MP Materials has strong earnings growth forecasts and a history of surprising positive earnings, but analyst estimates have been significantly slashed, making it a hold for now.
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10 Analyst Upgrades in 7 Days: 2 Data Center Stocks Ready to Soar!
Navellier Market Buzz with Louis NavellierApr 15, 2026
The creator highlights two data center stocks, Vertiv (VRT) and Celestica (CLS), as strong buys due to positive analyst revisions, sales and earnings growth, and market share gains. The discussion also touches on Super Micro Computer (SMCI) as a competitor to Vertiv, with the creator remaining bullish on SMCI despite recent legal issues. Other stocks like UUUU, UAMY, MP, and APLD are discussed with mixed outlooks, contingent on future earnings performance. The creator also shares insights on investment management and 401k allocations.
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Tickers discussed in this post
Chevron is well-positioned due to its early entry into Venezuela, acquisition of Hess for Guyana access, and operational advantages in California refining.
Celestica is a strong pick with projected sales up 53% and earnings up 73%, supported by continuous analyst estimate revisions and a history of earnings surprises.
Super Micro is the industry leader in water-cooled systems for data centers, and the creator remains bullish on its strong sales growth and order backlog.
Vertiv is a great buy due to strong sales and earnings momentum, market share gains in data centers, and positive analyst revisions.