B.I.G. Tips – IPO Radar
About 125 stocks with market caps of at least $500 million have IPOd since the current “AI” bull market began back in October 2022. IPOs have seen a pick-up in buying interest this year as evidenced by the performance of the Renaissance IPO ETF (IPO) that holds positions in newly-public companies. As we do from time to time, we went through all recent IPOs to try and identify ones that look bullish or at least worth considering. While the majority of these names likely won’t become large-cap blue-chips in the years and even decades ahead, a few of them could, which makes analyzing them worth the effort.
Based on their business models, the industry they’re in, sales growth, and/or recent share-price action, we found 24 recent IPOs from the broader list of 125 that caught our attention (sorted by market cap). In this report, we provide a one-sentence company description and a note on how shares have been trading recently. The names that are in uptrends but in neutral territory (not too overbought) have the best set-ups right now, but please note that, like always, this list is meant to be a starting point for further research rather than a “buy” recommendation. Additionally, we provide charts for each stock with annotations. Our hope is that readers browse through these names and see if any particular ones piqué their interest.
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B.I.G. Tips – Earnings Triple Plays Recap: Q2 2025
During the just-completed Q2 2025 earnings reporting period, there were a total of 202 earnings triple plays out of just under 2,000 individual quarterly earnings reports from US-listed stocks. That’s 124 more than the 78 triple plays we saw during the prior earnings reporting period.
What is a triple play? When a stock reports quarterly earnings, it registers a “triple play” when it beats analyst EPS estimates, beats analyst revenue estimates, and raises forward guidance. We coined the term back in the mid-2000s, and you can read more about it at Investopedia.com. We consider triple plays to be the cream of the crop of earnings season, and we’re constantly finding new long-term opportunities from this basket of names each quarter. You can track the newest earnings triple plays on a daily basis at our Triple Plays page if you’re a Bespoke Premium or Bespoke Institutional member. To read our newest report and see some of the triple plays with intriguing charts at the moment, start a two-week trial to Bespoke Premium!