PayPal

Posted on | by Leon Hinde | Leave a Comment on PayPal

PayPal Holdings, Inc. – Common is under Algo Engine buy conditions. PayPal generated $8.4B in revenue in Q4’24, operating income was $1.5B, +2% year-over-year.

PayPal reported strong Q4 earnings, showing growth in active accounts, free cash flow, and operating income margins, and the board approved a $15B stock buyback authorization.

PayPal is trading at 14x P/E.

Guidance FY25: PayPal expects up to 10% year-over-year growth and an adjusted EPS range of $4.95-5.10 per-share.

AI technologies and datacenter buildouts

Posted on | by Leon Hinde | Leave a Comment on AI technologies and datacenter buildouts

Meta, Amazon, Alphabet and Microsoft intend to spend as much as $320 billion combined on AI technologies and datacenter buildouts in 2025. That’s up from $230 billion in 2024.

Amazon offered the most ambitious spending initiative, aiming to spend over $100 billion.

Amazon is under Algo Engine sell conditions, and we’ll examine the stock more closely following a price retracement back toward $200.

Shopify

Posted on | by Leon Hinde | Leave a Comment on Shopify

Shopify Inc. Class A Subordinate Voting is under Algo Engine buy conditions.

The Q4 2024 results showed revenue growth of 31% year-over-year to $2.81 billion, which beat consensus. The company reported a net income of $1.29 billion compared to $657 million a year ago, and adjusted net income was $458 million compared to $337 million a year ago.

P/E of 92x makes this an expensive growth stock.