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Wednesday, 06 August 2025
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08/12
Unity Software
CEO Bromberg says, "A quarter to remember." Unity 6 and Vector 6 are expected to finally become
growth drivers
.
Super Micro Computer
Super Micro -18% - Key insights from the conference call.
Datacenter Building Block Solutions
accelerates data center construction to 18 months!
Shopify
Shopify Takes Off: With 31% Revenue Growth in Q2 to the
Big-Picture Breakout.
US Markets Fluctuating - Mixed Quarterly Results Weigh on DAX - Stride Impresses With Strong Growth - Arista Networks Surprises With Strong Quarter - AI Turbo Drives Record Revenue at Astera Labs - Shopify Presents Convincing Outlook
Stocks in Action USA:
Stride, Astera Labs, and Shopify
CryoPort
Growth in Commercial
Cell and Gene Therapies
- Analysts Upgrade Their Ratings!
Elbit Systems
260 million USD contract for
self-protection systems
of the German A400M fleet!
Uber Technologies
Uber forecasts strong bookings and announces massive
stock buyback
Hillman Solutions
Strong
Torque:
Hillman Solutions Raises Forecast After Convincing Quarter
Advanced Micro Devices
Price Decline at AMD? For Me, It's the Perfect
Entry Signal!
Arista Networks
AI Boom Drives the
Network Champion
to New Heights!
Siemens Energy
Record quarter
and historically high order backlog!
Hinge Health
Digital Clinic for Musculoskeletal Conditions Grows by 55% - Attempt to Break Out from the
IPO-Base!
Analysts' Top 5 Price Targets of August 6, 2025
DAX defends well despite weak US cues - Vonovia significantly stronger after strong results and forecast revision - Beiersdorf plummets double-digit after profit warning - Arista Networks and Astera Labs with stock skyrocketing after strong results!
Astera Labs
Astera Labs Goes from Hidden Gem to
Profit Rocket!
The AI Connectivity Star Conquers Billion-Dollar Markets!
Nuclear Power Renaissance:
How Tech Giants are Making the Nuclear Sector a Stock Market Star!
Arista Networks
“Once-in-a-Lifetime Opportunity”: Arista Networks Benefits from the
AI Revolution
Pfizer
Pfizer: Will it manage a turnaround after three years of falling share prices?
Turnaround?
Toast
Toast:
5 Reasons
to Buy After the Quarterly Results
Walt Disney
Disney and NFL Seal
historic media alliance
Pfizer
Pfizer Inc.:
More Planning Certainty
, attractive valuation and forecast clarification!
Novo-Nordisk
Wegovy Sales
strongly increased despite generic competition
Arista Networks
Arista Networks:
Leading AI Network Platform
for All Types of AI Accelerators - $10 Billion Revenue Target to be Reached in 2026!
Advanced Micro Devices
AMD in the
AI Spectacle!
Record Revenues, Strong Roadmap, and Yet a Setback for the Stock Star!
Super Micro Computer
Despite AI Fantasies: Super Micro Computer
plummets 16% after earnings
Stocks in Action USA:
Ameresco, Ardelyx, BWX
US Markets Decline – US on the Verge of China Deal and Threat Towards the EU – Further Chip and Pharma Tariff Plans Announced – Russia Strengthens India – OpenAI With New Models – AMD Under Margin Pressure – SMCI Plummets 16% – Coinbase Places $2.6 Billion Worth of Convertible Bonds – Arista Networks With Strong Figures – Snap Struggles With Advertising Issues – Opendoor Struggles With Weak Housing Market
Commentary on our rankings
Megatrend Detection
Western Digital
Storage Revolution
for the AI Era - 51% Revenue Jump
Seasonalities
Palo Alto Networks
AI Security
Becomes the Central Growth Story
Pivotal Points
Lattice Semiconductor
Price Jump
due to Strong Forecast and Edge AI - KeyBank Sees 25% Further Potential!
Seasonalities
Palo Alto Networks
Palo Alto Networks:
AI Security
Becomes the Central Growth Story
Industries and Sectors
Broadridge Financial Solutions
Broadridge Financial Solutions:
Fintech giant
excels with growth, dividend power, and AI offensive!
Nicolas-Darvas Breakouts
BridgeBio Pharma
BridgeBio in Focus:
Diversification as a Recipe for Success in the Fight Against Genetic Defects
Accumulation
TransMedics Group
TransMedics - Increasing number of [organ transplants]} leads to profit surge!
Accumulation
eBay
Ebay - Online Auction House Benefits from the
Booming Online Commerce!
Accumulation
Commvault Systems
Commvault Systems - AI Boom and
Rising Cybersecurity Spending
Drive Momentum!
Accumulation
Tyler Technologies
Tyler Technologies benefits from
increasing public sector digitalization investments
!
Accumulation
Impinj
Impinj - RFID Specialist Benefits from Rising Consumer Demand and the Megatrend IoT!
07/30
07/31
08/01
08/04
08/05
Wednesday, 06 August 2025
08/12
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