UBS Global Research Unveils Top 25 US Stock Picks for 2025
UBS Global Research has released its top 25 US stock picks for 2025, highlighting 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 of the key stocks include 3M, which is expected to benefit from a new CEO’s efforts to streamline operations, boost R&D, and improve order fill rates. Amazon’s growth in e-commerce, cloud services, and Prime Video advertising are also central to UBS’s bullish stance.
Cyberark Software, a leader in identity security, is expected to see strong adoption of its platform and potential from its machine identity solutions. Texas Instruments is expected to grow at a rate of over 12% in 2025 as industrial and auto recover.
UBS also expects Dell to be a winner in the AI server market relative to peer HPE, driving revenue growth next year. The brokerage believes that much pessimism is being priced into Ulta shares, and the beauty company could stabilize its business from near-term challenges.
Strategic acquisitions, regulatory clarity, and innovation are also expected to play pivotal roles in driving the performance of these stocks. UBS analysts remain optimistic, citing favorable risk-reward scenarios for all selected companies.
