July 2, 2025, Cloudflare, Inc. (NYSE:NET) stock closed at $185.64 per share with a market capitalization of $64.345 billion. Fidelity Growth Strategies Fund stated the following regarding Cloudflare, Inc. (NYSE:NET) in its Q1 2025 investor letter: "Untimely positioning in Cloudflare, Inc. (NYSE:NET) (-18%), a provider of cloud-based services to websites – including performance, reliability and security services – also hurt. The stock was added to the portfolio in January when it was on the rise, but after peaking in mid-February the shares retrenched following President Trump's announcement of a steep new tariff on foreign-sourced semiconductors. If eventually adopted, the tariff could notably increase Cloudflare's costs. Questions around the firm's liability for the content that passes through its infrastructure tools also weighed on the stock during the quarter. Despite the valuation pullback, we believe the company still has good growth potential." Cloudflare, Inc. (NYSE:NET) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge fund portfolios held Cloudflare, Inc. (NYSE:NET) at the end of the first quarter, which was 55 in the previous quarter. Cloudflare, Inc.'s (NYSE:NET) revenue for the first quarter increased 27% year-over-year to $479.1 million. While we acknowledge the potential of Cloudflare, Inc. (NYSE:NET) 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 timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Cloudflare, Inc. (NYSE:NET) and shared the list of best software infrastructure stocks to invest in. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of NET as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
17 hours ago
- Business
- Yahoo
Here's How Deckers Outdoor (DECK) Helped in Fidelity Growth Strategies Fund's Performance
Fidelity Investments, an investment management company, recently released its 'Fidelity Growth Strategies Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategies Fund is a diversified domestic equity strategy with a focus on mid-cap growth investments. The fund focuses on investing in high-quality companies that demonstrate consistent growth and generate positive free cash flow. The fund's Retail Class shares returned -8.03% in the first quarter, underperforming the -7.12% return of the benchmark Russell Midcap Growth Index. U.S. mid-cap growth stocks rose in January but then fell in February and March as post-election optimism was replaced by concern over executive actions, government disruptions, and rising uncertainty about trade and tariffs. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Fidelity Growth Strategies Fund highlighted stocks such as Deckers Outdoor Corporation (NYSE:DECK). Deckers Outdoor Corporation (NYSE:DECK) is a footwear, apparel, and accessories company for everyday casual lifestyle and high-performance activities. The one-month return of Deckers Outdoor Corporation (NYSE:DECK) was 0.43%, and its shares lost 31.86% of their value over the last 52 weeks. On July 2, 2025, Deckers Outdoor Corporation (NYSE:DECK) stock closed at $106.26 per share, with a market capitalization of $15.879 billion. Fidelity Growth Strategies Fund stated the following regarding Deckers Outdoor Corporation (NYSE:DECK) in its Q1 2025 investor letter: "Underweighting shares of footwear and apparel maker Deckers Outdoor Corporation (NYSE:DECK) also notably helped. The stock plunged in January after the firm's fiscal-year revenue forecast fell short of Wall Street analysts' expectations. Despite reporting higher sales in its two crucial brands, UGG® and HOKA®, analysts were concerned about the company's expansion capabilities amid declining sales in its largest market, the U.S., and other challenges." A customer browsing a retail store, finding the perfect footwear for their casual outfits. Deckers Outdoor Corporation (NYSE:DECK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held Deckers Outdoor Corporation (NYSE:DECK) at the end of the first quarter, which was 66 in the previous quarter. While we acknowledge the potential of Deckers Outdoor Corporation (NYSE:DECK) 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 timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Deckers Outdoor Corporation (NYSE:DECK) and shared the list of S&P 500 Stocks Jim Cramer recently discussed. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of DECK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. 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
17 hours ago
- Business
- Yahoo
Here's What Lifted Howmet Aerospace (HWM) in Q1
Fidelity Investments, an investment management company, recently released its 'Fidelity Growth Strategies Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategies Fund is a diversified domestic equity strategy with a focus on mid-cap growth investments. The fund focuses on investing in high-quality companies that demonstrate consistent growth and generate positive free cash flow. The fund's Retail Class shares returned -8.03% in the first quarter, underperforming the -7.12% return of the benchmark Russell Midcap Growth Index. U.S. mid-cap growth stocks rose in January but then fell in February and March as post-election optimism was replaced by concern over executive actions, government disruptions, and rising uncertainty about trade and tariffs. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Fidelity Growth Strategies Fund highlighted stocks such as Howmet Aerospace Inc. (NYSE:HWM). Howmet Aerospace Inc. (NYSE:HWM) provides advanced engineered solutions for the aerospace and transportation industries. The one-month return of Howmet Aerospace Inc. (NYSE:HWM) was 1.16%, and its shares gained 121.80% of their value over the last 52 weeks. On July 2, 2025, Howmet Aerospace Inc. (NYSE:HWM) stock closed at $175.95 per share, with a market capitalization of $71.026 billion. Fidelity Growth Strategies Fund stated the following regarding Howmet Aerospace Inc. (NYSE:HWM) in its Q1 2025 investor letter: "Conversely, a sizable overweight in Howmet Aerospace Inc. (NYSE:HWM) was the top individual contributor versus the benchmark. Shares of the jet engine components maker gained about 19% for the three months, rising amid better-than-expected Q4 earnings reported in February. The company's revenue rose 9% in the quarter, thanks to a 13% uptick within its commercial aerospace business. Management raised Howmet's Q1 dividend by 25% while increasing revenue guidance for the full year, stemming from growing aerospace production and strong demand." Engineers examining stress tests of an aircraft engine, working to make sure its ready for flight. Howmet Aerospace Inc. (NYSE:HWM) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 56 hedge fund portfolios held Howmet Aerospace Inc. (NYSE:HWM) at the end of the first quarter, which was 58 in the previous quarter. While we acknowledge the potential of Howmet Aerospace Inc. (NYSE:HWM) 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 timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Howmet Aerospace Inc. (NYSE:HWM) and shared the list of stocks Jim Cramer recently shared insights on. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of HWM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. 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
17 hours ago
- Business
- Yahoo
Coherent Corp. (COHR) Slid on Weaker Than Expected Guidance
Fidelity Investments, an investment management company, recently released its 'Fidelity Growth Strategies Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategies Fund is a diversified domestic equity strategy with a focus on mid-cap growth investments. The fund focuses on investing in high-quality companies that demonstrate consistent growth and generate positive free cash flow. The fund's Retail Class shares returned -8.03% in the first quarter, underperforming the -7.12% return of the benchmark Russell Midcap Growth Index. U.S. mid-cap growth stocks rose in January but then fell in February and March as post-election optimism was replaced by concern over executive actions, government disruptions, and rising uncertainty about trade and tariffs. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Fidelity Growth Strategies Fund highlighted stocks such as Coherent Corp. (NYSE:COHR). Coherent Corp. (NYSE:COHR) manufactures and distributes engineered materials and optoelectronic components and devices. The one-month return of Coherent Corp. (NYSE:COHR) was 8.24%, and its shares gained 19.63% of their value over the last 52 weeks. On July 1, 2025, Coherent Corp. (NYSE:COHR) stock closed at $88.36 per share, with a market capitalization of $13.735 billion. Fidelity Growth Strategies Fund stated the following regarding Coherent Corp. (NYSE:COHR) in its Q1 2025 investor letter: "The fund's underperformance of the Russell benchmark came from both stock picking and industry selection, with our choices in industrials hurting most. Among individual stocks, a non-benchmark holding in Coherent Corp. (NYSE:COHR) (-33%) was the biggest detractor. The company manufactures networking and laser equipment for the industrial and electronics markets. In early February, Coherent reported Q4 2024 financial results that exceeded expectations, but its forward guidance came in substantially weaker than anticipated. This caused the shares to fall in February and March. We reduced the stake, but the stock remained a top 10 overweight as of March 31." A row of precision industrial lasers in action, cutting the most intricate of shapes. Coherent Corp. (NYSE:COHR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge fund portfolios held Coherent Corp. (NYSE:COHR) at the end of the first quarter, which was 71 in the previous quarter. In the fiscal third quarter of 2025, Coherent Corp. (NYSE:COHR) reported revenue of $1.5 billion, an increase of approximately 4% sequentially and 24% year-over-year. While we acknowledge the potential of Coherent Corp. (NYSE:COHR) 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 timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Coherent Corp. (NYSE:COHR) and shared billionaire Stan Druckenmiller's stock picks with huge upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of COHR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
2 days ago
- Business
- Yahoo
Will Verisk Analytics (VRSK) Benefit from Its Defensive Qualities?
Fidelity Investments, an investment management company, recently released its 'Fidelity Growth Strategies Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fidelity Growth Strategies Fund is a diversified domestic equity strategy with a focus on mid-cap growth investments. The fund focuses on investing in high-quality companies that demonstrate consistent growth and generate positive free cash flow. The fund's Retail Class shares returned -8.03% in the first quarter, underperforming the -7.12% return of the benchmark Russell Midcap Growth Index. U.S. mid-cap growth stocks rose in January but then fell in February and March as post-election optimism was replaced by concern over executive actions, government disruptions, and rising uncertainty about trade and tariffs. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Fidelity Growth Strategies Fund highlighted stocks such as Verisk Analytics, Inc. (NASDAQ:VRSK). Verisk Analytics, Inc. (NASDAQ:VRSK) offers data analytics solutions to the insurance markets. The one-month return of Verisk Analytics, Inc. (NASDAQ:VRSK) was -1.44%, and its shares gained 14.90% of their value over the last 52 weeks. On July 1, 2025, Verisk Analytics, Inc. (NASDAQ:VRSK) stock closed at $312.95 per share, with a market capitalization of $43.777 billion. Fidelity Growth Strategies Fund stated the following regarding Verisk Analytics, Inc. (NASDAQ:VRSK) in its Q1 2025 investor letter: "Not holding Verisk Analytics, Inc. (NASDAQ:VRSK) (+8%), which provides data analysis and tech services to the insurance industry, further detracted from relative performance. Verisk has posted solid revenue growth in recent quarters and is viewed as a relatively recession-resistant business – its defensive qualities appeared to help the stock gain amid market volatility this quarter." An engineer using the latest predictive analytics software to formulate solutions. Verisk Analytics, Inc. (NASDAQ:VRSK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 45 hedge fund portfolios held Verisk Analytics, Inc. (NASDAQ:VRSK) at the end of the first quarter, which was 40 in the previous quarter. In the first quarter of 2025, Verisk Analytics, Inc. (NASDAQ:VRSK) generated $753 million in revenues, representing an increase of 7% from Q1 2024. While we acknowledge the potential of Verisk Analytics, Inc. (NASDAQ:VRSK) 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 timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Verisk Analytics, Inc. (NASDAQ:VRSK) and shared Baron Asset Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of VRSK as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. 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
