In this article, we will take a detailed look at the Top Analyst Calls: 8 Stocks to Buy and Sell.
Investors are continuing to parse the latest earnings from major tech companies, and almost all of them so far have indicated no slowdown in their CapEx plans for AI. This is what the market wanted to hear to set aside any potential AI bubble market concerns for now.
John Kolovos from Macro Risk Advisors said in a recent program on CNBC that he believes the S&P 500 will cross the 7,000 mark soon, adding that expecting market breadth before the next bear cycle is a “pipe dream.”
“It’s been very concentrated. What did we have earlier this week? We had one of the worst breadth days on an up day, right? That used to never happen prior to like 2020,” Kolovos said. “Now it seems to happen more often than not. So if you’re talking about breadth and concentration and the narrowness of the market, my take is that if you think the market is going to expand and see breadth and participation continue, I think that’s a pipe dream. I don’t think that’s going to happen anytime soon. I don’t think it happens until after the next cyclical bear market.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.
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8. Rocket Lab Corp (NASDAQ:RKLB)
Number of Hedge Fund Investors: 46
Kevin Simpson, Capital Wealth Planning founder and CIO, explained in a recent program on CNBC why he’s buying RKLB.
“Rocket Lab Corp (NASDAQ:RKLB), Scott. It’s one of the new purchases. We didn’t get to it, but they’re turning into a real space company. 30% year-over-year earnings growth, a billion dollar backlog. If the Neutron Rocket works, this is going to be this company’s going to be something.”
ClearBridge Small Cap Growth Strategy stated the following regarding Rocket Lab USA, Inc. (NASDAQ:RKLB) in its Q1 2025 investor letter:
“We continued to generate a number of compelling new ideas, adding five new investments that we still held at quarter end: Glaukos, Rocket Lab USA, Inc. (NASDAQ:RKLB), Karman Holdings (through its IPO), Archrock, Hims & Hers and Geron.
Rocket Lab USA is a manufacturer of spacecraft and satellite components as well as a service provider for satellite launch services, primarily focused today on smaller payloads. With an innovative founder-led management team competing in an enormous market with significant growth in commercial, government and classified applications, we see significant growth potential.”
7. Emcor Group Inc (NYSE:EME)
Number of Hedge Fund Investors: 51
Kevin Simpson, Capital Wealth Planning founder and CIO, explained in a recent program on CNBC why he likes Emcor.
“We look at Emcor as a pick and shovel for the infrastructure electrification. This is a company we bought about a week ago. We paid 647 for it. We’re up a few dollars, but there’s still plenty of upside here. And when you look at the numbers underneath the surface, revenues were up to $4.3 billion. So this is a name that we haven’t talked about a whole lot on the network. It wasn’t on the list, but I think it’s something that if you don’t own it, you absolutely want to take a look at it. And it plays off of this theme, not just for the next six months, but potentially for the next six years.”
Emcor Group Inc (NYSE:EME) provides mechanical and electrical construction, industrial and energy infrastructure services.
TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding EMCOR Group, Inc. (NYSE:EME) in its second quarter 2025 investor letter:
“Contributing a 45% return was EMCOR Group, Inc. (NYSE:EME), which provides construction and operational services for mechanical and electrical systems to a broad range of commercial, industrial, utility, and institutional customers. EMCOR reported revenues and earnings that bested expectations with a record high level of remaining performance obligations (outstanding and unbilled work for existing customers) along with a healthy pipeline of new projects.”
6. Churchill Capital Corp X (NASDAQ:CCCX)
Number of Hedge Fund Investors:
Steve Grasso, Grasso Global CEO, said in a latest program on CNBC that he likes SPAC Churchill Capital but cautioned investors to only buy the stock if they are willing to take risks.
“So I have one that’s sort of a hidden play. It’s Churchill Capital Corp X (NASDAQ:CCCX). It’s actually a SPAC. No one’s talked about SPACs in how many years, court, right? So, it’s merging with Infleqtion. It’s a quantum name jumped. If you look at the chart, it’s jumped. So, please be careful when you buy this stock. This is not for the faint of heart. I’ve been playing it. I’m long it. I’ve been trading it. Very volatile name, but it’s been going up. So the volatility has worked for it and I think it goes up dramatically higher from here.”
In September, the company agreed to a definitive business combination agreement with Infleqtion, a neutral atom-based quantum technology company.
5. Roblox Corp (NYSE:RBLX)
Number of Hedge Fund Investors: 75
Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that he got “stopped out” on RBLX amid “some problems.”
“Roblox Corp (NYSE:RBLX) was a sale that we got stopped out on. We bought the stock initially in the 50s. We got stopped out at 126. Talk about this a lot with RobinHood in terms of the way they control the young demographic. But in so doing, there’s some problems that we’re seeing more and more states coming after them as a sort of a ground for bad actors. Meta went through this in the past. Roblox Corp (NYSE:RBLX) is doing a great job trying to defend it, but we got stopped out.”
However, the analyst said that he’d keep watching the stock on pullbacks.
ClearBridge Mid Cap Growth Strategy stated the following regarding Roblox Corporation (NYSE:RBLX) in its third quarter 2025 investor letter:
“We added communication services company Roblox Corporation (NYSE:RBLX), the leading user-generated gaming platform. Roblox is experiencing a fundamental re-acceleration in growth due to improved discovery algorithms and AI driving faster game development and growing opportunities in advertising. With a dominant position from its network effects, a plethora of creator tools and the ability to grow its virtual economy, we believe that Roblox will continue to drive strong top-line revenue growth. Secular tailwinds such as expansion into older age demographics and internationally, as well as margin expansion opportunities as existing user engagement continues to grow, also position the company well.”
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