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2 Nasdaq 100 Stocks with Solid Fundamentals and 1 We Turn Down

INTU Cover Image

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.

With rapid innovation comes rapid change, and StockStory is here to help you identify which Nasdaq 100 stocks are still worth your money. Keeping that in mind, here are two Nasdaq 100 stocks driving the future of tech and one that may struggle.

One Stock to Sell:

Kraft Heinz (KHC)

Market Cap: $28.7 billion

The result of a 2015 mega-merger between Kraft and Heinz, Kraft Heinz (NASDAQ: KHC) is a packaged foods giant whose products span coffee to cheese to packaged meat.

Why Should You Sell KHC?

  1. Shrinking unit sales over the past two years suggest it might have to lower prices to stimulate growth
  2. Day-to-day expenses have swelled relative to revenue over the last year as its operating margin fell by 34.6 percentage points
  3. Below-average returns on capital indicate management struggled to find compelling investment opportunities, and its shrinking returns suggest its past profit sources are losing steam

At $24.28 per share, Kraft Heinz trades at 9.8x forward P/E. To fully understand why you should be careful with KHC, check out our full research report (it’s free for active Edge members).

Two Stocks to Watch:

Intuit (INTU)

Market Cap: $184.3 billion

Originally named after its founding product "Intuitive for the first-time user," Intuit (NASDAQ: INTU) provides financial management software and services including TurboTax, QuickBooks, Credit Karma, and Mailchimp to help consumers and small businesses manage their finances.

Why Could INTU Be a Winner?

  1. Billings growth has averaged 17.8% over the last year, indicating a healthy pipeline of new contracts that should drive future revenue increases
  2. Excellent operating margin of 26.7% highlights the efficiency of its business model, and it turbocharged its profits by achieving some fixed cost leverage
  3. INTU is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders

Intuit’s stock price of $662.56 implies a valuation ratio of 8.6x forward price-to-sales. Is now a good time to buy? See for yourself in our in-depth research report, it’s free for active Edge members.

Micron (MU)

Market Cap: $321.2 billion

Founded in the basement of a Boise, Idaho dental office in 1978, Micron (NYSE: MU) is a leading provider of memory chips used in thousands of devices across mobile, data centers, industrial, consumer, and automotive markets.

Why Do We Love MU?

  1. Annual revenue growth of 61.7% over the last two years was superb and indicates its market share increased during this cycle
  2. Demand for the next 12 months is expected to accelerate above its two-year trend as Wall Street forecasts robust revenue growth of 99%
  3. Earnings per share grew by 29.2% annually over the last five years, massively outpacing its peers

Micron is trading at $286.15 per share, or 7.6x forward P/E. Is now the right time to buy? Find out in our full research report, it’s free for active Edge members.

Stocks We Like Even More

Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.

The names generating the next wave of massive growth are right here in our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today.

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