Acciones infravaloradas con un claro catalizador para la recuperación en 2026

The market's appetite for value is shifting as investors increasingly focus on beaten-down companies with clear turnaround potential. In 2026, three names-Lennar (LEN), Marvell Technology (MRVL), and Snap (SNAP)-stand out as compelling candidates for a rebound, driven by strategic reinvention, AI-driven innovation, and improving fundamentals. These companies, though battered by macroeconomic headwinds in recent years, are now positioned to capitalize on structural trends and operational upgrades that could unlock significant shareholder value.

Lennar: Housing Market Resilience and Margin Expansion

Lennar, the largest U.S. homebuilder, has demonstrated resilience in a challenging housing market. Its Q4 2025 earnings report highlighted a net income of $490 million, or $1.93 per diluted share, with 23,034 homes delivered and 20,018 new orders secured. The company's gross margin on home sales reached 17.0%, while vertical construction costs fell by 10% over two years, reflecting disciplined cost management.

Looking ahead, Lennar's 2026 guidance of 85,000 home deliveries-up from 82,583 in 2025-signals confidence in market recovery. The company plans to reduce homebuyer incentives from 14% to 4–6% as affordability improves, a move that could significantly boost margins. Additionally, Lennar's subsidiary LENX is driving technological innovation, including AI-powered tools to optimize inventory and customer engagement. These initiatives, combined with a focus on housing affordability, position Lennar to outperform in a sector poised for stabilization.

Marvell Technology: AI Infrastructure and Custom Silicon

Marvell Technology has emerged as a critical player in the AI infrastructure boom. Its Q4 2025 revenue surged to $1.817 billion, a 27% year-over-year increase, driven by a 78% rise in data center revenue. The company's custom AI silicon is now in volume production, with partnerships with hyperscalers fueling demand. AI-related revenue accounted for 73% of total sales, underscoring its strategic pivot to high-growth markets.

Marvell's Q1 2026 results further validated its momentum, with revenue hitting $1.895 billion-a 63% year-over-year jump. The company raised its 2026 guidance, citing sustained demand for AI semiconductors and 5G infrastructure. By focusing on custom silicon and interconnect solutions, Marvell is addressing the bottlenecks in AI compute and data transmission, positioning itself as a linchpin in the next phase of tech innovation.

Snap: AI-Driven Monetization and User Growth

Snap's Q3 2025 results revealed a 10% year-over-year revenue increase to $1.51 billion, with daily active users (DAU) reaching 477 million and monthly active users (MAU) hitting 943 million. The company's strategic investments in AI and AR are paying off: the Imagine Lens, AI Portraits, and partnerships with Perplexity AI are enhancing user engagement and advertiser value. For Q4 2025, Snap projected revenue of $1.68–$1.71 billion, reflecting 8–10% growth.

A key catalyst for Snap is its expansion into AI-driven monetization. The integration of conversational search and generative AI tools is opening new revenue streams, while Snapchat+ subscriptions grew 54% year-over-year to $190 million. Analysts have raised price targets to $12–$14.50, citing strong advertising growth and the potential for AR commerce. With a $500 million stock repurchase program and a 12% post-earnings share price surge, Snap is demonstrating both operational discipline and investor confidence.

Why These Stocks Matter in 2026

The common thread among Lennar, Marvell, and Snap is their ability to leverage structural trends-housing affordability, AI infrastructure, and digital engagement-while addressing operational inefficiencies. Lennar's margin expansion and delivery targets, Marvell's AI silicon leadership, and Snap's AI/AR monetization all represent clear catalysts for 2026.

For value investors, these companies offer a rare combination of undervaluation and upside potential. Lennar trades at a discount to its historical price-to-earnings ratio despite improving margins. Marvell's revenue growth outpaces its valuation multiples, while Snap's user base and AI capabilities suggest a path to sustained profitability.

As 2026 optimism builds, these three stocks exemplify the power of strategic reinvention in a post-pandemic economy. For those willing to look beyond short-term volatility, they represent compelling long-term value plays.