Financial analyst names the most promising companies in the US market in 2025

Jorin Timmer, global economics director at Fidelity Management and Research, shared his forecast for the stock market in 2025, as his analysis reflects cautious optimism, focusing on potential growth and significant risks. Timmer described 2024 as the “Goldilocks” year for US stock returns, a story from English folklore, and according to the “Insider Monkey” website, the year is characterized by strong earnings growth and rising valuations.

The Standard & Poor’s 500 index saw a significant increase, closing the year with a gain of about 28%, reaching an all-time high. This performance was driven by strong earnings from large companies, especially the so-called “Giant Seven” stocks, whose growth has had a significant impact on overall market dynamics. Looking ahead to 2025, Timmer maintained a bullish stance on stocks, but warned that investors should not expect returns that match the amazing gains of the previous two years. He noted that while earnings expectations remain strong, especially for large-cap stocks, valuations are overvalued, currently sitting in the 90th percentile historically. This suggests that further significant expansion in price-to-earnings ratios could lead to a bubble scenario, which he believes is unlikely. He expects continued earnings growth to support stock prices in 2025.

For example, relying too heavily on a few large-cap stocks poses a risk; if these stocks falter, it could drag down the overall market performance despite broader participation from other stocks.

Secondly, while he does not expect a return to the high inflation rates of past decades, he warns that higher inflation could lead to higher interest rates, which could negatively impact the stock market.

With that said, let’s take a look at the 10 stocks that will make you rich in 2025, according to analysts’ forecasts:

1- Viking Therapeutics.

2- “Core Energy”: is a company that works in the field of hydrocarbon exploration and hydraulic fracturing in the Williston Basin in North Dakota and Montana. It is organized in Delaware and is headquartered in Houston, Texas, and has an office in Williston, North Dakota. The company was previously known as Oasis Petroleum.

3- Celsius Holdings: is an American company that produces a range of fitness and energy drinks under the brand name Celsius.

4- Monolithic Power Systems, Inc. is a publicly traded American company headquartered in Kirkland, Washington. It operates in more than 15 locations around the world.

5- Nubank is a new Brazilian bank headquartered in São Paulo, Brazil. It is the largest financial technology bank in Latin America.

6- Uber: the American ride-hailing company, is an American multinational technology company on the Internet, headquartered in San Francisco, California, and the Kingdom of Saudi Arabia is a major shareholder.

7- Corcept Therapeutics Inc. It is a pharmaceutical company that discovers, develops and markets drugs for the treatment of metabolic, psychiatric and oncological disorders.

8- Mercado Libre: It is an Argentine company headquartered in Montevideo, Uruguay and incorporated in Delaware, USA.

9- Vertex Pharmaceuticals: It is an American biopharmaceutical company headquartered in Boston, Massachusetts.

10- TG Therapeutics Inc. is a company specialized in the field of clinical-stage biopharmaceuticals.