UiPath is emerging from a challenging fiscal 2025, with a promising restructuring and new product offering that could reignite growth. Current estimates do not reflect UiPath's potential, with management optimistic about new products but withholding guidance until next year. The new Agentic Automation & Agent Builder has received positive feedback, potentially driving significant revenue growth and ecosystem integration.

I'm raising my price target on Rubrik to $75 after the company's Q3 beat-and-raise, which produced a ~20% spike in the stock. Rubrik's large $53 billion TAM, AI growth tailwinds, and differentiated security approach support its premium valuation and continued growth potential. Q3 revenue soared 43% y/y, with subscription ARR hitting $1 billion, demonstrating robust growth and customer retention when many other software companies are struggling with closing deals.

ANA Holdings stock has lost 5.2% since my buy rating in September, showing sentiment can drive stock prices despite fundamental upside. Despite positive unit revenue trends, ANA's costs are outpacing revenue growth, squeezing margins and leading to a decline in EBITDA and operating margins. The stock remains undervalued with a 31% upside potential, but free cash flow will be pressured due to rising capital expenditures.

As 2025 approaches, investors may start to think about how they want to approach the second half of the decade. Given technological trends, stocks driven by artificial intelligence (AI) will likely continue to prosper.

Shares of SentinelOne (S 3.58%) tumbled after the company reported its fiscal third-quarter 2025 results, despite the cybersecurity company topping revenue estimates and increasing its guidance. The drop pushed the stock into negative territory for the year.

Esperion Therapeutics' stock broke out above a year-long trading range, signaling a potential sustainable breakout if support at $3.40 holds. Despite past skepticism and price fades, recent technical achievements and strategic moves, including global drug submissions, bolster the stock's outlook. The Piper Sandler Conference reinforced Esperion's growth strategy, with CEO Sheldon Koenigand CFO Ben Halladay providing encouraging news on guidance and business performance.

EPR Properties is a promising investment for passive income investors due to its well-covered dividend and strategic repositioning away from movie theaters. The trust's unique portfolio includes entertainment assets like ski resorts and wellness facilities, with a $6.9 billion valuation as of September 2024. Despite a short-term decline in funds from operations, EPR Properties maintains a high margin of safety with a 66% dividend pay-out ratio.

When chipmaker Nvidia says it's partnering with a company to produce an artificial intelligence (AI) product, it's probably something that investors should pay attention to. Considering that the majority of servers built for AI have Nvidia GPUs in them, it knows plenty about what's happening in that part of the computing space.

Over the next 25 years, $124 trillion in inheritances will be transferred, reshaping wealth distribution and offering new investment opportunities for younger generations. Three dividend growth companies on my watch list have impressive potential, enjoying strong secular growth. While these companies may not be “mainstream,” their solid business models and growth prospects make them excellent picks for long-term investors.

Investing can be complicated. There are all types of metrics and jargon to learn about, and everyone seems to have a different opinion when it comes to individual stocks.