Wall Street analysts have identified Atlassian, Salesforce, and Toast as three beaten-down growth stocks with over 30% upside potential. Despite recent declines, these companies show strong recovery prospects driven by cloud expansion, AI innovation, and fintech scalability. Analyst consensus suggests they are undervalued and poised for a rebound
Despite market volatility and sector-specific headwinds, Wall Street analysts are bullish on three growth stocks that have taken a hit in 2025 but now show strong recovery potential. With upside projections exceeding 30%, these companies are drawing investor attention for their innovation, resilience, and strategic pivots.
Momentum Watchlist
1. Atlassian (NASDAQ: TEAM)
- Atlassian, known for its collaboration tools like Jira and Bitbucket, has plunged over 50% from its 52-week high due to weak guidance and insider selling
- Analysts remain optimistic, citing a 66% upside potential driven by its cloud business, which Raymond James says has “tripled in value proposition”
- Of 32 analysts surveyed by S&P Global, 25 rate Atlassian as a buy or strong buy, highlighting its long-term SaaS growth trajectory
2. Salesforce (NYSE: CRM)
- Salesforce, the CRM market leader, is down more than 30% from its January peak amid concerns over slow returns from its AI investments
- Wall Street sees a 38% upside, with 43 of 55 analysts rating it a buy or better
- The company’s Agentforce AI platform and consistent revenue dominance position it well for a rebound as enterprise adoption of AI accelerates
3. Toast Inc. (NYSE: TOST)
- Toast, a restaurant-focused fintech and POS provider, has expanded aggressively, adding new locations at a record pace
- Despite recent stock pressure, analysts believe its scalable model and embedded financial services could drive a 35–40% upside
- Toast’s focus on SMBs and integrated payment solutions makes it a strong candidate for long-term growth in the hospitality tech space
Strategic Takeaways
- These stocks reflect a broader trend where beaten-down tech and SaaS players are regaining favor due to improved fundamentals and innovation pipelines
- Investors are advised to monitor earnings updates, product launches, and macro signals that could accelerate recovery
- While risks remain, especially around valuation and execution, the consensus suggests these companies are undervalued relative to their growth potential
Market Outlook
- As volatility persists, selective exposure to high-quality growth stocks may offer better returns than broad index tracking
- Wall Street’s bullish stance on these names underscores confidence in digital transformation and cloud-led business models
- Investors should consider entry points aligned with technical support levels and upcoming catalysts
Sources: Yahoo Finance, The Motley Fool, S&P Global Analyst Survey