High-Growth Investments

Amer Sports, Inc.

Amer Sports, Inc. (AS) aims to be a leader in premium sports and outdoor brands. The company currently offers several iconic brands, including Arc’teryx, Salomon, Wilson, Atomic, ATEC, Armada, DeMarini, EvoShield and Peak Performance. Wilson is probably the most familiar brand to you, as its footballs and tennis rackets are used primarily in professional matches.

Demand for its products drove second-quarter sales 23% year-over-year to $1.25 billion and earnings 46% year-over-year to $0.06 per share. Analysts only expected earnings of $0.02 per share, so Amer Sports posted a whopping 200% earnings surprise.

In the wake of this huge earnings surprise, analysts have increased their third-quarter earnings estimates in the past three months. Third-quarter earnings are now forecast to jump 71.4% year-over-year to $0.24 per share, up from $0.14 per share in the same quarter a year ago. Sales are expected to rise 27.7% year-over-year to $1.73 billion.

Amer Sports is scheduled to announce third-quarter results on November 18. And given positive analyst revisions, I suspect a fifth-straight quarterly earnings surprise is likely. AS is a Moderately Aggressive buy below $38.

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.

11-8-25: Closed at 29.54. Trade pressures are down. Volumes remain bearish. The next target down is 28.57.

11-15-25: Closed at 30.37. Trade pressures are down. Volumes are neutral. The next target down is 28.28.

 

Bloom Energy Corporation

Bloom Energy Corporation (BE) was a new addition to the High-Growth Investments Buy List in the October Monthly Issue. As you may recall, Bloom Energy provides solid oxide technology to convert fuel – such as biogas, hydrogen, natural gas or a fuel blend – into electricity. Given that AI is demanding more and more power, the company’s fuel cells have been in top demand.

In fact, on Tuesday afternoon, Bloom Energy reported its fourth consecutive quarter of record revenue. Third-quarter revenue jumped 57.1% year-over-year to $519 million, crushing estimates for $426.4 million. Product and service revenue accounted for $442.9 million.

Third-quarter earnings surged to $0.15 per share, compared to a $0.01 per share loss in the third quarter of 2024. Analysts only expected earnings of $0.10 per share, so Bloom Energy posted a 50% earnings surprise.

Following the revenue and earnings beat, BE shares surged 19% on Wednesday. The stock is now up an incredible 84% since we added it to the Buy List in the October Monthly Issue. I should also add that analysts also increased fourth-quarter earnings estimates following the better-than-expected third-quarter report. BE is an Aggressive buy below $198.

SOM Technicals:

11-3-25: Opened at 132.52. Trade pressures are up but declining. Volumes are bullish.

11-8-25: Closed at 135.21. Trade pressures are down. Volumes are bullish. The next taerget down is 112.99.

11-15-25: Closed at 111.89. Trade pressures are down. Volumes are bullish after a sharp drop. The next target up is 123.75.

 

Elbit Systems Ltd.

Elbit Systems Ltd. (ESLT) is an Israeli defense contractor that offers a wide range of systems and products – air, land and naval – for defense, homeland security and commercial applications. And demand for its systems and products has driven its backlog to a robust $23.8 billion.

Elbit Systems is set to release third-quarter results on November 18. Third-quarter earnings are forecast to grow 23.5% year-over-year to $2.73 per share, and revenue is expected to rise 15.7% year-over-year to $1.99 billion.

The company has posted an earnings surprise of 18.8%, 36.4%, 24.8% and 25.7% in the past four quarters, respectively. So, given that the analyst community has increased earnings estimates over the past two months, Elbit Systems will likely post its fifth straight quarterly earnings surprise. ESLT is a Conservative buy below $511.

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.

11-8-25: Closed at 468.50. Trade pressures are down. Volumes are bullish. The next target down is 448.54.

11-15-25:  Closed at 473.03. Trade pressures are down. Volumes are neutral. The next target up is 485.05.

 

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 generates approximately 25% of the world’s total electricity.

During the third quarter, orders jumped 55% year-over-year to $14.6 billion, thanks to strong equipment sales from its Power and Electrification business. Its Electrification backlog increased by $6.6 billion.

Total third-quarter revenue rose 12% year-over-year to $9.97 billion, compared to estimates for $9.15 billion. Earnings surged to $453 billion, or $1.64 per share, up from a loss of $99 million, or a $0.35 per share loss, in the third quarter of 2024. Analysts expected earnings of $1.86 per share.

Looking forward, GE Vernova expects full-year 2025 revenue between $36 billion and $37 billion, which compares to revenue of $34.94 billion in fiscal year 2024. GEV is a Moderately Aggressive buy below $657.

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.

11-8-25: Closed at 575.13. Trade pressures are down but rising to the neutral zone. Volumes remain bearish. The next target down is 482.04.

11-15-25: Closed at 578.31. Trade pressures are down but rising.  Volumes are bullish. The next target up is 594.10.

 

Palantir Technologies, Inc.

Palantir Technologies, Inc. (PLTR) is the largest 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. The U.S. government is one of its top customers, as it helps to make the U.S. government overall more efficient, while also making the Department of Defense smarter.

The company will announce third-quarter results on Monday, November 3, after the stock market closes. Given that analysts have increased earnings estimates by 21.4% in the past three months, I expect another positive earnings surprise. Palantir Technologies has posted an earnings surprise in each of the last four quarters.

Third-quarter earnings are forecast to surge 70% year-over-year to $0.17 per share, up from $0.10 per share in the third quarter of 2024. Revenue is expected to increase 50.5% year-over-year to $1.09 billion. PLTR is a Moderately Aggressive buy below $235.

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.

11-8-25: Closed at 180.20. Trade pressures are down. Volumes remaion bearish. The next target down is 160.30.

11-15-25: Closed at 174.01. Trade pressures are down. Volumes are bearish. The next target down is 160.30.