Stocks Turning from Decline to Growth - 20. April

Crypto exchange Coinbase's stock has started to climb out of its slump, but the 206,33-dollar price level leaves it still 50,8% away from last year's peak of 419,78 dollars. The stock previously fell to 141,09 dollars, losing over 66% from its peak, but the movement in recent weeks clearly indicates that the worst may be over.

The reversal is driven by the rise in Bitcoin's price above the 74 000 dollar mark, which directly supports the platform's trading revenues. The next significant catalyst is the potential recovery of retail investor activity and new regulatory approvals that strengthen the company's digital asset custody service. Although the direction is right, the recent reduction of holdings by large funds makes this recovery somewhat fragile.

Medical technology company Sectra's stock has made a clear U-turn, but trading at 265,80 Swedish kronor, it is still 28,1% short of last year's peak of 369,6 kronor. After losing more than half of its value and bottoming out at 176,2 kronor, the price has started to move steadily upwards, confirming the change in trend.

The rise has been supported by the completion of the acquisition of AI company Oxipit, which expands the capabilities of Sectra's radiology software. Further growth should be driven by a strong increase in recurring revenues and the integration of new AI tools into the daily work of hospitals, making the company's products indispensable. Given the actual strength of the core business, this recovery seems fundamentally on very solid footing.

Travel services giant Expedia is recovering strongly, being at 265,84 dollars just 11,6% away from its previous peak of 300,6 dollars. The stock previously dropped to 188,1 dollars, but the recent strong price increase shows that the market has once again become optimistic about the company's prospects.

Behind the positive turnaround is an impressive 94,4-percent growth in operating profit and strong momentum in the B2B segment. The next test and potential accelerator will be the first-quarter results published on 7. May, which should confirm the persistence of travel demand and cost efficiency. As the company's financial discipline has improved, the continuation of this trend reversal is highly likely.

Cloud software provider Datadog has started to break out of its downtrend, but at 126,61 dollars, the stock still has 36,6% to go to reach last year's peak of 199,72 dollars. After losing nearly half of its value and bottoming at 102,6 dollars, the first signs of recovering buying interest are now visible on the chart.

The recovery of interest is supported by the acceleration of sales revenue growth to nearly 30 percent and the launch of the new A/B testing tool Datadog Experiments. Further upside could be fueled by successful cross-selling of new products to existing clients, which would help improve the company's profitability. Although the market remains slightly cautious, the expansion of the product portfolio provides strong fundamental support for the recovery.

European e-commerce giant Zalando is showing its first signs of life, trading at 23,55 euros, which leaves the stock still 34,2% below its previous peak of 35,77 euros. After a prolonged decline that took the price to 19,16 euros, the movement in recent weeks has confirmed that the selling pressure is easing.

The turning point was the acceleration of operating profit growth to nearly 20 percent, driven by the high-margin retail media business. A forward-looking catalyst is the inclusion of AI expert Peter Sarlin on the supervisory board, indicating a clear plan to increase platform efficiency through technology. If the retail media growth continues, this recovery has the potential to last longer.

Cybersecurity leader CrowdStrike has made a convincing U-turn, but at 423,95 dollars, the stock still has 24% upside potential to its peak of 557,53 dollars. After a 37-percent correction to 350,25 dollars, the stock has found strong buying support and clearly turned back into an uptrend.

The rise is driven by an impressive shift towards profitability, where subscription revenue is growing significantly faster than costs. The next driving force is Gartner's recent recognition in the SIEM market and analysts' raised profit expectations, which help win new large clients. Considering the company's strong market position and improving margins, this trend reversal is very viable.

Data analytics company Palantir has started to recover from its slump, trading at 146,39 dollars, which is still 29,3% lower than last year's peak of 207,18 dollars. The stock previously fell to 128,06 dollars, but the sharp bounce in recent days confirms that investor interest is returning.

The recovery is fueled by explosive demand for artificial intelligence platforms, which multiplied the company's operating profit. A forward-looking catalyst is a potential major government contract with the US Federal Aviation Administration (FAA), which would help expand the business outside the defense sector. If the civil sector contracts materialize, this recovery has a very strong fundamental basis.

Software manufacturer Autodesk is making a clear turnaround, but at 242,02 dollars, the stock still has 25,9% to go to regain its peak of 326,79 dollars. After losing a third of its value and touching bottom at 218,45 dollars, the stock has shown a rapid recovery.

The reversal is driven by strong subscription revenue growth and analyst rating upgrades. Further movement is supported by the company's own strong profit forecast for the new financial year and an expanded partnership with Globant, which should increase cloud software usage in the construction and manufacturing sectors. The strong forecast provides confidence that this is a lasting trend change.

Computer peripherals manufacturer Logitech has turned its decline into growth, trading at 78,84 Swiss francs, which leaves the stock 20,1% below its previous peak of 98,64 francs. After dropping to 66,64 francs, the stock has found a new breath and started to steadily regain lost positions.

The recovery is led by the acceleration of operating profit growth, supported by successful new products and strict cost control. The next significant support is the newly announced 1,4 billion dollar share buyback program and the increase in holdings by major investors, which reduces the supply of shares on the market. This capital return plan makes the recovery very reliable for investors.

Swedish investment firm Bure Equity is showing a strong recovery, being at 255,60 kronor still 21,5% away from its peak of 325,6 kronor. The stock previously fell to 192,6 kronor, losing over 40% of its value, but the movement in recent weeks confirms a clear trend reversal.

The reversal is driven by the stabilization of the decline in the value of financial assets and the company's decision to pay dividends and start a share buyback program. A forward-looking catalyst is the planned IPO of portfolio company Silex Microsystems, which could significantly increase the net asset value of Bure's assets. These concrete steps provide strong fundamental support for the recovery.

Finnish IT consulting firm Gofore has started to climb out of the hole, but at 13,67 euros, the stock still has 29% upside potential to its previous peak of 19,25 euros. After a severe drop to 10,38 euros, the stock has found a bottom and is showing the first solid signs of a new uptrend.

The recovery is supported by brisk sales growth in the private sector and the upturn in operating profit. Further confidence is provided by the newly approved dividend of 0,49 euros, which shows the company's ability to generate stable cash flow even in more difficult times. Although part of the profit came from one-off income, the improvement in core operations is sufficient to support the stock's further recovery.