4 Stocks to Keep an Eye on This March

The world of investing has never been more unpredictable.

If you had invested $10K in Ethereum (ETH) in 2023, you'd be sitting on $11.5K today.

But, if you'd invested that same amount in eggs, you'd be looking at $80K, an astonishing difference.

Incredible, right?

Trade wars are intensifying, AI innovation is booming, and biotech is making bold strides.

Global markets are anything but quiet. U.S.-China trade tensions are back in the spotlight, with new tariffs threatening vital supply chains.

Meanwhile, the AI revolution continues at full speed, as companies scramble to integrate cutting-edge machine learning technologies.

On top of that, biotech breakthroughs are getting closer to changing the future of healthcare, bringing both incredible promise and potential risks.

In the midst of this, key sectors are evolving rapidly.

From technology to healthcare, shifts are unfolding that could redefine entire industries.

With so much happening, it’s crucial to stay informed.

Today, we’ll focus on four companies that could be poised for significant moves in March.

1. Broadcom (AVGO): The AI Powerhouse

AI is no longer the future it’s the present.

And Broadcom is sitting at the center of it all.

In Q1 2025, Broadcom posted $14.92 billion in revenue, marking a 25% year-over-year (YoY) increase.

The biggest driver?

AI-related sales, which surged 77% to $4.1 billion.

Major players like Google, Meta, and ByteDance are betting big on Broadcom’s custom AI chips and the pipeline isn’t slowing down.

For Q2 2025, Broadcom forecasts $4.4 billion in AI-related revenue, fueled by the rollout of 2-nanometer chips.

These new chips deliver an eye-watering 10,000 teraflops of computing power, making them essential for training the most advanced AI models in the world.

What’s driving Broadcom’s dominance?

• Exclusive AI Partnerships: They supply specialized AI hardware for companies like OpenAI and Apple deals that could secure billions in recurring revenue.

• Cutting-Edge Tech: Their 2-nanometer chips give them a competitive edge against Nvidia and AMD, both of whom face delays in next-gen production.

✅ Tariff Trouble?

Broadcom is largely immune to rising tariffs, with 70% of their production happening in the U.S. 

This shields them from major supply chain disruptions linked to U.S.-China trade wars.

🔍 What to Watch:

• AI revenue growth can they keep beating expectations?

• New partnership announcements (particularly in autonomous vehicles and cloud AI).

💡 Analyst Target: $210–$260 (up to 35% upside).

2. Fortinet (FTNT): Cybersecurity Superstar

Cyberattacks are becoming faster, smarter, and more frequent and Fortinet is cashing in.

In Q4 2024, Fortinet posted $1.66 billion in revenue, outperforming Wall Street estimates.

Their adjusted earnings per share (EPS) climbed 33%, reflecting strong demand for next-gen cybersecurity solutions.

One major growth area?

Next-gen firewalls which now cut response times by 99%, allowing clients to prevent breaches before they cause damage.

These firewalls are proving essential for Fortune 500 firms and public-sector agencies alike.

Looking ahead, Fortinet projects $6.65–$6.85 billion in revenue for 2025, with cybersecurity spending expected to grow at a 15% compound annual growth rate (CAGR) through 2028.

Why is Fortinet standing out?

• SASE Leadership: Fortinet’s Secure Access Service Edge (SASE) solution protects hybrid work environments a critical service as remote work continues to rise.

• Enterprise Demand: With over 500,000 cybersecurity professionals trained under their programs, Fortinet is locking in long-term client loyalty.

✅ Tariff Trouble?

Not a concern.

As a software-first company, Fortinet’s business is largely immune to supply chain disruptions and tariff hikes.

🔍 What to Watch:

• Growth in next-gen firewall adoption.

• Increased spending from Fortune 500 companies.

💡 Analyst Target: $120 (18% upside).

3. SpringWorks Therapeutics (SWTX): The Biotech Wildcard

High-risk? Definitely. High-reward? Potentially massive.

SpringWorks is on the brink of two major drug approvals each of which could transform its financial outlook.

1. Nirogacestat – A targeted therapy for desmoid tumors, with EU approval pending. Analysts estimate peak annual sales could exceed $750 million.

2. Mirdametinib – A treatment for neurofibromatosis type 1. An FDA decision was due by February 28, 2025 and approval could unlocked $800 million in revenue.

Despite these opportunities, SpringWorks missed Q4 revenue targets, causing a 14% selloff.

However, if both drugs receive approval, SpringWorks could dominate two under-served markets and generate $1.5 billion in annual sales by 2028.

✅ Tariff Trouble?

Minimal. SpringWorks relies on intellectual property, not global supply chains, to drive growth.

🔍 What to Watch:

• Upcoming FDA and EU decisions.

• Potential acquisition rumors Merck KGaA is reportedly interested.

💡 Analyst Target: $60 (25% upside).

4. Ligand Pharmaceuticals (LGND): Biotech Bargain

If you're hunting for deep value, Ligand could be your play.

Trading around $115, Ligand’s stock is well below analysts’ fair value estimates of $135.

The company uses a royalty model, meaning they collect revenue from licensing their drug development technology resulting in stable cash flow even when biotech markets are shaky.

Upcoming Phase III trial data could add another $50–100 million in milestone payments, further boosting their already-strong revenue streams.

Why Ligand stands out:

• Diversified Revenue: Over 50% of revenue comes from royalties across various therapeutic areas.

• Minimal R&D Risk: They monetize intellectual property without massive R&D costs.

✅ Tariff Trouble?

Almost none. Ligand’s revenue is IP-driven, making them resilient to global trade disruptions.

🔍 What to Watch:

• Results from key Phase III trials.

• Expansion of royalty partnerships.

💡 Analyst Target: 135$ (18% upside).

Sectors Poised to Win

Several industries are better positioned to weather the storm in a volatile global market:

• Domestic Semiconductors: Tariffs on foreign chips boost U.S.-based giants like Broadcom and Intel.

• Cybersecurity: With $500 billion in projected global cybersecurity spending by 2030, digital services like Fortinet are in high demand.

• Biopharma Innovation: Companies with robust IP portfolios like Ligand and SpringWorks are safer from trade disruptions.

Takeaway

✅ Want growth? Broadcom and Fortinet deliver strong, reliable returns.

✅ Willing to bet on biotech? SpringWorks and Ligand offer high-upside plays—but come with risk.

March is shaping up to be volatile but with the right moves, you could ride this rollercoaster to serious gains.

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Disclaimer: This newsletter is for educational purposes only and should not be considered financial advice. Always conduct your own thorough research before making any investment decisions.