4 Growth Stocks to Buy While They’re Still Undervalued I November 9, 2026
It offers a look at how a large research house is framing the AI trade, the rotation from growth into value, and the election backdrop heading into the end of 2026. The fair value estimate changes and earnings previews give advisors a sense of what Morningstar's analysts are focused on across several widely held names.
Summary
By the markets & outlook deskAn episode of Morningstar's The Morning Filter podcast in which co-hosts Dave Sekera and Sarah Hansen discuss what the midterm election results could mean for markets, the selloff in technology stocks and Morningstar's outlook for the artificial intelligence trade over the short and long term. They preview earnings from Applied Materials, CoreWeave and Nebius Group, and cover recent Morningstar research on Apple, Clorox and Palantir, including a raised fair value estimate for Arista Networks and a cut for SanDisk. The episode closes with four growth stocks the hosts describe as still trading at a discount.
- The hosts discuss what the midterm election results could mean for markets and preview the November stock market outlook for the remainder of 2026.
- They unpack the technology selloff and Morningstar's view of the AI trade in the short and long term, including the rotation from growth stocks into value.
- Earnings previews cover Applied Materials, CoreWeave and Nebius Group, and the episode reviews results from Apple, Clorox and Palantir.
- Morningstar raised its fair value estimate for Arista Networks and cut its estimate for SanDisk; the episode ends with four undervalued growth stocks.
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