Market Outlook
Disusun oleh Aries Yuangga Lululemon Athletica (NASDAQ: LULU) lagi babak belur di 2025, tapi kualitas bisnis jauh lebih bagus daripada pergerakan harganya: * Q2 2025: * Pendapatan US$2.5 miliar (miss tipis ±0,5% vs konsensus) * EPS US$3.10, beat cukup meyakinkan * Guidance FY diturunkan dari 5–7% → 2–4%
Market Outlook
Disusun oleh Aries Yuangga Roblox Corporation (NYSE: RBLX) kembali naik ke status BUY setelah: * Harga turun ±25% dari puncak >$130 ke sekitar $101 → memberi entry yang jauh lebih menarik. * Q3 2025 beat & raise besar-besaran: * Revenue +48% YoY ke $1.36B * Bookings $1.92B, +70% YoY, jauh di atas
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Suncor Energy Inc. (NYSE: SU) remains one of the cleanest long-term plays on structural oil scarcity and Canadian oil sands economics: * Q3 2025 net earnings: C$1.62B vs C$1.13B in Q2, despite only ~US$1/bbl higher WTI. * Record production: Upstream output hit ~870k bpd, +8% QoQ,
Market Outlook
Suncor Energy Inc. (NYSE: SU) tetap menjadi salah satu saham energi terbaik untuk jangka panjang, didukung oleh: * Laba Q3 2025 meningkat menjadi C$1.62B dari C$1.13B di Q2, meski harga minyak hanya naik ±US$1/barel. * Produksi rekor: Upstream mencapai ~870 ribu bpd, naik +8% QoQ. * 9M
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Cisco just printed a double beat and guided higher, reminding the market why it’s a core “value-tech” compounder: * Q1 FY26: Revenue +7.5% YoY to ~$14.9B; EPS beat; 13th straight outperformance vs. Street continues. * Mix: Networking still the engine ($7.8B, +15% YoY) as AI/datacenter build-outs lift
Market Outlook
Cisco Systems, Inc. (NASDAQ: CSCO) kembali membuktikan dirinya sebagai “value-tech compounder” setelah membukukan double beat dan memberikan panduan (guidance) yang naik: * Q1 FY26: Pendapatan +7.5% YoY ke ~$14.9B; EPS kembali mengalahkan ekspektasi → 13 kuartal berturut-turut Cisco mengalahkan konsensus. * Networking tetap mesin utama: $7.8B, tumbuh +15% YoY berkat
Market-Outlook-en
Upwork (NASDAQ: UPWK) continues to evolve as the leading global freelancing marketplace, powered by strong network effects, improving monetization, and disciplined cost control. The company’s transition from a pure gig-matching platform to an AI-enabled work ecosystem, integrating talent cloud management and generative AI tools, positions it for sustainable growth
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Kaltura (NASDAQ: KLTR) is a small-cap enterprise video platform with ~95% subscription revenue and high-70s gross margins. After a better-than-expected Q3, management outlined a path to double-digit growth and Rule of 30 by FY28, powered by the eSelf ($27M) AI avatar acquisition plus rising AI deal flow (Content Lab &
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Upwork (NASDAQ: UPWK) continues to evolve as the leading global freelancing marketplace, powered by strong network effects, improving monetization, and disciplined cost control. The company’s transition from a pure gig-matching platform to an AI-enabled work ecosystem, integrating talent cloud management and generative AI tools, positions it for sustainable growth
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Upstart Holdings, Inc. (NASDAQ: UPST) is back in focus after another sharp selloff, creating a compelling accumulation opportunity for growth-oriented investors. Despite macro headwinds and cautious guidance, UPST continues to post solid revenue growth, expanding profitability, and a structurally improving business model driven by AI-powered lending automation. * Q3 Revenue: $277M
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Appian Corporation (NASDAQ: APPN) is entering a strong rebound phase, powered by renewed confidence in AI-driven process automation and improving financial performance. Following its Q3 earnings beat, the stock surged nearly 40%, yet remains undervalued versus peers. * Q3 Revenue: $187M (+21% YoY), beating estimates of $174M (+13% YoY). * Subscription Growth:
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Duolingo, Inc. (NASDAQ: DUOL) remains the world’s top language-learning platform, delivering strong user growth, profitability, and engagement despite a 35% stock decline and post-earnings volatility. The company continues to post robust performance: daily active users (DAUs) are up 36% YoY (now >50M) and paid subscribers +34% YoY, showing