U.S. Top Stock Picks from Analysts

Microsoft

Market Cap: US$3.0t

Develops and supports software, services, devices, and solutions worldwide.

Oracle

Market Cap: US$444.9b

Offers products and services that address enterprise information technology environments worldwide.

ServiceNow

Market Cap: US$122.1b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Capital One Financial

Market Cap: US$114.1b

Operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom.

MercadoLibre

Market Cap: US$87.6b

Operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.

KKR

Market Cap: US$79.3b

A private equity and real estate investment firm specializing in direct and fund of fund investments.

DoorDash

Market Cap: US$73.8b

Operates a commerce platform that connects merchants, consumers, and dashers in the United States and internationally.

Robinhood Markets

Market Cap: US$69.6b

Operates financial services platform in the United States.

Sea

Market Cap: US$51.9b

Through its subsidiaries, operates as a consumer internet company in Southeast Asia, Latin America, the rest of Asia, and internationally.

Strategy

Market Cap: US$50.9b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

Rocket Companies

Market Cap: US$41.8b

A fintech company, engages in the mortgage, real estate, and personal finance businesses in the United States and Canada.

Roblox

Market Cap: US$41.0b

Operates an immersive platform for connection and communication in the United States and internationally.

Ares Management

Market Cap: US$34.8b

Operates as an alternative asset manager.

Carnival Corporation &

Market Cap: US$34.7b

A cruise company, provides leisure travel services in North America, Australia, Europe, and internationally.

Federal National Mortgage Association

Market Cap: US$30.6b

Provides financing solutions for residential mortgages in the United States.

Fair Isaac

Market Cap: US$28.5b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Reddit

Market Cap: US$27.6b

Operates a digital community in the United States and internationally.

Zscaler

Market Cap: US$25.1b

Operates as a cloud security company worldwide.

LPL Financial Holdings

Market Cap: US$23.5b

Provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States.

SoFi Technologies

Market Cap: US$22.2b

Provides various financial services in the United States, Latin America, Canada, and Hong Kong.

Astera Labs

Market Cap: US$21.7b

Designs, manufactures, and sells semiconductor-based connectivity solutions for cloud and AI infrastructure.

Smurfit Westrock

Market Cap: US$21.0b

Manufactures, distributes, and sells containerboard, corrugated containers, and other paper-based packaging products in North America, South America, Europe, Asia, Africa, Australia, and internationally.

Futu Holdings

Market Cap: US$20.5b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

Atlassian

Market Cap: US$19.8b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Credo Technology Group Holding

Market Cap: US$19.2b

Provides various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications in the United States, Taiwan, Mainland China, Hong Kong, and internationally.

Flutter Entertainment

Market Cap: US$19.2b

Operates as a sports betting and gaming company in the United States, the United Kingdom, Ireland, Australia, Italy, and internationally.

CoStar Group

Market Cap: US$18.6b

Provides information, analytics, and online marketplace services to real estate and related business communities in the United States, Australia, Canada, Europe, the Asia Pacific, and Latin America.

Tencent Music Entertainment Group

Market Cap: US$17.6b

Operates online music entertainment platforms that provides music streaming, online karaoke, and live streaming services in the People’s Republic of China.

Insulet

Market Cap: US$16.2b

Develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.

Affirm Holdings

Market Cap: US$15.8b

Operates payment network in the United States, Canada, and internationally.

Grab Holdings

Market Cap: US$15.7b

Operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.

TPG

Market Cap: US$15.7b

Operates as an alternative asset manager in the United States and internationally.

Federal Home Loan Mortgage

Market Cap: US$15.5b

Operates in the secondary mortgage market in the United States.

QXO

Market Cap: US$14.8b

Distributes roofing, waterproofing and complementary building products in the United States and Canada.

Figma

Market Cap: US$14.3b

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.

IREN

Market Cap: US$14.3b

Operates in the vertically integrated data center business in Australia and Canada.