Freedom Broker analysts maintain “Buy” recommendations for shares of EHang Holdings, Oracle, and Century Aluminum. As of September 25, these stocks topped the company’s list of active investment ideas by potential return: expected upside was estimated at 88%, 79%, and 44%, respectively. Along with high potential, each idea carries noticeable risks—from preparing a new air-taxi market to debt burden and volatility in metal prices.
EHang: a bet on a turnaround with 88% upside potential
Freedom Broker analysts see the greatest upside in shares of the Chinese developer of unmanned air taxis EHang Holdings (EH). The target price is $8.6, while the current price is around $4.5, implying upside potential of 91%.
Analysts see the main catalyst for the stock as EHang’s shift from demonstration flights to regular paid transportation. The company remains the only publicly traded manufacturer of electric vertical takeoff and landing aircraft, or eVTOLs, that has the full set of Chinese certifications for an unmanned passenger air taxi.
In China, the infrastructure needed for a commercial launch is taking shape: in May 2026, the Civil Aviation Administration of China issued requirements for training remote pilots of large civil unmanned aircraft. EHang and its partners have more than 40 operating sites in the country.
At the same time, the company’s financial results remain weak. In Q1 2026, EHang delivered four EH216-series aircraft versus 11 a year earlier and 61 in Q4 2025. Revenue came in at 25.7 million yuan (3.7 million) versus 26.1 million yuan (3.8 million) a year earlier and 177.6 million yuan ($25.7 million) the prior quarter.
Net loss widened to 126.4 million yuan (18.3 million) from 78.4 million yuan (11.4 million) a year earlier; operating loss rose to 127.9 million yuan (18.5 million) from 89.9 million yuan (13.0 million). Gross margin held at 62.5% versus 62.4% a year earlier. Cash, short-term investments, and other liquid assets totaled 1.03 billion yuan ($149 million) at the end of March. Additional support could come from a share buyback program of up to $30 million.
This idea remains the riskiest of the three: the current price is only $0.3 above the $4.2 stop-loss. The decisive factor will be EHang’s ability to turn certification and infrastructure into regular commercial operations.
Oracle: cloud business growth opens the way to $250
Second place goes to U.S. software developer and cloud infrastructure provider Oracle (ORCL). The target price for the shares is $250. At a price of $137.1, upside was estimated at 82%.
Acceleration in the cloud business confirms that Oracle’s investments in AI infrastructure are starting to pay off, Freedom Broker analysts believe. At the same time, high leverage, negative free cash flow, and large capital expenditures remain the key risks.
In Q1 of fiscal 2027, Oracle’s revenue rose by nearly 30% to $19.35 billion, beating market expectations of $19.14 billion. Cloud infrastructure revenue surged 121% to $7.4 billion versus a forecast of $7.19 billion. Total cloud revenue, including enterprise applications, climbed 62% to $11.61 billion.
Adjusted earnings increased 31% to $1.92 per share, above the $1.74 estimate. Net income grew 60% to $4.68 billion, or $1.56 per share. Meanwhile, revenue from the traditional software business declined by about 3% to $5.55 billion.
Remaining performance obligations under signed contracts reached $664 billion versus the expected $630.6 billion. This metric reflects future revenue from already executed agreements and provides the company with strong revenue visibility for several years ahead.
The main question for investors concerns the cost of expanding infrastructure. Quarterly capital expenditures jumped from $8.5 billion to $28.5 billion, and debt reached $125 billion. Free cash flow was negative at $5.4 billion versus a negative $362 million a year earlier.
Century Aluminum: metal shortage supports a $55 target
The third idea is Century Aluminum Company (CENX). Freedom Broker recommends buying shares of the U.S. primary aluminum producer with a target price of $55. The current price is about $38.39, implying upside of 43.3%.
Analysts believe Century Aluminum is emerging from a multi-year period of operational disruptions. In Q2 2026, the company increased aluminum shipments by 6% quarter over quarter to 130,632 tons. Revenue rose to $752.1 million from $649.2 million in Q1. Net income fell from $337.5 million to $249.3 million, as the prior quarter’s result included a one-time gain of $287.9 million from the sale of the Hawesville plant.
Adjusted net income increased from $170.7 million to $257.3 million, and adjusted EBITDA rose from $231.4 million to $326.9 million. For Q3, management forecasts adjusted EBITDA in the range of $325–345 million.
As of June 30, Century had $343.4 million in cash, and total liquidity was $784.9 million. By the end of July, cash already exceeded total debt. In addition, the company received a refund of the federal Section 45X tax credit for 2025 in the amount of $94.3 million.
A long-term driver remains the construction of a new aluminum plant in Oklahoma in partnership with Emirates Global Aluminium. The designed capacity is about 750,000 tons per year, construction is scheduled to begin at the end of 2026, and first production is expected by the end of 2029. The project received a $500 million grant from the U.S. Department of Energy.
The risk for this idea is linked to aluminum volatility: the stock corrected after Canada introduced retaliatory import duties. In addition, the current price is relatively close to the stop-loss. However, the shortage of primary aluminum in the U.S., production recovery, and the Oklahoma project allow analysts to maintain a “Buy” recommendation.
This is not an individual investment recommendation.