In this article, we will list the 5 Stocks That Will Skyrocket When Oil Prices Fall. Please visit the 10 Stocks That Will Skyrocket When Oil Prices Fall article if you’d like to see an extended list and how we came up with the list.
5. Global-E Online Ltd. (NASDAQ:GLBE)
On March 31, Bank of America Securities analyst Matt Bullock initiated coverage of Global-E Online Ltd. (NASDAQ:GLBE) with a Buy rating and a price target of $43. The firm’s price target implies an additional 37.9% upside from the current levels. The firm said the company is still in the early stages of capturing a large opportunity in the software market. BofA added that Global-E Online Ltd. (NASDAQ:GLBE) is making steady progress toward becoming a leading platform in cross-border e-commerce. Over time, the company is expected to strengthen its position and potentially establish itself as a key industry standard by 2030.
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On the same day, UBS also updated its view on Global-E Online Ltd. (NASDAQ:GLBE), reiterating a Buy rating while reducing its price target. UBS analyst Christopher Zhang lowered the firm’s price target on the stock from $52 to $50. The firm’s revised price target suggests a further 60% upside from the current levels. This upside is consistent with the median Wall Street analyst upside of about 53%, based on 14 analysts covering the stock. Even the lowest Wall Street price target of $42 implies 34% upside.
Global-E Online Ltd. (NASDAQ:GLBE) operates as a cross-border e-commerce platform provider that supports direct-to-consumer transactions. The company operates in the United States, Israel, the United Kingdom, and internationally. Founded in 2013, Global-E Online is based in Petah Tikva, Israel.
4. Chewy, Inc. (NYSE:CHWY)
Morgan Stanley analyst Nathan Feather reduced the firm’s price target on Chewy, Inc. (NYSE:CHWY) from $50 to $49 while keeping an Overweight rating on March 30. The firm’s revised price target suggests a compelling 94% upside from the current levels. The firm emphasized that the company’s recent earnings, which came in much better than expected, suggest it may outperform its initial guidance, especially on EBITDA. Analysts believe the market is underestimating this potential, according to a research note shared with investors.
However, in contrast to Morgan Stanley, RBC Capital increased its price target on Chewy, Inc. (NYSE:CHWY) while maintaining an Outperform rating on March 27. Analyst Steven Shemesh raised the firm’s price target on the stock from $43 to $47. The firm highlighted that the company’s fourth-quarter results met expectations and that its guidance exceeded forecasts. According to the analyst, management is successfully driving consistent market share gains and has addressed concerns that 2026 would be a reinvestment-focused year, supporting a positive outlook for the company.
Chewy, Inc. (NYSE:CHWY) is involved in the e-commerce business across the United States. The company provides pet supplies and medications, pet food and treats, and other pet health products. It is based in Plantation, Florida, and was incorporated in 2010.
3. Sea Limited (NYSE:SE)
According to a report released on March 9, Phillip Securities analyst Helena Wang reiterated a Buy rating on Sea Limited (NYSE:SE) with a price target of $170. The firm’s price target suggests an additional 98% upside from the current levels.
Earlier, on March 6, TD Cowen also maintained a Hold rating on Sea Limited (NYSE:SE) while cutting its price target. Analyst John Blackledge lowered the firm’s price target on the stock from $138 to $100. He pointed to the company’s fourth-quarter earnings miss, noting that total revenue exceeded consensus estimates but EBITDA fell short by 3%. The analyst also highlighted that the company’s outlook for flat or slightly improving EBITDA compared with 2025 is below market expectations. This influenced the firm’s cautious stance on the shares.
Sea Limited (NYSE:SE) released its fourth-quarter results on March 3, beating both revenue and earnings estimates. Revenue for the quarter reached $6.85 billion, representing a 38.4% year-over-year growth. Earnings per share came in at $0.63, exceeding the estimates by $0.01.
Sea Limited (NYSE:SE) is a consumer internet company operating in Latin America, Southeast Asia, the rest of Asia, and internationally. It operates in the Digital financial services, E-commerce, and Digital entertainment segments. The company is based in Singapore.
2. Mobileye Global Inc. (NASDAQ:MBLY)
Michael Filatov from Berenberg Bank started coverage of Mobileye Global Inc. (NASDAQ:MBLY) with a Buy rating and a price target of $9.30 on March 31. He described the company as a leading global provider of software and technology for camera-based advanced driver assistance systems (ADAS). The firm expects MBLY to capture more business in the high-volume L2 to L2+ ADAS segment, as automakers increasingly focus on scalability, cost efficiency, and performance.
Earlier, on March 23, Mobileye Global Inc. (NASDAQ:MBLY) announced that a leading U.S. automaker will integrate its Driver Monitoring System into vehicles equipped with the EyeQ6L system-on-chip. Production of these vehicles is planned to begin in 2027. This program, expected to cover millions of vehicles across multiple models and model years, expands the capabilities of the company’s existing ADAS features.
Mobileye Global Inc.’s (NASDAQ:MBLY) platform combines in-cabin sensing with exterior road perception on a single chip, allowing the system to monitor driver engagement more effectively. It evaluates not only whether the driver is alert but also where they are looking and whether their attention aligns with the driving environment.
Mobileye Global Inc. (NASDAQ:MBLY) designs and deploys advanced driver assistance systems (ADAS) as well as autonomous driving technologies and solutions. The company operates through the Moovit and Mobileye segments. It provides end-to-end ADAS and autonomous driving solutions, Cloud-Enhanced ADAS, and Mobileye Surround ADAS.
1. Grupo Aeroméxico, S.A.B. de C.V. (NYSE:AERO)
On March 24, Barclays analyst Pablo Monsivais maintained an Overweight rating on Grupo Aeroméxico, S.A.B. de C.V. (NYSE:AERO) while cutting the firm’s price target on the stock from $32 to $25. The firm’s revised price target suggests an impressive 59% upside from the current levels. The price target adjustment was part of a broader update to Barclays’ views on the Latin American transportation sector. The firm made larger changes, specifically in airline stocks.
Barclays has adopted a more cautious stance on the sector due to limited visibility on jet fuel prices and elevated market volatility. Analyst Pablo Monsivais highlighted that uncertainty around fuel costs is a major factor driving this more conservative outlook. Despite this, the firm continues to see value in selected names like AERO.
In addition to Barclays, JPMorgan also cut its price target on Grupo Aeroméxico, S.A.B. de C.V. (NYSE:AERO) while maintaining an Overweight rating on March 12. Guilherme Mendes from JPMorgan slightly lowered the firm’s price target on the stock from $28.50 to $28, reflecting a compelling 78% upside from the current levels.
Grupo Aeroméxico, S.A.B. de C.V. (NYSE:AERO) operates as a public air carrier services provider for goods and passengers. The company provides cargo air carrier services, scheduled passenger air carrier services, and other services, as well as loyalty programs. It was incorporated in 1934 and is headquartered in Mexico City, Mexico.
While we acknowledge the potential of AERO 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 AERO and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 8 Best American Stocks to Buy and Hold in 2026 and 12 Best Mid Cap AI Stocks to Buy According to Hedge Funds.
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