GreenDot Stocks

GreenDot Stocks is back. Built for investors trying to find 3-5 year compounders, not chase noise. Screen for quality, durable growth, and reasonable valuation. Get reports, ratings, and margin-of-safety analysis. Explore: greendotstocks.com

Intuit $INTU serves around 100 million consumers. Most investors still think “tax software.” But this is a much broader platform business with sticky recurring revenue and a selloff that may have gone too far. Why we think it could not be 60% undervalued: greendotstocks.com/articles/intui…

$INTU quietly joined this week's GreenDot Stocks screen as a Green-ranked, undervalued name. At the same time, $PLTR dropped from Green to Red. Adds, exits, upgrades, downgrades, and valuation shifts: greendotstocks.com/articles/green…

$LITE jumped 11%+ yesterday as NVDA’s blowout earnings reinforced the AI infrastructure boom. Lumentum’s optical chips sit right in that spend cycle, and the stock has now outperformed the S&P 500 by 260%+ over the last 6 months. Absolute ripper.

$SPOT ripped 13% yesterday on a much stronger-than-expected Investor Day. The market got long-term margin targets, a clearer roadmap to 1B subscribers, traction in audiobooks/video, and a new paid AI remix opportunity with UMG. A sharp reversal from the April earnings reset.

Most investors say they want recurring revenue. Fewer ask the right question: Does the customer pay again by default, or does the company have to re-sell them every quarter? Subscriptions, consumables, and "toll-booth" models pass that test best. greendotstocks.com/articles/what-…

No less than 8 GreenDot Stocks have outperformed the market by 200% or more in the last 6 months: $PL +265% $LITE +258% $MU +250% $BE +188% $ENLT +142% $STRL 124.7% $AMD +103% $LQDA +102% That doesn't even count 11 others that have outperformed the market by more than 50%.

$NOW continuing to rip, up 6% pre-market after a 9% gain yesterday. Company unveiled several AI product upgrades at Knowledge 2026 conference, and multiple analysts raised price targets on the stock.

$MELI is more than the “Amazon of Latin America.” MercadoLibre is also payments, logistics, credit, and ads. Revenue grew 49% YoY, yet the stock sold off. We break down why that disconnect may be overdone: greendotstocks.com/articles/merca… $MELI $AMZN

$CRDO down 10% this morning in shadow of $NVDA earnings this week. Chip stocks trading high, SOX ~60% above its 200-day moving average — not seen since 1999/2000. But there are no "dark" data centers today, unlike the dark fiber of early internet boom.

GreenDot Stocks just refreshed the screen: 8 new names, 3 exits, and 16 valuation-band moves in one week. New adds include $FTNT $MNDY $NBIX. Names falling off include $TTD $MRVL. Full update here: greendotstocks.com/articles/green…

$SYM is the kind of stock investors want to love: warehouse robotics, real growth, and a serious operating story. But 85% customer concentration, warranty exposure, backlog timing risk, and Exol exposure create some binary risks. Our breakdown: greendotstocks.com/articles/symbo…

$PAYS sold off despite a beat. Q1 rev $28M vs $27M est, EPS $0.09 vs $0.07 est. The market wanted a raise. Instead it got flat FY guidance, a seasonal Q2 step-down, and more plasma-center churn. Our screen had it undervalued before this 20% sell-off. Looks attractive.

This morning’s 30% drop in $WIX looks more like a margin reset than a broken business. Revenue +14%, bookings +15%, ARR +15%, but profits/FCF got hit by Base44 spend, partner softness, and acquisition costs. Watchlist, not rush-buy.

We're a little late talking about Friday's +86% move in $INOD. We're not late to the name. INOD has been on the green screen for a while. Q1 was an absolute blowout: Revenue +54% to $90.1M EPS $0.42 2026 guide now 40%+ New Big Tech deal worth ~$51M

EPS can flatter a business. Cash is harder to fake. Accruals, tax items, and capitalized costs can make earnings look cleaner than reality. We use FCF-ROIC because cash tells you more about what shareholders actually own. EPS or FCF? greendotstocks.com/articles/why-f…

We just refreshed this week’s "Rule of 40" screen: 13 new names in, 7 out, and 21 valuation band shifts. Names like $DUOL $SHOP $PLTR $MSFT $META are on the move. Full breakdown: greendotstocks.com/articles/green…

"Green Screen" stock Fortinet $FTNT is up 23%+ this morning after a textbook beat-and-raise. Q1 revenue climbed 20% to $1.85B, EPS was $0.82 vs $0.62 est., billings jumped 31% to $2.09B, and FY26 guidance moved higher. AI-driven cybersecurity demand is landing in the numbers.

$TTD: beat/raise vs guide, plus Kokai, CTV, and retail-data traction. Red flag: retention stays high but growth still doesn’t reaccelerate, which would be a problem for the share-gain part of the bull case.

$HUBS: customer adds, billings, ARPC, upmarket momentum, and real AI monetization. Red flag: the AI narrative sounds great, but billings or ARPC say expansion is slowing and margin gains start reversing.

Big earnings slate today: $HRMY $REAX $MELI $ABNB $TOST $HUBS $TTD. I care less about the EPS headline and more about what each report says about demand, unit economics, and guide quality. Here’s the setup: