Oppenheimer Predicts Up to ~550% Jump for These 2 ‘Strong Buy' Stocks
After a rocky start to the spring, Wall Street came roaring back in May. President Trump's softened tariff stance reignited demand for risk assets, triggering the market's biggest monthly rally since November 2023. The S&P 500 rose ~6%, nudging back into positive territory for the year.
Confident Investing Starts Here:
Encouraged by this rebound, John Stoltzfus, chief investment strategist at Oppenheimer, has taken the measure of the markets and holds a positive outlook for the near- to mid-term.
'The effects of the stock market rally from the lows seen on April 8 appear to us to augur positively for investors practicing diversification and patience notwithstanding near-term uncertainties… We remain overweight US equities and do not ascribe to the view that US exceptionalism is fading,' Stoltzfus noted.
Against this backdrop, Oppenheimer analyst Jay Olson has picked out his winners for the months ahead, zeroing in on two stocks in particular – including one with the potential to jump ~550% by this time next year.
We checked in with the TipRanks database to see how the rest of Wall Street views these names. The verdict? Both picks carry Strong Buy consensus ratings across the board, with substantial upside potential. Let's take a closer look at the details.
Voyager Therapeutics (VYGR)
One company Oppenheimer is especially bullish on is Voyager Therapeutics, a clinical-stage biotech developing treatments for serious neurological diseases, including Alzheimer's disease and Friedreich's ataxia – both of which have limited therapeutic options.
Voyager's lead clinical candidate is VY7523, a monoclonal antibody designed to target pathological tau (pTAU), a protein closely associated with the progression of Alzheimer's disease. Intended for early-stage intervention, the therapy has shown encouraging preclinical results. In mouse models, its murine surrogate demonstrated high selectivity for abnormal tau while sparing healthy tau and delivered strong efficacy in the P301S seeding model, a benchmark in Alzheimer's research. Voyager recently completed a Phase 1 single ascending dose (SAD) trial in healthy volunteers and has since launched a multiple ascending dose (MAD) trial in patients with early-stage AD. Topline SAD results were positive, showing that VY7523 was well tolerated across dose levels and achieved expected central nervous system exposure.
Alongside its antibody-based approach, Voyager is also advancing a gene therapy pipeline powered by its proprietary TRACER capsid technology. These engineered capsids are designed to deliver therapeutic payloads directly to brain cells while minimizing off-target exposure in tissues such as the liver. Among these programs is VY1706, a tau-silencing gene therapy intended to suppress pTAU production in neurons for the treatment of Alzheimer's. At the 2025 AD/PD conference, Voyager presented encouraging non-human primate data showing that a single intravenous dose of VY1706 achieved dose-dependent, robust reductions in MAPT mRNA and tau protein across critical brain regions. An Investigational New Drug (IND) filing remains on track for 2026.
The promise of Voyager's TRACER platform has attracted major pharmaceutical partners. Through deals with Neurocrine Biosciences, Novartis, and Alexion (a subsidiary of AstraZeneca), the company could earn up to $7.4 billion in milestone payments. The Neurocrine collaboration is already advancing gene therapy programs for Friedreich's ataxia and GBA1-related disorders, with IND filings expected in 2025 and clinical trials slated to begin in 2026. Voyager could receive up to $35 million in milestone payments tied to these near-term milestones.
Currently trading at $2.74 per share, VYGR may be flying under the radar – but Oppenheimer's Jay Olson sees it as a compelling entry point.
'We remain enthusiastic about VYGR's unique platform and optionality, and believe VYGR is well-positioned to pursue tau-targeting with different approaches. VYGR's strong balance sheet with a cash runway into mid-2027 should offer stability… Additionally, we are encouraged by the positive preclinical data, external validation of the platform technology through multiple collaborations with industry leaders, a strong management team, and our optimistic long-term view on the gene therapy and CNS therapeutic area,' Olson said.
To this end, Olson rates VYGR an Outperform (i.e., Buy), and his $18 price target implies room for a stunning 556% upside potential in the next 12 months. (To watch Olson's track record, click here)
Tvardi Therapeutics (TVRD)
The second name catching Oppenheimer's attention is Tvardi Therapeutics, another biopharmaceutical firm – but a newcomer to the public markets. The TVRD ticker began trading on the NASDAQ on April 16 of this year, following the completion of a merger between Tvardi Therapeutics and Cara Therapeutics.
Following its public debut, Tvardi is now focused on developing breakthrough therapies for fibrosis-driven diseases. Its approach centers on targeting STAT3 (signal transducer and activator of transcription 3), a key protein in the STAT family, known for its pivotal role in numerous cellular processes.
At the center of Tvardi's clinical efforts is TTI-101, an oral small-molecule STAT3 inhibitor that selectively targets pY-STAT3 within the SH2 domain. Tvardi is advancing TTI-101 as a treatment for both hepatocellular carcinoma (HCC) and idiopathic pulmonary fibrosis (IPF), two diseases marked by high unmet need and limited effective therapies.
Early clinical results have been encouraging. In a first-in-human Phase 1 trial involving patients with advanced solid tumors, including HCC, TTI-101 was well tolerated with no dose-limiting toxicities. Pharmacodynamic data confirmed target engagement, with biopsies showing reduced levels of activated STAT3. Tvardi expects topline data from its ongoing Phase 1b/2 REVERT Liver Cancer clinical trial in HCC to be available in the first half of 2026.
Meanwhile, building on insights from the same trial, Tvardi is also advancing the REVERT IPF Phase 2 study – a randomized, double-blind, placebo-controlled trial evaluating TTI-101, both as a monotherapy and in combination with nintedanib, in patients diagnosed with IPF within the past seven years. On May 27, 2025, the company announced that enrollment was complete, with topline results expected in the fourth quarter of this year.
The potential of TTI-101, based on its earlier clinical trial results and optimistic forecasts for the current trials, has not gone unnoticed by Oppenheimer's Olson. The analyst is encouraged by the possible long-term returns, assuming success in both the trial and regulatory process.
'We see an underappreciated opportunity for lead asset TTI-101 as we forecast ~$1.2B peak risk-adjusted sales in 2040. Blinded Ph2a interim data suggest that TTI-101 could reverse IPF progression, thus supporting favorable differentiation from key competitors, with detailed Ph2a results expected in 2H25 serving as a potential valuable inflection point. In HCC, we believe TTI-101 offers a novel, mechanistically distinct approach, with interim Ph1b/2 data suggesting synergy in combination with SoC ahead of topline results in 1H26. We leverage our expertise in IPF and HCC to inform our analysis, and view TVRD as well-capitalized through key catalysts… Based on our DCF valuation of TVRD, we believe that its shares remain underappreciated,' Olson stated.
With that backdrop, Olson rates TVRD an Outperform (i.e., Buy), alongside a $65 price target, suggesting a potential upside of 129% from current levels.
Overall, this new stock has picked up 4 analyst reviews since it went public, and all are positive – making the Strong Buy consensus rating unanimous. TVRD is currently trading for $28.34, and its $50.75 average price target suggests that the shares have a 79% upside lying in wait for the year ahead. (See TVRD stock forecast)
To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
29 minutes ago
- Yahoo
YHI International Limited (SGX:BPF) insiders have significant skin in the game with 38% ownership
Significant insider control over YHI International implies vested interests in company growth The top 3 shareholders own 59% of the company Using data from company's past performance alongside ownership research, one can better assess the future performance of a company Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. To get a sense of who is truly in control of YHI International Limited (SGX:BPF), it is important to understand the ownership structure of the business. And the group that holds the biggest piece of the pie are individual insiders with 38% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. With such a notable stake in the company, insiders would be highly incentivised to make value accretive decisions. Let's delve deeper into each type of owner of YHI International, beginning with the chart below. View our latest analysis for YHI International Small companies that are not very actively traded often lack institutional investors, but it's less common to see large companies without them. There are many reasons why a company might not have any institutions on the share registry. It may be hard for institutions to buy large amounts of shares, if liquidity (the amount of shares traded each day) is low. If the company has not needed to raise capital, institutions might lack the opportunity to build a position. Alternatively, there might be something about the company that has kept institutional investors away. YHI International might not have the sort of past performance institutions are looking for, or perhaps they simply have not studied the business closely. YHI International is not owned by hedge funds. Yhi Holdings Pte Ltd. is currently the largest shareholder, with 32% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 15% and 12%, of the shares outstanding, respectively. Two of the top three shareholders happen to be Senior Key Executive and Chairman of the Board, respectively. That is, insiders feature higher up in the heirarchy of the company's top shareholders. To make our study more interesting, we found that the top 3 shareholders have a majority ownership in the company, meaning that they are powerful enough to influence the decisions of the company. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. We're not picking up on any analyst coverage of the stock at the moment, so the company is unlikely to be widely held. While the precise definition of an insider can be subjective, almost everyone considers board members to be insiders. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it. Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances. Our most recent data indicates that insiders own a reasonable proportion of YHI International Limited. Insiders have a S$49m stake in this S$130m business. We would say this shows alignment with shareholders, but it is worth noting that the company is still quite small; some insiders may have founded the business. You can click here to see if those insiders have been buying or selling. With a 29% ownership, the general public, mostly comprising of individual investors, have some degree of sway over YHI International. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. We can see that Private Companies own 32%, of the shares on issue. It's hard to draw any conclusions from this fact alone, so its worth looking into who owns those private companies. Sometimes insiders or other related parties have an interest in shares in a public company through a separate private company. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with YHI International (at least 1 which is potentially serious) , and understanding them should be part of your investment process. If you would prefer check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, backed by strong financial data. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
34 minutes ago
- Yahoo
Shareholders in Coventry Group (ASX:CYG) are in the red if they invested a year ago
Investors can approximate the average market return by buying an index fund. When you buy individual stocks, you can make higher profits, but you also face the risk of under-performance. Investors in Coventry Group Ltd (ASX:CYG) have tasted that bitter downside in the last year, as the share price dropped 42%. That falls noticeably short of the market return of around 12%. To make matters worse, the returns over three years have also been really disappointing (the share price is 32% lower than three years ago). Shareholders have had an even rougher run lately, with the share price down 24% in the last 90 days. So let's have a look and see if the longer term performance of the company has been in line with the underlying business' progress. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. We don't think that Coventry Group's modest trailing twelve month profit has the market's full attention at the moment. We think revenue is probably a better guide. As a general rule, we think this kind of company is more comparable to loss-making stocks, since the actual profit is so low. For shareholders to have confidence a company will grow profits significantly, it must grow revenue. Coventry Group grew its revenue by 0.4% over the last year. While that may seem decent it isn't great considering the company is still making a loss. Given this lacklustre revenue growth, the share price drop of 42% seems pretty appropriate. It's important not to lose sight of the fact that profitless companies must grow. But if you buy a loss making company then you could become a loss making investor. The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image). We like that insiders have been buying shares in the last twelve months. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. Dive deeper into the earnings by checking this interactive graph of Coventry Group's earnings, revenue and cash flow. Coventry Group shareholders are down 41% for the year (even including dividends), but the market itself is up 12%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. On the bright side, long term shareholders have made money, with a gain of 6% per year over half a decade. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Consider for instance, the ever-present spectre of investment risk. We've identified 4 warning signs with Coventry Group , and understanding them should be part of your investment process. Coventry Group is not the only stock insiders are buying. So take a peek at this free list of small cap companies at attractive valuations which insiders have been buying. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Australian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Buzz Feed
an hour ago
- Buzz Feed
Americans Share Shocking Tariff Costs Hitting Wallets
On May 12, President Trump reached a deal with China that cut tariffs on imported goods from the country from 145% to 30% for 90 days. But for companies that had to restock while the higher tariffs were in effect, like the open-source hardware retailer Adafruit, the costs of the highest tariffs are still being felt. In a blog post about its tariff bill, Adafruit wrote, "We'll have to increase the prices on some of these products, but we're not sure if people will be willing to pay the higher cost, so we may well be 'stuck' with unsellable inventory that we have already paid a large fee on." The co-founder and president of Popsmith and Franklin's Popcorn also took to X to share how the tariffs are affecting his business: He went on to clarify that yes, the tariffs will cause higher prices. Some companies have announced layoffs related to the higher costs of doing business under Trump's tariffs. Higher prices are also beginning to show up on store shelves. It can be harder to tie these increases directly to the tariffs because big American companies are currently not being very transparent about how these new import taxes are affecting prices. For example, this Target employee captured the moment they changed an imported 6-foot USB cable's price from $9.99 to $17.99 in mid-May, before the highest tariffs were paused. The timing would seem to line up with the tariffs' first round of effects, but there's nothing on the price tag to indicate why the price went up by so much so quickly. BuzzFeed has reached out to Target for comment, but they did not immediately respond to our request. A Walmart employee also shared the price jump on an 8-ounce container of cocoa powder from $3.44 to $6.18. Walmart recently announced that it would be raising some prices due to the tariffs. If you work in retail, please pop into the comments and let us know what you're seeing in your store — and post pics if you've got 'em! Or, if you'd like to remain extra anonymous, email me. On the other hand, some smaller brands, like the inclusive underwear company tomboyx, have started showing a tariff charge on their products. The company explained on its website, "The tariff surcharge helps us stay sustainable while we move quickly behind the scenes—developing new styles and expanding production to other countries. We're adapting fast, but building responsible manufacturing relationships takes a bit of time — and we refuse to compromise on the quality you expect from us." And people genuinely appreciate the transparency: Meanwhile, at the "old-fashioned" grocery store, this Iowa shopper noticed a wild price tag on a container of pre-cut imported fruit: Restaurant prices are also creeping up. One restaurant owner told CBS News, "We're not importing fresh ingredients like vegetables, but everything else around it — spices, seasonings, even our beers. Now it's double. Who's going to pay $20 for a beer?" If you've got kids who maaaybe do a little online shopping, you should probably talk to them about the tariffs to avoid any nasty surprises like what this parent discovered: And if you're planning to buy any new shoes or clothing for the summer season, be warned: most of these products are manufactured in Asia. Scientists who are lucky enough to still have funding for their research are now facing higher prices on lab equipment: While all of this is going on, many everyday shoppers are still asking, "Are 'import charges' the same thing as tariffs?" The answer is yes, yes they are. Finally, before you say "just buy American," there are many things that people and businesses rely on to survive that we do not (or in some cases, can not) make here. It could take years for manufacturing to gear up, and paying high prices in the meantime is a financial pain that few Americans are equipped to meet. Now it's time for Comment Corner. A few weeks ago, I shared some of the first tariff receipts making the rounds online, and members of the BuzzFeed Community joined the conversation to share where they've noticed the tariffs going into effect. Here's what they had to say: "Jasmine rice is usually imported from Thailand. Costco is already showing how tariffs affect consumers and hardworking citizens like me. In March 2025, a bag of jasmine rice cost $15.99 (25 lbs). April 2025: $17.99 (25 lbs). In the month of May, it already jumped to $25.73 (25 lbs)." —Anonymous, 41, Florida "I'm an assistant store manager at Skechers, and maybe a week ago, we were given updated/higher prices for EVERYTHING in our store — shoes, socks, backpacks, apparel, and even the cleaning supplies we have for your shoes!! I wish I was kidding when I say our three pack of quarter crew socks went from prices between $14.00, $16.00, and $18.00 (which was already, in my opinion, kinda pricey) to $20.00." "The cost of my home repairs is three times the amount previously quoted due to an increase in materials costs. I canceled all repairs unless absolutely needed. I'll just sell my house 'as is' or not at all. Someone quoted me $18k to put up a fence. Not going to happen." —Anonymous, 66, Florida "I own a small wedding company in California. I have noticed that people are opting for the less expensive package we offer, which is just elopements. Flowers for weddings are going sky high. People are just cutting way back and not having the wedding they've always dreamed of." "My contact lenses went from $750 last year to $1,248 this year. They updated the prices the week before my appointment, saying it was due to the tariff charges." —Anonymous, 35, North Dakota "I work for a patio furniture company. Two weeks ago, they started raising all of our prices up 40-70%, which is an incredible amount. We had a chaise lounge chair go from an already high of $1,000 to $1,600 while others doubled. I don't believe all these increases are due to tariffs. A lot of companies see an opportunity to raise prices on a product that wasn't necessarily hit that high simply because they can. We have no way of actually knowing if that product was really part of it." "I was laid off from my job because of tariffs. When they called me in, they said that because they were an 80% import business, they were decreasing their staff by 25% because of the Trump tariffs. I was on track to be promoted next month." —Anonymous, 48, Los Angeles "I have a small business where all of my stock comes from overseas. There simply aren't any US-based producers. My suppliers started raising their prices in January due to 'expected tariffs,' and they're still rising. What cost me $3 a year ago now costs me $6.50. This is unsustainable for businesses and customers." And finally, "My partner and I were in the process of purchasing an apartment here in Spain (he is Spanish, I am American) when the bank rescinded our mortgage offer due to 'economic uncertainty in the global market caused by Trump's changing policies.' Even abroad, we can't escape the effects of all this." —Anonymous, 36, Spain Have you been charged a tariff fee or noticed prices going up on imported goods? Tell us all about it in the comments or via this anonymous form:
