UPDATED Mar 26, 2024
10 companies
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America.
Industry leader in search and advertising finding success in cloud services.
Trading at 28.8% below our estimate of its fair value
Earnings are forecast to grow 11.82% per year
Earnings have grown 18.5% per year over the past 5 years
No risks detected for GOOGL from our risks checks.
Microsoft Corporation develops and supports software, services, devices and solutions worldwide.
Strong performance in Azure keeping keeping the outlook positive amidst difficult conditions.
Trading at 6.2% below our estimate of its fair value
Earnings are forecast to grow 12.59% per year
Earnings have grown 16.3% per year over the past 5 years
Significant insider selling over the past 3 months
Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide.
Long-term bets in AI advertising models and VR could prove fruitful.
Trading at 12.9% below our estimate of its fair value
Earnings are forecast to grow 14.28% per year
Earnings grew by 68.5% over the past year
Significant insider selling over the past 3 months
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Investment in future growth may be short-term pain for a long-term gain.
Trading at 25.1% below our estimate of its fair value
Earnings are forecast to grow 21.96% per year
Became profitable this year
No risks detected for AMZN from our risks checks.
Visa Inc. operates as a payment technology company in the United States and internationally.
Payments processor seeing now slowdown in transaction volumes.
Earnings are forecast to grow 9.87% per year
Earnings grew by 19.1% over the past year
No risks detected for V from our risks checks.
Booking Holdings Inc., together with its subsidiaries, provides online and traditional travel and restaurant reservations and related services in the United States, the Netherlands, and internationally.
Strong booking growth in 2022 and promising outlook for early 2023 bodes well.
Trading at 27.4% below our estimate of its fair value
Earnings are forecast to grow 13.54% per year
Earnings grew by 40.3% over the past year
Significant insider selling over the past 3 months
Has a high level of debt
Salesforce, Inc. provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide.
B2B tech giant securing lucrative enterprise contracts.
Trading at 25.7% below our estimate of its fair value
Earnings are forecast to grow 18.65% per year
Earnings grew by 1888.5% over the past year
Significant insider selling over the past 3 months
Large one-off items impacting financial results
PayPal Holdings, Inc. operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide.
Online payments processor seeing continued transaction growth.
Trading at 36.4% below our estimate of its fair value
Earnings are forecast to grow 2.55% per year
Earnings grew by 75.5% over the past year
No risks detected for PYPL from our risks checks.
Entertainment conglomerate finding success in the streaming segment.
Earnings are forecast to grow 25% per year
Large one-off items impacting financial results
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products worldwide.
Computer memory and data company innovating in the face of declining consumer demand.
Earnings are forecast to grow 79.87% per year
Significant insider selling over the past 3 months
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