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Quality Stocks
@qualitystocks.bsky.social
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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 🟢
February 27, 2025 at 9:59 PM
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 🟢
February 24, 2025 at 9:15 PM
🏰 What are the 3 highest-moat stocks that come to mind?

Let’s see which companies get the most votes! 👇
February 23, 2025 at 10:39 AM
🎯 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 🟢
February 18, 2025 at 8:07 AM
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
February 17, 2025 at 8:01 PM
💡 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?
February 16, 2025 at 5:02 PM
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 🟢
February 13, 2025 at 4:22 PM
🎯 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
February 10, 2025 at 6:25 PM
🔍 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
February 9, 2025 at 3:36 PM
💡 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
February 8, 2025 at 12:59 PM
🚀 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%
February 8, 2025 at 10:31 AM
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 🔴
February 6, 2025 at 7:23 AM
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 🟠
February 3, 2025 at 9:20 PM
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 🟢
February 3, 2025 at 7:39 PM
🔴 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!
February 3, 2025 at 10:18 AM
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?
February 2, 2025 at 4:20 PM
💡 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% 🔴
February 1, 2025 at 8:14 AM
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 🟢
January 30, 2025 at 6:52 AM
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 🟢
January 29, 2025 at 10:47 AM
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 🟢
January 29, 2025 at 6:52 AM
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 🔴
January 28, 2025 at 1:30 PM
🔍 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
January 28, 2025 at 1:14 PM
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 🟢
January 28, 2025 at 7:52 AM
🎯 I set buying zones even during market upswings, and many tell me they’re set too low!

💡 But remember: investing requires patience. When the market drops, it often drops hard!

📅 Tomorrow, I’ll share buying zones for 50 stocks. Stay tuned!
January 27, 2025 at 12:30 PM
For now, premarket is very negative for chip / AI players

NVidia -11.1%
Super Micro Computer -10.1%
Broadcom -10.8%
AMD -5.4%
Microsoft -6.1%
Amazon -4.9%
Micron -8.7%
Vertiv -17.3%
Alphabet -4.1%
Oracle -7.2%
Meta -4.6%

New risks are being priced
January 27, 2025 at 10:37 AM