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2026-10-25 10:45 • The Motley Fool Positive Axe Cap view: Selective

Neurocrine Biosciences generated $959 million in Q2 2026 revenue with 39% year-over-year growth. The company's flagship drug Ingrezza continues strong double-digit growth, while newer treatments Crenessity and Vykat XR are expanding rapidly. With late-stage clinical trials for depression and schizophrenia treatments expected in 2027, analysts project the company could reach $6-7 billion in annual revenue by 2031, though success depends on pipeline candidates and managing pricing pressures.

Axe note: Neurocrine’s rapid expansion looks promising, but South African investors should weigh currency risks and pipeline uncertainties.

2026-10-25 10:40 • The Motley Fool Positive Axe Cap view: Selective

Spotify reported Q3 2026 earnings with revenue of €5 billion (16% YoY growth) and 306 million premium subscribers (9% growth), but net income fell to €580 million from €1 billion year-over-year, missing analyst estimates. However, the stock surged nearly 4% as investors focused on strong operational metrics including record 33% gross margin, €823 million in free cash flow, and robust Q4 guidance. The analyst views Spotify as a buy despite a forward P/E of 52, citing its dominant market position and growth opportunities in audiobooks and AI-powered features.

Axe note: Spotify’s latest results show strong user and revenue growth despite a profit shortfall, making it an interesting watch from a global growth angle.

2026-10-25 10:40 • The Motley Fool Positive Axe Cap view: Selective

Broadcom has experienced exceptional growth driven by AI chip demand, with its semiconductor segment growing 88% year-over-year and the company maintaining strong profitability. However, the article cautions that such uninterrupted growth is historically rare, and investors should prepare for potential downturns similar to the dot-com bust. While analysts forecast continued strong revenue growth (66% in 2026, 64% in 2027), rising interest rates and industry cyclicality pose risks over the next five years.

Axe note: Broadcom’s rapid AI-driven growth is impressive but history warns against expecting smooth sailing.