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Thursday's Bonus Article 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 as investors, wary of a possible AI-driven bubble, move from speculative plays toward companies with stronger fundamentals. A recent round of analyst upgrades highlights three names that could be overlooked: Carpenter Technology Corp. (NYSE: CRS), Booking Holdings Inc. (NASDAQ: BKNG), and Allegheny Technologies Inc. (NYSE: ATI). These companies operate across different sectors, offering investors a diversified set of stocks that may better withstand broader market uncertainty. Strong Profitability Signs and Long-Term Contracts Boost Carpenter's Profile "Like buying gold for $1,000/oz"
If you could go back in time to 10+ years ago and buy gold for $1,000 an ounce, it would be one of the biggest no-brainer decisions and an easy 4X gain. But you can't go back…
Gold analyst Garrett Goggin believes there's a similar opportunity right now in his #1 favorite gold stock. Own Garrett's #1 Gold Stock Now: Click here to see the details Specialty metals manufacturer and fabricator Carpenter focuses on alloys, steels, and other materials used in aerospace, defense, energy, and medical markets. The company has carved out a valuable niche among aerospace manufacturers that rely on superalloys produced by only a handful of suppliers. That concentration makes Carpenter vulnerable to downturns in aerospace and defense, but it also means the company benefits disproportionately when those industries are strong. Rising engine production and anticipated defense demand have analysts expecting more than 20% upside potential in the near term. Carpenter reported results for the first quarter of fiscal 2026, which ended Sept. 30, 2025, and beat EPS estimates by $0.30. Adjusted operating income reached record levels thanks to favorable pricing and productivity gains. One particularly bullish development was the negotiation of multiple long-term agreements that include significant price increases, effectively locking in stronger fundamentals for upcoming quarters. The earnings release prompted a flurry of analyst activity, including an upgrade from KeyCorp and several raised price targets. Booking's Quarterly Performance Shines Despite Industry Challenges Online travel-services firm Booking reported a better-than-expected quarter, with gross bookings and revenue rising 14% and 13% year-over-year (YOY), respectively, and adjusted EPS increasing even more. Customers are increasingly booking connected trips—using a single provider for multiple travel arrangements—which has boosted conversion rates. The company has also reported early wins from AI integration, which may reduce cancellations and customer-service costs while improving conversion. That could help Booking gain share, especially as rival Airbnb Inc. (NASDAQ: ABNB) has experienced a recent stock slump. Still, the travel industry faces headwinds from lingering uncertainty after the government shutdown and intensifying competition. Despite those risks, Booking received an upgrade from Wedbush and several target-price increases, with analysts now projecting 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 similarly benefit from rising aerospace and defense demand. A substantial portion of ATI's engine-related business is concentrated in commercial aerospace, giving it a slightly different exposure than more defense-focused peers. ATI's revenue rose 7% YOY in the latest quarter, a touch below expectations, but EPS beat by $0.10 to $0.85. Margin gains and production improvements—particularly in nickel remelt, powder atomization, and other core processes—support a more optimistic outlook. Management raised full-year guidance for adjusted EBITDA and adjusted free cash flow, and KeyCorp recently upgraded the stock to Overweight. Another differentiator for ATI is its focus on returning cash to shareholders: the company used roughly half of the nearly $300 million in operating cash flow generated in the first three quarters of the year for stock repurchases. Even after a 73% year-to-date (YTD) gain, analysts still see additional upside, though more modest—around 8% from current levels.
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