The Morning Filter 4 Stocks to Buy After Earnings
17 snips
May 11, 2026 They discuss how yen moves and Bank of Japan actions could ripple through global markets. Inflation reports and energy trends that might shake stocks are highlighted. AI and semiconductor demand, plus which chipmakers and cybersecurity names are catching momentum, get attention. They close by naming four stocks they think look interesting after recent earnings.
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Fortinet Reignited Cybersecurity Rally With Strong Execution
- Fortinet beat and expanded margins, which reignited interest across cybersecurity stocks.
- Results showed 20% top-line growth, 160bps margin expansion, and guidance lift to $7.8B revenue for 2026.
Buy Select Cybersecurity Stocks Not The Whole Group
- Consider cybersecurity names selectively: Zscaler and Check Point look most undervalued while others hover near fair value.
- Dave highlights Zscaler as five-star (50% discount) and Check Point as five-star (40% discount) but flags execution risks.
Kraft Heinz Stabilizing Top Line But Inflation Pressures Persist
- Kraft Heinz is seeing revenue stabilization but still faces input-cost pressure and limited pass-through to consumers.
- Organic sales down 0.4%, operating margin fell 30bps, and company guides to 4% inflation for fiscal 2026.