Analysts are intrested in these 5 stocks: ( (QS) ), ( (MDT) ), ( (MP) ), ( (CSIQ) ) and ( (AVAV) ). Here is a breakdown of their recent ratings and the rationale behind them.
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QuantumScape has been a hot topic among investors, with its stock experiencing significant volatility and a strong rally this year. Analyst Wesley Brooks from HSBC has downgraded QuantumScape to ‘Sell’, citing limited visibility on contract economics and the stock’s current price reflecting an overly bullish scenario. Despite achieving multiple milestones in 2025, including partnerships and technology demonstrations, the lack of detailed information on commercial agreements and the uncertainty around commercialization timing have led to a cautious outlook.
Medtronic has seen an upgrade from analyst David Roman, moving from ‘Sell’ to ‘Hold’. This change comes after the company’s second-quarter results showed promising momentum in new product development and improved financial metrics. The accelerated growth in R&D and SG&A spending is expected to support more durable performance, making Medtronic’s strategy appear more effective. While Medtronic trades at a lower valuation compared to its peers, the strengthened outlook provides a more optimistic perspective for investors.
MP Materials has caught the attention of analyst Brian K. Lee, who initiated coverage with a ‘Buy’ rating. As the largest rare earth producer in the Western Hemisphere, MP Materials is strategically positioned to benefit from US policy and vertical integration. The focus on neodymium-praseodymium oxide, crucial for electronics and defense systems, aligns with growing demand in these sectors. The analyst’s positive outlook is supported by the company’s potential to unlock significant value through its strategic initiatives.
Canadian Solar has faced a downgrade from analyst Maheep Mandloi, moving to ‘Sell’. The recent surge in stock price is seen as overdone, with the market pricing in high growth expectations for the company’s battery storage business. Despite a strong performance in recent months, uncertainties around US compliance and the impact of the US factory resolution have raised concerns. The analyst’s revised price target reflects these challenges and the potential risks associated with solar oversupply and rising commodity prices.
AeroVironment has been initiated with a ‘Buy’ rating by analyst Clarke Jeffries, highlighting the company’s expansion into new markets. Known for its defense technology, AeroVironment is making strides in autonomous systems and space applications. The acquisition of BlueHalo has bolstered its position in emerging categories like counter-UAS and SATCOM. With a strong backlog and a bullish growth outlook, AeroVironment is well-positioned to capitalize on future opportunities, making it an attractive option for investors looking for growth in the defense sector.