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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
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
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
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
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
Texas Instruments $TXN Q4 24 results

Revenue $4,007M
Q4 23 $4,077M -1.7% 🔴
Est. $3,872M beat 🟢

EPS $1.30
Q4 23 $1.49 -12.7% 🔴
Est. $1.20 beat 🟢
January 23, 2025 at 9:49 PM
Intuitive Surgical $ISRG Q4 24 results

Revenue $2,413M
Q4 23 $1,928M +25.1% 🟢
Est. $2,237M beat 🟢

EPS $1.88
Q4 23 $1.69 +11.2% 🟢
Est. $1.45 beat 🟢
January 23, 2025 at 9:37 PM
Interactive Brokers $IBKR Q4 24 results

Revenue $1,387M
Q4 23 $1,139M +21.8% 🟢
Est. $1,373M beat 🟢

EPS $1.99
Q4 23 $1.48 +34.4% 🟢
Est. $1.81 beat 🟢
January 21, 2025 at 10:02 PM
Netflix $NFLX Q4 24 results

Revenue $10,247M
Q4 24 $8,833M +16.0% 🟢
Est. $10,108M beat 🟢

EPS $4.27
Q3 24 $2.11 +102% 🟢
Est. $4.20 beat 🟢
January 21, 2025 at 9:48 PM
⚠️ At approximately 589 DKK, Novo Nordisk is currently holding at a strong support level

🎯 If this support breaks, the next potential buying zone is expected to be in the 480–520 DKK range
January 17, 2025 at 12:42 PM
Unitedhealth $UNH Q4 24 results

Revenue $100.8B
Q4 23 $94.4B +6.7% 🟢
Est $101.7B miss 🔴

EPS $5.98
Q4 23 $5.83 +2.6% 🟢
Est $6.25 miss 🔴
January 16, 2025 at 1:29 PM
Taiwan Semiconductor $TSMC Q4 24 results

Revenue NT$868B
Q3 24 NT$625B +38.8% 🟢
Est. NT$856B beat 🟢

EPS NT$14.45
Q3 24 NT$9.21 +57.0% 🟢
Est. NT$14.3 beat 🟢
January 16, 2025 at 8:28 AM
Blackrock $BLK Q4 24 results

Revenue $5,677M
Q4 23 $4,631 +23% 🟢
Est. $5,580M beat 🟢

EPS $10.63
Q4 23 $9.15 +16% 🟢
Est. $11.0 miss 🔴
January 15, 2025 at 12:51 PM
The bubble pattern on Paypal $PYPL is clealy visible

Will it go up now in a straight line to find back its ATH? No way

If you missed the train, there is a clear support for a buying zone around $72-$74. It would give a 2025 PE around 15.6x
January 12, 2025 at 3:44 PM
🥊 First stock duel of the year: Accenture vs Infosys
With a whole new format!

Which one is your favorite?
January 7, 2025 at 3:14 PM
Do you think online gambling will thrive in 2025? 🎰

Online gambling = casino, betting, poker, lotteries

6 months ago, I screened and scored 25 stocks in this industry
The top 3 were
🇸🇪 Evolution $EVO
🇦🇺 Jumbo Interactive $JIN
🇸🇪 Betsson $BETS

Do you think the industry will perform well in 2025?
January 1, 2025 at 11:22 AM
🎉 361 days, 10,000 subscribers, and countless lessons learned! 🎉

Nearly a year ago, I started my newsletter to help you become better investors and understand the market. Today, 10,000 of you are part of this journey, receiving 4 posts a week packed with insights and strategies 📩
December 21, 2024 at 8:15 AM
Novo Nordisk's $NVO experimental anti-obesity drug, CagriSema, helped patients lose 22.7% of their body weight over a year, below the company's 25% expectation, causing its shares to drop and raising doubts about its blockbuster potential

Shares are down -20% 🔴 on the news
December 20, 2024 at 1:25 PM
Accenture $ACN Q1 25 results

Revenue $17,690M
Q1 24 $16,224M +9.0% 🟢
Est. $17,134M beat 🟢

EPS $3.59
Q1 24 $3.10 +15.8% 🟢
Est. $3.39 beat 🟢

Quaterly dividend $1.48 +15% YoY
December 19, 2024 at 2:18 PM