High-Growth Investments

Amer Sports, Inc.

Amer Sports, Inc. (AS) was a new addition to the High-Growth Investments Buy List in the September Monthly Issue. If you recall, Amer Sports aims to be a leader in premium sports and outdoor brands, as it currently offers several iconic brands, including Arc’teryx, Salomon, Wilson, Atomic, ATEC, Armada, DeMarini, EvoShield and Peak Performance.

Strong demand for the company’s brands has continued to add to its top and bottom lines. In the second quarter, revenue rose 23% year-over-year to $1.25 billion, with technical apparel revenue accounting for $509 million and outdoor performance revenue totaling $141 million.

Adjusted second-quarter earnings increased 46% year-over-year to $36 million, or $0.06 per share, which crushed analysts’ expectations for only $0.02 per share by a whopping 200%. Amer Sports has now posted four-straight quarters of positive earnings surprises – and given recent analyst revisions, the company is likely gearing up for a fifth-straight earnings surprise.

For the third quarter, the current consensus estimate calls for earnings of $0.24 per share on $1.73 billion in revenue. That represents 71.4% year-over-year earnings growth and 27.7% year-over-year earnings growth. Analysts have increased earnings estimates by 20% in the past two months. AS is a Moderately Aggressive buy below $41.

SOM Technicals:

9-26-25: Closed at 34.48. Trade pressures are down. Volumes are neutral. The next target up 35.07.

10-5-25: Closed at 34.36. Trade pressures are up. Volumes are bullish. The next target up is 38.80.

10-11-25: Closed at 30.76: Trade pressures are down. Volumes are bearish. the next target down is 28.57.

10-17-25: Closed at 30.63. Trade pressures are rising into the neutral zone. volumes are bearish. The next target down is 28.90.

 

Elbit Systems Ltd.

Elbit Systems Ltd. (ESLT) continues to earn a spot in the Top Stocks list this month, as the Israeli defense contractor continues to boast robust forecasted earnings and sales growth, as well as benefits from positive analyst revisions. The fact is that Elbit Systems has secured new contracts that have boosted its backlog to $23.8 billion. Clearly, demand for its advanced defense systems and solutions remains strong.

Third-quarter revenue is forecast to grow 15.5% year-over-year to $1.98 billion. Earnings are expected to increase 23.5% year-over-year to $2.73 per share.

Analysts have upped earnings estimates slightly in the past month, which bodes well for a fifth-straight quarterly earnings surprise. Elbit Systems has posted a positive earnings surprise of 18.8%, 36.4%, 24.8% and 25.7% in the past four quarters, respectively. ESLT is a Conservative buy below $530.

SOM Technicals:

6-27-25: Closed at 434.10. Trade pressures are up into the neutral zone. Volumes are neutral. The next target up is 444.93.

7-11-25: Closed at 447.42. Trade pressures are in the neutral zone. Volumes are bullish. The next target up is 463.46.

7-29-25: Closed at 453.83. Trade pressures are up. Volumes are bullish. The next target up is 463.46.

8-2-25: Closed at 465.01. Trade pressures are up but declining. Volumes are bullish. The next targetup is 476.04. 

8-9-25: Closed at 449.44. Trade pressures are down. Volumes are bearish. The next target down is 412.87.

8-16-25: Closed at 464.00. Trade pressures are down. Volumes are neutral. The next target down is 412.87.

8-23-25: Closed at 450.85. Trade pressures are down. Volumes are bearish. The next target down is 416.63.

8-29-25: Closed at 480.21. Trade pressures are up but declining. Volumes are neutral. The next target down is 469.43.

9-16-25: Closed at 509.92. Trade pressures are down into the neutral zone. Volumes are bullish. The next target up is 511.60.

9-20-25: Closed at 487.97. Trade pressures are up. Volumes are now neutral. The next target down is 460.24.

9-26-25: Closed at 493.57. Trade pressures are up. Volumes are neutral. The next target up is 513.04.

10-5-25: Closed at 514.99. Trade pressures are up. Volumes are bearish. The next target down is 506.68.

10-11-25: Closed at 491.47. Trade pressures are down. Volumes are bearish. Thenext target down is 479.65.

10-17-25: Closed at 480.00. Trade pressures are down. Volumes are bearish. The next target down is 479.65. resisitance at 501.00.

 

GE Vernova, Inc.

GE Vernova, Inc. (GEV) was originally part of General Electric, but it was formed when General Electric spun off its energy businesses and merged them into one entity. Today, GE Vernova operates three main divisions – power, wind and electrification – and it generates about 25% of the world’s total electricity. We added the stock to the Buy List in the September Monthly Issue.

The company’s wind and power divisions struggled in the second quarter; however, its power division saw orders increase 44% to $7.1 billion, which helped offset the declines. GE Vernova’s backlog grew to $5.2 billion. As a result, second-quarter revenue rose 11% year-over-year to $9.11 billion.

Its operating earnings grew 47% year-over-year to $770 million, or $1.86 per share, which topped analysts’ expectations for $1.50 per share by 24%.

In the wake of the second-quarter results, the analyst community increased third-quarter earnings estimates by 7% in the past three months. Third-quarter earnings are now forecast to surge to $1.70 per share, compared to a $0.04 per share loss in the same quarter a year ago. As you know, positive analyst revisions typically precede future earnings surprises. GEV is a Moderately Aggressive buy below $683.

SOM Technicals:

9-26-25: Closed at 605.17. Trade pressures are down. Volumes are bearish. The next target down is 576.55.

10-5-25: Closed at 594.99. Trade pressures are down. Volumes are bearish. The next target down is 556.63.

10-11-25: Closed at 603.21. Trade pressures are down. Volumes are bearish. The next target down is 577.08.

10-17-25: Closed at 600.00. Trade pressures are down. Volumes are bearish. The next target down is 555.63.

 

Palantir Technologies, Inc.

Palantir Technologies, Inc. (PLTR) is the biggest AI applier out there right now, as its platforms integrate, manage and secure data that’s then layered with applications for human-driven, machine-assisted analysis. And the U.S. government is one of its top customers, given that it’s helping to make the U.S. government overall more efficient, as well as making the Department of Defense smarter.

Second-quarter revenue rose 48% year-over-year to $1 billion, and adjusted earnings grew 47% year-over-year to $404.55 million, or $0.16 per share. The consensus estimate called for revenue of $939.47 million and adjusted earnings of $0.14 per share.

Looking forward to the third quarter, analysts have increased earnings estimates over the past two months. Third-quarter earnings are now expected to jump 70% year-over-year to $0.17 per share. Revenue is forecast to grow 50.5% year-over-year to $1.09 billion. PLTR is a Moderately Aggressive buy below $208.

SOM Technicals:

4-26-25: Closed at 112.70. Trade pressures are up. Volumes are bullish. The next target up is 118.66.

5-2-25: Closed at 124.28. Trade pressures are up. Volumes are bullish. The next target up is 131.06.

5-10-25: Closed at 116.72. Trade pressures are up. Volumes are neutral. The next target up down is 95.62.

5-17-25: Closed at 125.60. Trade pressures are up but declining. Volmes are bullish. The next target down is 118.67.

5-24-25: Closed at 123.31. Trade pressures are down but rising. Volumes are bearish. The next target down is 103.85.

6-1-25: Closed at 131.78. Trade pressures are up. Volumes are bullish. The next target up is 133.49.

6-7-25: Closed at 127.72. Trade pressures are down but rising. Volumes are neutral. The next target down is 105.64.

6-14-25: Closed at 137.60. Trade pressures are up but declining. Volumes are bullish. The next target up is 152.16.

6-21-25: Closed at 137.50. Trade pressures are up but declining. Volumes are neutral. The next target down is 130.04.

6-27-25: Closed at 130.74. Trade pressures are down. Volumes are bearish. The next target down is 118.58.

7-11-25: Closed at 141.95. Trade pressure are up. Volumes are bullish. The next target up is 148.22.

7-29-25: Closed at 156.24. Trade presures are up but showing some divergence. Volumes are bullish. The next target up is 162.93.

8-2-25: Closed at 155.15. Trade pressures are down. Volumes are bearish. The next target down is 146.07.

8-9-25: Closed at 188.96. Trade pressures are up. Volumes are bullish. The next target up is 200.00.

8-16-25: Closed at 177.28. Trade pressures are down. Volumes are bearish. The next target down is 160.36.

8-23-25: Closed at 158.74. Trade pressures are down but rising. Volumes are bullish. The next target up is 164.54.

8-29-25: Closed at 156.46. Trade pressures are in the neutral zone. Volumes are neutral. The next target down is 136.16.

9-16-25: Closed at 170.16. Trade pressures are up. Volumes are bullish. The next target up is 171.53.

9-20-25: Closed at 182.39. Trade pressures are up. Volumes are bullish. The next target up is 190.04.

9-26-25: Closed at 177.57. Trade pressures are down into the neutral zone. Volumes are bearish. The next target down is 171.38.

10-5-25: Closed at 173.07. Trade pressures are down. Volumes are bearish. The next target down is 165.50.

10-11-25: Closed at 175.07. Trade pressures are down. Volumes are bearish. The next target down is 165.50.

10-17-25: Closed at 178.15. Trade pressures are down. Volumes are neutral. The next target down is 165.90. A close above 184.00 would signal higher.

 

Robinhood Markets, Inc.

Robinhood Markets, Inc. (HOOD) was our third addition to the High-Growth Investments Buy List in the September Monthly Issue. The company’s platform for trading stocks grew in popularity during 2020, as it helped “empower a new generation of investors” who used their free time during the pandemic to dabble in the financial markets.

What’s interesting about Robinhood’s platform is that it also enables folks to trade all of the popular cryptocurrencies at the lowest cost on average in the U.S. So, it’s benefiting from the Trump administration’s efforts to make the U.S. a cryptocurrency trading leader.

During the second quarter, Robinhood noted that its monthly active users increased to 12.8 million – which, in turn, boosted its top and bottom lines.

Second-quarter revenue jumped 45% year-over-year to $927 million, while earnings more than doubled year-over-year to $386 million, or $0.42 per share. Adjusted earnings were $0.50 per share, which beat the consensus estimate of $0.35 per share by 42.9%.

I should add that analysts have increased third-quarter earnings estimates by 54.5% in the past two months alone. Third-quarter earnings are now forecast to soar 96.2% year-over-year to $0.51 per share, compared to $0.26 per share in the same quarter a year ago. HOOD is a Moderately Aggressive buy below $149.

SOM Technicals:

9-26-25: Closed at 121.78. Trade pressures are down. Volumes are bearish. The next target down is 113.85.

10-5-25: Closed at 148.67. Trade pressures are up. Volumes are bullish. The next target up is 183.70. A close below 139.56 signals lower.

10-11-25: Closed at 139.66. Trade pressures are down. Volumes are bearish. The net target down is 130.84.

10-17-25: Closed at 129.91. Trade pressures are down. Volumes are bearish. The next target down is 116.61.