Top Earnings Acceleration Stocks for 2H25
Introduction & Brief Overview
As we step into the second half of 2025, Indian investors are increasingly looking beyond domestic markets to diversify their portfolios. One strategy gaining traction is investing in earnings acceleration stocks—companies that are not just growing but accelerating their earnings at an increasing rate. These stocks often signal strong momentum and can lead to significant stock price appreciation as the market catches up to their performance. In this comprehensive guide, we’ll explore the top earnings acceleration stocks for 2H25, as highlighted by recent market analysis, and provide actionable insights for Indian investors. Whether you’re a seasoned investor like Mumbai’s Rajesh Sharma or a beginner like Priya from Bengaluru, this post will help you navigate these opportunities with confidence.
What is Earnings Acceleration?
Earnings acceleration occurs when a company’s earnings per share (EPS) growth rate increases over consecutive quarters. For instance, if a company’s EPS grows by 5% in Q1, 10% in Q2, and 15% in Q3, it demonstrates earnings acceleration. This metric is crucial because it indicates not just profitability but improving profitability, often driven by factors like operational efficiency, market expansion, or innovative products. According to financial research, stocks with accelerating earnings tend to outperform as investors recognize their growth potential before it’s fully reflected in the stock price. For Indian investors, understanding this concept can unlock opportunities in both global and domestic markets.
Top Earnings Acceleration Stocks for the Second Half of 2025
Based on recent market analysis and their strong Q1 and Q2 2025 performances, three US-based companies stand out for their accelerating earnings in the second half of 2025: Y ext., Inc. (YEXT), Agenus Inc. (AGEN), and NCR Voyix Corporation (VYX). Below, we dive into each company’s profile, recent performance, and future outlook.
1. Yext, Inc. (YEXT)
Recent Performance: Y ext. has shown strong earnings acceleration, with its EPS growth rate increasing quarter-over-quarter. As of July 9, 2025, its market cap stands at $1.01 billion, with a year-to-date return of 27.59%, significantly outperforming the S&P 500’s 6.72% over the same period. The company’s focus on digital transformation and robust customer retention strategies have driven this impressive growth.
Future Outlook: next earnings report is scheduled for August 6, 2025. Analysts expect continued growth, fueled by its innovative products like Y ext. Scout and increasing demand for comprehensive digital visibility solutions.
2. Agenus Inc. (AGEN)
Overview: Agenus is a Massachusetts-based biotechnology company developing therapies to activate the immune system against cancer and infections. Its pipeline includes promising drugs like Balstilimab and AGEN1181, which are currently in various stages of clinical trials.
Recent Performance: Agenus has demonstrated robust earnings acceleration, with its EPS growth rate improving sequentially. As of July 9, 2025, its market cap is $142.02 million, with a remarkable year-to-date return of 96.35%. While its five-year return is -92.77% (reflecting the inherent volatility of the biotech sector), the recent acceleration signals a potential turning point.
Future Outlook: Agenus’s next earnings date is August 11, 2025. With ongoing positive clinical trial outcomes and strategic partnerships with major players like Bristol-Myers Squibb, Agenus is well-positioned for significant growth in the healthcare sector.
3. NCR Voy ix Corporation (VYX)
Overview: NCR Voy ix, based in Atlanta, provides digital commerce solutions for retail and restaurant industries. Their offerings include cutting-edge POS software, essential hardware terminals, and efficient payment processing services.
Recent Performance: NCR V onyx has shown accelerating earnings, primarily driven by its successful strategic shift toward high-margin software and services. As of July 9, 2025, its market cap is $1.84 billion, with a year-to-date return of -2.10%. Despite a slight negative YTD, its strong foundational shift to digital solutions suggests considerable potential for recovery and growth.
Future Outlook: While the exact earnings date is currently unavailable, NCR V onyx’s strong and expanding position in the digital commerce space, coupled with recent operational improvements, makes it a compelling pick for 2H25.
Earnings acceleration is a powerful indicator for investors because it highlights companies with improving fundamentals. Unlike steady earnings growth, which may already be priced into a stock’s value, accelerating earnings suggest untapped potential. Research indicates that stocks with this characteristic often see significant price appreciation as investors recognize their growth trajectory. For Indian investors, these stocks offer a chance to diversify into global markets, reducing reliance on domestic economic cycles. For example, investing in a company like Y ext. can provide exposure to the global digital transformation trend, which is also highly relevant in India’s rapidly digitizing economy.
Risks of Investing in Earnings Acceleration Stocks
While earnings acceleration is promising, it comes with risks. Not all companies sustain their growth momentum, and external factors like market volatility, regulatory changes, or competitive pressures can impact performance. For instance, Agenus operates in the volatile biotech sector, where clinical trial outcomes can significantly affect stock prices. Additionally, macroeconomic factors, such as interest rate changes or global economic slowdowns, can influence these stocks. Indian investors should also consider currency risk when investing in US stocks, as exchange rate fluctuations can significantly affect overall returns. To mitigate these risks, diversify your portfolio and conduct thorough research before making any investment decisions.
Accessing These Stocks from India
Indian investors can easily invest in US stocks like YEXT, AGEN, and VYX through platforms designed for international trading. Popular and reliable options include:
IN money: Offers fractional investing, allowing you to buy as little as ₹100 worth of US stocks, making it accessible for all budgets.
Angel One: Provides seamless access to US markets with a simple account setup and KYC process.
Grow: Facilitates US stock investments with low fees and user-friendly tools, ideal for beginners.
Vested: Allows investments starting at just $1, perfect for those new to international investing.
These platforms comply with the Reserve Bank of India’s Liberalized Remittance Scheme (LRS), which permits Indian residents to invest up to $250,000 per financial year in foreign markets. To get started, simply open an account, complete KYC verification, fund your account in US dollars, and place your buy order. Always monitor your investments and stay updated on market trends to make informed decisions.
Finding Indian Stocks with Earnings Acceleration
While US stocks offer exciting diversification, Indian investors can also look for domestic companies demonstrating earnings acceleration. To identify such stocks:
Analyze EPS Growth: Check for companies with consistently increasing quarter-over-quarter EPS growth rates. For example, a company with EPS growth of 5% in Q1, 10% in Q2, and 15% in Q3 clearly shows acceleration.
Use Stock Screeners: Platforms like Money control (www.moneycontrol.com) and Economic Times (economictimes.indiatimes.com) offer robust stock screeners to filter companies by EPS growth, among other metrics.
Monitor Earnings Reports: Regularly review quarterly results and investor presentations to spot companies with improving profitability trends.
Check Analyst Reports: Look for positive revisions in earnings estimates by financial analysts, as these often indicate future acceleration potential.
Sectors like technology, healthcare, and consumer goods are particularly promising in India due to rising digital adoption and a growing middle class. For instance, companies like Infosys and Tata Consultancy Services (TCS) have historically shown strong earnings growth, and investors can use similar metrics to identify new opportunities within these dynamic sectors.
Real-Life Examples (Indian Context)
To make earnings acceleration relatable, consider how some Indian companies have demonstrated this trend in the past:
Infosys Ltd.: During periods of high demand for IT services and successful large deal wins, Infosys has shown accelerating EPS growth, driven by global digital transformation projects. Investors who identified this trend early benefited significantly.
Tata Consultancy Services (TCS): TCS's consistent and accelerating EPS growth during India’s digital boom and global IT outsourcing trends made it a favorite among investors, showcasing how robust earnings acceleration can drive sustained stock performance.
While specific Indian stocks with earnings acceleration for 2H25 require real-time data analysis, applying the same principles and using financial tools will help investors identify promising domestic candidates.
Actionable Guide: How to Invest in Earnings Acceleration Stocks
Here’s a simple, step-by-step guide for Indian investors looking to tap into US earnings acceleration stocks:
Choose a Platform: Select a reliable broker like IND money, Angel One, Grow, or Vested that offers US stock trading.
Open an Account: Complete the quick and secure KYC verification process, which typically takes only a few hours.
Fund Your Account: Deposit funds in US dollars through authorized remittance services. Remember the 5% TCS (Tax Collected at Source) on remittances above ₹7 lakh under LRS.
Research Stocks: Thoroughly analyze financials, industry trends, and analyst reports for potential picks like YEXT, AGEN, and VYX.
Place Your Order: Buy whole or fractional shares based on your investment budget and strategy.
Monitor Investments: Regularly review your portfolio, stay informed about company news, and track broader market conditions to make timely adjustments.
FAQs
What is earnings acceleration?
Earnings acceleration is when a company’s EPS growth rate increases over consecutive quarters, indicating improving profitability and potential for significant stock price growth.
How can I identify stocks with earnings acceleration?
Look for companies with increasing quarter-over-quarter EPS growth rates using stock screeners on platforms like Money control or Economic Times, and by reviewing their quarterly earnings reports.
Can Indian investors buy US stocks?
Yes, platforms like IN money, Angel One, grow w, and Vested allow Indian investors to easily buy US stocks, complying with RBI regulations under the LRS.
What are the risks of investing in earnings acceleration stocks?
Risks include market volatility, sector-specific challenges (like in biotech), and currency fluctuations for US stocks. Diversification and thorough research are crucial for managing these risks.
How can I diversify my portfolio with global stocks?
Investing in US stocks through international trading platforms to diversify their portfolios geographically and tap into global growth opportunities beyond domestic markets.
Conclusion + Key Takeaways
Earnings acceleration stocks offer a compelling opportunity for Indian investors looking to boost their portfolios in 2H25. Companies like Yext, Agenus, and NCR Voyix are showing strong momentum, making them attractive picks. Indian investors can access these stocks through user-friendly platforms, while also exploring domestic stocks with similar characteristics. However, thorough research and diversification are crucial to navigate the inherent risks. By staying informed and leveraging the right financial tools, you can unlock the significant potential of earnings acceleration for your investment journey.
Key Takeaways:
Earnings acceleration signals strong growth potential, often leading to stock price appreciation.
Yet, Agenus, and NCR Voi x are top US picks for 2H25, easily accessible to Indian investors.
Use platforms like IND money and Angel One to invest in US stocks.
Identify Indian stocks with earnings acceleration using stock screeners and earnings reports.
Diversify and research your investments to manage risks effectively.
Call-to-Action
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Citations:
Market data and company performance metrics as of July 9, 2025.
Financial research and analyst insights from publicly available financial news sources.
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