Despite geopolitical risks and macro pressures, investors are looking for stocks that can navigate near-term pressures and deliver strong returns over the long term. Here, we used TipRanks’ Stock Screener to shortlist three stocks in the Industrial sector that have been assigned a Strong Buy consensus rating by Wall Street and have attractive upside potential.
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Forget margin or options. Here's how the pros trade GEVBoeing (NYSE:BA) Stock
After struggling for years with safety and manufacturing issues that have cost billions of dollars, Boeing is showing signs of improvement. The aerospace and defense company recently reported a 14% increase in Q1 2026 revenue to $22.2 billion and a narrower-than-anticipated loss, with improvements noted across all its major businesses. It is taking several initiatives under the leadership of CEO Kelly Ortberg to return to profitability. Ortberg expects to ramp up production of Boeing’s best-selling 737 Max aircraft to 47 a month from 42 this summer, which will help improve the bottom line.
Following the Q1 print, UBS analyst Gavin Parsons reiterated a Buy rating on Boeing stock with a price target of $285. The 4-star analyst noted that the company is progressing well with regard to its recovery, with consistently rising build rates, certification schedules moving forward, fewer charges in the defense business, and gradually improving cash flows.
The analyst contended that while the recovery will still face setbacks, they are becoming smaller, helping rebuild Boeing’s track record and enabling investors to focus on the long-term upside as reflected in the nearly $700 billion aerospace and defense backlog. Overall, Parsons is bullish on Boeing’s long-term potential with an expectation of $20 billion in free cash flow in 2030 and nearly ten years of backlog.
With 16 Buys and one Hold, Boeing scores Wall Street’s Strong Buy consensus rating on TipRanks. The average BA stock price target of $274.27 indicates 22.2% upside potential. BA stock has risen 20% over the past year.
L3Harris Technologies (NYSE:LHX) Stock
Defense supplier L3Harris recently delivered market-beating Q1 2026 revenue and earnings, driven by solid demand for its weapons and military intelligence systems from the Pentagon. The company raised its full-year earnings guidance. The ongoing geopolitical tensions in the Middle East have weighed on the Pentagon’s supplies, driving demand for defense contractors such as L3Harris.
Meanwhile, L3Harris has confidentially filed for the IPO of its missile solutions unit, as part of a deal with the Department of Defense (DoD). Notably, under the deal, DoD has invested $1 billion in the missile solutions unit to boost production of solid rocket motors that are used in missiles such as Tomahawks and Patriot interceptors.
Earlier this week, Bernstein analyst Douglas Harned lowered his price target for L3Harris Technologies stock to $405 from $435 but retained a Buy rating. The 4-star analyst continues to expect robust growth in the company’s space, solid rocket motor, and tactical communications businesses. The analyst added that while each of these areas aligns with DoD’s priorities, there are concerns about budget uncertainty for 2027.
Overall, Wall Street has a Strong Buy consensus rating on L3Harris Technologies stock based on 10 Buys and three Holds. The average LHX stock price target of $392.40 indicates about 30% upside potential. LHX stock has risen 38% over the past year.
GE Vernova (NYSE:GEV) Stock
GE Vernova stock has rallied 173% over the past year amid strong demand for the company’s power and electrification solutions. The company delivered solid Q1 results and increased its full-year guidance.
The rapid growth in AI data centers is boosting the demand for GEV’s gas turbines and grid equipment. Notably, backlog increased by $13 billion sequentially in Q1 2026 to $163 billion. The company now expects its backlog to reach $200 billion by 2027, a year earlier than the previous forecast.
Recently, Argus analyst John Staszak increased his price target for GE Vernova stock to $1,300 from $800 and reiterated a Buy rating. Staszak noted that the company’s installed base generates about 30% of the world’s electricity. The analyst views GE Vernova as a well-run, financially strong company that is well-positioned to capitalize on megatrends such as energy transition, global electrification, and global decarbonization. While GEV’s profitability has been uneven recently, Staszak noted that a turnaround is in progress and the near-term growth outlook looks promising.
Overall, GE Vernova scores a Strong Buy consensus rating based on 19 Buys and three Holds. The average GEV stock price target of $1,240.30 indicates 13.3% upside potential.
