PayPal, Starbucks, Intel, and Okta Positioned to Capitalize on Growth Trends with New Leadership, Innovation, Expanding Markets, and Reasonable Valuations
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PayPal is positioned for long-term success due to increasing total payment volume, higher engagement among active users, and the growth potential in the fintech industry. The new CEO can trim costs without sacrificing growth initiatives.
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Starbucks can overcome inflationary pressures thanks to customer loyalty and its rewards program driving efficiency. Innovation around drive-thrus and food/drink pairings also boosts margins. Valuation is historically inexpensive.
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Intel aims to play a role in the AI revolution with new GPUs. Its CPU business remains a cash flow driver. By decade's end, Intel could be the #2 global chip foundry. EPS is expected to quadruple by 2027.
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Okta's cybersecurity services are essential as data moves online. Its cloud-native, AI-driven platform gets smarter over time. The Auth0 acquisition expands addressable market and enables international growth.
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All 4 stocks seem primed to benefit from the new Nasdaq bull market based on growth potential and reasonable valuations.