Bank of America has identified several stocks that it believes are well-positioned following the latest earnings season, citing strong fundamentals and attractive entry points across multiple sectors.
The Wall Street investment bank named companies such as Palantir Technologies, Wayfair, Intapp, Diamondback Energy, and AerCap Holdings as standout opportunities.
Palantir: riding the AI wave
Bank of America continues to see Palantir Technologies as a key beneficiary of the rapidly expanding demand for artificial intelligence platforms.
The firm highlighted the company’s “dominant position in the AI-powered software market,” noting its differentiated, end-to-end solutions that combine ontology-driven data organization with highly secure infrastructure.
According to analysts, Palantir’s strong foothold in both government and commercial markets gives it a significant competitive edge.
The firm expects the company to deliver “strong profitable growth in the midterm” as AI adoption accelerates across sectors.
Wayfair: accelerating share gains in a cyclical industry
Wayfair has impressed Bank of America analysts following its latest quarterly report, with the firm upgrading the stock to “buy” from “neutral.”
Analyst Michael McGovern described the online home furnishing company as “firing on all cylinders,” citing accelerating market share gains and improving margins.
Despite operating in a notably cyclical industry still in a three-year trough, the firm sees this as an ideal entry point for investors ahead of an eventual housing market recovery.
Bank of America also raised its price target for Wayfair to $130 per share from $86.
McGovern added that Wayfair is positioned to deliver “strong share gains and earnings growth on a highly leverageable expense base.”
Shares have surged 142% year to date.
AerCap Holdings: a leader in the ‘golden age’ of aircraft leasing
Bank of America remains bullish on AerCap Holdings, the world’s largest aircraft leasing company.
Analyst Ronald Epstein urged investors to “buy shares in a hurry,” calling the company’s portfolio of aircraft, engines, and cash a major strength.
Epstein raised his price target for AerCap to $150 from $130, citing persistent supply constraints across the aviation industry that enhance the value of AerCap’s assets.
“Supply constraints persist for both engines and aircraft, making AER’s high-quality portfolio and expertise in moving assets quickly and efficiently extremely valuable,” he wrote.
The firm also highlighted AerCap’s strong capital deployment strategy, describing its offerings as “differentiated compared to peers.”
Shares have climbed nearly 39% so far this year.
Intapp: undervalued SaaS player with cloud momentum
Intapp also received a vote of confidence from Bank of America after reporting a second consecutive quarter of accelerating Cloud annual recurring revenue (ARR) growth.
Analyst Koji Ikeda praised the company’s “finely tuned platform” for financial and professional services, calling it highly differentiated in a competitive SaaS landscape.
Despite the stock being down 40% this year, the firm maintained its “buy” rating and raised its price target to $76 from $75, urging investors to “buy the dip.”
Ikeda said Intapp has the potential to “disrupt and take share in its target verticals” through its SaaS applications.
Diamondback Energy: top oil pick with record buybacks
Bank of America reiterated its bullish stance on Diamondback Energy, calling it its “top large-cap oil pick.”
The firm highlighted the company’s strong free cash flow and recent tax advantages under the “Big Beautiful Bill.”
Diamondback recently executed the largest buyback in its history, repurchasing 4.3 million shares for $603 million.
Bank of America analysts said the company’s financial discipline and shareholder returns underscore its strong fundamentals, positioning it well among exploration and production peers.
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