Core Viewpoint - Bank of America identifies five stocks with strong potential for growth following the latest earnings season, emphasizing their solid fundamentals and attractive entry points across various sectors [2][3][7]. Group 1: Stock Highlights - Palantir Technologies: Recognized as a key beneficiary of the growing demand for AI platforms, with a strong position in both government and commercial markets, expected to deliver profitable growth as AI adoption accelerates [4][5]. - Wayfair: Upgraded to "buy" from "neutral" due to impressive quarterly results, with analysts noting accelerating market share gains and improving margins, positioning it well for a housing market recovery. Price target raised to $130 from $86, with shares up 142% year-to-date [8][9]. - AerCap Holdings: The world's largest aircraft leasing company, with a strong portfolio and cash position. Price target increased to $150 from $130, driven by persistent supply constraints in the aviation industry, with shares climbing nearly 39% this year [10][11]. - Intapp: A SaaS player with accelerating cloud revenue growth, maintaining a "buy" rating despite a 40% decline in stock this year. Price target raised to $76 from $75, with potential to disrupt its target verticals [12][13]. - Diamondback Energy: Identified as the top large-cap oil pick, highlighting strong free cash flow and significant buybacks, with a focus on financial discipline and shareholder returns [14][15].
Bank of America highlights 5 stocks that can run up post earnings