Twist Bioscience (TWST: NASDAQ)

Twist Biosciences, a leader in the manufacture and sale of synthetic DNA-based products, is poised for substantial growth with its latest innovation, the Express Genes service. This new gene synthesis service offers a quick turnaround time of five to seven business days, delivering NGS-verified clonally perfect genes at an unprecedented scale. This breakthrough is expected to strengthen Twist’s existing market position and further establish its dominance.

The company anticipates an impressive compound annual growth rate (CAGR) of over 28% through 2025, supported by a vast customer base of over 3,300 across various industries. Twist is also targeting multiple large addressable markets, which are capable of sustaining revenue growth for the foreseeable future. If this growth rate is achieved, a significant surge in the company’s stock price is likely.

Given these positive developments, we are bullish on TWST above $41.00-$42.00, with an upside target of $76.00-$78.00.

Bread Financial Holdings (BFH: NYSE)

Bread Financial Holdings (BFH), known for its tech-forward payment and lending solutions, is receiving positive investor attention following the management’s introduction of a medium-term return on average tangible common equity (ROTCE) target in the low-to-mid 20% range. This target reflects management’s confidence in the company’s business model and has been well received by investors.

Analysts have highlighted that the strengthening ROTCE trajectory and peaking credit losses are likely to limit any incremental downside to the stock’s valuation. This implies that BFH is expected to see a rise in valuation multiples, which will drive the stock price higher as these factors are priced in by the market.

The company’s management has provided a positive outlook in its latest earnings release, citing expectations of improved credit sales performance supported by robust consumer spending. As credit sales grow, average loans are likely to increase, further bolstered by new partner additions and holiday spending. These factors suggest a strong future performance for BFH.

Given these favorable developments, we are bullish on BFH above $37.00-$38.00, with an upside target of $56.00-$58.00.

Polkadot (DOTUSDT)

Polkadot (DOT) has experienced a notable price surge starting from a crucial support level around $5.5. This increase has been fueled by aggressive long positions in the perpetual markets, driving DOT towards a significant resistance region. This resistance zone is characterized by the upper boundary of a multi-month wedge pattern at $6.49 and a static resistance area around $6.4.

Historically acting as a significant demand zone, this area now serves as a substantial barrier that is likely to exert notable selling pressure as the price approaches from below. Consequently, a period of sideways consolidation is anticipated in the short term before DOT attempts to break through this resistance. This consolidation phase is crucial for establishing a solid base and gathering momentum for a potential breakout.