Not every automaker is stuck in neutral. One luxury name is pulling away from the pack, fueled by earnings upgrades and pricing power the rest of the market can’t match.

Add in other value setups with hidden catalysts, and you’ve got a lineup worth your attention this week. 

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Auto/Tires/Trucks

Ferrari (RACE:NYSE)  has been grabbing headlines this week because it’s doing something few automakers manage consistently: beating the broader Auto-Tires-Trucks sector with both style and substance.

The stock is up 11.4% year-to-date, compared with the sector’s 5.5% climb, and that outperformance isn’t being dismissed as hype.

Analysts are quietly revising earnings expectations higher, a signal that Ferrari’s growth story is being taken more seriously than some of its peers.

What’s driving the buzz is the combination of brand equity and pricing power.

In a year where the automotive space has been dealing with softer demand, inventory swings, and competition from EV disruptors, Ferrari is in its own lane.

Luxury buyers are less sensitive to rising rates and inflation pressures, which has given Ferrari an advantage many mass-market automakers don’t enjoy.

Investors are paying attention because this isn’t a one-off rally; it’s supported by fundamentals that appear to be strengthening as the year unfolds.

There’s also the contrast within the sector.

Visteon’s 36% surge shows investors are willing to reward automotive names that can execute, but Ferrari’s edge comes from the ability to deliver consistent earnings and margin resilience.

That’s why the market chatter isn’t just about its cars — it’s about its role as a sector standout with staying power.

Restaurants-Retail

The Cheesecake Factory (CAKE:NASDAQ) is serving up more than oversized desserts right now; it’s dishing out a value case that’s hard to ignore.

The stock is trading at a forward P/E of 13.4, dramatically cheaper than the industry average of 23.5.

That discount alone would raise eyebrows, but what’s putting CAKE in the spotlight is that earnings expectations have been trending higher, meaning the stock is cheap at a time when its outlook is improving.

For investors who watch valuation signals closely, that’s a setup that demands attention.

Cash flow metrics are also driving the story. With a P/CF ratio under 10 versus the industry’s 21.6, the company is generating solid operating cash while the market is still pricing it like a second-tier player.

Its PEG ratio tells the same tale — growth isn’t fully reflected in the share price.

That combination of cheap multiples and rising expectations is why CAKE is being talked about as more than just a casual dining chain; it’s being positioned as an overlooked value opportunity.

In a sector where many restaurant names are trading at premiums, Cheesecake Factory stands out as one that’s quietly building a stronger case.

This week, the headlines aren’t about menu updates — they’re about investors reassessing whether this stock deserves a rerate.

Software

MeridianLink (MLNK:NYSE) has been drifting sideways, with the stock barely twitching over the past month.

Some see it as fairly priced with little room to run, while others believe the market is overlooking growth potential that has yet to be recognized.

That debate has kept the name in circulation even though the share price has barely moved year-to-date.

The valuation picture explains why opinions are split. The company trades at a P/S multiple of 4.5x, higher than its closest peers at 3.5x.

That premium makes some of us cautious.

At the same time, the multiple remains below the broader U.S. software average of 5.3x, which suggests room for upside.

The stock sits in the middle ground, and that middle ground is what has us talking.

MeridianLink’s business model also fuels the discussion.

Its digital lending platforms, automated account opening tools, and subscription revenue streams give it a reliable base.

The risk comes from dependence on long-standing legacy clients and the pressure of consolidation in the industry.

Investors want to know if the company can maintain stability while expanding its footprint.

The headlines are circling because MeridianLink represents a real choice: stay cautious on a stock trading above peers, or take a position on the possibility that stronger growth could lift it higher.

That decision is what has put MLNK back in the spotlight.

Aegon NV (NYSE: AEG) is on the radar this week for one simple reason: it’s been moving up while plenty of names in its sector are stuck in first gear.

The stock’s short-term climb has investors leaning in, but it’s the consistent outperformance over the past few months that really makes the case.

What’s fueling it? Strong trading volume is backing the rally, and analysts are nudging their earnings forecasts higher.

Put together, it’s the kind of momentum story traders love: steady, supported, and not just a one-day wonder. 

Aegon is proving it can keep pace with market leaders, and right now, it’s shaping up as one of the names worth having on the radar.

OSK Holdings (NYSE: OSK) is snapping up another piece of land in Subang Jaya, hot on the heels of its Rawang deal.

The RM44 million purchase adds fuel to its already massive development pipeline, with plans for serviced apartments that could rake in a hefty GDV. 

We like that the cost-to-GDV ratio leaves plenty of room for fat margins, while its growing landbank shows it’s not slowing down in the Klang Valley anytime soon. 

Beyond property, OSK’s fast-growing private credit arm and cable division give it extra engines for growth.

Trading at a modest valuation compared to peers, the setup looks like one part real estate bet, one part diversified growth story.

Ingersoll Rand (NYSE: IR) is in the spotlight this week after getting bumped up to a Buy, thanks to rising earnings estimates that have investors leaning in.

The upgrade isn’t just a pat on the back; it signals analysts see stronger quarters ahead, a narrative that tends to attract real money flow.

The company’s mix of flow control and compression gear might not sound glamorous, but the earnings trend is what counts, and right now, it’s pointed in the right direction. 

With estimates climbing and sentiment firming, IR is shaping up as more than just another industrial stock; it's a potential momentum driver.

For traders scanning the tape, that’s reason enough to keep IR circled on this week’s watchlist.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any value names you'd like us to dig into.

Best Regards,
—Noah Zelvis
Undervalued Edge