Bank of America says these five stocks have more room to run ahead of earnings

🌟 BofA’s Top Five Picks Ahead of Earnings

Bank of America analysts highlight the following companies as having strong upside potential due to improving fundamentals, resilient business models, and favorable macro tailwinds:

• PayPal (PYPL)

• Fidelity National Information Services (FIS)

• Flutter Entertainment (FLTRF)

• Coupang (CPNG)

• RELX PLC (RELX)

🔍 Why These Names Stand Out

BofA analysts see these stocks as relatively undervalued or under-discussed, with catalysts in place that may fuel upside into and after quarterly reports.

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🔍 What to Expect Pre- and Post-Earnings

🚀 PayPal (PYPL)

• Expectations are muted but recent stabilization in volume and transaction take rates could surprise on the upside.

💻 Fidelity National (FIS)

• A resilient fintech firm with stable, recurring revenue streams (~80% recurring), making it less sensitive to cyclical risks.

🎰 Flutter Entertainment (FLTRF)

• Although shares are down ~12% YTD, BofA sees improved trimming of costs and renewed revenue momentum as key upcoming catalysts.

🛍️ Coupang (CPNG)

• A fast-growing e-commerce giant in Asia—investors are focused on narrowing losses and improving operational efficiency.

📚 RELX PLC (RELX)

• A global digital information and analytics provider; stable cash flows and potential for modest upgrades make it attractive.

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📊 How to Play This: Strategic Considerations

Entry & Position Sizing

• Consider building small starter positions ahead of earnings, adding into strength on positive data beats.

• Avoid concentrated exposure—diversify across multiple names with upcoming reports.

Event Risk Management

• Earnings surprises could push these stocks 5–10% higher—or trigger pullbacks if guidance disappoints.

• Setting stop-losses or hedging with protective options can help navigate short-term volatility.

Timing & Catalysts

• Watch for analyst upgrades, rising revision ratios, and macro tailwinds (e.g., rising gaming spend benefiting Flutter or payments normalization helping PayPal).

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🧭 Final Takeaway

Bank of America sees these five names—PayPal, FIS, Flutter, Coupang, and RELX—as underappreciated, with upside potential as earnings season unfolds. Their thesis reflects a blend of operational resilience, industry tailwinds, and potential for positive surprises.

Here are five stocks that Bank of America (BofA) analysts believe have significant upside ahead of their upcoming earnings—along with what could drive their gains, and potential playbook strategies:

 

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🔍 Why These Stocks Are Poised to Rise

PayPal (PYPL)

• Analysts see a turnaround in customer behavior and margin improvements, even as macro uncertainty persists.

• Despite lowering PayPal’s price target from $103 to $93, BofA still considers it attractive relative to current valuation and momentum.

Fidelity National (FIS)

• Operates under a subscription-heavy fintech model with ~80% of revenue recurring.

• Strong margin resilience and capital returns make it a resilient play heading into earnings.

Flutter Entertainment (FLTRF)

• With U.S. expansion of sports betting and global digital growth, BofA views current share weakness (down ~12% year-to-date) as a buying opportunity.

Coupang (CPNG)

• South Korea–based e‑commerce leader moving toward operational profitability, with key growth and margin improvement expected.

RELX PLC (RELX)

• A global data and analytics company with predictable earnings and stable cash generation.

• Positioned to benefit from improving corporate budgets and growing data demand.

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📈 How to Strategically Position

🎯 Entry Strategy

• Consider light initial positions ahead of earnings—add more if momentum builds post‑report.

⚠️ Risk & Volatility Management

• Use stop-losses or tactical put options to hedge against disappointing guidance or unexpected weakness.

🔍 Catalyst Watchlist

• Key signals: analyst upgrades, improving earnings revision ratios, and supportive macro data (e.g. rising fintech adoption for PayPal or policy tailwinds for sports betting in Flutter).

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🧭 Bottom Line

Bank of America sees these five names—PayPal, FIS, Flutter, Coupang, and RELX—as both undervalued and backed by tangible operational tailwinds. Combined, they offer risk-adjusted upside potential into and beyond earnings season.

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📌 1. PayPal (PYPL) – Fintech Turnaround Bet

🟢 Analyst Targets: Avg. PT: $93 → Upside ~15%
📈 Technical Setup:

• Watch for breakout above $70 as a bullish signal

• RSI near 55: Neutral zone
  🧭 Entry Zone: $65–$68
  🛡 Risk Guard: Stop-loss at $61

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📌 2. Fidelity National Info (FIS) – Recurring Revenue Shield

🟢 Analyst Targets: Avg. PT: $75 → Upside ~18%
📈 Technical Setup:

• Trading sideways: Likely accumulation zone

• MACD shows early bullish crossover
  🧭 Entry Zone: $63–$65
  🛡 Risk Guard: Stop-loss at $59

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📌 3. Flutter Entertainment (FLTRF) – Sports Betting Global Play

🟢 Analyst Targets: PT: $232 → Upside ~20%
📈 Technical Setup:

• Oversold bounce forming; RSI recovering from 40

• U.S. expansion news could catalyze rebound
  🧭 Entry Zone: $180–$190
  🛡 Risk Guard: Stop-loss at $172

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📌 4. Coupang (CPNG) – E-Commerce Efficiency Story

🟢 Analyst Targets: PT: $24 → Upside ~22%
📈 Technical Setup:

• Rising wedge forming; above 200-day MA

• Key breakout above $20 confirms trend
  🧭 Entry Zone: $18.20–$19.50
  🛡 Risk Guard: Stop-loss at $17.10

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📌 5. RELX PLC (RELX) – Predictable Data Powerhouse

🟢 Analyst Targets: PT: $47 → Upside ~10%
📈 Technical Setup:

• Strong uptrend, steady earnings

• Ideal long-term compounding pick
  🧭 Entry Zone: $42–$43.50
  🛡 Risk Guard: Stop-loss at $40

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