
The Federal Reserve has finally decided to begin its next interest rate cutting cycle, and two or three more rate cuts are starting to be priced in over the next year. Wall Street is now also making adjustments to its own earnings and growth expectations to incorporate how lower rates will help certain companies. This is when investors need to reflect and decide how they want their assets positioned for the next year as 2026 comes into focus.
Tactical Bulls reviews the daily flow of Wall Street analyst research each morning to hunt for overlooked items and hidden gems that would have otherwise been missed. The effort in finding those new ideas is also for short-term traders and long-term investors alike. Many of these analyst calls are targeted directly at tactical investors who rotate their assets more than traditional buy-and-hold investors.
While many stocks are hitting all-time highs with the market and the S&P 500 up 12% so far in 2025 alone, analysts still have many stock picks where they see favorable trends for investors well into 2026.
Traders and investors alike need to always keep in mind that no single analyst report should ever be the sole basis to buy or sell a stock. Analysts can get their thesis wrong, just like the rest of us. And sometimes the market or a company’s fundamentals can change in the blink of an eye.
As a reminder, all ratings and price targets below have been assigned to each brokerage firm by name. Tactical Bulls maintains no formal rating of its own nor any formal price targets on any of these shares.
Here are 10 fresh analyst calls from Thursday, September 18, 2025 where analysts are issuing Buy ratings and/or higher price targets on existing Buy ratings.
Abercrombie & Fitch (NYSE: ANF) was initiated with a Buy rating and assigned a $120 price target (versus $85.39 prior close) at BTIG. While the headwinds are known, it has the ability to return to growth and it could have strong tailwinds from its Hollister brand. A&F shares have a 52-week range of $65.40 to $167.71, but it peaked closer to $200 in early-2024.
AeroVironment, Inc. (NASDAQ: AVAV) now has its first real post-merger earnings report behind it, and BofA Securities has decided to issue a new Buy rating and assign a $300 price objective. BofA expects AeroVironment’s autonomous systems bringing strong growth opportunities from drones and counter-drone efforts. It also believes that the AU’s drone dominance initiative is a pivotal catalyst for the defense contractor. ” for AeroVironment, the analyst tells investors. AVAV closed up 2.3% AT $272.07 on Wednesday and was indicated up 2% more on Thursday at $278.00, and its 52-week range is $102.25 TO $295.90.
AT&T Inc. (NYSE: T) was reiterated as Strong Buy at Raymond James, with a price target hike to $33 from $31 (versus $29.54 prior close) in the call. Strength is seen in post-paid subscriber growth, earnings growth and free cash flow growth and refers to AT&T as the firm’s top large cap total return story for the next year. AT&T also has its 3.7% dividend yield to consider in total return expectations.
Barrick Mining Corporation (NYSE: B) was reiterated as Outperform and its price target was raised to $32 from $30 (versus $29.48 prior close) at Raymond James. This is after Barrick’s updated preliminary economic assessment on Fourmile indicates that it could rank as a top 10 gold producer in the world. The firm also sees the project’s economics improving based deposit locations being near processing infrastructure as an added boost. Barrick has a 52-week range of $15.11 to $29.89.
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) closed at $445.50 ahead of earnings, and with strong guidance it was indicated up over 5% at $470.00 on Thursday morning. Barclays reiterated its Overweight rating and raised its target to $515 from $500. Jefferies reiterated its Buy rating and raised its price target to $520 from $500. KeyBanc reiterated its Overweight rating and raised its target to $510 from $495. Needham & Co. reiterated its Buy rating and raised its price target to $535 from $475. Stifel reiterated its Buy rating and raised its target price to $515 from $495.
ALSO READ: THE S&P 500 WORST 10 STOCKS AHEAD OF THE RATE CUTS
CRISPR Therapeutics AG (NASDAQ: CRSP) was initiated with an Overweight rating and was given a $70 price target (versus $59.07 close) at JPMorgan. The firm sees several inflection points coming from CRISPR’s portfolio, but sees a very different setup against gene-editing peers and competition. The firm noted that Casgevy is now partnered, and its $2 billion cash reserve should offer valuation support and additional credit as sales ramp up and profits are realized. CRISPR has a 52-week range of $30.04 to $71.13.
MongoDB, Inc. (NASDAQ: MDB) already soared after its most recent earnings report, but analysts are looking positive after its customer conference and analyst day as well. MongoDB was reiterated as Overweight and its price target was raised to $345 from $305 at Barclays with a focus on increasing developer mindshare (AI capabilities). Piper Sandler also reiterated its Overweight rating and hiked its price target to $400 from $345 in its call. Stifel reiterated its Buy rating and raised its price target to $375 from $325. MongoDB closed -3.66% at $315.38 on Wednesday and was indicated up over 1% at $319.00 on Thursday.
NIKE Inc. (NYSE: NKE) was given a key upgrade after RBC Capital Markets raised its rating to Outperform from Sector Perform and hiked its price target up to $90 from prior $76 target. RBC is now calling for a revenue recovery from both new products and from World Cup merchandise. Nike’s running footwear is also positive and after long underperformance RBC believes the apparel maker is finally entering a period where it can “beat and raise guidance” with downside already factored into the longer-term story. Nike closed down 0.6% at $72.31 ahead of the call and it has a 52-week range of $52.28 to $90.62. It was also briefly a $175 stock at the peak in 2021.
SoFi Technologies, Inc. (NASDAQ: SOFI) was reiterated as Outperform and its price target was raised to $31 from $26 (versus $27.14 close) at Mizuho. This is a post-rate-cut call evaluating which processors, consumer lenders, and exchanges are the best positioned to benefit from the coming interest rate cut cycle. Mizuho believes a higher valuation is deserved for SoFi.
Zoom Communications Inc. (NASAQ: ZM) was reiterated as Buy and its price target was raised to $110 from $102 at Benchmark. Zoom previously closed at $86.30, and the call is after mild 2026 estimate increases coming from the Zoom Phone and gradual agentic AI monetization from its Zoomtopia presentations. Zoom’s 52-week range is $64.41 to $92.80.
Categories: Investing