10 Best Large Cap Stocks to Buy Under $100

In this article, we will discuss the 10 Best Large Cap Stocks to Buy Under $100.

On May 13, Sarat Sethi, DCLA Managing Partner, joined ‘The Exchange’ on CNBC to discuss a notable shift in market sentiment and the emerging opportunities in the software sector. He observed that many investors and traders are moving away from well-capitalized, high-quality companies in favor of quick trades in semiconductors and DRAM names, which he views as more speculative commodity plays. Sethi emphasized that as a long-term, value-oriented compounder investor, he finds the current valuation of software companies particularly attractive. He pointed out that software, which traded at 20x cash flow just a year ago, is now trading at 10x to 12x cash flow, despite maintaining 8% to 10% earnings growth and carrying almost no debt.

Sethi argued that there is an underappreciated synergy between hardware and software, noting that semiconductors will ultimately need software to function effectively. He dismissed fears that software companies are being left behind by AI, asserting that they are actively using the tech and engineers to enhance their products. Sethi also stressed the continued necessity of cybersecurity and interoperability, though he cautioned that investors must remain selective. He believes that it is vital to distinguish between companies with forward-looking management and those that may stagnate and see their cash flows slowly decline. Regarding semiconductors, Sethi expresses caution despite holding exposure in that area. He concluded by noting that the high correlation of semiconductor stocks in ETFs and the current market froth give him pause as a long-term investor, suggesting that the sector may be overheating.

Our Methodology

We used screeners to identify stocks with market caps between $10 billion and $200 billion and a share price below $100. 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 are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2025.

Note: All data was sourced on May 14. 

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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

10 Best Large Cap Stocks to Buy Under $100

10. ​Arch Capital Group Ltd. (NASDAQ:ACGL)

Number of Hedge Fund Holders: 51

​Arch Capital Group Ltd. (NASDAQ:ACGL) is one of the best large cap stocks to buy under $100. On April 28, Arch Capital Group announced a strong start to 2026, reporting net income available to common shareholders of $1.0 billion, or $2.88 per share. This performance marks a significant increase from the $564 million reported in Q1 2025. The company achieved an annualized operating return on average common equity of 15.4%, supported by $901 million in after-tax operating income.

The company’s underwriting results featured a consolidated combined ratio of 81.7%, an improvement over the 90.1% seen in the prior year’s Q1. These results were supported by $200 million in favorable development from prior year loss reserves and a reduction in catastrophic losses, which totaled $174 million compared to higher levels in 2025. While gross premiums written remained relatively stable at $6.4 billion, underwriting income saw a substantial 74.6% increase to $728 million.

In terms of capital management and financial position, ​Arch Capital Group Ltd. (NASDAQ:ACGL) repurchased $783 million of its common shares during the quarter. Book value per common share rose to $66.19 as of March 31, representing a 1.7% increase from the end of 2025. CEO Nicolas Papadopoulo attributed the successful quarter to a disciplined approach to underwriting and capital allocation, noting that the company’s strong balance sheet continues to position it for best-in-class returns.

​Arch Capital Group Ltd. (NASDAQ:ACGL) is an insurance and reinsurance company that provides property, casualty, and mortgage insurance solutions worldwide. The firm operates through 3 segments: Insurance, Reinsurance, and Mortgage, with a strong presence in the US, Europe, and Bermuda.

9. Ventas Inc. (NYSE:VTR)

Number of Hedge Fund Holders: 53

Ventas Inc. (NYSE:VTR) is one of the best large cap stocks to buy under $100. On April 27, Ventas reported strong financial results for Q1 2026, driven primarily by organic growth in its senior housing operating portfolio/SHOP. The company achieved net income attributable to common stockholders of $0.11 per share and Normalized Funds From Operations/FFO of $0.94 per share, a 9% increase compared to the same period in the prior year. Total company net operating income/NOI grew 14% year-over-year, while total same-store cash NOI rose by 9%.

The company’s SHOP segment served as the primary performance driver, delivering a same-store cash NOI increase of more than 15% year-over-year. This growth was supported by a 9% rise in same-store cash operating revenues, 170 basis points of NOI margin expansion, and a 310 basis point improvement in average occupancy. Driven by this positive momentum and a robust pipeline, Ventas raised its 2026 investment volume expectations to $3.0 billion, having already closed $1.7 billion in senior housing investments year-to-date through April.

Backed by strong property performance and recent investment accretion, Ventas Inc. (NYSE:VTR) increased its full-year 2026 guidance, projecting a revised Normalized FFO per share midpoint of $3.86 and an attributable net income per share midpoint of $0.60. The company also enhanced its financial flexibility by strengthening its net debt-to-further adjusted EBITDA ratio to 5.0x, marking its tenth consecutive quarter of sequential improvement.

Ventas Inc. (NYSE:VTR) is a healthcare-focused REIT that owns a portfolio of properties, including senior housing communities, outpatient medical buildings, research centers, hospitals, and other healthcare facilities. The company owns around 1,400 properties across North America and the UK.

8. Crown Castle Inc. (NYSE:CCI)

Number of Hedge Fund Holders: 55

Crown Castle Inc. (NYSE:CCI) is one of the best large cap stocks to buy under $100. On April 22, Crown Castle reported its financial results for Q1 2026, delivering a net income of $151 million, or $0.34 per diluted share, compared to a net loss of $464 million in Q1 2025. This recovery was driven by a reduced impact from losses associated with the pending sale of its Fiber Business. However, site rental revenues fell 5% year-over-year to $961 million, impacted by contract terminations and cancellations from DISH and Sprint, as well as decreases in straight-lined revenues and prepaid rent amortization.

Operationally, the company is progressing toward its transition into a pure-play tower business, with the separation of its Fiber and Small Cell segments largely finalized and the sale anticipated to close in H1 2026. Following the closure, Crown Castle plans to deploy the proceeds to repurchase ~$1 billion in shares and repay ~$7 billion in debt, which is expected to lower annual interest expenses by $120 million.

Crown Castle Inc. (NYSE:CCI) maintained its full-year 2026 outlook, projecting site rental revenues between $3.83 billion and $3.87 billion, net income of $640 million to $920 million, and an AFFO per share range of $4.38 to $4.49. The full-year guidance accounts for a $240 million headwind from the DISH and Sprint cancellations, which will be partially mitigated by an anticipated $55 million in cost savings from a restructuring plan that downsized its tower and corporate workforce.

Crown Castle Inc. (NYSE:CCI) is a Houston-based real estate investment trust (REIT) owning and operating communications infrastructure.

7. Microchip Technology Inc. (NASDAQ:MCHP)

Number of Hedge Fund Holders: 61

Microchip Technology Inc. (NASDAQ:MCHP) is one of the best large cap stocks to buy under $100. On May 7, Microchip reported FQ4 2026 net sales of $1.311 billion, up 35.1% year-over-year, with GAAP EPS of $0.21 and non-GAAP EPS of $0.57, exceeding previous guidance. For the full fiscal year 2026, net sales rose 7.1% to $4.713 billion, generating GAAP net income of $118.8 million ($0.22 per diluted share) and non-GAAP net income of $933.9 million ($1.64 per diluted share).

The company successfully executed its recovery plan, returning $984.0 million to shareholders through dividends and reducing inventory by $320.9 million from its peak in late 2024 to bring days of inventory down to 185 days. Driven by improving demand conditions, normalizing customer inventory, and design wins in data center and AI applications, factory utilization is being increased to capture growing operating leverage.

For FQ1 2027, Microchip Technology Inc. (NASDAQ:MCHP) expects strong momentum to continue, forecasting a net sales midpoint of $1.456 billion, which represents an 11% sequential increase. Q1 non-GAAP gross margins are projected between 62.25% and 63.25%, with non-GAAP EPS expected to rise to a range of $0.67 to $0.71, while full-year capital expenditures will be managed at ~$100 million.

Microchip Technology Inc. (NASDAQ:MCHP) provides smart, connected, and secure embedded control solutions. Its semiconductor products business designs, develops, manufactures, and markets mixed-signal microcontrollers, development tools, analog and interface products, timing and connectivity devices, and memory products.

6. Guardant Health Inc. (NASDAQ:GH)

Number of Hedge Fund Holders: 62

Guardant Health Inc. (NASDAQ:GH) is one of the best large cap stocks to buy under $100. On May 7, Guardant Health reported Q1 2026 total revenue of $301.7 million, a 48% increase year-over-year driven by strong performance across its portfolio. Oncology revenue grew 36% to $205.0 million, Biopharma & Data revenue rose 17% to $53.0 million, and Screening revenue surged over 600% to $41.6 million. The company achieved a GAAP gross margin of 65% and a non-GAAP gross margin of 66%.

Operating expenses rose due to commercial infrastructure expansion and marketing, resulting in a GAAP net loss of $112.1 million ($0.85 per share) and a non-GAAP net loss of $58.7 million ($0.45 per share). The adjusted EBITDA loss was $58.9 million, while free cash flow stood at negative $71.2 million. Guardant Health Inc. (NASDAQ:GH) closed the quarter with $1.2 billion in cash, cash equivalents, restricted cash, and marketable securities.

Key operational milestones included expanding Guardant360 Tissue capabilities, securing FDA companion diagnostic approval for Guardant360 CDx, and partnering with Quest and Manulife. Driven by this momentum, the company raised its full-year 2026 revenue guidance to a range of $1.30 to $1.32 billion, representing 32% to 34% growth over the prior year.

Guardant Health Inc. (NASDAQ:GH) is a precision oncology firm.

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