It has been a rollercoaster ride for equity investors in 2025. There have been too many ups and downs to focus on, but U.S. tariffs and trade policies have so far trumped any other ongoing risks and uncertainties. And despite all of these uncertainties, the S&P 500 and NASDAQ-100 key indexes are both up year-to-date. Now investors have to wonder how to brace for beyond the summer months and start looking toward 2026.

Tactical Bulls reviews the daily flow of Wall Street analyst calls covering upgrades and downgrades in a hunt for new ideas that might have otherwise been overlooked or missed. These calls sometimes offer opportunities for short-term opportunistic traders and long-term investors who are looking for diamonds in the rough. Most analyst “Buy/Outperform” ratings come with implied upside of 10% to 12%, but some analyst calls are much more aggressive — sometimes predicting upside of 40% to 100%!

It turns out that in the last week there have been five analyst calls predicting that certain stocks would rise 40% to 100% over the next 12-month period (or so). And some of the stocks are large cap and should be quite well-known to the investing community.

Investors need to keep in mind that no single analyst report should ever be the sole basis to buy or sell a stock. This is particularly true for aggressive “Buy” and “Outperform” ratings in speculative stocks with predictions of 40% to 100%. Investors should do their own research. Analysts sometimes get their thesis wrong just like the rest of us. Sometimes they can be very wrong. And any decision, particularly in such speculative stocks, should be made after consulting with a financial advisor or professional.

Please read the disclaimer below for suitability before even considering any of these analyst ratings. Here are 5 stocks that Wall Street is calling for 40% to 100% in implied upside.

DIGITAL BANKING HAS A FUTURE

Alkami Technology Inc. (NASDAQ: ALKT) was assumed JPMorgan with an Overweight rating and a $40 price target. JPMorgan featured the digital banking space in a positive light and says that Alkami is modernizing customer-facing software for both regional banks and for credit unions alike. The analyst report also noted strong customer retention and long contracts with a 5-7 year span. Both aspects support ongoing visibility with recurring revenues while it also grows by winning new customers. Alkami was last seen trading at $27.75 after the report. Its 52-week range is $21.70 to $42.29 and it has only a $2.8 billion market cap.

ONE BREATH AT A TIME

Inogen, Inc. (NASDAQ: INGN) has been discussed in-depth in a more recent reporting, but two different firms issued “double the money” price targets in the last 30 days. Investors just need to keep in mind this turnaround candidate’s obliterated its shareholders years back after making an exponential run higher based on the hype around its portable oxygen systems that eliminated the need for many patients to wheel around portable and expensive oxygen tanks. The upside to the lower target was still closer to 80%, assuming that the turnaround actually turns around.

MEAT, MEAT & MORE MEAT

JBS N.V. (NYSE: JBS) is considered to be the world’s largest meat packer worth approximately $15 billion. The Brazilian company has now come public in the United States with a fixed listing just letting its shares trade rather than an initial public offering. Its post-IPO range after opening at $13.65 has traded over 414.00 before settling down around $13.75 as of Wednesday morning. Goldman Sachs initiated coverage with a Buy rating and it assigned a $19.50 price target that implies roughly 40% upside if its target comes to fruition. The strong price target talks up a strong risk/reward profile compared to valuations at other protein companies while also having growth opportunities ahead. It was also praised for a broad portfolio and consistent execution. While this is strong implied upside, other investment banks are predicting even more upside:

• Barclays (Overweight) $22 target
• BofA (Buy) $21 target
• HSBC (Buy) $26 target
• Morgan Stanley (Overweight) $21 target
• Stephens (Buy) $22 target

CEMENT IN ARGENTINA

Loma Negra (NYSE: LOMA) may be unknown to most U.S. investors as an Argentina cement maker, and its $1.4 billion market cap is quite small. Citigroup issued a new Buy rating and issued a $16 price target. The report cited being able to enter when local cement demand is extremely low ahead of a multi-year recovery for cement demand as Argentina comes back as a country with a limited need of capital spending for this cycle. Its recent pullback of almost 20% and a current share price of $11.50 leaves an implied upside of nearly 40% if Citi’s assumptions prove to be correct. Its 52-week range is $5.70 to $14.17.

TESLA & MUSK

Tesla Inc. (NASDAQ: TSLA) is the big daddy call of them all, sort of. Wedbush Securities reiterated Tesla’s Outperform rating and $500 price target, implying more than 50% upside from the present $325 share price. While analyst Dan Ives has been critical of Elon Musk in prior months, he sees Musk and the company building a strong foundation for autonomous growth for years to come as its autonomous Model Y Robotaxi service is set to launch in Austin. Ives also noted that Tesla’s AI future is worth $1 trillion alone to its valuation in the coming years. Ives also believes Tesla is set to roll out the robotaxi service in 25 cities in the next year or so. Tesla currently is valued at $1 trillion and Wedbush’s bull case scenario could reach a $2 trillion valuation (implying a double on the stock) by the end of 2026 if Musk and the company execute on their plans.

DISCLAIMERS

Please be informed that all analyst ratings and price targets mentioned above were issued by each firm named in this summary. Their ratings and targets may differ greatly from other firms on Wall Street. Tactical Bulls does not issue any formal ratings and does not maintain any price targets of its own on any of these stocks. Also please remember that no analyst ratings and price targets, even those with the strongest conviction, ever come with any guarantees of profits and they never contain money-back guarantees in case you lose money.