2 February 2025

Investors had a volatile end until January, when they formed the Federal Reserve stopping the price cuts, a crowded profit season and the possibility of new definitions.

Looking at these dynamics and fluctuations in the stock market, it may be difficult for investors to choose the right shares for their governor. Tracking the recommendations of senior analysts may be useful in this regard, as they look beyond short -term noise and focus on the long -term growth capabilities of companies.

With this in mind, here are three shares that you prefer The best street positivesAccording to Tipranks, an analyst classifies a platform based on their previous performance.

Netflix

We start with the broadcast giant Netflix ((Nflx). The company recently impressed investors for better results than expected The fourth quarter of 2024Reporting about 19 million, the addition of the subscriber.

A reaction to the star Q4 printing, jpmorgan analyst Doug Animouth Repeat the confirmation of the NFLX shares rating and strengthened the target price to $ 1150 from $ 1,000, saying, “NFLX enters the new year in launching all cylinders.”

Anmuth added that Netflix is ​​gained from a very solid content menu. While the Battle of Jake Paul and Mike Tyson, Christmas Day games in the American Football Association and the second season of the “Houfa Game” were large versions of the content in the fourth quarter, the analyst noticed the company's comment that these three represent only a small percentage of the total subscribers, the additions and the additions The strong was driven by the vast content.

The analyst also highlighted that Netflix is ​​witnessing an improved participation of every individual family and encouraging their retention. In response to the company's decision to raise prices, Anmuth expects only a little decline in the United States and a few other markets, given the strong content. Looking at the future, the analyst believes that the story this year will turn more towards the advertisement, as the company is preparing to follow up on many initiatives.

In general, Anmuth is optimistic about Netflix based on revenue growth estimates of two numbers for the year 2025 and 2026, the expansion of the operating margin, its dominant location in the flow, and the expectations of multi -year high in free cash flow. 30 million net additions are now expected in 2025 compared to the previous estimate of 21 million. The analyst also increased his revenues for 2025 and 2026 by 4 % and raised his operating profit for both years by 13 %.

Anmuth is ranked 80 out of more than 9,300 analysts followed by Tipranks. His assessments were profitable 63 % of the time, achieving an average return of 20 %. Sees Netflix hedgement activity On tipranks.

Intuitive surgical

Choose the second shares this week is Intuitive surgical ((ISRGPioneer in surgery with the assistance of the mechanism and the famous surgical systems maker Da Vinci. In 2024, the company finished a strong note, with market profits. However, ISRG's total margin guidelines for 2025 were no less than expectations and indicated a contraction compared to 2024.

In response to the results, jpmorgan analyst Ruby Marcos Re -confirm purchase on ISRG shares and increase the target price to $ 675 from $ 575. The analyst pointed to the optimistic profitability of the company, and explained that the victory of the revenue was driven by the system's total and growth system.

In particular, Marcus pointed out that 174 Da Vinci 5 systems were placed in Q4 2024, before JPMorgan estimated 125.

Commenting on the expectations of 2025, Marcus stated that the total margin directions of intuitive surgery by 67 % to 68 % of the slightly late JPMorgan and the street appreciation of about 68.5 %. However, the analyst emphasized that although the total margin directions caused some concerns, he believes that the expectations are conservative, with a potential upward as shown in 2024. %, But the year then ended with a total margin of about 69 %.

In general, Marcus believes that intuitive surgery is a good position in the area of ​​soft tissue robots that grow quickly and decline. New systems and approval to use ISRG systems are expected to enter new procedures to pay future expansion.

Marcus ranks No. 683 out of more than 9300 analysts followed by Tipranks. His assessments were profitable 56 % of the time, with an average return of 11.2 %. Sees Intuitive monarchy structure On tipranks.

twilio

Finally, let's take a look at the cloud communication platform twilio ((Twlo). Goldman Sachs analyst Cash TWLO's share was upgraded to buy from Hold and increase the target price to $ 185 from $ 77 in the wake of the company's day's day and before the fourth quarter results in February.

“After several years of growth pressure and many strategic measures, we believe that Twilio now strikes a turning point in terms of narration and basics,” said Rangan.

Moreover, Rangan expects to generate free steel cash flow, supported by Twilio measures to reduce costs and efficiency measures. Ranjan added that the day of the Twlo analyst reinforced his optimistic view, thanks to the speed of the accelerating product and the going to the improved market.

The analyst believes that the improvements to the company's communications portfolio can help Twilio to expand its dominant location in the CPAAS basic market (communication platform as a service). He believes that after the strong Q3 results, there is still a high trend in Twlo's arrow, driven by the strategic procedures of the company over the past two years.

Also, Rangan sees a potential up to the estimates of revenue growth in the 2025 calendar year, given the usage trends ending in communications and new sales opportunities for products, with the support of basic platform improvements and artificial intelligence innovations.

Rangan ranks 345 out of more than 9,300 analysts followed by Tipranks. His assessments were 61 % successful, with an average return of 11.4 %. Sees Twilio stocks On tipranks.

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