Follow-Up
Caterpillar Stock Has Outperformed the S&P 500. Its Rally May Only Be Getting Started.
The equipment manufacturer’s stock has outperformed the S&P 500 since we recommended buying it a year ago. Let it ride.
4 minute read
Our Amphenol Pick Just Hit a Rough Patch. Stick With It.
Earnings beat expectations but the stock still dropped. The thesis remains intact. Stay invested.
4 minute read
Innodata Shares Surge After Palantir Deal. Stay Bullish.
Innodata stock has gained 73% since our recommendation. This deal only helps.
2 minute read
Our Boston Scientific Pick Has Stumbled. Acquiring Penumbra Will Help the Stock.
The deal for Penumbra will pay off in the long run. Hang on to the shares.
4 minute read
Innodata Stock Is Up 65% Since Our Pick. We’re Still Bullish.
The company has found its calling curating data used to train AI models. Stay invested.
4 minute read
Technicals Point to Buying Opportunity for Former Stock Picks
Chevron, Boeing, and Colgate-Palmolive feature in this week’s column.
4 minute read
Our Uber Pick Has Had a Bumpy Ride. Stay Buckled In.
The stock is pricing in headwinds while discounting the success of its AV business.
Long Read
Phreesia Stock Has Been Crushed. We’re Standing By Our Pick.
Shares are down significantly, but the valuation and growth story remain compelling.
Long Read
Former Ideas Flash Technical Buy Signals. Revisiting 3 Stocks.
A consumer discretionary name, a media company, and an industrial.
4 minute read
Netflix Stock Is Wobbling as the Warner Bros. Takeover Saga Drags On. Buy the Dip.
Shares look a lot cheaper following a recent selloff, and they are well-positioned to rally however the takeover battle shakes out.
4 minute read
Our Twilio Stock Pick Is Up 20%. Hold On to It.
Our thesis, that Twilio can take a sizable chunk of its $100 billion market remains intact.
3 minute read
Gap Keeps Rising. Stick With It.
Twelve months after our pick, the clothing retailer looks to have turned the corner.
4 minute read
Google Has Been the AI Winner. What to Do With Alphabet Stock Now.
The company’s shares have gained 70% since Barron’s recommended them in December. They’re worth holding despite the jump.
Long Read
Schneider Electric Is a Poorly Performing AI Play. Don’t Give Up on the Stock.
Barron’s picked Schneider Electric in October 2024. Things haven’t worked out—yet.
3 minute read
Arista Networks Stock Is Down After Earnings. Stick With Our Recent Pick.
The growth story remains intact. Multiples remain compressed on a historical basis.
3 minute read
Pinterest Stock Tumbled After Earnings. How We’re Thinking About Our Pick.
Shares are down 25% since Barron’s recommended them in June.
3 minute read
Parker Hannifin Is Up More Than 20% Since our Recommendation. The Stock Is Still Cheap.
The catalysts from our bullish call remain in place.
Long Read
Nu Holdings Continues Its Ascent. Stick With It.
The stock has gained more than 13% since Barron’s highlighted it a year ago and is poised for more upside.
4 minute read
Expedia Stock Has Been a Trip. The Good Times Aren’t Over.
Expedia has outperformed the S&P 500 but catalysts for more upside remain.
4 minute read
Our On Semi Stock Pick Didn’t Pan Out. We’re Ditching the Recommendation.
The company’s link to the auto sector has pressured chip prices and crushed profit margins.
4 minute read
Our Amphenol Pick Is up 78%. Stick With It.
Sales are growing. Analysts have consistently lifted earnings estimates.
4 minute read
Our Vertiv Holdings Stock Pick Is Up 67%. Hold On for More Gains.
Big Tech accounts for the majority of revenue at the maker of power and cooling equipment.
3 minute read
This Pick Withstood the GLP-1 Challenge. Stick With the Stock.
Shares of the sleep-apnea treatment maker have gained 32% since Barron’s recommended them.
3 minute read
Vertiv Stock Is Gaining. Why Barron’s Is Sticking With Our Pick.
Shares of the maker of cooling systems for data centers have been hit by DeepSeek and tariff concerns. The risks look priced in.
3 minute read
