4 Growth Stocks to Buy While They’re Still Undervalued

Key Takeaways

• What the results of the midterm elections could mean for markets.
• What to know ahead of earnings reports from neocloud firms CoreWeave CRWV and Nebius Group NBIS.
• Is Apple AAPL a buy after earnings?
• Why we cut our fair value estimate for SanDisk SNDK.
• Under the hood of the AI selloff and the ongoing rotation from growth stocks into value.
• Growth stocks to buy while they’re still undervalued.

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Sarah Hansen discuss what last week’s midterm election results could mean for markets. They unpack the brutal selloff in technology stocks and Morningstar’s outlook for the artificial intelligence trade in the short and long term. They also preview upcoming earnings results from three technology stocks linked to the AI trade: semiconductor equipment firm Applied Materials AMAT along with neoclouds CoreWeave and Nebius Group.

Sekera and Hansen talk about new Morningstar research after another busy week of earnings, including from Apple, Clorox CLX and Palantir PLTR. Tune in to find out why we raised our fair value estimate for Arista Networks ANET, and why we cut our estimate for SanDisk SNDK.

They wrap the show with four undervalued growth stocks to buy while they’re still trading at a discount.

Got a question for Dave? Send it to themorningfilter@morningstar.com.

Closed captions are generated by AI and may contain errors. These captions are provided for convenience and accessibility purposes only and are not a verbatim transcript. An edited version will be available by the next business day.

The transcript for this episode will be posted by the next business day. Tune in to hear our full insights.