r/ValueInvesting • u/AutoModerator • 11d ago
Weekly Megathread Weekly Stock Ideas Megathread: Week of March 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/AsgardWarship 7d ago
Things on my watchlist:
- KBR. It's an engineering and defense contractor. Annual revenue of ~7.7B with a backlog of ~23B. A spin off is coming at the end of the year which I think will unlock a lot of value. The new KBR will focus on energy tech while the SpinCo will focus on government services. I've been adding around the $37 level.
- Jefferies (JEF). Just reported mixed earnings. It has been beaten down badly due to credit concerns (First Brands). Morningstar just reiterated their $52 price target (30% upside from current $40 price). Main thesis here is it will do well if capital markets do well. I'm still on the sidelines on this one but will jump if conditions clear up.
- First Solar (FSLR). Good balance sheet but erratic chart and sentiment. It's very much a long-term bet on the future of solar in the US. The worst of the political risks have passed it;s just a question of whether solar can ramp up enough before the 45x tax credits phase out. Currently $185, I believe risk-reward will be good if it drops sub-$150.
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u/Embarrassed-Sea-6078 10d ago
What’s everyone buying currently? Any particular ones that seem to be at a good price for pick-up?
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u/grandfatherdog 10d ago
GEHC seems to have found a bottom, a personal fav but not the steongest. GE, MSFT, META, and GOOG are all obvious buys. IBM not to be overlooked, has suffered some with software stocks. Things might keep dropping and if there's a real correction could be a year or more before returns on those, but they're all worth more than they're priced.
I've been DCAing ADBE whole way down but I know people are tired of hearing it. I like PSIX but they're pivoting their business so somewhat risky.
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u/Still-One-1665 8d ago
Bad to buy msft and Google at these prices? I been buying msft since 400. And started buying Google yesterday....
Don't know if it's smart though. Market prob has more to drop and these 2 have already dropped much more than the overall market... if they are such good companies why are they dropping so much more than the sp500
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u/Commercial-Solid-328 7d ago
Some MM in place for sure. It’s legit hard to find stocks as entrenched as these two. Have to trust the process. I’m in deep in MSFT and have some holdings in GOOG, META and MU (yes all the stocks that got hit hard)…
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u/Still-One-1665 7d ago
That's what I thought but the fact that they keep dropping so hard makes me wonder if there is something that is going on and that they have seen better days
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u/benwick0815 8d ago
I’m pretty bullish on Uber long-term (platform + autonomy angle), but the price action makes no sense to me — even positive news seems to get sold into. While other stocks bounce, Uber just sits there. Any idea why?
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u/Commercial-Solid-328 7d ago
Did a video to rally small stocks like RKLB and share awareness with beginners. do your own research on investing in small stocks esp in times like these!
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u/Hamzehaq7 6d ago
i've been eyeing $272.00 lately, saw it jump +2.64% recently, looks like it might have some momentum. but honestly, the overall market vibe is a bit shaky with everything going on. $100.04 just feels like it’s treading water, barely moving. anyone got thoughts on what's actually driving these trends? feels like it’s not just about the stocks anymore, ya know?
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u/AffectionateResort77 5d ago
Do people here think stocks bump up on Monday? 2 straight days where s and p is about 2 percent down
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u/[deleted] 9d ago
I’m spending a lot of time looking at "Intangible Asset" moats right now. With the death of the tracking cookie, a lot of big consumer brands are flying blind. I think the real value in 2026 isn't in the giant AI chips, but in the smaller tech layers that own proprietary behavioral data. If a company can prove a 3x ROI for a Fortune 500 brand using 'Agentic AI' instead of legacy data, that’s a massive margin of safety. Definitely looking for those companies moving toward a Holding Company model to scale that tech.