A financial name with a stubbornly discounted multiple is tightening into the kind of move that rewards early positioning.

From steady performers to under-the-radar plays, we’re highlighting names that could reward patience and smart positioning.

Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.

Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.

Learn more.

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Healthcare

McKesson Corp (NASDAQ: MCK) isn’t the loudest player in the healthcare game, but it sure knows how to get results.

As North America’s top pharmaceutical distributor, it’s not just shuffling pills; it’s orchestrating the supply chain like a pro.

Specialty meds, oncology services, and the GLP-1 boom for diabetes and obesity are all fueling growth, and McKesson is cashing in while staying cool.

Earnings estimates are creeping higher, and the stock is quietly showing it can deliver without putting on a circus.

Investors are starting to notice that the company can adapt to market demands, handle distribution challenges, and continue expanding its footprint without losing focus on the bottom line.

In a world where everyone is chasing the next shiny healthcare story, McKesson is the dependable rock everyone secretly wants on their team.

It’s the kind of stock that gets the job done, keeps the numbers growing, and makes investors look smart without them even trying.

MCK proves that sometimes, the most interesting moves happen behind the scenes, and those paying attention will be the ones laughing all the way to the bank.

Investor Signal: Rising specialty-drug throughput and accelerating GLP-1 demand are creating the kind of predictable, margin-friendly growth curve that long-term healthcare investors usually chase a quarter too late.

Financials

Popular Inc (Nasdaq: BPOP)  has analysts giving it a thumbs-up, projecting solid upside from its current price. That kind of chatter usually means something’s brewing behind the scenes, and investors are starting to pay attention.

The institutional action is even more interesting.

Big players like Price T Rowe Associates, Vanguard, and Aqr Capital are tweaking their stakes, some increasing their positions, which is always a good sign if you like following the smart money.

More funds are hopping on board, and the options activity hints at a bullish vibe. It’s the kind of coordinated nod that makes you stop and say, maybe there’s something here.

Revenue is holding steady, and the bank’s positioning in its market gives it room to grow. Analysts’ forecasts suggest potential upside that’s hard to ignore.

Popular is quietly building value and getting the attention of investors who know a good setup when they see one.

If you’re scanning the financials for a bank with promise and solid backing, Popular is worth a serious look over your morning coffee.

Investor Signal: Capital is creeping back into regional lenders as credit quality stabilizes, giving this name a rare setup where risk is flattening while forward return potential quietly widens.

Healthcare

Teva Pharmaceutical Industries (NASDAQ: TEVA) has been up to speed after the company just posted Q3 earnings that beat expectations.

The real star here is Austedo, which isn’t just selling well; it’s thriving.

They even launched a once-daily version, and Europe is next in line.

Ajovy and Uzedy are also pulling their weight, and U.S. generics and biosimilars are quietly doing their thing, keeping the revenue train moving.

Margins are looking healthier, operating income is climbing, and Teva even raised its Austedo sales forecast.

Europe and international markets had a few hiccups, but the U.S. momentum more than makes up for it.

The company is maintaining solid guidance across its other products, including Copaxone, Ajovy, and Uzedy, showing that the core portfolio remains strong and reliable.

Teva is handling regulatory and pricing challenges while still growing its branded portfolio.

For anyone scanning healthcare for a company that’s not just talking the talk but walking it with solid products and smart execution, TEVA is worth keeping an eye on.

With Austedo leading the charge and a mix of generics and biosimilars backing it up, TEVA is turning solid numbers into a story that actually excites the market.

Investor Signal: A tightening branded-drug pipeline and improving operating leverage are pushing this turnaround into a phase where the market typically re-rates pharma names before the narrative catches up.

Aris Mining Corporation (NASDAQ: ARMN) has been inching up this week, but analysts are whispering that the real fun might still be ahead.

Analysts are bumping up EPS estimates, which usually means the company is performing better than folks initially thought.

That combination of solid fundamentals and positive revisions makes ARMN a stock worth keeping on your radar.

Sure, price targets aren’t gospel, but when multiple analysts start singing from the same page, it’s hard to ignore.

Over the past month, sentiment has been trending bullish, and the stock is starting to reflect that. It’s got momentum, attention, and a setup that could pay off if earnings continue to impress.

Tactile Systems Technology (NASDAQ: TCMD) is trading at a discount this week compared to its peers, and the numbers, P/E, P/B, and P/S, are basically giving value investors a wink.

It’s not just cheap for the sake of it; the company’s earnings outlook looks solid, which makes it even more interesting.

Right now, TCMD is one of those stocks you’d want to keep on your radar.

Undervalued, but backed by strong fundamentals and a growing presence in the healthcare sector, it’s the kind of play that makes you feel smart for noticing before everyone else jumps in.

If you’re scanning healthcare for something with upside and a sensible price, TCMD is worth a serious coffee chat.

CION Investment Corporation (NASDAQ: CION) just dropped a Q3 earnings report that’s making us sit up straight.

Sure, the stock has had a rough start this year, lagging behind the broader market, but this quarter proves it’s not out of the game.

What’s making CION really interesting right now is that earnings surprises like this often shake up expectations for the coming quarters.

Small-cap lenders are getting attention, and CION’s showing it can deliver even in a tricky financial environment.

Investors are watching closely to see if management keeps this momentum going, and if they do, the stock could have some serious upside.

If you like stocks that can pop off when the numbers impress, this one’s worth keeping on your radar this week.

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