🚀 Growth Stock Earnings Week – Make Your Predictions & Win Rewards!
Last week, we saw $Skyworks Solutions(SWKS)$ plunge 23% after earnings, while $Pinterest, Inc.(PINS)$ soared 19%. Growth stocks tend to be highly volatile around earnings due to their high valuations and market expectations.
This week, major growth stocks SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST are set to report their earnings—what surprises will they bring? Which stock do you believe will deliver the biggest post-earnings surge? Share your predictions in the comments!
📊 Earnings Outlook
How do you view this week’s earnings for growth stocks? Among SMCI, COIN, PANW, ROKU, APP, RDDT, and UPST, which one are you most bullish on? Which company do you think will see the biggest post-earnings rally? $SUPER MICRO COMPUTER INC(SMCI)$ $Roku Inc(ROKU)$ $Coinbase Global, Inc.(COIN)$ $Upstart Holdings, Inc.(UPST)$ $Reddit(RDDT)$ $Palo Alto Networks(PANW)$ $AppLovin Corporation(APP)$
💬 How to Participate
Comment below with your top pick and a brief explanation of why you’re bullish or bearish on it.
🎁 Rewards
📌All participants will receive 10 Tiger Coins.
📌 The most insightful or highly engaged comment will win a Tiger gift or USD 5 stock voucher
⏰ Event Duration
February 10, 2025 – February 13, 2025, 11:00 PM (ET)
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PANW：安全需求强劲，业绩稳健
Palo Alto Networks作为网络安全龙头，受益于企业数字化转型和AI算力增长带来的安全需求。其订阅收入稳定，毛利率高，过去几个季度都能超预期增长。考虑到市场对AI+安全的高期待，若财报继续超预期，股价可能获得稳健增长。
SMCI：AI服务器热潮，股价弹性最大
SMCI本轮AI行情中的明星股，股价已大涨，但AI服务器需求依然强劲。若本次财报数据超预期，尤其是订单增长强劲，市场情绪可能助推其短期暴涨。考虑到其股性较活跃，一旦数据超预期，涨幅可能领先其他成长股。
其他标的
COIN受比特币价格波动影响较大，RDDT仍处于市场验证期，ROKU广告业务复苏尚不明朗。UPST虽然前期大涨，但金融环境仍存挑战，短期回调风险较高。
综合来看，我看好PANW的稳定增长，但若要博短期最大涨幅，SMCI可能是最强的候选者。
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