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Navellier Market Buzz with Louis Navellier

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May 27, 2026

Dell Could CRUSH Earnings Again ($DELL) #dell #earningspreview

Louis Navellier discusses Dell's upcoming earnings report, highlighting the stock's significant rise and strong analyst estimate revisions. He believes Dell is well-positioned to benefit from the data center boom and the AI revolution, despite not yet owning the stock.

1 mentions · 1 linked signals

May 27, 2026

Why Costco Could CRUSH Earnings Again ($COST) #costco #earningspreview

Louis Navellier anticipates Costco ($COST) to perform well in its upcoming earnings report, driven by its value proposition during cautious consumer spending, strong same-store sales growth, and the success of its Kirkland brand products. He notes positive analyst revisions but cautions about the magnitude of the earnings surprise last quarter.

1 mentions · 1 linked signals

May 27, 2026

3 Quantum Computing Stocks to Own Before the Boom

The creator discusses the impact of a $2 billion US government investment in quantum computing companies, highlighting IonQ as the strongest pick due to sales growth, D-Wave as a second favorite for its programming leadership, and Rigetti as the most speculative for its encryption standard ambitions. The creator also differentiates quantum computing from current robotics, noting that quantum computing is expected to be the next generation of AI around 2030.

7 mentions · 2 linked signals

May 26, 2026

Abercrombie (ANF) Could CRASH After Earnings #abercrombie #earningspreview #stocks

Louis Navellier discusses Abercrombie & Fitch (ANF) ahead of its earnings report. While acknowledging its sales growth and positive earnings surprise history, he notes concerns about slowing sales growth and declining earnings for the current quarter, along with analyst trims. He suggests waiting for the actual results and guidance before making a decision.

1 mentions · 0 linked signals

May 26, 2026

Snowflake (SNOW) Could Be Ready for a Massive Breakout #snowflake #earningspreview #stocks

Louis Navellier discusses Snowflake's upcoming earnings report, highlighting its strong history of earnings surprises and projected sales and earnings growth. He suggests that continued positive performance could lead to a significant stock price increase.

1 mentions · 0 linked signals

May 26, 2026

Salesforce (CRM) Earnings Preview | Will CRM Beat Again on AI Growth? #salesforce #earningspreview

Louis Navellier previews Salesforce's upcoming earnings, highlighting its strong history of positive surprises, expected sales and earnings growth, and recent upward analyst revisions. He notes the stock's tendency to rise following layoff announcements.

1 mentions · 0 linked signals

May 24, 2026

We Just Bought 3 AI Data Center Stocks Before They Explode

The creator discusses the AI boom, focusing on data centers and the bottlenecks in their expansion, particularly energy and chip manufacturing. He highlights specific companies like Nvidia, Micron, Seagate, Samsung, Taiwan Semiconductor, Bloom Energy, and GE Vernova, providing insights into their current market positions and future prospects. The creator expresses a bullish outlook on several AI and data center-related stocks, citing strong order backlogs and growth potential.

8 mentions · 4 linked signals

May 18, 2026

What Home Depot Earnings Really Tell Investors #homedepot

Home Depot's upcoming earnings report is discussed, with a focus on the potential impact of garden sales overshadowing contractor sales. While sales are projected to increase, earnings are expected to decline. The analyst community has maintained steady estimates, and a key factor for the stock will be its ability to continue surprising on earnings.

1 mentions · 0 linked signals

May 17, 2026

This AI Stock Could Crush Nvidia

The creator discusses the strong performance and future potential of chip stocks, particularly Nvidia, highlighting record order backlogs and accelerating sales. While acknowledging Nvidia's impressive growth and his own significant holdings, he also notes potential headwinds from the options market. He expresses a strong conviction to hold Nvidia through the end of the decade, seeing it as a potential winner in quantum computing as well.

9 mentions · 2 linked signals

May 13, 2026

4 Under-the-Radar Small Caps to Buy Before the Market Catches On

The creator discusses the current market landscape, noting the dominance of AI and tech stocks, and the potential for a rotation into other sectors like energy and tankers. They also touch on inflation data, the impact of diesel costs, and geopolitical risks affecting oil prices, while highlighting the importance of diversification and having assets that perform differently in various market conditions.

8 mentions · 2 linked signals

May 13, 2026

Cisco Reports Tomorrow — Buy or Sell? $CSCO #cisco #csco

Cisco is set to report earnings tomorrow. While enterprise spending has been weak, the company's AI and subscription transition could be a positive factor. Sales are expected to grow by 10%, with earnings up 7.9%. Despite consistent, small earnings surprises, Cisco is characterized by steady growth rather than massive surges.

1 mentions · 0 linked signals

May 11, 2026

D-Wave Won Nvidia's Quantum Contest — But Can It Deliver Tomorrow? $QBTS #stocks #qbts

Louis Navellier discusses D-Wave's upcoming earnings, noting its win in a quantum computing contest but expressing concern over declining sales forecasts and flat earnings estimates. He highlights recent performance inconsistencies and compares its growth unfavorably to competitors like IonQ and Rigetti.

1 mentions · 0 linked signals

May 10, 2026

5 Dips to Buy as the Market Hits Record Highs | ft. The Fibonacci Princess

The market is hitting record highs, but analysts are concerned about overheating and market narrowness. While some technical targets have been met, the overall earnings season is strong. The discussion touches on potential pullbacks and the importance of defining risk, with a general sentiment of staying bullish but cautious.

15 mentions · 2 linked signals

May 8, 2026

AMAT Earnings: Applied Materials Guidance Shocks Wall Street - Why Analysts Just Raised Estimates

Applied Materials (AMAT) reported strong earnings and guidance, exceeding Wall Street expectations. The company has surprised on earnings for three consecutive quarters, leading to positive analyst estimate revisions and a higher rating within the creator's system.

1 mentions · 1 linked signals

May 7, 2026

Super Micro Stock Soars: Why SMCI's 300%+ Earnings Growth & Margin Expansion Changes Everything

Louis Navellier discusses Super Micro Computer (SMCI), highlighting its recent stunning earnings growth of over 300% and sales increase of 122%. He notes that operating margins are expected to nearly double, reversing previous compression. Navellier, who is up over 500% on the stock, has no intention of selling due to the strong order backlog and sales growth, sticking with the fundamentals.

1 mentions · 0 linked signals

May 6, 2026

2 Quantum Stocks Exploded (Here's the One You DON'T Want to Miss)

The creator discusses the surge in quantum computing stocks, driven by AI enthusiasm, and highlights Nvidia's role. They also touch on GameStop's CEO interview and Michael Bur's bearish stance on Palantir, while expressing a bullish view on Palantir based on its strong financial performance and attractive forecasted P/E ratio.

12 mentions · 3 linked signals

May 6, 2026

Palantir Stock Up 84% - Why Michael Burry Is WRONG About PLTR

Louis Navellier expresses a strong disagreement with Michael Burry's bearish stance on Palantir (PLTR). Navellier highlights Palantir's record results and argues that its forecasted P/E ratio makes it an attractive investment, despite Burry's concerns about valuation and competition from Anthropic.

1 mentions · 1 linked signals

May 5, 2026

AppLovin Earnings: Best AI Ad Tech Play Still Ripping

Louis Navellier discusses AppLovin (APP) as a strong AI ad tech play, highlighting its recent performance and positive earnings revisions. He expresses a desire for the stock to continue its upward trend and squeeze short sellers, positioning it as a top AI application company alongside Palantir.

1 mentions · 1 linked signals

May 5, 2026

Howmet Aerospace: 28% Earnings Growth in Defense Boom

Louis Navellier highlights Howmet Aerospace (HWM) as a strong performer in the defense and aerospace sector. The stock is on his radar, with significant expected sales and earnings growth, a history of positive earnings surprises, and strong fundamentals in titanium expertise. He has high hopes for the stock and expects good guidance and a beat on earnings.

1 mentions · 1 linked signals

May 5, 2026

CF Industries Earnings: Fertilizer Shortage = Record Profits?

CF Industries is poised for record profits due to a global fertilizer shortage, despite potential headwinds from a Midwest drought. The company is experiencing significant sales and earnings growth, with positive revisions to earnings estimates and a strong track record of earnings surprises.

1 mentions · 1 linked signals

May 5, 2026

CVS Earnings: Can Retail Save Their Pharmacy Business?

CVS is attempting to transform its healthcare business amidst challenges from direct drug distribution and online pharmacies. While sales are projected for slight growth, earnings are expected to decline, and the author sees no significant growth to get excited about.

1 mentions · 0 linked signals

May 5, 2026

Disney Earnings: Where's The Next Big Hit Movie?

Disney's upcoming earnings report is a critical moment for the company, with analysts cutting estimates and recent earnings surprises being minimal. The creator has low expectations unless there's a significant positive surprise and strong guidance, emphasizing the need for a big hit movie.

1 mentions · 0 linked signals

May 5, 2026

Uber Earnings: Margin Compression After Q4 Disappointment

Uber's upcoming earnings report is under scrutiny due to a Q4 miss and expected sales growth deceleration. While long-term sales are climbing, margin compression and downward analyst estimate revisions suggest caution. The company's Robo taxi initiative in LA, especially with the Olympics approaching, could be a factor, but the overall outlook points to a sell recommendation.

1 mentions · 0 linked signals

May 5, 2026

Are Earnings Real This Quarter? 3 Hidden AI Stock Picks with Rob Spivey

The discussion focuses on the reliability of current earnings reports and the underlying strength of corporate performance, particularly in the context of AI-driven investments. Experts highlight the importance of proprietary accounting frameworks to cut through noise and reveal true earnings growth. Key areas of discussion include the financing strategies of hyperscalers like Oracle versus Alphabet, Microsoft, and Amazon, the significance of order backlogs for companies like GE Vernova and Bloom Energy, and the critical role of natural gas and grid infrastructure in supporting the AI data center boom. Specific stock mentions include Nvidia, Micron, EQT, PLPC, and Vicor, with analysis on their business models and market positioning.

13 mentions · 9 linked signals

May 4, 2026

The AI Stock Nobody's Watching: Vicor's Hidden Power Play

The creator highlights Vicor (VICR) as an under-the-radar AI stock due to its critical role in power management for data centers. As hyperscalers like Alphabet optimize their LLM operations and chip efficiency, Vicor's technology for stepping down high voltage power to low voltage, high amp levels is essential to prevent frying expensive chips like Nvidia's Blackwell.

4 mentions · 1 linked signals

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