These stocks have 'sizeable upside' and are poised for a second-half breakout, analysts say

CNBC Pro combed through top Wall Street research to find the top stocks ahead of summer. They include: Amazon , Compass, PowerSchool, elf Beauty and Palantir . Compass Oppenheimer analyst Jason Helfstein is doubling down on shares of the real estate company. Compass has a wide range of positive catalysts ahead, is gaining share rapidly and is a beneficiary of AI, Helfstein said earlier this week.

"We think AIP solutions could help PLTR further penetrate within existing customers and open up partnership opportunities to develop easily scalable AI solutions," the analyst wrote. Perez Mora recently her price target to $18 per share from $11 with the stock up a whopping 153% this year. "In the generative AI Arms Race, Palantir comes out on top," Perez Mora said.

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