Oppenheimer Predicts Up to ~560% Rally for These 2 ‘Strong Buy’ Stocks

U.S. stocks pulled back on Friday, with the S&P 500 slipping 1.67%, as investors grew more cautious amid rising geopolitical tensions tied to the ongoing Iran conflict and the potential for higher oil prices to keep inflation elevated.

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Periods of uncertainty and market pullbacks, however, can also create opportunities to buy stocks at more attractive valuations. That’s a view shared by Oppenheimer’s chief investment strategist, John Stoltzfus, who sees room for optimism despite the recent volatility.

“We are still positive on our outlook for the markets in 2026 and prospects for economic growth ahead as fundamentals are still in our view resilient and in good stead supported by responsible monetary policy stateside and in other parts around the globe. As investors with intermediate and longer-term goals we remain focused on the signal and not the noise while not disregarding the latter in a period of transition driven by monetary policy, economic and corporate fundamentals, fiscal policy, geopolitical risk and watershed innovation… History suggests that opportunity might well indeed lie close to risk amidst the day-to-day volatility and churn reflected in the markets,” Stoltzfus noted.

Oppenheimer’s analysts are leaning into that outlook, pinpointing two stocks with strong upside potential – one of which could rally by nearly 560% in the coming months.

That bullish stance is widely supported across the Street. According to TipRanks, both stocks boast a ‘Strong Buy’ rating from the analyst consensus. Let’s give them a closer look and find out what makes them so attractive.

ProQR Therapeutics (PRQR)

One company Oppenheimer sees as a high-upside opportunity is ProQR, a clinical-stage biotech developing RNA-based therapies for genetic diseases. The company’s pipeline is built on Axiomer, a proprietary, next-generation RNA editing platform positioned to make precise, targeted changes at the RNA level.

RNA plays a foundational role in protein production, helping ensure cells function properly. When RNA is disrupted, it can interfere with protein production and lead to disease. ProQR’s approach aims to address this directly by editing RNA inside the cell, correcting or adjusting specific sequences to restore normal function.

That approach is being put to work in AX-0810, the company’s lead program. The candidate is designed to edit RNA linked to NTCP, a liver transport protein that plays a key role in regulating bile acids. By reducing NTCP activity, ProQR is aiming to lower bile acid levels in the liver, which could help address the underlying biology of cholestatic liver diseases, including conditions such as primary sclerosing cholangitis (PSC) and biliary atresia (BA), where treatment options remain limited.

Against that backdrop, the next major milestone is approaching in the first half of 2026, when ProQR expects to report target engagement data from its ongoing Phase 1 dosing trial of AX-0810. That readout is intended to show whether the therapy is engaging its biological target in humans.

Earlier data has been encouraging. In its initial update, ProQR reported that AX-0810 showed no safety signals after four weeks of dosing, with no serious adverse events or clinically meaningful abnormalities observed. In addition, the pharmacokinetic profile was consistent with preclinical expectations, suggesting the therapy is behaving in the body as designed.

Beyond its lead program, ProQR is also expanding the reach of its Axiomer platform across additional genetic targets. The company is progressing AX-2402, targeting Rett syndrome through the MECP2 R270X mutation, and AX-2911, which focuses on the PNPLA3 mutation linked to metabolic dysfunction-associated steatohepatitis (MASH), based on strong preclinical data. ProQR expects to advance AX-2402 into a first-in-human study in the first half of 2027, while additional preclinical analysis for AX-2911 is expected in 2026.

In addition, ProQR continues to execute on its strategic collaboration with healthcare giant Eli Lilly and Company, which is focused on using the Axiomer platform to discover and develop RNA editing therapies across multiple genetically defined targets, primarily in the liver and central nervous system. The partnership generated $4.5 million in milestone payments for ProQR in 2025, tied to development achievements across partnered programs. Looking ahead, the collaboration is expected to drive further development progress, unlock additional payments, and create potential expansion opportunities as programs move closer to the clinic.

With a key catalyst approaching, Oppenheimer analyst Kostas Biliouris sees PRQR’s $1.37 share price as a compelling entry point.

“We see a lot to like for PRQR shares based on positive KOL feedback ahead of the 1H26 target engagement data for AX-0810… a key catalyst that could help reset PRQR’s valuation with a potential 50–100%+ move. Strong preclinical data support PRQR’s RNA editing platform, and our KOL indicated that PRQR’s unique approach could address the significant unmet need across 100K patients without available treatments in primary sclerosing cholangitis and biliary atresia. PRQR valuation assigns nearly zero credit to AX-0810 ahead of its target engagement data that could be a key derisking event towards a multi-billion dollar commercial opportunity without competition (KOL sees ~25-30% market penetration, could translate to ~$7.5-9B peak sales). Separately, LLY partnership brings platform validation, while pipeline is a call option,” Biliouris opined.

Putting it all together, Biliouris rates PRQR an Outperform (i.e., Buy) with a $9 price target, implying a robust ~560% upside from current levels. (To watch Biliouris’ track record, click here)

The broader Street is on the same page. PRQR carries a Strong Buy consensus rating based on 5 unanimous positive reviews over the past 3 months. With an average price target of $8.20, shares could surge ~500% over the next year. (See PRQR stock forecast)

Serve Robotics (SERV)

Next up is Serve Robotics, a tech firm that spun off from Uber Technologies in 2021 and has been operating in the robotic food delivery niche ever since. Serve is developing a practical application that combines AI and robotics through autonomous delivery systems. Its delivery units are compact and designed to provide fast, efficient urban food deliveries. Over the past several years, Serve has established partnerships with major names, including DoorDash, 7-Eleven, Nvidia, and Uber Eats.

Serve’s solution is built around a small, cost-efficient, wheeled delivery robot developed to navigate city sidewalks with ease. Each unit is roughly the size of a standard shopping cart and can carry up to four 16-inch pizzas, making it well-suited for high-frequency food orders. The robots are battery-powered, designed for efficient, autonomous urban deliveries with extended operating range and compact cargo capacity. According to the company, the fleet operates at Level 4 autonomy, allowing the robots to move through pre-mapped areas independently without requiring human intervention.

In December of last year, Serve announced that it had achieved its 2025 goal of putting 2,000 delivery robots into full deployment. This makes Serve’s fleet the largest fleet of sidewalk delivery robots operating in the US. The robots are operating in urban areas across the US: Los Angeles, Atlanta, Dallas-Fort Worth, Miami, Fort Lauderdale, Fla., Chicago, and Alexandria, Va.

The company is also looking beyond food delivery. In January, Serve announced an agreement to acquire Diligent Robotics, which builds AI-powered robotic assistants for hospitals. The transaction, valued at approximately $29 million in stock and including milestone-based earnouts, closed toward the end of the month. Since then, the combined team has been working to integrate the two companies’ AI systems, a move that could expand Serve’s reach into new verticals while strengthening its underlying technology stack.

Serve is still at an early-revenue stage of operations. In its last financial release, for 4Q25, the company reported revenue of $882,000. That figure was $116,500 ahead of expectations, and was up 400% year-over-year. Serve runs a net loss, like many early-stage tech firms, and its non-GAAP EPS loss of 34 cents per share was 10 cents better than the forecast. Serve reported $260 million in cash and liquid assets as of this past December 31.

That progress has caught the attention of Oppenheimer analyst Colin Rusch, who sees a platform beginning to take shape.

“We believe the company is making demonstrable progress on building an autonomous bot platform with multiple revenue streams. We note SERV is not only scaling delivery services, but has begun monetizing data sets, communications technology, and growing advertising revenue faster than expected. We believe its ability to design bots for duty cycles in human contexts without requiring technical adjustments to those environments and with minimal user training is unique, and that the company is accelerating its learning cycles as its deployed fleet grows. We note delivery success at 99.8% is substantially ahead of average delivery success and that SERV is making ongoing progress on delivery time reduction and increased utilization rates from a delivery/day per perspective,” Rusch wrote.

To this end, Rusch puts an Outperform (i.e., Buy) rating on SERV shares, along with a $20 price target that suggests a one-year upside potential of 140%. (To watch Rusch’s track record, click here)

This is another stock with a unanimous Strong Buy consensus rating, this one based on 4 recent positive analyst reviews. The stock is trading for $8.32 and its $21 average target price indicates an upside of 152% by this time next year. (See SERV stock forecast)

To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a tool that unites all of TipRanks’ equity insights.

Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.

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