NVIDIA, Alphabet and Amphenol all landed on Hold near two-year highs; Salesforce was the lone cheap-quality Buy and the watchlist’s biggest gainer.
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Amphenol Corporation stock analysis: revenue up 55% and an 82/100 growth score, but a 39x P/E near the two-year high keeps the model at Hold.
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FeaturedSoftwareUS Stocks
Salesforce Turns $43.9 Billion of Revenue Into $17.7 Billion of Free Cash Flow
Salesforce, Inc. stock analysis: $17.7B free cash flow and an 8.4% FCF yield at a 23x P/E put the model at Buy, with revenue growth slowing to 10.8%.
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Learn why value investors are reassessing tech leadership, using ROIC, cash flow, dilution, and capital allocation to judge management quality.
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Analyst Upgrades & DowngradesFeatured
August Sector Rotation Pushes Wall Street Beyond Mega-Cap Tech
August sector rotation broadens market leadership as analyst upgrades and institutional buying lift cyclicals, financials, energy and small caps.
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BiotechnologyUS Stocks
ACADIA Pharmaceuticals Stock Hits a 2-Year High as the Biotech Turns Consistently Profitable
ACADIA Pharmaceuticals stock analysis: ACAD hits a 2-year high on strong profitability, but a rich EV/EBITDA multiple keeps the model at Hold.
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Beam Therapeutics stock analysis: BEAM nears its 2-year high as revenue drops 94% YoY, driving the model’s signal to Sell.