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.
10. Global Payments Inc. (NYSE:GPN)
Market Capitalization as of November 21: $17.40 billion
TTM Net Income as of November 21: $1.75 billion
TTM Net Income Margin as of November 21: 17.37%
Number of Hedge Fund Holders: 57
Average Upside Potential as of November 21: 29.27%
Global Payments Inc. (NYSE:GPN) is one of the most profitable large cap stocks to buy right now. On November 11, Global Payments announced the introduction of the industry’s first modular, countertop point-of-sale/POS device. The new hardware is purpose-built for the company’s flagship POS platform called Genius, and is designed to bring higher flexibility, durability, and speed to retail and restaurant environments.
The device’s design incorporates direct input from merchants and partners for effortless scalability for businesses of all sizes. Global Payments states that providing this modular, purpose-built hardware is the next step in empowering merchants with the commerce enablement solutions they need for efficient and effective business operations.
The device offers 3 main configurations: the dual-screen premium checkout option provides separate merchant and customer screens, payment options on the customer screen, and is optimized for indoor and semi-outdoor environments. The single-screen powerhouse is ideal for space-constrained, busy environments, offering speed and reliability with a PC built directly into the screen for countertop or mounted use. The low-profile configuration is a low-profile setup with an integrated card reader, angled for ideal readability in tight spaces.
Global Payments Inc. (NYSE:GPN) provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through two segments: Merchant Solutions and Issuer Solutions.
9. Booking Holdings Inc. (NASDAQ:BKNG)
Market Capitalization as of November 21: $153.69 billion
TTM Net Income as of November 21: $5.04 billion
TTM Net Income Margin as of November 21: 19.37%
Number of Hedge Fund Holders: 92
Average Upside Potential as of November 21: 31.08%
Booking Holdings Inc. (NASDAQ:BKNG) is one of the most profitable large cap stocks to buy right now. On November 13, Wedbush upgraded Booking Holding to Outperform from Neutral, while setting a price target of $6,000. The firm reported that Booking Holdings experienced healthy global travel demand during Q3 2025, which met expectations. Wedbush noted that the company is recognized as the best-positioned Online Travel Agency globally due to its global scale and diversification, robust liquidity, and free cash flow conversion, and successful executions across major strategic initiatives.
The firm’s strong operational health was reflected in the results across key metrics and segments reported for Q3. In its quarterly earnings call, Booking Holdings reported achieving $50 billion in Gross Bookings, which was a 14% year-over-year increase. Revenue for the quarter was $9.0 billion, growing 13%. This top-line performance drove profitability, with Adjusted EBITDA reaching $4.2 billion, an increase of 15% year-over-year. Adjusted EPS also saw a 19% surge to $99.50 per share.
The company noted that its Genius loyalty program and advancements in AI (like AI-powered chatbots and Smart Messenger) acted as key differentiators that enhanced both customer and partner experiences.
Booking Holdings Inc. (NASDAQ:BKNG) provides online and traditional travel and restaurant reservations and related services in the US, the Netherlands, and internationally.
8. Uber Technologies Inc. (NYSE:UBER)
Market Capitalization as of November 21: $174.27 billion
TTM Net Income as of November 21: $16.64 billion
TTM Net Income Margin as of November 21: 33.54%
Number of Hedge Fund Holders: 152
Average Upside Potential as of November 21: 31.16%
Uber Technologies Inc. (NYSE:UBER) is one of the most profitable large cap stocks to buy right now. On November 5, RBC Capital raised the firm’s price target on Uber to $110 from $100 and kept an Outperform rating on the shares. RBC Capital Markets noted that Uber’s Q3 2025 earnings report was mostly strong, particularly given the high expectations going into the announcement. The firm highlighted that Uber’s consistent core fundamental performance remains steady. This solid execution, combined with the promising narrative surrounding the Autonomous Vehicle/AV technology development, is positively influencing how investors evaluate the results.
On the same day, Uber released its Q3 financial results. The company achieved a 22% increase in Total Trips, which marked the company’s fastest growth rate since 2023. This performance was supported by a 21% surge in Mobility Trips. Overall Gross Bookings grew by 21%, with the average pricing remaining relatively flat. This top-line expansion resulted in the company achieving $13.47 billion in revenue, which was up 20.37% year-over-year. The company also earned $3.11 per share, which beat Wall Street estimates by $2.42.
Beyond its core ride-sharing business, Uber is expanding into new verticals. The Grocery Retail segment has reached a Gross Bookings Run Rate of ~$12 billion and is growing faster than traditional restaurant delivery. Looking ahead, Uber is investing in several areas for future growth, including AVs, local commerce, and GenAI solutions, such as the newly announced partnership with NVIDIA to create a reference architecture for AVs.
Uber Technologies Inc. (NYSE:UBER) develops and operates proprietary technology applications internationally. It operates through three segments: Mobility, Delivery, and Freight.
7. Cheniere Energy Inc. (NYSE:LNG)
Market Capitalization as of November 21: $44.23 billion
TTM Net Income as of November 21: $4.00 billion
TTM Net Income Margin as of November 21: 21.15%
Number of Hedge Fund Holders: 79
Average Upside Potential as of November 21: 33.09%
Cheniere Energy Inc. (NYSE:LNG) is one of the most profitable large cap stocks to buy right now. On November 13, Scotiabank analyst Brandon Bingham lowered the firm’s price target on Cheniere Energy to $257 from $261 and maintained an Outperform rating on the shares. This sentiment was posted as Scotiabank updated price targets for the US Midstream stocks under its coverage.
The firm emphasized that the overall Q3 2025 earnings reports showcase the benefit of having a natural hedge through diversification and scale. Companies that possess multiple business lines, exposure to multiple basins, or maintain the largest footprint within a single basin were better equipped to counteract the negative effects of the uncertain macroeconomic environment and volatile or declining commodity prices.
In its Q3 2025 earnings call, Cheniere Energy reported generating $4.44 billion in quarterly revenue, which was an increase of 18.02% year-over-year. The company also made $4.75 in EPS, which surpassed expectations by $1.86. Distributable cash flow for the quarter totaled ~$1.6 billion. Given this performance, the company raised its full-year 2025 guidance for distributable cash flow from the previous range of $4.4 to $4.8 billion to a new range of $4.8 to $5.2 billion.
A significant positive highlight was the achievement of substantial completion for the third Train of Corpus Christi Stage 3 ahead of schedule. Operationally, Cheniere produced and exported a total of 163 LNG cargoes during the quarter. The company expects 2026 to be a record year for LNG production, forecasting the production of 51 million to 53 million tons of LNG, supported by the ongoing startup of the remaining trains at Corpus Christi Stage 3.
Cheniere Energy Inc. (NYSE:LNG) is an energy infrastructure company that engages in the liquefied natural gas/LNG related businesses in the US.
6. Novo Nordisk (NYSE:NVO)
Market Capitalization as of November 21: $160.45 billion
TTM Net Income as of November 21: $16.32 billion
TTM Net Income Margin as of November 21: 32.88%
Number of Hedge Fund Holders: 45
Average Upside Potential as of November 21: 41.16%
Novo Nordisk (NYSE:NVO) is one of the most profitable large cap stocks to buy right now. On November 10, Novo Nordisk announced new post hoc analysis data from the ESSENCE Phase 3 trial regarding the company’s drug, Wegovy (semaglutide 2.4 mg), for adult patients with metabolic dysfunction-associated steatohepatitis/MASH and liver scarring (fibrosis). The results suggested that semaglutide 2.4 mg was associated with liver health-related benefits that were not solely dependent on weight loss.
The ongoing ESSENCE trial is a two-part Phase 3 trial evaluating the effect of once-weekly subcutaneous semaglutide 2.4 mg in adults with MASH and moderate-to-advanced liver fibrosis (stage F2 or F3). Part 1 focused on demonstrating improved liver histology at 72 weeks in the first 800 patients. The primary objective of the ongoing Part 2 is to demonstrate that semaglutide 2.4 mg lowers the risk of liver-related clinical events at 240 weeks. The expected readout for Part 2 is in 2029.
MASH is a serious and progressive metabolic disease that affects over 250 million people worldwide. The number of individuals in advanced stages is expected to increase by over 160% from 2015 to 2030. Semaglutide 2.4 mg is a glucagon-like peptide-1 receptor agonist (GLP-1 RA) and has received accelerated FDA approval to treat adults with MASH with moderate-to-advanced liver scarring, excluding cirrhosis, in conjunction with diet and exercise.
Novo Nordisk (NYSE:NVO) engages in the research and development, manufacture, and distribution of pharmaceutical products internationally. It operates in two segments: Diabetes & Obesity Care and Rare Disease.
5. Adobe Inc. (NASDAQ:ADBE)
Market Capitalization as of November 21: $135.71 billion
TTM Net Income as of November 21: $6.96 billion
TTM Net Income Margin as of November 21: 30.01%
Number of Hedge Fund Holders: 104
Average Upside Potential as of November 21: 41.89%
Adobe Inc. (NASDAQ:ADBE) is one of the most profitable large cap stocks to buy right now. On November 20, a partnership was announced at the US-Saudi Investment Forum in Washington, D.C., between HUMAIN and Adobe to create personalized GenAI models and AI-powered applications that deeply understand Middle Eastern culture, Saudi heritage, values, and religion, and to redefine how cultural intelligence, creative tools, and AI infrastructure converge.
The partnership is a first-of-its-kind, covering models, applications, agents, and infrastructure, with deep collaboration across HUMAIN Cloud, HUMAIN ONE, the Arabic-first LLM ‘ALLAM’, and Adobe’s products, including Creative Cloud, Express, Firefly, Acrobat, and their digital marketing products. Central to the initiative is the fusion of ALLAM, HUMAIN’s sovereign cloud and next-generation data centers, and the Adobe Firefly Foundry models.
As a strategic technology partner for Firefly Foundry, HUMAIN will be able to create tailored, culturally relevant, and historically informed generative AI models unique to the Arab world, empowering over 400 million Arabic speakers globally. The resulting content will reach millions through popular Adobe applications like Acrobat, GenStudio, Photoshop, Express, Firefly, and Premiere.
Adobe Inc. (NASDAQ:ADBE) is a global leader in creative, document, and digital experience software, providing tools for content creation, design, marketing, analytics, and customer engagement.
4. Arista Networks Inc. (NYSE:ANET)
Market Capitalization as of November 21: $147.88 billion
TTM Net Income as of November 21: $3.36 billion
TTM Net Income Margin as of November 21: 39.73%
Number of Hedge Fund Holders: 81
Average Upside Potential as of November 21: 45.62%
Arista Networks Inc. (NYSE:ANET) is one of the most profitable large cap stocks to buy right now. On November 5, Piper Sandler raised the firm’s price target on Arista Networks to $145 from $143, while keeping a Neutral rating on the shares. Piper Sandler analysts found an encouraging sign in the company’s operational strength: product deferred revenue built up quarter-over-quarter by another $625 million.
This growth occurred while the company’s purchase commitments and inventory simultaneously increased. According to the firm, this confluence of factors strongly suggests the firm is experiencing new product traction and building a substantial backlog with major customers, likely the large Cloud and AI Titans.
On the same day, Arista Networks announced its Q3 2025 results. Total revenue reached $2.3 billion, which is a 27.5% rise year-over-year. The company provided Q4 revenue guidance in the range of $2.3 to $2.4 billion. The full-year 2025 revenue growth guidance was set at ~26% to 27%, with the full-year 2026 revenue growth guidance being ~20% on the $10.65 billion revenue target.
Arista Networks Inc. (NYSE:ANET) develops, markets, and sells data-driven, client-to-cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
3. Zoetis Inc. (NYSE:ZTS)
Market Capitalization as of November 21: $53.79 billion
TTM Net Income as of November 21: $2.65 billion
TTM Net Income Margin as of November 21: 28.21%
Number of Hedge Fund Holders: 75
Average Upside Potential as of November 21: 57.30%
Zoetis Inc. (NYSE:ZTS) is one of the most profitable large cap stocks to buy right now. On November 18, Stifel analyst Jonathan Block lowered the firm’s price target on Zoetis to $130 from $140 and kept a Hold rating on the shares. After the release of the company’s Q3 2025 results, Street’s revenue forecasts for both 2026 and 2027 were lowered. This revision eased some of Stifel’s previous concerns about overly optimistic expectations, but the firm still believes that Street’s revenue outlook for 2026 may be aggressive.
In these Q3 2025 earnings results, Zoetis reported a total revenue of $2.4 billion, which showed 4% organic operational growth. Adjusted net income reached $754 million, growing 9% on an organic operational basis. This led to an adjusted diluted EPS growth of 12% organically. The company’s performance was mixed across its segments.
The company noted that it has revised its full-year revenue guidance to a more measured view of macro and operational trends, setting it at $9.4 to $9.475 billion, representing 5.5% to 6.5% organic operational growth. Full-year adjusted net income guidance is set at $2.8 to $2.84 billion (5.5% to 7% organic operational growth), with adjusted diluted EPS guidance at $6.30 to $6.40
Zoetis Inc. (NYSE:ZTS) discovers, develops, manufactures, and commercializes animal health medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health products in the US and internationally.
2. Coinbase Global Inc. (NASDAQ:COIN)
Market Capitalization as of November 21: $64.83 billion
TTM Net Income as of November 21: $3.22 billion
TTM Net Income Margin as of November 21: 43.66%
Number of Hedge Fund Holders: 87
Average Upside Potential as of November 21: 66.38%
Coinbase Global Inc. (NASDAQ:COIN) is one of the most profitable large cap stocks to buy right now. On November 21, Goldman Sachs lowered the firm’s price target on Coinbase to $314 from $368 with a Neutral rating on the shares. According to the firm, shares of brokers and crypto-related stocks have collectively fallen by ~15% since mid-October. This decline occurred despite the companies having higher forward earnings estimates.
Goldman Sachs believes that this near-term pressure will continue until market stability is restored. However, the firm maintains a positive long-term outlook for the sector due to robust product innovation, large addressable markets, increasing regulatory momentum, and sustained inorganic growth.
Earlier in its Q3 2025 earnings release, the company reported surpassing analyst expectations with a net income of $432.6 million, or $1.50 per share, which was higher than the $75.5 million, or 28 cents per share, reported in the same quarter a year ago. Total Revenue for the quarter rose to $1.87 billion, exceeding the prior year’s $1.21 billion and analyst expectations of $1.8 billion. This strength was largely driven by a resurgence in crypto trading.
Coinbase Global Inc. (NASDAQ:COIN) operates a platform for crypto assets in the US and internationally.
1. Pinterest Inc. (NYSE:PINS)
Market Capitalization as of November 21: $16.68 billion
TTM Net Income as of November 21: $1.99 billion
TTM Net Income Margin as of November 21: 48.99%
Number of Hedge Fund Holders: 93
Average Upside Potential as of November 21: 76.28%
Pinterest Inc. (NYSE:PINS) is one of the most profitable large cap stocks to buy right now. On November 4, RBC Capital analyst Brad Erickson lowered the firm’s price target on Pinterest to $38 from $45 with an Outperform rating on the shares. This sentiment was announced as Pinterest released its Q3 2025 earnings report, which Erickson believes reinforced concerns held by bears about the company’s lack of customer diversity and its higher sensitivity to macroeconomic factors.
In Q3, the company’s total revenue for the quarter reached $1.049 billion, marking a 17% year-over-year increase. The platform achieved a record 600 million Monthly Active Users/MAUs, representing 12% growth year-over-year and its 9th consecutive quarter of user growth. Notably, the Gen Z cohort is now the largest and fastest-growing segment, comprising over 50% of the user base. Revenue growth was skewed towards international markets, signaling the exportation of monetization strategies.
Revenue in the Rest of World segment surged by 66% year-over-year to $70 million. Europe revenue was also up 41% to $193 million. In the home market, US and Canada Revenue grew 9% to $786 million. Despite user growth, the international monetization remains underdeveloped; international users account for 83% of the user base but only contribute 25% of global revenue. The company saw a 54% increase in Ad Impressions growth but faced a 24% decline in Ad Pricing due to a mix shift towards the lower-priced international markets.
Pinterest Inc. (NYSE:PINS) operates as a visual search and discovery platform in the US, Canada, Europe, and internationally.
While we acknowledge the potential of PINS 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 PINS and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None.
