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Dear Fellow Investor,
Analysts Still Love These Oversold Stocks
Even the strongest companies eventually run into turbulence. Markets overreact, investor sentiment shifts abruptly, and share prices that once looked unstoppable suddenly fall out of favor. But savvy investors know that weakness in great companies often creates opportunity, not risk. And right now, several oversold large-cap names are attracting fresh optimism from Wall Street analysts, who believe recent pullbacks have gone too far.
Company: Salesforce (SYM: CRM)
One of the clearest examples is Salesforce (SYM: CRM). Once trading near $360, the stock tumbled to recent lows around $222 as investors grew worried about moderating enterprise spending and fierce competitive pressure in the artificial intelligence arms race. Slowing growth expectations added fuel to the sell-off, prompting some investors to assume the best days of Salesforce might be behind it.
But that narrative is starting to crack. After several quarters of strong cost discipline, consistent margin expansion, and ongoing innovation in AI-driven CRM solutions, Salesforce is showing renewed signs of momentum. And importantly, analysts are taking notice.
Goldman Sachs recently reiterated its buy rating on Salesforce after reviewing the company’s latest earnings. The firm raised its price target to $385, highlighting that revenue, guidance, and profitability all came in at or above expectations. Salesforce delivered earnings per share of $3.25, beating estimates by an impressive 39 cents. Revenue hit $10.26 billion, up nearly 9% year over year and solidly in line with Wall Street projections.
Looking ahead, the company expects Q4 revenue between $11.13 billion and $11.23 billion, signaling continued stability despite macro uncertainties. Adjusted EPS is forecast to land between $3.02 and $3.04, almost perfectly matching consensus expectations of $3.03. But the bigger story may be Salesforce’s confidence in its long-term trajectory.
The company raised its fiscal 2026 outlook, now expecting revenue between $41.145 billion and $41.55 billion, up from its previous range. Even more notably, Salesforce boosted its earnings forecast to $11.75 to $11.77 per share, topping both its earlier guidance and analysts’ consensus of $11.37.
These numbers, combined with Salesforce’s expanding margins and cash flow, suggest the recent pullback was more fear-driven than fundamentals-driven.
And Goldman Sachs isn’t the only firm calling the stock undervalued.
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Wedbush reaffirmed its outperform rating with a $375 price target
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Evercore ISI reiterated outperform with a $340 price target
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Morgan Stanley reiterated overweight with a $405 price target
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Wells Fargo maintained equal weight with a $265 target, acknowledging upside but expecting more volatility
Across the board, analysts see Salesforce as a high-quality name temporarily held back by market sentiment, not business performance.
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Company: Amazon (SYM: AMZN)
Salesforce isn’t the only oversold giant drawing analyst enthusiasm. Amazon (SYM: AMZN) has quietly become another attractive opportunity after a sharp downturn that pulled the stock roughly 10% below its November highs.
JPMorgan recently reiterated its outperform rating on Amazon, noting that the post-earnings pullback is giving long-term investors a rare chance to buy a top-tier name at a discount. According to the firm, Amazon’s stock has retraced to levels seen before earnings—even though fundamentals remain strong and the company is well-positioned heading into the holiday season.
Just yesterday, Goldman Sachs reaffirmed its buy rating on Amazon as well, calling the stock one of the best large-cap opportunities for multi-year upside. Much of this optimism centers around Amazon’s three core pillars:
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E-commerce strength and holiday-driven demand
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AWS cloud leadership, which remains the backbone of global AI development
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Advertising growth, which has quickly become one of Amazon’s most profitable business lines
But the AI story is especially compelling. KeyBanc Capital Markets recently highlighted Amazon as a top beneficiary of the coming wave of generative AI adoption. The firm emphasized that AWS remains robust, even in a competitive environment, and is poised for further acceleration as major customers—including AI leaders like Anthropic—expand their cloud and compute needs.
KeyBanc notes that Amazon is entering a cycle of gigawatt-scale data center growth, which could serve as a powerful revenue catalyst into 2026 and beyond. With increasing demand for AI infrastructure, AWS is expected to play a central role in powering advanced models, training workloads, and enterprise deployments.
The firm maintains an overweight rating on Amazon with a $300 price target, signaling confidence that Amazon’s AI-driven growth runway has only begun.
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Why Oversold Opportunities Matter Now
In market environments like the current one, where volatility is elevated, investor psychology swings rapidly, and macro headlines dominate, great companies often get dragged down unfairly. But historically, these are the exact moments when long-term investors gain an edge.
Both Salesforce and Amazon share several traits that make their oversold status compelling:
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Strong long-term revenue growth
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Improving margins and cost discipline
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Leadership positions in mission-critical sectors like cloud computing, CRM, e-commerce, and AI
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Consistent analyst confidence, even during downturns
And perhaps most importantly, both companies are deeply embedded in the AI cycle, either as infrastructure providers or as enterprise solution leaders, which could fuel years of incremental growth.
While no stock is immune to market corrections, the combination of discounted valuations and upbeat analyst coverage creates a powerful setup heading into the next phase of the AI-driven market.
Oh Behalf of VisionWave Holdings
The AI Defense Megatrend Is Here
As Global Defense Modernization Accelerates, VisionWave Steps Into a Critical Leadership Role With Breakthrough AI Sensing Technology, Elite Military Advisors, and Expanding International Defense Pipelines
This stock has built a rare position in the advanced defense-technology landscape by combining proprietary AI radar systems with real-world validation across several allied defense programs.
Its Vision-RF and Evolved Intelligence™ suites enable autonomous detection, classification, and intelligence fusion in highly contested environments—capabilities essential for counter-UAS missions, border security, and next-generation ISR operations.
With more than 50 patents and multiple successful field pilots, VWAV is now transitioning from proof-of-concept testing to the early stages of procurement cycles across the U.S., Middle East, India, and Israel.
This pipeline aligns with a defense radar market projected to surge from $12.4 billion in 2025 to $24.1 billion by 2034, underscoring the magnitude of the opportunity ahead.
To accelerate this shift into full commercialization, VisionWave has strengthened its leadership bench with high-stakes geopolitical and military expertise. The additions of Admiral (Ret.) Eli Marum—one of Israel’s most accomplished naval commanders—and Ambassador (Ret.) Ned L. Siegel provide instant credibility, procurement insight, and diplomatic reach across key allied markets.
Paired with UK defense policymaker Ben Everitt, the company has assembled a uniquely global advisory structure designed to help convert active evaluations into multi-year production contracts.
With a clean balance sheet, a secured $50 million equity line, and rising international demand for autonomous defense solutions, VisionWave may be approaching one of the most significant growth phases in its history.
See how VWAV is positioning itself at the forefront of global defense-AI transformation
Are there any other oversold stocks you think are showing strength? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!
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