The investor’s weekly point: a little respite for investors?

Tops :

Astera Labs +36,75 % : The flea manufacturer has announced a turnover and a BPA largely exceeding forecasts, with sales growth of 150% and an increase in profits of 238% over a year. Consequently, He also published forecasts for the third quarter superior to consensus. Therefore, citing high demand for his connectivity solutions for AI and Cloud data centers.

Shopify +26.15 %: The action of climbed after its turnover in the second quarter increased by 31 %. Therefore, The company has published solid forecasts for the third quarter. However. indicating that the expected impact of customs tariffs has never materialized, while emphasizing the acceleration of demand, the rise in prices charged by investor’s weekly point: little respite new merchants and the growing adoption of its new trade tools fueled by AI.

Fresnillo +19. 03 % : The mining group investor’s weekly point: little respite continues in 2025 a spectacular trajectory, with a quintuplely profit on the semester. In addition, He benefits from the rise in metal prices. Furthermore, the depreciation of the peso, a motto of Mexico, where his mines are located.

Diageo +10,92 %: The producer of alcoholic beverages reassured the market with its annual results. Its strategy now appears more readable, without uncertainty about management and with the end of negative revisions.

Bechtle +18.46 %: the German group specializing in the distribution of IT equipment and solutions finally finds the way to good news. After four growth without growth. management is again confident in the future thanks to the resumption of private demand and public investments.

Flops :

Beiersdorf -6.98 %: the German group of consumer goods has revised its growth forecasts for 2025 to the decline highlighting a. slowdown in the skin care market.

The Trade Desk investor’s weekly point: little respite -37 %: The company has published turnover forecasts of at least 717 MUSD for the third quarter. suggesting a slowdown in growth, despite results in the second quarter greater than expectations. The CEO, Jeff Green, spoke of the uncertainty linked to customs tariffs that weighs on major advertisers.

FIGMA -35. 98 %: The action fell 35% this week, erasing part of the post-introduction flambé last week, which had more than tripled the initial supply price of 33 dollars. This drop comes despite 40% growth expectations of turnover in the second quarter over a year. a valuation of 56 MDSUSD, near the triple of the aborted buyout offer in 2022.

Rheinmetall -5.1 %: The second quarter results are slightly lower than expectations. due to the delay in the award of contracts for the German Defense Ministry. After having doubled since January, Rheinmetall is no longer investor’s weekly point: little respite entitled to error.

Bayer -8.55 %: After having noted its forecasts last week, the pharmaceutical and agrochemical group published mixed half -yearly results. The detailed analysis disappoints. the drop in this week erases part of the rebound accumulated since the beginning of the year.

Sandoz +1.2 %: the ex -subsidiary of Novartis continues to do better than its competitors. Additionally, The activity of biosimilars (30% of turnover) continues to be very dynamic while generics make good resistance in a. market that comes to life. The prospects and visibility are excellent and the strategy of the leaders is appreciated by shareholders.