Acne Serum Maker Cleans Up 100% Gains

Author

Adam Garcia
April 23, 2025

A tobacco giant’s smoke-free shift is lifting its earnings, a telecom major is dialing in steady subscriber growth and strong broadband gains, and a healthcare microcap is surging 100%+ after a major UK retail launch. Here’s what’s moving the markets today.

Energy Sector Watch (Sponsored)

On Behalf of Azincourt Energy Corp

Uranium has doubled since 2020.

Saskatchewan’s uranium sales just hit $2.6 billion, up 62% year-over-year.

Now layer on the global demand curve:

  • 30+ countries pledging to triple nuclear capacity

  • AI data centers expected to use 12% of US electricity by 2028

  • Germany reversing course and returning to nuclear

The setup is here.

And one company has plans to drill in the heart of it all: Canada’s Athabasca Basin.

With early uranium hits, expanding alteration zones, and proximity to NexGen and Cameco, this could be the next name to watch in the sector.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Futures 📈

What to Watch

Earnings:

  • ServiceNow, Inc. [NOW]: Aftermarket

  • Texas Instruments Incorporated [TXN]: Aftermarket

  • International Business Machines Corporation [IBM]: Aftermarket

Economic Reports:

  • Chicago Fed President Austan Goolsbee's opening remarks at 9:00 am

  • St. Louis Fed President Alberton Musalem and Fed Governor Christopher Waller will speak at 9:30 am

  • S&P flash U.S. services PMI [April]: 9:45 am

  • S&P flash U.S. manufacturing PMI [April]: 9:45 am

  • New home sales [March]: 10:00 am

  • Fed Beige Book: 2:00 pm

  • Atlanta Fed President Bostic will speak at 7:40 pm

  • Cleveland Fed President Beth Hammack will speak at 6:30 pm

Sustainable Air Travel (Sponsored)

The electric aviation market is just taking off, and this company is at the forefront.

With significant revenue and strategic partnerships, this stock is poised to make a big impact.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Tobacco

Philip Morris Lifts Outlook as Smoke-Free Sales Drive Q1 Beat

Philip Morris International (NYSE: PM) reported strong first-quarter 2025 results today morning, driven by impressive growth in its smoke-free product portfolio and continued gains across key international markets.

The company posted diluted earnings per share of $1.72, marking a 24.6% increase from the same period last year.

Adjusted EPS is up 12.7% to $1.69, and 17.3% excluding currency impacts.

Net revenue is at $9.3 billion, up by 5.8%, and organic revenue is up by 10.2%. Gross profit climbed 11.8% to $6.3 billion, with organic growth hitting 16%.

Smoke-free products account for 42% of PMI’s total revenue and 44% of gross profit, as demand for IQOS devices continued to grow, particularly in Japan and Europe.

Shipment volumes of smoke-free products rose 14.4%, while e-vapor volumes more than doubled, led by strength in Europe. In the U.S., ZYN nicotine pouches boosted oral smoke-free volumes by 27.2%.

CEO Jacek Olczak expressed confidence in PMI’s transition toward a smoke-free future and highlighted organic growth in smoke-free net revenue and profit—up over 20% and 33%, respectively.

PMI also raised its full-year adjusted EPS forecast to a range of $7.01 to $7.14, representing a projected increase of 10.5% to 12.5% on an organic basis.

The company reaffirmed its dividend of $1.35 per share and confirmed it will retain its U.S. cigar business following a strategic review.

Telecom

AT&T Tops Revenue Forecast, Reaffirms Full-Year Guidance

AT&T (NYSE: T) shares are up nearly 4% in premarket trading Wednesday after delivering first-quarter results that surpassed Wall Street expectations for both revenue and subscriber growth.

The company reported adjusted earnings per share of $0.51 on revenue of $30.63 billion, marking a 2% year-over-year increase.

While the EPS slightly missed the $0.52 consensus estimate, revenue exceeded projections of $30.34 billion.

AT&T added 324,000 net postpaid phone subscribers, outpacing the anticipated 252,800.

It also signed up 261,000 new AT&T Fiber internet customers—just below the 264,300 forecasted by analysts.

These numbers underscore continued strength in both its wireless and broadband segments despite a highly competitive market.

CEO John Stankey reiterated confidence in the company’s 2025 strategy, stating that its core business remains resilient and aligned with its long-term financial roadmap.

AT&T maintained its full-year guidance, which includes low single-digit service revenue growth, at least 3% adjusted EBITDA growth, and adjusted EPS in the range of $1.97 to $2.07.

With solid customer additions and stable financials, AT&T appears well-positioned to navigate ongoing market challenges and sustain momentum through the rest of the year.

AI-Powered Aviation (Sponsored)

If you're searching for the next opportunity, this aviation player is quietly making moves in the industry.

No guarantees, but when the right elements come together, we’ve seen how momentum can take off for other companies before.

The Timing is Everything.

One of the biggest game-changers? A strategic agreement with Palantir Technologies(1) to develop an AI-driven operating system designed to revolutionize the advanced air mobility industry.

Aviation has been slow to embrace AI, but this company is working on real, data-driven software that could revolutionize regional air travel.

Insiders Are Betting on It.

Board members have increased their holdings.

Analysts across multiple platforms are calling this a company to watch

Appreciate you tuning in—potential disruptors like this don’t come around often.

Stay sharp, stay informed, and take the next step to uncover the full details.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Drug Development

Thermo Fisher Surges on Q1 Beat and $4.1B Deal with Solventum

Thermo Fisher Scientific (NYSE: TMO) shares are up 3.5% in premarket trading today after the company reported first-quarter results that outperformed analyst estimates and announced a major acquisition.

For the quarter ended March 29, the life sciences giant delivered adjusted earnings per share of $5.15, edging past the expected $5.11.

Revenue totaled $10.36 billion, slightly ahead of the $10.23 billion forecast and just above the $10.34 billion recorded in the same quarter a year ago.

Organic revenue rose 1% year-over-year, while GAAP diluted EPS jumped 15% to $3.98. Adjusted EPS also ticked up 1% compared to one year ago.

In a strategic move to expand its capabilities, Thermo Fisher revealed it has agreed to acquire Solventum’s Purification & Filtration Business for $4.1 billion in cash.

The acquisition is expected to strengthen Thermo Fisher’s presence in the bioproduction space.

Additionally, the company returned capital to shareholders with a $2 billion stock buyback and a 10% dividend increase during the quarter—signals of strong cash flow and confidence in future performance.

With both financial metrics and M&A activity reinforcing growth momentum, Thermo Fisher remains firmly positioned as a key player in the healthcare and scientific instrumentation market heading into the remainder of 2025.

Movers and Shakers

Sonoma Pharmaceuticals, Inc. [SNOA] - Last Close: $2.33

​Sonoma Pharmaceuticals is a global healthcare company.

Its stock is surging 118% in premarket trading after announcing that its HOCl-based acne products, including a toner and balancing serum, will be sold through a prominent UK pharmacy chain with over 1,200 stores.

My Take: Sonoma’s strategic entry into the UK enhances its international footprint and revenue potential. However, the firm has been struggling with profitability and its shares are down 14% YTD, so keep this on your wait and watch list for now.

Pegasystems Inc. [PEGA] - Last Close: $67.86

Pegasystems Inc. is a leader in AI-powered workflow automation and customer engagement software. Its shares are soaring 27%+ in premarket trading after the company reported Q1 2025 results that significantly exceeded expectations.

Adjusted earnings per share came in at $1.53, beating the consensus estimate of $0.49, while revenue rose 44% year-over-year to $475.63 million, surpassing forecasts of $356.6 million.

My Take: Pegasystems' impressive Q1 results highlight its successful transition to a SaaS model and growing adoption of its cloud services. With continued innovation in AI, the company is well-positioned for sustained growth. Keep this stock on your radar.

Vertiv Holdings, LLC [VRT] - Last Close: $71.82

Vertiv Holdings specializes in power, cooling, and IT management solutions for data centers and edge computing. Shares of Vertiv are up 18% in premarket trading after it posted strong Q1 earnings.

Adjusted EPS came in at $0.64, beating the $0.61 estimate, while revenue climbed 24% year-over-year to $2.04 billion—well above the $1.94 billion forecast.

My Take: With AI fueling demand for high-performance data centers, Vertiv is well-positioned for long-term growth. Keep a close eye on this stock.

Uranium Bull Market (Sponsored)

On Behalf of Azincourt Energy Corp

In 2018, UEC was a forgotten uranium stock trading for just $0.60.

Five years later? It had exploded into a $3.11 billion juggernaut.

That’s the power of timing the uranium cycle.

But this time, the fuel behind it is different:

And right now, a tiny uranium explorer in Canada’s Athabasca Basin is sitting on drill-ready projects… just like UEC once was.

The opportunity is hiding in plain sight.

History doesn’t repeat, but in uranium… it often rhymes.

*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.

Everything Else

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

Click here to get our daily newsletter straight to your cell for free.

P.S. Just like this newsletter, it's 100% free*, and you can stop at any time by replying STOP.

*Standard message/carrier rates may apply.

Legal Stuff: Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website, which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside these emails.