January 20, 2026
Finance

Top Wall Street Analysts' Recent Stock Recommendations Spotlight Opportunities in ATI and Hut 8

Five Leading Analysts Share Insights on Stocks with Potential Upside Amid Mixed Market Performance

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Summary

Despite a broadly negative week for U.S. equities, including small declines in major indexes such as the Dow Jones, S&P 500, and Nasdaq, top Wall Street analysts have identified individual stocks with promising outlooks. Analysts from firms including Stifel, Freedom Capital Markets, UBS, Needham, and Keybanc have maintained or initiated Buy ratings on companies such as nLIGHT, Unity Software, Kinross Gold, Hut 8 Corp, and ATI Inc, projecting varying potential gains in the near term. These recommendations are part of a curated dataset highlighting the most accurate analyst ratings, offering investors insights grounded in expert evaluations and recent corporate developments.

Key Points

Despite overall modest declines in major U.S. stock indexes last week, certain stocks remain highlighted by top analysts for potential gains.
Five analysts with accuracy ratings between 85% and 88% have recently issued positive ratings on stocks including nLIGHT, Unity Software, Kinross Gold, Hut 8 Corp, and ATI Inc.
Company-specific developments such as revenue beats, new project launches, strategic partnerships, and upcoming earnings reports underpin these optimistic ratings and price target adjustments.
Data aggregators like Benzinga and analytic tools such as Toggle.ai facilitate access to high-quality, accurate analyst insights that can aid investors in making informed decisions.

U.S. equity markets experienced marginal declines on Friday, continuing a generally downward trend for the week. The Dow Jones Industrial Average decreased by approximately 0.2%, settling near the 49,359-point mark by the end of trading. The S&P 500 index also slipped slightly by 0.06%, closing around 6,940, while the Nasdaq Composite similarly fell by 0.06%, ending near 23,515 points.

This modest downturn capped off a weekly period where the S&P 500 declined by 0.4%, the Dow dropped about 0.3%, and the Nasdaq completed the week down approximately 0.7%. Despite these overall market headwinds, certain stocks stand out due to strong analyst confidence based on recent evaluations by some of Wall Street's most reliable forecasters.

Investment professionals often present varied opinions on stock ratings and price targets, which can create confusion among investors seeking dependable insights. To navigate this complexity, Benzinga's Analyst Ratings API consolidates high-quality research by collaborating directly with prominent sell-side banks. This data is updated daily before markets open, providing a timely and curated overview of analysts' latest positions.

Investment analytics firm Toggle.ai has analyzed this substantial repository, confirming that Benzinga Pro subscribers' access to these analyst insights serves as a valuable indicator for outperforming general market trends. By tracking the accuracy of analyst ratings, traders can better discern which stock recommendations possess the most credibility.

Highlighting this approach, we examine the latest stock picks made by five of the highest performing analysts ranked by Benzinga, along with their current ratings, price targets, and associated corporate developments.

nLIGHT Inc (NASDAQ: LASR)

From Stifel, analyst Ruben Roy maintains a Buy rating on nLIGHT Inc, raising the price target from $40 to $45, reflective of an anticipated upside near 3% as of January 14. This firm’s rating accuracy stands at an impressive 88%, underscoring their reliability. nLIGHT's anticipated fourth-quarter revenue is positioned between $78 million and $80 million, surpassing the previous guidance range of $72 million to $78 million announced just a day earlier. This positive revenue outlook supports the raised valuation estimates.

Unity Software Inc (NYSE: U)

Nick McKay at Freedom Capital Markets, who also commands an 88% accuracy rating, recently initiated coverage on Unity Software with a Buy recommendation and a price target set to $52 at the start of the year. This implies an expected gain of approximately 27% based on current stock performance. Investors may note that Unity is scheduled to announce its fourth-quarter and fiscal year 2025 results on February 11 prior to market opening, an event likely to influence further market sentiment.

Kinross Gold Corp (NYSE: KGC)

Analyst Daniel Major from UBS, with an accuracy rating of 87%, continues to back Kinross Gold, reaffirming a Buy rating while elevating the price target from $33 to $37.50 as of January 16. This target corresponds to an estimated 11% upside. Kinross Gold's recent investment activities include advancing three organic growth projects: Round Mountain Phase X and Bald Mountain Redbird 2 in Nevada, alongside the Kettle River-Curlew project in Washington. These initiatives signify strategic expansion and potential long-term value creation for shareholders.

Hut 8 Corp (NASDAQ: HUT)

John Todaro of Needham holds a Buy stance on Hut 8 Corp with a price target of $60, translating to a modest predicted increase of roughly 1%. His accuracy rating is also 87%, placing him among the most dependable in his field. Hut 8 has recently forged partnerships with Anthropic and Fluidstack aimed at accelerating the deployment of hyperscale artificial intelligence infrastructure across the United States, an initiative that could bolster its competitive positioning in emerging tech markets.

ATI Inc (NYSE: ATI)

Philip Gibbs from Keybanc, rated at 85% for accuracy, remains Overweight on ATI Inc and has upped the price target from $120 to $132, reflecting a projected gain of about 6%. ATI is slated to release its fourth-quarter and full year 2025 earnings on February 3, a development anticipated to provide further clarity on its operational and financial progress.

Together, these analyst recommendations reflect a spectrum of sectors, from technology and gaming software to mining and AI infrastructure. Each stock's current valuation and outlook are intimately tied to recent corporate activities and upcoming financial disclosures, underscoring the dynamic interplay between company fundamentals and market expectations.

Investors may consider these insights as part of a diversified approach, bearing in mind the mixed broader market performance and the inherent uncertainties around future developments. The consistent application of accuracy metrics for analyst ratings remains vital in discerning which expert opinions may hold the most merit in shaping investment decisions.

Risks
  • The overall weak momentum witnessed in major stock indexes may reflect broader economic or sector-specific challenges that could impact these individual stocks.
  • Projected price targets are based on analysts’ forecasts which, despite historical accuracy metrics, remain subject to unforeseen market shifts and company performance.
  • Upcoming earnings reports and financial disclosures introduce uncertainty that could affect market sentiment and stock valuations either positively or negatively.
  • Partnerships and growth projects noted by analysts may face execution challenges or delays, which could impede the anticipated benefits reflected in current ratings.
Disclosure
Education only / not financial advice
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LASR - positive U - positive KGC - positive HUT - positive ATI - positive
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