Goldman Sachs analysts said there are many stocks with more room to play. The company said companies such as energy drink maker Monster Beverage have good prospects for future growth. Other stocks Goldman Sachs rates as buys include Nvidia, MP Materials, Shark Ninja and Woodward. Following Monster Beverage Co.’s recent quarterly report, Goldman Sachs said it was “an excellent start to the year with strong sales in April, suggesting continued momentum.” Analyst Bonnie Herzog said in a recent note that Monster still has room to run and remains a top contender. “Again, we believe this result is satisfactory on many fronts as MNST continues to deliver impressive volume-driven DD%+ (double-digit percentage) growth while operating in a difficult and volatile operating/cost environment,” she said. Herzog also raised his price target to $97 per share from $95. The stock price has increased about 14% since the beginning of the year. Shares of rare earths company MP Materials are poised to rise from here after the company’s recent earnings report, according to analyst Brian Lee. “This is a solid result as the execution continues to show signs of positive momentum,” he said in a recent note. The company also raised its price target to $80 from $71 and cited MP Materials’ magnet business. “With its strong balance sheet, we expect MP to continue executing on its growth strategy, which is nearing a key inflection point,” Lee said. The stock price is up about 21% this year. SharkNinja analyst Brooke Roach is sticking with consumer products companies after recent solid earnings reports. “This quarter’s results provide further evidence of the durability of SN’s diversified growth model,” Roach wrote. Goldman said Shark Ninja’s biggest surprise in the quarter was its international business. “This strength of momentum supports stronger prospects for international growth and is gradually being factored into SN’s revenue growth outlook for this year,” the analyst said. Meanwhile, the stock is up 3% over the past 12 months, but has underperformed year-to-date. “We exit this quarter driven by continued sales momentum across the company’s key growth pillars: category expansion, increased share in existing categories, and international expansion,” Roach said in a statement. Monster “A great start to the year with strong sales in April, suggesting continued momentum. …Again, we believe there are many things to be happy about with this result as MNST continues to deliver impressive volume-driven DD%+ growth while operating in a difficult and volatile operating/cost environment.” Nvidia: “Although the stock has lagged its peers and currently trades at a deep discount to its history, we believe the stock’s multiple could be revalued if we see evidence of (1) improving hyperscaler profitability metrics to support sustained spending growth, (2) widespread adoption of agenttic AI indicating greater enterprise adoption, and (3) increased visibility of deployment with non-traditional customers.” MP Materials “Execution of enhancements continues to show signs of positive momentum, resulting in strong performance. …With a strong balance sheet, we expect MP to continue executing on its growth strategy as it nears a key inflection point.” Woodward “WWD F2Q26 earnings were strong, with sales exceeding expectations in both segments. The company has raised its full-year outlook for sustained growth across the business, particularly in the aerospace aftermarket. We continue to view WWD as one of the most compelling stories in our coverage, as the company has significant market share in the aerospace space.” SharkNinja: “This quarter’s results provide further evidence of the durability of SN’s diversified growth model. … The strength of this momentum supports a stronger outlook for international growth, which is gradually incorporated into SN’s revenue growth outlook for this year. … We finished the quarter supported by continued sales momentum across the company’s key growth pillars: category expansion, share gains in existing categories, and international expansion.”
