Three Tech Stocks to Watch for Multibagger Magic

One does love a multibagger stock, doesn’t one? A single glittering gem in one’s portfolio can transform modest contributions into a rather inconvenient windfall. To that end, I’ve indulged in the company of three analysts who’ve kindly shared their picks: Reddit (RDDT), Roku (ROKU), and SentinelOne (S). Let us savor their insights with the detachment of a man who has never owned a single share.

Reddit’s ascent is merely the overture

Jake Lerch (Reddit): A multibagger, one must remember, requires two simple ingredients: explosive revenue growth and a market cap that hasn’t yet inflated into a balloon. Megacaps like Nvidia, Microsoft, or Apple, with their trillion-dollar pretensions, are as useful as a screen door on a submarine. Enter Reddit, a sprightly $40 billion concern with a revenue growth rate that would make a champagne cork envious-43% year-over-year, accelerating to 78% in Q2. One might call it a crescendo.

With 110 million daily active users and a trajectory that still feels like the first act of a seven-act play, Reddit’s potential is as boundless as one’s optimism in a bear market. Meta, with its 3.4 billion daily users, might smirk, but even it would concede that there’s room for a few more million souls to descend upon this digital agora. My wager? A sixfold increase over the next decade. The stock has already enjoyed a 500% romp since its IPO. A modest beginning, surely.

Roku: The underdog with a silver spoon

Will Healy (Roku): Let us not pretend Roku hasn’t had a rough decade. An 80% decline from its 2021 zenith is the sort of performance that makes even the most stoic investor reach for the brandy. Yet here it remains, the No. 1 streaming platform in North America, with 17% year-over-year growth in streaming hours. One might call it the tortoise of the tech world-plodding, persistent, and quietly accumulating advantages.

Its price-to-sales ratio of 3.2, a figure that whispers “undervalued” in the language of Wall Street, suggests that investors have yet to appreciate its potential. Should Roku’s multiple expand to 10, as many growth stocks command, it might just revisit its all-time high. A return to profitability by 2026, if achieved, would be the cherry on a very large sundae. One must, of course, ignore the pesky detail of its current unprofitability. How tiresome.

SentinelOne: A diamond in the rough

Justin Pope (SentinelOne): In a market that has already crowned its kings, finding a multibagger is like hunting for a four-leaf clover in a desert. SentinelOne, however, is a curious case. Its Singularity platform, a marvel of artificial intelligence, has earned Gartner’s endorsement for five consecutive years. Yet the stock languishes, down 75% from its IPO. One suspects investors are preoccupied with its $864 million in annual revenue and its current unprofitability-both of which are, admittedly, rather inconvenient.

But let us not be swayed by such trifles. SentinelOne trades at an enterprise-value-to-revenue ratio of 5, a fraction of its peers’ 13 and 24. With $200 million in cash on its balance sheet and a customer base that includes four Fortune 10 companies, it is a rare specimen in today’s market: a high-potential stock trading at a discount. If it can convince the market that profitability is not a distant dream but a near-certainty, its ascent could be as dramatic as a Shakespearean tragedy. One can only hope the shareholders are wearing their party hats.

After all, the most rewarding investments often begin as the most improbable wagers. And if there is one thing we know about markets, it is that they thrive on the unexpected. 🔍

2025-08-31 15:03

Reddit’s ascent is merely the overture

Roku: The underdog with a silver spoon

SentinelOne: A diamond in the rough

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