Bank of America has spotlighted a range of stocks that it believes offer compelling upside potential following their latest quarterly results.
The firm emphasized names across sectors, including technology, consumer goods, airlines, and food services, where it sees sustainable momentum and improved financial outlooks despite broader market uncertainties.
Among the highlighted companies are Microsoft, Delta Air Lines, Domino’s Pizza, Levi Strauss, and Procter & Gamble.
The investment firm has reiterated buy ratings across these names, citing strong earnings, robust business models, and improving fundamentals.
Delta Air Lines: premium strength drives analyst confidence
Delta Air Lines, down 15% in 2025 so far, remains a top pick for Bank of America analyst Andrew Didora.
Following the company’s latest earnings report, Didora reaffirmed his bullish stance, citing the airline’s continued resilience in premium offerings.
While main cabin revenues declined 5.5% in Q2 2025, business and premium cabin revenues rose 4.7%.
“Delta continues to see robust strength in its premium services despite an uncertain consumer environment,” Didora wrote.
He also highlighted the company’s consistent messaging on free cash flow and debt reduction as key positives.
Didora increased his price target on Delta shares from $60 to $67 and urged investors to consider accumulating shares at current levels.
Consumer brands: growth stories at Levi’s, Domino’s, and P&G
Levi Strauss is showing encouraging signs of growth and strategic execution, according to analyst Christopher Nardone.
Following earnings and a management meeting, Nardone expressed confidence in the brand’s international momentum and its ability to gain shelf space and improve full-price sell-through.
Levi’s stock is up 11% this year, and Bank of America raised its price objective to $26 from $24, applying a 10x EV/EBITDA multiple.
The analyst described Levi’s as “striving to be a consistent compounder,” with a sustainable inflection in sales growth.
Domino’s Pizza also drew praise for its strong value proposition and operational scale. Analyst Sara Senatore pointed to the company’s loyalty programs, platform innovation, and pricing strategy as drivers of continued same-store sales growth in the second half of the year.
She emphasized Domino’s “scale advantage” and its “best-in-class franchisee unit economics,” which she believes will support ongoing unit expansion.
The stock has risen 11% year-to-date.
Meanwhile, Procter & Gamble remains a favored pick in the consumer staples sector.
Bank of America described the company as a “bellwether” with a diversified portfolio of leading global brands.
Recent portfolio streamlining efforts are now yielding positive results, with potential for consistent top-line outperformance in the coming quarters.
Microsoft: long-term growth outlook remains strong
Tech giant Microsoft also made the list of buy-rated stocks, with analysts projecting sustained low double-digit growth over the next three to five years.
Bank of America pointed to the continued adoption of its Azure cloud platform, the widespread use of the Office 365 productivity suite, and growing profitability from Xbox’s Game Pass offerings as key contributors to this outlook.
The firm believes Microsoft is well-positioned to maintain momentum across its cloud and consumer ecosystems, anchoring its long-term bullish stance on the stock.
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