Hot or Not, Stock Market Edition: 07/15/2025

The week is young, but these stocks are already making moves: 

• Hot: Leonardo DRS (DRS) gets a prominent price target upgrade; a potential buy the dip opportunity for Vertiv Holdings (VRT)
• Not: CoreWeave (CRWV) dips after a historic run-up; IonQ, Inc. (IONQ) drops on insider selling news

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

🔥 HOT: U.S. defense contractor Leonardo DRS (NASDAQ: DRS) gained 2.9% on Friday after Truist updated its price target for the stock to $51 per share from $45 per share and reiterated its Buy rating. We are similarly bullish on DRS and give the stock A ratings in Momentum, Safety, and Sentiment. The stock’s Financial rating of C and modest B rating in Growth hold it back from getting an overall A rating, however. We give DRS a B Zen Rating and a Buy recommendation and expect more solid performance through the end of the year.

🥶 NOT: CoreWeave (NASDAQ: CRWV) lost an even 9.0% on Friday as it continues to plummet after a historic run-up. The stock gained a staggering 370% between its IPO on March 28th of this year and June 20th, but it’s now dropped 31% in less than a month. Part of the drop may be due to short-term traders exiting profitable positions, but the market is also trying to decide whether the company’s fundamentals warrant such a high valuation. As for our opinion: we’re not buying it. Literally. Our research gives CRWV an F rating in Sentiment and D ratings in Financials and Safety. We think the stock has more room to fall before it reaches its fair value, so we give it a D Zen Rating and a Sell recommendation.

🔥 HOT: After a tumultuous Thursday that saw shares of Vertiv Holdings (NYSE: VRT) down 6.0% due to concerns over Amazon’s new liquid-cooled AI server product, VRT was up 2.1% on news that the company was more likely to collaborate with Amazon than compete with it. Vertiv specializes in advanced cooling for high-performance computers but is not large enough to compete with Amazon directly. The good news for VRT shareholders is that the stock will likely undergo serious growth if it does contract with Amazon to integrate its products into Amazon’s data centers. While no one knows for sure what the future holds, we’re confident enough in VRT’s Growth and Financials to give the stock an A Zen Rating and a Strong Buy recommendation.

🥶 NOT: IonQ, Inc. (NYSE: IONQ) lost 8.9% after an SEC filing revealed that the company’s CFO, Thomas G. Kramer, sold more than 40,000 shares worth more than $2 million. The stock started the year strong but was hit hard by the tariff pullback in February and now sits up just 1.3% YTD. We see a bleak outlook for IonQ and feel that the company is currently overvalued. Our analysis gives IONQ F ratings in Value and Financials, a deadly combo that should scare away all but the most confident investors. Quantum computing may well be a big industry in the future, but we’re not convinced IonQ is the company to bring us there. We give IONQ a D Zen Rating and a Sell 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.