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Big Rallies Brewing? 3 Analyst Favorites to Watch Closely
Written by Nathan Reiff. Published 8/18/2025.
Key Points
- Three companies recently reporting earnings saw noticeable spikes in share price, drawing investor interest.
- SkyWater Technology, Emergent BioSolutions, and Backblaze enjoy analyst support and have room for further upside.
- These firms represent critical industries including U.S. semiconductor manufacturing, public health, and cloud storage.
Catalytic events, like earnings reports, can serve as key reference points for investors. Companies often see share-price bumps from strong results or promising developments, though sustaining those gains is the real challenge.
Below are three companies poised to extend recent price spikes, thanks to promising fundamentals and strong bullish sentiment from analysts.
A Dominant Position in U.S. Semiconductor Manufacturing
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SkyWater Technology Inc. (NASDAQ: SKYT) provides semiconductor manufacturing services. In its second quarter of 2025, SkyWater experienced a lackluster period: losses per share widened and revenue fell 37% year-over-year. One bright spot was a 20-basis-point improvement in gross margin to 18.5%. Still, SkyWater noted results came in at the upper end of its guidance.
Shares of SKYT jumped approximately 30% over the past month. The rally may reflect SkyWater's announcement that it completed the acquisition of Fab 25 from German semiconductor maker Infineon Technologies AG (OTCMKTS: IFNNY). Fab 25 is projected to add at least $300 million in annual revenue and boost EBITDA, with benefits likely apparent as early as the current quarter.
The acquisition also supports SkyWater's multi-year supply agreement exceeding $1 billion. Perhaps more importantly, it positions the company well as U.S. regulations drive semiconductor manufacturing onshore. Unsurprisingly, all three analysts covering SKYT have assigned Buy ratings, and the recent rally may have further room to run.
Growing International Business and Successful Expense Trimming
Life sciences firm Emergent BioSolutions Inc. (NYSE: EBS) is known for public health products such as the NARCAN nasal spray for opioid overdose, along with vaccines and therapies for cholera, typhoid fever and other diseases. It emerged from a second quarter with mixed results, yet key advancements that could pay dividends later.
While revenue fell short, EPS improved notably—reporting a profit when analysts expected a loss and topping forecasts by $0.42 per share. This was driven by strong NARCAN sales and cost-optimization initiatives, including divestments that reduced expenses and enabled a $50 million share repurchase program. Liquidity and net leverage metrics are also trending positively.
Emergent's international medical countermeasures segment is expanding rapidly, evidenced by a recent $65 million contract with the Ontario Ministry of Health for NARCAN, alongside other revenue-boosting contract modifications. All three analysts covering EBS have Buy ratings, and with shares up over 21% in the past month, consensus price targets imply more than 62% additional upside.
Mixed Earnings, Strong Growth Trajectory and Improving Profitability Metrics
Cloud storage provider Backblaze Inc. (NASDAQ: BLZE) reported a 16% year-over-year revenue increase and beat top-line expectations in its early August 2025 earnings. AI-driven demand attracted new high-ARR customers, pushing storage revenue up 29%. However, GAAP losses per share exceeded estimates.
Still, adjusted EBITDA margins are improving, and the company's B2 OverDrive platform launched successfully, securing a six-figure customer within weeks. This suggests Backblaze can continue expanding its infrastructure and scaling its offerings. Investors, though, will watch free cash flow closely, as it remains negative.
Backblaze shares have surged over 48% in the past month. With all seven analysts covering the stock assigning Buy ratings and consensus targets above $10, an additional ~31% upside appears possible.
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