The earnings season came and left, and many prominent companies surprised analysts Impressive revenue power Q1Despite the unpredictable tariffs, weakening the dollar and ISM comments, which suggest that Armageddon is inevitable, S&P 500 continues to go to its February record maximum. Yes, “Sale in May” is a popular investment phrase, but the companies that place large peaks and initiating rhythms will probably remain hot as summer temperatures grow. If you trade with trepidation, since the uncertainty is delayed, consider the possibility of increasing your portfolio with these winners of the season.
Meta -platforms: start a new strip
Meta platforms today
As of 6/6/2025 16:00 on the Eastern
- 52-week range
- $ 442.65
▼
$ 740.91
- Dividend yield
- 0.30%
- P/e ratio.
- 29.17
- Value is valuable
- $ 702.48
Meta Platforms Inc. NASDAQ: met Made the best impression of Joe Dimadjio at the beginning of this year, gaining 20 days of consistent success in the pleasure of both shareholders and degenerated options for players. But as soon as the strip ended, as well as the post-election bull market. META shares entered a free fall when the market turned, falling from 736 to 484 dollars a little more than two months. A The turn is carried outHowever, pulling up convincing call of 1 quarter and a new deal with Constellation Energy Corp. NASDAQ: CEG To supplement the growing needs of the company’s energy.
The metforms reported on the profit on April 30 and (as usual) exceeded expectations on both EPS and income. But the 18 percent rhythm of EPS and by 16% compared to the same period last year, the revenue growth (YOY) is released even for a typical high flyer, such as META, and the analysts were in force with an increase in the price target the next day. The shares received two additional targeted irregularities from the moment of the initial impulse of income, including one earlier this week from JPMorgan Chase, which increased to 735 US dollars with $ 675, which indicates further 8%.
Ulta Beauty: A beautiful picture for the second half of 2025
Ulta Beauty Today
As of 6/6/2025 16:00 on the Eastern
- 52-week range
- $ 309.01
▼
$ 491,98
- P/e ratio.
- 18.63
- Value is valuable
- $ 460.91
Ulta Beauty Inc. NASDAQ: ULTA There was one of the last actions with great capitalization that reported the profit in this quarter, but the numbers were waiting. ULTA shares were released last week after the company Beat EPS and income ratingsThe ULTA field also raised the upper ranges of its leadership assessments, emphasizing the growth in its aromas and skin care lines, as well as the ability to withstand any problems with the tariff from its low dependence on imports.
A significant amount of ULTA report was comparable sales growth by 2.9%, which defeated the expected indicator by 0.2%. The company raised its EPS forecasts to the range from 22.65 to 23.90 US dollars and net sales to $ 11.5 billion. USA to 11.7 billion US dollars. Despite the fact that over the past three months, profit by almost 30%, shares are still traded with 18 -fold income, which is significantly lower than the average retail sector 24. Promotions can also boast of attractive technical technologies; A Bully golden cross He formed on 50-day and 200-day sliding medium, confirming the power of the rising trend.
Netflix: heavyweight champion in the stream market
Netflix today
As of 6/6/2025 16:00 on the Eastern
- 52-week range
- $ 587.04
▼
$ 1 262.81
- P/e ratio.
- 62.61
- Value is valuable
- $ 1149.91
While Jake Paul’s fight against Mike Tyson was not enthusiastic about the audience, he noted a significant shift in streaming wars. Netflix Inc. NASDAQ: NFLX It moves in the living sports market, which is conducting transactions with several large professional leagues. Netflix now holds Exclusive broadcasting rights By Monday in the evening, the flagship of WWE, which had previously been broadcast in the cable for more than three decades. Netflix also blocked several NFL games for Christmas to compete with the NBA ABC/ESPN enchanting, and in 2027 and 2031 it will be broadcast in the following two FIFA women’s world championships.
Netflix Reports on earnings on April 17 And another knockout landed, surpassing EPS ($ 6.61 against $ 5.74) and revenue ($ 10.54 billion against $ 10.51 billion). Since the report, the shares have been updated and increased from the moment of the report, including two more this week from UBS Group and Jefferies Financial, which increased targets to $ 1450 and $ 1400. UBS quoted Records of the number of subscribers And a decrease in cable viewing as passing winds, mentioning that the two largest shows of Netflix (Squid Game and Stranger Things) have not even debuted this year.
In petitions: impressive power in an environment with a high tariff
Today
- 52-week range
- $ 34.59
▼
$ 64.05
- P/e ratio.
- 131.60
- Value is valuable
- $ 62.45
On Holdings Inc. New York: No It was reported only about the small rhythm of EPS on May 13, so why are stocks sitting in the circle of winners? Because we care more about the future than in the past, when we estimate the profit, and the company of shoes Improving the leadership In a high -quality environment, it also raises eyebrows.
Ona’s Q4 earnings In March, there was a breakthrough when EPS won by 111%, and revenue exceeded the expectation by 16%. The Q1 report was more muffled, since the EPS corresponded to expectations, but the revenue exceeded 18%, and the company grew by 43% in annual terms. The company was firmly in the crosshairs of Trump’s tariffs from -with its dependence on production in China and Vietnam. But now that the coolest tariffs were confusing, Onon Stock can shine. Of 24 analysts covering shares, 22 Buy or strong purchase ratingsWith an average price price of $ 62.45, which implies 10% growth.
Booking shares: income diverges from consumer moods
Booking today
As of 6/6/2025 16:00 on the Eastern
- 52-week range
- $ 3180.00
▼
$ 5639.70
- Dividend yield
- 0.68%
- P/e ratio.
- 32.45
- Value is valuable
- $ 5 377.33
Consumer moods have improved In May, but the examinations are still shown that people are still concerned about tariffs, prices and common economies. Of course, actions often speak louder than words, and consumers continue to spend on experience, despite prolonged macroeconomic fears. Booking Holdings Inc. NASDAQ: BKNG was one of the beneficiaries of this amazing consumer power, as evidenced Q1 earningsField
The company destroyed expectations in the quarter, having published a profit per share in the amount of $ 24.31 compared to a forecast of $ 17.57, which is almost 30%. The revenue also exceeded forecasts ($ 4.76 billion against $ 4.58 billion), and leaders raised $ 2.4 billion to $ 6.6 billion. The company also expects gross reservation will accelerate by 10% to 12% in the second quarter, Emphasizing the main force Consumer, despite the negative data of the examinations. JPMorgan Chase Raised the target price up to $ 6,000 earlier this week, having identified sustainable demand for trips and 86% of the company’s gross profit.
Before considering a meta platform, you will want to hear it.
Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their customers to buy now before the wider market wins … and the meta platforms were not on the list.
While the meta-platforms currently have a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.
View five shares here
Discover the next wave of investment capabilities with our report, 7 shares that will be magnificent in 2025. Explore companies that are ready to reproduce growth, innovation and the creation of the cost of technical giants dominant in today’s markets.
Get this free report