In this article, we will list the 5 Best Industrial Stocks With More Than 50% Upside. Please visit 12 Best Industrial Stocks With More Than 50% Upside if you’d like to see an extended list and the methodology behind it.
5. Babcock & Wilcox Enterprises Inc. (NYSE:BW)
Babcock & Wilcox Enterprises Inc. (NYSE:BW) is one of the 12 best industrial stocks with more than 50% upside.
On June 8, Babcock & Wilcox Enterprises Inc. (NYSE:BW) shared that it has formed an alliance with TerraSpark regarding its scheduled energy project based in West Virginia. The project is referred to as the TerraSpark Energy Campus, and involves a Coal Training and Innovation Center for the extraction of rare earth metals, a multi-sector compound, a 1600-megawatt coal-based energy generation plant, and next-generation materials programs.
Copyright: Kurhan / 123RF Stock Photo
The company reported that four 400-megawatt ultra-critical boilers and a set of modern emission control systems will be designed and provided by Babcock & Wilcox in the scope of this partnership. Moreover, the standard construction services will also be offered by the company, along with carbon capture technology in collaboration with Mantel.
According to Cameron Halliday, Chief Executive Officer and founding partner of Mantel, coal will be a vital source of energy production for the coming years, and it should be handled with the best environmental protection techniques. He further stated:
“Babcock & Wilcox’s leadership in advanced boiler design and air pollution control makes them a trusted and valuable resource. Their expertise will play an important role in helping move this project forward and developing the next generation of low-emission power systems.”
Later on June 27, the stock was included in multiple Russell indices. These include Russell 2000, 2500, and 3000 indices, which cover benchmarks across value and growth stocks, as well as the small-cap universe.
Babcock & Wilcox Enterprises Inc. (NYSE:BW) serves industrial, utility, electrical, and other customers by delivering energy and emissions control services. It also offers different types of steam generation systems, such as firetube and watertube waste heat boilers, package boilers, and others that are useful for medium and heavy industrial segments.
4. Firefly Aerospace Inc. (NASDAQ:FLY)
Firefly Aerospace Inc. (NASDAQ:FLY) is one of the 12 best industrial stocks with more than 50% upside.
On June 25, Firefly Aerospace Inc. (NASDAQ:FLY) revealed its strategic takeover of Space-ng. Ethan Rublee, CEO and Co-Founder of Space-ng, together with the rest of his team, will become a part of Firefly as the chief engineer of the software segment. He will be responsible for the company’s spacecraft software systems.
Upon completion of the transaction, Space-ng will undergo a full integration into the acquiring company. Firefly will maintain the availability of vision-based navigation of Space-ng and autonomous guidance capabilities to commercial clients and government agencies under the brand name of Firefly Aerospace.
Earlier on June 15, KeyBanc upgraded the stock from a Sector Weight to an Overweight rating. Based on a $50 target price, the stock offers almost 106% upside potential at the prevailing level. The firm highlighted that in response to the recent SpaceX IPO related selloff, it sees some attractive opportunities across the fast-growing space industry.
KeyBanc further noted that NASA activity is increasing at its fastest pace since the Apollo era, and launch capacity continues to face structural constraints as demand grows rapidly in space-based applications and satellites. It prefers well-capitalized players within the space, such as Firefly, that are involved in NASA and national security initiatives.
Firefly Aerospace Inc. (NASDAQ:FLY) is a space and defense technology company serving government, national security, and commercial customers. The company offers integrated launch and space services technology. It also offers Ocula, a lunar imaging service alongside software and sensor solutions, and responsive space services.
3. AeroVironment Inc. (NASDAQ:AVAV)
AeroVironment Inc. (NASDAQ:AVAV) is one of the 12 best industrial stocks with more than 50% upside. The company’s recent launch backs its bullish outlook. On June 14, it launched the TOM 50 RE, which is a highly compact unmanned ground vehicle (UGV) manufactured by its subsidiary, Telerob.
Showcased at Eurosatory 2026, this robotic system is designed for dismounted military forces, EOD teams, and special operations teams functioning in intricate or contested environments.
Weighing under ten kilograms, the portable UGV can be utilized by a sole operator. It incorporates a tracked design with a custom stair-climbing flipper system, allowing it to navigate uneven hurdles and offer detailed visibility of interior spaces. The platform supports up to five kilograms of payloads and offers endurance up to five hours.
Technologically, the platform employs built-in SLAM capability for automated mapping in GPS-denied or underground zones. Four infrared wide-angle cameras provide 360-degree environmental awareness during night and day. The unit can be used as a mobile communications relay with an integrated IP mesh radio system to provide secure connectivity.
Four main mission areas are supported by the TOM 50 RE, which is controlled by AV HaloTM Command software. These are mobile exploration, tactical reconnaissance, defusing missions, and mission support services.
AeroVironment Inc. (NASDAQ:AVAV) operates in services associated with robotic systems for different business companies and government organizations. It works by creating, manufacturing, and providing support to these organizations. The Company develops drones and unmanned systems, along with AI-powered technologies for the defense industry.
2. Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS)
Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) is one of the 12 best industrial stocks with more than 50% upside.
On June 9, Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) revealed that it will significantly scale up manufacturing capacity for its Spartan turbojet engine line. Through this, the company aims to keep up with increasing demand from missiles and loitering munition programs.
The engines offer robust performance and authenticity at a highly affordable cost. To fulfill a growing demand, Kratos is planning to scale output to roughly 3,000 engines over the coming year. The company has already begun self-financed sourcing of long-lead materials and supply chain investments to shorten transit time and ensure manufacturing readiness.
The company highlighted that current national security priorities for replenishing missile inventories and scaling affordable precision-strike capabilities drive demand for low-cost, scalable propulsion systems. Kratos’ proactive steps put the company in a position to address these emergent needs while strengthening America’s long-range Defense production capabilities.
Steve Fendley, President of Kratos Unmanned Systems Division, added that the need for affordable propulsion systems with scalable high-performance has never been more critical as DOD focuses on recapturing essential missile inventories and expanding cost-effective precision-strike capability.
Later on July 1, Wedbush initiated its coverage of Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) with an $85 target price, which results in almost 83% upside potential for investors. The firm also assigned an Outperform rating to the stock.
Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) serves the defense industry, commercial markets, national security organizations, and government agencies. The company delivers virtual systems for space vehicles, command and control software, and tracking solutions. It also offers aerial drone systems, propulsion systems for drones, supersonic systems, and intelligence surveillance, and microwave electronic products.
1. Intuitive Machines Inc. (NASDAQ:LUNR)
Intuitive Machines Inc. (NASDAQ:LUNR) is one of the 12 best industrial stocks with more than 50% upside.
On June 24, Mike Crawford from B. Riley reaffirmed his Buy rating for the stock. Based on a target price of $45, his estimates yield more than 141% upside potential. The analyst suggested that Intuitive Machines Inc. (NASDAQ:LUNR) presents an attractive entry point to investors considering the recent selloff in its stock. He reported that the stock had dropped 55% from its 12-month peak during late May, because of a broader sector selloff.
Crawford noted that Intuitive Machines is putting together a comprehensive space and lunar infrastructure platform. He also reflected on the company’s demand backlog that currently exceeds the $1 billion mark, and with several short-term growth drivers, it could significantly increase further. Given the scenario, he reiterated that the recent selloff provides a lucrative buying opportunity to investors.
Back on May 28, Roth Capital increased the firm’s target price on Intuitive Machines Inc. (NASDAQ:LUNR) from $50 to $75, while upholding a Buy rating on the stock. The price target adjustment now results in a highly attractive upside potential of over 303%.
The firm noted that during a NASA update in late May, the first lunar terrain vehicle (LNV) awards were secured by competitors, implying that the LTV of the company is pushed out relative to previous estimates. However, the firm remained optimistic about NASA’s ambitious program, given its amount of activity and award pace. Roth shared that Intuitive Machines has considerable opportunity in forthcoming lunar program awards in rovers, landers, and supporting infrastructure.
Intuitive Machines Inc. (NASDAQ:LUNR) provides space infrastructure and related solutions, including satellites, space cargoes, data transmission, and lunar surface access. It also offers Nova-D, Nova-C lunar lander, Micro Nova Hopper, and a lunar data network. It serves U.S. government agencies, including NASA and DoD, alongside commercial and international customers.
While we acknowledge the potential of LUNR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LUNR and that has 100x upside potential, check out our report about the cheapest AI stock.
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