Undervalued Stocks Spotlight: Morgan Stanley, Arista Networks, and More

The Undercovered Dozen is a weekly series highlighting lesser covered stocks from the previous seven days. This week's edition features Morgan Stanley, Arista Networks, Global Ship Lease, and more. The series aims to provide ideas and inspire discussion among the community.

The Undercovered Dozen is a weekly series curated by Seeking Alpha, highlighting lesser-covered stocks from the previous seven days. This week's edition features Morgan Stanley (NYSE:MS), Arista Networks (ANET), Global Ship Lease (GSL), and more. The series aims to provide ideas and inspire discussion among the community.

Morgan Stanley (NYSE:MS)
Morgan Stanley, a prominent financial institution, has garnered attention for its preferred shares. The Investment Doctor recently analyzed these preferred shares using the bank’s recent financial results and stress test outcomes. The analysis revealed that Morgan Stanley's preferred stock offers a 7% yield, making it an attractive option for income-focused investors. However, the article cautions that the stock's price may be depressed due to market conditions, suggesting a cautious approach [2].

Arista Networks (ANET)
Arista Networks is a leading player in high-speed networking, particularly in cloud and AI infrastructure. Investor Overview highlights Arista's strong financial performance, with quarterly revenue exceeding $2 billion in 2025. The company's gross margin held steady at 64.1%, and operating margin reached 47.8%, demonstrating its cost efficiency and profitability. Additionally, Arista has a substantial cash reserve and stock repurchase programs, indicating confidence in its valuation and growth prospects [5].

Global Ship Lease (GSL)
Global Ship Lease is a maritime shipping company that specializes in providing container ships and tankers for lease. While the company has not been extensively covered in recent articles, its focus on modern, environmentally friendly vessels makes it an interesting option for investors looking to capitalize on the growing demand for sustainable shipping solutions. The company's financial performance and strategic focus on modernizing its fleet could provide opportunities for growth [3].

CoreWeave (CRWV)
CoreWeave, Inc. (NASDAQ:CRWV) has seen significant price appreciation since its IPO, but Chris DeMuth Jr. advises selling the stock due to the lack of compelling reasons to hold it today. He suggests reallocating CRWV shares to Core Scientific, Inc. (NASDAQ:CORZ), which offers a stock-for-stock deal with a high internal rate of return (IRR). The deal requires antitrust approvals but presents minimal risk and timing concerns [4].

The iShares Core Dividend Growth ETF (DGRO)
A.J. Button highlights the iShares Core Dividend Growth ETF (NYSEARCA:DGRO) as a smart alternative to high-yield dividend funds. DGRO prioritizes dividend growth over high yield, with a five-year dividend growth rate of 7.6% CAGR and a 9% CAGR over 10 years. This focus on dividend growth could lead to higher returns than high-yield funds, making DGRO an attractive option for investors seeking stable cash flows [6].

KKR & Co (KKR)
Veltri Capital Insights holds a cautiously bullish view on KKR & Co (NYSE:KKR), despite recent volatility. The company reported negative net income in Q1 2025 due to changes in demand volumes but demonstrated core financial strength and increasing revenues. KKR's access to trending markets like private credits and infrastructure could boost its financial performance, making it a compelling long-term investment [7].

The Vanguard Information Technology ETF (VGT)
Agar Capital sees a strong buy opportunity in the Vanguard Information Technology ETF (VGT). The tech sector is entering a phase of increased capital inflows due to low realized volatility, favorable earnings resilience, and potential Fed rate cuts. VGT's focus on leading AI and cloud computing companies positions it to benefit from renewed investor appetite and global IT spending [8].

Upstart Holdings (UPST)
Bay Area Ideas highlights Upstart Holdings, Inc. (NASDAQ:UPST) as a significant player in the fintech and AI sectors. The company's strong performance across segments and reasonable valuation make it an attractive investment, with potential for further growth. Upstart has seen significant gains in the past year, with a 52-week gain of around 220%, despite recent volatility [9].

Civitas Resources (CIVI)
Fluidsdoc suggests looking at Civitas Resources (CIVI) for income and growth opportunities. The company's shares have been crushed in the past year, but its EV/EBITDA multiple is at historically low levels. This undervaluation presents a potential opportunity for investors seeking solid companies for maximum returns [10].

Conclusion
The Undercovered Dozen provides valuable insights into lesser-covered stocks with strong investment potential. Investors should carefully evaluate each opportunity based on their risk tolerance and investment goals. The series encourages discussion and further analysis among the community.

References
[1] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[2] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[3] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[4] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[5] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[6] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[7] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[8] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[9] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease
[10] https://seekingalpha.com/article/4801294-12-undercovered-stocks-morgan-stanley-arista-networks-global-ship-lease