On November 21, John Stoltzfus, Oppenheimer chief investment strategist, joined CNBC’s ‘The Exchange’ to talk about where to look for market opportunities and discuss investment opportunities amidst current market volatility and bubble talk. Stoltzfus expressed optimism about the market’s rally, which he attributed to recent encouraging news from the New York Fed and Boston Fed. He advised that the current environment is one of opportunity, but cautioned against buying the dips too wildly. Instead, he recommended focusing on fundamentally strong stocks that short-term, aggressive traders sell off on any excuse to sell. He stressed that a bull market remains intact and that investors should trade without ‘Fear of Missing Out’. Oppenheimer maintains a long-term preference for cyclicals over defensives and specifically recommends sectors including Info Tech, Communication Services, Industrials, Financials, and Consumer Discretionary.

The key issue driving market focus, according to Stoltzfus, is the expectation of a Fed interest rate cut in December. He predicts a 25 basis point cut, characterizing it as another down payment by Jerome Powell to assure both Wall Street and Main Street that the Fed is ending the hike cycle that began in March of 2022. He noted that the Fed has already delivered 3 cuts last year and 2 cuts this year, with 1 more likely to follow.

Earlier this year, on September 22, Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, appeared on CNBC to favor large-cap tech stocks.  He advised staying with large-cap tech and growth, which is expected to continue leading primarily based on fundamentals, including valuation support and the potential for more margin expansion.

That being said, we’re here with a list of the 12 most profitable large cap stocks to buy right now.

Our Methodology

We first sifted through the Finviz stock screener to compile a list of the top large-cap stocks that were trading between $10 billion and $200 billion. We then used Seeking Alpha to pick profitable stocks that had high TTM net income (at least $1 billion) and TTM net income margin (at least 15%). From that list, we selected 12 stocks that had an upside potential of over 25%. The stocks are ranked in ascending order of their upside potential. We have also added the hedge fund sentiment for each stock, as of Q2 2025.

Note: All data was sourced on November 21. 

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).

12 Most Profitable Large Cap Stocks to Buy Right Now

12. Deckers Outdoor Corporation (NYSE:DECK)

Market Capitalization as of November 21: $12.41 billion

TTM Net Income as of November 21: $1.02 billion

TTM Net Income Margin as of November 21: 19.36%

Number of Hedge Fund Holders: 59

Average Upside Potential as of November 21: 28.26%

Deckers Outdoor Corporation (NYSE:DECK) is one of the most profitable large cap stocks to buy right now. On November 18, Stifel upgraded Deckers Outdoor to Buy from Hold, while keeping the price target unchanged at $117. This sentiment was posted after the firm hosted management meetings with investors. Stifel reported that the company’s management expressed confidence in the company’s future, specifically anticipating growth for the Hoka brand and favorable supply and demand for Ugg.

Earlier in its FQ2 2026 earnings call, Deckers reported making a total revenue of $1.43 billion, which marked a 9% increase year-over-year and surpassed expectations. Diluted EPS saw a 14% year-over-year increase to $1.82 for the quarter, which was up from $1.59. Both core brands delivered robust revenue growth in FQ2, with HOKA revenue increasing by 11% and UGG revenue increasing by 10%.

Looking at H1 of the fiscal year, HOKA revenue grew by 15% and UGG revenue rose by 12%, both driven by strong performance in international markets. HOKA also saw successful product updates, while UGG saw strong wholesale demand. However, the company also acknowledged negative points, particularly concerning the US consumer market, which is under pressure due to tariffs and price increases. This cautious environment led to a 10% decline in UGG’s DTC sales during FQ2. Deckers now anticipates continued tariff headwinds into FY2027.

Deckers Outdoor Corporation (NYSE:DECK) designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the US and internationally.

11. Roper Technologies Inc. (NASDAQ:ROP)

Market Capitalization as of November 21: $47.76 billion

TTM Net Income as of November 21: $1.57 billion

TTM Net Income Margin as of November 21: 20.34%

Number of Hedge Fund Holders: 54

Average Upside Potential as of November 21: 29.24%

Roper Technologies Inc. (NASDAQ:ROP) is one of the most profitable large cap stocks to buy right now. On November 20, Piper Sandler analyst Clarke Jeffries initiated coverage of Roper Technologies with an Overweight rating on the shares and $600 price target. Jeffries noted that Roper Technologies has successfully transformed its business model and shifted from being an industrial product manufacturer to a vertical software franchise with solutions spanning sectors like healthcare, education, financial services, and logistics.

Piper Sandler believes that Roper’s acquisition strategy has been highly effective and yielded durable free cash flow alongside growing recurring revenue. Consequently, the firm views Roper Technologies as a long-term compounder.

In Q3 2025, Roper Technologies reported generating a total revenue of over $2 billion, which marked a 14% increase year-over-year. Diluted EPS was $5.14, an 11% increase over the prior year and $0.02 above the high end of the company’s guidance range. The company executed its M&A strategy effectively by deploying $1.3 billion in the quarter, including $800 million for the Subsplash acquisition and $500 million for tuck-in acquisitions.

Roper Technologies Inc. (NASDAQ:ROP) designs and develops vertical software and technology-enabled products in the US, Canada, Europe, Asia, and internationally.