1 Nasdaq 100 Stock with Exciting Potential and 2 We Ignore

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

Investing in Nasdaq 100 stocks isn’t just about picking big names - it’s about finding the right ones, and that’s where StockStory comes in. Keeping that in mind, here is one Nasdaq 100 stock that could lead the market and two that may struggle.

Two Stocks to Sell:

onsemi (ON)

Market Cap: $20.15 billion

Spun out of Motorola in 1999 and built through a series of acquisitions, onsemi (NASDAQ:ON) is a global provider of analog chips specializing in autos, industrial applications, and power management in cloud data centers.

Why Is ON Not Exciting?

1. Annual sales declines of 12.5% for the past two years show its products and services struggled to connect with the market during this cycle
2. Sales are expected to decline once again over the next 12 months as it continues working through a challenging demand environment
3. Competitive supply chain dynamics and steep production costs are reflected in its low gross margin of 42.5%

onsemi is trading at $49.50 per share, or 18.9x forward P/E. If you’re considering ON for your portfolio, see our FREE research report to learn more.

Comcast (CMCSA)

Market Cap: $114.1 billion

Formerly known as American Cable Systems, Comcast (NASDAQ:CMCSA) is a multinational telecommunications company offering a wide range of services.

Why Should You Sell CMCSA?

1. Performance surrounding its domestic broadband customers has lagged its peers
2. Anticipated sales growth of 2% for the next year implies demand will be shaky
3. Low returns on capital reflect management’s struggle to allocate funds effectively

Comcast’s stock price of $30.95 implies a valuation ratio of 6.9x forward P/E. Read our free research report to see why you should think twice about including CMCSA in your portfolio.

One Stock to Buy:

DoorDash (DASH)

Market Cap: $115.9 billion

Founded by Stanford students with the intent to build “the local, on-demand FedEx", DoorDash (NYSE:DASH) operates an on-demand food delivery platform.

Why Will DASH Beat the Market?

1. Orders are rising, meaning the company can increase revenue without incurring additional customer acquisition costs if it can cross-sell additional products and features
2. Additional sales over the last three years increased its profitability as the 109% annual growth in its earnings per share outpaced its revenue
3. Free cash flow margin jumped by 11.9 percentage points over the last few years, giving the company more resources to pursue growth initiatives, repurchase shares, or pay dividends

At $271.50 per share, DoorDash trades at 37.7x forward EV/EBITDA. Is now the time to initiate a position? Find out in our full research report, it’s free for active Edge members.

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