Bank of America highlighted several buying opportunities, naming Nvidia among stocks to consider on dips, along with Thor Industries, Lyntris, Natural Grocers by Vitamin Cottage, and Dutch Bros, as identified by CNBC Pro screening.
Natural Grocers – Analyst Vicky Liu initiated coverage with a buy rating, describing the organic and specialty grocer as offering “premium quality without the premium price.” She cited margin expansion, product affordability, and rapid expansion as catalysts, setting a $35 price target. Liu noted that with the stock trading at 13× forward FY27 EPS, the market undervalues its growth runway and margin potential. The share price rose about 5% over the last three months and is up nearly 19% year‑to‑date 2026.
Dutch Bros – Analyst Sara Senatore recommended buying weakness, arguing that near‑term same‑store sales pressure and longer‑term competition from other drive‑through concepts have over‑weighed the valuation. She highlighted the growing coffee segment, noting that the share of consumers reporting past‑week espresso‑based drinks rose to 43% in 2025 from 37% in 2020, a trend expected to continue. The stock has fallen roughly 43% over the past three months.
Lyntris – Defense‑connected systems analyst Ronald Epstein said the company is well positioned for rising demand, pointing to Bank of America’s role as joint book‑running manager for its August 2024 IPO. He cited strong upside potential and market tailwinds across space, maritime, and air‑defense businesses, emphasizing Lyntris’s role as a supplier of mission‑critical components and software aligned with increasing U.S. and allied defense spending. The stock is down about 8% in the past month.
Thor Industries – Analysts characterized the RV maker’s top‑line performance as a best‑case outcome amid a challenging industry, with supplier costs pressuring gross margins. They maintained a buy rating, citing potential market‑share recapture, margin‑improvement initiatives, and a trough in RV unit sales.
Nvidia – Bank of America’s $350 price objective is based on 22× forward CY27 earnings ex‑cash, placing it within the company’s historical 15×–56× forward PE range. The bank justifies the valuation by Nvidia’s leadership in fast‑growing AI compute and networking markets, while acknowledging headwinds from uneven AI project rollouts, cyclical gaming demand, and power‑access concerns.