In this article, we will look at the Stocks On The Rise: 12 Best Stocks to Invest in Right Now.
On September 24, Anastasia Amoroso, Partners Group chief investment strategist, appeared on CNBC’s ‘Squawk Box’ to discuss the latest market trends and the Fed’s interest rate outlook.
Discussing Fed Chair Jay Powell’s remarks at a local Chamber of Commerce event in Rhode Island on September 23, she noted that Chair Powell was merely stating the obvious, as we do have somewhat stretched valuations. Additionally, the market rallied 47% in the case of the Nasdaq since the April lows.
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According to her, most people know that Chair Powell is most focused on the labor market now, and she finds it quite supportive that he once again referred us back to the market pricing, which itself is looking for an additional two rate cuts by the end of the year.
That, according to her, is a really constructive narrative that should support the market.
With these trends in view, let’s look at the stocks on the rise and the best stocks to invest in right now.
Our Methodology
We used stock screeners to make a list of the stocks that have surged at least 50% over the last 6 months and selected the top 12 with the highest number of hedge fund holders as of Q2 2025, sourcing the hedge fund sentiment data from Insider Monkey’s database. The list is sorted in ascending order of hedge fund holders.
Note: All data was sourced on September 22.
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).
Stocks On The Rise: 12 Best Stocks to Invest in Right Now
12. Cloudflare, Inc. (NYSE:NET)
6-Month Performance: 91.57%
Number of Hedge Fund Holders: 59
Cloudflare, Inc. (NYSE:NET) is one of the best stocks to invest in right now. On September 16, TD Cowen analyst Shaul Eyal maintained a Buy rating on Cloudflare, Inc. (NYSE:NET) and set a price target of $250.00.
Cloudflare, Inc. (NYSE:NET) reported $512.3 million in revenue in its fiscal Q2 2025 results, reflecting a 28% year-over-year growth.
GAAP loss from operations in the quarter reached $67.3 million, or 13% of total revenue, while non-GAAP income from operations was $72.3 million, or 14% of revenue.
The company also delivered current RPO year-over-year growth of 33% and RPO year-over-year growth of 39%.
Cloudflare, Inc. (NYSE:NET) provides cloud-based services to secure websites. The company’s offerings include products for video streaming and delivery, performance and reliability, domain registration, Cloudflare for developers, insights, advanced security, and more.
11. Affirm Holdings, Inc. (NASDAQ:AFRM)
6-Month Performance: 92.24%
Number of Hedge Fund Holders: 70
Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the best stocks to invest in right now. On September 16, Mizuho Securities analyst Dan Dolev maintained a Buy rating on Affirm Holdings, Inc. (NASDAQ:AFRM) and set a price target of $100.00.
Affirm Holdings, Inc. (NASDAQ:AFRM) reported in its fiscal Q4 2025 earnings that Gross Merchandise Volume (GMV) rose 43% to $10.4 billion, supported by strength with its “largest merchant partners, 0% APR monthly installment loans, and the direct-to-consumer business, including Affirm Card.”
The company also reported that the Direct-to-Consumer GMV (D2C GMV) grew 61% to $3.1 billion, while Affirm Card GMV within this grew 132% to $1.2 billion. Management reported that the overall growth rate for both Card and D2C accelerated from the previous quarter.
Affirm Holdings, Inc. (NASDAQ:AFRM) is involved in the operation of a platform for digital and mobile-first commerce. The company’s platform comprises three core elements, including merchant commerce solutions, a point-of-sale payment solution for consumers, and a consumer-focused app.
10. Cameco Corporation (NYSE:CCJ)
6-Month Performance: 92.15%
Number of Hedge Fund Holders: 77
Cameco Corporation (NYSE:CCJ) is one of the best stocks to invest in right now. In a report released on September 18, Bob Brackett from Bernstein reiterated a Buy rating on Cameco Corporation (NYSE:CCJ) and set a price target of $74.00.
Cameco Corporation (NYSE:CCJ) reported strong consolidated financial performance for fiscal Q2 2025 and the first six months of 2025. It reported adjusted net earnings of $308 million, net earnings of $321 million, and adjusted EBITDA of $673 million, all considerably higher than in fiscal Q2 2024.
Management attributed the performance to increased equity earnings from its investment in Westinghouse and strong performance in its uranium and fuel services segments.
Cameco Corporation (NYSE:CCJ) provides uranium and operates through the Uranium and Fuel Services segments. The Uranium segment explores, mines, purchases, and sells uranium concentrate, while the Fuel Services segment undertakes the refining, conversion, and fabrication of uranium concentrate, along with the sale and purchase of conversion services.
9. Core Scientific, Inc. (NASDAQ:CORZ)
6-Month Performance: 93.48%
Number of Hedge Fund Holders: 78
Core Scientific, Inc. (NASDAQ:CORZ) is one of the best stocks to invest in right now. In a report released on September 15, Gautam Chhugani from Bernstein maintained a Buy rating on Core Scientific, Inc. (NASDAQ:CORZ) and set a price target of $17.00.
Core Scientific, Inc. (NASDAQ:CORZ) reported total revenue of $78.6 million in fiscal Q2 2025 compared to $141.1 million in the same quarter last year.
Adjusted EBITDA for the quarter reached $21.5 million compared to $46.0 million for the prior year period.
Core Scientific, Inc. (NASDAQ:CORZ) operates digital Bitcoin mining and high-performance computing infrastructure. The company leverages its own fleet of computers, called miners, to earn Bitcoin for its own account and also provides hosting services for Bitcoin mining and high-performance computing customers at eight US-based operational data centers.
8. Arista Networks, Inc. (NYSE:ANET)
6-Month Performance: 80.32%
Number of Hedge Fund Holders: 81
Arista Networks, Inc. (NYSE:ANET) is one of the best stocks to invest in right now. On September 15, William Blair analyst Sebastien Naji reiterated a bullish stance on Arista Networks, Inc. (NYSE:ANET), giving the stock a Buy rating.
UBS analyst David Vogt also expressed bullish sentiments for the stock, giving it a Buy rating with a price target of $155.00 on September 15.
The same day, Citi also maintained a Buy rating on Arista Networks, Inc. (NYSE:ANET) with a $176.00 price target.
The analyst consensus rating for Arista Networks, Inc. (NYSE:ANET) is a Strong Buy, and the stock’s median price target of $145.10 implies an upside of 10.27% from current levels.
Arista Networks, Inc. (NYSE:ANET) develops, markets, and sells cloud networking solutions. The company’s solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms.
Arista Networks, Inc. (NYSE:ANET) also offers various product categories, including Core, Cognitive Adjacencies, and Network Software and Services.
7. Amphenol Corporation (NYSE:APH)
6-Month Performance: 86.77%
Number of Hedge Fund Holders: 81
Amphenol Corporation (NYSE:APH) is one of the best stocks to invest in right now. On September 23, Truist Financial analyst William Stein reiterated a Buy rating on Amphenol Corporation (NYSE:APH) and set a price target of $123.69.
Amphenol Corporation (NYSE:APH) announced on August 18 that it signed a definitive agreement to acquire Trexon for approximately $1 billion in cash, with the transaction subject to customary post-closing adjustments.
Management reported that Trexon is anticipated to have 2025 sales and EBITDA margins of approximately $290 million and 26%, respectively.
Amphenol Corporation (NYSE:APH) is involved in the design, marketing, and manufacture of electrical, electronic, and fiber optic connectors, antennas, interconnect systems, sensors and sensor-based products, and specialty cable.
The company’s operations are divided into the following segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.
6. Insmed Incorporated (NASDAQ:INSM)
6-Month Performance: 83.78%
Number of Hedge Fund Holders: 82
Insmed Incorporated (NASDAQ:INSM) is one of the best stocks to invest in right now. On September 19, RBC Capital analyst Leonid Timashev maintained a Buy rating on Insmed Incorporated (NASDAQ:INSM) and set a price target of $138.00.
Insmed Incorporated (NASDAQ:INSM) reported in its fiscal Q2 2025 results that total revenue for ARIKAYCE reached $107.4 million for the quarter, reflecting a growth of 19% over fiscal Q2 2024.
Insmed Incorporated (NASDAQ:INSM) is a global biopharmaceutical company that develops and commercializes therapies for patients with rare diseases. The company focuses on the Brensocatib and Treprostinil Palmitil Inhalation Powder (TPIP) pipeline.
5. Talen Energy Corporation (NASDAQ:TLN)
6-Month Performance: 98.89%
Number of Hedge Fund Holders: 83
Talen Energy Corporation (NASDAQ:TLN) is one of the best stocks to invest in right now. On September 22, Scotiabank initiated coverage of Talen Energy Corporation (NASDAQ:TLN) with a Sector Perform rating and $418 price target.
The firm told investors that it has a bullish fundamental view on the independent power producers group, and cited a “robust” outlook for strong cash flow generation and electricity demand.
The analyst added that while Talen Energy Corporation (NASDAQ:TLN) is well-positioned for growth, its upside opportunities are not unique.
Talen Energy Corporation (NASDAQ:TLN) is involved in the operation of power infrastructure. The company produces and sells electricity, capacity, and ancillary services into wholesale power markets via its subsidiaries.
4. Coinbase Global, Inc. (NASDAQ:COIN)
6-Month Performance: 79.88%
Number of Hedge Fund Holders: 87
Coinbase Global, Inc. (NASDAQ:COIN) is one of the best stocks to invest in right now. On September 18, Mizuho analyst Dan Dolev raised the firm’s price target on Coinbase Global, Inc. (NASDAQ:COIN) to $300 from $267 while keeping a Neutral rating on the shares.
The firm told investors in a research note that, according to its analysis, consumer lenders, bank processors, and exchanges are in the best position to benefit from interest rate cuts.
Dolev added that exchanges like Coinbase rely on trading commissions, with the trading activity tending to rise when rates are lower.
The firm believes that shares of Coinbase Global, Inc. (NASDAQ:COIN) deserve credit for the company’s cost management, growth, and secular tailwinds.
Coinbase Global, Inc. (NASDAQ:COIN) provides a platform for customers to engage with crypto assets and offers critical infrastructure for the on-chain economy. The company offers services and products to three customer groups: Consumers, Institutions, and Developers.
3. GE Vernova, Inc. (NYSE:GEV)
6-Month Performance: 85.31%
Number of Hedge Fund Holders: 106
GE Vernova, Inc. (NYSE:GEV) is one of the best stocks to invest in right now. On September 17, UBS analyst Amit Mehrotra maintained a Buy rating on GE Vernova, Inc. (NYSE:GEV) and set a price target of $614.00.
The same day, GE Vernova, Inc. (NYSE:GEV) announced that it signed an agreement with Enertrag to provide seven 6MW-164m turbines produced at its factory in Salzbergen, Germany, with the deal booked in fiscal Q2 2025.
Management reported that the workhorse turbines would be installed at the Bonacker wind farm in Nordrhein-Westfalen in western Germany.
GE Vernova, Inc. (NYSE:GEV) is an electric power industry with products and services that transfer, generate, convert, orchestrate, and store electricity. Its operations are divided into the Power, Wind, and Electrification segments.
2. Tesla, Inc. (NASDAQ:TSLA)
6-Month Performance: 80.34%
Number of Hedge Fund Holders: 115
Tesla, Inc. (NASDAQ:TSLA) is one of the best stocks to invest in right now. On September 23, Mizuho raised the firm’s price target on Tesla, Inc. (NASDAQ:TSLA) to $450 from $375 while keeping an Outperform rating on the shares.
The firm told investors in a research note that it raised estimates in the autos space, reasoning that the US tariffs should have a minimal effect on new vehicle prices.
It added that the US electric vehicle sales in August rose 17% year-over-year as consumers look to cash in before the Inflation Reduction Act credits end.
Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, and sells high-performance electric vehicles and energy generation and storage systems. However, it isn’t merely an automotive manufacturer; it also focuses on innovative technologies, including robotics and AI. The company has a humanoid robot line, Optimus, and an autonomous vehicle fleet, Cybercabs.
1. Broadcom Inc. (NASDAQ:AVGO)
6-Month Performance: 81.03%
Number of Hedge Fund Holders: 156
Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to invest in right now. In a report released on September 16, Stacy Rasgon from Bernstein maintained a Buy rating on Broadcom Inc. (NASDAQ:AVGO) and set a price target of $400.00.
Broadcom Inc. (NASDAQ:AVGO) reported $15.952 billion in revenue in fiscal Q3 2025, up 22% compared to the same period last year.
GAAP net income for the quarter reached $4.140 billion, while net income was $8.404 billion. The company also reported an adjusted EBITDA of $10.702 billion, or 67% of revenue.
Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products.
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