In this article, we will list the 5 Must-Buy US Stocks to Buy Right Now. Please visit 10 Must-Buy US Stocks to Buy Right Now if you would like to see the extended list and the methodology behind it.
5. Permian Resources Corporation (NYSE:PR)
Number of Hedge Fund Holders: 56
Year-To-Date Performance: 45.26%
Permian Resources Corporation (NYSE:PR) is one of the must-buy US stocks to buy right now. On April 7, KeyBanc analyst Tim Rezvan initiated coverage on Permian Resources Corporation (NYSE:PR) with an Overweight rating and a $25 price target. The analyst expressed confidence in the company’s outlook as oil prices stay elevated.
A big part of Rezvan’s conviction rests on management’s track record since the 2022 merger of Centennial and Colgate that created the current Permian Resources. He acknowledged that early skepticism about the company’s two young co-CEOs turned out to be unwarranted. In fact, he credited them with rolling out an effective growth strategy while keeping debt levels low.
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On the balance sheet, Rezvan highlighted that Permian Resources has kept leverage below 1x since mid-2024. He noted that the company is in the process of transitioning to investment-grade debt, which is a move that positions it to improve natural gas realizations and lower its cost of debt capital going forward.
The analyst also noted that Permian Resources has also been actively building its asset base through acquisitions. Rezvan backs this strategy and expects 2026 to be another active year for deal-making. He noted that growing inventory scarcity across the Permian Basin makes ground-game acquisitions increasingly important for sustaining long-term production growth.
Permian Resources Corporation (NYSE:PR) is an independent oil and natural gas company. It focuses on the exploration and production of hydrocarbons. It develops and produces crude oil, natural gas liquids, and natural gas from its acreage positions primarily in the Delaware Basin, part of the Permian Basin in West Texas and New Mexico.
4. Cheniere Energy, Inc. (NYSE:LNG)
Number of Hedge Fund Holders: 81
Year-To-Date Performance: 36.72%
Cheniere Energy, Inc. (NYSE:LNG) is one of the must-buy US stocks to buy right now. On April 7, Jefferies analyst Lloyd Byrne raised his price target on Cheniere Energy, Inc. (NYSE:LNG) from $275 to $330 while maintaining a Buy rating.
Byrne noted that his firm expects Cheniere to report Q1 FY2026 EBITDA of $2.12 billion, which would be 8% above Wall Street consensus. This beat, said the analyst, will be driven by a higher-than-expected alternative fuel tax credit (AFTC), optimized operations around Storm Fern, and overall strong operational execution.
Looking further into 2026, the analyst anticipates a production beat of roughly one million tons for the full year. This would leave Cheniere with slightly more spot market exposure, which means a larger share of its liquefied natural gas (LNG) available to sell at prevailing market prices rather than locked into fixed long-term contracts. The analyst does not expect large-scale maintenance deferrals, and sees optimization as an additional source of upside.
However, Byrne noted that the bigger strategic question on investors’ minds is how Cheniere can best capitalize on a rapidly shifting macro environment. In his view, the Middle East conflict will directly support new US Sales and Purchase Agreement (SPA) signings. This is because buyers will want to lock in reliable, long-term supply away from geopolitically unstable sources.
Cheniere Energy, Inc. (NYSE:LNG) is an energy infrastructure company focused on LNG production, export, and marketing. It operates LNG liquefaction and export terminals, including the Sabine Pass facility in Louisiana and the Corpus Christi facility in Texas, and provides services across the LNG value chain such as gas procurement, liquefaction, transportation, and delivery.
3. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders: 85
Year-To-Date Performance: 41.10%
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the must-buy US stocks to buy right now. On April 1, Benchmark reaffirmed its Buy rating on Marvell with a $130 price target after it announced an expanded partnership with Nvidia. Analyst Cody Acree emphasized that Marvell was already part of Nvidia’s NVLink Fusion ecosystem since its launch in May 2025, so the news reflects a deepening of collaboration rather than a new entry.
The partnership strengthens Marvell’s role in custom XPUs, NVLink Fusion‑compatible networking, advanced optical interconnects, silicon photonics, and AI‑RAN for 5G/6G networks. Nvidia also disclosed a $2 billion investment in Marvell, underscoring the strategic importance of the relationship.
Benchmark noted it is not yet revising estimates for either company.
On March 31, 2026, Nvidia and Marvell formally announced the partnership, connecting Marvell to Nvidia’s AI factory and AI‑RAN ecosystem through NVLink Fusion.
Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor company. It designs and develops integrated circuits and data infrastructure solutions. The company provides products such as application-specific integrated circuits, data processing units, Ethernet networking solutions, storage controllers, and optical interconnect technologies used in data centers, cloud computing, and telecommunications networks.
2. Applied Materials, Inc. (NASDAQ:AMAT)
Number of Hedge Fund Holders: 111
Year-To-Date Performance: 54.80%
Applied Materials, Inc. (NASDAQ:AMAT) is one of the must-buy US stocks to buy right now. On April 8, Applied Materials, Inc. (NASDAQ:AMAT) unveiled two new chipmaking systems, the Precision Selective Nitride PECVD and the Trillium ALD, for AI and high-performance computing, or HPC, chips. The company said that the new systems are engineered to help logic chip manufacturers build Gate-All-Around, or GAA, transistors at the 2nm process node and beyond.
Unlike older designs, GAA transistors wrap the gate material around all four sides of the current-carrying silicon nanosheets. This gives manufacturers far tighter control over electrical flow. Building these structures requires over 500 precise processing steps, which makes the tools used to execute each step critically important.
The company explained that the Precision Selective Nitride PECVD system deposits silicon nitride materials using a selective, bottom-up deposition process at lower temperatures. Its specific job is to maintain the integrity of trench isolation, which is the insulating barriers between transistors, during subsequent manufacturing steps. On the other hand, the Trillium ALD system handles the deposition of metal gate stacks inside the GAA transistors. It integrates multiple metal deposition steps onto a single platform, maintains high vacuum throughout to prevent contamination, and provides angstrom-scale thickness control for each layer of the gate stack. According to the company, both systems are already in use by leading foundry manufacturers working on 2nm and advanced nodes.
Applied Materials, Inc. (NASDAQ:AMAT) is a semiconductor equipment company that provides manufacturing systems, services, and software used in the production of electronic devices. It supplies tools for processes such as deposition, etching, polishing, and inspection, which are used to fabricate semiconductor chips, display panels, and related technologies.
1. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 137
Year-To-Date Performance: 47.69%
Micron Technology, Inc. (NASDAQ:MU) is one of the must-buy US stocks to buy right now. On April 8, UBS analyst Timothy Arcuri raised his price target on Micron Technology, Inc. (NASDAQ:MU) from $510 to $535 while maintaining a Buy rating. The analyst cited mounting evidence of a durable memory pricing upcycle backed by long-term commitment from the industry’s biggest customers.
According to the analyst, UBS’s industry checks point to continued pricing strength in both DRAM and NAND. He noted that high-bandwidth memory, or HBM, is leading the charge, and that this is a trend the firm expects to push Micron’s margins meaningfully higher in the coming quarters.
Arcuri pointed out that the most outstanding aspect of UBS checks is the nature of the conversations happening between memory suppliers and their customers. He noted that hyperscalers and OEMs are actively pursuing long-term agreements with Micron, SK Hynix, and Samsung. These agreements include volume commitments, pre-payments, and clearly defined pricing ranges. This is a level of structural commitment rarely seen in what has historically been a volatile, spot-driven market, the analyst noted.
On HBM specifically, hyperscalers are pushing for longer contract terms, Arcuri said. He added that all three major memory producers are in alignment on one goal, which is rebuilding a pricing premium for HBM into calendar year 2027. This would extend margin gains well beyond the near term, he concluded.
Micron Technology, Inc. (NASDAQ:MU) is a semiconductor company that designs, manufactures, and sells memory and storage products. It produces DRAM, NAND flash memory, and solid-state drives used in data centers, personal computers, mobile devices, and automotive systems.
While we acknowledge the potential of MU 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 MU and that has 100x upside potential, check out our report about the cheapest AI stock.
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