+37%, +34% upside: These AI-picked stocks crushed last quarter—what’s next for Q3

Big tech has hit a slump. Valuation fatigue and heightened volatility are shaking conviction across crowded mega-cap trades. But while broad benchmarks stall, the current market pullback has created an exceptional environment for disciplined stock pickers.

The turbulence is quickly separating hype from durable fundamental plays—rewarding investors who identify mispriced quality early, right before explosive rallies take off.

Just look at yesterday. While broader sentiment wavered, high-conviction pick Ardent Health Inc. (NYSE:ARDT) surged a massive +22.4% in a single session. The move followed a blowout earnings report that produced a commanding 34.8% EPS surprise. The stock is now up +32.17% for November alone and an impressive +80.89% since it was first picked by ProPicks AI in December 2025.

But Ardent is not alone: premium members are also positioned across a growing number of high-conviction companies trading at steep discounts to their intrinsic value.

InvestingPro’s flagship ProPicks AI delivers an AI-powered list of high-conviction stock picks every month, driven by over 150 fundamental inputs and optimized to adapt to real-time market conditions.

Combined with InvestingPro’s Fair Value data — which aggregates 17 institutional-grade valuation models — premium members have access to dozens of high-quality picks trading at steep discounts to their estimated fair value.

The results reveal several fundamentally sound businesses that have been temporarily overlooked despite the broader volatilty, creating rare pockets of deep value. Here is a preview of the deeply undervalued setups flagged by the system ahead of their imminent earnings reports:

• Onto Innovation Inc (NYSE:ONTO): Pointing to +37.3% Fair Value upside after delivering a 14.2% EPS beat in its record last quarter (Featured Spotlight Below)
• [LOCKED DOWNSTREAM ENERGY PLAY]: +34.4% Fair Value upside (InvestingPro Members Only) — this stock delivered a massive 94.3% EPS beat in its last quarter and is already up +66.61% since being picked in March!
• [LOCKED OIL EXPLORATION GIANT]: +28.2% Fair Value upside (InvestingPro Members Only) — this energy heavyweight generated its highest free cash flow since 2022 last quarter alongside a 29% EPS beat.

Among dozens more high-conviction value setups!

Still not a member? Then here’s your chance to get the full list of picks NOW:

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High Fair Value upside is just one part of the InvestorPro edge. By catching undervalued quality right before the market re-rates it, premium members are locking in huge winners every month. Here are just a few of November’s standout performers less than a week into the month:

• Ardent Health (NYSE:ARDT): +32.17% in Nov alone (+80.89% since picked)
• CONMED (NYSE:CNMD): +19.28% in Nov alone
• Bobs Discount Furniture (NYSE:BOBS): +17.5% in Nov alone
• Kyndryl Holdings (NYSE:KD): +16.99% in Nov alone (+31.22% since picked)
• LivaNova PLC (NASDAQGS:LIVN): +15.41% in Nov alone

Among many more!

Disciplined fundamentals meet explosive growth

Onto Innovation Inc (NYSE:ONTO) is a prime example of explosive market momentum driven by undeniable industry tailwinds and robust business execution. The process control solutions provider has created a phenomenal growth setup across its global semiconductor operations. Following a record quarter with revenue of $343.1 million—up 35% year-over-year—and adjusted EPS beating estimates by 14.2%, the company’s underlying fundamentals suggest the rally has much further to run. Commercial momentum continues to grow, highlighted by gross margins expanding to 57% and operating margins reaching 30%, reflecting meaningful operational improvements driven by extended factories and supply chain localization.

Positioned as an indispensable provider of advanced metrology and inspection systems for the semiconductor industry, InvestingPro places Onto’s Fair Value upside at an impressive 37.3%.

Record Growth, Momentum, and Room to Run

Our ML engine selected Onto Innovation based on three standout strengths: exceptional stock performance, rapid business growth, and attractive upside potential.

• The stock has surged ~95% year-to-date and ~124% over the past year, sharply outpacing the broader market, with fresh momentum of ~20% in the past month alone.
• Growth is firing on all cylinders: Q2 revenue hit a record ~$343 million, up ~35% year-over-year, with advanced packaging up ~80% for the full year and a backlog exceeding $1.1 billion extending into 2027.
• Despite the strong run, analyst targets average ~$386, suggesting meaningful upside from today’s price, while 8 out of 8 Wall Street analysts rate it a strong buy — with AI-driven demand for its Dragonfly and Atlas inspection systems just getting started.

Our AI models provide the same detailed rationale for every stock they select or remove, so members know exactly what the data showed at the time.

Backed by professional-grade financial intelligence, our monthly-updated list of tech picks has absolutely crushed the broader market, posting a +147.69% return since launching in November 2023. That is an incredible +74.08% outperformance over the benchmark S&P 500.

*These are real-world numbers, recorded since the official launch of our AI models in November 2023.

With ProPicks, subscribers don’t just receive a list of tickers. They gain access to the precise rationale behind every single addition and removal across our strategies, helping investors make informed, data-backed decisions before the broader market reacts.

Do not miss the opportunity to review the full list of November picks and see exactly where the smart money is moving next.

As part of our Early Bird Sale, you can secure an InvestingPro subscription for up to 55% off!

• Already a member? Jump straight to the FULL list of November picks HERE.
• Not yet a member? Here’s your opportunity to access the full list now
  • App users can subscribe here
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How the AI Stock Picker Works

At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.

By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.

Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.

To consistently track performance, each strategy utilizes equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.

The objective is to systematically reposition capital toward the strongest opportunities as market conditions evolve.

Disclaimer: Subscription prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.