Analysts are intrested in these 5 stocks: ( (VRT) ), ( (AFRM) ), ( (SRPT) ), ( (MU) ) and ( (PEP) ). Here is a breakdown of their recent ratings and the rationale behind them.
Claim 50% Off TipRanks Premium and Invest with Confidence
- Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis so your portfolio is always positioned for maximum potential
Vertiv Holdings has been a standout performer in the data center infrastructure market, with its stock rising approximately 14 times since December 2022. Analyst Nigel Coe has downgraded the stock to a Hold, citing that much of its potential growth is already priced in at a high P/E ratio of 36x. Despite this, Coe acknowledges the company’s strong EPS growth and expanding backlog, which suggests continued sales growth. However, he warns of potential volatility and advises buying on market corrections.
Affirm Holdings is gaining attention as a differentiated Buy Now, Pay Later (BNPL) provider. Analyst Darrin Peller has initiated coverage with a Hold rating, highlighting Affirm’s growth in 0% APR loans and the increasing adoption of its Affirm Card. The company’s international expansion, particularly into the UK, is also noted as a growth driver. Despite these positives, Peller advises waiting for a more attractive entry point due to current valuation concerns.
Sarepta Therapeutics is receiving positive attention from analyst Yun Zhong, who has initiated coverage with a Buy rating. The analyst sees potential in Sarepta’s exon-skipping products and the Elevidys therapy, which could regain approval for non-ambulatory patients by 2027. Despite past setbacks, Zhong is optimistic about the company’s pipeline, including early-stage siRNA programs, and expects stable revenue from existing products.
Micron Technology is positioned as a key beneficiary of the memory supercycle, according to analyst Ricky Seo, who has initiated coverage with a Buy rating. Seo highlights Micron’s leadership in new technologies like commodity DRAM and eSSD, forecasting significant profit growth. The analyst believes the market underestimates the impact of these technologies and sees Micron as well-positioned for long-term growth, despite potential risks related to market demand and capacity expansion.
PepsiCo has been upgraded to a Buy by analyst Andrea Faria Teixeira, who sees the company’s innovation and marketing strategies as key drivers of shareholder returns. The analyst notes PepsiCo’s strong productivity savings and believes the company is well-positioned for EPS growth in 2026. Despite some market skepticism, Teixeira is optimistic about PepsiCo’s ability to capitalize on recent M&A activities and improve its top-line performance.