Two Stocks to Buy: CrowdStrike (CRWD) and Ulta (ULTA), One to Sell: UniFirst (UNF)

UniFirst (UNF) faces concerns with estimated sales growth of 1% and below-average returns on capital. CrowdStrike (CRWD) is a free cash flow machine with estimated revenue growth of 21.6%. Ulta (ULTA) has a high-end prestige brand portfolio and estimated revenue growth of 7.1%. Wall Street's bearish price targets may indicate buying opportunities for CRWD and ULTA, but caution is warranted for UNF.

Ceragon Networks (CRNT), a leading provider of end-to-end wireless connectivity, reported its Q2 2025 financial results, showing a 14.4% revenue decline to $82.3 million compared to the same period last year [1]. Despite this, the company achieved profitability on a non-GAAP basis and generated free cash flow, demonstrating resilience. Key highlights include operating income of $4.7 million on a non-GAAP basis, net income of $2.5 million, and EPS of $0.03 per diluted share on a non-GAAP basis. Strategic initiatives in North America, such as securing "preferred vendor" status with a tier-1 mobile network operator, drove significant growth. Ceragon anticipates consistent revenue levels for the second half of 2025 and sees a foundation for renewed growth in 2026.

Ulta Beauty (ULTA) closed with a 1.18% gain on August 6, 2025, trading with a daily volume of $260 million, ranking 454th in market activity [2]. The stock’s performance coincided with a strategic partnership with Saje Natural Wellness, expanding plant-based wellness products to 250+ stores by year-end. This collaboration strengthens Ulta's wellness sector presence, offering natural remedies for pain, sleep, and stress. The partnership aligns with Ulta’s broader strategy to meet growing consumer demand for holistic wellness solutions.

CrowdStrike (CRWD), known for its cybersecurity solutions, is a free cash flow machine with estimated revenue growth of 21.6%. Despite Wall Street's bearish price targets, the company's strong performance and strategic growth prospects may present buying opportunities. However, caution is advised due to the volatile nature of the stock market and the potential for market corrections.

In contrast, UniFirst (UNF) faces concerns with estimated sales growth of 1% and below-average returns on capital. The company's slow growth and financial performance may indicate a more cautious approach for investors.

References:
[1] https://www.ceragon.com/news/ceragon-reports-2025-second-quarter-financial-results
[2] https://www.ainvest.com/news/ulta-saje-partnership-drives-wellness-expansion-stock-ranks-454th-260m-trading-volume-2508/