UBS Global Research's Top 25 U.S. Stock Picks for 2025

UBS Global Research has revealed its top 25 U.S. stock picks for 2025, focusing on companies with potential upside based on proprietary data and unique insights that diverge from market consensus. The selected firms span the technology, healthcare, and industrial sectors, presenting opportunities for growth and value in the coming year.

Key Stocks

• 3M Company (NYSE:MMM): Under new leadership, 3M is working to streamline operations, enhance R&D, and improve order fill rates.

• Amazon.com (NASDAQ:AMZN): UBS is optimistic about Amazon’s growth prospects in e-commerce, cloud services, and Prime Video advertising.

• CyberArk Software (NASDAQ:CYBR): As a leader in identity security, CyberArk is expected to see strong platform adoption and growth in machine identity solutions.

• Texas Instruments (NASDAQ:TXN): Projected to grow at a rate of over 12% in 2025 as industrial and automotive sectors recover.

• Dell (NYSE:DELL): Anticipated to thrive in the AI server market compared to peers like HPE, particularly in Tier 2 Cloud and Enterprise markets.

• Ulta: UBS sees over-exaggerated pessimism in Ulta's shares and believes the beauty company can stabilize amid current challenges.

Additional Notes

UBS emphasizes the importance of strategic acquisitions, regulatory clarity, and innovation in enhancing these stocks’ performance. The analysts are confident, noting favorable risk-reward scenarios for all selected companies.

Remaining Stocks Listed

• 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)