Analysts highlight best ideas for 2025 with bullish calls on growth, innovation, and market resilience
Wall Street analysts are rolling out fresh bullish calls on several stocks, with five notable upgrades making waves in today’s market, according to a roundup by The Fly. These research calls span sectors from ride-hailing and gaming to biotech and semiconductors—each backed by a clear growth narrative and increased analyst conviction.
Lyft (LYFT) led the list after TD Cowen upgraded the stock to Buy from Hold and raised its price target to $21 from $16. TD Cowen named Lyft its “Best Smidcap Idea” for 2025, citing growth levers including expansion outside the top 25 U.S. markets, international growth through its FREENOW acquisition, and product innovations such as price lock.
Electronic Arts (EA) received an upgrade from Roth Capital to Buy from Neutral, with a higher price target of $185 (up from $175). The firm sees increased confidence in EA’s ability to deliver consistent double-digit earnings growth over the next three years, driven by strong execution and a healthy game pipeline.
Exelixis (EXEL) saw one of the most dramatic target increases—from $29 to $60—as Stephens upgraded the biotech name to Overweight from Equal Weight. Calling it the firm’s “Best Idea,” the analyst believes Cabometyx can maintain market share in renal cell carcinoma (RCC), even amid competitive trial data.
Broadcom (AVGO) was upgraded to Buy from Hold by HSBC, with a $400 price target, reinforcing optimism around its AI-driven semiconductor demand and strategic acquisitions.
MakeMyTrip (MMYT) also earned an Outperform rating from Macquarie, which highlighted the company’s $3.1 billion capital raise as a key growth catalyst.
These upgrades reflect growing analyst confidence in companies with clear expansion paths, strong balance sheets, and innovative strategies for long-term growth.
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