EVgo: Network Expansion Is Taking Shape Into 2025 (NASDAQ:EVGO)

jetcityimage Electric vehicle (EV) charging company EVgo, Inc. (NASDAQ:EVGO) announced the registration of more than 1 million customers to its fast-charging network, a move indicating growth in demand and “a 400% increase since April 2020.” EVgo went public in November 2020 and has since dropped 78.05% owing to supply concerns post-COVID, high installation costs, and…

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BJ’s Restaurants: Exceptional Cost Management, New Lean Unit Model And Brand Expansion

helen89 Introduction Before we start breaking down BJ’s (NASDAQ:BJRI) first quarter 2024 results, I would like to highlight that this is an analysis intended to place greater emphasis on short-term operational patterns. Therefore, if you are interested in a more complete analysis, which aims to closely investigate both profitability, capital structure and other factors, I…

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TAT Technologies: A Strong Buy On Aerospace And Defense Expansion (NASDAQ:TATT)

Alvin Man/iStock Editorial via Getty Images Currently, original equipment manufacturers such as Boeing (BA) and Airbus (OTCPK:EADSF) are struggling to meet demand due to significant strain on the aerospace supply chain and in Boeing’s case increased scrutiny on its production processes. As a result, demand for MRO (Maintenance, Repair and Overhaul) on in-fleet aircraft is…

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Qualcomm’s Expansion Into AI And IoT: Reasons To Consider Buying The Stock (NASDAQ:QCOM)

AutumnSkyPhotography After a considerable downdraft in QUALCOMM Incorporated‘s (NASDAQ:QCOM) stock price since the beginning of 2022 due to a declining mobile phone market, investors started waking up to its potential opportunity in generative Artificial Intelligence (“AI”) near the end of 2023. Although the company may no longer be a go-go growth stock, when investors began…

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Homebuilder Sentiment Back To Expansion

spxChrome Earlier today, the National Association of Home Builders published its March reading on homebuilder sentiment. The headline index rose back above 50 and into expansionary territory. Albeit back in expansion, the index is only at the highest level since last July, and that is well below much of the past decade’s range. The only…

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Squarespace Has Revenue Growth And Margin Expansion Drivers (Rating Upgrade) (NYSE:SQSP)

Neilson Barnard Elevator Pitch Squarespace, Inc. (NYSE:SQSP) shares are being upgraded to a Buy investment rating. I previously wrote about SQSP’s inorganic growth potential, the chances of the company becoming a takeover target, and how new business formation affects Squarespace’s prospects in my October 10, 2022 write-up. For this latest article, my attention lies with…

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Everest Group Stock: Strategic Expansion And Strong Reinsurance Tailwinds (NYSE:EG)

JHVEPhoto Investment Thesis Everest Group (NYSE:EG) is a reinsurance and primary insurance provider. EG is embarking on global expansion in the primary insurance market, attempting to capture the nearly $1 trillion in total addressable market. Additionally, the strong reinsurance market will continue to provide significant tailwinds until at least fiscal year 2025. Across the whole…

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McDonald’s: Betting On The Fastest Expansion Phase In The Company’s History (NYSE:MCD)

M. Suhail Thesis Introduction Over the past few months, I have gradually warmed up to the idea that McDonald’s stock (NYSE:MCD) deserves a “Buy” rating. Compared to my previously held “Equal-weight” thesis, which has been published in February 2023, there were two major variables that prompted my rating reassessment: Firstly, I acknowledge that rates are…

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Ganfeng Lithium: Profit Warning And Upstream Expansion Draw Attention (OTCMKTS:GNENF)

Just_Super Elevator Pitch Ganfeng Lithium Group Co., Ltd. (OTCPK:GNENF) [1772:HK] shares are assigned a Hold investment rating. I wrote about Ganfeng Lithium’s near-term woes pertaining to lithium price weakness and its vertical integration approach for the long run in my November 12, 2023 article. With the current update, I draw attention to GNENF’s recently disclosed…

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LifeMD’s 2024: Striking A Balance Between Rapid Expansion And Sustainability (LFMD)

kate_sept2004/E+ via Getty Images Investment Thesis LifeMD, Inc. (NASDAQ:LFMD) is a telehealth company that provides online healthcare services, specializing in men’s health and weight management. Recently, their prospects have gained traction on the back of their success in the GLP-1 weight management program. For now, business is clearly growing at a rapid rate and is…

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Cooper: Women Health Business Make Room For Growth; Path For Margin Expansion (NASDAQ:COO)

BlackJack3D The Cooper Companies (NASDAQ:COO) has been quite successful in their core contact lens industry, experiencing high-single-digit growth. The company has been expanding into the women’s health business, with the CooperSurgical business mix increasing from 17% a decade ago to 32% of total revenue today. I believe their strategic business expansion makes sense, and they…

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Coinbase Secures VASP License in France as It Continues Expansion in Europe

Coinbase has officially received a license in France and can offer French users trading, custody, and several other related crypto services. Major American crypto exchange Coinbase Global Inc (NASDAQ: COIN) has officially registered as a virtual asset service provider (VASP) in France. The exchange is fully permitted to handle crypto services in the countries, allowing it to…

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Carrier Global: 20x FCF; Strong Margin Expansion (NYSE:CARR)

PeopleImages Carrier Global Corporation (NYSE:CARR) announced its Q3 FY23 earnings on October 26th. The management is confident about delivering mid-single-digit organic revenue growth and a 15% adjusted EPS growth for the full year. I believe their cost control initiative is well-positioned for margin expansion in the coming years. Considering the recent market pullback, Carrier’s stock…

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Salesforce: AI Expansion Already Well Priced Into Valuation (NYSE:CRM)

JasonDoiy Salesforce (NYSE:CRM) has been among the tech giants that integrated AI into its business model, specifically within its customer relationship management software. Throughout the year, Salesforce shares have surged by approximately 57%, driven by the AI revolution emphasized by CEO and founder Marc Benioff in the company’s recent earnings call. This surge reflects the…

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FingerMotion Q3: Stock Looks Attractive With Big Data Business Expansion Plan (FNGR)

Images By Tang Ming Tung/DigitalVision via Getty Images The past decade has seen a robust evolution of technology with components such as radios, computers, and most importantly mobile phones weaving themselves into daily human lives. One company that comes to mind when I consider mobile communication and data analysis is FingerMotion, Inc. (NASDAQ:FNGR). Ever since…

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Natural Gas: Compressor Diversification And Geographic Expansion Make It A Buy (NYSE:NGS)

Pla2na/iStock via Getty Images Natural Gas Services Group, Inc. (NYSE:NGS) recently delivered double digit net sales growth, and management expects even more improvement coming. I believe that further diversification of its compressors, geographical expansion, outside the Permian Basin, and lower net leverage could bring further stock price increases. There are a number of risks coming…

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