10 Stocks With Insane Upside According to Reddit

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4. AST SpaceMobile (NASDAQ:ASTS)

Market Cap: $13.43 billion

Average Upside Potential: 109%

Number of Hedge Fund Holders: 34

AST SpaceMobile’s third-quarter report on November 9 gave investors mixed evidence. Revenue of $42.3 million fell short of the $45 million to $46 million analysts expected, but management held its 2026 revenue guidance at $150 million to $200 million. With roughly $46 million booked in the first half, reaching the low end requires about $62 million in the fourth quarter. Revenue was still more than triple the $14.7 million of a year earlier, and third-quarter capital spending was guided to $350 million to $425 million, keeping funding in focus.

The shares had already lost about 41% from their peak before the report. AST is building a satellite network meant to deliver broadband straight to ordinary smartphones, and it works with carriers such as AT&T. Investors like the telecom partnerships and growing government demand. Analysts were cooler after the print. UBS cut its target to $43 from $78 on November 10 and kept a Neutral rating, and BofA Securities also reiterated Neutral that day.

Bears focus on execution and competition from larger satellite operators. Our piece on AST’s $1.3B backlog and whether it can build fast enough covers the manufacturing challenge.

3. Nebius Group (NASDAQ:NBIS)

Market Cap: $34.97 billion

Average Upside Potential: 112%

Number of Hedge Fund Holders: 86

Nebius reported third-quarter results Thursday morning, and the numbers beat while the outlook hurt. Revenue rose 571% to $980.8 million, above the roughly $907 million analysts expected, though about $325 million of it was non-recurring. Management narrowed 2026 revenue guidance to $3.0 billion to $3.2 billion from $3.0 billion to $3.4 billion because of third-party capacity delays, raised its 2026 capital spending forecast to about $27 billion, and guided 2027 revenue to $12 billion to $13 billion. It will stop guiding to annualized run-rate revenue after February. The shares fell about 17%.

Investors like the demand signals. Nebius, an Amsterdam-based AI cloud provider, said customers now prepay for capacity and that it expects $10 billion of committed prepayments in 2026. Cash and equivalents rose to $7.4 billion from $3.7 billion at the end of 2025, and the company posted its first operating profit, $50.4 million. Adjusted EBITDA reached $465.8 million, and operating expenses fell to 95% of revenue from 189% a year earlier.

The debate is funding. Capital spending hit $7.3 billion in the quarter, and the question is whether prepayments can cover a buildout this large.

2. Sandisk (NASDAQ:SNDK)

Market Cap: $133.39 billion

Average Upside Potential: 131%

Number of Hedge Fund Holders: 128

Sandisk has fallen about a third in the past month despite record results, even after jumping 13.7% on Wednesday. The market is debating how long NAND pricing can stay this high. Management says its multiyear contract floors still earn about an 80% gross margin and cover about half of fiscal 2027 bits and two-thirds of fiscal 2028 bits. Analysts trimmed targets after the report but stayed bullish. Mizuho’s Vijay Rakesh cut his to $1,900 and kept Outperform, while BofA Securities and Goldman Sachs lowered theirs to $2,000 with Buy ratings, all citing valuation.

Investors like the earnings power. Sandisk, which makes NAND flash storage for data centers, phones and PCs, reported fiscal first-quarter revenue of $11.0 billion, up 23% from the prior quarter, with non-GAAP earnings of $49.51 per share. It guided next-quarter revenue to $12.2 billion to $12.6 billion and earnings to $55 to $57 per share, and announced a $5.0 billion buyback. An 8-for-1 stock split takes effect November 19.

Bears cite cyclicality and the speed of the sell-off, and the stock’s beta of 5.75 shows how violently it trades. For a skeptic’s angle, see our look at whether a peak is already priced into Sandisk’s forward earnings.

1. Cerebras Systems (NASDAQ:CBRS)

Market Cap: $21.88 billion

Average Upside Potential: 154%

Number of Hedge Fund Holders: 78

Cerebras reported third-quarter results Thursday after the close, and the stock jumped as much as 18% in extended trading, CNBC reported. Core revenue grew 70% to $230.9 million, above the $214.7 million analysts expected, and core cloud revenue rose 272% to $144.9 million. The loss was $0.67 per share. Management raised full-year core revenue guidance to $940 million to $960 million and guided fourth-quarter core revenue to $310 million to $330 million.

Cerebras builds wafer-scale AI processors and sells computing as a cloud service. It announced a deal with Microsoft, said two new hyperscalers signed on, and put its contracted data center capacity at 700 megawatts. It expects revenue to triple in 2027, which implies about $2.85 billion, versus $2.92 billion expected.

Investors like the visibility. Cerebras put its remaining performance obligations at $25.4 billion at the end of the second quarter, mostly from OpenAI, and had guided third-quarter core gross margin of 38% to 40%. Culper Research’s short report and the IPO lockup expiry still weigh on the shares. Our analysis of whether Cerebras can turn its $25.4B backlog into high-margin growth looks at the margin question.

READ NEXT: Jim Cramer Says Cerebras (CBRS) Is a Good Company and Too Expensive a Stock and Jim Cramer Doubles Down On CoreWeave (CRWV), Sort Of

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