UBS Global Research has announced its list of 25 U.S. stocks that it believes have strong growth potential for 2025. The selection spans industries like technology, healthcare, and industrials, focusing on companies with unique opportunities and strategies that set them apart from market expectations.
Among the highlighted companies, 3M (NYSE:MMM) stands out as it works under new leadership to streamline operations, invest in research and development, and enhance supply chain efficiency. Amazon.com (NASDAQ:AMZN) is also on the list, with anticipated growth in e-commerce, cloud computing, and Prime Video advertising driving optimism.
CyberArk Software (NASDAQ:CYBR), a leader in identity security, is expected to see significant adoption of its platform, particularly its machine identity solutions. Similarly, Texas Instruments (NASDAQ:TXN) is forecasted to achieve over 12% growth in 2025 as demand in the industrial and automotive sectors rebounds.
Dell Technologies (NYSE:DELL) is another top pick, with UBS projecting it to outpace competitors in the AI server market, particularly within Tier 2 cloud and enterprise segments. Meanwhile, beauty retailer Ulta (NASDAQ:ULTA) is seen as a strong contender to overcome short-term challenges and stabilize its business.
UBS emphasizes that strategic acquisitions, regulatory clarity, and ongoing innovation will play key roles in the performance of these stocks. Analysts remain confident about the favorable risk-reward profiles of all the companies on their list.
Other notable names include Alaska Air Group (NYSE:ALK), American Tower (NYSE:AMT), Amphenol (NYSE:APH), Aritzia (OTC:ATZAF), CenterPoint Energy (NYSE:CNP), Cognex (NASDAQ:CGNX), Comfort Systems USA (NYSE:FIX), 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 of America (NYSE:RGA), and Sarepta Therapeutics (NASDAQ:SRPT).
