Bank of America says buy these stocks ahead of earnings before it's too late
There are plenty of quality buying opportunities ahead of companies’ earnings reports, Bank of America said this week. The investment bank said stocks like Micron Technology have plenty of upside going into quarterly reports. Other buy-rated stocks that Bank of America likes and screened by CNBC Pro include Uber Technologies, Take-Two Interactive, Salesforce and Aramark . Salesforce The tech software company is firing on all cylinders, according to the firm. Analyst Tal Liani recently double upgraded the stock to buy from underperform ahead of earnings. “We believe Salesforce offers one of the most comprehensive approaches to enterprise AI [artificial intelligence] adoption,” he wrote. In addition, the firm said its checks show the company is successfully integrating AI into a plethora of products, leaving plenty of room for growth. “[We] see encouraging signs of improving momentum, including strong nnAOV [net new annual order value] growth and accelerating Slack performance, which support a return to faster growth over the coming quarters,” Liani said. Shares are down 13% in 2026. Take-Two The video game maker is too attractive to ignore, analyst Omar Dessouky said. “We recommend being long TTWO through the GTA [Grand Theft Auto] 6 launch,” he wrote of ahead of the long-awaited debut on Nov. 19. Shares are down 25% this year, but Dessouky said investors should buy the dip. “Our LT [long term] EPS growth forecast is materially stronger than what we’ve heard, and a GTA Online launch in 1CQ27 should begin providing tangible evidence of that monetization upside,” he said. The company is scheduled to report earnings on Nov. 9. Uber It’s all about autonomous, analyst Justin Post said. “US AV [autonomous vehicle] competition (incl. reported Waymo & Tesla Cybercab vehicle ramps) has pressured the stock in 3Q, and US supply roadmap will be the most important topic of the 3Q call,” he wrote. Uber earnings are due Nov. 4 . Post said sentiment is “negative” heading into the print, but that the company has a chance to ease shareholder concerns. “In our view, Uber has a lot to offer to AV partners, and we believe an update on more visible US AV supply pipeline (NVIDIA deal a potential driver) is key for sentiment,” Post said. Uber and Nvidia have an autonomous vehicle partnership, with plans to deploy robotaxis powered by the chipmaker’s software in 28 cities by 2028 . Shares are down 20% year to date. Salesforce “We believe Salesforce offers one of the most comprehensive approaches to enterprise AI adoption. … However, we see encouraging signs of improving momentum, including strong nnAOV [net new annual order value] growth and accelerating Slack performance, which support a return to faster growth over the coming quarters.” Aramark “Aramark instilled new executive leadership in 2019 that reset the organization, boosted the salesforce, and incentivized managers to attract new business. The stock offers a compelling momentum story. We expect multiple expansion as it drives new client growth and delevers.” Micron “Buy on mid/longer-term strategic value of memory. Following MU’s Tech and Product webinar, we hosted COO Manish Bhatia, CTO Scott DeBoer, CFO Mark Murphy, and IR CVP Satya Kumar for investor meetings in New York and Boston. Overall, we are incrementally more positive on memory after the meetings, with mgmt increasingly seeing CY27/28 to be tighter than CY26.” Uber “US AV competition (incl. reported Waymo & Tesla Cybercab vehicle ramps) has pressured the stock in 3Q, and US supply roadmap will be the most important topic of the 3Q call. … YTD multiple compression suggests negative sentiment into the print … In our view, Uber has a lot to offer to AV partners, and we believe an update on more visible US AV supply pipeline (NVIDIA deal a potential driver) is key for sentiment.” Take-Two Interactive “We recommend being long TTWO through the GTA [Grand Theft Auto] 6 launch. … Our LT [long term] EPS growth forecast is materially stronger than what we’ve heard, and a GTA Online launch in 1CQ27 should begin providing tangible evidence of that monetization upside.”
