The basic and emerging commercial units of alphabet are booming.
The Trade Desk has been negotiated in its lowest evaluation since 2019.
Cybersecurity remains an absolute priority for many organizations.
April was not a pleasant month for investors. The stock market has become roller coaster, marked by the volatility of the stomach with falling prices one day and arrows the next. While the Nasdaq Composite Abundant its recent stockings, there is still a handful of hot offers on high -level technological actions.
Three fools gathered to identify the names on which investors should concentrate in May.
Where to invest $ 1,000 now? Our team of analysts has just revealed what they believe 10 Best Actions To buy now. Continue “
Alphabet(Nasdaq: Googl)(Nasdaq: Goog),, Trade(Nasdaq: TTD)And Crowdsstrike Holdings(Nasdaq: CRWD) stands out from the crowd.
Here is what makes each stock a purchase of a table plate.
Justin Pope (Alphabet): Google’s parent company works on a certain adversity. The technology giant lost two antitrust proceedingsAnd investors fear that the growing popularity of chatbots fueled by artificial intelligence, such as Chatgpt, can erode the domination of Google’s search engine. As a result, the alphabet stock decreased by 23% compared to its summit.
If you were looking for reasons to buy the alphabet plunge, recent revenues from the first quarter of 2025 gave you several.
Start with Google Search, which increased advertising revenues by 10% from one year to the next. There is no doubt that AI becomes more and more widespread. But do not forget, alphabet integrates its own AI into research, including the previews of the AI, which now has more than 1.5 billion monthly active users.
Then, Google Cloud, kernel of the company’s AI plans. Google Cloud returned has increased by 28% from one year to the next and its profitability is soaring. Google Cloud’s operating profit exceeded $ 2.1 billion in the first quarter, compared to only $ 900 million in the same quarter a year ago. Management has also noted that it continues to fight demand, which augurs well for the growth of clouds.
Finally, there is the impressive progress of Waymo, the autonomous driving company of Alphabet. Waymo performs more than 250,000 weekly paid rides, over five years compared to only a year ago. I bet most investors think Tesla First of all, when they think of autonomous vehicles, but Waymo, not Tesla, currently has a functional service.
All this is wrapped in a company which estimates that analysts will increase the profits on average by 16% per year in the long term, and which is negotiated at a price / profit ratio under 18 years of age. I find it difficult to see a better mixture of quality, growth and value than what the alphabet offers today.
VA Healy(Trade): My choice for the actions to buy in May is trade.
The Trade Desk aroused the interest of its ability to manage digital advertising campaigns. As he is not an advertiser as one of his eminent competitors, Google Parent Alphabet, he has a competitive advantage by having no implicit bias for a platform.
It has taken advantage of artificial intelligence (AI) via Kokai, which can analyze large amounts of data to optimize the selection and timing of AD locations. This allows marketing specialists to maximize the yields of their advertising campaigns.
However, despite these forces, trade may seem that the last stock of technology would like to buy at first glance. This is because it was the most efficient technological stock of S&P 500 In the first quarter of 2025, even exceeding the drop in Tesla as a percentage.
Investors seemed to lose confidence in action when he declared his results from the fourth quarter of 2024, missing his own income number. This occurred after dozens of quarters of exceeding such forecasts, which led the stock to lose a third of its value in a single negotiation session.
In addition, its first quarter income forecasts of $ 575 million would mean an annual revenue growth rate of 17%, indicating a slowdown that could further reduce the enthusiasm for the stock. In comparison, income increased by 22% in the fourth quarter despite the Miss and 26% in 2024.
However, when he reports his first quarter results on May 8, he is likely to return to his history of exceeding his estimates, rather than not failing. This could help rebuild investors’ confidence in this stock.
In addition, its stock has dropped more than 60% since December. Consequently, its price / profit ratio fell to 68, its lowest level since 2019 and down compared to a multiple profit of 225 in December. It is a convincing motivation to neglect the slowdown in income growth.
Finally, Alphabet has been under growing fire since a district court has judged that it has a digital advertising monopolis. This opportunity could be an opportunity for Trade Desk to expand its competitive pits, a factor that could easily increase the course of the company’s action.
Jake LERCH (Crowdsstrike Holdings): My choice is Crowdsstrike Holdings.
With so much uncertainty on the market, it is essential to identify the actions that continue To show force. This is one of the reasons why I like Crowdsstrike. The company, which develops cybersecurity solutions powered by AI, is more or less immune to two of the biggest questions that afflict the stock market right away.
The first is trade and prices, which create An overhang for companies rested on international trade. A single third of Crowdsstrike income come from international markets. More specifically, the company generates income by selling subscriptions to its security modules. Consequently, Crowdstrike is unlikely to be faced with a lot of effect on current trade negotiations.
Second, there are growing fears that expenditure on the data center can slow down. Which is weighed on large cloud service providers (such as Microsoft,, AmazonAnd Alphabet) and companies that count on the sale of materials for data centers (such as Nvidia). However, Crowdsstrike does not fall into one or the other of these two categories.
It provides cybersecurity to organizations, and there is no sign that cybersecurity expenses deposit Anytime soon. Crowdsstrike has recorded an average of 40% of income growth in the past three years. Although this figure has NOW It fell to 25% in its last quarter (for the three months ending on January 31, 2025), it is always a quick pace.
Cybersecurity remains an essential service in almost all organizations – no one wants to see their compromised data or systems. Therefore, I think Crowdsstrike will continue to outperform on a market that is still trying to find its base in 2025.
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Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool’s. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool’s. Jake LERCH A positions in Alphabet, Amazon, Crowdsstrike, Nvidia, Tesla and Trade. Justin Pope Has no position in the actions mentioned. VA Healy has positions in Crowdsstrike and the Trade Desk. The Motley Fool has positions and recommends Alphabet, Amazon, Crowdsstrike, Microsoft, Nvidia, Tesla and Trade. The Motley Fool recommends the following options: Long January 2026 Calls $ 395 on Microsoft and Court January 2026 405 $ calls Microsoft. The Word’s madman has a Disclosure policy.
