The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.
Even among high-growth companies, some are struggling, which is why we built StockStory - to help you separate winners from losers. Keeping that in mind, here are two Nasdaq 100 stocks that could lead the market and one that may face some trouble.
One stock to sell:
Intuit (INTU)
Market cap: $94.83 billion
Originally named after its founding product "Intuitive for the first-time user," Intuit (NASDAQ: INTU) provides financial management software and services including TurboTax, QuickBooks, Credit Karma, and Mailchimp to help consumers and small businesses manage their finances.
Why Are We Wary of INTU?
- Average billings growth of 14.2% over the last year was subpar, suggesting it struggled to push its software and might have to lower prices to stimulate demand
- Estimated sales growth of 9.1% for the next 12 months implies demand will slow from its two-year trend
- Operating margin improvement of 1.3 percentage points over the last year demonstrates its ability to scale efficiently
Intuit’s stock price of $353.50 implies a valuation ratio of 4.1x forward price-to-sales. Dive into our free research report to see why there are better opportunities than INTU.
Two stocks to watch:
Airbnb (ABNB)
Market cap: $100.3 billion
Founded by Brian Chesky and Joe Gebbia in their San Francisco apartment, Airbnb (NASDAQ: ABNB) is the world’s largest online marketplace for lodging, primarily homestays.
Why Is ABNB Interesting?
- Has the opportunity to boost monetization through new features and premium offerings as its nights and experiences booked have grown by 10.2% annually over the last two years
- Excellent EBITDA margin of 36.1% highlights the efficiency of its business model
- Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends
Airbnb is trading at $188.91 per share, or 16.7x forward EV/EBITDA. Is now a good time to buy? Find out in our full research report, it’s free.
Ross Stores (ROST)
Market cap: $75.14 billion
Selling excess inventory or overstocked items from other retailers, Ross Stores (NASDAQ: ROST) is an off-price concept that sells apparel and other goods at prices much lower than department stores.
Why Will ROST Outperform?
- Same-store sales growth lends it the confidence to gradually expand its store base so it can reach more customers
- Brick-and-mortar locations are witnessing elevated demand as their same-store sales growth averaged 6.1% over the past two years
- ROIC punches in at 30.6%, illustrating management’s expertise in identifying profitable investments, and its returns are growing as it capitalizes on even better market opportunities
At $235.34 per share, Ross Stores trades at 28.8x forward P/E. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.
High-quality stocks for all market conditions
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Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.
