Matt Maley, chief market strategist at Miller Tabak, said investors can find buying opportunities on weekdays and Lowe. Maley appeared on CNBC’s “Power Lunch” on Wednesday to get his biggest promoter of the day to introduce his photography. This is what he said in “Three Soup Lunch”. Workday Maley hopes to acquire shares of financial and human resources software providers, which rose more than 6% on Wednesday after posting revenue and revenue for the fourth quarter to beat analyst estimates. Although strategists feared slower subscriber growth on weekdays, he tested positive for stocks after the company boasted about rising margins in the most recent quarter. Maley is also optimistic about the company’s efforts to boost international sales. He noted that Workday has received 75% of sales domestically and is seeking to expand U.S. sales within the U.S. to include more small and medium-sized companies as well as international mid-sized companies. “If they can grow this revenue growth from overseas, it would be very bullish, especially because the stock has a pretty good price and revenue rate in its five-year range.” Workday’s stock has risen 5% this year, but has still fallen nearly 12% over the past year. Wday 1y Mountain Workday’s stock performance over the past year. According to Maley, Instacart grocery delivery company Instacart (formally known as Maplebear Inc.) is a name to avoid. The strategist believes that signs of consumer spending weaknesses, such as peak credit card default levels, may eventually hit Instacart’s business as individuals insist on discretionary spending. For me, how many consumers are ready to pay for this kind of grocery store and food delivery, Maley said. “I like the concept, but they’re talking about making it more affordable. Are they able to do this and still keep profitable? So this is what I want to avoid, not to buy it on dipping sauce. “The stock fell more than 12% on Wednesday after Instacart released more than expected fourth-quarter revenue and issued low-key guidance this quarter. The stock has remained about 36% higher in the past year but faced intense competition. Investors are also weighing the effect of Amazon’s new AI-powered Alexa Plus model that will be able to complete tasks such as placing grocery orders with Instacart. Lowe’s Maley is a fan of home improvement retailer Lowe’s, but only a long-term holding. “Housing stocks have been completely beaten up,” Maley said. “He noted that the recent housing volume is weaker and new sales were poorer on Wednesday. The data “does worry me, but in the long run, I do like stocks and I don’t think you’ll necessarily want to chase it on this rebound, but can be bought over time.” Maley said there are still several positive trends supporting the stock, including rebuilding Los Angeles after the wildfires in Los Angeles and continuing interest among homeowners looking to improve their existing residences instead of taking on higher mortgages to trade or shrinking. Lowe’s stock rose nearly 2% on Wednesday after earnings outpaced Wall Street estimates, reflecting the first peer store sales growth in about two years. The stock has rarely changed in 2025, but has grown about 9% over the past year. Lowe’s stock performance is low.
Investors can find buying opportunities Working Day and labor Matt Maley, chief market strategist at Miller Tabak, said their encouraging financial results.
Maley appeared on CNBC “Electric lunch” On Wednesday, he shot the biggest promoter in the market that day. This is what he said in “Three Soup Lunch”.
Working Day
Maley, who hopes to acquire shares in financial and human resources software providers, climbed more than 6% on Wednesday after releasing revenue and revenue for the fourth quarter to beat analyst estimates.
Although strategists feared slower subscriber growth on weekdays, he tested positive for stocks after the company boasted about rising margins in the most recent quarter. Maley is also optimistic about the company’s efforts to boost international sales. He noted that Workday has received 75% of sales domestically and is seeking to expand U.S. sales within the U.S. to include more small and medium-sized companies as well as international mid-sized companies.
“If they can grow this revenue growth from overseas, it will be very bullish, especially since the stock has a pretty good price and revenue rate in its five-year range,” Mali said.
Workday’s stock has risen 5% this year, but has remained down nearly 12% over the past year.
Stock performance over the past year.
Instacart
Grocery Delivery Company InstacartAccording to Maley, formally known as Maplebear Inc. is a name to avoid.
The strategist believes that signs of consumer spending weaknesses, such as peak credit card default levels, may eventually hit Instacart’s business as individuals insist on discretionary spending.
For me, how many consumers are ready to pay for this kind of grocery store and food delivery, Maley said. “I like the concept, but they’re talking about making it more affordable. Are they able to do this and still keep profitable? So this is what I want to avoid, not to buy it on dipping sauce. ”
Stocks fell more than 12% on Wednesday after Instacart released more than expected fourth-quarter revenue and issued low-key guidance for the quarter.
The stock has remained about 36% higher in the past year, but faces intense competition. Investors are also weighing the effect of Amazon’s new AI-powered Alexa Plus model, which will be able to accomplish tasks such as placing grocery orders with Instacart.
labor
Maley is a fan of home improvement retailer Lowe’s, but only holds for a long time.
“Housing stocks have been completely beaten up,” Mali said, noting that the recent housing volume is weak and new sales are poor on Wednesday. The data “does worry me, but in the long run, I do like stocks and I don’t think you’ll want to chase it on this rebound, but you can buy over time.”
Maley said there are still several positive trends supporting the stock, including rebuilding Los Angeles after the wildfires in Los Angeles and continuing interest among homeowners looking to improve their existing homes, rather than taking on higher mortgages to trade or downsize.
Lowe shares rose nearly 2% on Wednesday after earnings in the fourth quarter surpassed Wall Street estimates, reflecting the first peer store sales growth in about two years. The stock has rarely changed in 2025, but has grown by about 9% over the past year.
