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Thursday's Bonus Content Why Wall Street Is Backing These 3 Comeback StocksWritten by Nathan Reiff. Published 10/28/2025. 
Key Points - Stocks staging a comeback rally can reward investors willing to take a risk with significant gains.
- Analysts have flagged companies including The Trade Desk, Summit Therapeutics, and Sprouts Farmers Market as having sizable upside potential after earlier declines.
- These companies face external challenges of various kinds, but offer compelling product lineups or pipelines and fundamentals.
A company's comeback can offer a significant opportunity for investors to generate strong returns. When a stock has lost a sizable portion of its value recently, many investors prefer to wait for clear signs of recovery. If a rally does materialize, however, those who bought in during the dip can see the biggest gains. Wall Street analysts say the three companies below—The Trade Desk Inc. (NASDAQ: TTD), Summit Therapeutics PLC (NASDAQ: SMMT), and Sprouts Farmers Market Inc. (NASDAQ: SFM)—each from a different industry, could be positioned for a comeback. Shares of all three have fallen in recent months, but each presents a potentially compelling opportunity for investors with a reasonable tolerance for risk. External Threats Impact The Trade Desk, But Platform Relaunch Could Boost Interest While headlines focus on Tesla's car sales, tech analyst Jeff Brown says the real story is Tesla's role in a $25 trillion AI revolution — one that Nvidia's CEO himself has called a "multi-trillion-dollar future industry" — and he's uncovered a little-known stock 168 times smaller than Nvidia that could be positioned to ride this breakthrough. Click here now to see the full report Ad tech giant The Trade Desk is down more than 54% year-to-date (YTD) after missing its latest quarterly EPS estimate by $0.24. The firm faces mounting competition from large tech rivals, including Amazon.com Inc. (NASDAQ: AMZN), which recently offered potential advertising customers free use of its demand-side platform (DSP) to test against competitors' products. That move threatens TTD, especially after the company lost its exclusive partnership with Walmart Inc. (NYSE: WMT) over the summer. There are reasons for cautious optimism, however. Revenue growth of 19% year-over-year (YOY) in the latest quarter remains robust, and TTD continues to rank among the top ad-tech firms despite rising competition. Some of the slowdown reflects user pushback on its Kokai platform, but the company announced a range of enhancements in September that could renew interest. One notable addition, Deal Desk—launched earlier in the year—fills an important gap as a deal optimization and pacing tool. Analysts are somewhat mixed on TTD shares, but a majority (21 of 37) rate the stock a Buy. TTD has a consensus price target above $84, roughly 58% higher than its current trading level. Summit's Pipeline Is Promising, But Cash Position Is a Risk Clinical-stage biotech firm Summit Therapeutics is best known for ridinilazole, a candidate for treating Clostridioides difficile infections. The company is not yet profitable and posted wider-than-expected losses per share in its third quarter of 2025. Summit's biggest challenge may be its cash runway: it ended the quarter with under $239 million in cash while operating expenses are increasing. Executives have suggested a potential equity financing or at-the-market offering to fund ongoing trials. Such moves would provide needed capital but dilute existing shareholders, a prospect that has pushed SMMT shares down by nearly 20% over the past six months. Still, Summit's pipeline shows promise if the company can shore up its finances. Management plans to submit a biologics license application related to Ivonescimab, a potential lung-cancer treatment, this quarter, and the drug's phase III trial is set to expand—an encouraging sign for future marketability. Twelve of 18 analysts rate SMMT shares a Buy, and the stock carries upside potential of nearly 60% based on a consensus price target of $31.14. Strong Fundamentals Could Help Sprouts to Trend Higher Organic specialty grocer Sprouts Farmers Market has seen shares fall by almost 20% this year amid inflationary pressure and weak consumer sentiment. Still, the company's latest earnings were encouraging: Sprouts delivered both top- and bottom-line beats as sales grew 17% YOY, driven by strong e-commerce growth. Management subsequently raised full-year sales and other forecasts. Sprouts has also returned capital to shareholders, deploying more than $400 million of operating cash flow through mid-year, including $292 million in share repurchases. The company's focus on affluent customers and higher-income regions may help insulate it from rising grocery prices and tariff risks. Analysts mostly agree: 10 of 15 rate SFM shares a Buy, with roughly 51% upside potential.
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