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Here are the top ten software-related stocks with: (1) the highest forward revenue growth estimates and (2) positive 2025 EBITDA margin estimates – combined, these are a strong indicator of long-term growth.
$ZS $STEM $DLO
Latin America is expected to outpace worldwide growth in retail e-commerce sales and digital ad spending, with Argentina expecting to see some of the strongest growth rates in the region.
$MELI
Stocks with the largest share buybacks over the past twelve months
Apple $AAPL: $85B
Google $GOOGL: $60B
Facebook $META: $27B
Microsoft $MSFT: $23B
Visa $V: $9B
Nvidia $NVDA: $8B
Charter $CHTR: $7B
Broadcom $AVGO: $6B
Adobe $ADBE: $5B
Cisco $CSCO: $5B
Paypal $PYPL: $3B
@ycharts
Enphase leads the solar (and tech) sector with the largest 5Y employee headcount growth rate at 53%, with its 5Y revenue growth rate mirroring that figure. $ENPH $SEDG
AI patents have soared in recent years, with nearly 75% growth totaling over 140K in 2021. Microsoft, Baidu, Alphabet and IBM are among the tech firms holding the highest amount of AI-related patents, per data from LexisNexis.
$MSFT $GOOGL $IBM
CrowdStrike pointed to a back-half recovery for net new ARR growth and Zscaler increased its revenue and billings guidance in the recent quarter, pointing toward marginal strength over cloud peers in cybersecurity. $CRWD $ZS
Beth Kindig
CrowdStrike is increasing confidence in a back-half recovery, expecting net new ARR to grow YoY.
This suggests net new ARR growth of +30% to >$222M by fiscal-year end.
$CRWD
Banking is still in the early innings of a digital revolution. Neobanking is projected to eclipse $2T by 2030, compared to <$100B in 2023, driven by demand for convenient banking options and smartphone usage growth.
$SOFI $SQ
Many tech companies are turning to emerging markets for growth with Apple's CFO noting on the recent earnings call that revenue in India, Indonesia, Turkey and the UAE doubled YoY.
$AAPL
Read more here:
Here’s a list of the top 10 tech stocks with the highest return on assets, which measures how effectively a company utilizes its assets to generate profits.
$UI $TXN $AAPL
@ycharts
The 3D printed parts market is expected to grow at a ~15% CAGR through 2030 to over $51B, partly driven by growth in end-use parts from a 23% share to a 38% share.
$DDD $PRLB $SSYS
GitLab boosted its annual revenue and earnings forecast as the company sees more revenue growth ahead from generative AI, with a new add-on that costs $9/mo per user when billed annually.
$GTLB is up nearly 12% YTD.
GitLab boosted its annual revenue and earnings forecast as the company sees more revenue growth ahead from generative AI, with a new add-on that costs $9/mo per user when billed annually.
$GTLB is currently up +7% YTD.
Tesla is set to be a big winner from IRA credits, receiving ~4x as much this year ($1.8B) versus GM, and up to $41B through 2031, according to @Bloomberg. The credits likely will add more firepower to Tesla’s price war against burgeoning rivals. $TSLA
Here are the top 10 large cap tech stocks with the highest 3-year annualized returns – Nvidia is powering higher on the back of AI optimism, but onsemi's returns are mirroring that pace.
$NVDA $ON $SMCI
If Amazon Prime were a country, it would rank in the top 10 by population. $AMZN is looking to add mobile service for prime users as it faces competition from Walmart+ and concerns of slowing membership growth.
$WMT $VZ $T
The Nasdaq rallied for the sixth-straight week - the longest stretch since before the Covid-19 pandemic hit the U.S. Here are the YTD leaders:
$NVDA $META $TSLA $AMD
Meanwhile, digital ad spending is projected to bounce back to double-digit YoY growth rates next year through 2027 as spending is estimated to rise over $130B through the next four years.
Beth Kindig
US connected TV ad spending growth is forecast to be rocky through the next four years as total spending is estimated to drop nearly 10% overall to $56.8B.
Search is on the precipice of its first major shift in over two decades.
Alphabet CEO Sundar Pichai believes the company is “extremely well positioned, as AI reaches an inflection point.”
$GOOG $GOOGL
Read more here:
Chinese fabs are increasing purchases of domestic chipmaking equipment as geopolitical tensions mount, with nearly half of chip factories using domestic equipment, up from 35% last year and 21% in 2021.
The real-time payments market is projected to witness rapid growth at a +35.5% CAGR through 2030 to $193B, with mobile commerce and e-commerce driving growth in the P2B segment.
The US currently leads quantum tech investments, with $3.3B in total through 2022, followed closely by Canada and the UK – will China quickly catch up with $15B allocated for QT as part of its most recent five-year plan?
@McKinsey
US connected TV ad spending growth is forecast to be rocky through the next four years as total spending is estimated to drop nearly 10% overall to $56.8B.