Hot or Not, Stock Market Edition: 05/01/2025

Here’s what’s sizzling and what’s fizzling in the market right now:

• HOT: Crown Holdings (NYSE: CCK) gets the royal treatment after better-than-expected guidance; Okta (NASDAQ: OKTA) gets an index upgrade
• NOT: Breaking down Regeneron’s (NASDAQ: REGN) recent derailment; NXP Semiconductors (NASDAQ: NXPI) drops on declining income

P.S. For more stocks making moves, check out our new Zen Ratings Upgrades & Downgrades screener.

🔥 HOT: Shares of cybersecurity company Okta (NASDAQ: OKTA) gained 7.4% on Tuesday ahead of it replacing Berry Global in the S&P MidCap 400 index. The listing will require funds that track the MidCap index to purchase an estimated 18.4 million shares of Okta. On longer time horizons, we see a lot of potential for Okta to outpace its competitors, earning it an A Growth rating. Sentiment surrounding Okta is also trending upward, which may help convince buyers looking to join in the overall market recovery. Okta receives a Zen Rating of B and a Buy recommendation.

🥶 NOT: The FDA derailed Regeneron’s (NASDAQ: REGN) recent 17% recovery on Tuesday by denying approval for Eylea HD over supply concerns. As if that wasn’t enough bad news, Regeneron’s first-quarter earnings report was full of disappointing numbers. The company’s first-quarter EPS was 4.7% short of consensus estimates, and its revenue was $219 million below Wall Street’s predictions. Our research gives the company an A rating for Value but a D for Momentum and Cs in Growth and Sentiment. It’s been a tough year for REGN so far, and we give the stock a C Zen Rating and a Hold recommendation.

🔥 HOT: Floridian food and beverage can manufacturer Crown Holdings (NYSE: CCK) gained 8.0% on Tuesday after issuing stronger-than-expected guidance at its quarterly shareholders meeting. Crown Holdings’ CEO Tim Donahue says that the company expects limited supply in the U.S. and Europe to drive prices up and drive sales. The company reported strong earnings, beating Wall Street’s EPS projections by 35.1% and revenue estimates by $68.5 million. We see a lot of upside for CCK in the near term, as it scores well in Growth and Financials. We give CCK a B Zen Rating and a Buy recommendation.

🥶 NOT: NXP Semiconductors (NASDAQ: NXPI) lost 6.9% on Tuesday after its earnings report showed declining income. The company’s EPS and revenue both exceeded analysts’ expectations, but its revenue fell from $3.13 billion in the first quarter of 2024 to $2.84 billion this past quarter. Our analysis shows that NXPI gets solid B ratings in Value and Financials, but its recent Momentum (D) and Growth (F) are not doing it any favors. Tariff-related uncertainty has been hitting semiconductor stocks harder than the broader market, so we give NXPI a C Zen Rating and a Hold recommendation for now.

What to Do Next?

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