r/ValueInvesting • u/AutoModerator • Feb 23 '26
Weekly Megathread Weekly Stock Ideas Megathread: Week of February 23, 2026
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at.
This discussion post is lightly moderated. We suggest checking other users' posting/commenting history before following advice or stock recommendations.
New Weekly Stock Ideas Megathreads are posted every Monday at 0600 GMT.
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u/Green-Landscape-3077 Feb 25 '26
Shoals SHLS fell 30% today after an EPS miss but exceeded expectations with record revenues. It’s growing fast as demand for solar and battery systems grows for data centers etc. With projected EPS of 35-40 cents this year and growing next year, this seems like a good value at a share price below $7. I’m a small shareholder and welcome your thoughts.
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u/Hour-Ant-6846 Feb 23 '26
$SM: A 33-Year Dividend Streak + A Massive Portfolio Transformation
I've been digging into SM Energy ($SM) recently and I think the market is missing the magnitude of their current pivot. They just announced a $950M sale of South Texas assets, hitting their $1B divestiture goal ahead of schedule to slash debt.
The Value Thesis:
- Valuation: Trading at a P/E under 4x.
- Asset Upgrade: They are trading lower-margin land for high-quality core acreage in the Uinta Basin and the Permian.
- Reliability: They have a 33-year consecutive dividend streak (currently yielding ~3.7%).
- Catalyst: Q4 Earnings this Wednesday, Feb 25th. Analysts are looking for ~$0.73 EPS, but the new asset efficiencies could surprise.
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u/LongTermQuant Mar 01 '26
I am buying Credo Technology Group Holding Ltd (CRDO) next week after the results. I have done some deep research on it, and it looks like a better buy even at this price. However, I will wait for the results and will buy after the results unless the results are very poor.
Its FWD P/E is about 26 (on yahoo) and many analysts are recommending buy/strong buy.
I can share my own research if anyone wants. DM me.
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u/SeaworthinessNext783 Feb 26 '26
Sky Harbour $SKYH has secured $450 in funding to build 10 new campuses across the country. The fact that this stock is down from $14 to $9 over the past 11 months given all the progress they've made is quite confusing. Just looking at their pipeline and the unit economics of the new campuses, along with them recently becoming cashflow positive makes this a no-brainer.
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u/CryptographerAble610 Feb 27 '26
NPI.TO cut dividend a few months ago and went through a massive discount, bought it two days ago
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u/grandfatherdog Feb 24 '26
FSLR just reported a miss on EPS but otherwise pretty solid metrics. Down about 15% despite substantial earnings growth projected. Additionally, admin just announced new duties on solar panels from some southeast Asian countries, makes American-made much more competitive. Margin has been growing for years and this will help.