Top Stories from The Trader Times

Affirm Holdings (AFRM), a leader in the Buy Now, Pay Later (BNPL) space, saw its shares rise sharply by over 14% on Wednesday, August 28, after the company reported impressive fiscal Q4 results that significantly exceeded Wall Street expectations. These results are particularly notable in a persistently challenging economic environment in which Affirm proved its resilience and even raised its guidance....

AeroVironment has been awarded a significant contract worth $990 million from the U.S. Army, according to a Pentagon announcement on August 27. This contract provides for the development of new drone technologies specifically designed for use by infantry units. These are expected to be so-called "First-Person-View" (FPV) drones, which are capable of attacking tanks and armored vehicles from a safe...

Aecom is a mid-cap that is facing several years of growth due to infrastructure investments, such as the modernization of the water network. The stock is bullish. It is breaking out to a 52-week high! In the USA, more and more mid-caps are likely to be rediscovered with the turnaround in interest rates. One of the favorites is already Aecom (ACM), as the stock starts its advance to the 52-week...

Palo Alto Networks (PANW) is a leading cybersecurity company. Its business model is based on providing a comprehensive platform for network security, cloud security and security operations powered by AI and machine learning. The company serves a wide range of customers, including large enterprises, government agencies and educational institutions. The key growth drivers for Palo Alto Networks are the...

Workday (WDAY) is a leading provider of cloud software for enterprise management, with a strong position in over 60% of the Fortune 500 and many smaller companies. In total, it has over 10,500 customers in over 175 countries. The company offers integrated solutions for human capital management (HCM), financial management, expense management and analytics. The business model is based on a subscription-based...

Rocket Lab USA (RKLB) is currently a momentum stock. It is an aerospace company that specializes in small rockets, in particular the Electron rocket, which transports small satellites into space. These satellites are used in areas such as earth observation, communications and scientific research. Growth through commercialization and demand for satellite launches Rocket Lab's growth is driven by...

AI will facilitate a faster transition to the robotics era. It is therefore important for traders to be informed about promising robotics companies. In the field of surgical robots, Intuitive Surgical and the much smaller Procept BioRobotics (PRCT) are among the exciting companies. With its AQUABEAM robotic system, the group enables aquablation therapy, in which tissue from the prostate is removed...

The company announced on August 13 that the first US customer will use the robot-based radiation treatment system Accuray Radixact to treat cancer patients. On August 14, the company also announced new record sales and its first profit in over a year in the fourth quarter of the 2024 financial year. CEO Suzanne Winter commented on the company's results: "We have received new product approvals,...

Verbio provides the bioenergies of the future for the transport sector and for electricity production. These include biodiesel, bioethanol and 99% purified biomethane. Federal Minister of Economics Robert Habeck is striving for a comprehensive biomass package in which biogas is to play an important role in the energy system. This would increase demand for "verbiogas" and for Verbio technologies...

Attack on the 52-week high Trading in certificates, warrants and knock-out products is becoming more popular again Lang & Schwarz is a German company that specializes in the development and trading of financial products. Its business model is mainly based on trading in structured financial products, in particular leveraged products such as certificates, warrants and knock-out products....

The global market for satellite-based broadband internet is expected to exceed $50 billion by 2031 Valuation contains a lot of future potential AST SpaceMobile (ASTS) is a leader stock. It is a telecommunications company that is developing a space-based mobile network to deliver broadband services directly to standard cell phones worldwide. The company has received strategic investments...

Victoria's Secret & Co (VSCO) is a turnaround candidate. The company is active in women's underwear, loungewear, beauty products and accessories and has made a name for itself in the past. The primary target group is women between the ages of 18 and 40 who value fashion, comfort and quality. The company continues to suffer from growth concerns. Business has recently been in decline. On Wednesday...

Stock jumps with an up-gap. Is this the starting signal for a trend reversal? We had already discussed the shares of the coffee chain Starbucks (SBUX) at the beginning of the week. The company has recently really struggled to achieve sustainable growth. Medium-term plans had fizzled out. Following the further entry of an activist investor, there has just been new news at Starbucks. As of...

The shares of the US chain Starbucks suffered heavy losses following the publication of its Q2 figures. With revenue of $8.56 billion and earnings per share (EPS) of $0.68 in Q2, the company fell well short of expectations of $9.16 billion and $0.80 at the time. Starbucks also performed worse than expected in the June quarter. Revenue in the important US and Chinese markets declined, forcing the company...

Curtiss-Wright (CW) is an engineering and manufacturing company that provides technology-intensive products for the aerospace and defense markets, as well as energy and process solutions and general industry. From products for the construction and reliable operation of commercial nuclear power plants - to nuclear-powered submarines and aircraft carriers or even valves, pumps or control electronics,...

Wix(dot)com is the first port of call if you want to build up an automated online presence. It already has 273 million registered users. Wix Studio bookings are accelerating. The 17 AI assistants, which will continue to grow, are seen as a competitive advantage. Wix(dot)com is one of the most exciting companies using AI to improve its products. In Q2, growth amounted to 12% to $435.7 million...

Stride is an education service provider that specializes in virtual learning and blended learning - a combination of face-to-face and e-learning. A school-as-a-service is offered, enabling customers to provide a fully operational virtual school. AI is also used. AI helps with back-end processes such as billing and personnel management, makes it easier for teachers to create content, ideas and work,...

Hims & Hers achieved impressive financial results in the first quarter of 2024. The company reported revenue of $316 million, exceeding expectations of $301 million. Revenue growth accelerated to 52% year-on-year, an increase from 45.8% in the previous quarter. Subscriber growth and order value The number of subscribers grew by 43% YoY to 1.864m. Average order value increased 27% YoY to $121....

Tetra Tech (TTEK) is a leading provider of consulting and engineering services in the fields of environmental consulting, waste management, energy infrastructure and renewable energy, planning of infrastructure projects for roads and buildings, and disaster relief. With 100,000 projects a year in 100 countries, the company serves the US government as well as international development agencies and commercial...

IES Holding is benefiting from the expansion of data centers and reindustrialization in the USA. The third quarter was strong with 31% growth. The momentum is expected to continue - into 2025. A $200 million share buyback is providing optimism. IES Holding (IESC) provides integrated electrical and technology systems and infrastructure products and services for a variety of end markets. These...

At an event, Tesla CEO Elon Musk explained his thoughts on the future of the electric car manufacturer and the influence of AI. Investors and Teslafans can watch the interview on the YouTube channel "Tesla Owners Sillicon Valley". During the interview, Musk explained that he feels Tesla is currently in a phase similar to that of NVIDIA before it became known. Back then, the shares were not yet "crazy"...

The enterprise segment has grown by 19%. There is a high level of interest in the software for remote maintenance and AR. Customers are increasingly entering into contracts with longer terms! The margin will increase significantly from the 3rd quarter due to the reduced ManU sponsorship. Teamviewer generates strong free cash flows. The P/E25e of 13.5 is favorable. Teamviewer (A2YN90) is on the...

F5 (FFIV) claims to offer the most effective and comprehensive app and API security platform in the industry. A comprehensive product portfolio is provided via a single platform to make applications fast and reliable, regardless of the infrastructure environment in which they are operated. It offers firewalls, DDoS protection, bot defense - all the way to DNS for network traffic optimization, load...

Netflix is boosting its subscriber base with ad-supported subscriptions and live content such as sporting events and preventing more free riders. In Q2, over 8 million customers were added to 277.65 million. Live events such as tennis, golf, WWE and boxing matches make it less lucrative for customers to interrupt their subscriptions at short notice. Together with cost discipline, Netflix is...