In this article, we will take a look at 11 Must-Buy US Stocks to Buy Now.
A bubble could be forming around mega-cap technology stocks, according to Bridgewater Associates founder Ray Dalio. The sentiments come amid blockbuster gains that have pushed the overall equity market to record highs, raising concerns that prices have become overinflated.
“There’s a lot of bubble stuff going on,” Dalio said in an exclusive interview on October 28 from the Future Investment Institute in Riyadh, Saudi Arabia. “But bubbles don’t pop, really, until they are popped by tightness of monetary policy and so on.”
Amid concerns about a market bubble, Wall Street has had one of its most profitable quarters, with companies benefiting from a resilient global economy amid tariffs and geopolitical upheaval. Similarly, Investors have remained bullish about equities amid expectations that the US Federal Reserve interest rate cuts will provide the much-needed impetus for additional gains.
As the Federal Reserve cuts interest rates, investors may consider reallocating some of their funds. Philip Blancato, chief market strategist at wealth-management firm Osaic, insists it’s time for investors to start moving funds out of cash instruments.
“When we’re beating the rate of inflation with the money market, that makes for a great opportunity,” he said. “Now with that seemingly coming to an end — not quite there yet, but seemingly — there is an opportunity for folks to rethink their cash strategy.”
As momentum in equity markets shows no signs of slowing amid expected interest rate cuts, now is the best time to look at stocks that have outperformed for the better part of the year. With that in mind, let’s look at some of the must-buy US stocks that continue to outperform the overall market.
Matej Kastelic/Shutterstock.com
Our Methodology
To identify the 11 Must-Buy US Stocks to Buy Now, we used the Finviz stock screener and other online sources to compile an initial group of US-listed equities. From this pool, we focused on stocks that are up by more than 30% year-to-date (as of November 4), are rated as strong Buys by analysts, and are popular among elite hedge funds. We determined the stocks’ popularity using hedge fund holdings data from Q2 2025 13F filings available in Insider Monkey’s database. The final list is ranked in ascending order by the number of hedge funds holding stakes in the stocks.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows 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).
Must-Buy US Stocks to Buy Now
11. Welltower Inc. (NYSE:WELL)
Year-to-Date Performance: 46.18%
Number of hedge fund holders: 56
Welltower Inc. (NYSE:WELL) is one of the must-buy US stocks to buy now. On October 28, BMO Capital Markets analyst Juan Sanabria reiterated a Buy rating on Welltower Inc. (NYSE:WELL) stock and a $200 price target. The positive stance is in response to the company’s strong financial performance and strategic initiatives.
The company delivered solid third-quarter results characterized by growth in normalized funds from operations per share. The results underscored robust operational performance, prompting it to raise guidance above consensus estimates. In addition, the research firm has echoed the company’s transition towards senior housing and away from medical office buildings.
The company has increased the concentration of senior housing to 72% of in-place net operating income, from 59%. The research firm expects the move, combined with substantial transactional activity, to position Welltower for future growth.
On the same day, Morgan Stanley analyst Ronald Kamdem reiterated a Buy rating and a $170 price target. The bullish stance comes amid expectations that robust performance in the senior housing operating segment, along with $23 billion in investment activities, affirms strategic initiatives.
Welltower Inc. (NYSE:WELL) is a real estate investment trust (REIT) that owns and manages a portfolio of properties for seniors and health-related services, including senior housing communities and outpatient medical buildings. The company focuses on transforming healthcare infrastructure by investing in senior housing operators, post-acute care providers, and health systems to improve health outcomes.
10. Arista Networks, Inc. (NYSE:ANET)
Year to Date Performance: 40.97%
Number of hedge fund holders: 81
Arista Networks Inc. (NYSE:ANET) is one of the must-buy US stocks to buy now. On November 4, Arista Networks Inc. (NYSE:ANET) reported third-quarter revenue of $2.308 billion, up 27.5% year-over-year, with non-GAAP net income rising to $962.3 million.
The company maintained a strong non-GAAP gross margin of 65.2%, supported by favorable product mix and inventory dynamics. Its momentum in AI and cloud markets continues to build, with a 2026 revenue goal of $10.65 billion, including $2.75 billion from AI. Strategic partnerships with NVIDIA, AMD, and OpenAI have helped expand its reach, while innovations like Etherlink and Arista AVA aim to optimize performance for AI-driven workloads.
Arista Networks projects fourth-quarter 2025 revenue between $2.3 billion and $2.4 billion, with non-GAAP gross margins expected to range from 62% to 63%, and operating margins between 47% and 48%.
The company also announced leadership changes and new initiatives aimed at scaling AI and cloud networking. Kenneth Duda was named President and CTO, while Tyson Lamoreaux joined as SVP of Cloud and AI Networking. Arista unveiled Ethernet for Scale-Up Networks (ESUN) and introduced AI agents to enhance network operations. Looking ahead, revenue growth is expected to be supported by a continued focus on innovation and expansion of its presence in AI-driven infrastructure.
Arista Networks Inc. (NYSE:ANET) is a technology company that provides data-driven networking solutions for large data centers, campus environments, and cloud computing. It designs and sells high-performance network switches and other hardware, and also develops a Linux-based network operating system called EOS (Extensible Operating System).
