3 Growth Stocks Won't Be This Cheap For Long (I Might Buy One)

3 Growth Stocks Won't Be This Cheap For Long (I Might Buy One)

Summary

~1.0 min read
Today's video covers several company earnings and market movements. Rubrik reported strong Q4 earnings, beating expectations with Cloud ARR up 48% and Subscription ARR up 34%. However, growth is projected to slow in fiscal '27 as accounting tailwinds disappear, though management remains conservative with guidance and expects to beat. Free cash flow is up, and stock-based compensation is decreasing. UiPath's earnings showed some improvements, with revenue up 13.5% and improving profitability, but not the "real acceleration" anticipated. Its stock initially dropped but recovered slightly. In broader market news, Meta was down 3% due to reports of delays and underperformance in its latest AI model, sparking speculation about a potential shift in strategy to reduce Capex. Nvidia, a $4.3 trillion company, continues impressive growth around 70% with strong margins, despite a stable stock price for months. Other market observations included Robinhood being down despite crypto being up, mixed performance among fintechs, and mostly green across neoclouds and semiconductors. The speaker also plans to discuss DLocal, Nu Holdings (noting its fast growth and profitability), and C Limited.