$Meta Platforms, Inc.(META)$ IS THE CHEAPEST BIG TECH!PRICE TARGET: $1025POTENTIAL UPSIDE: +60% ✅"Q3 revenue up 26% was impressive. Margin decline from heavy investments may weigh short term, but I remain very bullish long term"ASSUMPTIONS:LTM Revenue: $189.458B5Y Revenue CAGR: 13%2030 Profit Margin: 39%2030 PE Ratio: 27Shares outstanding: 2.572BShares reduction: 1%/year VALUATION:Q3 2030 $META Share Price =189.458 * (1.13)^5 * 0.39 * 27 /[2.572 * (0.99)^5] = 1503$You can now choose the discount rate that you prefer, for Meta I want to use 10%. ACTUAL PRICE: $640FAIR VALUE: $9331Y PRICE TARGET: $1025POTENTIAL UPSIDE: +60%EXPECTED RETURNS: 18.6%/yearDIVIDEND YIELD: 0.3%For SG users only, Welcome to open a CBA today and enjoy access to a trading lim
$TransMedics Group, Inc.(TMDX)$ PRICE TARGET: $195 --> $216POTENTIAL UPSIDE: +76% ✅"Q3 results were impressive, insane operating leverage, 16% margins in the weakest Q of the year. The earnings are bullish, but few will get it" ASSUMPTIONS:LTM Revenue: $0.566B5Y Revenue CAGR: 23% 2030 Profit Margin: 23% --> 24%2030 PE Ratio: 40 Shares outstanding: 0.0407BShares dilution: 2%/yearVALUATION:Q3 2030 $TMDX SHARE PRICE =0.566 * (1.23)^5 * 0.24 * 40 /[0.0407 * (1.02)^5] = 340$You can now choose the discount rate that you prefer, for Transmedics I want to use 12%ACTUAL PRICE: $123FAIR VALUE: $193PRICE TARGET (1Y): $216POTENTIAL UPSIDE: +73%EXPECTED RETURNS: 22.6%/yearDIVIDEND YIELD: - For whom haven't open CBA can know more from below:🏦 Open a CBA t
$PayPal(PYPL)$ Q3 EARNINGS ARE OUT!OpenAI and PayPal Team Up to Power Instant Checkout and Agentic Commerce in ChatGPT 🚀 - Revenue +7% (+6% FXN)- TM$ +7%- GAAP EPS +30% (+12% NON-GAAP)- TPV +7%- FCF $2.3B- $1.5B Shares repurchased in Q3- Initiated a dividen program (10% payout ratio target)For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉Cash Boost Account Supports CPF/SRS Linking, Enjoy 0 Custody Fees and 0 C
MY 5 FAVORITE STOCK OPPORTUNITIES🧵(No one is paying attention to n°5) 1) $TransMedics Group, Inc.(TMDX)$ Revolutionizing organ transplants, founder-led, stellar track record, and still cheap for its growth.Natan's fair value: $174 (+48%)Stock chart for Transmedics ($TMDX) displaying current price of 117.63 USD with 104.38 or 87.77 percent gain over past five years closed at 17 October 19:42 GMT after hours at 117.50 down 0.13 or 0.11 percent line graph showing price trend from 2023 to 2025 with time periods 1D 5D 1M 6M YTD 5Y and price scale from 0 to 200 disclaimer noted.2) $Regeneron Pharmaceuticals(REGN)$ One of the best biotechs ever.The company reinvests 40% of revenue in R&D, and excluding that,
IS UP 10% IN JUST 5 DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED.
IS UP 10% IN JUST 5 DAYS AND STILL LOOKS RIDICULOUSLY UNDERVALUED.PRICE TARGET: $118POTENTIAL UPSIDE: +57% ✅ASSUMPTIONS:LTM Revenue: $32.292B5Y Revenue CAGR: 7%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 0.977BShares reduction: 5%/yearVALUATION:Q2 2030 PYPL SHARE PRICE =32.292 * (1.07)^5 * 0.16 * 18 /[0.977 * (0.95)^5] = 173$You can now choose the discount rate that you prefer, for PayPal I want to use 10%. ACTUAL PRICE: $75 FAIR VALUE: $107PRICE TARGET: $118POTENTIAL UPSIDE: +57%EXPECTED RETURNS: 18.2%/yearDIVIDEND YIELD: - What do you think about $PayPal(PYPL)$ ? Stock price chart for PayPal Holdings Inc ticker PYPL on NASDAQ displaying price movements from February 2025 to October 2025. Current price shown as 74.61 USD with 8.07
MY TOP 10 STOCKS FOR 2025🧵Since my post these stocks are up 43% on average YTD vs 13% of S&P500 🤯1) $Alibaba(BABA)$ The biggest ecommerce in the world and the leading cloud services provider in China.Natan's fair value: ~$172 (+0%)2) $TransMedics Group, Inc.(TMDX)$ Stock is up 70% YTD but remains extremely cheap vs peers.The company is innovating the transplants market and they plan to achieve 10k transplants in 2028.Natan's fair value: ~$174 (+53%)3) $Meta Platforms, Inc.(META)$ Meta is my favorite big tech at current prices trading at 26x Fwd PE.The social networks giant is spending billion of $ in Capex to build their AI data centers.In my opinion Meta wil
$Alibaba(BABA)$ PRICE TARGET: $192POTENTIAL UPSIDE: +8% ✅"Alibaba remains a decent opportunity considering the accelerating growth of Cloud business but part of the upside is clearly gone" ASSUMPTIONS:LTM Revenue: $138.995B(𝘢𝘴𝘴𝘶𝘮𝘪𝘯𝘨 𝘜𝘚𝘋/𝘊𝘕𝘠 = 𝟩.𝟤𝟢) 5Y Revenue CAGR: 9%2030 Profit Margin: 17%2030 PE Ratio: 18Shares outstanding: 2.393BShares reduction: 2%/year VALUATION:Q2 2030 $BABA SHARE PRICE =138.995 * (1.09)^5 * 0.17 * 18 /[2.393 * (0.98)^5] = $303You can now choose the discount rate that you prefer, for Alibaba I want to use 12%ACTUAL PRICE: $177FAIR VALUE: $172PRICE TARGET (1Y): $192POTENTIAL UPSIDE: 8%EXPECTED RETURNS: 11.4%/yearDIVIDEND YIELD: 0.6%Are you selling your BABA shares? An orange background with a white stylized "a" logo featuring
$PayPal(PYPL)$ IS EXTREMELY UNDERVALUED!PRICE TARGET: $118POTENTIAL UPSIDE: +74% ✅"In my view, PayPal remains very undervalued, also supported by the aggressive buyback program. Margins are improving and revenue acceleration is expected in 2026" ASSUMPTIONS:LTM Revenue: $32.292B5Y Revenue CAGR: 7%2030 Profit Margin: 16%2030 PE Ratio: 18Shares outstanding: 0.977BShares reduction: 5%/yearVALUATION:Q2 2030 $PYPL SHARE PRICE =32.292 * (1.07)^5 * 0.16 * 18 /[0.977 * (0.95)^5] = 173$You can now choose the discount rate that you prefer, for PayPal I want to use a 10%ACTUAL PRICE: $68FAIR VALUE: $107PRICE TARGET: $118POTENTIAL UPSIDE: +66%EXPECTED RETURNS: 20.5%/yearDIVIDEND YIELD: - A stock chart for PayPal Holdings Inc, ticker NASDAQ: PYPL. The chart sh
Some insights on $TransMedics Group, Inc.(TMDX)$ Italy announcement 🇮🇹🫀The chart shows the current Italian organ transplant market:4700 Transplants in 2024 growing 5% y/y, growth was totally driven by DCD (up 40% y/y). Total transplants by organ:• Kidney 2300• Liver 1700• Heart 400• Lung 200Assuming:• TMDX can capture 50% of the market by 2032• 3% growth rate for next 8 yearsThey could achieve ~3000 transplants, at $50-70K/transplant the revenue opportunity could be in the 150-200M range.A chart displaying organ transplantation activities in Italy for 2024. Bar graphs show deceased donor and living donor transplants, with totals of 4,700 transplants, including 2,300 kidney, 1,700 liver, 400 heart, and 200 lung transplants. A map of Italy highlight