These stocks are 'disruptors' and have the potential to shake up the market, analysts say

Published Sat, Apr 9 20227:34 AM EDT

There's a group of rapidly growing companies that poised to disrupt the market, and analysts say investors should buy these stocks now. These companies have tremendous upside potential, with the ability to transform the way consumers live, according to analysts. CNBC Pro combed through the top Wall Street research to find stocks with staying power now and into the future. They include: Joby , Braze and Flywire . Joby "Flying taxis are coming sooner than you think," Cantor Fitzgerald analyst Andres Sheppard said in a note recently. The firm recently began coverage of Joby Aviation with an overweight rating, noting that the company is poised to shake up how consumers move around. Joby also has plenty of cash to make it happen, the firm wrote. "The clear path to commercialization and receiving FAA certification can result in first mover advantage," Sheppard said. Sheppard also praised the aerospace mobility company's robust strategic relationships with the likes of Uber and Toyota, as well as the U.S. Department of Defense. The price is also likely to be right for many consumers, the firm wrote. "Joby expects to price flights on its aircraft at $3.00-4.00 per-passenger-mile, " Sheppard said. Joby shares are down 27.8% this year, but Sheppard sees an attractive entry point in the stock, noting that the company's "Urban Air Mobility will be disruptive and affordable." Braze The cloud-based software used by businesses for mobile marketing is down more than 52% this year, but Piper Sandler thinks investors shouldn't give up on the stock. With clients such as HBO, Etsy and Sephora, Braze is a "compelling disruptor in the marketing automation space with a differentiated position in powering direct-to-consumer (DTC) engagements," analyst Brent Bracelin wrote. In addition, Braze recently posted its fourth-straight quarter of revenue growth, and that's likely to continue, Bracelin said. The company also continues to add customers at a breakneck speed. "The record new customer land at $3M+ in ACV (average contract value) punctuated another strong quarter, reinforcing the share gain opportunity as a modern omni-channel DTC engagement platform," the Piper Sandler said. Bracelin acknowledged that the cloud sector was going through a valuation re-rating that could exacerbate longer term tailwinds.However, he urged investors to stick with the stock. "Long runway of opportunity," he said. Flywire The global payments software enabler was initiated with an overweight rating by Wells Fargo earlier this week, and analyst Jeff Cantwell called Flywire a "highly unique software/payments solution suite." "We expect to see sustained, outsized share gains by the disruptor Flywire as it executes against its key strategic objectives in the four areas in which it operates—education, healthcare, travel, and B2B," Cantwell said. The analyst praised the company's execution and rapidly expanding clientele, as it moves into new markets. "Management has clearly outlined a potent strategic roadmap that we expect will fuel further growth in Flywire's customer base, volumes, and revenue over time," Cantwell said. Web traffic also continues to surge on the company's website, according to Wells Fargo, and that should ultimately lead to record volume generation in the months ahead. Shares of Flywire are down more than 24% this year, but Cantwell believes the stock is at a very attractive entry point. Dynatrace- Bank of America, Buy rating "Enterprise observability category disruptor. We recently hosted investor meetings with Dynatrace CEO Rick McConnell, and VP of IR Noelle Faris. In addition, SVP of Product Management, Steve Tack, sat down with us to give us a deep overview of the Dynatrace platform. Overall, we come away from the meetings more positive on the business's positioning in the observability category, and its potential to display healthy growth with strong profitability margins over the medium term." Joby- Cantor, Overweight rating "Flying Taxis Are Coming Sooner Than You Think. ... Joby's Urban Air Mobility (UAM) will be disruptive and affordable. ... The clear path to commercialization and receiving FAA certification can result in first mover advantage. ... Joby expects to price flights on its aircraft at $3.00-4.00 per-passenger-mile. ... Joby's Urban Air Mobility will be disruptive and affordable." Braze- Piper Sandler, Overweight rating "BRZE remains a compelling disruptor in the marketing automation space with a differentiated position in powering direct-to-consumer (DTC) engagements at the world's largest brands. ... The record new customer land at $3M+ in ACV (average contract value) punctuated another strong quarter, reinforcing the share gain opportunity as a modern omni-channel DTC engagement platform. ... Long runway of opportunity across DTC engagement." GoodRx Holdings- Guggenheim, Buy rating "We believe GDRX is a disruptor in the pharmacy/pharmaceutical channel and capitalizes on the ongoing trend toward digital behavior in healthcare by leveraging a large and engaged user base. Additionally, we see an attractive financial profile with sustainable 20%+ top-line growth and strong EBITDA conversion (31% in 2021) with potential to expand margins." Flywire- Wells Fargo, Overweight rating "Flywire offers its clients a highly unique software/payments solution suite.. ... We expect to see sustained, outsized share gains by disruptor Flywire as it executes against its strategic objectives in the four key areas—education, healthcare, travel, and B2B. ... Management has clearly outlined a potent strategic roadmap that we expect will fuel further growth in Flywire's customer base, volumes, and revenue over time."

The Joby Aviation Air Taxi is seen outside the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., August 11, 2021.

Andrew Kelly | Reuters

There's a group of rapidly growing companies that poised to disrupt the market, and analysts say investors should buy these stocks now.