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Further Reading from MarketBeat Media 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 story can mean a significant opportunity for investors to earn substantial returns. When a stock has lost a sizable portion of its value recently, many investors prefer to exercise caution unless there are clear signs the firm's fortunes could turn. If an anticipated rally does materialize, investors who bought during the dip may see the largest gains. Wall Street analysts have identified three companies below—The Trade Desk Inc. (NASDAQ: TTD), Summit Therapeutics PLC (NASDAQ: SMMT), and Sprouts Farmers Market Inc. (NASDAQ: SFM)—each representing a different industry and sector, that could be poised for just such a comeback. Shares of all three have fallen in recent months, but investors with a relatively high risk tolerance may find each presents a compelling case. External Threats Impact The Trade Desk, But Platform Relaunch Could Boost Interest Nvidia's latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 trillion calculations per second. Elon Musk and Nvidia's Jensen Huang are now teaming up to deploy one million of these chips inside what could become the most advanced AI machine on the planet.
But according to James Altucher, the real opportunity isn't in Tesla or Nvidia. He's uncovered a little-known company that Musk, Nvidia, and even 98% of the Fortune 500 already rely on to make AI 2.0 possible. Nvidia's CEO has even called this company "essential" to their expansion. See how to invest in this revolutionary AI supplier here Ad tech giant The Trade Desk is down more than 54% year-to-date (YTD) after missing its EPS estimate for the latest quarter by $0.24. The firm faces increasing competition from tech rivals outside traditional advertising, 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. This directly threatened TTD after the firm lost its exclusive partnership with Walmart Inc. (NYSE: WMT) over the summer. There are reasons to be optimistic about The Trade Desk's prospects. Although growth has slowed, revenue rose 19% year-over-year (YOY) in the latest quarter, and TTD remains among the leading ad tech firms despite rising competition. Some of the slowdown stems from user pushback on its Kokai platform, but the company announced a broad suite of enhancements in September that could help renew interest. One notable feature, Deal Desk—launched earlier this 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's consensus price target is just over $84, roughly 58% above its current trading level. Summit's Pipeline Is Promising, But Cash Position Is a Risk Clinical-stage biotech 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. Its biggest hurdle may be its cash runway: it ended the quarter with under $239 million in cash while rising operating expenses are quickly eroding reserves. Summit executives have suggested a potential equity financing or an at-the-market offering to help fund its trials. That would dilute current shareholders, and investors have responded by pushing SMMT shares down roughly 20% over the past six months. Still, the company has a promising pipeline if it can shore up cash. Summit plans to submit a biologics license application for Ivonescimab, a potential treatment for certain types of lung cancer, this quarter, and its phase III trial is set to expand—a positive sign for future marketability. Twelve of 18 analysts rate SMMT shares a Buy, and the consensus price target of $31.14 implies nearly 60% upside. Strong Fundamentals Could Help Sprouts to Trend Higher Organic specialty grocer Sprouts Farmers Market has seen shares fall almost 20% this year amid inflation and weak consumer sentiment. However, the company's latest earnings were encouraging: it delivered top- and bottom-line beats as sales grew 17% YOY, led by strong e-commerce growth. Management raised full-year sales and other forecasts at the time. Sprouts has also returned capital to shareholders, using operating cash flow of more than $400 million as of midyear to fund initiatives that included $292 million in share repurchases. Its focus on higher-income customers and affluent regions may help insulate the chain from rising grocery prices and tariff concerns. Analysts appear to agree: 10 of 15 rate SFM stock a Buy, with about 51% upside potential.
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