Hot or Not, Stock Market Edition: 07/08/2025

Still catching up after the long weekend? Let’s get you up to speed: 

• HOT: Twilio (TWLO) has partnered with Google; Atlassian (TEAM) continues its “ragged” uptrend
• NOT: Lennar Corporation (NYSE: LEN) falls following a better-than-expected jobs report; what’s going on under the hood at Robinhood (HOOD)?

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

A note from our sponsors...
7 Stocks to Consider Immediately (must-see chart)   

Did you know McDonald's has a "green day"?   
 
Beginning on one particular date each year, the stock has a 93% history of soaring.   
 
This phenomenon occurs on 5,000 different stocks. It's a powerful new way to potentially double your money - by foreseeing the biggest stock jumps, TO THE DAY, with 83% backtested accuracy.   

See the green days for 7 major stocks right here, free of charge 

🔥 HOT: Platform as a service provider Twilio (NASDAQ: TWLO) gained 3.9% on Thursday, bringing its YTD return to 10.5%. The company is leaning hard into AI, integrating generative and predictive AI into multiple parts of its customer-facing business. The company is also partnered with Google, which gives it a major infrastructure and LLM advantage over its competition. Our research suggests that TWLO has a lot of room to grow, and we give the stock a B rating in Growth. We’re also impressed by the company’s Financials (B rating) and give it an overall Zen Rating of B and a Buy recommendation.

🥶 NOT: A better-than-expected jobs report sent shares of Lennar Corporation (NYSE: LEN) plunging on Thursday since good employment numbers reduce the odds that the Federal Reserve will lower interest rates. Lennar is a construction company and relies on low rates to drive demand for its services. The stock lost 4.2% on Thursday by 1 p.m., when the market closed for the Fourth of July holiday. We see difficult times ahead for Lennar and give LEN F ratings in both Growth and Sentiment. Momentum (D rating) is also not on its side, and its Financials are just ok (C rating). We give LEN a D Zen Rating and a Sell recommendation.

🔥 HOT: Shares of Atlassian (NASDAQ: TEAM) gained 3.3% during Thursday’s abridged trading session, continuing the ragged uptrend it's been in for the previous eight trading days. The software company is undervalued at the moment, in our opinion, and gets solid B ratings in our Growth, Sentiment, and Financials metrics. If you’re looking for some additional tech exposure but don’t want to pile into the overvalued and highly volatile usual suspects, TEAM deserves your attention. We give the stock a B Zen Rating and a Buy recommendation.

🥶 NOT: Robinhood (NASDAQ: HOOD) has been on a tear lately, gaining more than 200% since its low point back in April. But the stock lost 4.3% on Thursday after it missed out on joining the S&P 500 index, something some recent bullish investors were counting on to continue the rally. HOOD is not a bad stock, but we’re getting more concerned each week that the stock is overpriced. We give HOOD a D rating in Value and C ratings in Growth and Safety. The only positive metric is the B rating it gets in Momentum, which could easily fall by the wayside now that the stock failed to gain a place in the S&P 500. Our opinion is mixed on HOOD right now, and we give it a C Zen Rating and a Hold recommendation.

What to Do Next?

• 9 Special Stock Lists You Need Now >
• See All “A” Rated Stocks with +32.52% Average Annual Return >
• 2 New Stocks to Buy from Steve Reitmeister >

Want to get in touch? Email us at news@wallstreetzen.com.