To The Moon

Market conditions in China remain challenging, but Mobileye's competitive positioning outside China remains strong. Regulatory tailwinds in Europe should provide Mobileye's ADAS business with a boost in the coming years. Upside will be driven by SuperVision, Chauffeur, and Drive, with design wins needed in the coming quarters. Even a modest amount of success with more advanced products should result in strong returns for shareholders due to Mobileye's current valuation. Hiroshi Watanabe Mobileye's (NASDAQ:MBLY) share price has rebounded somewhat in recent weeks on the back of Q3 results that demonstrated further sequential growth. While Mobileye is still navigating a challenging period, wrought by delayed adoption of more advanced solution

Aurora Innovation's recent share price rebound has been driven by speculation regarding regulatory tailwinds, but the company's success hinges more on technology performance than regulations. While Aurora's business is progressing, the company is a long way away from demonstrating viability. Despite a significant cash raise in the third quarter, Aurora will likely need to raise cash again before it reaches breakeven. The size of the market means that there could be significant upside, but Aurora's large market capitalization, lack of revenue, and the long path to profitability make the stock risky. Justin Paget After a significant share price decline caused by a minor delay to its commercial launch, Aurora Innovation (NASDAQ:AUR) has reboun

Schrödinger's growth was soft in the third quarter, and the company's losses continue to grow due to investments in internal programs. Operating expenses are expected to level out going forward, though, and Schrödinger should soon return to YoY growth. Despite short-term investor skepticism, the Novartis deal and progress by partners further validate Schrödinger's approach to drug discovery. While Schrödinger is deeply undervalued and has sufficient cash to continue advancing internal programs, positive clinical data will likely be needed for the stock to rise. AnthiaCumming While Schrödinger's (NASDAQ:SDGR) growth was soft in the third quarter, and the company's losses continue to grow, progress by partners and the recently announced Nova

John Deere's revenue and profits surged in recent years due to a number of tailwinds. Falling commodity prices, high customer debt levels, and geopolitical uncertainty are likely to impact demand for machinery going forward. While Deere's margins have held up fairly well so far, declining revenue and pricing pressure could soon change this. Deere's valuation may appear reasonable, but this requires the company to maintain revenue and margins far above historical levels. Maksim Safaniuk Deere & Company (NYSE:DE) is a strong company, but it is important to recognize that a number of favorable factors have converged in recent years, driving revenue and profits significantly higher. While Deere should remain a leader in its field, the

Proto Labs' share price surged post-Q3 earnings, despite mediocre financial results and macroeconomic challenges. This was likely a result of strong cash flows, which are being deployed towards share repurchases. Traction amongst larger customers and in production cases has stalled, which is problematic given that this is where growth needs to come from. Some of this is likely due to the soft demand environment, but competition appears to be a growing problem. Liuhsihsiang Proto Labs' (NYSE:PRLB) share price moved sharply higher following the release of its third quarter earnings, despite the company reporting fairly mediocre results. I prev

ClearPoint Neuro reported strong YoY growth in Q3, but the stock reacted negatively, probably due to its high valuation and weak sequential growth. Volatile performance should be expected in the near term due to the company's size and the immaturity of growth initiatives. ClearPoint's margins are improving, and cash burn is minimal, which should ease concerns about dilution. Despite its high revenue multiple, I believe ClearPoint stock is still undervalued based on its long-term potential. imaginima/iStock via Getty Images ClearPoint Neuro (NASDAQ:CLPT) reported solid results in the third quarter, although the stock reacted negatively, which can likely be attributed to a relatively high valuation and concerns about weak QoQ growth.

Datadog's growth remains stable despite challenging macro conditions, largely due to incremental demand from AI native customers. Datadog's customer acquisition continues to moderate rate though, and the company's net retention rate remains depressed. A range of alternative data also suggests that the demand environment has begun to soften. As a result, investors need to be prepared for a material growth slowdown in Q4. Looking further ahead, Datadog retains a strong competitive position and continues to generate efficient growth. This, along with a reasonable valuation should lead to solid returns. Jonathan Kitchen Datadog’s (NASDAQ:DDOG) business continues to perform reasonably well, despite the tough demand environment, with generative

While Halliburton's international business is performing well, weakening economic conditions and a potential end to OPEC+ supply cuts are weighing on the stock. Stimulus in China and a rebound in natural gas markets are expected to provide a boost, but I tend to think that any impact on Halliburton's financials will be limited. Halliburton's valuation is now more reasonable, but there could still be significant downside if the global economy continues to slow. In particular, if onshore activity in the U.S. continues to decline, Halliburton's margins will likely come under pressure. typhoonski/iStock via Getty Images Halliburton's (NYSE:HAL) share price has been under pressure in recent months, with headwinds in the US offsetting strong perf

Globalstar's share price jumped after the announcement of a significant expansion of its partnership with Apple. Apple is providing Globalstar with capital, and the relationship should provide additional high-margin revenue in time. XCOM and Globalstar's terrestrial spectrum should also provide a substantial growth boost in the coming years. While Globalstar's valuation may appear high, once the company's constellation is fully deployed, free cash flow margins will be very high. As a result, there is probably still potential for substantial upside. Just_Super Globalstar's (NYSE:GSAT) share price has bounced significantly higher in recent days after the company announced a significant expansion of its relationship with Apple (

Materialise continues to grow on the back of its Medical segment, which is expanding at a rapid pace. Materialise's margins will continue to improve going forward, driven by a combination of revenue mix and economies of scale. The ACTech plant expansion will provide a material tailwind in 2025, although disruptions wrought by its startup are likely to negatively impact fourth quarter revenue. Despite the stock moving higher in recent weeks, Materialise remains deeply undervalued. Monty Rakusen Materialise (NASDAQ:MTLS) recorded strong results in the third quarter, primarily due to its Medical segment. This, despite a challenging demand environment and headwinds from a business model transition in the Software segment. While the soft demand