In this article, we will take a look at the 13 Best Blue Chip Stocks to Buy According to Analysts.
The US equity market has recorded a stunning recovery after President Donald Trump’s tariff policies sent markets on a tailspin in April. The tech-heavy Nasdaq index has surged at the back of blue-chip stocks, leading the recovery and driving the index more than 15% higher.
The Nasdaq 100 and the S&P 500 are up 4% for the year, awaiting confirmation on whether the equity market rally will continue in the second half of the year.
“When you’re higher in May and June like we’re probably going to be with June, because we’re up pretty good, July does better, and the final six months of the year have been higher 15 of the last 16 times. When these weak months are strong, like we’re doing right now, that could be a signal this bull market is alive and well,” said Ryan Detrick, chief market strategist at Carson Group.
Amid the recent rebound, valuations have returned to historical highs. While elevated valuations are a point of concern, Dan Niles, a portfolio manager at Niles Investment Management, insists on a shift of focus away from price-to-earnings ratios and other multiples.
“You kind of have to forget about valuations for now,” Niles said on CNBC’s “Squawk on the Street.” “Then we’re going to get to Thanksgiving, and I think things are going to hit a wall. But for right now, I’m really enjoying the ride.”
With that in mind, let’s look at the 13 Best Blue Chip Stocks to Buy According to Analysts.
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Our Methodology
To create our list of the 13 Best Blue Chip Stocks to Buy According to Analysts, we analyzed holdings from multiple blue-chip-focused ETFs to identify top-rated companies. We focused on high-profile blue chip stocks popular among elite hedge funds. We concluded by ranking the stocks in ascending order according to their projected upside potential, as estimated by analysts.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Best Blue Chip Stocks to Buy According to Analysts
13. Microsoft Corporation (NASDAQ:MSFT)
Stock Upside Potential as of July 1: 4.82%
Number of Hedge Fund Holders: 284
Microsoft Corporation (NASDAQ:MSFT) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 27, the company made it clear that artificial intelligence is an integral part of its fundamental operations. The company’s head of artificial intelligence tools and services, Julia Liuson, has instructed managers to start evaluating employees’ performance based on how they use internal AI tools.
The new directive is part of the company’s push to address lagging internal adoption of its Copilot services. By conducting an AI usage evaluation, Microsoft aims to increase the adoption of AI tools to enhance productivity and efficiency.
In addition, the AI evaluation push also comes at a time when the company’s GitHub Copilot service is facing increasing competition from other AI coding services, such as Cursor. Microsoft has allowed its employees to use external AI tools that meet specific security requirements.
Microsoft Corporation (NASDAQ:MSFT) is a software application company that develops, licenses, and supports software, services, devices, and solutions. It’s a major player in cloud computing, productivity software, gaming, and more.
12. UnitedHealth Group Incorporated (NYSE:UNH)
Stock Upside Potential as of July 1: 10.97%
Number of Hedge Fund Holders: 139
UnitedHealth Group Incorporated (NYSE:UNH) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 26, UNH appointed Patrick Conway to lead its Optum Health division, citing his expertise in value-based care. Conway, who previously headed Optum Rx and became CEO of the broader Optum segment in April, replaces Amar Desai, now vice-chairman. The leadership reshuffle follows UnitedHealth’s first earnings miss since 2008 and reflects its strategy to strengthen executive depth across business units.
Optum Health, UnitedHealth’s care delivery arm, has faced recent challenges, including reduced Medicare Advantage engagement and a Department of Justice probe into its billing practices. New CEO Stephen Hemsley acknowledged the underperformance during a June shareholder meeting and confirmed a company-wide review is underway to address operational concerns.
UnitedHealth Group Incorporated (NYSE:UNH) offers healthcare coverage alongside data analytics and software solutions. Its operations span four core segments: OptumRx, OptumInsight, OptumHealth, and UnitedHealthcare—each playing a key role in the company’s strong, integrated healthcare ecosystem.
11. Apple Inc. (NASDAQ:AAPL)
Stock Upside Potential as of July 1: 10.42%
Number of Hedge Fund Holders: 159
Apple Inc. (NASDAQ:AAPL) is one of the 13 best blue-chip stocks to buy according to analysts. On June 30, the company confirmed the opening of a new, state-of-the-art studio facility in Los Angeles. The studio features two advanced radio studios and Spatial Audio capabilities dedicated to audio mixing and production spaces.
The new state-of-the-art studio is part of Apple’s push to support artist-driven content creation, audio innovation, and fan connections. The studio is to serve as the anchor of the company’s Apple Music global network of creative hubs.
“With this new studio we are furthering our commitment to creating a space for artists to create, connect, and share their vision,” said Rachel Newman, Apple Music’s co-head.
Apple Music is part of Apple’s vast service network, offering a catalog of over 100 million songs available in more than 167 countries.
Apple Inc. (NASDAQ:AAPL) is a technology company that designs, manufactures, and markets a range of consumer electronics, computer software, and online services. Its product categories include iPhones, iPads, Macs, Apple Watches, and Apple TVs. Apple also offers various services, including the App Store, Apple Music, Apple TV+, Apple Arcade, and Apple Fitness.
10. Walmart Inc. (NYSE:WMT)
Stock Upside Potential as of July 1: 12.57%
Number of Hedge Fund Holders: 100
Walmart Inc. (NYSE:WMT) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 29, Morgan Stanley reiterated that digital transformation has reshaped the company’s earnings trajectory.
In a research note to investors, Morgan Stanley notes that Walmart has evolved from a traditional brick-and-mortar retailer to an e-commerce powerhouse. The investment bank also views the company as a disruptor in the retail media and supply chain.
Morgan Stanley has taken note of Walmart’s e-commerce losses narrowing significantly to the point of near breakeven. While online merchandise still generates losses, Morgan Stanley expects them to narrow significantly as the scale of operation lowers delivery costs.
Consequently, the investment bank expects Walmart to generate $6 billion in incremental adjusted operating income due to growth in its e-commerce business. It also expects margins to be in the 10% to 12% range.
Walmart Inc. (NYSE:WMT) operates retail stores and e-commerce platforms, focusing on providing a wide variety of products at affordable prices. It offers a range of goods, including apparel, homeware, jewelry, and hardliners.
9. Alphabet Inc. (NASDAQ:GOOGL)
Stock Upside Potential as of July 1: 13.52%
Number of Hedge Fund Holders: 227
Alphabet Inc. (NASDAQ:GOOGL) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 30, the company confirmed that it had struck a deal to purchase power from a fusion-powered project in Virginia. The company has signed its first-ever direct corporate power purchase agreement with Commonwealth Fusion Systems (CFS).
Under the terms of the agreement, Commonwealth Fusion Systems is to supply 200 megawatts of power from the CFS ARC project. The project boasts a total capacity of 400MW. The purchase comes as the growth of artificial intelligence and data centers fuels global demand for power.
Fusion has emerged as a preferred means of generating clean energy, as it does not produce large amounts of radioactive waste, unlike nuclear energy. With the purchase, Alphabet has also agreed to increase its investments in CFS. Alphabet is one of the companies that invested nearly $1.8 billion in CFS in 2021.
Alphabet Inc. (NASDAQ:GOOGL) is a technology company that owns a diverse portfolio of companies and brands. It owns Google, which runs the world’s largest search engine, and YouTube, which spearheads its efforts in digital advertising. It’s also a big player in cloud computing and AI.
8. Mastercard Incorporated (NYSE:MA)
Stock Upside Potential as of July 1: 13.70%
Number of Hedge Fund Holders: 155
Mastercard Incorporated (NYSE:MA) is one of the 13 best blue-chip stocks to buy according to analysts. On June 27, Argentina-based fintech startup Tapi announced its acquisition of the bill payment and cash-handling divisions of Arcus, a Mastercard-owned company, expanding its footprint in the Mexican market.
The acquisition will give Tapi access to a vast network of cash-in and cash-out locations across Mexico. The acquisition will also enable the company to expand its digitization efforts in a market with growing fintech adoption.
Tapi expects the expansion to allow them to process more than 270 million transactions in Latin America by year-end. Mastercard, Arcu’s parent company, will retain the brand and payment processing and reconciliation technologies through Mexico’s real-time interbank network.
Mastercard Incorporated (NYSE:MA) is a financial technology company focused on the payments industry. It facilitates electronic funds transfers (EFTs) through its network, enabling transactions using branded debit, credit, and prepaid cards.
7. SAP SE (NYSE:SAP)
Stock Upside Potential as of July 1: 17.47%
Number of Hedge Fund Holders: 33
SAP SE (NYSE:SAP) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 17, Piper Sandler initiated coverage on SAP with an Overweight rating and a €350 price target, citing rapid growth in its Cloud ERP business. The segment has reached a €17 billion run rate, growing 34% year-over-year, and is expected to surpass 50% of total revenue in 2025.
The firm believes this cloud shift will support double-digit revenue growth and 15–20% annual free cash flow gains through 2030. Piper Sandler sees SAP’s evolving cloud model and blockchain integration as key drivers of long-term earnings and valuation expansion.
SAP SE (NYSE:SAP) is a global leader in enterprise software and business AI solutions, headquartered in Walldorf, Germany. Founded in 1972, the company helps organizations streamline operations across finance, supply chain, procurement, HR, and customer experience. SAP is best known for its flagship ERP platform, SAP S/4HANA, and has rapidly expanded its cloud offerings, now serving over 300 million cloud users worldwide. SAP continues to drive innovation through technologies like in-memory computing, AI, and blockchain.
6. Berkshire Hathaway Inc. (NYSE:BRK-B)
Stock Upside Potential as of July 1: 21.66%
Number of Hedge Fund Holders: 125
Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 30, it emerged that renowned investor and CEO, Warren Buffett plans to donate $6 billion worth of company shares. The donation is to be given to the charities of the billionaire investor’s choice.
Buffett is to give away $12.36 million of the company’s shares to five charities. The Bill & Melinda Gates Foundation trust is the largest beneficiary, poised to receive 9.4 million Berkshire Hathaway shares. The Susan Thompson Buffett Foundation is to receive 943,384 shares.
The Buffett Children’s Foundation, the Sherwood Foundation, the Howard G. Buffett Foundation, and the NoVo Foundation are to receive 660,366 shares each. Buffett has donated over $60 billion since he started donating his wealth in 2006.
Berkshire Hathaway Inc. (NYSE:BRK-B) is a multinational conglomerate holding company with investments in diverse industries, including insurance, rail transportation, energy, manufacturing, and retail. It also has significant investments in publicly traded companies.
5. Baidu, Inc. (NASDAQ:BIDU)
Stock Upside Potential as of July 1: 23.92%
Number of Hedge Fund Holders: 56
Baidu, Inc. (NASDAQ:BIDU) is one of the 13 best blue-chip stocks to buy, according to analysts. On July 1, Baidu, Inc. announced Haijian He as its new Chief Financial Officer, effective immediately. He joins from Kingsoft Cloud, where he held CFO and executive director roles and brings prior experience from Goldman Sachs, BofA Merrill Lynch, and Citigroup. Baidu continues to show strong financial health with a current ratio of 2.29 and more cash than debt, according to InvestingPro.
The leadership shuffle also includes Junjie He transitioning from interim CFO to Senior Vice President of HR and administration and Shanshan Cui stepping in as Secretary General of the Organizational Culture Committee. CEO Robin Li welcomed the moves, citing them as crucial to Baidu’s next phase of growth.
Haijian He holds degrees in electronic engineering, an MBA from the University of Chicago, and a Harvard AMP credential. As a CFA charterholder, his appointment aligns with Baidu’s ambition to reinforce its AI-driven strategy and operational agility in the global tech market.
Baidu, Inc. (NASDAQ: BIDU) is a leading Chinese technology company and a global pioneer in artificial intelligence. Often referred to as “China’s Google,” Baidu is the country’s dominant search engine, commanding a significant share of the internet search market. Beyond search, Baidu has aggressively expanded into next-generation technologies. The company is at the forefront of autonomous driving, natural language processing, and generative AI development. Its AI platform, Baidu Brain, powers everything from smart assistants to self-driving vehicles, and its large language model Ernie Bot is one of China’s most advanced generative AI offerings.
4. Micron Technology, Inc. (NASDAQ:MU)
Stock Upside Potential as of July 1: 26.78%
Number of Hedge Fund Holders: 96
Micron Technology (NASDAQ:MU) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 27, analysts at Bernstein SocGen Group reiterated an ‘Outperform’ rating on the stock and a $140 price target. The research firm’s bullish stance is in response to the company’s better-than-expected performance in the high-bandwidth memory segment.
The strong performance in the high-bandwidth segment was one of the catalysts behind Micron Technology delivering nearly 50% growth in its fiscal third quarter of 2025. In addition, HBM remains sold out for the calendar year. Likewise, the company is on track to reach its target market share in the second half of the year, ahead of schedule.
Additionally, Micron is projecting strong bit growth for the calendar year 2026. Bernstein, on the other hand, expects the company to benefit from a significant increase in HBM average selling prices, driven by larger die sizes and favorable trade ratios.
Micron Technology (NASDAQ:MU) is a global leader in memory and storage solutions, specializing in the design, development, manufacturing, and sale of DRAM, NAND, and NOR flash memory. It provides memory and storage solutions for various applications, including data centers, artificial intelligence, automotive, mobile devices, and client computing.
3. Eli Lilly and Company (NYSE:LLY)
Stock Upside Potential as of July 1: 28.23%
Number of Hedge Fund Holders: 119
Eli Lilly and Company (NYSE:LLY) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 30, RBC Capital Markets reiterated that the company’s upcoming TRAILBLAZER-3 trial data on Kisunla could unlock significant value in the Alzheimer’s treatment market.
The research firm is optimistic that the trial will deliver positive results, given prior evidence that has shown beta-amyloid therapies to be effective in earlier stages of the disease. The firm expects the company to generate $4 billion in additional US sales if the treatment is applied to just 2.5% of the estimated 15 million eligible patients.
Eli Lilly has already secured marketing authorization for Kisunla from the Australian Therapeutic Goods Administration. The authorization covers the use of an injection for intravenous infusion every four weeks to treat mild cognitive impairment and mild dementia due to Alzheimer’s. The authorization came on the drug showing slowed cognitive and functional decline in patients with early symptomatic Alzheimer’s disease.
Eli Lilly and Company (NYSE:LLY) is a global pharmaceutical company that discovers, develops, manufactures, and markets medicines. It focuses on areas such as diabetes, oncology, immunology, neuroscience, and obesity, with a mission to develop drugs that improve the lives of people worldwide.
2. Alibaba Group Holding Limited (NYSE:BABA)
Stock Upside Potential as of July 1: 44.64%
Number of Hedge Fund Holders: 125
Alibaba Group Holding Limited (NYSE:BABA) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 30, Alibaba (NYSE: BABA) shares slipped 1.4% premarket after Baidu announced it would open-source its Ernie AI model—introducing new pressure in China’s fast-moving AI race. While Alibaba has its own open-source Qwen model, Baidu’s move is seen as a bold step that could speed up AI development across the country.
Industry analysts warn this shift may challenge Alibaba’s competitive edge, forcing it to ramp up AI efforts to keep pace. With Chinese tech firms racing to dominate generative AI, Baidu’s decision could reshape market dynamics and intensify the rivalry among leading players.
Alibaba Group Holding Limited (NYSE:BABA) is a leading global technology company that delivers infrastructure and marketing platforms across a diverse business portfolio, operating through seven key segments: China Commerce, International Commerce, Local Consumer Services, Cainiao (logistics), Cloud Computing, Digital Media & Entertainment, and Innovation Initiatives & Others.
1. JD.com, Inc. (NASDAQ:JD)
Stock Upside Potential as of July 1: 44.93%
Number of Hedge Fund Holders: 66
JD.com, Inc. (NASDAQ:JD) is one of the 13 best blue-chip stocks to buy, according to analysts. On June 30, Jefferies lowered its price target for JD.com from $66 to $60 while maintaining a Buy rating. The firm acknowledged JD.com’s early progress in food delivery, which has successfully attracted younger and more female users to its platform.
However, analysts cautioned that the food delivery segment is still in its infancy and may weigh on near-term profitability. JD’s strategy reflects the broader trend among Chinese tech firms to build super apps integrating shopping, travel, dining, and entertainment—though Jefferies sees entertainment platforms as the most resilient heading into the second half of the year.
JD.com, Inc. (NASDAQ:JD) is a leading Chinese e-commerce company that operates both an online retail business and a third-party marketplace through its website and mobile app. Its operations span four key segments: JD Retail, which includes its core e-commerce platform; JD Logistics, offering warehousing and delivery services; Dada, its on-demand delivery network; and New Businesses, which focuses on emerging ventures and innovation.
While we acknowledge the potential of JD 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 JD and that has 100x upside potential, check out our report about this cheapest AI stock.
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