Some tickers only make headlines when they’re crashing... this one’s doing it on the way up.

After years of doubt and underperformance, a once-written-off “tech underdog” in the mobility space has suddenly turned into one of the market’s quietest comeback stories — oh, and it’s staring down a make-or-break earnings moment this week.

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Computer and Technology

Lyft (LYFT:NASDAQ) is in the spotlight for one simple reason: earnings anticipation is running high.

The stock slipped 2.74% in its latest session, closing at $21.99, but that drop comes after a blistering 34% run over the past month.

Lyft definitely has all of our attention right now because we want to see if Lyft can turn that momentum into something more durable.

We expect Lyft to deliver stronger EPS and rising revenue, which would mark double-digit growth from its results last year.

That’s a big ask for a company that has spent years trying to balance growth with profitability.

The upcoming report is being viewed as a litmus test for whether Lyft is finally hitting its stride in the competitive ride-hailing space.

Adding to the intrigue, the stock trades at a lower valuation than many of its industry peers.

That discount gives bulls another reason to watch closely—if earnings land as expected, the upside story gains credibility.

Put it all together, and Lyft is making rounds because it’s a high-beta tech name staring down a critical earnings moment, with investors eager to see if the growth narrative can stick.

Healthcare

Solventum (NYSE: SOLV) used to be part of 3 million — now it’s the lean, focused healthcare stock everyone’s side-eyeing for value.

The company’s been on a solid climb this year, but if you ask me, it’s still trading about 15% below where it should be.

The reason’s simple: Solventum is fixing the boring-but-important stuff.

Margins are getting stronger, cash flow is improving, and management is cleaning up the balance sheet. It’s not flashy, but it’s working.

The market’s catching on that this isn’t the old 3 million healthcare division anymore; it’s a standalone operator learning how to make money on its own terms.

Sure, there are still leftovers from the spin-off — separation costs, ambitious goals, all the usual growing pains. But the trajectory’s solid.

Every quarter looks a little cleaner, and net income keeps ticking upward. Solventum looks like a spin-off that finally figured out how to run the business without training wheels.

If you like stories where discipline beats drama, this one’s worth watching.

No wild promises & no miracle drug...  just steady execution and a valuation that hasn’t caught up yet.

Computer and Technology

Shopify (NYSE: SHOP) is back in the headlines after quietly teaming up with ChatGPT to launch an “Instant Checkout” feature — and yes, it’s exactly what it sounds like. You chat, you click, you buy.

For Shopify’s merchants, that’s a sales dream. For shareholders, it’s a brilliant way to plug into the AI boom without spending billions to build their own chatbot army.

Every transaction flows straight into free cash flow and not into the black hole of R&D that’s swallowing other tech giants.

This is classic Shopify: smart, efficient, and allergic to wasted motion. While the tech giants spend billions training AI models to “think,” Shopify’s using AI to sell.

Every instant checkout means faster transactions and cleaner revenue flowing straight into free cash flow.

TD Securities even bumped up their price target, calling it one of the sharpest ways to turn AI into money without ballooning costs.

The key idea here is that AI can become your new sales assistant.

Analysts are already calling it “agentic commerce,” where AI handles the entire buying journey from discovery to delivery.

Shopify is looking like the first e-commerce player that actually figured out how to make AI pay rent.

Blue Bird (NASDAQ: BLBD) is flying high this week, and for once, it’s not just optimism — it’s numbers.

The company crushed earnings, widened margins, and raised its full-year outlook, which is exactly the kind of one-two punch Wall Street loves.

Demand for electric and low-emission buses is booming, and Blue Bird is turning that trend into real cash flow.

The stock’s already up on the week because investors finally see a company balancing growth with profit, not burning money chasing hype.

If you’re looking for something solid that’s actually accelerating, this one’s already left the station.

Federated Hermes (NYSE: FHI) is the slow burn that’s finally catching fire.

The stock’s been inching higher this week as investors pile back into active management plays with reliable dividends and rising AUM.

The firm’s steady earnings upgrades and clean balance sheet are turning heads in a market obsessed with flashy tech.

It’s the kind of quiet compounding that rewards patience. If you like consistent returns over risk, FHI’s the grown-up pick on the board right now.

Norwegian Cruise Line (NYSE: NCLH) is trading at attractive multiples compared to its peers, with earnings and cash flow metrics that hint at upside potential.

Analysts have been raising their outlook, signaling confidence in the company’s ability to deliver steady results despite broader market headwinds.

If you’re scanning for opportunities where fundamentals and price line up, the cruise line stands out.

Its solid cash position, strong revenue trends, and favorable valuation create a setup that investors are watching closely.

With the travel sector showing signs of recovery, NCLH is in the spotlight this week as a stock that could benefit from both momentum and value considerations.

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