Tapestry shares have been on a stellar run, up 120% in just six months. Sylvia Jablonski, Defiance ETFs co-founder and CEO, explains why she would take her gains now. Jablonski appeared on CNBC’s “Power Lunch” on Thursday to share her views on three stocks making big moves lately. Here were her quick takes during “Three-Stock Lunch.” Tapestry Shares of Tapestry jumped 13% Thursday, hitting an all-time high, after the Kate Spade and Coach parent reported fiscal second-quarter adjusted earnings and revenue that topped estimates. Tapestry also raised its full-year outlook. Jablonski said the company used price cuts to juice its growth over the last few years. “If you … step back on this company over the last five years, the compounded annual growth rate has been about 2.6%; their constant currency growth has been about 1.6%, which means that they’re lowering prices a lot, or having to lower prices a lot to grow,” Jablonski said. “I don’t necessarily dislike the stock. It just isn’t high on my buy list right now.” Roblox Roblox shares sank 11% after fourth-quarter results missed expectations by several measures. The investor said she is not a buying on the dip because of weak guidance and the downward trend of its daily user engagement. “What investors care about when it comes to companies like Roblox and gaming is just daily user engagement, and they’re falling short there. And I think that kind of doesn’t bode so well for the future here,” she said. Roblox reported $1.36 billion in bookings, while analysts had projected $1.37 billion, according to FactSet. Roblox also reported 85.3 million daily active users, below the 88.2 million expected. Oracle Jablonski revealed that she is a strong buyer of Oracle and a believer of its leading role in artificial intelligence infrastructure. “They’re the cool kid on the block again,” She said. “Things like DeepSeek don’t really matter, if anything, they make AI more efficient, and having cloud and infrastructure helps build and feed on that growth. So I think they’re positioned well there.” Shares of Oracle have gained nearly 50% over the past 12 months.
Tapestry shares more than doubled in 6 months, and one investor thinks gains could be limited from here