Analysts are intrested in these 5 stocks: ( (ORCL) ), ( (MDB) ), ( (NOVA) ), ( (SMG) ) and ( (OKTA) ). Here is a breakdown of their recent ratings and the rationale behind them.
Oracle has recently seen a shift in analyst sentiment, with Brian White upgrading the stock to a Hold. The company is poised to report its third-quarter fiscal year 2025 earnings, with expectations of revenue growth driven by cloud services. Despite Oracle’s strong market position and potential in the AI sector, concerns about valuation, competition, and a fragile macro environment persist. The company is projected to achieve significant cloud growth, although recent innovations by competitors like DeepSeek have posed challenges. Oracle’s future outlook includes double-digit revenue growth and increased capital expenditure, but the market remains cautious.
MongoDB has been upgraded to a Hold by analyst Brian White, as the company prepares to announce its fourth-quarter fiscal year 2025 results. Despite challenges in the competitive database market and pressure on its Atlas service, MongoDB is expected to meet revenue forecasts. The company’s subscription revenue continues to grow, although at a decelerating pace. MongoDB’s future guidance suggests a potential for recovery, but the prolonged downturn in Atlas’s growth remains a concern. Investors are advised to watch for the company’s fiscal year 2026 guidance.
Sunnova Energy International faces a challenging outlook, with multiple analysts downgrading the stock to Hold or Sell. The company struggles with cash generation and debt maturity issues, exacerbated by a disappointing fourth-quarter performance. Analysts have expressed concerns about Sunnova’s ability to address its 2026 debt maturities, with some predicting potential equity dilution or restructuring. The company’s going concern language in recent filings has further impacted investor confidence, and the lack of clear guidance adds to the uncertainty. Despite these challenges, Sunnova’s existing contracted customer base offers some value.
Scotts Miracle-Gro Company has been upgraded to Buy by analyst W. Andrew Carter, who sees potential for a robust earnings recovery. The company’s shares have underperformed recently, but its strong position in the U.S. Consumer business and a 4.7% dividend yield make it an attractive investment. Scotts Miracle-Gro is expected to benefit from agricultural exemptions and a favorable labor environment, with a focus on DIY lawn care. The company’s fiscal year 2025 guidance suggests potential for gross margin improvement and increased advertising spending, supporting its long-term growth profile.
Okta has been upgraded to Buy by analyst Rudy Kessinger, following strong fourth-quarter results and signs of growth stabilization. The company reported impressive revenue and profit figures, with new products contributing significantly to bookings. Okta’s enterprise traction is improving, with an increase in large customer accounts. The company’s fiscal year 2026 guidance has been raised, although it remains conservative. Okta’s focus on new product offerings and its success with large enterprises position it well for continued growth in the identity access management space.