πŸ“ˆ 11 stocks with some of the biggest upside γ…€ Even after huge runs across AI and tech, several major

Venture Capital

Venture Capital

@venture

The official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).

2,289,290 subscribers
Open in Telegram
πŸ“ˆ 11 stocks with some of the biggest upside
γ…€
Even after huge runs across AI and tech, several major stocks still trade well below consensus price targets. Nvidia, for example, has around 35% implied upside after quarterly revenue surged from $3B to $82B.
γ…€
The biggest gaps:
γ…€
πŸ–± Wingstop $WING: +85%
πŸ–± SpaceX $SPCX: +67%
πŸ–± Micron $MU: +62%
πŸ–± FICO $FICO: +44%
πŸ–± Reddit $RDDT: +41%
πŸ–± Nvidia $NVDA: +35%
πŸ–± Uber $UBER: +33%
πŸ–± Meta $META: +29%
πŸ–± Netflix $NFLX: +28%
πŸ–± Robinhood $HOOD: +27%
πŸ–± AMD $AMD: +25%
γ…€
Some of the fundamentals behind those targets are just as extreme. Micron's gross margin has gone from -33% in 2023 to 85%, Uber has swung from burning nearly $5B in free cash flow to generating more than $10B, while Reddit's FCF margin has improved from -20% to 37%.
γ…€
Price targets aren't predictions, but this is a useful watchlist of stocks where current prices still sit far below analyst expectations.

βœ”οΈ @venture
Open post in Telegram