TenbaggerExplorer

⚡️The clean energy transition is rewriting America’s power grid—AI, EVs, and renewables are driving historic infrastructure upgrades.


🔹 MYR Group ($MYRG) isn’t just an electrical contractor—it’s becoming a critical execution partner for data centers, clean energy projects, and grid modernization.



👀 Why This Stock?
1️⃣ Positioned at the center of U.S. grid modernization & renewable integration
2️⃣ Dual-segment model (T&D + C&I) with recurring MSA contracts from major utilities
3️⃣ Solid financial base: $2.6B backlog, steady EBITDA, low leverage for growth



📎 If you’re betting on the future of electrification and energy infrastructure, $MYRG deserves a spot on your watchlist.



tenbaggerexplorer.com/myr-group-stock-analysis/



#CleanEnergy #Infrastructure #LongTermInvesting #USstocks #RenewableEnergy #AI

4 months ago | [YT] | 0

TenbaggerExplorer

🚀 The AI arms race isn’t just about algorithms—it’s about infrastructure. And the winners will own the power behind the models.

🔹 Meet $IREN: a former Bitcoin miner turning into a green, high-margin AI infrastructure powerhouse.
From 0 to 50 EH/s, and now pivoting to power NVIDIA-grade supercomputing with 100% renewable energy.

👀 Why This Stock?
1️⃣ Riding the AI & HPC wave with 2.9GW of power capacity and data centers in North America
2️⃣ Fully vertically integrated—owns land, power, and hardware across AI + crypto operations
3️⃣ Turned profitable in FY25 with 97% margins on AI compute & $910M FY26 revenue forecast

📎 If you're looking for a long-term pick at the intersection of AI, energy, and infrastructure—$IREN deserves a deeper dive.

tenbaggerexplorer.com/iren-ai-bitcoin-infrastructu…


#AIInfrastructure #BitcoinMining #LongTermInvesting #GreenEnergy #DataCenters #USstocks

4 months ago | [YT] | 0

TenbaggerExplorer

🚨 The future of public safety is being built—digitally, in the cloud, and powered by AI.

🔹 Axon Enterprise ($AXON) isn’t just the maker of TASERs.
It’s evolving into a full-scale public safety technology platform: bodycams, drones, evidence management, and AI-driven reporting.

👀 Why This Stock?
1️⃣ Structural demand tailwinds: resilient public safety budgets & rising security needs
2️⃣ Integrated ecosystem: TASER, bodycams, drones, and cloud SaaS — creating powerful customer lock-in
3️⃣ Financial strength: 30%+ revenue growth, ARR $1.2B, EBITDA margins ~25%

📎 If you believe the future of safety is digital and recurring, $AXON deserves a spot on your watchlist.

tenbaggerexplorer.com/axon-enterprise-stock-analys…

#PublicSafety #AI #SaaS #GrowthStocks #LongTermInvesting #AXON

5 months ago (edited) | [YT] | 0

TenbaggerExplorer

📌 MercadoLibre (MELI) | Q2 2025 Earnings Summary

[One-Line Overview]
→ Strong growth in e-commerce and fintech centered in Brazil and Mexico continued, but aggressive investments led to a decline in profitability, causing EPS to miss market expectations.



Key Metrics Summary



Revenue: $679M (YoY +33.9%, beat estimates by +4.1%)

Net Income: $523M (YoY -1.5%, missed estimates by -12.2%)

EPS: $10.31 (missed estimate of $12.01 by -14.15%)

Adjusted EBITDA: $1.02B (missed estimates by -3.8%)

Operating Margin: 12.2% (down 1.4 percentage points YoY)

Gross Margin: 45.6% (down 1.1 percentage points YoY)

Operating Cash Flow: approximately $2.6B

Cash and Cash Equivalents: $1.38B (+109% YoY)



✅ Strong growth in fintech and advertising segments; strengthened competitive edge through in-house logistics and payments ecosystem
📉 Investment in free shipping in Brazil and expansion of credit services weighed on margins
📊 Structural growth continues through dual-platform model (commerce + fintech), though short-term profitability is under pressure

tenbaggerexplorer.com/meli-q2-2025-earnings/



#MercadoLibre #MELI #EarningsSummary #FintechGrowth #BrazilCommerce #USStocks #LongTermInvesting #TenbaggerExplorer

5 months ago | [YT] | 0

TenbaggerExplorer

🚨 Traditional banking is being unbundled—and rebuilt into all-in-one fintech superapps.

🔹 $SOFI isn’t just a lender anymore


It’s becoming a vertically integrated digital bank, investment platform, and fintech infrastructure provider—all in one ecosystem.



👀 Why This Stock?
1️⃣ Tailwind: Rising demand for mobile-first, personalized finance in a post-branch world
2️⃣ Platform Power: Combines consumer products + B2B tech (Galileo & Technisys)
3️⃣ Financial Proof: Turned GAAP-profitable in 2024, growing revenue at 30%+ CAGR



📎 If you're investing in the next-gen bank that could rival traditional giants, $SOFI might be worth a spot on your watchlist.



tenbaggerexplorer.com/sofi-stock-fintech-investmen…



#Fintech #LongTermInvesting #DigitalBanking #StockMarket #GrowthStocks #SOFI

5 months ago | [YT] | 0

TenbaggerExplorer

📌 Cloudflare (NET) | Q2 2025 Earnings Summary

[One-Sentence Overview]
→ Cloudflare reaffirmed its strong growth trajectory, beating market expectations on both revenue and EPS, driven by rising demand for AI- and API-centric solutions and growing contributions from large enterprise customers.

Key Metrics Summary
Revenue: $512.3M (YoY +28%, Beat estimate by +2.2%)

Non-GAAP Net Income: $75.1M (YoY +8.1%)

Non-GAAP EPS: $0.21 (YoY +5.0%, Beat estimate by +16.7%)

Adjusted EBITDA: $72.3M (YoY +26.9%, Beat estimate by +14.1%)

Non-GAAP Gross Margin: 76.3% (Down 2.7 percentage points YoY)

Cash and Cash Equivalents: $4.0B (YoY +22%)

RPO (Remaining Performance Obligations): $1.977B (YoY +39%)

✅ Strong demand for high-value SaaS solutions driven by AI and API security, alongside increased revenue share from large enterprise clients, fueled top-line growth.

📉 Continued GAAP losses and rising margin pressures from expanded network investments pose potential medium- to long-term risks.

📊 Structural growth remains solid, underpinned by the expansion of the Workers platform, high customer retention, and global demand for API security.

Looking for the full earnings report on $NET?
tenbaggerexplorer.com/cloudflare-net-2q25-earnings…


#Cloudflare #NET #EarningsSummary #AISecurity #CloudComputing #Serverless #APISecurity #USStocks #LongTermInvestment #2Q25 #EnterpriseGrowth #RPO #SubscriptionModel #SaaS

5 months ago | [YT] | 0

TenbaggerExplorer

📌 MYR Group (MYRG) | Q2 2025 Earnings Summary

[One-Sentence Overview]
→ Amid rising demand for power grid upgrades, clean energy, and data centers, MYR Group delivered an earnings surprise with improved profitability and cash flow across all segments.

Key Metrics Summary
Revenue: $900.3M (YoY +8.6%, Beat estimates by +6–8.7%)

Net Income: $26.5M (Turned positive from -$15.3M YoY)

EPS: $1.70 (Turned positive from -$0.91 YoY, Beat estimates by +8.9–15.3%)

Adjusted EBITDA: $55.6M (Positive turnaround YoY, Beat estimates by +7%)

Operating Margin: 4.4% (Significant improvement from -2.6% YoY)

Free Cash Flow: $11.6M (YoY +365%)

Backlog: $2.64B (YoY +3.8%)

✅ Both core segments—T&D (Transmission & Distribution) and C&I (Commercial & Industrial)—saw simultaneous growth in revenue and margins, driven by accelerating demand for grid modernization, AI infrastructure, and data centers.

📉 Rising labor costs and variability in project timelines remain mid-term risks to profitability.

📊 With increased investment in North American power infrastructure, MYR Group is also enhancing shareholder value through new Master Service Agreements (MSAs) and share repurchase initiatives.

Looking for the full earnings report on $MYRG?
tenbaggerexplorer.com/myrg-2q25-earnings/

#MYRG #EarningsSummary #PowerGrid #DataCenters #AIInfrastructure #CleanEnergy #USStocks #LongTermInvestment #2Q25 #InfrastructureSpending #TransmissionDistribution #CI #UtilitiesStock #MasterServiceAgreements

5 months ago | [YT] | 0

TenbaggerExplorer

📌 VSE Corporation (VSEC) | Q2 2025 Earnings Summary

[One-Sentence Overview]
→ VSE delivered a strong earnings surprise across all key metrics, as its strategic shift toward the aviation aftermarket began to bear significant fruit.

Key Metrics Summary
Revenue: $272.1M (YoY +41.1%, Beat estimate by +2.6%)

GAAP Net Income: $13.6M (YoY NM*)

GAAP EPS: $0.66 (YoY NM*)

Adjusted Net Income (Non-GAAP): $20.1M (YoY +149.1%)

Adjusted EPS (Non-GAAP): $0.97 (YoY +106.4%, Beat estimate of $0.70–0.75 by +29.3%)

Adjusted EBITDA: $43.5M (YoY +51.9%, Beat estimate by +11.4%)

EBITDA Margin: 16.0% (YoY improvement of +150bps)

Free Cash Flow: $6.3M (Returned to positive)

*NM: Not Meaningful (due to negative base period)

✅ The company’s focused strategy on its aviation segment is now delivering tangible results, with simultaneous growth in distribution and MRO (Maintenance, Repair & Overhaul) driving stronger profitability.

📉 However, following the divestiture of its Fleet segment, the company’s portfolio is now more narrowly focused, increasing its exposure to cyclical fluctuations within the aviation industry.

📊 With its full transformation into a pure-play aviation aftermarket operator now complete, VSE is positioned for structural growth supported by OEM partnerships and strategic M&A initiatives.

Looking for the full earnings report on VSEC?
tenbaggerexplorer.com/vse-2q25-earnings/


#VSEC #EarningsSummary #AviationMRO #USStocks #EarningsSurprise #LongTermInvestment #AviationAftermarket #VSECorporation #2Q25 #AircraftMaintenance

5 months ago | [YT] | 0

TenbaggerExplorer

📌 Fair Isaac Corporation (FICO) | Q3 2025 Earnings Summary
[One-line Overview]
→ FICO delivered a strong earnings surprise across all key metrics, fueled by explosive growth in its Score segment, record-high cash flow, and expanded share repurchases.

Key Metrics
Revenue: $536.4M (YoY +20%, 3.4–4% above estimates)

Non-GAAP Net Income: $210.6M (YoY +35%)
GAAP Net Income: $181.8M (YoY +44%)

Adjusted EPS: $8.57 (YoY +37%, 10.9–11.6% above estimates)

GAAP EPS: $7.40 (YoY +47%)

Adjusted EBITDA: $312.3M (YoY +32%)

Gross Margin: 80.8% (significant YoY improvement)

Operating Cash Flow: $276.2M (YoY +34%)

Share Repurchases: $105M executed (largest quarterly amount to date)

✅ The Score segment led performance with a 42% surge in B2B revenue, driven by structural demand in mortgage and auto loan credit scoring.
📉 Potential risks include loan volume contraction due to interest rate fluctuations and economic slowdown.
📊 Accelerated AI and cloud transition, along with a strong focus on shareholder returns through cash flow, continue to support long-term value creation.

Looking for the full earnings report on FICO?
tenbaggerexplorer.com/fico-q3-2025-earnings/

#FICO #FairIsaac #EarningsSummary #CreditScoring #AIFintech #USStocks #LongTermInvesting

5 months ago | [YT] | 0

TenbaggerExplorer

📌 Tradeweb (TW) | Q2 2025 Earnings Summary
[One-line Overview]
→ Tradeweb delivered record-high quarterly results, slightly beating market expectations, driven by broad-based growth across asset classes and accelerating adoption of electronic trading.

Key Metrics
Revenue: $513M (YoY +26.7%, above estimates)

Net Income: $175.5M (YoY +28.7%)
EPS (GAAP): $0.71 (YoY +29.1%, 1.4% above estimates)

Adjusted EPS: $0.87 (YoY +24.3%, 1.2% above estimates)

Adjusted EBITDA: $277.9M (YoY +28.3%)

EBITDA Margin: 54.2% (improved by 0.7 percentage points YoY)

International Revenue: $215.2M (YoY +40.8%)

Average Daily Volume (ADV): $2.6T (YoY +32.7%)

✅ Strong trading volume across global swaps, equity derivatives, and short-term funding markets drove performance.
📉 Rather than supply chain or cost pressures, future growth momentum may be affected by shifts in interest rate and liquidity environments.
📊 Continued digitization, AI-driven platform innovation, and expansion into emerging markets are reinforcing Tradeweb’s long-term competitive advantage.

Looking for the full earnings report on TW?
tenbaggerexplorer.com/tradeweb-q2-2025-earnings/

#Tradeweb #TW #EarningsSummary #Fintech #ElectronicTrading #LongTermInvesting #USStocks

5 months ago | [YT] | 0