This is Part 2 of the Earnings Beats series.

One of the key signals to watch is when a company beats earnings.

Especially if it’s a fast-growing one. That means it’s growing even faster than most investors anticipated.

And when that happens, investors have to rethink how they value the company and its future growth. This reassessment leads to a re-rating of the stock.

The signal is even stronger when a company is growing its revenues, earnings, and margins all at once. That combination is rare. And it usually marks a company as one of the best in the market.

These are the crème de la crème.

Below are some names that beat earnings and deserve a spot on your watchlist. Many of them I’ve already discussed in detail, but it’s worth repeating.

AppLovin ($APP)

AppLovin provides a comprehensive software and AI-powered platform to help app developers market, monetize, analyze, and publish their mobile app.

Dlocal ($DLO)

DLocal is a payment technology company that enables global enterprise merchants to accept payments and issue payouts in emerging markets.

Life360 ($LIF)

Life360 is a technology company best known for its mobile app that provides real-time family location sharing.

Shopify ($SHOP)

Shopify provides an e-commerce platform for businesses to create online stores and manage retail point-of-sale systems.

Nebius ($NBIS)

Nebius Group is a Europe-based technology company specializing in building and operating large-scale AI infrastructure and cloud platforms, providing intensive AI compute power through proprietary data centers and GPU clusters to support the global AI industry.