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10 Stocks That Analysts Are Talking About

Like any other informed investor, we are always on the hunt for stocks that analysts are talking about. Analysts use their in-depth research expertise, industry knowledge, and industry connections to figure out how well companies are doing every quarter.

Once they stumble upon something that could change the course of that company’s stock, they come out with analyst updates. These are usually in the form of an upgrade or downgrade, or simply an update on a previously assigned rating.

For retail investors, going through these reports saves a lot of time. This is why we came up with 10 stocks that analysts are talking about this week. To come up with the list of 10 stocks that analysts are talking about, we considered companies that received an analyst upgrade or coverage in the last 5 days.

10. Cytokinetics Incorporated (NASDAQ:CYTK)

Cytokinetics Incorporated is a late-stage pharmaceutical company committed to developing, commercializing, and discovering inhibitors and muscle activators. The financial research firm Stifel started analyst coverage of CYTK with a Buy rating due to its new promising drug, aficamten, promising an exciting couple of years ahead.

According to Stifel, aficamten is an extraordinary drug with a high competitive bar. Even outside the US, the drug is set to bring in millions of dollars of revenue for the company. In December, one of the company’s partners transferred the rights for the drug in China, Taiwan, and Hong Kong to Sanofi. CYTK is set to receive $150 million in a one-time payment and somewhere between $10-$20 million in sales. In Japan, the company has struck a similar deal with Bayer. In this way, CYTK can now focus on marketing the drug in the US while leaving its international operations to companies that have a better global presence.

The stock is down 43% in the last year, though that has a lot to do with Novartis walking away from an M&A deal. Apart from the promise of aficamten, new M&A activity cannot be ruled out and forms one of the components of Stifel’s bullish thesis on the stock.

9. Himax Technologies Inc. (NASDAQ:HIMX)

Himax Technologies Inc. is a fabless semiconductor company that operates in Non-Driver products and Driver IC segments. The company offers ePaper devices, industrial displays, display driver integrated circuits (ICs), automotive, and other products. TF International Securities’ analysts believe HIMX is expected to gain significantly from Taiwan Semiconductor’s (TSM) AI and Silicon Photonics advancement.

HIMX is set to be a beneficiary of TSM’s COUPE (Compact Universal Photonic Engine), a system that integrates photonics and electronics. The company has a TTM revenue of less than a billion dollars but it is set to report $1.16 billion in revenue in 2026, $1.42 billion in 2027, and $2.4 billion in 2028. This is well above what the current Wall Street consensus expects the company to achieve.

As positive as the above development is, the stock is already up 46% so far this month, which suggests a lot of these developments are getting priced in and investors will want to tread carefully before taking a big position in the stock.

8. Revolve Group (NYSE:RVLV)

Revolve Group is an online retailer that sells fashion products for the younger generation, especially millennial and Gen Z consumers. It sets itself apart from competitors by running its own platform that connects consumers with influencers and global brands, both new and established ones. The company’s stock just received a boost from KeyBanc analysts who upgraded the stock from Sector Weight to Overweight.

The company is expected to announce earnings next month and the analyst upgrade is connected to that. Analysts believe the company is on track to record stable revenue growth and margin expansion in 2025. It is worth noting that the same analysts had a negative outlook on the stock because of the above factors, but they see these factors easing out in 2025.

RVLV stock has doubled in a year but has been on a downward trajectory since late November. There is considerable negative sentiment regarding the stock among Wall Street analysts which means once investors start realizing the potential gains of the year ahead, the stock could give even better returns in the coming months.

7. Nordson Corporation (NASDAQ:NDSN)

Nordson Corporation is a manufacturer, designer, and marketer of products and systems to apply and control coatings, biomaterials, adhesives, and other fluids. It operates through advanced technology solutions, industrial precision solutions, and medical and fluid solutions segments. Analysts at Loop Capital upgraded the company from Hold to Buy with a target price hike from $255 to $280.

NDSN sells its products in over 35 countries, so a stronger dollar doesn’t really help the company. It was one factor why the stock didn’t perform as well in the last year, as the dollar was expected to strengthen. Analysts now believe that this is unlikely to be a big concern as the company can grow organically, resulting in possible upward earnings revisions throughout 2025.

The stock has a 5-year median PE ratio of 25. The new price target rates the company at a PE of 26 based on the 2026 earnings.

6. Crinetics Pharmaceuticals Inc. (NASDAQ:CRNX)

Crinetics Pharmaceuticals Inc. is a clinical-stage pharmaceutical company committed to developing, discovering, and commercializing novel therapeutics for rare endocrine-related and endocrine disorders. The company received an upgrade from Jefferies to Buy from Hold with a repeated target price of $55.

The stock declined recently due to concerns related to atumelnant, an experimental therapy for CAH (Congenital Adrenal Hyperplasia). Even though the results were positive, analysts opine that higher expectations caused the sell-off. CRNX is trading down 23% YTD.

Taking the opportunity of the recent sell-off, Jeffries upgraded the stock. It said that the $1 billion opportunity wasn’t properly being priced in and after the sell-off, the stock is a buy. Crenessity, a CAH treatment by Neurocrine, was also launched recently but analysts believe CRNX has a very good opportunity to differentiate itself as a better product, helping its marketing efforts once its own drug is approved.

5. Olympic Steel Inc. (NASDAQ:ZEUS)

Olympic Steel Inc. is a leading processor and distributor of metal products that operates through tubular & pipe products, carbon flat products, and specialty metal flat products segments. KeyBanc upgraded the company from Sector Weight to Overweight with a target price of $42.

ZEUS almost lost half its share worth in 2024 but so far this year, the stock is up 5%. Analysts believe that investors are set to benefit now as the company has become a profitable option through acquisitions and internal investments over the past few years. Analysts have raised 2025 EBITDA estimates and also believe that the recent acquisition of Metal Works will add $0.2 to $0.25 per year to the company’s earnings.

4. Mobile Infrastructure Corporation (NYSE:BEEP)

Mobile Infrastructure Corporation is a real estate investment trust (REIT) that owns different parking lots and garages mainly in the Midwest and Southwest regions of the US. B. Riley Securities initiated coverage of the company with a Buy rating.

The analysts believe the stock is trading at a discount to the value of its underlying assets. Some of this discount is justified as the company is not only highly leveraged but also doesn’t command a decent valuation because of its small size. However, the size of this discount is not justified, hence the buy rating.

BEEP management intends to convert some of its assets from a leased-based operation to an operating structure which should give the company more control of its assets. On top of that, the company could use accretive asset recycling to improve its low-yielding surface lots, which it has in decent quantity. The upside potential from these moves makes the stock a buy according to the analysts.

3. Super Micro Computer Inc. (NASDAQ:SMCI)

Super Micro Computer Inc. is a designer and manufacturer of high-performance server and storage solutions. It develops a complete server, modular-based servers, blades, networking devices, security software, and other solutions. Loop Capital maintained its Buy rating for the company and increased its target price from $35 to $40.

2024 was a year to forget for many SMCI investors. This year has started on a good note for investors, but not all of that is due to the company’s own performance. Nvidia is about to ramp up its Blackwell GPUs and SMCI finds itself as a beneficiary.

Super Micro’s expertise in deploying liquid-cooled data centers and its experience in installing the largest data center in the world together with Nvidia will both come in handy when the US government focuses on improving the country’s AI infrastructure. However, analysts rightly point out that due to the company’s internal troubles, the benefits of such developments may not come in a straight line. The ride could be choppy and investors need to be aware of that.

2. Chewy Inc. (NYSE:CHWY)

Chewy is a purely online retailer of pet food & treats, pet health products, pet medications & supplies, and also offers pet services for horses, dogs, birds, reptiles, and other pets. Argus just upgraded CHWY from Hold to Buy, assigning a target price of $42.

Chewy has done incredibly well since its IPO in 2019. The company has an attractive business model which gives it its inherent value. For example, 85% of the company’s revenue comes from pet products and services that are considered non-discretionary. Similarly, 80% of its revenue is in the form of recurring sales, which provides it with a healthy cash flow and a predictable income.

The recent initiative of the company to launch vet care centers is also a high-margin business segment and should strengthen the company’s financial health. Shares of CHWY are already up over 13% so far this year and have nearly doubled in a year.

1. International Business Machines Corporation (NYSE:IBM)

International Business Machines Corporation is a leading integrated solutions and services provider that operates through financing, software, infrastructure, and consulting segments. The software giant was boosted by Bank of America analyst Wamsi Mohan with a target price hike from $250 to $260 while reiterating the Buy rating.

The investment thesis for IBM revolves around its safety and reliability as a dividend stock. Its near-term prospects make it an ideal choice for a defensive portfolio. The company will announce its Q4 earnings next week along with many other tech giants. While the earnings are expected to be in line or slightly better than estimates, it is the future guidance that continues to impress investors.

The company’s software segment is likely to grow at just under a double-digit growth rate, well supported by a mid-single-digit growth rate for consulting and a 1% growth rate for infrastructure. This growth should continue till 2028, which adds to the reliability of the stock as an investment.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

Disclosure: None. This article was originally published at Insider Monkey.

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Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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