Business services surge 33% but AI upstarts threaten incumbents like HPQ (8.2x P/E), IAC (23.9x P/E), NTAP (14.8x P/E).
AAPL nears 52-wk high at 32.7x P/E, KLAC at 31.6x, HURN at 18.8x. Momentum risk vs. growth.
AMAT +12.4%, ELAN +12.6% near highs, but sales dips loom. BK lags with 3.4% growth. Watch valuations!
CR's 6.1% sales drop & 30.7x P/E signal risk; PGNY's 4.8% growth & 11.1x P/E show caution; DASH's 20.3% order growth & 34.6x EV/EBITDA shines.
SWBI & KFRC sales slump, returns erode. VRRM shines w/ 15.7% revenue growth & 20.6% EPS growth.
SMCI surges 75.6% rev growth, 20.4x P/E; OSCR up 4.9%, 0.4x P/S. BALY lags, 1.7x EV/EBITDA.
RPD & BFAM show weak growth & returns; LNW shines with 21.4% margin & 25.9% EPS growth. Traders eye LNW's 12.1x P/E.
Sponsored