In this article, we will take a look at the 12 Best Industrial Stocks With More Than 50% Upside.
On June 23, CNBC reported that Senators Mark Kelly and Elizabeth Warren wrote to the Trump administration criticizing its trade policies and their implications on the American manufacturing sector. They argued that economists blame the shrinking of blue-collar jobs on the president’s volatile tariff policy to some extent.
They also claimed that the Trump Administration’s trade agenda has prioritized the interests of President Trump’s allies and wealthy corporations, while putting manufacturing workers at a disadvantage. A congressional report found that the U.S. has experienced a loss of 108,000 jobs in the manufacturing sector during the first year of the President’s second term.
Total industrial construction spending on manufacturing has also been declining since a peak in the summer of 2024. Kelly and Warren cited one of President Trump’s allies, John Paulson, as the one shutting his Ohio brass instrument manufacturing plant and moving its production to China.
Whirlpool has also cut around 500 jobs since tariffs took effect and is expanding its operations in Mexico. According to Census Bureau findings, the import-export imbalance in manufactured goods hit its highest level on record, as the U.S.’s overall trade deficit with the world decreased in 2025. With that background, let’s explore our 12 Best Industrial Stocks With More Than 50% Upside.
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Our Methodology
To identify relevant stocks for this article, we screened U.S.-listed industrial companies with market capitalizations above $2 billion. Also, we only shortlisted stocks with at least 50% upside potential according to consensus, as of Jun 29 closing. Finally, we selected 10 stocks with the highest upside and ranked them in ascending order.
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 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
12. Booz Allen Hamilton Holding Corp. (NYSE:BAH)
Booz Allen Hamilton Holding Corp. (NYSE:BAH) is one of the 12 best industrial stocks with more than 50% upside. The company’s acquisitive growth strategy is making it a compelling investment case.
On June 22, Booz Allen Hamilton Holding Corp. (NYSE:BAH) signed a definitive agreement with an Advent portfolio company, Cobham Ultra Group, to purchase its Ultra I&C Mission Solutions business for $720M. Ultra Mission Solutions operates as a defense technology company providing encryption, mission-critical software, and edge computing solutions.
Commercial technologies are becoming important in modern warfare due to the escalation of global threats. This purchase will expand the company’s portfolio of AI-powered defense by incorporating Ultra’s safe data movement, command-and-control, encryption, and edge computing solutions into a combined platform for national defense missions.
This combined platform will enhance capabilities in AI-powered battle management, resilient communication, and edge infrastructure. It will also serve national security customers globally. This purchase will also enhance product integration and expand the commercial availability of its solutions.
From this purchase, Booz Allen projects significant double-digit revenue growth and EBITDA margins in excess of 20%. The deal is anticipated to close during the second quarter of 2027 and is subject to standard closing requirements. After the deal, Ultra Mission Solutions will become a fully owned Booz Allen subsidiary.
Booz Allen Hamilton Holding Corp. (NYSE:BAH) offers cyber, AI, and quantum information science solutions. It also offers purpose-built AI, multi-modal data fusion for ISR and battle management, along with post-quantum cryptography services for government and commercial clients. The company modernizes legacy systems through data platforms, software applications, and cloud-enabled infrastructure.
11. AECOM (NYSE:ACM)
AECOM (NYSE:ACM) is one of the 12 best industrial stocks with more than 50% upside. Recent awards involving commercial redevelopment projects support a bullish case for the stock.
On June 16, AECOM revealed that it has been chosen as the lead engineering consultant for the redevelopment of the MCG stadium. The company will collaborate with its partners, i.e., MANICA, Foster + Partners, and Architectus Australia, who have been appointed as the lead architects.
AECOM will assess the current condition of the MCG, including the ageing Shane Warne Stand, and analyze options for a possible future redevelopment that meets the modern needs of athletes, fans, and broadcasters. The key focus of the team will be on identifying how the MCG can remain functional during any possible future redevelopment.
This redevelopment will protect the MCG’s historical, civic, and cultural significance while providing a legacy venue with upgraded facilities, inclusivity, accessibility, and athlete and audience experience.
Marketing Director at Culture, Sports, and Entertainment, New Zealand and Australia, Jochen Ristig, said that the cross-functional team across construction, engineering, and technology departments will bring clear cost and risk management, project scheduling, and constructability expertise to the redevelopment process. He further stated:
“At the same time, our sustainability and circularity specialists will ensure environmental performance — from material reuse to water and energy efficiency and climate resilience — is embedded as a fundamental design driver.”
AECOM (NYSE:ACM) delivers expert infrastructure consulting services to commercial and government organizations. Its services portfolio includes advising and consultation, engineering solutions, construction, and management services. It provides these services to various segments, including transportation, water, energy, and more. It is also involved in developing and investing in real estate ventures.
10. Amentum Holdings Inc. (NYSE:AMTM)
Amentum Holdings Inc. (NYSE:AMTM) is one of the 12 best industrial stocks with more than 50% upside.
On June 17, the General Services Administration (GSA) granted Amentum Holdings Inc. (NYSE:AMTM) a fresh sixty-month firm-fixed price contract. It involves the provision of comprehensive, modern, and AI-driven supply chain services for the Pentagon as well as additional federal consumers functioning all over Japan, as part of the United States Indo-Pacific Command (INDOPACOM) obligation. By guaranteeing smooth management of the supply chain for the United States military installations, Amentum will facilitate the military’s operational readiness covering a strategic region.
According to the President of the company’s Mission Solutions division, Dr. Karl Spinnenweber, Amentum’s new partnership with the GSA complements its expertise in deployable supply chain capabilities, worldwide logistics reach, and forward-deployed operating capacity. He continued by saying that Amentum can provide the GSA and INDOPACOM with dependable, effective services because of its vast experience in providing end-to-end solutions for supply chains across the globe.
For the assurance of smooth operations in disputed, harsh, and politically critical areas, Amentum has combined these attributes into one, flexible framework. In order to increase client order fulfillment and delivery, the program will integrate AI techniques to improve predictive analysis, catalog management, and demand analysis.
Amentum Holdings Inc. (NYSE:AMTM) is involved in the provision of technology and engineering solutions. The company offers digital and data-driven solutions, including cybersecurity, intelligence analytics, space system development, and IT. It also provides nuclear power solutions, platform engineering, large-scale environmental remediation, sustainment, and supply chain management services.
9. NuScale Power Corp. (NYSE:SMR)
NuScale Power Corp. (NYSE:SMR) is one of the 12 best industrial stocks with more than 50% upside.
On June 17, NuScale Power Corp. (NYSE:SMR) awarded Paragon a contract to complete the design of its Highly Integrated Protection System for the NuScale Power Module. The United States Nuclear Regulatory Commission issued approval for an SMR design specifically for NuScale.
As per the agreement, Paragon will finish the rest of the design as well as the engineering work for 3 important HIPS-based control and instrumentation systems. This agreement comprises the Plant Protection System, which oversees non-safety operations including control room HVAC, the Safety Display and Indication System, which feeds operators with vital post-accident plant data, and the Module Protection System, which safeguards each reactor module.
In order to support the validation of safety-critical programs for nuclear applications, the contract additionally stipulates Independent Verification and Validation services for Module Protection System development. NuScale’s President and CEO, John Hopkins, acknowledged Paragon for its critical role in building the HIPS technology, leading to the enhancement of the underlying control systems. He further stated:
“This partnership helps us to achieve the goal of delivering reliable, carbon-free power to our customers while ensuring the highest level of safety.”
NuScale Power Corp. (NYSE:SMR) is focused on small modular reactor technology solutions. It offers NuScale Power Module, a 77 MWe light water nuclear reactor. The company also delivers construction, operation, design, licensing, and maintenance services for power plants.
8. Eos Energy Enterprises Inc. (NASDAQ:EOSE)
Eos Energy Enterprises Inc. (NASDAQ:EOSE) is one of the 12 best industrial stocks with more than 50% upside.
On June 16, Eos Energy Enterprise Inc. (NASDAQ:EOSE) initiated commercial production at the company’s Pennsylvania-based Thorn Hill facility, after thoroughly executing Site Acceptance Testing for Battery Line 2.
The company’s production growth reached a significant breakthrough with the launch of Battery Line 2. The company proved that it can imitate and improve automated battery production at another site while lowering execution concerns associated with potential capacity expansion, capitalizing upon the proper launch of Battery Line 1.
To fulfil increasing demand and set itself up for future expansion, the company is increasing its capacity. Within the first hundred and sixty-four days of the year 2026, Line 1 is concurrently exceeding its production for the entire year of 2025. Alongside the launch of the new line, the company is moving closer to its target of achieving 4GWh of annual manufacturing capacity before the close of 2026, and creating a tested model for future capacity extensions.
COO, John Mahaz, highlighted that the Battery Line 2 exhibits the company’s capacity to scale up while ensuring ongoing improvements along the way. He also referred back to Battery Line 1 and commissioning, which provided a guideline to the company around the design for the latest operating line.
Eos Energy Enterprises Inc. (NASDAQ:EOSE) is involved in energy storage solutions with commercial and industrial applications. The company offers Znyth technology battery energy storage systems, Z3 battery module, and project management and maintenance services.
7. EquipmentShare.com Inc. (NASDAQ:EQPT)
EquipmentShare.com Inc. (NASDAQ:EQPT) is one of the 12 best industrial stocks with more than 50% upside.
On July 2, Jamie Cook from Truist reduced his target price for EquipmentShare.com Inc. (NASDAQ:EQPT) from $41 to $38, which still results in an adjusted upside potential of over 80% at the current level. The analyst reiterated his Buy rating on the stock.
Cook highlighted that the price target revision is based on the second quarter preview, which involved broader adjustments across the machinery, infrastructure services, and multi-industry segments.
The analyst anticipates a favorable setup for the segment regarding the second-quarter earnings announcements. He noted that the broader group is currently witnessing impressive demand trends. Moreover, secular growth drivers across data center, infrastructure, aerospace and defense, and power segments will continue to offer further momentum.
Back on May 29, Steven Fisher from UBS reduced his target price on EquipmentShare.com Inc. (NASDAQ:EQPT) from $36 to $24, while maintaining a Neutral rating on the stock. Despite the downward revision, Fisher’s adjusted price target still leads to an upside of more than 14%.
EquipmentShare.com Inc. (NASDAQ:EQPT) is focused on integrated, full-service construction solutions. It rents aerial work platforms, attachments, power tools, vehicles, trailers, forklifts, and other related products and solutions. The company also offers equipment parts, site management, and maintenance services.
6. Planet Labs PBC (NYSE:PL)
Planet Labs PBC (NYSE:PL) is one of the 12 best industrial stocks with more than 50% upside.
On June 11, Goldman Sachs increased the firm’s target price on Planet Labs PBC (NYSE:PL) from $20 to $22, and maintained a Neutral rating on the stock. The firm noted that, based on impressive growth across defense and intelligence segments, the company delivered first-quarter revenue and EBITDA figures that exceeded broader consensus projections. The company also increased its topline and gross margins forecast for FY27.
Goldman Sachs highlighted that Planet Labs’ prevailing valuation depicts an auspicious future. However, the mid-term profitability is still questionable despite promising long-term business growth.
Earlier on June 9, Planet Labs PBC (NYSE:PL) shared its involvement in the Atmospheric Impact of Reentered Spacecraft initiative, as a founding participant. This industry-academia partnership, which is being moderated by Astroscale Holdings, seeks to elevate scientific knowledge of how spacecraft reentry impacts Earth’s environment.
Planet’s Chief Space Officer, James Mason, stated that the company’s dedication towards a prominent global change involves accountability for the space atmosphere at every stage of a satellite’s lifecycle, including reentry. He continued that by offering data for this initiative, Planet is assisting the academic community in substituting evidence-based factual insights into the industry’s atmospheric impact for simulations.
Planet Labs PBC (NYSE:PL) offers Pelican, SuperDove, SkySat, and Tanager satellites for daily Earth imaging, high-resolution monitoring, and hyperspectral imaging. It also provides satellite services arrangements such as manufacturing, launch procurement, ground station infrastructure, and maintenance. It serves energy, forestry, agriculture, mapping, insurance, finance, and government sectors.
While we acknowledge the potential of PL 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 PL and that has 100x upside potential, check out our report about the cheapest AI stock.
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