Core Insights - The stock market experienced a sell-off in November after five months of gains, attributed to profit-taking and sentiment rather than poor corporate earnings [1][2] - This pullback has created investment opportunities in both technology and non-tech sectors, particularly for value investors [2] Company Summaries Intel (INTC) - Intel's stock has increased approximately 90% this year, yet it trades below book value and its all-time highs [3][4] - The company has faced challenges, including falling behind in process technology and missing the AI boom [4] - New CEO Lip-Bu Tan has a successful track record and strong knowledge of the AI ecosystem, which could benefit Intel [5] - Intel is ramping up its 18A node, which could lead to significant upside if successful [7] - Despite current losses in its foundry business, management expects it to break even by the end of 2027 [8] - The stock is trading at around 18 times its projected 2027 operating earnings, with potential for growth as its 18A chips become competitive [9] SharkNinja (SN) - SharkNinja's shares have recently sold off, but the company has managed to grow gross margins through price increases and cost efficiencies [10][11] - Revenue grew by 14.3% last quarter, with all major product categories showing growth [12][13] - The company has increased its guidance for revenue and adjusted earnings per share, with analysts predicting 15.5% earnings growth in 2026 [14] - Despite upcoming tariff impacts, SharkNinja appears undervalued at 23 times trailing earnings [15] Hudson Technologies (HDSN) - Hudson Technologies is trading at around 13 times earnings and has nearly $90 million in cash, representing about 30% of its market cap [16][17] - The stock sold off after the announcement of CEO Brian Coleman's departure, despite beating earnings expectations [17] - The company is exploring expansion into complementary business lines, which may involve using cash for acquisitions [19] - New CEO Kenneth Gaglione has relevant experience that could lead to success for the company [20][21]
3 Value Stocks That Look Undervalued After the Recent Market Pullback