These are the five stocks to watch heading into Tuesday, November 10, 2026. Each received a bullish rating change or new coverage on Monday, November 9. Stocks rebounded that day after a rough stretch. On Friday, November 6, the Dow Jones Industrial Average slipped 237.33 points, or 0.46%, to 51,285.73. The S&P 500 rose 0.31% to 7,376.86, and the Nasdaq Composite gained 1.09% to 24,579.42. Across the five sessions ended November 6, the S&P 500 fell 2.7% and the Nasdaq 3.4%, driven by a selloff in AI stocks after the midterm elections. By late morning on November 9, the S&P 500 was up about 1.9%, the Dow about 900 points, and the Nasdaq about 2.2%. Oil prices fell sharply. Nvidia fell about 6.4% after the company said its board had opened an investigation related to weekend reports about CEO Jensen Huang. The October Consumer Price Index is due November 10, and the Producer Price Index follows on November 13.
The five ideas below span ride-hailing, enterprise software, employee benefits insurance, recreational vehicle components, and lung disease drugs. Editorial notes only, not investment advice.
Uber Technologies (UBER) – Citi Resumes Coverage of the Ride-Hailing Leader at Buy
Citi analyst Ronald Josey resumed coverage of Uber on Monday with a Buy rating and a $105 price target. He said he is "incrementally positive" after the company's third-quarter report and meetings with management. Uber operates one of the largest ride-hailing and delivery networks. In our view, Uber's role as a platform for robotaxi operators that need riders is an underappreciated advantage.
Shares traded near $70.83 during Monday's session, up about 3.27%, giving Uber a market capitalization near $145 billion. The stock sits much closer to its 52-week low of $64.04 than its high of $95.18. The trailing price-to-earnings multiple is 41.92.
Consensus reads strong buy, with all 30 tracked firms bullish. The average price target of $103.47 implies roughly 46% upside, and the Citi target implies about 48%. UBS's Stephen Ju raised his target to $107 from $106 on November 5.
Risks: Barclays' Ross Sandler cut his target to $100 from $106 on November 5, and Rosenblatt's Scott Devitt cut his to $95 from $100. Competition from self-driving rivals and regulation remain factors to monitor.
SAP (SAP) – JPMorgan Upgrades the Enterprise Software Giant
JPMorgan analyst Toby Ogg upgraded SAP from Neutral to Overweight on Monday. He wrote that the shift of AI "from pilot to production" favors systems of record such as SAP. He raised his price target to €275 for December 2028 from €175 for December 2027. SAP sells software that large companies use to run finance, supply chain, and human resources. In our view, deep customer data and long contracts help protect SAP as businesses roll out AI tools.
Shares of the U.S.-listed stock traded near $238.70 during Monday's session, up about 2.25%, giving SAP a market capitalization near $278 billion. The 52-week range runs from $144.97 to $255.90, and the trailing price-to-earnings multiple is 30.11.
Consensus reads strong buy, with all five firms tracked on the U.S. listing bullish. The average price target of $291.60 implies roughly 22% upside. Barclays' Raimo Lenschow raised his target to $288 from $243 on October 23.
Risks: U.S. coverage data is thin. Competition from AI-native software, currency swings, and cloud migration costs remain factors to monitor.
Unum Group (UNM) – JPMorgan Upgrades the Employee Benefits Insurer
JPMorgan analyst Pablo Singzon upgraded Unum from Neutral to Overweight on Monday while lowering his price target to $90 from $98. He said the risk/reward is now attractive even on lower estimates, because stable employment and wage trends support the business. Unum sells disability, life, dental, and supplemental insurance mainly through employers. In our view, the strong October jobs report released November 6 supports that argument.
Shares traded near $80.17 during Monday's session, up about 4.46%, giving Unum a market capitalization near $12.7 billion. The 52-week range runs from $69.02 to $96.77. The trailing price-to-earnings multiple of 56.82 is unusually high for an insurer.
Consensus reads buy, with eight of 11 tracked firms bullish and three neutral. The average price target of $95.64 implies roughly 19% upside, and the JPMorgan target implies about 12%. Keefe, Bruyette & Woods' Ryan Krueger kept his Outperform rating on November 5 with a $97 target.
Risks: Truist's Mark Hughes cut his target to $85 from $96 on November 5, and Morgan Stanley rates the stock Equal Weight. Long-term care exposure and interest rates remain factors to monitor.
Patrick Industries (PATK) – Wells Fargo Initiates the RV and Marine Supplier at Overweight
Wells Fargo initiated coverage of Patrick Industries on Monday with an Overweight rating and a $95 price target. Patrick makes and distributes components for recreational vehicles, boats, manufactured housing, and homes. In our view, Patrick's broad product line gives it leverage to any recovery in RV and marine shipments.
Shares traded near $81.72 during Monday's session, up about 3.73%, giving Patrick a market capitalization near $2.6 billion. The 52-week range runs from $63.00 to $148.50, and the trailing price-to-earnings multiple is 21.31.
Consensus reads strong buy, with all five tracked firms bullish. The average price target of $108.60 implies roughly 33% upside, and the Wells Fargo target implies about 16%. BMO Capital's Tristan Thomas-Martin kept his Outperform rating on October 13 while cutting his target to $100 from $120.
Risks: Truist's Gregory Miller cut his target to $88 from $108 on October 23. Consumer demand, interest rates, and thin coverage remain factors to monitor.
United Therapeutics (UTHR) – H.C. Wainwright Assumes Coverage of the Pulmonary Hypertension Specialist at Buy
H.C. Wainwright assumed coverage of United Therapeutics on Monday with a Buy rating and a $660 price target. The firm said the company has evolved into a pulmonary hypertension platform that delivers drugs by several routes. On November 4, United Therapeutics reported third-quarter revenue of $832.5 million, up 4%. Tyvaso DPI, its inhaled powder, grew 13% to $378.5 million. In our view, the company's inhaled franchise and its pipeline in lung scarring disease support long-term growth.
Shares traded near $583.03 during Monday's session, up about 3.74%, giving United Therapeutics a market capitalization near $25 billion. The 52-week range runs from $445.81 to $614.23, and the trailing price-to-earnings multiple is 22.02.
Consensus reads strong buy, with 11 of 13 tracked firms bullish and two neutral. The average price target of $665.31 implies roughly 14% upside, and the H.C. Wainwright target implies about 13%. RBC Capital's Lisa Walter raised her target to $725 from $697 on November 5.
Risks: The company said competing therapies hurt sales of nebulized Tyvaso, Tyvaso DPI, and Remodulin in the third quarter. Patent challenges and clinical trial outcomes remain factors to monitor.
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