The IGV ETF is a viable alternative for investors who prefer not to pick individual software stocks, offering exposure to major tech software companies.
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3 Stocks I Think Are Undervalued Now
The creator discusses market volatility and highlights three undervalued companies: Meta, Oscar Health, and Adobe. Meta is seen as a profitable money-printing machine with potential for multiple expansion due to AI. Oscar Health is praised for its strong guidance and tech-driven approach, despite political risks. Adobe's stock is down due to growth concerns and AI narrative, but its profitability and continued growth suggest potential upside. The video also briefly touches on CrowdStrike, Wix, and UiPath, noting their recent performance and outlooks.
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Tickers discussed in this post
UiPath could see a significant stock price increase if it demonstrates accelerated growth and increased customer spending, especially with its collaboration with Nvidia on AI agents.
Wix is a rebound and buyback story, with its Base44 acquisition accelerating and a significant share repurchase program indicating management's belief in undervaluation.
CrowdStrike is a best-in-class cybersecurity company with strong growth and guidance, but it comes at a very high valuation, making it a hold for now.
Adobe is currently undervalued due to a negative narrative around AI, despite consistent double-digit growth in digital media ARR and a strong profit profile.
Oscar Health is expected to have an amazing 2026 with strong revenue guidance, improving margins, and a focus on AI and tech, making it undervalued at its current market cap.
Meta is considered mispriced with potential to reach $800 by year-end or early 2027 due to its profitable core business, AI integration, and Zuckerberg's track record of pivoting from mistakes.