U.S. Top Stock Picks from Analysts

Oracle

Market Cap: US$620.3b

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

Strategy

Market Cap: US$51.4b

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

Atlassian

Market Cap: US$41.9b

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

Charter Communications

Market Cap: US$29.9b

Operates as a broadband connectivity and cable operator company serving residential and commercial customers in the United States.

Nebius Group

Market Cap: US$24.7b

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$20.2b

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

HubSpot

Market Cap: US$19.9b

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

Trade Desk

Market Cap: US$19.4b

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

Figma

Market Cap: US$18.8b

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

Venture Global

Market Cap: US$16.7b

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

Summit Therapeutics

Market Cap: US$14.1b

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

QXO

Market Cap: US$14.0b

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

Bitmine Immersion Technologies

Market Cap: US$13.1b

Operates as a blockchain technology company primarily in the United States.

IREN

Market Cap: US$12.7b

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

Celsius Holdings

Market Cap: US$10.8b

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

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.

Galaxy Digital

Market Cap: US$10.0b

Engages in the digital asset and data center infrastructure businesses.

U-Haul Holding

Market Cap: US$9.6b

Operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada.

Mobileye Global

Market Cap: US$9.5b

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

Fermi

Market Cap: US$9.3b

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$9.1b

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$8.6b

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

Birkenstock Holding

Market Cap: US$8.1b

Engages in the manufacture and sale of footwear products.

VinFast Auto

Market Cap: US$7.9b

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

Liberty Live Group

Market Cap: US$7.4b

Operates as a live entertainment company.

MakeMyTrip

Market Cap: US$7.0b

Operates as a travel service provider in India, the United States, Singapore, Malaysia, Thailand, the United Arab Emirates, Peru, Colombia, Vietnam, Cambodia, and Indonesia.

Liberty Broadband

Market Cap: US$6.8b

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

NuScale Power

Market Cap: US$6.5b

Provides small modular reactor technology solutions.

Pony AI

Market Cap: US$6.2b

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

Vaxcyte

Market Cap: US$6.1b

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

Primo Brands

Market Cap: US$5.9b

Operates as a branded beverage company in North America.

Super Group (SGHC)

Market Cap: US$5.7b

Operates as an online sports betting and gaming operator.

Riot Platforms

Market Cap: US$5.6b

Operates as a Bitcoin mining company in the United States.

Wix.com

Market Cap: US$5.5b

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

Commvault Systems

Market Cap: US$5.3b

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

Core Scientific

Market Cap: US$5.3b

Provides digital asset mining services in the United States.