U.S. Top Stock Picks from Analysts

Oracle

Market Cap: US$439.6b

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

Alibaba Group Holding

Market Cap: US$292.4b

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.

ServiceNow

Market Cap: US$130.1b

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

MercadoLibre

Market Cap: US$90.6b

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

KKR

Market Cap: US$81.4b

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

Robinhood Markets

Market Cap: US$69.4b

Operates financial services platform in the United States.

Sea

Market Cap: US$54.5b

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

Roblox

Market Cap: US$45.0b

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

Strategy

Market Cap: US$44.8b

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

CoreWeave

Market Cap: US$38.4b

Operates as a cloud infrastructure technology company in the United States.

Federal National Mortgage Association

Market Cap: US$36.7b

Provides financing solutions for residential mortgages in the United States.

Ares Management

Market Cap: US$36.2b

Operates as an alternative asset manager.

Reddit

Market Cap: US$26.6b

Operates a digital community in the United States and internationally.

Nebius Group

Market Cap: US$24.0b

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

Atlassian

Market Cap: US$22.1b

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

Tencent Music Entertainment Group

Market Cap: US$21.1b

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

Astera Labs

Market Cap: US$20.3b

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

Credo Technology Group Holding

Market Cap: US$20.3b

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.

Futu Holdings

Market Cap: US$20.0b

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

Flutter Entertainment

Market Cap: US$19.7b

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

DiDi Global

Market Cap: US$19.6b

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

Federal Home Loan Mortgage

Market Cap: US$18.2b

Operates in the secondary mortgage market in the United States.

Affirm Holdings

Market Cap: US$17.2b

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

TPG

Market Cap: US$16.5b

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

Grab Holdings

Market Cap: US$16.3b

Engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.

QXO

Market Cap: US$15.4b

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

Blue Owl Capital

Market Cap: US$15.4b

Operates as an alternative asset manager in the United States.

IonQ

Market Cap: US$13.1b

Develops quantum computing systems in the United States, Switzerland, and Internationally.

BridgeBio Pharma

Market Cap: US$12.7b

A biopharmaceutical company, discovers, develops, and delivers medicines for patients with genetic diseases.

IREN

Market Cap: US$12.2b

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

Summit Therapeutics

Market Cap: US$11.7b

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

Rubrik

Market Cap: US$11.4b

Provides data security solutions to individuals and businesses worldwide.

AeroVironment

Market Cap: US$11.4b

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.

Celsius Holdings

Market Cap: US$11.0b

Develops, processes, manufactures, markets, sells, and distributes functional energy drinks in the United States, North America, Europe, the Asia Pacific, and internationally.

Zillow Group

Market Cap: US$11.0b

Zillow Group operates a real estate application and website that connects consumers with technology, agents and loan officers, and digital solutions in the United States.

Equitable Holdings

Market Cap: US$11.0b

Together with its consolidated subsidiaries, operates as a diversified financial services company worldwide.