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.
8. Sweetgreen, Inc. (NYSE:SG)
Number of Hedge Fund Holders: 27
Sweetgreen, Inc. (NYSE:SG) found its way into our list of 10 stocks with huge catalysts on the horizon. Mixed analyst ratings on the stock amid investment in Infinite Kitchen technology and health-food headwinds.
Sweetgreen, Inc. (NYSE:SG) is a fast-casual restaurant chain specializing in serving healthy, plant-forward food, primarily salads and warm bowls. Operating from its headquarters in California, the company places importance on fresh, locally sourced ingredients, made from scratch in its restaurants. The company prioritizes sustainability and aims to be carbon neutral by the end of 2027.
On June 4, 2025, Sweetgreen, Inc. (NYSE:SG) participated in the 45th Annual William Blair Growth Stock Conference and discussed its strategic decisions. Part of it involves significantly expanding its restaurant count with a focus on technology-driven locations like the Infinite Kitchen – an automated food preparation system. Additionally, it also intends to benefit from the ongoing healthy foods trend with the help of its SG rewards program on its digital platform and Suite Lane drive-thru, which achieved same-store sales growth of 20%.
However, Morgan Stanley lowered its price target on the stock from $22 to $17 while maintaining an Equal Weight rating, following a drop in Q2 sales by 6.65%. Barclays, while maintaining the same rating, raised its target from $16 to $17.
Hence, with growth potential and mixed analyst sentiment, the institutional confidence in Sweetgreen, Inc. (NYSE:SG) stands modest at 27 hedge funds having an ownership stake in the company.
7. iRhythm Technologies, Inc. (NASDAQ:IRTC)
Number of Hedge Fund Holders: 31
iRhythm Technologies, Inc. (NASDAQ:IRTC) ranks among the list of 10 stocks with huge catalysts on the horizon. The FDA clearance for the Zio AT device upgrades signals the potential for further innovation and stock growth.
Based in California, iRhythm Technologies, Inc. (NASDAQ:IRTC) is a digital healthcare company focused on transforming cardiac arrhythmia detection through wearable biosensors and cloud-based data analytics. Zio by iRhythm platform, the company’s flagship product, makes use of a wearable biosensor patch and cloud-based analytics for monitoring heart rhythms for extended periods, aiding in the diagnosis of cardiac arrhythmias.
iRhythm Technologies, Inc. (NASDAQ:IRTC) recently got the FDA 510(k) clearance for design modifications and labeling updates to its Zio AT device – a prescription-only mobile cardiac telemetry (MCT) system used for long-term ECG monitoring of both symptomatic and asymptomatic heart events. The clearance, effective from 2025, allows the device to remain commercially available in the U.S. Following the clearance, the company also launched Zio ECG Recording and Analysis System in Japan in May 2025, with nationwide availability anticipated by July 2025.
Following these developments, Robert W. Baird maintained a Buy rating on the stock with a price target of $160. With a 1.17% uptick in its weekly performance, the stock had a closing price of $137.11 as of July 28, 2025.
Insider Monkey database reported 31 hedge funds holding stakes in iRhythm Technologies, Inc. (NASDAQ:IRTC), reflecting a modest level of institutional confidence.
6. MoonLake Immunotherapeutics (NASDAQ:MLTX)
Number of Hedge Fund Holders: 38
MoonLake Immunotherapeutics (NASDAQ:MLTX) earned a rank among our list of 10 stocks with huge catalysts on the horizon. The company speeds up the clinical momentum with phase 3 trials, expanded indications, and upcoming data readouts.
MoonLake Immunotherapeutics (NASDAQ:MLTX) is a Switzerland-based clinical-stage biopharmaceutical company specializing in developing next-level medicines for immunologic diseases. The company’s primary and novel asset is Sonelokimab (also known as M1095 or ALX-0761), an investigational Nanobody® that aims to treat inflammatory diseases by independently inhibiting the naturally occurring IL-17 A/A, A/F, and F/F dimers that drive inflammation.
MoonLake Immunotherapeutics (NASDAQ:MLTX) is advancing Sonelokimab, a novel Nanobody® targeting IL-17A/A, A/F, and F/F dimers, into late-stage development for immunologic diseases. The results of the Phase 3 VELA trials launched in May 2025 for hidradenitis suppurativa are expected to arrive in mid-2025. Positive Phase 2 results in psoriatic arthritis support the Phase 3 IZAR program starting in Q4 2024 and are expected to have their primary endpoint readout (week 16) in the first half of 2026.
The company is also pursuing new indications, including palmoplantar pustulosis and axial spondyloarthritis, with multiple trials underway, while having scheduled the Q2 2025 results for August 7.
A modest level of institutional confidence is seen in the stock, with 38 hedge funds holding stakes in the company.
5. Zeta Global Holdings Corp. (NYSE:ZETA)
Number of Hedge Fund Holders: 40
Zeta Global Holdings Corp. (NYSE:ZETA) joins our list of 10 stocks with huge catalysts on the horizon. The company unveils next-gen AI marketing tools, sets bold 2028 financial targets ahead of Q2 earnings.
Headquartered in New York City, Zeta Global Holdings Corp. (NYSE:ZETA) is a marketing technology company offering AI-powered multichannel marketing solutions. The company’s Zeta Marketing Platform utilizes a proprietary database of 2.4 billion identities to drive campaign personalization, customer acquisition, and retention for many clients, including FedEx.
AI Agent Studio launched in March 2025, and Zeta Answers launched in June 2025, strengthening the company’s lead in Agentic Marketing. Zeta Global Holdings Corp. (NYSE:ZETA) has set a 2028 target that aims for $2.1 billion in revenue and $525 million in EBITDA, expected to be achieved via leadership expansion, including Ed See as the new Chief Growth Officer and Pamela Lord as President of Customer Relationship Management, and consistent AI innovations.
With analysts including Craig-Hallum, Canaccord Genuity, and Truist Financial maintaining Buy ratings on the stock, Zeta Global Holdings Corp. (NYSE:ZETA) has scheduled Q2 2025 earnings on August 5, 2025, following 15 straight quarters of beat-and-raise results.
The company also increases its appeal to investors with a solid institutional interest signalled by 40 hedge fund holders holding stakes.
4. Kenvue Inc. (NYSE:KVUE)
Number of Hedge Fund Holders: 52
Kenvue Inc. (NYSE:KVUE) earns a spot among our list of 10 stocks with huge catalysts on the horizon. The company names an interim CEO and launches a strategic review as sales decline, sparking investor pressure.
Based in New Jersey, Kenvue Inc. (NYSE:KVUE) is a global consumer health leader. Operating in over 165 countries, the company serves more than 1.2 billion people. Its portfolio includes iconic brands such as Tylenol, Neutrogena, Listerine, and Aveeno that have gained the trust of consumers and healthcare professionals spanning retail, pharmacy, and digital health channels in key markets like North America, Europe, and Asia.
Kenvue Inc. (NYSE:KVUE) is undergoing a major leadership transition and undertaking strategic changes to address underperformance and unlock shareholder value. The company appointed Kirk Perry as interim CEO in July 2025. Along with this decision, it is reviewing brand divestitures and execution strategies after a 4.2% organic sales decline in preliminary Q2 2025 results.
The review is targeted towards portfolio optimization and operational efficiency, amid activist investor pressure and an equity valuation gap versus peers. Potential brand sales, including those of Clean & Clear and Dr.Ci:Labo, could streamline operations. With full Q2 earnings expected on August 7, the change in CEO and strategic decisions could potentially shape market expectations.
Investor confidence in the stock remains high, with 52 hedge fund holders, as recorded by Insider Monkey, holding ownership in the company.
3. Insmed Incorporated (NASDAQ:INSM)
Number of Hedge Fund Holders: 64
Insmed Incorporated (NASDAQ:INSM) holds a position among the list of 10 stocks with huge catalysts on the horizon. The company eyes Brensocatib approval by August 12, and its TPIP Phase 3 and $750 million funding bolsters pipeline momentum.
New Jersey-based company, Insmed Incorporated (NASDAQ:INSM), is a global biopharmaceutical company developing life‑altering therapies for serious and rare diseases. The company targets pulmonary and inflammatory disorders with its pipeline, including Arikayce®, Brensocatib, and TPIP, and has a global presence, with operational regions spanning the United States, Europe, and Japan.
With a PDUFA date set for August 12, 2025, Insmed Incorporated (NASDAQ:INSM) is nearing a pivotal FDA decision for brensocatib. If approved, brensocatib would launch immediately in the U.S. for non-cystic fibrosis bronchiectasis. Positive Phase 2b results for TPIP support planned Phase 3 trials in PAH and PH-ILD, targeting multi-billion-dollar markets.
Also, in June 2025, the company raises $750 million in equity, securing capital for development and commercialization. Multiple clinical readouts (ARIKAYCE and brensocatib in new indications) are expected in 2025–2026. The strong pipeline in respiratory and inflammatory diseases positions the company for transformative growth in the high unmet-need segments.
The strong hedge fund backing, as noted by Insider Monkey, signals growing institutional confidence for Insmed Incorporated (NASDAQ:INSM), suggesting significant upside potential.
2. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holders: 67
Corning Incorporated (NYSE:GLW) joins our handpicked list of 10 stocks with huge catalysts on the horizon. The company targets $4 billion in growth via AI-driven optics, the Broadcom deal, and next-gen Gorilla Glass.
Corning Incorporated (NYSE:GLW), headquartered in New York, is a global innovator in glass, ceramics, and optical physics. The company’s materials science solutions power display technologies, optical communications, life sciences, and advanced mobility markets. With a history of invention spanning more than 170 years, the company supplies critical components for AI data centers, mobile devices, and broadband infrastructure.
Corning Incorporated (NYSE:GLW) is speeding up toward $4 billion in added sales and a 20% operating margin by 2026 through major AI and mobile tech innovations. The company’s collaborations like the Broadcom CPO deal, plus new products such as Gorilla Glass Ceramic 2 and GlassWorks AI™ Solutions, support Corning Incorporated (NYSE:GLW)’s growth in smartphones and data centers.
With Q2 2025 earnings due July 29 and strong analyst expectations, the company’s performance will gauge its effectiveness in capturing demand across telecom, AI infrastructure, and consumer electronics. At present, the company’s dual focus on durable materials and optical connectivity positions it as a significant player in the evolving tech supply chains.
The company’s solid hedge fund presence indicates institutional trust, as Corning Incorporated (NYSE:GLW) is poised for substantial corporate progress and value growth.
1. SharkNinja, Inc. (NYSE:SN)
Number of Hedge Fund Holders: 69
SharkNinja, Inc. (NYSE:SN) holds a spot among our list of 10 stocks with huge catalysts on the horizon. Amid strategic market shifts, the company gears up for Q2 earnings and global product expansions.
SharkNinja, Inc. (NYSE:SN) is a global product design and technology firm behind leading consumer appliance brands Shark and Ninja. Based in Massachusetts, the company holds a comprehensive portfolio inclusive of cleaning, cooking, beauty, and home environment categories, and launches ~25 new products annually. The company primarily operates in North America and Europe.
The company is scheduled to report Q2 2025 earnings on August 7. Key updates on tariff strategies and recent product performance are expected in the report as the company continues to target aggressive expansion through its recently launched innovations like Ninja FlexFlame and Shark FlexBreeze.
With a goal to enter two new subcategories each year and shift to direct-to-consumer models in select international markets, SharkNinja, Inc. (NYSE:SN) is actively strengthening its global footprint.
Analyst sentiment for the stock remains positive with Oppenheimer maintaining an Outperform rating while raising the price target from $120 to $135 and JP Morgan maintaining a Buy rating on the stock with a price target increased from $108 to $144.
SharkNinja, Inc. (NYSE:SN) attracts hefty institutional support with 69 hedge fund holders holding stakes in the company, increasing the attractiveness of the stock to investors.
While we acknowledge the potential of SN 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 SN and that has 100x upside potential, check out our report about this cheapest AI stock.
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