As we get into spring and then summer, it can mean only one thing on Wall Street: It’s conference time! While some Wall Street firms’ conferences are thinly veiled boondoggles to schmooze clients, others can provide investors with data and insight that is difficult to come by. A new research note from Deutsche Bank offers some highlights from the firm’s MIT conference that is now in full swing.

In the report, the analysts focus on some of the well-known, but lower profile Internet stocks that could be poised for big things. With the market feeling toppy at these levels, some of the Deutsche Bank ideas may make outstanding new additions for aggressive growth portfolios. These are four of the top picks at Deutsche Bank.

AOL Inc. (NYSE: AOL) makes the Deutsche Bank list as a top pick Internet stock to buy. The stock has plummeted from the high printed in January and may be offering investors a very solid entry point. Activist investor Starboard Value, which had pressed for a potential merger of the company with Yahoo, seems to have backed away from the idea, which as recently as two months ago they were very big on. The Deutsche Bank team hosted CEO Tim Armstrong at the MIT conference, and he was very positive on the strategy around content and ad technology initiatives.

The Deutsche Bank price target for the stock is $44. The Thomson/First Call consensus price target is set above that at $47. The stock closed trading on Wednesday at $39.76.

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Groupon Inc. (NASDAQ: GRPN) is a company that many on Wall Street feel could be a large beneficiary of an increase in the acceptance and usage of digital coupons. The stock has struggled since the 2011 initial public offering and has traded sideways for almost a year. The Deutsche Bank team reports that the firm expressed confidence in achieving the one- and three-year financial goals, and it was very positive at the conference. They also point out that Groupon is focused on growing selection and driving search-based transactions this year. Accomplishing those items may make the company into a prospective buyout candidate.

The Deutsche Bank price target is $8.50. The consensus target is slightly higher at $8.73. The stock closed trading Wednesday at $8.00 a share.

On Deck Capital Inc. (NYSE: ONDK) is a leading platform for small business loans, and it is committed to increasing main street’s access to capital. OnDeck uses advanced lending technology and analytics to assess creditworthiness based on actual operating performance and not solely on personal credit. OnDeck Score, the company’s proprietary small business credit scoring system, evaluates thousands of data points to deliver a credit decision rapidly and accurately. The Deutsche Bank team sees the shift in acquisition channels and funding sources as a key point to watch and continue in 2015. They also are positive on the strategic partner pipeline with a number of new banks and nonbanks.

The Deutsche Bank price objective is $28, and the consensus target is $25.70. Shares close up almost 10% Wednesday at $18.50.

YuMe Inc. (NYSE: YUME) is a leading provider of digital video brand advertising solutions. Its proprietary data science-driven technologies and large audience footprint drive inventory monetization and enable advertisers to reach targeted, brand receptive audiences across a wide range of Internet-connected devices. Designed to serve the specific needs of brand advertising, YuMe’s technology platform simplifies the complexities associated with delivering effective digital video advertising campaigns in what has become a highly fragmented market.

The Deutsche Bank price target is $7, while the consensus is at $6.63. Shares closed at $5.47 apiece.

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The Deutsche Bank top picks are not for the faint of heart or conservative accounts. They do however, offer aggressive investors some big upside on stocks that are somewhat well-known and established, but that have struggled.

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