3 Growth Stocks Down 25% to 54% Present Buying Opportunities Amid Temporary Weakness
Hexcel, GXO Logistics, and ON Semiconductor trade at steep discounts to all-time highs, offering entry points for long-term investors. Hexcel's advanced composites are gaining share in aerospace, with newer aircraft like the Boeing 737 MAX containing 15% composites versus 5% in legacy models. Wide-body planes now exceed 50% composite content.
Production delays at Boeing and Airbus have created near-term headwinds, but multiyear backlogs signal durable demand. Similarly, GXO's e-commerce logistics infrastructure and ON Semiconductor's positioning in secular growth markets remain intact despite cyclical pressures.
The selloff reflects transient operational challenges rather than structural impairment. These companies operate in industries where long-term adoption curves remain upward-sloping, suggesting current valuations may overlook eventual recoveries in execution.
