In this article, we will discuss the 10 Best Large Cap Stocks to Buy According to Analysts.
On July 4, Bruce Campbell, Founder of StoneCastle Investment Management, joined BNN Bloomberg to discuss the outlook on the markets. Campbell discussed how a southern-routed pipeline in Alberta could expedite approval despite potential market delays, while emphasizing that global energy demand and a strategic focus on energy security ensure continued interest in Canadian oil. Turning to precious metals, Campbell characterized the recent gold and silver market decline as an overextended sell-off driven by incremental shifts rather than structural changes, suggesting that current negative sentiment presents a compelling investment opportunity for a potential rebound.
Addressing the technology sector, Campbell noted that recent market sentiment (specifically the Bank of America Global Fund Manager Survey) indicated that the semiconductor trade had become the most overextended in history. He observed that since that survey, the air has come out of the balloon for many hardware companies, even though the underlying businesses continue to demonstrate strong growth. He cautions investors to watch for signs that hyperscalers might begin to cut back on spending or demand lower pricing, which could impact the earnings of cyclical semiconductor companies. Campbell concluded that while there is currently no evidence of a slowdown, hyperscalers could potentially exert pressure on suppliers if technological efficiencies allow them to achieve necessary computing power without purchasing as many new products.
Our Methodology
We used screeners to identify stocks that are trading between $10 billion and $200 billion and have an average upside potential of at least 40%. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Note: All data was sourced on July 7.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10 Best Large Cap Stocks to Buy According to Analysts
10. Nextpower Inc. (NASDAQ:NXT)
Average Upside Potential: 41.48%
Nextpower Inc. (NASDAQ:NXT) is one of the best large cap stocks to buy according to analysts. On June 17, Nextpower announced the global launch of its reimagined NX Gemini two-in-portrait solar tracker system. This expansion of the company’s European solar portfolio also includes the NX Anchor, an integrated foundation system co-engineered for its NX Horizon 1P tracker.
The NX Gemini system utilizes five years of operational experience to offer improved performance, constructability, and cost-effectiveness. It integrates advanced tracker controls and software architecture, providing row-level control, network communications, weather response, and centralized site intelligence to support diverse project needs.
Designed for variable geotechnical conditions, the NX Anchor foundation system offers multiple pile types compatible with standard installation equipment. When used with the NX Horizon 1P tracker, it supports higher clearances and enables faster installation, while TrueCapture technology and specialized agriPV operating modes further enhance energy production.
Nextpower Inc. (NASDAQ:NXT) provides solar trackers, foundations, electrical balance-of-systems, power conversion, energy storage, controls, and software solutions for utility-scale solar and power infrastructure projects.
9. Salesforce Inc. (NYSE:CRM)
Average Upside Potential: 41.58%
Salesforce Inc. (NYSE:CRM) is one of the best large cap stocks to buy according to analysts. On July 8, Salesforce announced that the US Air Force 441st Vehicle Support Chain Operations Squadron is utilizing Missionforce National Security to manage its $13.5 billion fleet. This platform replaces legacy ERP silos, providing a unified, interoperable digital backbone for over 84,000 vehicles across nearly 389 locations.
The implementation enables the squadron to consolidate fragmented logistics into a strategic advantage, improving visibility for commanders and reducing service downtime. By utilizing the Salesforce Government Cloud Plus Defense, the Air Force has gained a scalable, IL5-authorized environment to support global mission readiness and operational control.
Missionforce National Security streamlines asset logistics, accelerates contingency planning, and improves budgeting accuracy through real-time data integration. The squadron is now positioned to leverage predictive analytics and future AI capabilities to automate manual tasks, validate vehicle data, and optimize maintenance schedules.
Salesforce Inc. (NYSE:CRM) is a global enterprise software company that provides CRM and cloud-based business applications across sales, service, marketing, commerce, and data analytics. Its Customer 360 platform, powered by data tools and trusted AI, enables organizations to unify customer data and drive personalized engagement.
8. Advanced Energy Industries Inc. (NASDAQ:AEIS)
Average Upside Potential: 43.36%
Advanced Energy Industries Inc. (NASDAQ:AEIS) is one of the best large cap stocks to buy according to analysts. On June 3, Advanced Energy Industries announced the ADH series of DC-DC converters engineered for next-generation 800 V DC AI data center power architectures. These converters provide industry-leading power density and efficiency to support the transition toward megawatt rack power requirements.
The ADH series converts 800 V DC input into 50 V DC output, achieving a peak power efficiency of 98.2% at multi-MHz switching frequencies. Housed in a standard half-brick package, the units deliver up to 8 kW of peak power and 6 kW of full-load power, maintaining a peak power density exceeding 2,700 W/In3.
Designed for optimal thermal management, the series utilizes liquid-cooled baseplates and supports modular parallel connections for scalable power. When combined with Advanced Energy Industries Inc.’s (NASDAQ:AEIS) existing bus converters and new Hot Swap Control modules, the ADH series offers a comprehensive power solution for high-density AI server environments.
Advanced Energy Industries Inc. (NASDAQ:AEIS) is a global leader in precision power conversion, measurement, and control solutions for mission-critical applications. The company supports diverse industries, including semiconductor, medical, and data center sectors, with four decades of engineering expertise.
7. TTM Technologies Inc. (NASDAQ:TTMI)
Average Upside Potential: 49.22%
TTM Technologies Inc. (NASDAQ:TTMI) is one of the best large cap stocks to buy according to analysts. On June 17, TTM Technologies announced that its Mini-Xinger RF product portfolio has achieved AEC-Q200 qualification. This milestone validates the product line’s conformance to the highest industry standards for passive component reliability, specifically tailored for automotive and high-reliability applications.
The AEC-Q200 accreditation confirms that these components meet rigorous requirements for stress testing, including temperature cycling, mechanical shock, vibration, and humidity. By passing these tests, the Mini-Xinger series demonstrates consistent, long-term performance necessary for operating in the most demanding environments.
Long recognized for its role in satellite navigation and automotive telecommunications, the Xinger brand is increasingly utilized in commercial space applications where thermal stability is essential. This qualification provides customers in these critical markets with assurance regarding the performance and durability of TTM Technologies Inc.’s (NASDAQ:TTMI) specialized RF components.
TTM Technologies Inc. (NASDAQ:TTMI) is a US-based global manufacturer of advanced printed circuit boards (PCBs), RF components, and microelectronic assemblies serving aerospace, defense, automotive, data center, medical, and industrial markets.
6. FTAI Aviation Ltd. (NASDAQ:FTAI)
Average Upside Potential: 50.74%
FTAI Aviation Ltd. (NASDAQ:FTAI) is one of the best large cap stocks to buy according to analysts. On July 7, FTAI Aviation and Aeronautical Engineers announced a collaboration to provide a more cost-effective Boeing 737-800 freighter solution to global airlines. By combining expertise, the partnership aims to deliver customized freighter aircraft at scale while optimizing operating expenses.
The collaboration utilizes FTAI’s specialized engine maintenance capabilities alongside AEI’s leadership in cargo conversion. FTAI Aviation Ltd. (NASDAQ:FTAI) plans to utilize its CFM56 engine platform to provide lower-cycle engines specifically suited for the demands of cargo operations, effectively extending the engine’s lifecycle across various aviation segments.
As the Boeing 737-800 becomes a primary narrowbody freighter, the partnership seeks to address market constraints by integrating conversion expertise with sustainable engine support. This combined approach ensures that airlines have access to reliable, long-term freighter capacity backed by AEI’s extensive history of Supplemental Type Certificates and modifications.
FTAI Aviation Ltd. (NASDAQ:FTAI) is a leading provider of aviation leasing and maintenance services, specializing in CFM56 and V2500 engine aftermarket support.
While we acknowledge the potential of FTAI to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FTAI and that has 100x upside potential, check out our report about the cheapest AI stock.
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