Hot or Not, Stock Market Edition: 07/11/2025

What’s trending in the market right now? These stocks are making moves: 

• HOT: Astera Labs (ALAB) jumps before earnings; Tapestry’s (TPR) excellent year continues.
• NOT: Bad news for Alibaba Group (BABA); Mobileye Global (MBLY) takes a nosedive

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

🔥 HOT: Shares of Astera Labs (NASDAQ: ALAB) rose by 8.2% on Wednesday as investors continue to reshuffle their positions ahead of the company’s earnings call scheduled for next month. A series of SEC filings revealed that hedge funds like Pacific Point Advisors and US Bancorp DE have been increasing their holdings in ALAB for some time, which has created a small positive feedback loop and instigated more buying. Our research puts ALAB just outside the top ten semiconductor spots at number 11, with B ratings in Sentiment and Financials but a D rating in Safety. Overall, we’re bullish on ALAB on mid and long timeframes, so we give the stock a B Zen Rating and a Buy recommendation.

🥶 NOT: Mobileye Global (NASDAQ: MBLY) took a nosedive on Wednesday after Intel announced that it was selling $900 million worth of MBLY to raise cash. MBLY wasn’t having a great year even before Wednesday’s drop, but now it sits down 13.4% and will have to fight against negative Sentiment going forward. The only bright spot for MBLY right now is that it scores a solid A rating in Growth. The stock has been trading choppily all year, and we expect this news to make things even less certain. For now, we give MBLY a C Zen Rating and a Hold recommendation.

🔥 HOT: Tapestry (NYSE: TPR) has had a great year so far, gaining 45.3% YTD after a run of 25% over the last month and a half. The company’s success is largely due to its ability to create a consistent customer experience in its stores and online, a technique it's calling omnichannel marketing. Whatever you call it, it’s working, and we anticipate that it will continue to keep TPR ahead of its competitors in the luxury goods industry. Our analysis gives the company an outstanding A rating in Sentiment and solid B ratings in Safety and Financials. Despite the stock’s strong run through the first half of 2025, we expect more of the same to come and give TPR an A Zen Rating and a Strong Buy recommendation.

🥶 NOT: Shares of Alibaba Group (NYSE: BABA) lost 3.9% on Wednesday after Morgan Stanley cut its price target for the stock to $150 per share. The stock is still a little over a month out from earnings, but speculators are already trying to fine-tune their positions to take advantage of any perceived mispricings. We think the stock may still have some room to drop before earnings due to poor Sentiment and increased volatility keeping some investors on the sidelines. BABA gets D ratings in Safety and Sentiment and C ratings in Growth, Momentum, and Financials. Its only saving grace is the B rating it gets in Value, but that’s more a reflection of its downward momentum than anything else. Right now, we give BABA a C Zen Rating and a Hold recommendation.

What to Do Next?

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