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Investing.com -- Raymond James analysts have identified several standout stocks across various sectors that they believe offer compelling investment opportunities. These selections represent the firm’s current favorites based on growth potential, valuation, and market positioning.
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1. SentinelOne, Inc. (S) - SentinelOne tops the list of Raymond James’ analyst favorites as a new addition. The cybersecurity firm’s true value appears significantly disconnected from its public market valuation, according to analysts.
With a price target of $25, Raymond James sees significant upside potential from the current $16.16 share price. The firm’s analysts have been conducting constructive checks and anticipate solid results with conservative guidance to continue.
SentinelOne recently agreed to acquire data streaming platform Observo AI for approximately $225 million and also received a $2 million award from the Cybersecurity and Infrastructure Security Agency (CISA).
2. Meta Platforms, Inc. (META) - Raymond James has set an $825 price target for Meta, well above its current $602.01 trading price. Analysts believe Meta is positioned for improved AI/GenAI monetization in 2025, with recommendation model advancements expected to drive engagement up by mid-single to low-double digits. Meta AI’s 500+ million monthly active users could open a $10B+ search/assistant opportunity by 2026.
Meta Platforms was ordered by a Spanish court to pay €479 million to a group of publishers for breaching data protection regulations. Separately, Cantor Fitzgerald lowered its price target on the company to $720, citing guidance for accelerated operating expense growth.
3. NRG Energy, Inc. (NRG) - With a $223 price target against a $163.21 share price, Raymond James views NRG as offering a compelling entry point following a recent 13-14% sell-off. The firm appreciates NRG’s "additionality" strategy and notes that the LS Power deal accelerates NRG’s long-term adjusted EPS CAGR from 10% to 14%.
NRG Energy completed the sale and issuance of $4.9 billion in senior notes to partially fund its acquisition of Lightning Power. Following this, Jefferies raised its price target on the company’s stock to $198.
4. Salesforce, Inc. (CRM) - Raymond James has established a $375 price target for Salesforce, currently trading at $237.03. Analysts see sustainable double-digit FCF growth at a below-group multiple, with over $20 billion remaining on a recently increased share repurchase authorization.
Salesforce has completed its acquisition of Informatica, an enterprise AI-powered cloud data management company, a move intended to strengthen its data foundation for artificial intelligence applications.
5. Cogent Biosciences, Inc. (COGT) - Analysts believe Cogent’s bezuclastinib has best-in-class potential in the systemic mastocytosis market. With pivotal data in hand and an NDA filing expected by year-end 2025, Raymond James recommends owning the stock ahead of what they anticipate will be a commercial launch that exceeds expectations.
Following positive Phase 3 trial results for its bezuclastinib drug, Cogent Biosciences received an upgrade to Buy from Stifel and significant price target increases from firms including Raymond James and Leerink Partners.
6. Coherent Corp. (COHR) - Raymond James highlights Coherent ’s datacom transceivers as enabling the evolving wave of AI scale-out network builds. The firm sees expanding AI opportunities and believes the market doesn’t fully appreciate Coherent’s internal Indium Phosphide manufacturing capabilities.
In recent developments, Coherent Corp. reported first-quarter fiscal 2026 earnings and revenue that exceeded analyst expectations, prompting price target increases from firms including Needham, Stifel, and Benchmark.
7. Deckers Outdoor Corporation (DECK) - Analysts view recent concerns about growth deceleration as overdone, particularly for the HOKA brand. Raymond James sees HOKA in the early stages of long-term growth driven by new products, growing global brand awareness, and expanding distribution.
Following its second-quarter fiscal 2026 results, Deckers Outdoor saw Truist Securities and TD Cowen lower their price targets, while UBS reiterated its Buy rating on the stock.
8. Ionis Pharmaceuticals, Inc. (IONS) - Raymond James believes Ionis is transitioning well to a commercial company with strong execution. The firm cites successful launches and a pipeline with underappreciated value, including several potential data readouts over the next 12-18 months.
Ionis Pharmaceuticals received a positive opinion from a European Medicines Agency committee for its hereditary angioedema treatment, DAWNZERA, and also announced its intent to offer $700 million in convertible senior notes.
9. Shake Shack Inc. (SHAK) - Following a 25% pullback since Q2 results, Raymond James sees a compelling entry point. Positive comps in recent months and strong Q2 margin performance support the bull case for operational improvements and margin expansion.
Shake Shack reported third-quarter 2025 earnings and revenue that surpassed analyst expectations, with results showing positive traffic and an expansion in restaurant-level margin.
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