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| Company | Portfolio weight | Average cost / share | Current price | Return on cost | Research zone |
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| Watchlist rank | Company | Research tier | Zone | Price used | Quality | Model opportunity | Return to fair value | Fair value | Actions |
|---|---|---|---|---|---|---|---|---|---|
| 61 | AMBAAmbarella, Inc. | Primary | Avoid | $62.00 | 66.5 | 33.0 | -15.3% | $52.51 | |
| 26 | AMZNAmazon.com, Inc. | Primary | Hold / Watch | $250.69 | 89 | 57.8 | 4.2% | $261.22 | |
| 16 | AVAVAeroVironment, Inc. | Primary | Hold / Watch | $123.53 | 68.1 | 63.3 | 24.8% | $154.13 | |
| 19 | BABAAlibaba Group Holding Limited | Primary | Hold / Watch | $100.36 | 71.7 | 61.6 | 23.1% | $123.52 | |
| 47 | BILLBILL Holdings, Inc. | Primary | Hold / Watch | $49.82 | 73.2 | 47.7 | 0.2% | $49.92 | |
| 39 | BSXBoston Scientific Corporation | Primary | Hold / Watch | $42.75 | 74.4 | 52.5 | 5.8% | $45.23 | |
| 5 | CELHCelsius Holdings, Inc. | Primary | Buy | $29.98 | 76.1 | 69.7 | 22.7% | $36.80 | |
| 67 | CLPTClearPoint Neuro, Inc. | Primary | Avoid | $8.60 | 54.3 | 29.6 | -11.2% | $7.64 | |
| 59 | COINCoinbase Global, Inc. | Primary | Avoid | $134.76 | 70.1 | 34.9 | -12.7% | $117.62 | |
| 14 | DLODLocal Limited | Primary | Buy | $13.18 | 74.2 | 64.8 | 65.9% | $21.86 | |
| 56 | DOCUDocusign, Inc. | Primary | Avoid | $80.36 | 74.7 | 41.4 | -11.4% | $71.18 | |
| 30 | EVREvercore Inc. | Primary | Hold / Watch | $297.20 | 78.6 | 56.4 | 4.8% | $311.50 | |
| 37 | FOURShift4 Payments, Inc. | Primary | Hold / Watch | $41.49 | 67.2 | 53.6 | 14.6% | $47.54 | |
| 25 | GLBEGlobal-e Online Ltd. | Primary | Hold / Watch | $41.58 | 78.9 | 58.0 | 11.5% | $46.35 | |
| 36 | GOOGLAlphabet Inc. | Primary | Hold / Watch | $280.03 | 89 | 54.3 | 1.2% | $283.29 | |
| 12 | GRABGrab Holdings Limited | Primary | Buy | $3.35 | 74.8 | 65.7 | 26.0% | $4.22 | |
| 35 | GWREGuidewire Software, Inc. | Primary | Hold / Watch | $161.04 | 83.8 | 54.8 | 3.2% | $166.20 | |
| 13 | INTRInter & Co, Inc. | Primary | Buy | $3.95 | 70.9 | 65.4 | 69.4% | $6.69 | |
| 4 | INTUIntuit Inc. | Primary | Hold / Watch | $344.72 | 85.2 | 69.9 | 23.2% | $424.58 | |
| 63 | IOTSamsara Inc. | Primary | Avoid | $41.11 | 79.2 | 32.6 | -24.7% | $30.94 | |
| 69 | KRMNKarman Holdings Inc. | Primary | Avoid | $39.51 | 71.6 | 27.9 | -41.1% | $23.26 | |
| 78 | LMNDLemonade, Inc. | Primary | Avoid | $41.34 | 57.1 | 21.9 | -38.9% | $25.27 | |
| 20 | MBLYMobileye Global Inc. | Primary | Buy | $5.59 | 65.4 | 59.9 | 45.3% | $8.12 | |
| 53 | MDTMedtronic plc | Primary | Hold / Watch | $98.88 | 80.4 | 44.6 | -8.2% | $90.82 | |
| 38 | MIAXMiami International Holdings | Primary | Hold / Watch | $34.97 | 78.9 | 53.3 | 2.7% | $35.90 | |
| 66 | NETCloudflare, Inc. | Primary | Avoid | $273.62 | 81.2 | 31.6 | -65.2% | $95.34 | |
| 68 | NIONIO Inc. | Primary | Avoid | $3.19 | 47.3 | 28.0 | -10.3% | $2.86 | |
| 6 | NOWServiceNow, Inc. | Primary | Hold / Watch | $109.16 | 87.9 | 69.6 | 22.3% | $133.46 | |
| 43 | NUNu Holdings Ltd. | Primary | Hold / Watch | $11.99 | 82.7 | 51.4 | 2.3% | $12.26 | |
| 76 | OSCROscar Health, Inc. | Primary | Avoid | $32.41 | 61.6 | 23.9 | -24.7% | $24.41 | |
| 32 | OWLTOwlet, Inc. | Primary | Buy | $4.23 | 53.2 | 55.5 | 30.7% | $5.53 | |
| 55 | PAYCPaycom Software, Inc. | Primary | Avoid | $262.99 | 77 | 42.9 | -10.7% | $234.89 | |
| 51 | PFEPfizer Inc. | Primary | Hold / Watch | $30.00 | 68.2 | 45.3 | -2.3% | $29.32 | |
| 18 | PINSPinterest, Inc. | Primary | Hold / Watch | $18.96 | 74.7 | 61.9 | 18.1% | $22.40 | |
| 31 | PODDInsulet Corporation | Primary | Hold / Watch | $154.86 | 83.4 | 56.1 | 7.7% | $166.74 | |
| 24 | PRCTPROCEPT BioRobotics Corporation | Primary | Hold / Watch | $20.17 | 61.9 | 58.7 | 23.7% | $24.95 | |
| 42 | PYPLPayPal Holdings, Inc. | Primary | Hold / Watch | $59.24 | 69.5 | 51.5 | 6.4% | $63.02 | |
| 48 | QCOMQUALCOMM Incorporated | Primary | Hold / Watch | $164.43 | 82.2 | 46.8 | -6.5% | $153.71 | |
| 79 | QSQuantumScape Corporation | Primary | Avoid | $4.28 | 52.1 | 18.2 | -75.0% | $1.07 | |
| 65 | RBRKRubrik, Inc. | Primary | Avoid | $116.51 | 80 | 32.1 | -47.2% | $61.46 | |
| 2 | RDDTReddit, Inc. | Primary | Buy | $96.15 | 81.9 | 74.1 | 55.7% | $149.75 | |
| 75 | RKLBRocket Lab Corporation | Primary | Avoid | $54.43 | 66.4 | 24.1 | -86.3% | $7.45 | |
| 64 | RSKDRiskified Ltd. | Primary | Avoid | $8.62 | 67.6 | 32.1 | -18.4% | $7.03 | |
| 70 | SSentinelOne, Inc. | Primary | Avoid | $23.11 | 70.3 | 27.7 | -26.0% | $17.09 | |
| 7 | SESea Limited | Primary | Buy | $76.77 | 75.3 | 69.5 | 54.7% | $118.75 | |
| 57 | SHOPShopify Inc. | Primary | Avoid | $142.57 | 88.5 | 41.3 | -16.8% | $118.68 | |
| 73 | SMWBSimilarweb Ltd. | Primary | Avoid | $8.75 | 66.1 | 26.3 | -26.2% | $6.46 | |
| 60 | SOFISoFi Technologies, Inc. | Primary | Avoid | $16.77 | 73 | 33.8 | -18.5% | $13.67 | |
| 45 | SYKStryker Corporation | Primary | Hold / Watch | $310.55 | 85 | 50.1 | -5.3% | $294.09 | |
| 74 | SYMSymbotic Inc. | Primary | Avoid | $37.52 | 65.8 | 24.5 | -43.0% | $21.37 | |
| 46 | TEAMAtlassian Corporation | Primary | Hold / Watch | $191.05 | 79.1 | 49.1 | -0.8% | $189.55 | |
| 77 | TEMTempus AI, Inc. | Primary | Avoid | $77.80 | 62.7 | 23.0 | -55.4% | $34.69 | |
| 10 | TMDXTransMedics Group | Primary | Buy | $67.34 | 72.6 | 67.1 | 25.5% | $84.50 | |
| 3 | UBERUber Technologies, Inc. | Primary | Buy | $66.60 | 83.3 | 70.6 | 51.9% | $101.19 | |
| 28 | WSEWise Group plc | Primary | Hold / Watch | $11.15 | 83.7 | 57.2 | 7.1% | $11.94 | |
| 15 | ZZillow Group, Inc. | Primary | Buy | $30.98 | 73.8 | 64.6 | 31.6% | $40.77 | |
| 71 | ZETAZeta Global Holdings Corp. | Primary | Avoid | $30.97 | 70.5 | 27.6 | -35.5% | $19.99 | |
| 58 | AAPLApple Inc. | Radar | Avoid | $342.37 | 89.8 | 36.7 | -26.7% | $251.00 | |
| 44 | BROSDutch Bros Inc. | Radar | Hold / Watch | $43.58 | 73 | 50.2 | 1.8% | $44.35 | |
| 41 | CARLCarlsmed, Inc. | Radar | Hold / Watch | $14.40 | 64.8 | 51.7 | 13.1% | $16.29 | |
| 22 | CBRSCerebras Systems | Radar | Buy | $97.82 | 64.3 | 59.2 | 35.5% | $132.56 | |
| 33 | CLWClearwater Paper Corporation | Radar | Buy | $13.40 | 50.4 | 55.4 | 39.6% | $18.70 | |
| 29 | CRWVCoreWeave, Inc. | Radar | Hold / Watch | $53.74 | 60.2 | 56.9 | 23.7% | $66.45 | |
| 50 | DOCSDoximity, Inc. | Radar | Hold / Watch | $32.60 | 81.3 | 46.7 | -5.6% | $30.77 | |
| 72 | DPCDPC Holdings PLC (Doncasters) | Radar | Avoid | $31.70 | 69.6 | 26.7 | -27.5% | $22.98 | |
| 62 | KRTKarat Packaging Inc. | Radar | Avoid | $52.17 | 68.2 | 32.8 | -19.8% | $41.84 | |
| 27 | LUNRIntuitive Machines, Inc. | Radar | Buy | $10.48 | 57 | 57.4 | 34.5% | $14.10 | |
| 9 | MBGLMobility Global, Inc. | Radar | Buy | $19.32 | 80.4 | 68.4 | 26.5% | $24.44 | |
| 11 | MDLNMedline Inc. | Radar | Hold / Watch | $34.09 | 73.3 | 66.3 | 19.9% | $40.89 | |
| 40 | MSFTMicrosoft Corporation | Radar | Hold / Watch | $530.61 | 91.3 | 52.0 | -2.9% | $515.00 | |
| 23 | NBISNebius Group | Radar | Buy | $151.64 | 60.7 | 59.2 | 27.7% | $193.61 | |
| 1 | NFLXNetflix, Inc. | Radar | Buy | $63.42 | 86.7 | 79.2 | 31.7% | $83.50 | |
| 8 | PRMBPrimo Brands Corporation | Radar | Buy | $20.59 | 67.3 | 69.2 | 30.5% | $26.86 | |
| 34 | QXOQXO, Inc. | Radar | Hold / Watch | $11.71 | 67.3 | 55.1 | 16.3% | $13.62 | |
| 54 | RDWRedwire Corporation | Radar | Hold / Watch | $8.12 | 59.4 | 43.6 | 3.7% | $8.42 | |
| 17 | STNEStoneCo Ltd. | Radar | Buy | $7.39 | 65.1 | 62.9 | 124.4% | $16.58 | |
| 21 | TOSTToast, Inc. | Radar | Hold / Watch | $33.53 | 81.9 | 59.4 | 11.8% | $37.50 | |
| 49 | VOYGVoyager Technologies | Radar | Hold / Watch | $24.83 | 54.2 | 46.7 | 11.0% | $27.55 | |
| 52 | VRSNVeriSign, Inc. | Radar | Avoid | $308.67 | 90.1 | 44.8 | -15.8% | $260.00 |
Watchlist ranks compare displayed Opportunity Scores across the full list. Filters keep those ranks; equal scores share a rank. Opportunity Scores remain research-model snapshots.
Published research snapshot. Current public Watchlist values load when JavaScript is available.
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THE RESEARCH FRAMEWORK
Business quality meets price discipline.
Quality is price independent. Opportunity combines that quality with scenario-based upside, bear-case protection, and confidence. Ownership and cost basis do not affect these scores. Watchlist rank compares the scored companies in that Watchlist.
Model scores, valuation estimates, and price zones are based on assumptions, not guarantees of future performance or individualized advice. Read our Disclaimer.
Quality score
25% business durability
25% moat and competitive position
20% growth runway
15% financial quality
15% management and capital allocation
Opportunity score
30% Quality Score
35% normalized probability-weighted upside
20% normalized bear-case return
15% risk and valuation confidence
Reading the zones
Example: P/W fair value $150 · Bear fair value $80Up to $88: min($150 ÷ 1.50, $80 × 1.10). The stricter bear-case condition sets the boundary.
At least 50% upside to P/W fair value, with price no more than 10% above bear-case fair value.
Example: P/W fair value $150 · Bear fair value $80Above $88 through $120: the Buy ceiling is $150 ÷ 1.25.
At least 25% upside to P/W fair value, above the Strong Buy boundary.
Example: P/W fair value $150 · Bear fair value $80Above $120 through approximately $166.67. The upper boundary is $150 ÷ 0.90.
Modeled return from approximately −10% to below +25%.
Example: P/W fair value $150 · Bear fair value $80Above approximately $166.67: price exceeds $150 ÷ 0.90.
More than 10% downside to P/W fair value.
Risk-adjusted view. This framework balances expected upside, downside risk and valuation confidence. Zones may be less reliable for companies priced mainly on future potential rather than current fundamentals.
Research review triggers
- Quarterly resultsEarnings, updated guidance and changes in operating performance.
- Zone crossingPrice moves into a different valuation zone.
- Return changeP/W expected return shifts by at least 10 percentage points.
- Thesis changeMaterial developments in the business, competition, management or capital allocation.
These prompt a review of the research and Opportunity Score. Watchlist ranks are calculated automatically from the scores currently displayed.