Timeline

Tech Giants Drive Stock Markets - Meta Surprises With Strong Revenue Growth - Microsoft Surpasses $4 Trillion Milestone - US Dollar Nears Highest Monthly Gain This Year - NVIDIA Under Investigation by Chinese Authorities - Biogen Reports Growing Revenues From Alzheimer's Drug - BMW Suffers From Tariffs and Weak Business in China

TransMedics Group

Renaissance in Organ Transplants and Convincing Europe Plans

Super Micro Computer

Vertiv and Modine provide the perfect foundation with strong growth in data center cooling. Can our model portfolio stock catch up?

EssilorLuxottica

Top beneficiary, as smart glasses with superintelligence conquer everyday life!

Robinhood Markets

From Meme Broker to Financial Super App: Robinhood increased EPS by 100% and is Building Its Global Platform with Wealthier Customers. Trade +150%!

Rolls Royce Holdings

Strong Breakout at Rolls-Royce Again: Billion Potential in Nuclear Energy and Data Centers. Defence Segment Stable at High Level

PTC

PTC Targets the 52-Week High – Bullish Chart Meets Solid Business and Acquisition Speculation

Applied Digital

Strong Quarterly Results and Progressing Growth Strategy Impress Investors. Analysts Raise Price Targets!

Stocks in Action: KION, Lufthansa, Ceconomy, Vinci, and Hensoldt.

Wingstop

Higher Royalties, Franchise Fees, and Advertising Revenues Enable Strong Quarterly Results!

Rubrik

The cybersecurity company Rubrik breaks out of the base and targets the all-time high!

NVIDIA

Nvidia between Expansion and Regulation! H20 Chip in the Landscape of Market, Power, and Distrust!

Bayerische Motoren Werke

Profit decline of 29% – Munich automaker remains committed to annual targets!

Automatic Data Processing

ADP combines stability with consistent growth – a rock in my long-term portfolio

TOP-5 Analyst Price Targets as of 07/31/25

Meta Platforms

4 Announcements fuel the Meta Stock. Is My $1,000 Price Target Too Conservative?

DAX Rises after Strong Signals from the US Technology Sector - Rolls-Royce with Double-Digit Share Price Increase Following Forecast Upgrade - META and Microsoft Report Significant Gains After Record Results - Impinj and Applied Digital Experiencing Share Fireworks After Strong Quarterly Results!

Impinj

Impinj: RFID specialist sees great opportunity in food - revenue increases by 32% quarter-over-quarter!

Robinhood Markets

Robinhood Reports impressive Quarterly Results and Outlines Future Vision

QUALCOMM

Qualcomm surpasses Forecasts and Emphasizes Growth Through Meta Smart Glasses

Meta Platforms

Meta unleashes superintelligence! Zuckerberg presents record numbers and an AI vision that changes everything!

Microsoft

Microsoft exceeds expectations: Cloud and AI drive strong final quarter

US Markets Take a Quick Breather – new Tariffs Against India, South Korea, and Brazil – Copper Prices Crash – US Economy Grows Strongly – Interest Rate Pause Continues – Meta and Microsoft Delight Their Investors – Qualcomm Exceeds Expectations – Robinhood Increases Crypto Revenues by 98% - Applied Digital by Rises 10% - Carvana Profitable - Vertiv Benefits From the AI Boom – Palo Alto Acquires CyberArk

Commentary on our rankings

Accumulation

Evotec

Active Ingredient Developer Makes Progress with Restructuring!

Accumulation

West Pharmaceutical Services

Pharmaceutical Supplier Benefits from Lag Effects in the Pharma and Biotech Sector!

Accumulation

Heidelberger Druckmaschinen

Entry into the Defense Industry Triggers Price Rally!

Nicolas-Darvas Breakouts

Ceco Environmental

How CECO Environmental Helps Companies Go Greener – and Grows in the Process

Top Growth Stocks Revenue

Carvana

[From Turnaround Case] to [Profit Champion]

Pivotal Points

Federal Signal

Manufacturer of specialty vehicles for public safety and infrastructure on record hunt – Forecast raised again after 15% revenue increase in Q2!

Industries and Sectors

D.R.Horton

D.R. Horton: Change in Interest Rates in sight? D.R. Horton positions itself for the real estate boom!

Accumulation

Las Vegas Sands

Las Vegas Sands - Casino operator benefits from gaming boom in Macau and Singapore!

Accumulation

Comfort Systems USA

Comfort Systems - Attractive Construction Boom and Cloud Surge Push Earnings Significantly!

Accumulation

Gentex

Gentex - Automotive Supplier Benefits from Recovery of Automotive Demand!

Accumulation

Globe Life

Globe Life - US Insurer continues to benefit from Price Increases and Rising Premium Revenues!

Accumulation

Nasdaq

Thursday, 31 July 2025

Renaissance in Organ Transplants and Convincing Europe Plans

Vertiv and Modine provide the perfect foundation with strong growth in data center cooling. Can our model portfolio stock catch up?

Top beneficiary, as smart glasses with superintelligence conquer everyday life!

From Meme Broker to Financial Super App: Robinhood increased EPS by 100% and is Building Its Global Platform with Wealthier Customers. Trade +150%!

Strong Breakout at Rolls-Royce Again: Billion Potential in Nuclear Energy and Data Centers. Defence Segment Stable at High Level

PTC Targets the 52-Week High – Bullish Chart Meets Solid Business and Acquisition Speculation

Strong Quarterly Results and Progressing Growth Strategy Impress Investors. Analysts Raise Price Targets!

Stocks in Action: KION, Lufthansa, Ceconomy, Vinci, and Hensoldt.

Higher Royalties, Franchise Fees, and Advertising Revenues Enable Strong Quarterly Results!

The cybersecurity company Rubrik breaks out of the base and targets the all-time high!

Nvidia between Expansion and Regulation! H20 Chip in the Landscape of Market, Power, and Distrust!

Profit decline of 29% – Munich automaker remains committed to annual targets!

ADP combines stability with consistent growth – a rock in my long-term portfolio

TOP-5 Analyst Price Targets as of 07/31/25

4 Announcements fuel the Meta Stock. Is My $1,000 Price Target Too Conservative?

DAX Rises after Strong Signals from the US Technology Sector - Rolls-Royce with Double-Digit Share Price Increase Following Forecast Upgrade - META and Microsoft Report Significant Gains After Record Results - Impinj and Applied Digital Experiencing Share Fireworks After Strong Quarterly Results!

Impinj: RFID specialist sees great opportunity in food - revenue increases by 32% quarter-over-quarter!

Robinhood Reports impressive Quarterly Results and Outlines Future Vision

Qualcomm surpasses Forecasts and Emphasizes Growth Through Meta Smart Glasses

Meta unleashes superintelligence! Zuckerberg presents record numbers and an AI vision that changes everything!

Microsoft exceeds expectations: Cloud and AI drive strong final quarter

Commentary on our rankings

Active Ingredient Developer Makes Progress with Restructuring!

Pharmaceutical Supplier Benefits from Lag Effects in the Pharma and Biotech Sector!

Entry into the Defense Industry Triggers Price Rally!

How CECO Environmental Helps Companies Go Greener – and Grows in the Process

[From Turnaround Case] to [Profit Champion]

Manufacturer of specialty vehicles for public safety and infrastructure on record hunt – Forecast raised again after 15% revenue increase in Q2!

D.R. Horton: Change in Interest Rates in sight? D.R. Horton positions itself for the real estate boom!

Las Vegas Sands - Casino operator benefits from gaming boom in Macau and Singapore!

Comfort Systems - Attractive Construction Boom and Cloud Surge Push Earnings Significantly!

Gentex - Automotive Supplier Benefits from Recovery of Automotive Demand!

Globe Life - US Insurer continues to benefit from Price Increases and Rising Premium Revenues!

Nasdaq - Stock exchange operator benefits from rising volatility!

Thursday, 31 July 2025