Analysts are flagging upside potential across a range of stocks, with NVIDIA Corporation, Super Micro Computer Inc and Intel Corporation among those drawing renewed attention.
NVIDIA, trading near $215, remains a top pick at TD Cowen amid sustained AI demand, with revenue estimates reaching $95 billion and visibility extending through 2027. The stock carries a consensus strong buy rating and a $305 target, implying 41.5% upside. Analysts also note recent support from ARK ETF purchases and hedge fund short activity.
Super Micro Computer, at $37, posted a $60 billion order backlog and saw consensus FY27 gross margin estimates rise 140 basis points following an independent board review that found no evidence of wrongdoing by senior management. The company retains a buy consensus and a $42 target, suggesting 13.6% upside, though government probes continue to weigh on sentiment.
Intel, trading at $90, faces heightened scrutiny after a $15 billion equity offering aimed at funding its AI transition. The stock, rated buy, carries a $115 target and 27.2% upside potential, though the capital raise has triggered a 3.3% drop in recent sessions.
Space Exploration Technologies Corp., or SpaceX, is viewed as a high-beta play with a long-term target of $216, implying 58.4% upside, though a short-term fair value estimate of $114 suggests near-term downside risk. Ondas Holdings, trading at $9, carries the highest upside among the group at 120.5% based on a $19 target, supported by a strong buy consensus from nine analysts.
American Airlines Group, trading near fair value at $14, is rated buy with a $19 target and 37.4% upside, while SoFi Technologies and UiPath trade below fair value with mixed analyst views. Plug Power faces high uncertainty, with Canaccord assigning a hold rating and a fair value below its current price.
Key macro events, including U.S. GDP and Core PCE data, alongside the Jackson Hole Symposium from August 26–28, may influence sector sentiment in the near term.
