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Today's Bonus Content 3 Stocks Positioned to Win With Strong Recurring Revenue StreamsWritten by Nathan Reiff. Published 9/15/2025. 
Key Points - One way that a firm can demonstrate resilience in the face of a weakening economy is through strong recurring revenue, often derived from subscription services or long-term contracts.
- Streaming giant Roku dominates in subscriptions, while First Solar balances commercial sales with recurring maintenance and service contracts.
- Wingstop's franchise model ensures steady royalty and franchise fees.
As economic uncertainty mounts—highlighted by a weak August jobs report and a slight uptick in unemployment—investors may increasingly favor stocks they view as resilient amid market volatility. Companies can derive stability from various sources: a dominant market share, unique products that buffer them from external shocks, or by operating in defensive sectors less sensitive to economic swings. While Wall Street focused on Tesla's earnings, Elon Musk was quietly building a supercomputer so powerful it could transform warfare, robotics, and the global economy. But you don't need to buy Tesla or wait for xAI to IPO to benefit.
One overlooked public company is supplying the critical tech behind Musk's AI push — and it trades for a fraction of Nvidia's price. Hedge funds are already loading up, but most investors haven't noticed yet. See the full details on this "backdoor" Musk bet here Recurring revenue—often overlooked—can help firms remain strong even in slower economic conditions. Revenue from long‐term contracts, subscriptions, or service agreements signals a loyal customer base that may hold steady even when budgets tighten. Amazon Partnership, Revenue Growth and Increased Streaming Hours Boost Roku's Profile Streaming hardware and platform provider Roku Inc. (NASDAQ: ROKU) has retreated from its pandemic highs, yet shares are still up 29% year‐to‐date. Streaming services continue to evolve, with 83% of U.S. adults using them—and many subscribing to multiple platforms simultaneously. Roku's interface simplifies managing various subscriptions from a single menu, serving over 90 million households. Advertisers value the reach it provides. Roku's recent ad‐sharing agreement with Amazon (NASDAQ: AMZN) should further enhance its advertiser appeal. Combined with robust platform revenue growth—the company's key recurring stream—this deal underscores Roku's stability. In the latest quarter, platform revenue rose 18% year‐over‐year, driven by an 80% increase in streaming hours. Analysts remain positive on ROKU shares, with 21 of 28 rating it a Buy, and short interest has plunged over 30% in the past month. Dominant Solar Player Poised to Weather Regulatory Headwinds Solar power system and component provider First Solar Inc. (NASDAQ: FSLR) faces both opportunity and challenge. While clean energy firms contend with shifting regulations and U.S. tariffs, First Solar's scale and technology leadership give it a distinct advantage. Key strengths include its technological dominance and higher margins. Although much of its revenue comes from one‐time sales of panels and hardware to large‐scale operators, recurring revenue from service and maintenance agreements is growing. The company fosters loyalty by focusing on commercial clients rather than the residential market. According to the firm's latest earnings report, its backlog remains among the largest in the industry, and it continues expanding domestic production capacity. Its U.S. manufacturing footprint also buffers it from tariff risks. Out of 28 analysts, 24 rate FSLR as a Buy. Franchise Model Drives Recurring Revenue for Wingstop Although fast‐food chains are seldom associated with recurring revenue, Wingstop Inc. (NASDAQ: WING) relies heavily on franchise royalties. By the end of Q2 2025, 84% of its domestic outlets were operated by franchisees. Royalty and franchise fees grew year‐over‐year, even as domestic same‐store sales dipped slightly. Wingstop's smart‐kitchen rollout—now in over 1,000 locations—has cut ticket times and improved customer satisfaction. Additionally, relaunching a popular chicken tenders item tripled guest counts among new and reactivated customers. Of 29 analysts, 24 rate WING shares a Buy, with consensus upside potential of 39% to a target price of $380.52.
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