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S&P 500 6,119 (+0.53%) Nasdaq 20,054 (+0.22%) Dow 44,565 (+0.92%) Bitcoin 102,745 (-1.29%) |
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1. Market Extends Winning Streak |
The S&P 500 closed at record highs, hitting a four-day winning streak on investor optimism and positive earnings. The rally puts US stocks at the most expensive level relative to bonds since the dotcom era. |
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Owning stocks without a risk premium: The S&P 500 forward earnings yield (expected profits as a percentage of stock prices) is now at 3.9%, while the yield on the 10yr U.S. Treasury bond is 4.65%. The spread between the two – the equity risk premium – is now below zero, a level last seen in 2002.
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Time in the market, not timing the market: Speaking to Fool analyst Jim Gillies about Netflix (NASDAQ:NFLX), Motley Fool Money co-host Dylan Lewis noted “The market is at historic levels, and to hear that there is earnings growth potential, that there is growth for some of these large companies, is important.”
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2. Twilio Impresses at Investor Day |
Rule Breakers rec Twilio (NYSE:TWLO) surged over 14% in Friday’s pre-market trading, following an investor day where management showcased a strong profit outlook as well as impressive preliminary Q4 results. |
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Outlook indicates sales growth of 11% versus last year ahead of market expectations of 10%: The provider of in-app communication solutions didn’t issue revenue guidance yesterday, but forecast an increase in the adjusted operating profit margin from the current 16.1% to 22-21% in 2027.
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Over 9,000 AI companies are already building on Twilio services: By expanding into new areas, including more experimental parts of AI, Twilio says it will have a total addressable market size of $158 billion by 2028.
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3. Next Up: Clean Energy Demand |
NextEra Energy (NYSE:NEE) releases Q4 results this morning. Investors will be hoping for a similar jump in profitability from last quarter, where net income rose 52%. |
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Well positioned to capitalize on growth: Shareholders will seek more of the same, particularly the promise from previous guidance that adjusted earnings per share should grow consistently through 2027. This should stem from expansion of renewable energy projects, boosting revenue.
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Power sector at inflection point: U.S. power demand is predicted to grow by 55% over the next two decades, with clean energy being seen as a sustainable solution. Investors will likely use NextEra results as a potential gauge on how clean energy as a sector is performing.
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Which company outside of today’s Magnificent Seven is a likely candidate for a similar market-driving group a decade from now? Become a member to hear what your fellow Fools are saying! |
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