Finding the Oddity That’s Raising Profit Forecasts for 2025 BY ANDY SWAN “U.S. economy contracts for first time in 3 years…” “Trade-War Uncertainty Prompts Wave of Companies to Yank Forecasts…” “A Reckoning for the Magnificent Seven Tests the market…” If the unrelenting doom and gloom of the stock market is bringing you down, I can help. The tariff turmoil keeping all those other investors up at night doesn’t bother me so much. Not because I don’t care – this volatility is hitting my portfolio, too. Not because I don’t understand – we’re tracking how tariffs are impacting consumers in real time. At LikeFolio, our “edge” comes from understanding what real Main Street people are doing before it becomes news on Wall Street. We’re not as fazed by headline events or moves by the Federal Reserve because regardless of the macro environment, there are always big profit opportunities in individual companies and assets. We’ve made it our business to uncover them with a consumer insights machine that taps into the collective consciousness of America. As a TradeSmith Daily reader, you’ve seen our unique edge in action over these last few months. We’ve kept you ahead of major consumer trends as they happen: And we’ve shown you the companies gaining traction behind the scenes: - Stride (LRN)
- Hims & Hers Health (HIMS)
- Tesla (TSLA)
- Robinhood Markets (HOOD) and SoFi Technologies (SOFI)
Giving you a chance to place your trades before the rest of the market catches on. Even amid the tariff turmoil and economic doom and gloom, these picks are proving that you can profit in any market when you have the right tools. Since we featured these stocks in TradeSmith Daily: - LRN rallied to all-time highs (in a matter of days)
- HIMS surged 30% on a major partnership announcement
- TSLA bounced back 17% on renewed optimism
- HOOD and SOFI each gained ~20% on crypto tailwinds and strong earnings
There’s a good chance you have a vested interest in these names if you’re a dedicated TradeSmith Daily reader. (In fact, if you acted on any of our research, drop us a line at feedback@tradesmithdaily.com to let us know how these stocks are working out for you.) We’re keeping close track of each of these names, too. And as you’ll find out today, the profits are far from over. I’ll show you what’s driving these stocks here and now and whether we’re still bullish long-term, based on the latest LikeFolio data. Then, we’ll keep you ahead of the game with a new name for your moneymaking watchlist – one that most investors have never heard of… | Recommended Link | | | | On June 17th, an event is taking place that could completely shock the market. Stocks could go ballistic… Businesses could get blindsided… The gold market could get rocked… And one man, millionaire trader Jeff Clark, is pounding the table on one single stock before this event. Even during market fluctuations, Jeff’s strategy with this stock has shown his readers gains of 85% in 14 days, 120% in under 3 months, and even 222% in just 8 days. Considering the current volatility right now could pale in comparison to what’s coming, the time for action is now. Click here now to prepare. |  | | LRN’s Record Quarter Leads to Record Highs “This stock has proven to be a green outlier in the market’s sea of red, and LikeFolio data suggests there’s plenty more profits to come…” (April 27, TradeSmith Daily) It’s only been a few days since we put Stride (LRN) on your radar, but the stock wasted no time soaring to all-time highs. 
LRN Performance YTD (Source: TradingView) Stride aced its earnings report this week, proving the “Collapse of College” mega-trend is going strong – and that it’s in pole position among the online learning competition. Revenue grew 17.8% year over year to $613.4 million, net income surged nearly 42.6%, and EBITDA was up nearly 40%. Overall enrollments gained 21%, driven by strength in its Career Learning segment, which grew 33.7%, right in line with the data we shared in Sunday’s TradeSmith Daily. All in all, it was a record quarter for Stride, deserving of the stock’s rally to record highs… and one you were ahead of, thanks to our forward-looking data. We’re still in the early innings of this trend – and excited to see what LRN can do from here. HIMS Delivers on a Promise “With more than 2.2 million subscribers, improving margins, and rising revenue per user, the market is sleeping on HIMS’ potential… This could be one of the most lucrative setups we’ve seen all year.” (April 13, TradeSmith Daily) Hims & Hers Health (HIMS) shares exploded ~30% this week after announcing a major partnership with GLP-1 maker, Novo Nordisk (NVO), that will give HIMS access to Wegovy-brand weight-loss injections. 
HIMS Performance 5D (Source: TradingView) This long-term collaboration directly confirms the strategic roadmap we outlined in TradeSmith Daily three short weeks ago. HIMS found a way to give its users access to the weight-loss treatments they wanted most. The company is executing exactly as anticipated – securing brand-name supply while scaling its broader consumer health care platform. A few analysts downgraded the stock this week, warning that revenue estimates for FY25 and FY26 may need to come down and citing growing competition from platforms like Eli Lilly’s (LLY) LillyDirect. But while the market focuses on short-term GLP-1 revenue fluctuations, we remain focused on the bigger picture. This company is building the most consumer-trusted telehealth brand in the country, with rising margins, growing subscription economics, and expanding reach across multiple health verticals. HIMS’ next catalyst is fast approaching, with its first-quarter report scheduled for tomorrow, May 5, after the market close. But while everyone else has to wait for those results to publish, you’ll be a step ahead, with LikeFolio’s Data Engine offering valuable clues on HIMS’ progress behind the scenes. For example, check out the digital demand chart below, which shows ForHers.com web traffic currently pacing +368% higher year over year – a marked acceleration from when we covered it last: 
If Hims & Hers reports strong results tomorrow, it could trigger another powerful move higher. On the flip side, if the stock drops, you could find your next buying opportunity. Now that’s a win-win. TSLA Optimism Is Back, Baby “The market is still underestimating Tesla’s execution. But the reality is unfolding faster than most realize. While its stock price takes a hit, this could be your opportunity to pounce.” (March 23, TradeSmith Daily) Tesla (TSLA) got the much-needed relief rally we were looking for to close out April – up 17% since we named it the “Best Bet for a Driverless Future” in March. 
TSLA Performance Since April 17 (Source: TradingView) Investors are finally catching up to what we’ve been saying all along, looking past weak first-quarter earnings results and focusing on the company’s long-term autonomy thesis. Tesla’s latest numbers were rough: Revenue fell 9% year over year to $21.3 billion, and earnings dropped 47%, with shrinking margins and falling deliveries weighing heavily on the quarter. But instead of selling off, TSLA’s stock surged. CEO Elon Musk reiterated plans to launch Tesla’s robotaxi service in Austin in June. Musk also said he’s stepping away from his White House advisory role to focus more fully on Tesla, a move interpreted as a renewed commitment to execution. The rally picked up momentum after the Trump administration announced a new regulatory framework aimed at accelerating autonomous vehicle deployment last Thursday. The changes streamline crash reporting and expand exemption programs, which removes obstacles for companies like Tesla pushing for commercial rollout. We see Tesla positioning itself to follow Apple’s (AAPL) blueprint, turning hardware into a recurring revenue platform. The Model Y refresh is slowing near-term deliveries, but it sets the stage for long-term monetization through software, autonomy, and services. Stay bullish – this is a long-term play on the future of autonomy. HOOD and SOFI Proves There’s Profits in Disruption “When Wall Street expects one thing but activity on Main Street is telling us another, this is where the upside becomes truly exceptional. And these two divergence opportunities are setting up for explosive profit potential…” (March 16, TradeSmith Daily) In March, we identified two financial services disruptors primed for a breakout: Robinhood Markets (HOOD) and SoFi Technologies (SOFI). Victims of a volatile market, their stock prices were down significantly, but LikeFolio data revealed a surge in consumer momentum happening in the background. This week, both companies reported earnings that proved our thesis right. HOOD’s latest earnings came in hot Wednesday afternoon: - Revenue surged 50% year over year to $927 million…
- Total platform assets gained as much as 70% year over year…
- Robinhood Gold members hit 3.2 million, exploding 90% from last year’s levels…
- Earnings more than doubled up to 37 cents per share…
- And net income was up a stunning 114% to $336 million.
Cryptocurrency-based transaction revenues doubled to $252 million, proving Robinhood trading remains resilient, even when Bitcoin prices are volatile. Wall Street was betting against Robinhood, but we saw the platform gaining momentum with consumers – LikeFolio data showed HOOD’s digital traffic up 50% year over year in January. Our take then: “With crypto-driven engagement still strong, IRA deposits rising, and international growth accelerating, this pullback looks like an entry point – not an exit signal.” It paid off. HOOD has gained more than 20% since we featured it in the March 16 issue of TradeSmith Daily. 
HOOD Performance Since March 14 (Source: TradingView) It was a similar story for SoFi: The rest of the market focused on headwinds, but we knew better – watching SOFI’s digital traffic hit all-time highs. We saw it as “a disruptor strengthening its balance sheet, rapidly scaling non-lending revenues, and drawing in record members to its platform.” And this week, SoFi delivered with record memberships (+34% year over year to 10.9 million), products (+35% year over year to 15.9 million), and fee-based revenues (+67% year over year to $315 million) – leading the fintech platform to raise its guidance for the year, even as other companies scale theirs back. Shares popped as high as $14.51 following its report on Wednesday, representing a 20% gain from when we made our call. 
SOFI Performance March 14 to April 29 Earnings (Source: TradingView) Like we told you then: When Wall Street expects one thing, but activity on Main Street is telling us another, the upside becomes truly exceptional. And these disruptors are just getting started. A New Name for Your Watchlist A little-known stock called Oddity Tech (ODD) ripped 40% higher this week on a blockbuster earnings report – one we saw coming. 
ODD Performance 5D (Source: TradingView) Some of you will recognize this name. We featured it as an “Alt-AI” play in February for LikeFolio followers, stating: “ODD is one to watch as it expertly leverages technology and consumer trends to improve its products, build growth, and deliver real results… Its next earnings aren’t until March, but we already anticipate a stellar report.” (February 7, LikeFolio Feature) But for those who are new to our universe, this may be the first time you’re hearing of it. So let me fill you in. Oddity is the “digital-first” company behind Il Makiage and SpoiledChild – two fast-growing beauty brands built entirely around personalized e-commerce. What makes this company unique is its tech backbone. Every product recommendation is driven by proprietary data and machine learning models trained on millions of customer inputs. That artificial intelligence (AI) engine gives Oddity the ability to launch products faster, retain customers longer, and scale globally without a physical footprint. This week’s first-quarter report proved its prowess. Shares jumped nearly 30% after the company posted a standout print raised full-year guidance across the board: - Revenue grew 27% to $268 million, beating expectations by $7 million. Repeat customers made up 82% of revenue.
- The company now expects full-year revenue to reach up to $798 million, and profit margins are expanding.
- Gross margin rose to 74.9%, up more than a full point from last year.
- Cash flow remains strong, with $87 million in free cash flow this quarter and no debt on the balance sheet.
Oddity is still a relatively new IPO – going public in July 2023. And with two new brands on the way, this may only be the beginning of its growth story. The company has another big release up its sleeve with “Brand 3,” a code name for its new direct-to-consumer telehealth platform focused on skin and body concerns. A soft launch is on track for the third quarter, with the full rollout to follow by year end. It will offer both prescription and over-the-counter (OTC) treatments for conditions like acne and eczema, which affect a large portion of Oddity’s user base. A mysterious “Brand 4” is on track to launch in 2026. On the geographic front, international expansion is gaining traction. The U.S. still accounts for about 80% of total revenue, but newer markets are showing strong early results, and management sees this as a major growth engine going forward. While most online retailers are on the defensive, Oddity is going on offense. CFO Lindsay Drucker Mann said the company has “no plans” to raise prices in response to tariffs and views any impact as manageable. Oddity primarily sources from Europe, with minimal exposure to China, where new U.S. tariffs have reached as high as 145% on some categories. Instead of scrambling to protect margins – or even refusing to give profit guidance altogether – Oddity raised its gross margin forecast for the year. This earnings report confirms everything we laid out earlier this year: strong digital demand, pricing power, a clear expansion roadmap, and a consumer base that keeps coming back. ODD is reaching all-time highs as I write this, but now is the time to add this stock to your watchlist. When it pulls back, you’ll be ready to pounce. The Bottom Line LRN, HIMS, TSLA, HOOD, SOFI, and ODD prove there are always profit opportunities to discover in individual companies when you have LikeFolio in your corner. And these quick wins are only a glimpse into the opportunities we’re delivering to our members right now. Imagine what you could do harnessing the full power of LikeFolio’s “edge” all year long: You would’ve had a shot at banking +128% on Light & Wonder (LNW), +211% on Palantir Technologies (PLTR), even +445% on Coinbase Global (COIN), all within the last year. Don’t miss out on the next big trade – go here now to learn how our consumer-driven stock system works and how you can get started today. We just issued a brand-new buy alert this week with double-your-money potential. Until next time, 
Andy Swan
Founder, LikeFolio | 
0 Response to "Finding the Oddity That’s Raising Profit Forecasts for 2025"
Post a Comment