Investing.com — UBS Global Research unveiled its top 25 U.S. stock picks for 2025, emphasizing companies with potential upside driven by proprietary data and differentiated views from market consensus. The selection includes firms across technology, healthcare, and industrial sectors, offering opportunities for growth and value in the upcoming year.
Some key stocks are such as 3M Company (NYSE:MMM), efforts of which were noted by UBS under a new CEO to streamline operations, boost R&D, and improve order fill rates.
Amazon.com (NASDAQ:AMZN) could be benefitted by anticipated growth in e-commerce, cloud services, and Prime Video advertising are central to UBS’s bullish stance.
For CyberArk Software (NASDAQ:CYBR), a leader in identity security, UBS predicts strong adoption of its platform and potential from its machine identity solutions. Texas Instruments (NASDAQ:TXN) Inc is expected to grow a quite strong at more than 12% rate in 2025 as industrial and auto recover.
Brokerage said Dell (NYSE:DELL) should be a winner in the AI server market relative to peer HPE across Tier 2 Cloud and Enterprise markets driving revenue growth next year.
UBS said too much pessimism is being priced into Ulta shares, and the beauty company could stabilize its business from the near-term challenges it faces today.
The brokerage also notes that strategic acquisitions, regulatory clarity, and innovation will play pivotal roles in driving these stocks’ performance. UBS analysts remain optimistic, citing favorable risk-reward scenarios for all selected companies.
The remaining stocks listed by UBS were Alaska Air (NYSE:ALK) Group, American Tower (NYSE:AMT), Amphenol (NYSE:APH), Aritzia (OTC:ATZAF), CenterPoint Energy (NYSE:CNP), Cognex (NASDAQ:CGNX), Comfort Systems (NYSE:FIX) USA, ConocoPhillips (NYSE:COP), Elevance Health, Energy Transfer (NYSE:ET), First Citizens BancShares, First Solar (NASDAQ:FSLR), Keurig Dr Pepper (NASDAQ:KDP), Legend Biotech, Mastercard (NYSE:MA), Oracle (NYSE:ORCL), Reinsurance Group (NYSE:RGA) of America, Sarepta Therapeutics (NASDAQ:SRPT).