+66%, +53%, +50% upside: These undervalued AI-picked stocks just crushed earnings

Big tech may be mounting a bounce, but heightened volatility is keeping investors on high alert, as single-day swings continue to test conviction across crowded mega-cap trades.

This earnings cycle is ruthlessly separating market hype from durable fundamental performance—giving disciplined stock pickers a rare opportunity to capture mispriced value right before explosive breakouts.

Readers of this column know that high-conviction pick Ardent Health Inc. (NYSE:ARDT) has done exactly that, following a blowout earnings report that produced a commanding 34.8% EPS surprise. The stock is now up +49.38% for November alone and a staggering +104.44% since it was first picked by ProPicks AI in December 2025. Likewise, after topping Q3 expectations Bobs Discount Furniture (NYSE:BOBS) is up +26.55% and Kyndryl Holdings (NYSE:KD) is also up +21.48% for the month alone.

But if you missed these picks, HERE’S THE GOOD NEWS: 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 following recent blowout earnings reports:

• Blue Owl Capital Inc (NYSE:OWL): Pointing to +49.5% Fair Value upside after delivering a standout +15.5% revenue surprise and beating EPS expectations in its latest quarter (Featured Spotlight Below).
• [LOCKED TECH RESEARCH & ADVISORY GIANT]: +66.1% Fair Value upside (InvestingPro Members Only) — this enterprise intelligence leader blew past Wall Street expectations with a massive +26.4% EPS surprise alongside an across-the-board top-line beat.
• [LOCKED PREMIER SHALE ENERGY PRODUCER]: +52.5% Fair Value upside (InvestingPro Members Only) — delivered an explosive double-beat in its latest release, posting a +16.9% EPS surprise paired with a robust +10.3% revenue beat.

Among dozens more high-conviction value setups!

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High Fair Value upside is just one part of the InvestingPro 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): +49.38% in Nov alone (+104.44% since picked)
• Bobs Discount Furniture (NYSE:BOBS): +26.55% in Nov alone
• Kyndryl Holdings (NYSE:KD): +21.48% in Nov alone (+36.25% since picked)
• CONMED (NYSE:CNMD): +17.27% in Nov alone
• LivaNova PLC (NASDAQGS:LIVN): +17.27% in Nov alone

Among many more!

Disciplined fundamentals meet durable growth

Blue Owl Capital Inc (NYSE:OWL) is a prime example of strong market momentum driven by undeniable alternative asset tailwinds and robust business execution. The alternative asset manager has created a phenomenal growth setup across its private credit, GP strategic capital, and real estate operations. Following a strong quarter with revenue of $806.5 million—beating estimates by 15.5%—and EPS of $0.24 exceeding forecasts, the company’s underlying fundamentals suggest the rally has much further to run. Commercial momentum continues to grow, highlighted by a fee-related earnings (FRE) margin of 58.6% and fee-related earnings expanding 15% year-over-year, reflecting meaningful operational improvements driven by scaling permanent capital and accelerating management fee growth.

Positioned as an indispensable leader in private credit, GP strategic capital, and digital infrastructure solutions, InvestingPro places Blue Owl’s Fair Value upside at an impressive 49.5%.

Growth, Value, and Strong Momentum

Our ML engine selected Blue Owl Capital based on three standout strengths: strong recent price momentum, attractive valuation, and durable business growth.

• The stock has surged ~10% in the past week and ~15% over the past month, yet still trades at roughly 60% of its 52-week high — leaving significant room for recovery as momentum builds.
• Growth is firing on all cylinders: assets under management hit a record $330 billion (up 12% year-over-year), the company raised $49 billion in the past year, and fee-related earnings grew ~15% year-over-year — with $36 billion in assets not yet earning fees locking in roughly $400 million of future annual revenue.
• With a PEG ratio around 1.0, the market is effectively underpricing the company’s growth, while analyst targets of up to $20–$24 suggest meaningful upside from current levels, and a generous ~9% dividend yield rewards investors while they wait — with easing redemption pressures, an expanding AI data center footprint, and new retail distribution channels keeping growth durable and well-supported.

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 +163.31% return since launching in November 2023. That is an incredible +85.06% 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.
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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.