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While next week is a short week due to the Thanksgiving holiday, there are two GARP stocks reporting earnings that are presenting a nice opportunity. GARP is a term popularized by Peter Lynch and stands for Growth At a Reasonable Price. Personally, I think this is the best type of stock because it combines the growth and compounding needed for a stock to appreciate over the long term with the margin of safety characteristic of value investing.

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Let’s start with Dell (DELL) which reports on Tuesday afternoon. DELL had been on a tear since the April lows with the stock going from less than $70 to a high of $165. But it has had a nasty correction this month with the stock losing about a quarter of its value.

DELL divides its business into two segments: Infrastructure Solutions Group (ISG) and Consumer Solutions Group (CSG). ISG is itself divided into Servers and Networking and Storage. All the growth is in Servers and Networking in which their AI Solutions products are included. Servers and Networking revenue was up 69% in the quarter ended August 1 and 47% in the first two quarters of their fiscal year. That’s some spicy growth!

However, this growth is somewhat hidden by the fact that Servers and Networking is only one part of DELL’s business. DELL is guiding overall FY26 revenue growth to 12% and FY26 EPS to $9.55. So while you are getting a lot of slow growing businesses like the CSG segment and Storage, you also get access to the AI trade via Servers and Networking at only 13x forward earnings.

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Another stock I like ahead of earnings Tuesday afternoon is Urban Outfitters (URBN). I first wrote about the fast growing segment – Nuuly – driving URBN stock three months ago. URBN is an apparel retailer with its namesake brand as well as Free People and Anthropologie. The retailers are doing just fine with comps +5.2% in the first half of the year.

But the real reason to own URBN is Nuuly. Nuuly is a clothing rental subscription business – and it is growing fast: Revenue increased 56% in the first half of the year. Nuuly revenue is on track to surpass $500 million in revenue this year on its way to $1 billion according to URBN Chief Technology Officer and President David Hayne.

Once again we have a stock with a fast growing segment that will drive revenue and profits higher for the foreseeable future combined with a reasonable valuation of 13x forward earnings by my estimate. To be clear: These stocks are not trades for me but investments. I intend to hold them for the long term as long as the story I’ve outlined remains intact.

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