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Stephanie Link, Chief investment strategist, Hightower

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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Stephanie Link, Chief investment strategist, Hightower

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BUY

Automation is in early inning, and this company is growing double digits as margins expand.

BUY

Great managers, core business is humming, same-store sales is +6%. Foot Locker turned positive comps and guided higher. Expect a fine second-half 2026.

PARTIAL SELL

They had a great quarter and raised guidance. They join the S&P today. Optical is growing 50%. Stock is up 242% over 3 months, so trim. They are right in the sweet spot.

BUY

They said that they have $960 billion in total addressable market today will reach $2.4 trillion by 2030 from data centres and grids. Super growth.

BUY

Their backlog of $200 billion will be obtained by end-2027. Last January, they said end-2028. That's how huge the data centre demand is.

BUY

Companies can't survive without their software.

STRONG BUY

It's a screaming buy, down 17% this year. Trades at 20x forward PE. Then, there's quantum computing, which has a $1.3 trillion addressable market from now to 2030. The CEO has done a great job.

RISKY

It will be volatile, down 25% from highs, but had rallied 50% from the IPO price. Set it and forget it, holding for 10-15 years. Revenues could rise 70% and double gross margins by 2030. They have a 90% market share in space, cost advantage given scale, launch costs will plunge from $14 million to $3-5 million in time. Starlink has 10 million customers, expected to top 200 million by 2030. Anthropic and Google are spending $2 billion/monthly renting AI compute.

BUY

The IPO market is about to explode, benefiting GS, which hit $1,000 a share today. Also, trading and investment banking are also doing quite well. Wealth management is a kicker. Also, the big banks continue to buy back shares.

BUY

Trades at only 15x PE and the turnaround is happening faster than expected.

BUY

She added more Netflix and is slowly adding to it. She only recently started buying it for the first time, because it was always too expensive in PE. They're not buying Warners, so their story is much simpler. There's 20% earnings growth, 12-14% revenue group as operating margins expand and resume buybacks. Trades at a not-cheap 29x forward vs. 35x historic. Is still well below highs.

BUY

After talking to tech CEOs, she doesn't believe AI will take over their business like PANW's but rather will get even more business as companies use more AI to code. Doesn't see the catalyst with PANW, but fundamentals are strong and product revenues and margins are growing. They will buy back $1 billion in shares. Trades at 10x price to sales (CRWD is at 25x). She will stick with it and will eventually buy more, though present weakness is frustrating.

PARTIAL SELL

She trimmed it, after rising 76% the past year and trading now at 29x forward PE (vs. Meta's 16x). It's vulnerable here.

BUY

Trades at 16x PE, so cheap, growing at 26% revenues and 20% earnings. Because of AI, Meta raised guidance for both numbers already. She may add at these levels.

BUY

She doesn't own it yet, but with the end of the Warners deal (NFLX pulled out), investors can now focus on their strong fundamentals.

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Stephanie Link, Chief investment strategist, Hightower

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Stock Opinions by Stephanie Link, Chief investment strategist, Hightower

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