We came across a bullish thesis on Semrush Holdings, Inc. on P14 Capital’s Substack. In this article, we will summarize the bulls’ thesis on SEMR. Semrush Holdings, Inc.'s share was trading at $7.68 as of September 2nd. SEMR’s trailing P/E was 138.64 according to Yahoo Finance. software, tehnology, laptop Photo by Danial Igdery on Unsplash Semrush (SEMR) reported mixed results in 2Q25, with the weak 3Q guide reflecting challenges expected to persist, particularly at the low end of its customer base, whi ...

We came across a bullish thesis on Super Micro Computer, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on SMCI. Super Micro Computer, Inc.'s share was trading at $40.78 as of September 2nd. SMCI’s trailing and forward P/E were 24.27 and 15.60 respectively according to Yahoo Finance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Andrey_Popov/Shutterstock.com SuperMicro (SMCI) has re-entered the buy list after a sharp pullback, which the market ...

We came across a bullish thesis on Allison Transmission Holdings, Inc. on Value investing subreddit by Live-Protection9305. In this article, we will summarize the bulls’ thesis on ALSN. Allison Transmission Holdings, Inc.'s share was trading at $87.76 as of September 2nd. ALSN’s trailing and forward P/E were 10.02 and 9.32 respectively according to Yahoo Finance. General Motors Company (GM): If It's So Bad, Why Did The Stock Move? Wonders Jim Cramer Copyright: wihtgod / 123RF Stock Photo Allison Transmi ...

We came across a bullish thesis on Amentum Holdings, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on AMTM. Amentum Holdings, Inc.'s share was trading at $24.98 as of September 2nd. AMTM’s trailing and forward P/E were 116.89 and 10.49 respectively according to Yahoo Finance. SpaceKris/Shutterstock.com Amentum Holdings (AMTM) is a recently listed U.S. government contractor that provides engineering, defense, intelligence, and cybersecurity servi ...

Stocks don't always react well to Fed interest-rate cuts. ...

We came across a bullish thesis on Arista Networks Inc. on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on ANET. Arista Networks Inc's share was trading at $135.87 as of September 2nd. ANET’s trailing and forward P/E were 53.28 and 41.32 respectively according to Yahoo Finance. Stifel Maintains Buy Rating on Lumentum, Raises Price Target to $100 Arista Networks (ANET) has delivered another strong quarter in Q2 2025, with revenues of $2.2 billion, up 30.4% ...

We came across a bullish thesis on Chemed Corporation on The Buyside Guy’s Substack by The Buyside Guy. In this article, we will summarize the bulls’ thesis on CHE. Chemed Corporation's share was trading at $464.00 as of September 2nd. CHE’s trailing and forward P/E were 23.88 and 18.48, respectively according to Yahoo Finance. 5 States with the Highest Cancer Rates Tyler Olson/Shutterstock.com Chemed Corp. (CHE), based in Ohio and publicly listed since 1971, operates two distinct businesses: VITAS, the ...

We came across a bullish thesis on GitLab Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc. 's share was trading at $47.69 as of September 2nd. GTLB’s trailing and forward P/E were 529.89 and 63.69 respectively according to Yahoo Finance. Blaize Holdings Inc. (BZAI): AI Hardware for Edge Computing Copyright: welcomia / 123RF Stock Photo GitLab (GTLB) is a leading DevSecOps platform that integrates the entire software development ...

Tradeweb Markets Inc. (NASDAQ:TW) is one of the Best NASDAQ Stocks to Buy with Huge Upside Potential. On September 8, Michael Cyprys from Morgan Stanley maintained a Hold rating on Tradeweb Markets Inc. (NASDAQ:TW) with a price target of $149. The analyst noted that he maintained a Hold rating due to the mixed operational signals from the company. He highlighted that the company’s average daily volumes for August grew by 11% year-over-year. However, this growth is slower compared to the 17% growth in July ...

Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the Best NASDAQ Stocks to Buy with Huge Upside Potential. On September 10, Travis Steed from Bank of America Securities maintained a Buy rating on Intuitive Surgical, Inc. (NASDAQ:ISRG) with a price target of $650. The analyst noted several factors supporting his bullish sentiment, including the company’s effort to grow its total addressable market, which has expanded from 1.8 million procedures in 2009 to around 8 million procedures in 2025. The analyst ex ...