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Quality Stocks
@qualitystocks.bsky.social
150 followers 8 following 230 posts
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Transmedics $TMDX Q4 24 results

Revenue $122M
Q4 23 $81M +50% ๐ŸŸข
Est. $109M beat ๐ŸŸข

EPS $0.19
Q4 23 $0.12 +58% ๐ŸŸข
Est. $0.16 beat ๐ŸŸข
Hims&Hers $HIMS Q4 24 results

Revenue $481M
Q4 23 $247M +95% ๐ŸŸข
Est. $471M beat ๐ŸŸข

EPS $0.11
Q4 23 $0.01 +1,000% ๐ŸŸข
Est. $0.11 beat ๐ŸŸข
๐Ÿฐ What are the 3 highest-moat stocks that come to mind?

Letโ€™s see which companies get the most votes! ๐Ÿ‘‡
๐ŸŽฏ Analyst Recommendation Changes

Adyen 1,843โ‚ฌ
GS. Buy. 2,200โ‚ฌ โ–ถ๏ธ 2,400โ‚ฌ ๐ŸŸข

Rheinmetall 965โ‚ฌ
UBS. Hold. 805โ‚ฌ โ–ถ๏ธ 924โ‚ฌ ๐ŸŸข

Genmab 1,512DKK
DB. Buy. 2,250 โ–ถ๏ธ 2,100DKK ๐Ÿ”ด

Hermes 2,812โ‚ฌ
Stifel. Buy. 2,560โ‚ฌ โ–ถ๏ธ 2,900โ‚ฌ ๐ŸŸข

Euronext 118โ‚ฌ
Citi. Buy. 127โ‚ฌ โ–ถ๏ธ 134โ‚ฌ ๐ŸŸข

Nestle 82CHF
CER. Hold. 78 โ–ถ๏ธ 88CHF ๐ŸŸข
๐Ÿšข GTT 12.4x
๐Ÿ›ข๏ธ Technip Energies 12.2x
๐Ÿšค Sanlorenzo 10.8x
๐Ÿ“ฆ PDD 10.4x
๐Ÿ’ฐ GQG 10.1x
โ›ด๏ธ Tidewater 9.8x
๐ŸŽฐ Betsson 9.8x
๐ŸŽง Teleperformance 7.9x
๐Ÿšค The Italian Sea Group 7.8x
๐Ÿ’ต Gigacloud Tech 5.9x

2/2
Yes, markets may seem expensive right now, but don't worry, you can still find reasonably valued stocks! ๐Ÿ’Ž

๐Ÿ‘‡ Here are 15 stocks with a 2025 PE under 15x
From highest PE to lowest PE

โ›๏ธ Tasmea 15.0x
๐Ÿ’ณ Pluxee 14.8x
๐Ÿ’‰ Genmab 14.0x
๐Ÿ’‰ Halozyme 12.9x
๐ŸŽฐ Evolution 12.9x

1/2
๐Ÿ’ก Investing doesnโ€™t have to be complicatedโ€”sometimes simplicity wins

Here is a 5-stock portfolio packed with long-term potential
๐Ÿญ ASML $ASML
๐Ÿ“ฆ Amazon $AMZN
๐Ÿ’ป Alphabet $GOOGL
๐Ÿš– Uber $UBER
๐Ÿ“ฆ Mercadolibre $MELI

What do you think? Would you add any others?
Zoetis $ZTS Q4 24 results
Good results but weak guidance

Revenue $2,317M
Q4 23 $2,213M +5% ๐ŸŸข
Est. $2,299M beat ๐ŸŸข

EPS $1.29
Q4 23 $1.14 +13% ๐ŸŸข
Est. $1.25 beat ๐ŸŸข
Novo Nordisk 615DKK / DZB. Hold. 637 โ–ถ๏ธ 630DKK ๐Ÿ”ด
CME Group $243 / Autonomous. Buy. $265 โ–ถ๏ธ $271 ๐ŸŸข
Cantaloupe $9.8 / B. Riley. Buy. $10.5 โ–ถ๏ธ $11.5 ๐ŸŸข
Netflix $1,024 / Citi. Hold. $920 โ–ถ๏ธ $1,020 ๐ŸŸข
Nike $70 / DB. Buy. $84 โ–ถ๏ธ $77 ๐Ÿ”ด
MIPS 547SEK / Danske Bank. Buy. 680 โ–ถ๏ธ 725SEK ๐ŸŸข

2/2
๐ŸŽฏ Analyst Recommendation Changes

Fortinet $110 / HSBC. Buy. $111 โ–ถ๏ธ $127 ๐ŸŸข
Amazon $232 / CR. Buy. $245 โ–ถ๏ธ $278 ๐ŸŸข
Lululemon $399 / Oppenheimer. Buy. $380 โ–ถ๏ธ $500 ๐ŸŸข
Qualys $137 / Wedbush. Buy. $175 โ–ถ๏ธ $160 ๐Ÿ”ด
ELF $72 / Truist. Buy. $150 โ–ถ๏ธ $100 ๐Ÿ”ด

1/2
๐Ÿ” Another big week is ahead
๐Ÿ‘‡ 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
๐Ÿ’ก Have you heard of VusionGroup $VU?

๐Ÿ“ˆ This French small-cap is projected to grow 30% annually in 2025, 2026, and 2027!

โ“ But can this momentum continue? What are the key risks and opportunities?

๐Ÿ” 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
๐Ÿš€ 12 large-caps poised to grow their EPS by over 25% next year!

Which ones are on your watchlist? ๐Ÿ‘‡

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%
Betsson $BETS Q4 24 results

Revenue 306.8Mโ‚ฌ
Q4 23 251.9Mโ‚ฌ +22% ๐ŸŸข
Est. 295.8Mโ‚ฌ beat ๐ŸŸข

EPS 0.38โ‚ฌ
Q4 23 0.30โ‚ฌ +27% ๐ŸŸข
Est. 0.41โ‚ฌ miss ๐Ÿ”ด
Palantir $PLTR Q4 24 results

Revenue $827M
Q4 23 $608M +36% ๐ŸŸข
Est. $781M beat ๐ŸŸข

EPS $0.03
Q4 23 $0.04 -25% ๐Ÿ”ด
Est. $0.03 ๐ŸŸ 
IDEXX $IDXX Q4 24 results
Shares are up +12% ๐ŸŸข following the results

Revenue $954M
Q4 23 $902M +5.8% ๐ŸŸข
Est. $937M beat ๐ŸŸข

EPS $2.62
Q4 23 $2.32 +12.9% ๐ŸŸข
Est. $2.40 beat ๐ŸŸข
๐Ÿ”ด 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!
Want to spot potential stock market gems? Look for
๐Ÿ“ˆ 2025 EPS Growth > 10%
๐Ÿ“Š Positive Margin Trend
๐Ÿ’ฐ 2025 PE < 25x
๐Ÿ’Ž ROIC > 15%

๐Ÿ”Ž Here are 8 stocks that fit the bill
๐Ÿ’‰ Novo Nordisk
๐Ÿ’ป Alphabet
๐Ÿ“ฆ InPost
๐Ÿ’‰ Halozyme
๐Ÿšค The Italian Sea Group
๐Ÿ“ฆ PDD
โ›๏ธ Tasmea
๐Ÿญ Lam Research

Which one is on your watchlist?
๐Ÿ’ก Notably, the performance of the Magnificent 7 / BATMMAAN has varied significantly since the beginning of the year

๐Ÿญ Broadcom -4.6% ๐Ÿ”ด
๐Ÿ“ฑ Apple -5.8% ๐Ÿ”ด
๐Ÿš— Tesla +0.2% ๐ŸŸข
๐Ÿ“ธ Meta +17.7% ๐ŸŸข
๐Ÿ’ป Microsoft -1.5% ๐Ÿ”ด
๐Ÿ’ป Alphabet +7.8% ๐ŸŸข
๐Ÿ“ฆ Amazon +8.3% ๐ŸŸข
๐ŸŽฎ NVidia -10.6% ๐Ÿ”ด
Evolution $EVO Q4 24 results

Revenue 534Mโ‚ฌ
Q4 23 475Mโ‚ฌ +12.3% ๐ŸŸข
Est. 537Mโ‚ฌ miss ๐Ÿ”ด

EPS 1.38โ‚ฌ
Q4 23 1.32โ‚ฌ +4.4% ๐ŸŸข
Est. 1.35โ‚ฌ beat ๐ŸŸข
Manhattan $MANH Q4 24 results
Decent results but ultra weak 2025 guidance + rich valuation = shares are down 23% ๐Ÿ”ด premarket

Revenue $256M
Q4 23 $238 +7.4% ๐ŸŸข
Est. $253M beat ๐ŸŸข

EPS $0.77
Q4 23 $0.78 -1.3% ๐Ÿ”ด
Est. $0.75 beat ๐ŸŸข
ASML $ASML Q4 24 results

Revenue 9.3Bโ‚ฌ
Q4 23 7.2Bโ‚ฌ +28% ๐ŸŸข
Est. 9.1Bโ‚ฌ beat ๐ŸŸข

EPS 6.84โ‚ฌ
Q4 23 5.20โ‚ฌ +31% ๐ŸŸข
Est. 6.73โ‚ฌ beat ๐ŸŸข
Lockheed Martin $LMT Q4 24 results
Shares are down -3% premarket

Revenue $18,622M
Q4 23 $18,874M -1.3% ๐Ÿ”ด
Est. $18,788M miss ๐Ÿ”ด

EPS $2.22
Q423 $7.58 -70.7% ๐Ÿ”ด
Est. $6.60 miss ๐Ÿ”ด
๐Ÿ” I analyzed 50 stocks to define 3 buying zones for each. You can find them on this link

๐Ÿ’ก 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

๐Ÿ‘‰ 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
SAP $SAP Q4 24 results

Revenue 9,377Mโ‚ฌ
Q4 23 8,468Mโ‚ฌ +11% ๐ŸŸข
Est. 9,143Mโ‚ฌ beat ๐ŸŸข

EPS 1.37โ‚ฌ
Q4 23 1.05โ‚ฌ +31% ๐ŸŸข
Est. 1.35โ‚ฌ beat ๐ŸŸข