Barron’s picked Schneider Electric in October 2024. Things haven’t worked out—yet.
Follow-Up
The growth story remains intact. Multiples remain compressed on a historical basis.
Shares are down 25% since Barron’s recommended them in June.
The catalysts from our bullish call remain in place.
The stock has gained more than 13% since Barron’s highlighted it a year ago and is poised for more upside.
Expedia has outperformed the S&P 500 but catalysts for more upside remain.
The company’s link to the auto sector has pressured chip prices and crushed profit margins.
Sales are growing. Analysts have consistently lifted earnings estimates.
Big Tech accounts for the majority of revenue at the maker of power and cooling equipment.