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Here’s a peek at the latest picks from our :

• Tax season has cooled down, but Intuit () is heating up
• Why Flex () has unanimous Strong Buy ratings
• Is Semtech () a fantastic “buy the dip” opportunity?

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1. Semtech ()

Investors often come across the phrase “buy the dip” — but with Semtech Corp, it’d be more apt to say “buy the plunge.” After an unexpected setback when it comes to revenue from a crucial segment, SMTC stock has lost significant value since the beginning of the year. However, there’s an odd dissonance at play — while analysts have cut their price targets accordingly, they’re still bullish, and see plenty of upside — particularly at the current, reduced valuation.

Zen Rating: B (Buy) —

Recent Price: $37.10 —

Max 1-year forecast: $68.00

Why we’re watching:

• At present, 8 Wall Street researchers issue ratings for SMTC stock — 4 have deemed it a Strong Buy, 3 have given it a Buy rating, and 1 analyst rates the stock a Hold. There are currently no Sell or Strong Sell ratings.
• The average price forecast of $55.75 implies a 55.9% upside from the current price of Semtech shares.
• Stifel Nicolaus researcher (a top 4% rated analyst) maintained a Strong Buy rating after the company’s Q1 2026 earnings, and upped his price target from $42 to $45.
• Svanberg summarized the quarter with “in-line results and in-line Q2 guidance.”
• Looking ahead, the analyst said that in spite of the near-term ACC business “air pocket,” Semtech’s next-gen CopperEdge ACC products continue to generate significant interest, infrastructure momentum continues, and the company’s profitability is improving.
• Benchmark’s (a top 9% rated analyst) also doubled down on a Strong Buy rating following the quarterly report — and reiterated a Street-high price target of $68.
• Once SMTC’s performance across our 7 Component Grade ratings are squared, the stock ranks in the top 9% of equities on the whole — placing it firmly in the upper end of stocks with a Zen Rating of B, equivalent to a Buy.
• Semtech does exceptionally well in two areas — , where it ranks in the top 5% of stocks, and Growth, where it ranks in the top 2%. ()

2. Flex ()

Flex is a company that wears many hats — as it helps design, build, and deliver products and entire supply chains across a wide variety of industries, including automotive, healthcare, and even cloud computing. At present, the business is reorienting itself toward high-growth and high-margin areas — chiefly data centers, and it seems to be paying off.

Zen Rating: A (Strong Buy) —

Recent Price: $42.33 —

Max 1-year forecast: $52.00

Why we’re watching:

• In a clear cut case of overwhelmingly positive coverage, 7 analysts issue ratings for FLEX — all 7 rate the stock a Strong Buy.
• Following the company’s Q4 and FY 2025 earnings call, two top-rated analysts doubled down on their bullish coverage.
• of KeyBanc (a top 7% rated analyst) maintained a Strong Buy rating and increased his price target on FLEX shares from $35 to $44.
• According to Patterson, the stock was up post-print because the quarter beat consensus and management’s FY 2026 guidance was higher on EPS, although lower on revenue.
• Overall, the analyst argued that Q4 “generally surpassed lowered expectations, even though datacenter/AI headlines and narratives have changed recently.”
• Barclays researcher (a top 11% rated analyst) also reiterated a Strong Buy rating, and increased his price forecast from $49 to $50.
• “The company delivered a solid quarter, and its positive mix shift is bearing fruit,” Wang told investors.
• Flex ranks in the top 4% of equities on the whole, giving it an overall Zen Rating of A.
• For a better idea as to why FLEX ranks so highly, we have to take a closer look at its Component Grade ratings. When it comes to Safety, the stock ranks in the top 17%. In terms of Sentiment, it ranks in the top 12%. However, the steals the show — in this regard, FLEX ranks in the top 10% of the more than 4,600 equities that we track. ()

3. Intuit ()

Ever used TurboTax? You’re one of Intuit’s customers. For decades, this business has dominated the financial and compliance software market. Despite declining share prices, the company maintains a strong checkbook and enjoys confidence from Wall Street — which means it also merits a closer look.

Zen Rating: B (Buy) —

Recent Price: $752.04 —

Max 1-year forecast: $875.00

Why we’re watching:

• INTU has received a lot of attention from Wall Street — the stock currently has 18 ratings, divided between 11 Strong Buys, 6 Buys, and 1 Hold.
• Following the company’s Q3 2025 earnings, of Wells Fargo (a top 24% rated analyst) reissued a Strong Buy rating, and hiked his price target from $775 to $825.
• Turrin told readers that the inflection in Live was the catalyst behind the tax outperformance that dominated the print.
• Live’s sustainability into next year was reaffirmed by management, the analyst said, “and QuickBooks’ mission criticality continues to shine through.”
• In addition, Bank of America researcher (a top 5% rated analyst) also doubled down on a prior Strong Buy rating, and upped his price target from $730 to a Street-high $875.
• A successful tax season spearheaded the company’s “strong Q3,” supported by strength across the company’s other lines of business, Sills told readers.
• The analyst added that the results from this tax season show that TurboTax has effectively shifted its focus to the assisted category, where it is expected to sustainably drive growth.
• Further, Sills noted that Intuit’s Business Solutions unit, which includes QuickBooks, recorded a 19.4% growth rate, which “nicely exceeded” their forecast of 18%, indicating that demand for the product is resilient.
• Intuit shares rank in the top 8% of equities based on a big-picture overview of 115 proprietary factors that correlate with outsized returns, earning it an overall B (Buy) .
• Overwhelmingly positive analyst coverage, a significant degree of insider buying, and a string of positive earnings surprises have come together to give INTU a Sentiment Component Grade rating in the top 6% of stocks.
• However, INTU ranks even more highly in terms of Financials and Artificial Intelligence — in the top 4% and top 1%, respectively. ()

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