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Four Quality Stocks in the Valley: When to Step In

After sharp pull-backs, FICO, Intuitive Surgical, Adobe, and CAVA still look expensive—but patience and disciplined entry points can turn a slump into opportunity.

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David Bernstein
Oct 01, 2025
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Four Quality Stocks in the Valley: A Disciplined Look at Timing

Investors love a bargain, but sometimes a falling price isn’t enough. Four well-known growth names—Fair Isaac (FICO), Intuitive Surgical (ISRG), Adobe (ADBE), and CAVA Group (CAVA)—have all dropped well below their highs. The question: are they merely cheaper, or truly attractive now?

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We’ll look at
1. the events that triggered the declines,
2. how far they’ve fallen and where valuations stand,
3. who they’re up against, and
4. a set of disciplined limit prices that recognize the differences in their risk profiles.

None of these firms pays a regular dividend, so any return will come entirely from future price appreciation.

1. What Drove the Pull-Backs

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