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2024 has been a great year for the Magnificent 7. But would 2025 bring about the same tidings?

In the Visual of the Week section, we bring you a look at the revenue of the Magnificent 7 companies in 2024, and use a forecast tool from SimplyWallSt to know how much the market is projecting growth to be in 2025.

As more risks are happening right before our eyes (wink wink, Trump), it gets more important to know what the market is forecasting.

Moving on, here are the news that shocked the world…

Ford $F ( ▲ 2.45% ) : Hold your horses … or gear. The U.S. regulators are investigating Ford’s F-150 pickup trucks for an unexpected downward gear shifts. The hard part? There’s 1.3 million of them [Read More]

Boeing $BA ( ▲ 3.47% ) : Hmm? Is Boeing’s fortune turning around? Trump just awarded its fighter jet contract to Boeing rather than Lockheed Martin [Read More]

Dollar Tree $DLTR ( ▲ 8.1% ) : Well, it’s a bargain. But not in Dollar Tree’s favour. It is selling its Family Dollar business for US$1 billion that it bought for US$9 billion in 2015 [Read More]

Robinhood $HOOD ( ▲ 1.28% )  : Regulators are investigating whether Robinhood has been a bad boy. Apparently, the security brokerage enables users to gambl - I mean invest in the March Madness games [Read More]

Lululemon $LULU ( ▲ 0.69% )  : 4Q results beat expectations but Lululemon splashed water on the results by warning that ‘consumers are spending less due to inflation concerns [Read More]

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Here are the news covering the Asia market…

Alibaba $BABA ( ▲ 1.99% ) : Alibaba launched a new AI model, Qwen2.5-Omni-7B, that can process images and videos on phones and laptops [Read More]

DFI Retail: DFI Retail is selling its Cold Storage and Giant supermarkets for SG$125 million to Macrovalue, and focusing on its Guardian and 7-Eleven businesses [Read More]

Grab x GoTo: Grab is trying to acquire GoTo for US$ 7 billion by seeking about US$2 billion in loans, and the rest potentially coming from bonds or equities [Read More]

Frasers Centrepoint: Frasers Centrepoint Trust is acquiring Northpoint City South Wing, the largest mall in north Singapore, for about SG1.1 billion [Read More]

Digital Core: Digital Core REIT has completed the acquisition of 20% in a freehold data centre in Osaka, Japan [Read More]

See below for our handpicked analyst reports:

Howdy, there, cowboy. The Magnificent 7 strikes again in 2024 with several AI-related trends boosting revenue and share prices.

The alpha of the pack - Nvidia $NVDA ( ▼ 2.87% ) . It is no secret that it has been the darling stock from 2023 to 2024. Revenue more than doubled to US$131 billion and it is now on par with Apple in terms of market capitalisation.

Meanwhile, Meta $META ( ▼ 0.17% ) , Microsoft $MSFT ( ▼ 1.03% ) , and Alphabet (Google) $GOOGL ( ▼ 1.42% ) also came along for the ride as they have positioned their businesses to be on the front-seat of the AI boom.

Amazon $AMZN ( ▼ 0.99% ) is just being Amazon. Everyone still loves to buy stuff.

However, what’s peculiar is the underperformance of Apple $AAPL ( ▲ 1.4% ) and Tesla $TSLA ( ▼ 0.08% )  

1. Apple has suffered due to its weak sales in China. Furthermore, its AI technology in its iPhones have been delayed

2. Tesla’s revenue was flat while profits declined in 2024 as competition for EVs got tighter in China.

In light of 2024 results, analysts from SimplyWallSt have already projected what their revenue growth will be in 2025:

1. Nvidia: +20.6%

2. Meta: +11%

3. Microsoft: +12%

4. Alphabet: +9.8%

5. Amazon: +9.1%

6. Apple: +6.5%

7. Tesla: +15.6%

Curious how I got the revenue growth forecast growth just now?

Well, I actually used SimplyWallSt’s ‘Future Growth’ tool to see what is the average forecasted revenue growth.

Here’s how it looks like

From this tab, I got to know that

1. Analysts are projecting for earnings to grow at a stronger rate of 22.9% compared to revenue of 15.6%. This means that the profit margin may be higher.

2. Tesla’s earnings growth projection is quite in line with the industry’s growth of 22.2%.

This has actually helped me to analyse whether Tesla’s 1% revenue growth and decline in profits was a temporary thing. It seems that the market thinks so and Tesla might rebound in 2025.

Interested in using the tool? Use my affiliate link when you register for an account!

Hope the above is fruitful for you all!

Cheers,
James Yeo