In this article, we will discuss the 11 High-Flying Stocks to Buy Right Now.
Morgan Stanley highlighted that after 3 strong years for stocks, it seems that the bull market might be maturing. That being said, it is not demonstrating signs of exhaustion. The investment firm believes that stocks might further witness an increase in 2026, stemming from supportive monetary policy from the US Fed and a continuation of the AI-led rally.
Also, the US consumer spending trends, volatility related to the US midterm elections, corporate reform in Japan, etc., can offer opportunities to investors.
Growth Drivers for 2026
Morgan Stanley believes that since the current path of the US Fed seems to be dovish, a policy-triggered downturn is not likely to be a possibility. The US equities perform well in the rate-cutting environment, and the favourable impact of the 2025 cuts might be felt in 2026.
Fiscal policy can also support stocks in 2026. The consumer stimulus through the US federal tax funds can garner more than $170 billion in relief from policies, including the elimination of taxes on overtime and tips, and changes to other tax deductions, as well as extensions.
Next, deregulation continues to unlock lending capacity in the broader financial sector throughout regions. The investment firm believes that this is another form of stimulus.
Amidst such factors, we will now have a look at 11 High-Flying Stocks to Buy Right Now.
Our Methodology
To list the 11 High-Flying Stocks to Buy Right Now, we used a screener to shortlist stocks that outperformed the S&P 500 over the past 6 months. Next, we narrowed down our list to the ones in which analysts see upside to. Finally, the stocks are ranked in an ascending order of their average upside potential, as of January 25. We also mentioned the hedge fund sentiments around each stock, as of Q3 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11 High-Flying Stocks to Buy Right Now
11. American Healthcare REIT, Inc. (NYSE:AHR)
6-Month Performance: ~25%
Average Upside Potential: ~20%
Number of Hedge Fund Holders: 26
American Healthcare REIT, Inc. (NYSE:AHR) is one of the High-Flying Stocks to Buy Right Now. On January 20, Truist analyst Michael Lewis reduced its price objective on the company’s stock to $52 from $53, while keeping a “Buy” rating, as reported by The Fly. Notably, the firm made adjustments in the ratings and targets across the broader real estate investment trust group in relation to the 2026 outlook.
Furthermore, the firm is “Neutral” on REITs for 2026. It highlighted that the fundamentals have been improving amidst slowing new supply as well as steady demand when it comes to high-quality assets.
That being said, the analyst believes that the stocks are not particularly cheap. Overall, the firm remains relatively bullish on healthcare, industrial, strip retail, gaming, and lodging REITs. It is neutral on manufactured housing, multifamily, self-storage, and triple net. However, Truist is relatively cautious on mall and office.
In a different release, Michael Goldsmith from UBS maintained a “Buy” rating on American Healthcare REIT, Inc. (NYSE:AHR)’s stock with a price objective of $56.00.
American Healthcare REIT, Inc. (NYSE:AHR) is a real estate investment trust that acquires, owns, and operates a diversified portfolio of clinical healthcare real estate.
10. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
6-Month Performance: ~37.2%
Average Upside Potential: ~22.9%
Number of Hedge Fund Holders: 194
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the High-Flying Stocks to Buy Right Now. On January 23, Reuters reported that Taiwan plans to make more semiconductor investment in Arizona, which will strengthen its ties with the US. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to invest $165 billion in Arizona’s capital. This will be used for developing factories.
Notably, Taiwan and the US reached a deal, resulting in the US reducing tariffs on Taiwanese goods to 15% from 20%. Reuters highlighted that Taiwan companies would be investing $250 billion to drive production of semiconductors, energy, and AI in the US. Also, Taiwan will be guaranteeing an additional $250 billion in credit to enable further investment.
Elsewhere, on January 15, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stated that its business in Q4 2025 was aided by healthy demand for its leading-edge process technologies. It saw consolidated revenue of NT$1,046.09 billion and net income of NT$505.74 billion. On a YoY basis, Q4 2025 revenue rose 20.5%, with net income and diluted EPS rising by 35.0%. In Q1 2026, revenue is expected to be US$34.6 billion – US$35.8 billion.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and other semiconductor devices.
9. Sterling Infrastructure, Inc. (NASDAQ:STRL)
6-Month Performance: ~37.0%
Average Upside Potential: ~25%
Number of Hedge Fund Holders: 25
Sterling Infrastructure, Inc. (NASDAQ:STRL) is one of the High-Flying Stocks to Buy Right Now. On January 23, Cantor Fitzgerald initiated coverage of the company’s stock with an “Overweight” rating and a price objective of $413, as reported by The Fly. As per the analyst, the broader Engineering & Construction sector is expected to witness a multi-year investment cycle. This is backed by electrification, grid modernization, energy transition initiatives, as well as elevated levels of power demand due to the data centers and reshoring.
Also, higher utility capex has been resulting in record backlogs. This offers robust near-term revenue visibility as well as a durable long-term project pipeline. The firm opines that Sterling Infrastructure, Inc. (NASDAQ:STRL) is a transformed infrastructure contractor, which transitioned its portfolio towards higher-margin, mission-critical markets, such as semiconductors, data centers, and advanced manufacturing.
Sterling Infrastructure, Inc. (NASDAQ:STRL)’s acquisition of CEC enhances its integrated site development as well as electrical capabilities. This helps in broadening the scope, improving the project sequencing, and aiding incremental margin synergies.
Sterling Infrastructure, Inc. (NASDAQ:STRL) is engaged in the provision of e-infrastructure, transportation, and building solutions.
8. Sanmina Corporation (NASDAQ:SANM)
6-Month Performance: ~54.6%
Average Upside Potential: ~31.4%
Number of Hedge Fund Holders: 29
Sanmina Corporation (NASDAQ:SANM) is one of the High-Flying Stocks to Buy Right Now. On January 27, Argus lifted its price objective on the company’s stock to $200 from $170, while keeping a “Buy” rating, as reported by The Fly. As per the analyst, the firm appreciated Sanmina Corporation (NASDAQ:SANM)’s Q1 2026 earnings beat. Also, it noted the company’s strong manufacturing presence in the Americas.
The firm further added that tariffs have not significantly impacted the company. Considering the agile manufacturing infrastructure as well as global footprint, it remains well-placed.
In a separate release, on January 26, Sanmina Corporation (NASDAQ:SANM) released its Q1 2026 results, with revenues coming at $3.19 billion and GAAP diluted EPS at $0.89, amidst strong Communications Networks and Cloud & AI Infrastructure end-markets. This was aided by demand for AI-driven hardware. For Q2 2026, Sanmina Corporation (NASDAQ:SANM) expects revenue of between $3.1 billion – $3.4 billion and non-GAAP diluted EPS of $2.25 – $2.55.
Sanmina Corporation (NASDAQ:SANM) is an integrated manufacturing solutions provider. Notably, it caters to the growing segments of global Electronics Manufacturing Services (EMS) market.
7. InterDigital, Inc. (NASDAQ:IDCC)
6-Month Performance: ~47.3%
Average Upside Potential: ~43.7%
Number of Hedge Fund Holders: 35
InterDigital, Inc. (NASDAQ:IDCC) is one of the High-Flying Stocks to Buy Right Now. On January 20, the company announced its outlook for FY 2026, with revenue of between $675 million – $775 million, and adjusted EBITDA of $381 million – $477 million. InterDigital, Inc. (NASDAQ:IDCC) highlighted the addition of a new license agreement with LG Electronics. It also announced a smartphone renewal with a well-established Chinese vendor. For FY 2026, InterDigital, Inc. (NASDAQ:IDCC) expects diluted EPS of between $5.77 – $8.51.
Elsewhere, on January 20, the company highlighted that a new agreement with LG Electronics licenses LG’s computer display monitors and digital TVs under InterDigital, Inc. (NASDAQ:IDCC)’s joint licensing program with Sony. Notably, it also includes licenses to technologies such as ATSC 3.0, Wi-Fi, and video codecs.
On January 20, Roth Capital reiterated a “Buy” rating on the company’s stock with a price objective of $425. The firm noted the company’s agreement with LG.
InterDigital, Inc. (NASDAQ:IDCC) operates as a global R&D company that focuses on wireless, visual, AI, and related technologies.
6. AppLovin Corporation (NASDAQ:APP)
6-Month Performance: ~44.0%
Average Upside Potential: ~47.6%
Number of Hedge Fund Holders: 110
AppLovin Corporation (NASDAQ:APP) is one of the High-Flying Stocks to Buy Right Now. On January 20, Citi analyst Jason Bazinet maintained a “Buy” rating on the company’s stock, setting a price objective of $820.00. The analyst’s rating comes off the back of AppLovin Corporation (NASDAQ:APP)’s Axon-driven e-Commerce momentum, as well as improvement in customer quality.
The analyst further noted a significant increase in the number of e-Commerce clients utilizing Axon over a short period, and growth in Axon’s penetration among Shopify merchants. The significant share of Axon’s Shopify clients is U.S.-based, highlighted the analyst. This metric is being viewed positively by the analyst, considering the depth and monetization potential.
In a separate release, on January 14, Evercore ISI analyst Robert Coolbrith initiated coverage on AppLovin Corporation (NASDAQ:APP)’s stock at an “Outperform” rating and a price objective of $835. As per the analyst, the company is a dominant mobile gaming ad‑tech platform, which possesses an emerging e-commerce performance channel. Both mobile gaming and e-commerce ad spend can sustain over 30% revenue and EBITDA CAGR between 2025 and 2028, added Coolbrith.
AppLovin Corporation (NASDAQ:APP) builds a software-based platform for advertisers to enhance the marketing and monetization of content.
5. Ondas Inc. (NASDAQ:ONDS)
6-Month Performance: ~508.5%
Average Upside Potential: ~51%
Number of Hedge Fund Holders: 20
Ondas Inc. (NASDAQ:ONDS) is one of the High-Flying Stocks to Buy Right Now. On January 20, Stifel analyst Jonathan Siegmann lifted the price target on the company’s stock to $18 from $17, while keeping a “Buy” rating, as reported by The Fly. This comes after the virtual investor day. As per the firm’s analyst, despite Ondas Inc. (NASDAQ:ONDS) being in the early stages of executing its business model, the targets exceeded the firm’s estimates. Also, Stifel noted the company’s differentiated approach to the military drone space, added Siegmann.
As per the firm, Ondas Inc. (NASDAQ:ONDS) continues to make strong progress by garnering capital, acquiring promising technologies, joining hands with leading contract manufacturers, etc.
In a separate release, Northland analyst Michael Latimore lifted its price objective on Ondas Inc. (NASDAQ:ONDS)’s stock to $16 from $10, while maintaining an “Outperform” rating, as reported by The Fly. This comes after the management guided for a $170 million – $180 million range in FY 2026 revenue.
Ondas Inc. (NASDAQ:ONDS) offers private wireless, drone, and automated data solutions.
4. TeraWulf Inc. (NASDAQ:WULF)
6-Month Performance: ~173.1%
Average Upside Potential: ~52.2%
Number of Hedge Fund Holders: 47
TeraWulf Inc. (NASDAQ:WULF) is one of the High-Flying Stocks to Buy Right Now. On January 16, John Todaro, an analyst from Needham, maintained a “Buy” rating on the company’s stock, and the associated price objective remained same at $21.00. The analyst’s rating is backed by factors supporting TeraWulf Inc. (NASDAQ:WULF)’s evolving business model as well as growth visibility.
The analyst believes that TeraWulf Inc. (NASDAQ:WULF) continues to reposition to a high-performance computing and AI infrastructure provider from a traditional miner. TeraWulf Inc. (NASDAQ:WULF) possesses a significant amount of IT load under contract, added the analyst. Also, it has a plans to add substantial incremental capacity each year, supporting revenue improvement.
Apart from the factors mentioned, the analyst also noted TeraWulf Inc. (NASDAQ:WULF)’s approach to site selection. This approach revolves around repurposing existing industrial locations having strong power infrastructure. This supports in shortening the development timelines and reducing the execution risk.
TeraWulf Inc. (NASDAQ:WULF) operates as a digital asset technology company. It develops, owns, and operates bitcoin mining facilities.
3. D-Wave Quantum Inc. (NYSE:QBTS)
6-Month Performance: ~35.8%
Average Upside Potential: ~56%
Number of Hedge Fund Holders: 28
D-Wave Quantum Inc. (NYSE:QBTS) is one of the High-Flying Stocks to Buy Right Now. On January 22, Needham’s analyst, Quinn Bolton, reiterated a “Buy” rating with the price objective of $48. The analyst noted the company’s competitive edge in the broader quantum computing landscape, thanks to the acquisition of Quantum Circuits.
Notably, the firm’s analyst expects that Quantum Circuits’ dual-rail qubits and D-Wave Quantum Inc. (NYSE:QBTS)’s cooling systems are expected to help build quantum computers with thousands of qubits.
On January 20, D-Wave Quantum Inc. (NYSE:QBTS) announced the completion of its acquisition of Quantum Circuits Inc. This cements D-Wave Quantum Inc. (NYSE:QBTS)’s position as the first and only dual-platform quantum computing company worldwide, which builds annealing as well as gate-model quantum computing systems. These are built to cater to the full range of customers’ complex computational problems.
D-Wave Quantum Inc. (NYSE:QBTS) added that it has been helping the industry by delivering best-in-class annealing and gate-model technologies.
D-Wave Quantum Inc. (NYSE:QBTS) develops and delivers quantum computing systems, software, and services.
2. Rigetti Computing, Inc. (NASDAQ:RGTI)
6-Month Performance: ~51.8%
Average Upside Potential: ~70.5%
Number of Hedge Fund Holders: 25
Rigetti Computing, Inc. (NASDAQ:RGTI) is one of the High-Flying Stocks to Buy Right Now. On January 22, B. Riley analyst Craig Ellis upgraded the company’s stock to “Buy” from “Neutral” with an unchanged price objective of $35. While the firm noted the stock’s valuation for this upgrade, it appreciates Rigetti Computing, Inc. (NASDAQ:RGTI)’s near-term commercial trajectory. Also, after India’s Centre for Development of Advanced Computing (C-DAC) order, the firm now has a much clearer visibility into estimates for 2026.
Notably, on January 20, it was announced that Rigetti Computing India P L, which is a wholly owned subsidiary of Rigetti Computing, Inc. (NASDAQ:RGTI), received a $8.4 million purchase order to deliver a 108-qubit quantum computer to C-DAC. This is India’s premier R&D organization of the Ministry of Electronics and Information Technology.
The system, which is slated to be deployed in H2 2026, would be installed on-premises at C-DAC’s Bengaluru center.
Rigetti Computing, Inc. (NASDAQ:RGTI) is a pioneer in full-stack quantum computing. The company builds quantum computers and the superconducting quantum processors.
1. Credo Technology Group Holding Ltd (NASDAQ:CRDO)
6-Month Performance: ~31.5%
Average Upside Potential: ~72.7%
Number of Hedge Fund Holders: 56
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the High-Flying Stocks to Buy Right Now. On January 23, William Blair analyst Sebastien Naji maintained a bullish stance on the company’s stock, giving a “Buy” rating. The analyst’s rating is backed by several factors related to Credo Technology Group Holding Ltd (NASDAQ:CRDO)’s technology position and growth profile.
As per the analyst, the patent licensing and settlement agreements are evidence of Credo Technology Group Holding Ltd (NASDAQ:CRDO)’s active electrical cable technology, which remains differentiated and defensible. Notably, this further cements the company’s status as an early leader in such a segment. Even though intellectual property licensing is not a major contributor to overall revenue, the strength of the company’s innovation and sustained demand for energy-efficient, copper-based interconnect solutions in data centers is being validated by these agreements.
Credo Technology Group Holding Ltd (NASDAQ:CRDO)’s strong growth outlook and operating leverage justify its premium valuation, added Naji. The analyst opines that the demand for copper-based connectivity will be healthy for upcoming years.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) offers various high-speed connectivity solutions for optical and electrical Ethernet, and PCIe applications.
While we acknowledge the potential of CRDO 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 CRDO and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
