A single consumer-facing business is seeing earnings expectations quietly move higher while price action lags behind.

For you, this creates a rare window to position before consensus, capital, and momentum catch up.

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Consumer Discretionary

If you’ve been watching for signs that sentiment is starting to shift, Churchill Downs Inc. (NASDAQ: CHDN) just gave you one.

The stock is in the news following a fresh upgrade, and the reason sits squarely with earnings expectations moving higher.

When those numbers change, the market listens, because forward earnings drive how stocks are valued and where large pools of capital flow next.

What you are seeing with CHDN is a reset in expectations. Confidence in the company’s ability to deliver on its earnings outlook is building, and that confidence tends to show up in the price after it appears on paper.

This is the kind of early signal that gives you an edge.

Why the Market Is Paying Attention

You should be paying attention too.

When earnings expectations improve, larger players start to take notice, and that attention often builds gradually rather than all at once, giving you a chance to act before the broader market reacts.

Where the Opportunity Shows Up

When expectations rise before price does, you get a clear window to move.

Positioning ahead of the crowd now can give you an edge in timing, potential upside, and overall performance in your portfolio.

Communication Services

If you focus on where operational progress, strong earnings, and market recognition intersect, Take-Two Interactive Software Inc (NASDAQ: TTWO) is providing clear signals that make it worth your attention now.

The company is in the news because its earnings outlook is on the rise, and that growth is measurable.

TTWO is also benefiting from a growing pipeline of game releases and expansion into digital services, giving you multiple levers to track.

This is exactly the kind of momentum that gives you something tangible to monitor, instead of chasing abstract projections or headline hype.

Earnings Are Moving in the Right Direction

TTWO’s growth isn’t abstract.

Earnings revisions are climbing, signaling momentum that tends to show up in price and sentiment before the broader market catches on, giving you an early view of potential upside and shifts in market perception.

Where the Opportunity Shows Up

With a top-tier VGM Score highlighting growth, value, and momentum, Take-Two is giving you measurable signals to act on.

Rising earnings estimates and consistent surprises make this a stock to watch closely right now, providing a clear edge for positioning ahead of broader recognition.

Financials

CME Group Inc. (NASDAQ: CME) is gaining recognition for outperforming peers and driving growth.

Shares have outperformed peers like Intercontinental Exchange and S&P Global over the past year, yet the stock is still trading at a slight discount compared with the broader securities industry.

The company’s revenue is supported by sustained trading activity, clearing fees, and a growing market data business. Its capital base funds initiatives that broaden its product portfolio and strengthen strategic positioning.

Trading above the 50-day and 200-day moving averages signals momentum stacking in its favor.

Add to that strong free cash flow conversion, impressive operational execution, and a dividend schedule paying five times a year, and CME is showing operational consistency and tangible upside.

Momentum Is Building

Rising trading activity, increasing electronic participation, and traction in crypto markets are all fueling near-term momentum, attracting broader market interest and supporting potential upside growth opportunities.

If you focus on measurable performance and strategic growth, CME is giving you all the signals to watch closely right now.

Where the Opportunity Shows Up

Its undervalued trading multiple, solid growth projections, and yield-friendly dividend make it a name to monitor for both upside and reliable cash flow while providing long-term stability and strategic growth potential.

Mastercard Inc. (NYSE: MA) had a recent upgrade and a higher price target highlight confidence in its ability to deliver low double-digit revenue growth and mid-teen earnings growth even with ongoing challenges.

Expansion outside the US and strong demand for its payment services are fueling the momentum you can track.

Mastercard is also innovating with partners like L’Oréal, launching a business card for beauty professionals in Latin America and the Caribbean, giving the company tangible levers for growth.

Operational strength, global reach, and strategic partnerships make MA a fintech name worth paying attention to right now. If you want exposure to a resilient, growth-oriented payment giant, this is a stock sending clear signals.

Hawkins Inc (NASDAQ: HWKN) is pulling ahead while the rest of the chemical sector lags.

While most of its peers are struggling to hold ground, HWKN has gained over 16% year-to-date, signaling operational strength and resilience in a tough market.

This isn’t a random spike... the company has managed its business efficiently, keeping momentum going while competitors like Dow and LyondellBasell falter.

For anyone looking for exposure in the materials sector without chasing fading trends, Hawkins offers a name that’s outperforming in plain sight.

With solid performance and clear upside signals, HWKN gives you a tangible story to follow and a reason to position around it this week.

BlackRock (NYSE: BLK) has pulled back slightly in recent sessions, but its broader trend tells a different story, with strong gains over the past month outpacing peers.

Earnings projections are solid, with both quarterly and full-year growth signaling that the firm’s core investment management business remains robust.

Trading at a premium to its industry peers, BLK reflects confidence in long-term performance and the ability to navigate market ups and downs.

With revenue and earnings on track to climb, this is a name offering both stability and actionable upside signals.

For anyone looking for a well-positioned finance giant, BlackRock is giving clear signals to monitor.

That's our coverage for today; thanks for reading! Reply to this email with feedback or any [blank] stocks you want me to check out.

Best Regards,
—Noah Zelvis
Undervalued Edge