Markets are entering April on steadier footing as hopes for a potential end to the Iran war ease some of the geopolitical pressure that has weighed on sentiment for months. With volatility cooling and investors rotating back into stocks with growth potential, three names stand out this month: USA Rare Earth (USAR), Applied Digital (APLD), and Riot Platforms (RIOT). Each offers a strong mix of momentum, rising demand, and improving fundamentals.
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Trade APLD with leverageUsing the TipRanks Stock Screener tool, we picked these three stocks because they have received a “Strong Buy” consensus rating from analysts. Also, these stocks have more than 100% upside potential in the next twelve months.
1. USA Rare Earth (USAR)
USA Rare Earth is working to build a domestic supply of rare earth elements and critical minerals essential for EVs, defense, semiconductors, and clean‑energy technologies.
The company is benefiting from strong tailwinds as the U.S. prioritizes domestic production of critical minerals tied to national security and industrial policy. Also, demand for rare earth materials continues to rise across EVs, batteries, and advanced electronics.
Turning to Wall Street, USAR stock has a Strong Buy consensus rating based on five Buys assigned in the last three months. At $33.50, the average USA Rare Earth stock price target implies upside potential of 118.38%.
2. Applied Digital (APLD)
Applied Digital builds high‑performance data centers designed to power the growing demand for AI and GPU-driven compute. The company continues to scale its high-performance data centers, benefiting from surging demand for GPU‑powered workloads.
The company is gaining momentum thanks to strong bookings from AI and cloud customers, rapid expansion of its advanced data center capacity, and better revenue visibility through long‑term contracts. These factors position the company well as demand for high‑performance computing continues to surge.
Wall Street’s consensus rating for APLD stock is a Strong Buy based on 10 Buys. The average analyst price target of $52.22 implies an upside potential of 105.03% from current levels.
3. Riot Platforms (RIOT)
Riot Platforms is benefiting from strong momentum as Bitcoin mining activity grows, aided by expanding mining capacity, increasing network share, and improving operational efficiency. With crypto demand rising and infrastructure investment accelerating, Riot remains well-positioned to capture long‑term growth in the digital asset ecosystem.
On TipRanks, analysts have a Strong Buy consensus rating on RIOT stock based on 12 Buys assigned in the past three months. Further, the average Riot Platforms price target of $26.36 per share implies 108.05% upside potential.
