As Wall Street gears up for another earnings season, Bank of America analysts have zeroed in on five companies they believe are poised to outperform. From big-tech AI leaders like Meta to travel and e-commerce powerhouses in Asia, these stocks combine growth potential with strong fundamentals. Investors looking for actionable ideas ahead of quarterly reports may find Bank of America’s latest list worth a closer look.
Roblox: Still Riding the Metaverse Wave
Bank of America remains bullish on Roblox as the company heads into its next earnings release. The gaming platform continues to show strong global momentum, and analysts expect more upside ahead.
“Tactically, we expect a beat & raise off conservative guidance,” wrote analyst Omar Dessouky.
Roblox has gained 121% so far this year as users, developers, and brands continue to engage within its digital ecosystem. Bank of America believes that momentum is far from over.
“We see an extended runway for mid-20% [earnings] growth as users worldwide adopt Roblox’s Metaverse, in a virtuous cycle that will draw developers, brands and merchants to the platform,” Dessouky said.
Roblox reports earnings on October 29. Investors will be watching whether the company delivers another quarter of above-expectation results to support its rapid valuation climb.
Meta Platforms: All Eyes on AI and Ad Growth
Bank of America analyst Justin Post remains positive on Meta ahead of earnings later this month, emphasizing the company’s leadership in artificial intelligence and digital advertising.
Post said he is “looking for [a] revenue beat to support AI investment returns” and encouraged investors to focus on Meta’s commentary around its ongoing AI initiatives.
“With reports of additional AI hiring, potential [large language model] & infrastructure deals, and OpenAI social competition, we think updates on Meta’s AI outlook will be a call focus and critical for sentiment,” Post said.
He added that “Ad checks have been constructive, and another quarter of strong ad growth & guide could help reinforce confidence in the durability of Meta’s AI ad engine.”
Meta shares are up roughly 26% this year. Investors will be looking to see if the company can maintain that momentum through continued ad strength and progress in AI infrastructure.
WEX: A Turnaround Story Gaining Traction
Earlier this week, Bank of America upgraded WEX to Buy from Neutral, highlighting improving fundamentals in the company’s fuel and fleet payment business.
Analyst Mihir Bhatia wrote, “We expect WEX to report positive revenue growth for the first time in four quarters when it reports 3Q results.”
Bhatia added, “We are forecasting mid-single digit revenue growth for in ’26/’27, consistent with its medium-term guide.”
WEX stock has climbed about 23% over the past six months. Following a recent pullback, the bank believes the stock has “plenty more room to run.” For investors seeking exposure to a turnaround name with improving fundamentals, WEX could be worth monitoring when it reports earnings on October 29.
Trip.com: A Beneficiary of China’s Travel Recovery
Bank of America sees opportunity in Trip.com, the largest online travel agency in China. The firm stands to benefit from the ongoing recovery in both domestic and outbound Chinese travel.
“We see Trip.com as a key beneficiary of China’s rising travel trend. The firm is the largest online/call-center travel agency by revenue and is well-known for its quality customer services … We expect Trip.com to remain an industry leader with exposure to the industry’s long-tail growth potential while investing aggressively for user growth,” the analysts wrote.
For investors, Trip.com represents a reopening play in Asia’s travel sector. As tourism rebounds, the company could deliver strong revenue and margin growth, particularly if business and international travel continue to recover through 2026.
Coupang: Dominating Korean E-Commerce
Coupang rounds out Bank of America’s list as a top e-commerce play in South Korea. Analysts see the company as one of the few retailers capable of both expanding market share and improving profitability.
“Coupang is poised to benefit from 1) its differentiated consumer experience, 2) the synergies with the other businesses such as restaurant delivery, OTT etc. and 3) industry consolidation in Korea,” Bank of America wrote.
The note continued, “We expect Coupang to be one of very few retailers that can gain market share and raise return profile at the same time … CPNG’s earnings should be both driven by the strong growth and margin improvement in product commerce, as well as by the turnaround of the developing offering business.”
Coupang’s integrated ecosystem — which includes e-commerce, food delivery, and streaming — gives it multiple levers for growth. As Korea’s retail market consolidates, the company’s scale and customer loyalty could help it outperform regional peers.
Investor Takeaway
Bank of America’s latest stock picks highlight several key investment themes heading into earnings season:
- AI and innovation remain strong catalysts for big tech names like Meta and Roblox.
- Turnarounds such as WEX can deliver meaningful upside if fundamentals continue to improve.
- Travel and consumer recovery plays like Trip.com and Coupang benefit from structural tailwinds tied to reopening and market consolidation.
For investors, these five stocks represent distinct ways to play growth across sectors — from technology to travel to payments.
Each will soon face a major test as earnings season gets underway. Traders looking for near-term catalysts may find opportunity in names that can not only beat expectations but also raise guidance and reassure markets about the quarters ahead.
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