A list of 20 highly rated stocks favored by analysts for gains over the next year includes only one that has risen this year: Nvidia
Netflix, Microsoft and Oracle are on a list of highly rated stocks among the S&P 500 that are expected to rise by at least 45% over the next year, based on consensus price targets among analysts polled by LSEG.
As stocks of specialized hardware makers such as Micron, Sandisk and Western Digital have shot up this year as part of the AI hardware trade, many large players in the information-technology space have taken it on the chin. But a screen of the S&P 500 based on analysts' sentiment shows confidence that Microsoft, Oracle and other big names will come bounce back over the next year.
Stock screens are often based on valuation metrics, such as this one highlighting growth stocks priced as value stocks. But for the following screen, we focused on analysts' ratings and price targets.
Starting with the S&P 500 SPX, we trimmed the initial list to 492 companies covered by at least nine analysts working for brokerage or research firms polled by LSEG. Then we cut the list to 202 companies rated as buy or the equivalent by at least two-thirds of analysts.
The analysts typically set 12-month price targets for the stocks. Here are the 20 with consensus price targets implying the highest upside potential from Wednesday's closing prices:
Company 12-month upside potential implied by consensus price targets Consensus price target June 24 price 2026 price change Forward P/E Intuit 84% $481.85 $262.24 -60% 9.6 Boston Scientific 76% $78.30 $44.46 -53% 12.6 Insulet 73% $257.35 $148.88 -48% 20.6 Trimble 68% $84.03 $50.14 -36% 13.0 Salesforce 66% $252.98 $152.76 -42% 10.3 Autodesk 65% $318.17 $192.61 -35% 14.4 Oracle 63% $256.48 $157.53 -19% 18.9 Netflix 61% $115.37 $71.84 -23% 19.3 Costar Group 59% $47.28 $29.81 -56% 18.8 Microsoft 55% $565.61 $365.46 -24% 18.8 ServiceNow 54% $144.03 $93.80 -39% 20.5 Veeva Systems 53% $246.56 $161.35 -28% 17.0 Tyler Technologies 52% $433.67 $286.03 -37% 20.6 Intercontinental Exchange 50% $195.52 $130.02 -20% 15.3 Expand Energy 50% $132.77 $88.60 -20% 10.0 Nvidia 49% $295.74 $199.00 7% 18.8 Newmont 48% $139.41 $94.04 -6% 8.6 Meta Platforms 48% $824.87 $557.67 -16% 16.5 Jack Henry & Associates 47% $187.85 $128.06 -30% 17.7 Las Vegas Sands 45% $69.23 $47.76 -27% 13.5 Source: LSEG
The screen includes forward P/E ratios in the rightmost column. These compare with a weighted forward P/E of 20.3 for the S&P 500, which is down from 22.5 at the end of 2025, according to LSEG.
If you are wondering about this year's highest fliers among the S&P 500, they didn't pass the screen because most of their share prices are higher than the consensus price targets. Here is the same data summary for the 15 stocks in the S&P 500 that have at least doubled this year through Wednesday:
Company 12-month upside potential implied by consensus price targets Consensus price target June 24 price 2026 price change Forward P/E Sandisk -16% $1,604.06 $1,914.46 706% 10.4 Western Digital -18% $530.63 $643.83 274% 35.5 Micron Technology 22% $1,280.82 $1,048.51 267% 7.8 Seagate Technology Holdings -9% $899.77 $993.25 261% 35.7 Dell Technologies 10% $479.58 $434.06 245% 21.4 Marvell Technology -14% $237.91 $276.70 226% 55.9 Flex 8% $163.49 $150.72 149% 29.1 Advanced Micro Devices -4% $496.71 $519.74 143% 50.4 Applied Materials -11% $525.81 $588.97 129% 39.0 Lumentum Holdings 32% $1,108.27 $842.53 129% 46.7 Teradyne -9% $389.46 $427.20 121% 50.0 Lam Research -10% $337.58 $374.80 119% 46.9 Coherent -1% $388.86 $392.50 113% 46.9 Comfort Systems USA 6% $2,075.93 $1,954.47 109% 40.1 Generac Holdings -1% $279.96 $284.14 108% 28.1 Source: LSEG
All of these stocks are rated buy by at least two-thirds of the analysts covering them. Two of these companies, Flex $(FLEX)$ and Marvell Technology $(MRVL)$, were added to the S&P 500 on Monday.
A stock screen such as the one that produced the first list above is limited to a few data points. If you see any companies of interest here, you should do your own research to form an opinion about the ability of the companies to compete over the long term. One way to begin your research is to click on the ticker symbols for more information.
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June 25, 2026 08:51 ET (12:51 GMT)
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