To The Moon

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

Summary While C3.ai's growth continues to accelerate, the company's performance could be considered disappointing given the amount of spend flowing into AI at the moment. Pilot growth remains strong, which could be an indicator of future growth. It is currently unclear how pilots will impact future revenue, though. C3.ai's valuation may appear reasonable given the company's growth rate, but customer concentration remains an issue, as are losses/dilution. Just_Super C3.ai's (NYSE:AI) business continues to accelerate due to some combination of robust market demand for AI solutions and the company's maturing business model transition. While this is positive, C3.ai's growth is fairly modest given its size and the strength

Summary Zillow Group, Inc. continues to improve the monetization of its traffic, allowing it to return to solid growth, even with an extremely weak housing market. Zillow is well-positioned, as its control of potential buyers/renters and expanding product portfolio should lead to a greater share of transactions and increased revenue per transaction. While potential economic weakness is a concern for most companies currently, the possibility of lower rates means that Zillow is better positioned than most. Investors have been willing to look through Zillow's recent weakness, though, meaning a return to growth and profitability is already largely priced in. Martin Barraud Zillow Group, Inc.'s (NASDAQ:Z) recent financial performance has been stro

Summary Palantir's Q2 results were strong across the board, with the company's government and US commercial businesses both areas of particular strength. The company's ability to land 7-figure deals in a matter of weeks is indicative of an extremely robust demand environment. Despite its impressive recent financial performance, I believe Palantir's valuation makes it overly risky, particularly given the precarious state of the economy. While I think that Palantir offers a poor risk/reward ratio at current prices, its valuation probably won't matter while it can continue to beat and raise guidance. hapabapa Palantir Technologies Inc.'s (NYSE:PLTR) Q2 results showed an ongoing acceleration across a range of metrics. Deal volumes rebounded st

Summary Roblox has returned to solid growth, but this is temporarily exaggerating the strength of its cash flows. High costs and uncertain profitability remain concerns, although AI and advertising are potential long-term solutions. While the burden of trust and safety expenses is declining, it is unclear how Roblox's advertising business is progressing. Roblox's valuation remains relatively high if the company is unable to alter the trajectory of its margins. JasonDoiy Roblox Corporation's (NYSE:RBLX) business continued to rebound in the second quarter, with revenue growth and cash flow areas of particular strength. While this is positive, Roblox's cost structure is problematic, and it is not clear if or when this will be resolved. AI-ena

Summary 3D Systems reported weak results in Q1 but returned to sequential growth in the second quarter and now appears to be more optimistic about its near-term prospects. 3D Systems expects to be profitable on an adjusted EBITDA basis in the fourth quarter on the back of revenue growth and cost-cutting efforts. 3D Systems' valuation is now fairly modest, which could result in solid returns if the company can meet its guidance. Industry dynamics remain tough, though, and I continue to think that there are better ways to capitalize on additive manufacturing than hardware companies. simonkr After significant reporting delays, 3D Systems (NYSE:DDD) has now released its first half results for 2024. While Q1 results were extremely poor, the comp