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Thursday's Featured Story These 3 Beaten-Down Stocks Could Be Your Best Buying Opportunity This QuarterWritten by Jordan Chussler. Published 11/17/2025. 
Key Points - The sell-off that began in late October continued through the first half of November as concerns about valuations and an AI bubble continue.
- Since Oct. 29, consumer discretionary, communication services, and tech are down 3.45%, 4.27%, and 5.25%, respectively.
- That has created buy-the-dip opportunities in those sectors, with high-quality companies like Meta Platforms, Home Depot, and T-Mobile currently on sale.
The tech sell-off that began in late October continued through the first half of November. While the selling was initially isolated to a handful of the Magnificent Seven names and other AI-levered names — including Palantir Technologies (NASDAQ: PLTR), whose shares are down nearly 13% since — the weakness has bled into numerous other sectors. Specifically, as tech compiled a loss of 5.25% during that period, communication services dropped 4.27% and consumer discretionary stocks fell 3.45%. Pullbacks are a healthy part of market cycles, especially during bull runs. Investors often act impulsively during earnings season; what matters most is forward guidance. After picking Nvidia in 2016, before it jumped 27,000%...
Jeff Brown is back with what he believes will be the biggest paradigm shift ever.
Yes, even bigger than AI. And he found one Seattle company that's at the center of this new $100 trillion revolution.
Click here to get the name of this company, completely free of charge... Click here for the details. For investors looking to buy the dip, three companies with solid fundamentals and long-term prospects are trading at more attractive levels: Meta Platforms (NASDAQ: META), T-Mobile (NASDAQ: TMUS), and Home Depot (NYSE: HD). Meta's AI Spending Is Surging When the Magnificent Seven member reported Q3 results on Oct. 29, it beat both top- and bottom-line estimates. Earnings per share (EPS) of $7.25 exceeded the $6.74 analyst consensus, and revenue of $51.24 billion topped expectations of $49.34 billion — a 26.2% year-over-year increase. But earnings are rear-facing, and the market reacted negatively to Meta's CapEx plans for AI infrastructure spending, including $600 billion over the next three years. This year alone, Meta is slated to invest between $70 billion and $72 billion. The company also reported a one-time $15.9 billion tax hit, which accelerated selling. Shares of META are now down nearly 19% since the Oct. 29 report. CEO Mark Zuckerberg said the company plans to "aggressively front-load [AI] building capacity," framing the increased CapEx as long-term investments supported by strong revenue growth in Meta's core advertising business. Meta's Q4 guidance calls for revenue between $56 billion and $59 billion, primarily driven by advertising improvements from AI targeting and higher engagement across its apps, including Facebook, Instagram, WhatsApp and Threads. Meta is the only Magnificent Seven stock that hasn't undergone a stock split. While its share price of $609.46 may seem elevated, Wall Street remains bullish: of 48 analysts covering META, 41 rate it a Buy, seven a Hold and none a Sell. The analysts' average 12-month price target of $827.60 implies nearly 36% upside. The stock trades at a price-to-earnings (P/E) ratio of 26.92 — the cheapest among the Magnificent Seven. For context, NVIDIA (NASDAQ: NVDA) and Tesla (NASDAQ: TSLA) trade at P/Es of 54.18 and 269.57, respectively. Home Depot Pays Patient Investors Home Depot hasn't reported Q3 earnings yet, but when it reported Q2 results on Aug. 19 it missed on both earnings and revenue. Since then, the stock has struggled and is down more than 11% from those levels. Year-to-date, shares of HD are down 6.72%. The consumer-discretionary mainstay is feeling the effects of softer macro conditions. Consumer spending has cooled versus 2024, and retailers like Home Depot are being affected. Even so, earnings are only expected to grow about 3.11% over the next year, and the stock trades at a reasonable P/E of 24.60. Home Depot also appears oversold: its Relative Strength Index on a YTD chart reads 29.71. Wall Street is largely confident in a turnaround: the 23 analysts covering the stock give it an average 12-month price target of $429.33, implying about 18.6% upside. Meanwhile, patient investors are rewarded with income. Home Depot has raised its dividend for 16 consecutive years, making it a dependable holding for income-focused portfolios. The shares currently yield 2.54%, or about $9.20 per share annually. T-Mobile's Growth Is Underappreciated T-Mobile, the second-largest U.S. mobile carrier, reported Q3 results on Oct. 23 and beat expectations. The company posted EPS of $2.41 and revenue of $21.96 billion, an 8.9% year-over-year increase. How did the market react? The stock fell nearly 9% through Nov. 6. It has reclaimed some losses since, but remains down on the year — suggesting investors initially overlooked T-Mobile's revised full-year guidance, which included: - Adjusted EBITDA revised from $33.3–$33.7 billion to $33.7–$33.9 billion
- Adjusted free cash flow baseline increased from $17.6 billion to $17.8 billion
- Fiber customer net additions raised from ~100,000 to ~130,000
Wall Street hasn't missed those improvements. Short interest is low at just 1.89%, and the 32 analysts covering T-Mobile assign it an average 12-month price target of $266.83, implying about 23.5% upside from current levels.
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