Intuit is a clean software idea with strong business quality and a compressed multiple, making it an attractive investment.
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Tom Lee: Stocks Are About to Make a Huge Move
Dividend TalksApr 23, 2026
The market is showing mixed signals with stocks at all-time highs, but underlying momentum and positioning suggest potential choppiness. While semiconductors have surged, other tech sectors like software, exemplified by Service Now's recent earnings drop, are struggling. The bull case hinges on retail investors entering the market, potentially fueling further gains despite current market froth.
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Tickers discussed in this post
FICO is a quality, high-growth business with a significant valuation reset, offering high upside potential for investors.
PepsiCo's underlying setup looks decent for patient investors, despite market cooling, with stable earnings growth and cash generation.
McDonald's is a buy around $277 for a steady investment, offering a good combination of yield and valuation below its historical average.
Lockheed Martin (LMT) is an interesting hold given the geopolitical backdrop and recent pullback, with analysts expecting decent growth.
AbbVie (ABBV) is a buy due to its strong cash flow, reasonable valuation, and attractive risk-reward, with potential for significant upside.
ServiceNow stock is getting punished despite a constructive market, highlighting the selective nature of current opportunities.
Service Now stock is being crushed after earnings, dragging down the software sector.