3 Bullish Upgrades That Could Signal Big Moves - 8/6

Company: Palantir (SYM: PLTR)
Recent Price: $172
Price Target: $180

Palantir has been one of the most high-profile AI names in the market — and it’s justifying the hype with numbers.

The company recently reported blowout earnings, with:

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  EPS of $0.16, beating estimates by $0.02

  
  


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  Revenue of $1 billion, up 47.5% year-over-year, and beating estimates by more than $60 million

  
  

Perhaps even more importantly, Palantir raised guidance, forecasting:

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  Total FY25 revenue between $4.142B and $4.15B

  
  


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  U.S. commercial revenue of $1.302B, representing 85% growth

  
  

The stock surged to new highs following the report.

Bank of America reiterated its Buy rating and slapped a $180 price target on the stock, saying Palantir is a prime beneficiary of both commercial and government demand for AI solutions. Morgan Stanley also raised its target from $98 to $155, citing best-in-class operating margins and powerful revenue acceleration.

In a report quoted by Seeking Alpha, Morgan Stanley noted:

“The third-quarter revenue guidance targets +50% YoY growth while 2025 revenue guidance raised by 9 points… with operating margin of 46% underscores status as one of the clear AI winners.”

Palantir isn’t just riding the AI wave, it’s helping define it. With growing use cases in defense, cybersecurity, and private sector analytics, the stock remains one of the most compelling AI plays on Wall Street’s radar.

Company: Wayfair (SYM: W)
Recent Price: $72.39
Price Target: $93

Wayfair isn’t an AI stock — but it’s staging a strong comeback as economic pressures ease and consumer sentiment improves.

Analysts at Citigroup recently upgraded the home goods e-commerce giant to a Buy with a price target of $93, suggesting roughly 35% upside from recent levels.

According to Citi analyst Ygal Arounian, Wayfair has made “fundamental and sustainable” improvements that should boost investor confidence. One key point: President Trump’s proposed tariffs are likely to be less aggressive than previously anticipated — a relief for retail businesses like Wayfair that rely on imported goods.

On the financial side, Wayfair posted solid earnings:

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  EPS of $0.87, crushing estimates by $0.54

  
  


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  Revenue of $3.27 billion, up 4.8% YoY, and beating expectations by $150 million

  
  

That earnings beat was a strong reversal from earlier in the year, when inflation, higher shipping costs, and weak housing demand pressured margins.

With cost pressures easing and demand recovering, Wayfair could be on the verge of a sustained rally — particularly if macroeconomic trends continue to stabilize in 2025.

Company: D-Wave Quantum (SYM: QBTS)
Current Price: $18.34
Price Target: $21.00

Quantum computing may still be in its early innings — but analysts see enormous long-term potential. And D-Wave Quantum appears to be on the shortlist of public companies leading the charge.

In recent weeks:

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  Stifel initiated coverage with a Buy rating and a $26 price target

  
  


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  Needham boosted its target from $13 to $20

  
  


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  B. Riley raised their target to $22

  
  


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  Canaccord initiated with a Buy and a $20 target

  
  

That’s a flood of bullish coverage, with an average implied upside of more than 150% from current levels.

One of the most bullish takes came from Bank of America, which declared quantum computing could be:

“Humanity’s biggest breakthrough since the discovery of fire.”

In terms of recent developments, D-Wave has been active in raising capital to support continued R&D. Analysts point to the growing funding across both public and private quantum computing firms as a sign of sector-wide momentum.

If quantum computing achieves commercial viability in sectors like logistics, finance, or national security, early movers like D-Wave could see exponential growth.

Bonus: Chart of Day
Company: Charter Communications (SYM: CHTR)

When a CEO buys millions worth of stock during a dip, investors should pay attention.

Charter Communications, one of the nation’s largest broadband and cable providers, recently saw its stock collapse from $397.88 to $266.78 after reporting a poor earnings quarter. The company lost 117,000 internet subscribers, and EPS of $9.18 missed by $0.48. Revenue of $13.77 billion was in line with expectations.

But rather than panic, insiders stepped in.

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  CEO Christopher Winfrey bought 3,670 shares for over $1 million

  
  


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  President Richard DiGeronimo picked up 1,551 shares for $657,321

  
  

That kind of insider buying often signals deep confidence that the sell-off is overdone — and a belief in a rebound ahead.

With a dominant market position and a rebound in broadband demand possible in the second half of 2025, Charter may present an attractive contrarian setup for long-term investors.