Strong earnings beats, rising guidance, strategic partnerships, and major product rollouts are shifting sentiment for these stocks and positioning them for potential gains.
Oddity Tech (Nasdaq: ODD): The ODD stock that was lingering close to its 52-week low got a boost in late trading, after it reported a beat-and-raise quarter. Adjusted EPS for Q3 came in at $0.40 vs. $0.36 expected, while revenue grew 24.3% to $147.9 million, topping estimates. Oddity also raised its FY2025 EPS and revenue outlook above consensus, signaling confidence.
Yet another catalyst is the launch of its METHODIQ medical telehealth platform. METHODIQ expands Oddity beyond its existing IL MAKIAGE and SpoiledChild beauty brands, into the lucrative medical skincare market, which is estimated to exceed $100 billion this year. This new growth vertical could help reset the sentiment for the ODD stock, and position it for potential upside.
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Kulicke and Soffa (Nasdaq: KLIC): KLIC traded higher in after-hours after delivering a strong quarter and upbeat guidance. The company, which provides capital equipment and tools used for assembling semiconductor devices, said it is “preparing for increased customer demand over the coming quarters.”
Kulicke and Soffa posted Q4 adjusted earnings of $0.28 per share, topping the consensus of $0.22. While revenues fell 2.1% to $177.56 mln, it was still ahead of the $170.03 million projected by analysts.
The guidance is the sweet spot. The company expects Q1 adjusted EPS of $0.30-0.36, well above the $0.23 consensus, while revenues are expected to be $180-200 million vs. the $168.80 million consensus.
Improving end-market dynamics and order activity could support near-term sentiment and position KLIC for potential upside.
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Alphabet (NASDAQ: GOOGL): Google shares could continue to see near-term momentum, thanks to a vote of confidence from the Oracle of Omaha and the rollout of its Gemini 3 AI model. Berkshire Hathaway disclosed last week that it held a $4.3 billion stake in Alphabet at the end of the third quarter—one of its significant technology investments in years.
Alphabet surpassed $100 billion in quarterly revenue for the first time in Q3, driven by strong performance in its cloud division, which delivers many of its AI services. The cloud unit now boasts a $155 billion customer backlog and an updated chip lineup that differentiates it from other AI competitors.
Google also launched Gemini 3, its newest AI model, as competition with OpenAI heats up. Gemini 3, which is designed to deliver better responses to complex queries, with less prompting, will integrate into the Gemini app, AI Mode, AI Overviews, and Google’s enterprise offerings. The rollout started on Tuesday for select subscribers, with broader access coming in the following weeks.
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MP Materials (NYSE: MP) could continue experiencing near-term momentum, as Goldman Sachs has issued a buy rating for the MP stock with a $77 price target – which represents a 20% upside from its last closing price of $63.55. The sell-off in rare-earth stocks after China agreed to defer some export restrictions for at least a year has helped highlight stronger, better-positioned producers such as MP Materials.
MP operates the Mountain Pass, California, mining complex that gives it control of 90% of North American production of neodymium-praseodymium (NdPr) oxide – a critical material for manufacturing permanent magnets for electric vehicles, wind turbines, and robotics. As part of a $400 million investment for a 15% stake in MP, the U.S. Department of Defense also set a floor price for NdPr oxide at twice the current market price – which is a significant boost.
In a latest development, MP announced plans to build a rare-earth refining facility in Saudi Arabia through a joint venture between Saudi’s flagship mining company and the U.S. Department of Defense.
Strong positioning in NdPr oxide, substantial backing from the U.S. government and the Saudi Arabia partnership could continue to support MP stocks, which trades at a 36% discount to its 52-week high achieved last month.
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