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Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology

LGI Homes, Super Micro, Organon, Ibotta, and ManpowerGroup Stocks Trade Up, What You Need To Know

LGIH Cover Image

What Happened?

A number of stocks jumped in the afternoon session after investor sentiment improved on renewed optimism that the US-China trade conflict might be nearing a resolution. According to reports, Treasury Secretary Scott Bessent reinforced this positive outlook by describing the trade war as "unsustainable," and emphasized that a potential agreement between the two economic powers "was possible." His comments signaled to markets that both sides might be motivated to seek common ground, raising expectations for reduced tariffs and more stability across markets.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, following stocks were impacted:

Zooming In On Organon (OGN)

Organon’s shares are somewhat volatile and have had 13 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 2 months ago when the stock gained 12.5% on the news that the company reported fourth-quarter 2024 results that topped analysts' revenue and EPS expectations. While sales were flat year on year, strength in Established Brands helped offset declines in Biosimilars and Women's Health. However, the company's full-year revenue outlook came in lower than expected, reflecting headwinds from foreign exchange and the loss of exclusivity for Atozet (the second-largest product) in key markets. Overall, this quarter was decent, but not perfect.

Organon is down 24.8% since the beginning of the year, and at $11.25 per share, it is trading 51.1% below its 52-week high of $23.03 from August 2024. Investors who bought $1,000 worth of Organon’s shares at the IPO in May 2021 would now be looking at an investment worth $338.36.

Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.

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