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Additional Reading from MarketBeat Media AI Fatigue? These 3 Analyst-Upgraded Stocks Offer Real Growth PotentialWritten by Nathan Reiff. Published 11/24/2025. 
Key Points - Recent ratings upgrades by analysts can be a measure of a stock's strong fundamentals for investors looking to shore up their holdings ahead of potential market turbulence.
- Carpenter Technology and Allegheny Technologies are both closely tied to the aerospace and defense industries, which have been flying high thanks to increased demand and spending priorities.
- Booking Holdings has drawn investor attention for its climbing top and bottom lines despite industry headwinds.
Market momentum may be shifting—investors, concerned about a potential AI bubble, are favoring companies with strong fundamentals over more speculative plays. Analyst upgrades highlight three names investors might be overlooking: Carpenter Technology Corp. (NYSE: CRS), Booking Holdings Inc. (NASDAQ: BKNG), and Allegheny Technologies Inc. (NYSE: ATI). They operate across different sectors, offering a diversified set of stocks that may better withstand broader market uncertainty. Strong Profitability Signs and Long-Term Contracts Boost Carpenter's Profile Some of Wall Street's biggest players have been taking advantage of the same early-morning price behavior for years — a pattern that appears shortly after the opening bell when overnight institutional flows hit the market. Most retail traders never notice it, but Dave Aquino has spent years studying this window and developed a simple routine built to capitalize on it without relying on news or predictions.
He calls it the Good Morning Cash Plan — a single morning setup designed to give traders a structured, rules-based approach before the day even begins. Dave breaks down the full method in a free training session, including how he identifies the setup each morning. Watch the Good Morning Cash Plan training here Specialty metals manufacturer and fabricator Carpenter focuses on alloys, steels and other materials used in aerospace, defense, energy and medical industries. The company has carved out a valuable niche with aerospace customers that rely on superalloys produced by only a handful of suppliers. That concentration leaves Carpenter exposed when aerospace and defense slow, but it also magnifies the upside when those markets are strong. Rising engine production in aerospace and expectations for increased defense demand have analysts watching for more than 20% upside in the near term. Carpenter reported results for the first quarter of fiscal 2026, a period that ended Sept. 30, 2025, and beat EPS estimates by $0.30. Adjusted operating income reached record highs, driven by favorable pricing, productivity gains and other factors. One of the most bullish signals was the company's negotiation of multiple long-term agreements that include meaningful price increases, locking in fundamentals for upcoming quarters. Following the report, Carpenter drew a flurry of analyst attention, including an upgrade from KeyCorp and several raised price targets. Booking's Quarterly Performance Shines Despite Industry Challenges Booking Holdings, the online travel-services firm, posted better-than-expected results in its latest quarter: gross bookings rose 14% and revenue climbed 13% year-over-year. Adjusted EPS increased as customers increasingly used Booking for connected trips, choosing a single provider to arrange multiple travel needs. The company has also seen early success with AI integration, which could help reduce cancellations and customer-service costs while improving conversion. That may enable Booking to gain market share, especially as rival Airbnb Inc. (NASDAQ: ABNB) has faced a recent stock slump. Still, travel demand remains exposed to geopolitical and domestic policy risks, and competition continues to intensify. Despite those headwinds, Booking received an upgrade from Wedbush and multiple target raises, with analysts now seeing roughly 33% upside potential. ATI's Production Improvements and Increased Demand Lead to Bullish View Allegheny Technologies (ATI) supplies materials and components to many of the same sectors as Carpenter and can also benefit from stronger aerospace and defense demand. A significant portion of its engine-related business focuses on commercial aerospace, which gives it a different exposure than more defense-oriented peers. For the latest quarter, ATI's revenue rose 7% year-over-year, missing analyst expectations, but EPS beat by $0.10, coming in at $0.85. Margin improvement and production gains in nickel remelt, powder atomization and other key processes support a healthier outlook. Management raised full-year guidance for adjusted EBITDA and adjusted free cash flow, and KeyCorp recently upgraded the stock to Overweight. Another differentiator is ATI's focus on returning cash to shareholders: the company used roughly half of nearly $300 million in operating cash flow generated in the first three quarters for share repurchases. Even after a 73% year-to-date gain, analysts still see about 8% more upside for ATI shares.
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