In this article, we will be looking at 10 stocks with huge catalysts on the horizon.
When the president of the US leaves a meeting with the Federal Reserve sounding confident that interest rates will fall, investors cannot help but take notice. On July 25, 2025, Donald Trump signaled that the Fed is finally leaning in favor of monetary easing, just as the White House ramps up pressure to accelerate the process. As CNBC reports, the U.S. President believes Fed Chair Jerome Powell is ready to recommend rate cuts. The cuts could potentially shake up equity markets in the coming months.
With futures markets increasingly pricing in a potential cut before year-end, the market is set for a major shift in capital flows. Companies that could benefit from declining rates, such as those engaged in consumer lending, housing, and capital-intensive growth plans, may see a substantial upside in the coming months. The resulting optimism is already attracting big-name investors, and institutional positioning suggests that this is not a speculative move but a strategic one.
In addition to the potential rate cuts, there are companies poised to benefit from some huge catalysts that may either be market-specific, industry-specific, or company-specific. Recognizing these stocks allows investors to make informed decisions with their money.
And so, in this article, we spotlight 10 stocks with massive catalysts on the horizon. Stay with us as we count them down from 10 to 1. The top 5 might bring a change to your portfolio.
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Our Methodology
We have put together our list of 10 stocks with huge catalysts on the horizon by looking at potential industry or company-specific catalysts from credible sources, including the company’s press reports and official news sites such as CNN and CNBC. For ranking the stocks, we have used the hedge fund numbers of each stock for Q1 2025. We gathered this information from the Insider Monkey database.
All the data used in the article was taken from financial databases and analyst reports, with all information updated as of July 28, 2025.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. Enovix Corporation (NASDAQ:ENVX)
Number of Hedge Fund Holders: 23
Enovix Corporation (NASDAQ:ENVX) holds a place among the 10 stocks with huge catalysts on the horizon. The company’s price target rises as it positions itself to benefit from silicon‑anode battery tech for Gen AI edge-device demand.
California-based company, Enovix Corporation (NASDAQ:ENVX), is a developer and manufacturer of high-performance lithium-ion batteries using a proprietary 3D silicon architecture. The company focuses on designing batteries that offer higher energy density and improved safety compared to traditional lithium-ion batteries. These batteries are used in a wide range of applications, including mobile devices, energy storage systems, and electric vehicles.
Using 100% active silicon anode Enovix Corporation (NASDAQ:ENVX) stores more lithium than traditional graphite, thus achieving higher energy density. The company’s AI-1 platform, introduced on July 7, 2025, features this technology, thereby intending to gain demand among next-generation smartphones and other devices requiring higher energy storage for AI functionalities.
Though JP Morgan downgraded the stock from Overweight to Neutral, other analysts like Benchmark Co. maintain their Buy rating. With the company’s Q2 earnings report scheduled for release after the close on July 31, 2025, Benchmark Co. raised the stock’s target price significantly from $15 to $25.
As per the Insider Monkey database, 23 hedge funds hold interest in the stock, reflecting a moderate institutional confidence, while the consensus analyst rating continues to stand at Buy.
9. Arcosa, Inc. (NYSE:ACA)
Number of Hedge Fund Holders: 23
Arcosa, Inc. (NYSE:ACA) earns a spot among our list of 10 stocks with huge catalysts on the horizon. The company is on its way to immensely benefit from increased wind energy infrastructure demand.
Headquartered in Texas, Arcosa, Inc. (NYSE:ACA) manufactures infrastructure-related products and services. Operating in three segments —construction products, engineered structures, and transportation products —the company serves a variety of infrastructure markets, including construction, energy, and transportation.
Arcosa, Inc. (NYSE:ACA)’s Engineered Structures business has been gaining massive orders owing to the rise in the number of grid hardening and reliability initiatives. Specifically, the passage of the Inflation Reduction Act (IRA) has enabled the company to achieve $1.1 billion worth of new orders through 2028. A notable portion of these orders is for wind energy projects expanding in the Southwest.
New towers are being delivered with the help of the new plant introduced in New Mexico in 2024, thus acting on the massive order intakes and strong backlogs. Barclays and Oppenheimer stick to their Buy rating on the stock, despite President Jesse Collins’s significant sale of 8,616 shares of the company’s stock in a transaction valued at $744,388.
With 23 hedge funds backing the stock with a moderate level of institutional interest, Arcosa, Inc. (NYSE:ACA) stands as a worthy candidate to be included in investment decisions.