The Bespoke 50 Growth Stocks — 5/8/25
The “Bespoke 50” is a basket of noteworthy growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s analysis. There were 20 changes to the list this week.
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To see all 50 stocks that currently make up the Bespoke 50, simply start a two-week trial to Bespoke Premium or Bespoke Institutional.
The Bespoke 50 performance chart shown does not represent actual investment results. The Bespoke 50 is updated monthly on Thursdays unless otherwise noted. Performance is based on equally weighting each of the 50 stocks (2% each) and is calculated using each stock’s opening price as of Friday morning after publication. Entry prices and exit prices used for stocks that are added or removed from the Bespoke 50 are based on Friday’s opening price. Any potential commissions, brokerage fees, or dividends are not included in the Bespoke 50 performance calculation, but the performance shown is net of a hypothetical annual advisory fee of 0.85%. Performance tracking for the Bespoke 50 and the Russell 3,000 total return index begins on March 5th, 2012 when the Bespoke 50 was first published. Past performance is not a guarantee of future results. The Bespoke 50 is meant to be an idea generator for investors and not a recommendation to buy or sell any specific securities. It is not personalized advice because it in no way takes into account an investor’s individual needs. As always, investors should conduct their own research when buying or selling individual securities. Click here to read our full disclosure on hypothetical performance tracking. Bespoke representatives or wealth management clients may have positions in securities discussed or mentioned in its published content.
Q1 2025 Earnings Conference Call Recaps: Shopify (SHOP)
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Shopify’s (SHOP) Q1 2025 earnings call.
Shopify (SHOP) is a leading global commerce platform that allows businesses of all sizes to build, manage, and scale online and offline retail operations. Its ecosystem spans storefronts, payments, fulfillment, cross-border tools, and AI-powered automation. SHOP reported 27% revenue growth and 23% GMV growth in Q1, driven by strong demand across merchant sizes, categories, and regions. The company expanded Shopify Payments to 39 countries and launched cross-border compliance tools like TariffGuide.ai amid tariff uncertainty. AI is becoming foundational to SHOP’s operations, with usage embedded in both internal workflows and merchant tools like Sidekick. Enterprise adoption accelerated, with VF Corp, Kering Beaute, and Follett joining the platform, as legacy systems fail to meet the demand for speed, flexibility, and unified commerce. On mixed results, SHOP shares fell close to 10% in the pre-market on 5/8 but erased nearly all of those losses during the regular session…
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Chart of the Day – What a Month!
Bespoke’s Weekly Sector Snapshot — 5/8/25
Bespoke’s Morning Lineup – 5/8/25
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“Wise and humane management of the patient is the best safeguard against infection.” – Florence Nightingale
Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.
US equity futures are up roughly 1% ahead of today’s open after President Trump announced that a trade deal between the US and UK would be announced shortly. Along with the tariff news, yesterday the market managed to not trade lower after Fed Chair Powell’s press conference as it normally does.
We’ve gotten a huge number of earnings reports this week as well, and the results have been largely positive. So far in May, we’ve seen a positive reversal in guidance trends. In April, we were seeing many more companies lowering guidance than raising guidance, but that has flipped this month. Of the nearly 800 companies that have reported month-to-date, 69 have raised guidance compared to just 45 that have lowered guidance. You don’t expect to see such positivity when there’s such an “extremely elevated level of uncertainty” as Fed Chair Powell described in his FOMC comments yesterday.
Based on where it’s trading in the pre-market, the S&P 500 ETF (SPY) is set to test last week’s highs when it opens this morning.
The Closer – Big Swings, Used Cars, Mortgages – 5/7/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a recap of the FOMC statement in addition to the market’s swings in reaction to it and the latest tariff headlines (page 1). We also review the latest earnings reports and some auto and housing data (pages 2 and 3). After some stats on exiting corrections (page 4) we finish with an update on the latest data regarding petroleum stockpiles (Page 5).
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Daily Sector Snapshot — 5/7/25
Q1 2025 Earnings Conference Call Recaps: Hims & Hers Health (HIMS)
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Hims & Hers Health’s (HIMS) Q1 2025 earnings call.
Hims & Hers Health (HIMS) is a direct-to-consumer digital health platform focused on making personalized healthcare accessible, affordable, and stigma-free. The company offers telehealth consultations, prescription treatments, and wellness products across specialties such as mental health, dermatology, sexual health, weight loss, and now low testosterone, menopause, and longevity. HIMS posted subscriber growth of 38% YoY to 2.4 million and a 50% increase in monthly revenue per subscriber, driven by the adoption of premium and personalized products. Weight loss became one of its largest specialties within 18 months, supported by a new partnership with Novo Nordisk. Management announced plans to expand into low testosterone and menopause before year-end, while investing in lab diagnostics to support precision medicine. Marketing efficiency improved significantly, with marketing spend dropping to 39% of revenue, and early results in the UK point to meaningful global opportunity. On better-than-expected results, HIMS jumped 18% on 5/6…
Continue reading our Conference Call Recap for HIMS by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
Q1 2025 Earnings Conference Call Recaps: Airbnb (ABNB)
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Airbnb’s (ABNB) Q1 2025 earnings call.
Airbnb (ABNB) connects hosts and guests for stays and experiences with its range of options beyond traditional hotels. Founded on the idea of turning homes into hospitality assets, Airbnb now facilitates travel in more than 220 countries. Its marketplace gives deep insight into global travel behavior, urban vs. rural demand shifts, and consumer price sensitivity. ABNB reported solid results led by strength in international markets and steady demand among higher-income US travelers, though some softness emerged in longer lead times. Expansion markets like Brazil grew more than twice as fast as core markets, and first-time bookers rose over 30% in the region. The company rolled out global total price displays and is nudging hosts toward competitive pricing. It also previewed a broader platform vision launching May 13, including services beyond homes. AI-powered customer support reached 50% of US users, already cutting live agent volume by 15%, and the hotel business is positioned as a key growth lever in dense urban markets. On better-than-expected results, ABNB shares rose 1% on 5/2…
Continue reading our Conference Call Recap for ABNB by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below:
Q1 2025 Earnings Conference Call Recaps: Palantir (PLTR)
Bespoke’s Conference Call Recaps use AI to summarize lengthy earnings calls. The commentary below is AI-generated and then edited by Bespoke for quality control. As always, none of these summaries should be construed as recommendations to buy or sell any securities, and investors should do their own research and/or consult with a financial professional before making any investment decisions.
Our latest recap available to Bespoke subscribers covers Palantir’s (PLTR) Q1 2025 earnings call.
Palantir (PLTR) builds advanced software platforms (Foundry, Gotham, and AIP) that integrate artificial intelligence with complex data environments for government agencies, commercial enterprises, and defense operations. Its software powers mission-critical workflows, such as battlefield intelligence, healthcare automation, and supply chain optimization. The company delivered revenue growth of 39% YoY and US commercial growth of 71%. Demand for its AI Platform (AIP) continues to explode, with US commercial TCV hitting $810M, up 239%, and customer wins including Walgreens, AIG, and R1 RCM. AI agents are now embedded in core operations from insurance underwriting to sepsis detection. Defense momentum was equally strong: Maven adoption doubled, NATO signed on, and TITAN vehicles were delivered on time and on budget. CEO Alex Karp credited PLTR’s long-term investments and a cultural shift toward merit-based decision-making, citing the US government’s DOGE initiative as a tailwind. In-line EPS, stronger revenues, and raised guidance were not enough to move the stock higher as it fell 12.1% on 5/6…
Continue reading our Conference Call Recap for PLTR by becoming a Bespoke Institutional subscriber. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call Recap. To sign up, choose either the monthly or annual checkout link below: