Private equity has always been cyclical by design, but that design is breaking. Now, the real story here isn’t performance; it’s permanence.

If you want exposure to capital that sticks instead of resets, this shift matters.

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Private Equity

EQT Corp (NYSE: EQT) is back in the spotlight after some choppy short-term trading, but don’t let a few down days fool you.

Over the past three months and year, the stock has been delivering solid returns, proving that if you’ve held on, you’ve been rewarded.

Those recent dips like the one-day 1.8% drop, might have made you raise an eyebrow.

So why should you care now? EQT is expanding beyond traditional private equity.

New revenue streams from evergreen vehicles and private wealth offerings, including potential access to U.S. 401(k) flows, are giving you a reason to pay attention.

The company is also simplifying operations, leaning into digital and AI, and scaling efficiently to protect margins and profitability.

Trading just below analyst and intrinsic value estimates, but keep in mind the P/E sits well above industry averages, so there’s premium risk if sentiment shifts.

Are you ready to take the ride, or will you wait for the market to make the call first?

Riding the Momentum

Short-term dips can be frustrating, but they also give you a closer look at the stock’s resilience.

EQT’s three-month and one-year returns show that momentum is quietly building under the surface.

Keep an Eye on Premium Risk

The stock trades at a P/E well above peers, which means sentiment swings could sting if the market cools.

Staying aware of valuation risk will help you decide when to act and when to hold back.

Consumer Discretionary

Carnival Corp (NYE: CCL) is back on our radar, and not just for its iconic cruises. Shares have been gaining traction, up nearly 4% over the past month, signaling momentum that’s hard to ignore.

You’re looking at a company that runs nearly half of the global cruise market, with operations spanning North America, Europe, Asia, and Australia.

That scale gives Carnival flexibility to capitalize on growing travel demand and ride the wave of leisure spending.

Plus, earnings estimates are trending upward, so you’re seeing potential gains backed by improving fundamentals, not just short-term hype.

If you like your consumer discretionary plays with a boost of momentum, CCL checks the boxes.

For you, that means the stock is more than a story about travel; it’s a momentum play that could keep performing as long as bookings and earnings continue to climb.

Momentum on the Rise

Recent price gains show that Carnival isn’t just coasting along.

The upward trend in momentum suggests investors are noticing the potential for bigger moves. If you’re looking for a stock that’s catching interest, this is one to track.

Earnings and Expansion

Bookings are picking up, and earnings estimates have been revised higher.

This should give you confidence that growth is real and sustainable. For anyone watching the cruise sector, CCL is signaling that the tide is turning in its favor.

Energy

Plains Group Holdings L.P (NASDAQ: PAGP) is making a strong case as a top value play, and you won’t want to miss this opportunity.

The stock is trading at a forward P/E well below the industry average, giving you clear potential upside.

If you’ve been looking for a company that pairs solid fundamentals with discounted pricing, PAGP fits the bill.

This is a business with steady earnings and a valuation that stands out. Over the last year, its P/E has moved within a wide range, showing the kind of volatility that creates openings for smart decisions.

With a solid outlook and room for growth priced in, PAGP is signaling that now could be the right time to take notice.

You’re getting exposure to a resilient energy company with an earnings story that backs up its attractive price.

Strong Fundamentals, Low Valuation

PAGP trades below its industry peers, making the stock stand out. Its steady earnings give confidence that the current price reflects real value.

If you’re aiming for discounted, high-quality energy plays, this stock checks the right boxes.

Value Plays That Deliver

With a forward P/E of 12.5 and a solid earnings outlook, PAGP signals real opportunity.

The combination of strong fundamentals and favorable pricing is hard to ignore. If building a value-focused portfolio is your goal, this is one to watch.

Morgan Stanley (NYSE: MS) is on the move this week after reporting fourth-quarter earnings that beat expectations.

Shares jumped as revenue and profits came in stronger than anticipated, driven by its Institutional Securities segment and better cost control.

The improved efficiency shows the firm is growing profitably, not just loudly.

This rally has pushed MS to a new 52-week high, reinforcing its reputation as a steady performer in financial services.

If you’ve been watching the sector, this week highlights Morgan Stanley as a stock moving for all the right reasons, combining growth, profitability, and market confidence in one clean story.

Skyworks Solutions Inc (NASDAQ: SWKS) has been under pressure lately, but the numbers suggest it may be worth a second look.

The stock trades well below its industry and peer averages on a P/E basis, while discounted cash flow analysis points to a notable gap between price and intrinsic value.

This week, the combination of undervaluation and a strong foothold in mobile and connectivity markets makes SWKS a stock worth tracking closely.

If you’ve been waiting for a moment where fundamentals meet opportunity, Skyworks could be it.

The company’s growth prospects, solid margins, and strategic positioning in semiconductors give the stock a story that goes beyond recent share price weakness.

KLA Corporation (NASDAQ: KLAC) is commanding attention as wafer fabrication ramps up and AI-driven demand reshapes the semiconductor landscape.

The company’s semiconductor process control and yield management solutions put it at the heart of a growing market, with strong growth prospects through 2026 and beyond.

Confidence remains high in its long-term trajectory, with the early stages of the AI era fueling demand across memory, computing, and networking equipment.

All eyes are on KLAC as it prepares to review second-quarter fiscal 2026 earnings.

All in all, this stock is moving for reasons that go beyond short-term hype, combining market relevance, AI exposure, and capital equipment leadership.

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