Wishing you a fine holiday weekend! Here's what we'll be watching next week:
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Generac Holdings (GNRC) — Power generation giant rides AI data center boom.
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Cenovus Energy (CVE) — Top analysts target 73% upside on Middle East tailwinds.
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Tapestry (TPR) — Luxury powerhouse delivers 264% return on equity.
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Workiva Inc (WK) — Cloud compliance leader forecasts 1,138% EPS surge ahead.
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Brink's Co (BCO) — Security giant targets 62% upside with explosive earnings growth.
And by the way, if you want to get more hot-off-the-presses stock picks, join our FREE training every Monday. Gain access here.
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1- Cenovus Energy (NYSE: CVE)
Cenovus Energy Inc. produces crude oil, natural gas liquids, and natural gas from oil sands assets in Alberta, Canada, with refining operations in the U.S. Following recent geopolitical developments in the Middle East, analysts are bullish on the company's strong positioning within the integrated energy sector.
Zen Rating: Strong Buy (A) — see full analysis
Recent Price: $25.14 — get current quote
Max 1-year forecast: $47.00
Why we're watching:
- Hello there, lovely. Analysts are extremely bullish on this stock, with analysts targeting over 70% upside potential in the coming year. See all recommendations
- For example, Goldman Sachs analyst Neil Mehta (a top 6% rated analyst) recently maintained his Strong Buy rating following a deep dive into Energy sector coverage. Mehta cited the recent issues in the Middle East for their price target hike within their U.S. Majors and Canadian Oils portfolio.
- RBC Capital's Gregory Pardy (top 10%) holds one of the street-high estimates, with a price forecast that suggests +83.59% from current levels.
- Industry ranking context: CVE is currently the 1st highest-rated stock in the Oil & Gas Integrated industry, which has an Industry Rating of A.
- Zen Rating highlights: After going through a rigorous 115-factor analysis, CVE earns an overall Zen Rating of A, which amounts to a Strong Buy recommendation. Its Component Grades, which shape the overall rating, reveal several strengths: An A rating for Momentum, with B grades for Value, Growth, and Financials. See all 7 Component Grades here
2- Generac Holdings (NYSE: GNRC)
A global supply agreement with a leading hyperscale data center operator has positioned this power generation specialist right at the center of the AI infrastructure boom. Manufacturing power generation equipment and other engine-powered products for residential, commercial, oil, gas, and industrial markets, Generac is emerging as one of the most overlooked AI plays on the market.
Zen Rating: A (Strong Buy) — see full analysis
Recent Price: $279.15 — get current quote
Max 1-year forecast: $335.00
Why we're watching:
- Analyst support: Among the 14 analysts we track issuing recommendations, GNRC earns 10 Strong Buys, 2 Buys, and 2 Holds. See all coverage here.
- For example, on the bullish side, Canaccord Genuity analyst George Gianarikas (a top 8% rated analyst) recently maintained his Strong Buy rating with a price target that suggests over 20% upside potential in the coming year, praising Generac's innovative product pipeline and robust demand forecasting.
- Industry ranking context: GNRC is currently the #1 highest-rated stock in the Specialty Industrial Machinery industry, which has an Industry Rating of B.
- Zen Rating highlights: GNRC earns an overall Zen Rating of A, which amounts to a Strong Buy recommendation. This means that after a rigorous 115-factor review, the stock came out in the top 5% of all stocks in our 4600+ stock database.
- Component Grades: Each Zen Rating is composed of 7 Component Grades. GNRC earns an exceptional A grade for Growth, and an above-average B grade for Financials — a combo that indicates the company has a solid balance sheet while maintaining robust growth prospects. (See all 7 Zen Component Grades here)
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You know the bullet-resistant armored trucks — now Wall Street is taking notice of the explosive earnings growth behind them. A private security and protection company providing security services to banks, retailers, governments, mints, and more, The Brink's Company is seeing robust earnings growth with analysts forecasting significant upside ahead.
Zen Rating: Strong Buy (A) — see full analysis
Recent Price: $97.67 — get current quote
Max 1-year forecast: $163.00
Why we're watching:
- Analyst support: BCO only has 2 recommendations right now, but they’re both Strong Buys, with price targets suggesting nearly 70% upside potential in the coming year. See recommendations
- That street-high is held by Truist Securities researcher Tobey Sommer (a top 13% rated analyst), who recently maintained a Strong Buy rating with a $163.00 price target.
- Meanwhile, Goldman Sachs analyst George Tong maintained a Strong Buy rating with a $145.00 price target (+48.92% upside), reflecting confidence in the company's growth trajectory.
- Strong Momentum: Earnings momentum is exceptionally strong with forecasted EPS growth of +116.53% in the next year (from $4.31 to $9.33) and +148.16% over two years (to $10.70), dramatically outpacing the industry average of 18.25%.
- Industry ranking context: BCO is currently the 1st highest-rated stock in the Security & Protection Service industry, which has an Industry Rating of A.
- Zen Rating highlights: With its A rating / Strong Buy recommendation, BCO is in a class of stocks that have historically delivered close to 30% annual gains over the past 20 years.
- Component Grades: The stock earns A ratings for both Value and Safety, with B grades for Growth and Sentiment, positioning it as a quality growth-at-value opportunity. See all 7 Component Grades here
Coach. Kate Spade. Stuart Weitzman. Tapestry's iconic luxury brand portfolio is firing on all cylinders. Providing luxury accessories and branded lifestyle products through these well-known names, the company's digital momentum is boosting consumer engagement and fueling growth across all channels — with strong performance in both U.S. and international markets.
Zen Rating: A (Strong Buy) — see full analysis
Recent Price: $144.72 — get current quote
Max 1-year forecast: $205.00
Why we're watching:
- TPR has a proven track record of success. It was previously part of our Zen Investor portfolio, where it delivered 87% gains before Editor-in-Chief Steve Reitmeister took profits. (See the full portfolio here.) But it’s back on the list…
- Despite already-impressive gains of over 70% in the past year, analysts remain bullish on the stock, with some calling for over 35% additional upside in the coming year. See all recommendations here
- That street-high comes from JP Morgan's Matthew Boss (a top 7% rated analyst), who recently maintained his Strong Buy rating with a $205 price target. Additional top-ranked analysts like UBS researcher Jay Sole (a top 7% rated analyst) also recommend it as a Strong Buy, highlighting the company's digital transformation success.
- Industry ranking context: TPR is currently the 2nd highest-rated stock in the Luxury industry, which has an Industry Rating of A.
- Zen Rating highlights: With its A rating, or Strong Buy recommendation, TPR ranks in the top 5% of stocks in our 4600+ stock database based on fundamentals.
- Looking at the individual Component Grades, TPR has an exceptional A grade for Financials, highlighting the company's impressive 264.05% return on equity and 27.86% return on assets. Strong Growth (B) grades further support the investment thesis, with earnings growth of 36.69% outpacing the market's 34.13%. (See all 7 Zen Component Grades here)
A forecasted EPS surge of over 1,100% in the coming year is putting this cloud compliance specialist firmly on Wall Street's radar. Providing cloud-based compliance and regulatory reporting solutions in the U.S. and internationally, Workiva is seeing strong growth momentum driven by expanding adoption of its platform.
Zen Rating: Strong Buy (A) — see full analysis
Recent Price: $47.21 — get current quote
Max 1-year forecast: $90.00
Why we're watching:
- Analyst support: Among the 5 analysts issuing recommendations, WK has ONLY bullish sentiment, with 4 Strong Buy and 1 Buy recommendation. See them here
- For example, Stifel Nicolaus analyst Brad Reback (a top 14% rated analyst) recently maintained a Strong Buy rating with a price target representing +35.33% upside potential.
- Great earnings growth: The stock demonstrates exceptional earnings growth prospects with forecasted EPS climbing from $0.24 currently to $2.97 next year (+1,138.5% growth) and $3.56 in two years (+1,382% growth), significantly outpacing industry averages.
- Industry ranking context: WK is currently ranked #12 out of 174 stocks in the App industry.
- Zen Rating highlights: As an A-rated stock in the Zen Ratings, WK has proven its mettle by passing a 115-factor fundamental review with flying colors — only the top 5% of all stocks tracked meet these standards.
- Component Grades: WK’s standout Component Grades are an elite A for Growth, with solid Bs for Financials and Artificial Intelligence, suggesting a stock with powerful price action potential that remains grounded with a solid balance sheet. See all 7 Component Grades here
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