Contrary to what investors have seen this earnings season, earnings growth is traditionally one of the key indicators of stock price growth. For calendar year 2026, FactSet forecasts earnings growth of companies in the S&P 500 to come in at 15%.
Source: https://www.marketbeat.com/stock-ideas/3-stocks-trading-near…
Microsoft stock has rarely been this cheap over the past decade. Meta Platforms’ spending is coming under scrutiny by investors.
The extremely strong demand for AI chips remains a significant tailwind for these two companies. Importantly, both trade at really attractive valuations despite the market-beating earnings growth they will likely deliver.
Here is how Deluxe (DLX) and Exponent (EXPO) have performed compared to their sector so far this year.
