Analysts are intrested in these 5 stocks: ( (CRWD) ), ( (CVNA) ), ( (NET) ), ( (OMF) ) and ( (COF) ). Here is a breakdown of their recent ratings and the rationale behind them.
CrowdStrike Holdings is catching the eyes of analysts, with Gray Powell upgrading the stock to a ‘Buy’ status. The company is bouncing back from a significant IT outage in 2024, and experts see a bright future with accelerated growth in the latter half of 2026. CrowdStrike’s dominance in the security software space, particularly in endpoint security, SIEM, and cloud security, positions it as a leader. The potential for revenue growth to $9.5 billion by 2028 is impressive, and the stock is expected to hit a $10 billion ARR target earlier than anticipated. With a new price target of $431 per share, CrowdStrike is poised for a premium valuation.
Carvana Co is making waves with its recent upgrade to ‘Buy’ by Adam Jonas, who sees the company overcoming previous challenges. Carvana has shown impressive operating execution, achieving double-digit retail unit growth and strong EBITDA margins. The company has addressed its high leverage through free cash flow generation, putting it in line with industry peers. With a unique opportunity for investors due to a share price pullback, Carvana is set for significant upside potential, with a target price of $280 and a bullish case of $400.
Cloudflare is on the rise, with Madeline Brooks upgrading the stock to ‘Buy’ and setting a new price objective of $160. The company’s differentiated approach to AI and network security is driving growth, with a focus on AI-as-a-Service and SASE. Cloudflare is gaining market share from competitors like AWS and Cisco, and its AI momentum is expected to propel a 30% CAGR by 2028. While there are risks, such as the need for perfect execution and the nascent AI market, Cloudflare is positioned as a true ‘AI winner’ in the software space.
OneMain Holdings is being closely watched, with John Pancari initiating coverage with a ‘Hold’ rating and a $58 target price. As a major player in the non-prime consumer lending space, OneMain is navigating a volatile macro backdrop. The company is diversifying its business base into credit cards and auto loans, but there are risks due to economic sensitivity. Despite these challenges, OneMain’s solid profitability and growth potential make it a stock to watch, though near-term pressures could affect its performance.
Capital One Financial is drawing attention with Vincent Caintic upgrading the stock to ‘Buy’ and a target price of $208. The potential merger with Discover adds an interesting dynamic, but even if it doesn’t go through, Capital One’s strong capital position and buyback plans make it an attractive investment. The company has been proactive in tightening underwriting, setting it apart from competitors like American Express and Ally Financial. With opportunities to gain market share and a robust earnings outlook, Capital One is positioned for growth, regardless of the merger outcome.