Five stocks to buy after earnings, per Bank of America
Bank of America highlighted a slate of stocks that have plenty of upside following quarterly reports. The firm said shares of companies like Microsoft still have room to run after earnings . Other buy-rated names include Delta Air Lines, Domino’s Pizza, Procter & Gamble and Levi Strauss. Delta Air Lines Shares of Delta are down 15% in 2025, but they’re too compelling to ignore, according to analyst Andrew Didora. He said he’s standing by the stock following the company’s latest earnings report . Delta continues to see robust strength in its premium services despite an uncertain consumer environment, Didora said. “In 2Q25, DAL’s business and premium cabin revenues grew +4.7% compared to a -5.5% decline in main cabin revenues,” he wrote. The analyst said he also likes Delta’s “steady message of free cash and debt reduction.” Following the company’s quarterly results, Didora raised his price target to $67 per share from $60. The analyst said investors should accumulate shares now. Levi Strauss “Striving to be a consistent compounder,” analyst Christopher Nardone said in a note after Levi’s recent earnings report and a meeting with management. The analyst said that Levi’s appears to be pulling all the right levers in addition to deftly navigating tariff concerns. “We see opportunity for the Levi’s brand to gain shelf space and improve full price sell through in each geography,” Nardone wrote of the company’s international exposure. In addition, the firm predicted that Levi’s second-half outlook could prove to be conservative. “We are increasing our PO to $26 (from $24), 10x EV/EBITDA given our increased conviction that the recent inflection in sales growth is sustainable,” Nardone said, referring to enterprise value to earnings before interest, taxes, depreciation and amortization. The stock is up 11% this year. Domino’s Pizza The pizza giant is well positioned for share gains, the firm wrote recently. Domino’s is winning by offering great value, analyst Sara Senatore said following the company’s recent earnings report . “Loyalty, platform innovation and sharp value should support comps in 2H and beyond,” she wrote, referring to same-store sales. Senatore also said that Domino’s has a “scale advantage” with “best-in-class franchisee unit economics” that “should translate into continued demand for new units.” Shares of the company are up 11% this year. Levi Strauss “Striving to be a consistent compounder…. We are increasing our PO to $26 (from $24), 10x EV/EBITDA given our increased conviction that the recent inflection in sales growth is sustainable. … We see opportunity for the Levi’s brand to gain shelf space and improve full price sell through in each geography.” Delta Air Lines “A premium revenue story. … In our view, this upside is driven by continued strength in premium revenues with less of an inflection in more price sensitive main cabin revenue growth. … Steady message of free cash and debt reduction.” Domino’s Pizza “Loyalty, platform innovation and sharp value should support comps in 2H and beyond. … DPZ’s scale advantage affords it the ability to invest in the business even as it continues to leverage cost over a growing revenue base. Franchisees likewise benefit; best-in-class franchisee unit economics which in turn should translate into continued demand for new units.” Procter & Gamble “P & G is an industry bellwether in the consumer staples industry, owing to a diversified product portfolio of multibillion brands with leading global share positions. While results were challenged for some time, recent initiatives around the company’s more focused portfolio are bearing fruit, and we see the potential for sustainable top-line beats and raises in the quarters ahead.” Microsoft “We believe that Microsoft is well positioned to generate sustained low double digit growth in the coming 3-5 years, led by continued adoption of Azure cloud infrastructure platform, cloud based Office 365 productivity suite and more profitable Games and Game Pass revenue in Xbox.”
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