The Morning Filter 3 Stocks to Buy After Earnings
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Nov 10, 2025 In this insightful discussion, Seth Goldstein, a senior analyst at Morningstar, dives deep into FMC's challenges, highlighting the impact of inventory destocking and patent losses on its recent financial performance. He details why FMC's dividend cut and negative cash flow have shaken investor confidence. Seth outlines potential paths for recovery through new product launches while addressing the risks posed by high debt levels. They also explore whether the U.S. stock market is overvalued and identify undervalued sectors ripe for investment.
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Palantir Growth vs. Market Profit-Taking
- Palantir raised guidance and Morningstar increased its revenue growth forecast, but the market pulled back due to valuation limits.
- The stock still trades at a large premium, showing profit-taking rather than fundamental deterioration.
AMD: Good Results, Awaiting AI Visibility
- AMD reported strong revenue and guidance, but the market expected more detail on AI buildout timing and usage forecasts.
- Morningstar held fair value, making the stock slightly overvalued pending investor-day revelations.
Fortinet: Growth Shifting To Newer Security Areas
- Fortinet's core results were solid and pockets of faster growth justify Morningstar's valuation.
- The stock now sits at a discount as newer security segments gain traction versus legacy business.