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3 Most Upgraded Stocks Last Month According to MarketBeat

By Leo Miller. Article Posted: 6/3/2026.

May was a big month for the technology sector. The Technology Select Sector SPDR Fund (NYSEARCA: XLK), a commonly used proxy for the industry's performance, delivered a total return of 19.8%. That was only slightly below the 20% gain the fund posted in April, as investors continued to bid up many stocks tied to the AI trade.

Three stocks performed especially well and earned high praise from the analyst community, landing at the top of MarketBeat's list of the most upgraded stocks in May. Unsurprisingly, all three are in the tech sector, including two prominent software companies.

Datadog Blasts Off, Receiving Over 30 Upgrades in May

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Observability software provider Datadog (NASDAQ: DDOG) ties for first as MarketBeat's most upgraded stock in May, receiving a whopping 32 upgrades from analysts. Datadog's software is becoming increasingly important as agentic AI starts to move into the mainstream. It helps companies monitor their AI agents and address performance issues.

Datadog shares absolutely exploded after the company's Q1 2026 earnings report, shooting up 31% in a single session.

The rally came after the company handily beat expectations on sales and adjusted earnings per share (EPS), while also substantially increasing its full-year guidance. It now expects full-year sales of $4.32 billion at the midpoint, which represents growth of around 25% year-over-year (YOY).

Datadog also received FedRAMP High certification, which allows it to move forward with U.S. federal government customers that handle highly sensitive workloads. Overall, Datadog shares rose 87.1% in May, the stock's best monthly return ever.

Despite receiving a plethora of upgrades, the MarketBeat consensus price target of approximately $220 implies around 20% downside in shares. The average of targets updated after its report is only slightly higher at $225. However, the vast majority of analysts continue to have a Buy rating on the stock. Datadog's 41 Buy ratings stand in stark contrast to just two Sell ratings and one Hold rating.

Marvell Continues Strong Performance From April, Ups Guidance

Marvell Technology (NASDAQ: MRVL) was also a huge winner in May and tied with Datadog for the top spot, receiving 32 analyst upgrades. Overall, shares gained 24% in May after coming off a 67% gain in April. There wasn't a specific catalyst in May that drove Marvell's strong performance. Rather, the stock benefited from strength in the AI hardware trade, as a supplier of custom chips and networking solutions.

Marvell's Q1 fiscal 2027 (FY2027) earnings report in late May showed a slight beat on sales and in-line adjusted earnings per share (EPS). Note that the company's fiscal reporting period is several quarters ahead of the calendar period. However, the company raised its guidance substantially, by $500 million for FY2027 and by $1.5 billion in FY2028. It now expects sales of $11.5 billion and $16.5 billion in those years, respectively.

Notably, shares rose just 3% after the report. Investors seemed to have anticipated the strong guidance Marvell would deliver, bidding up shares earlier in the month.

The MarketBeat consensus price target on Marvell sits near $212, implying notable downside in shares. The average of targets updated after the company's report is substantially higher at $236—better, but still implying downside, a reflection of the recent surge in shares following an announcement from NVIDIA (NASDAQ: NVDA) CEO Jensen Huang that thrust Marvell into the spotlight. In terms of ratings, Marvell has 31 Buys, six Holds, and zero Sells.

Snowflake Ends May With a 36% Surge, Gains Over 80% in the Month

Last up is Snowflake (NYSE: SNOW), another key player in the AI software space. The stock received 28 upgrades in May, surging 87% during the month for its largest monthly gain ever. The company's AI Data Cloud provides a unified platform for analyzing data and building AI applications. Like Datadog, Snowflake had a clear catalyst for its standout performance: its Q1 FY2027 earnings report. (Snowflake's fiscal reporting period is several quarters ahead of the calendar year period.)

The stock gained almost 37% after the report as Snowflake posted beats on sales and adjusted EPS. The company also raised its full-year guidance, projecting sales of $5.84 billion, compared with its prior estimate of $5.66 billion. Furthermore, Snowflake allocated $6 billion to Amazon.com (NASDAQ: AMZN) to access more of its Graviton chips. This signals confidence in the company's outlook as Snowflake supports its growth through this significant spending commitment.

The MarketBeat consensus price target on Snowflake currently sits at $284, implying moderate upside from recent trading levels. The average of targets updated after the company's report sits near $291, implying healthy upside. Still, most analysts maintain a positive rating on the stock, with Snowflake having 36 Buys compared with just five Holds and one Sell.

AI Software Stocks Make Their Voice Heard in May

Notably, large gains in the AI trade were not limited to the hardware stocks that have traditionally dominated. Several software players also saw very strong performance, rebounding after many names in the industry were crushed earlier in the year. This suggests that AI-related success is broadening as AI application development becomes a larger focus in the market.

Optical Cable Corporation: Strong Earnings, But Hurdles Remain

Submitted by Thomas Hughes. Published: 6/10/2026.

For investors watching the price explosion following Optical Cable Corporation’s (NASDAQ: OCC) fiscal Q2 2026 earnings report and wondering whether it is too late to get in, the answer is no. This company offers cutting-edge technology that was once ahead of its time—but now, its time has come.

Optical Cable Corporation doesn’t make just any cables, or even ordinary cables suited for AI applications. It makes hardened, ruggedized bundled cables, including blended optical and copper solutions designed for extreme conditions.

A tiny supplier at the center of Elon's AI infrastructure (Ad)

The upcoming SpaceX IPO - reported for June 12 - is valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong move.

There's a tiny supplier, just 1/60th the size of SpaceX, sitting at the center of what he calls Elon Musk's 'tollbooth' plan for AI infrastructure. Once SpaceX goes public, Wall Street could expose this under-the-radar vendor to a much wider audience.

Watch the urgent presentation to see this hidden stock before the IPO window closes

The real question is when to get in on OCC, and what kind of position to take.

Among the company's clients is the U.S. defense apparatus, which relies on cables and other critical infrastructure for reliable battlefield applications. Other clients include hyperscalers and AI factories, which favor blended optical and copper wiring solutions hardened against electromagnetic interference.

End markets include real-time broadcasters and industries such as mining, which rely on sealed cabling that not only resists vibration and temperature extremes but also prevents chemical abrasion.

As AI advances and digital application penetration deepens, OCC’s addressable market has expanded significantly, and years of infrastructure buildout likely lie ahead.

Optical Cable Corporation Reports Robust Backlog Growth: Shares Surge

Optical Cable Corporation had a solid quarter, with revenue growing 26.6%, supported by strength in both core operating segments. Enterprise and Specialty both grew at a double-digit rate, with U.S.-based sales up 21% and international sales up 45%.

More importantly, that revenue strength flowed through to the bottom line, with significant leverage at the gross and operating levels tied to improving sales trends. Gross margin improved by 380 basis points (bps), while SG&A expenses contracted by 450 bps as a percentage of sales. The net result was net income of $1.1 million, nearly 5% of sales, reversing a loss posted in the prior year’s period, and 12 cents in GAAP earnings.

The company did not provide specific guidance for the next quarter or the full year, but it highlighted growth opportunities and momentum in both the earnings release and conference call. Those comments underscore the 27% sequential and 82% year-over-year increase in backlog, a figure that suggests future results may reflect business acceleration and additional operational efficiency.

Optical Cable Corporation: A Market With Hurdles to Cross

Optical Cable Corporation is well positioned for the current environment, but it still must overcome several hurdles. Among them is tepid sell-side interest, as reflected in the single analyst covering the company, rating it a Sell.

Adding to that is low institutional interest, at 13%. Institutions could become more interested; however, the company’s microcap status, $22 million in quarterly income, and balance sheet insufficiencies keep them on the sidelines. The balance sheet isn’t in bad shape, only undercapitalized, leaving the company reliant on credit facilities to sustain operations.

Short sellers are also a concern for investors. Short interest was not astronomically high as of late May, at about 5%, but short sellers have been selling into the OCC rally and are likely selling into the post-release price pop. The post-release price action suggests as much—OCC spiked ahead of the release, opened with a gap and moved even higher afterward, only to fall back from the weekly high and form a doji candle after the earnings news. The takeaway is that this market may have topped and may not be able to move much higher.

Resistance at the $22 level may be difficult to overcome because it dates back to a price implosion following the bursting of the Dotcom Bubble. It represents a significant overhang and is likely a trigger for short selling. In this scenario, the best outcome may be OCC shares moving sideways within a range near $20 before falling back to more realistic levels later this year. Among the warning signs is a divergence in the stochastic, which suggests underlying weakness in the market.

This year’s risks include fiber shortages and target markets. While fiber shortages are affecting lead times, delivery, and costs, target markets present their own challenges. Rather than competing for hyperscale business, Optical Cable Corporation is focusing on Tier 2 data center business and government contracts. This can result in uneven revenue gains and irregular margins due to timing and mix. The takeaway for investors is that OCC’s business may be volatile in the coming quarters, and that volatility will be reflected in the stock’s price. Catalysts include ramping demand for AI capacity, improving operational leverage, and next-generation technology. The company is integrating "rollable-ribbon" into its product lines, positioning itself for the 800G standard.