Ben Whelan

Deep-value stock breakdowns: 50-100%+ upside, asymmetric bets, backed by analyst targets. New picks weekly. Follow for the next one. DYOR | Not financial advice

[Ben Whelan @SalesSenseii]

$MMED , Medtronic's insulin-pump spinout, just drew a new $30 Buy from Redburn.
— $19.03 vs Redburn $30; +58% upside
— Lockup cleared Sep 2; Truist joined the Buy camp Sep 24
Pumps + sensor refills = recurring revenue. IPO overhang gone. (MarketBeat)

[Ben Whelan @SalesSenseii]

$IRS is Argentina's largest real estate company, and BofA just started it at Buy.
— $14.33 vs BofA $23.60; +65% upside
— Itaú BBA $23 (+61%); 97% mall occupancy, 100% office occupancy
Record rental EBITDA, 11% loan-to-value, new dividend proposal pending. (MarketBeat)

[Ben Whelan @SalesSenseii]

$INIO makes gas engines that power data centers, now a third below its IPO.
— $17.96 vs Morgan Stanley $47; +162% upside
— JPMorgan $40 (+123%); 1.1 GW data-center order, 200+ engines
Behind-the-meter power = grid-crunch fix. Revenue seen +47% this year. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$AADX builds subsystems for missiles and spacecraft, and sits 48% below its IPO.
— $10.45 vs Guggenheim $30; +187% upside
— BofA $23 (+120%); $1.06B backlog, revenue seen +37% this year
Defense + space budgets = backlog fuel. 7 of 8 analysts say Buy. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$MLPB 's immune-disease drug has FDA Breakthrough status, and 4 Buy ratings landed today.
— $9.53 vs Evercore $36; +278% upside
— Jefferies $32 (+236%); 100% response rate in its 12-patient Phase 1b
Registrational trial underway. Trades 36% below its $15 IPO. (MarketBeat)

[Ben Whelan @SalesSenseii]

$REA holds heavy rare earth projects in Georgia and Brazil, and trades 54% below its IPO.
— $8.70 vs Cantor $34; +291% upside
— Stifel $30 (+245%); 4 Buy ratings, every one at $25+
US rare earths = strategic supply. None of the 4 bulls has cut. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$FRVO drills geothermal power for Google, and all 14 analysts say Buy.
— $12.15 vs Barclays $48; +295% upside
— RBC $36 (+196%); 396 MW Google deal, the biggest enhanced-geothermal PPA yet
First power due late 2026. 24/7 clean power = data-center gold. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$GMTL wants to restart US-mined tungsten, and D.A. Davidson sees 4x.
— $7.41 vs D.A. Davidson $30; +305% upside
— Street avg $25.50 (+244%); pre-feasibility done at Pilot Mountain, Nevada
Domestic tungsten = strategic supply. Down 55% from its $16.35 IPO. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$XE builds small nuclear reactors, and Guggenheim just reaffirmed $57.
— $12.71 vs Guggenheim $57; +348% upside
— Morgan Stanley $41 (+223%); Street sees revenue ~4x to $858M in 2027
Next-gen nuclear = the power trade. Down 45% from its $23 IPO. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$Q makes the chip materials behind AI packaging and cooling, and Barclays just started it at Overweight.
— $123.21 vs Barclays $211; +71% upside
— RBC $189 (+53%); 2026 EPS seen +37%
DuPont spin-off riding AI capex = room to run. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$PVLA 's rare-disease skin gel won its Phase 3, the FDA filing is underway, and 15 of 15 analysts rate it Strong Buy.
— $134.38 vs H.C. Wainwright $246; +83% upside
— BTIG $215 (+60%); company sees $1B+ US peak sales
NDA done this year = 1H 2027 launch window. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$SOPH sells AI software that decodes DNA for cancer and rare-disease care; H.C. Wainwright backed it today.
— $7.22 vs H.C. Wainwright $14; +94% upside
— 5/5 analysts at Strong Buy; 2026 revenue seen +23% to $95M
Software growth at a biotech discount = mispriced. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$LVS owns Marina Bay Sands and Macau megaresorts, and it's down 20% since a Q2 miss while Citi stays at Buy.
— $36.15 vs Citi $71.50; +98% upside
— Barclays $57 (+58%); 11.7x this year's earnings estimate
Q2 miss priced in = Q3 snapback chance. Reports ~Oct 22. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$ONIT services and originates home loans and trades at ~3.5x next year's earnings estimate.
— $27.07 vs KBW $55; +103% upside
— Texas Capital $49, BTIG $45 (+66%); 2027 EPS seen at $7.75
Earnings power at a scrap-heap multiple = deep value. Q3 numbers early Nov. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$MRAM makes MRAM memory chips for data centers and defense, and Maxim just started it at Buy.
— $15.28 vs JonesTrading $38; +149% upside
— Maxim $25 (+64%); revenue seen +32% this year; 65% off highs
Growth at a reset price = rebound setup. Q3 report early Nov. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$CGEN 's TIGIT antibody is built into AstraZeneca's rilvegostomig, in 10+ Phase 3 trials, and Compugen is owed royalties.
— $2.07 vs Lake Street $6; +190% upside
— H.C. Wainwright, Stifel, Oppenheimer at $4 (+93%); runway into 2029
Phase 3 wave = royalty upside. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$KARD is run by the ex-MyoKardia team, trades below its $16 IPO price, and UBS just started it at Buy.
— $14.35 vs J.P. Morgan $46; +221% upside
— TD Cowen $46, Jefferies $40; three heart-drug readouts due 1H 2027
Below-IPO price + stacked 2027 data = coiled spring. (MarketBeat)

[Ben Whelan @SalesSenseii]

$QNRX 's lotion for Netherton, a rare skin disease with no approved drug, got a fresh Buy from BTIG.
— $4.36 vs Lake Street $20; +359% upside
— BTIG $14 (+221%); interim Phase 2/3 data hit its main goal
Empty market + early win = asymmetric bet. Topline Q2 2027. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$QTTB 's hair-regrowth antibody hit its Phase 2 goal, and Leerink just started it at Buy.
— $8.74 vs Wells Fargo $59; +575% upside
— Leerink $40 (+358%); 40% of severe patients hit SALT-20
Phase 2 win + 7/7 Buys = rerating fuel. Registration trial 1H 2027. (StockAnalysis)

[Ben Whelan @SalesSenseii]

$CARL designs custom spine implants for each patient, and new Medicare payment codes for them took effect Oct 1.
— $14.70 vs BTIG $24; +63% upside
— Q2 revenue +57%; 2026 guide raised to $74–78M
Better reimbursement = faster adoption. (Carlsmed)