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Quality Stocks @qualitystocks.bsky.social · Feb 27

Transmedics $TMDX Q4 24 results

Revenue $122M
Q4 23 $81M +50% 🟢
Est. $109M beat 🟢

EPS $0.19
Q4 23 $0.12 +58% 🟢
Est. $0.16 beat 🟢

6

Quality Stocks @qualitystocks.bsky.social · Feb 24

Hims&Hers $HIMS Q4 24 results

Revenue $481M
Q4 23 $247M +95% 🟢
Est. $471M beat 🟢

EPS $0.11
Q4 23 $0.01 +1,000% 🟢
Est. $0.11 beat 🟢

4

Quality Stocks @qualitystocks.bsky.social · Feb 23

🏰 What are the 3 highest-moat stocks that come to mind?

Let’s see which companies get the most votes! 👇

4

Quality Stocks @qualitystocks.bsky.social · Feb 18

🎯 Analyst Recommendation Changes

Adyen 1,843€
GS. Buy. 2,200€ ▶️ 2,400€ 🟢

Rheinmetall 965€
UBS. Hold. 805€ ▶️ 924€ 🟢

Genmab 1,512DKK
DB. Buy. 2,250 ▶️ 2,100DKK 🔴

Hermes 2,812€
Stifel. Buy. 2,560€ ▶️ 2,900€ 🟢

Euronext 118€
Citi. Buy. 127€ ▶️ 134€ 🟢

Nestle 82CHF
CER. Hold. 78 ▶️ 88CHF 🟢

2

Quality Stocks @qualitystocks.bsky.social · Feb 17

🚢 GTT 12.4x
🛢️ Technip Energies 12.2x
🚤 Sanlorenzo 10.8x
📦 PDD 10.4x
💰 GQG 10.1x
⛴️ Tidewater 9.8x
🎰 Betsson 9.8x
🎧 Teleperformance 7.9x
🚤 The Italian Sea Group 7.8x
💵 Gigacloud Tech 5.9x

2/2

3

Quality Stocks @qualitystocks.bsky.social · Feb 17

Yes, markets may seem expensive right now, but don't worry, you can still find reasonably valued stocks! 💎

👇 Here are 15 stocks with a 2025 PE under 15x
From highest PE to lowest PE

⛏️ Tasmea 15.0x
💳 Pluxee 14.8x
💉 Genmab 14.0x
💉 Halozyme 12.9x
🎰 Evolution 12.9x

1/2

1 2

Quality Stocks @qualitystocks.bsky.social · Feb 16

💡 Investing doesn’t have to be complicated—sometimes simplicity wins

Here is a 5-stock portfolio packed with long-term potential
🏭 ASML $ASML
📦 Amazon $AMZN
💻 Alphabet $GOOGL
🚖 Uber $UBER
📦 Mercadolibre $MELI

What do you think? Would you add any others?

1

Quality Stocks @qualitystocks.bsky.social · Feb 13

Zoetis $ZTS Q4 24 results
Good results but weak guidance

Revenue $2,317M
Q4 23 $2,213M +5% 🟢
Est. $2,299M beat 🟢

EPS $1.29
Q4 23 $1.14 +13% 🟢
Est. $1.25 beat 🟢

1

Quality Stocks @qualitystocks.bsky.social · Feb 10

Novo Nordisk 615DKK / DZB. Hold. 637 ▶️ 630DKK 🔴
CME Group $243 / Autonomous. Buy. $265 ▶️ $271 🟢
Cantaloupe $9.8 / B. Riley. Buy. $10.5 ▶️ $11.5 🟢
Netflix $1,024 / Citi. Hold. $920 ▶️ $1,020 🟢
Nike $70 / DB. Buy. $84 ▶️ $77 🔴
MIPS 547SEK / Danske Bank. Buy. 680 ▶️ 725SEK 🟢

2/2

1

Quality Stocks @qualitystocks.bsky.social · Feb 10

🎯 Analyst Recommendation Changes

Fortinet $110 / HSBC. Buy. $111 ▶️ $127 🟢
Amazon $232 / CR. Buy. $245 ▶️ $278 🟢
Lululemon $399 / Oppenheimer. Buy. $380 ▶️ $500 🟢
Qualys $137 / Wedbush. Buy. $175 ▶️ $160 🔴
ELF $72 / Truist. Buy. $150 ▶️ $100 🔴

1/2

1 1

Quality Stocks @qualitystocks.bsky.social · Feb 9

🔍 Another big week is ahead
👇 Here are the earnings reports I will follow. What about you?

MONDAY
McDonald's
Vertex
Medpace

TUESDAY
Coca-Cola
Shopify
S&P Global

WEDNESDAY
Vertiv
Applovin
Genmab
Paycom

THURSDAY
Deere&Co
Applied Materials
Adyen
Zoetis
Airbnb
Fortinet

FRIDAY
Moderna
GQG

1 2

Quality Stocks @qualitystocks.bsky.social · Feb 8

💡 Have you heard of VusionGroup $VU?

📈 This French small-cap is projected to grow 30% annually in 2025, 2026, and 2027!

❓ But can this momentum continue? What are the key risks and opportunities?

🔍 Check out my last article about it!

qualitystocks.substack.com/p/vusiongrou...

Vusiongroup: Transforming the Retail Industry

How IoT is revolutionizing the retail industry?

qualitystocks.substack.com

1

Quality Stocks @qualitystocks.bsky.social · Feb 8

🚀 12 large-caps poised to grow their EPS by over 25% next year!

Which ones are on your watchlist? 👇

Oracle 25.2%
Lam Research 26.2%
On Holding 30.9%
Mercadolibre 33.9%
KLA Corporation 39.1%
Nu Holdings 39.2%
Wisetech 42.2%
The Trade Desk 42.9%
Rheinmetall 48.9%
Alibaba 51.1%
SAP 120%
NVidia 136%

1 2

Quality Stocks @qualitystocks.bsky.social · Feb 6

Betsson $BETS Q4 24 results

Revenue 306.8M€
Q4 23 251.9M€ +22% 🟢
Est. 295.8M€ beat 🟢

EPS 0.38€
Q4 23 0.30€ +27% 🟢
Est. 0.41€ miss 🔴

1 1

Quality Stocks @qualitystocks.bsky.social · Feb 3

Palantir $PLTR Q4 24 results

Revenue $827M
Q4 23 $608M +36% 🟢
Est. $781M beat 🟢

EPS $0.03
Q4 23 $0.04 -25% 🔴
Est. $0.03 🟠

1 1

Quality Stocks @qualitystocks.bsky.social · Feb 3

IDEXX $IDXX Q4 24 results
Shares are up +12% 🟢 following the results

Revenue $954M
Q4 23 $902M +5.8% 🟢
Est. $937M beat 🟢

EPS $2.62
Q4 23 $2.32 +12.9% 🟢
Est. $2.40 beat 🟢

1 1

Quality Stocks @qualitystocks.bsky.social · Feb 3

🔴 Tough day in the markets? No need to dwell on it. The best thing to do: shut down your computer and focus on something else!

Quality Stocks @qualitystocks.bsky.social · Feb 2

Want to spot potential stock market gems? Look for
📈 2025 EPS Growth > 10%
📊 Positive Margin Trend
💰 2025 PE < 25x
💎 ROIC > 15%

🔎 Here are 8 stocks that fit the bill
💉 Novo Nordisk
💻 Alphabet
📦 InPost
💉 Halozyme
🚤 The Italian Sea Group
📦 PDD
⛏️ Tasmea
🏭 Lam Research

Which one is on your watchlist?

1 2

Quality Stocks @qualitystocks.bsky.social · Feb 1

💡 Notably, the performance of the Magnificent 7 / BATMMAAN has varied significantly since the beginning of the year

🏭 Broadcom -4.6% 🔴
📱 Apple -5.8% 🔴
🚗 Tesla +0.2% 🟢
📸 Meta +17.7% 🟢
💻 Microsoft -1.5% 🔴
💻 Alphabet +7.8% 🟢
📦 Amazon +8.3% 🟢
🎮 NVidia -10.6% 🔴

1 2

Quality Stocks @qualitystocks.bsky.social · Jan 30

Evolution $EVO Q4 24 results

Revenue 534M€
Q4 23 475M€ +12.3% 🟢
Est. 537M€ miss 🔴

EPS 1.38€
Q4 23 1.32€ +4.4% 🟢
Est. 1.35€ beat 🟢

2

Quality Stocks @qualitystocks.bsky.social · Jan 29

Manhattan $MANH Q4 24 results
Decent results but ultra weak 2025 guidance + rich valuation = shares are down 23% 🔴 premarket

Revenue $256M
Q4 23 $238 +7.4% 🟢
Est. $253M beat 🟢

EPS $0.77
Q4 23 $0.78 -1.3% 🔴
Est. $0.75 beat 🟢

1

Quality Stocks @qualitystocks.bsky.social · Jan 29

ASML $ASML Q4 24 results

Revenue 9.3B€
Q4 23 7.2B€ +28% 🟢
Est. 9.1B€ beat 🟢

EPS 6.84€
Q4 23 5.20€ +31% 🟢
Est. 6.73€ beat 🟢

3

Quality Stocks @qualitystocks.bsky.social · Jan 28

Lockheed Martin $LMT Q4 24 results
Shares are down -3% premarket

Revenue $18,622M
Q4 23 $18,874M -1.3% 🔴
Est. $18,788M miss 🔴

EPS $2.22
Q423 $7.58 -70.7% 🔴
Est. $6.60 miss 🔴

2

Quality Stocks @qualitystocks.bsky.social · Jan 28

🔍 I analyzed 50 stocks to define 3 buying zones for each. You can find them on this link

💡 I like to establish 3 buying zones for staggered entries. While it is rare to hit the lowest price, this plan ensures readiness for any market conditions

👉 bit.ly/50-buying-zo...

Buying Zones for 50 Stocks to Update your Watchlist

Get a clear view of the stock market opportunities available right now

bit.ly

Quality Stocks @qualitystocks.bsky.social · Jan 28

SAP $SAP Q4 24 results

Revenue 9,377M€
Q4 23 8,468M€ +11% 🟢
Est. 9,143M€ beat 🟢

EPS 1.37€
Q4 23 1.05€ +31% 🟢
Est. 1.35€ beat 🟢