U.S. Top Stock Picks from Analysts

Sea

Market Cap: US$73.5b

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

Roblox

Market Cap: US$66.2b

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

Strategy

Market Cap: US$53.1b

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

Atlassian

Market Cap: US$42.6b

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

DiDi Global

Market Cap: US$24.4b

Operates a mobility technology platform that provides various mobility and other services in the People's Republic of China, Brazil, Mexico, and internationally.

Nebius Group

Market Cap: US$23.6b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Circle Internet Group

Market Cap: US$20.8b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

HubSpot

Market Cap: US$20.6b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Figma

Market Cap: US$19.5b

Develops a browser-based tool for designing user interfaces that helps design and development teams build various products.

Trade Desk

Market Cap: US$19.0b

Operates as a technology company in the United States and internationally.

Venture Global

Market Cap: US$14.9b

Engages in the development, construction, and production of natural gas liquefaction and export projects near the U.S.

Summit Therapeutics

Market Cap: US$13.8b

A biopharmaceutical company, focuses on discovery, development, and commercialization of patient, physician, caregiver, and societal friendly medicinal therapies.

IREN

Market Cap: US$12.4b

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

AeroVironment

Market Cap: US$12.2b

Designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.

Galaxy Digital

Market Cap: US$11.5b

Engages in the digital asset and data center infrastructure businesses.

BioMarin Pharmaceutical

Market Cap: US$10.3b

A biotechnology company, engages in the development and commercialization of therapies for life-threatening rare diseases and medical conditions in the United States, Europe, Latin America, the Middle East, the Asia Pacific, and internationally.

Mobileye Global

Market Cap: US$9.6b

Develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide.

Fermi

Market Cap: US$9.4b

Fermi America (Nasdaq: FRMI) is pioneering the development of next-generation electric grids that deliver highly redundant power at gigawatt scale, required to create next-generation artificial intelligence.

Corcept Therapeutics

Market Cap: US$9.0b

Engages in discovery and development of medication for the treatment of severe endocrinologic, oncologic, metabolic, and neurologic disorders in the United States.

Aurora Innovation

Market Cap: US$8.7b

Operates as a self-driving technology company in the United States.

Doximity

Market Cap: US$8.5b

Operates as a digital platform for medical professionals in the United States.

Sprouts Farmers Market

Market Cap: US$7.8b

Engages in the retailing of fresh, natural, and organic food products in the United States.

VinFast Auto

Market Cap: US$7.7b

Engages in the design and manufacture of electric vehicles (EV), e-scooters, and e-buses in Vietnam, Canada, and the United States.

Liberty Broadband

Market Cap: US$7.1b

Engages in a range of communications businesses in the United States.

Pony AI

Market Cap: US$6.4b

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China, the United States, and internationally.

NuScale Power

Market Cap: US$6.2b

Provides small modular reactor technology solutions.

Waystar Holding

Market Cap: US$5.8b

Develops a cloud-based software solution for healthcare payments.

Riot Platforms

Market Cap: US$5.8b

Operates as a Bitcoin mining company in the United States.

Wix.com

Market Cap: US$5.8b

Operates a cloud-based web development platform for registered users and creators worldwide.

Primo Brands

Market Cap: US$5.7b

Operates as a branded beverage company in North America.

Vaxcyte

Market Cap: US$5.7b

A clinical-stage vaccine innovation company, develops conjugate and novel protein vaccines to prevent or treat bacterial infectious diseases.

Super Group (SGHC)

Market Cap: US$5.7b

Operates as an online sports betting and gaming operator.

Life Time Group Holdings

Market Cap: US$5.7b

Provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada.

Commvault Systems

Market Cap: US$5.4b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

Core Scientific

Market Cap: US$5.4b

Provides digital asset mining services in the United States.

Webull

Market Cap: US$5.0b

Operates as a digital investment platform.