Advanced Micro Devices (AMD)
Reporting earnings on May 5, AMD stock is still up 162% year to date and is a serious growth stock contender with massive forecasted earnings and a big valuation of a 76 PE. Given their 149% forecasted EPS growth over the next year and its outstanding 0.5 PEG ratio, it’s easy to see why analysts have rated a Buy on average with a +16% one year price forecast.
Despite missing the previous 3, AMD has beat its last earnings call and sports an impressive growth margin of almost 50%. We have AMD as a medium risk, high reward stock and rate it a Buy with a +40% 1 year forecast.
Applovin (APP)
Reporting earnings on May 6, Applovin stock is now down around 36% year to date with a price to earnings valuation of 38. They have beat all 4 of their last earnings calls and currently have EPS forecasts of $15.79 for Dec 2026. When extrapolated this translates to a +82% one year EPS Growth forecast which means APP stock has an outstanding 0.5 PEG ratio.
Analysts have rated Applovin as a Strong Buy with a +66% one year growth forecast, and we have it as a medium risk, high reward play with a +15% one year projection and a Strong Buy rating.
Cloudflare (NET)
Reporting earnings on May 7, Cloudflare has been beat down 25% in the past 6 months and now has a massive 27 price to sales. With revenue growth estimates of 19.6% in the next year, NET has a PSG ratio of 1.4 which isn’t that great admittedly – but their EPS has just flipped positive and it will be a better valuation ratio to use once they post another quarter of positive earnings.
Cloudflare has also beat all 4 of their last earnings calls, and if they continue to post earnings beats then that would mean their 1.4 PSG ratio is actually a lot lower because it would likely come from improved revenues; meaning their current revenue estimates aren’t high enough.
Analysts are rating NET stock a Strong Buy with a +38% one year forecast, and we have it as a medium risk, high reward stock with a Buy rating and a +12% 1 year price projection.
Affirm Holdings (AFRM)
Reporting earnings on May 8, Affirm holdings is down around 34% year to date and has a PE of 59, which would be incredibly high if it weren’t for their 111% one year EPS growth forecast – giving this a PEG ratio of just 0.5.
On top of that, AFRM has beat all 4 of their last earnings calls and their Adapt AI platform seems to be garnering some real results. They have also improved their market share in the consumer financial services sector from 1.11% to 1.19% over the last quarter.
Analysts are rating Affirm Holdings a Strong Buy with a +69% one year forecast, and we have it as a medium risk, high reward stock with a Strong Buy rating and a +39% 1 year.
Topics: AMD stock price prediction, Applovin stock review, Cloudflare stock price projection and analysis, AFRM stock analyst rating
