11 Best Guru Stocks to Buy According to Wall Street Analysts

In this article, we discuss the 11 Best Guru Stocks to Buy According to Wall Street Analysts. 

Wall Street seems to be breathing a little easier after the initial panic over President Trump’s tariffs earlier this month, but the rollercoaster is not over just yet. All three major indexes closed last week in the red, with the Dow and NASDAQ both dipping over 2%, and the broader market down more than 1%. Even though markets remain closed on April 18 for Good Friday, the general consensus is that the worst of the trade war headlines might be dying down.

Marko Papic, chief strategist of geomacro strategy at BCA Research, remains cautiously optimistic, noting that while the idea of President Trump striking 90 trade deals in 90 days sounds ambitious, they will likely be small, symbolic wins that still help calm markets. That said, volatility is expected to continue, and Papic predicts the broader market could dip again before bouncing back, potentially giving investors a buying opportunity.

Investors are deep in earnings season right now, and some of Wall Street’s biggest banks have reported solid first-quarter results. A big part of their success came from their trading desks, which cashed in on the recent market volatility, especially in equities. However, despite strong numbers on paper, bank CEOs remain cautious and are hesitant to make big moves right now because of the market uncertainty. The US dollar also just had its worst weekly performance since 2022. Meanwhile, investors are playing it safe and rapidly buying bonds, which pushed the 10-year Treasury yield down to around 4.28%.

While some investors are seeing the current market dip as a buying opportunity, Daniel Von Ahlen from GlobalData TS Lombard says otherwise. He believes the risks of a recession are being seriously underestimated. Even though Trump’s recent tariff halt gave markets a bit of a boost, Ahlen thinks that bounce will not last. In his view, this is not the time to scoop up stocks on the cheap, he is actually advising people to sell into rallies and avoid the usual buy-the-dip strategy. Ahlen suggests getting a bit more cautious and selective. Instead of jumping into the whole market, he recommends focusing on defensive sectors, like utilities, consumer staples, and healthcare, that tend to hold up better in downturns.

The market uncertainty is reflected in ETFs as well, which are often considered wiser investment options due to active management strategies and lower risk compared to individual investing. For example, the Guru ETF is down 8.30% year-to-date as of April 18. However, over the last 12 months, the fund has posted share price returns of 13.38%. Similarly, five-year share returns stand at an impressive 51.57%. GURU gives retail investors a way to tap into the top stock picks of major hedge funds at a relatively low 0.75% expense ratio. It offers a more affordable and flexible way to try and beat the broader market using expert insights. So, let’s take a look at the best Guru stocks to buy.

11 Best Guru Stocks To Buy According To Wall Street Analysts

A man in black suit holding a tablet looks at stock market data on a monitor. Photo by Tima Miroshnichenko on Pexels

Our Methodology 

For this article, we looked up the GURU ETF, which had 82 holdings as of April 18. Next, we manually searched for the average upside potential of each stock and selected 11 stocks with the highest values. The list below is ranked in ascending order of the upside potential as of April 18. We have also mentioned the hedge fund sentiment as of Q4 2024.

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).

11. Nuvalent, Inc. (NASDAQ:NUVL)

Number of Hedge Fund Holders: 50

Average Upside Potential: 61.51%

Nuvalent, Inc. (NASDAQ:NUVL) is a clinical-stage biopharmaceutical company that develops new cancer treatments. The company specializes in making medicines that can help when other treatments stop responding or cause side effects, especially in cancers that spread to the brain. On March 14, UBS analyst David Dai upgraded NUVL from Neutral to Buy with a price target of $100. Nuvalent is considered undervalued despite strong progress in developing lung cancer treatments, which could potentially bring in up to $3.3 billion in sales. The company is also speeding up the release of key data for its drug zidesamtinib, now expected in early 2025, boosting investor optimism and growth potential.

The company ended 2024 with a strong cash position of $1.1 billion, which should be sufficient to finance operations through 2028. Nuvalent invested $69.4 million in R&D during Q4, bringing the total for the year to $217.8 million. Nuvalent, Inc. (NASDAQ:NUVL) was not profitable last year, reporting a net loss of $74.8 million in the fourth quarter and $260.8 million for all of 2024.

According to Insider Monkey’s fourth quarter database, 50 hedge funds were bullish on Nuvalent, Inc. (NASDAQ:NUVL), compared to 34 funds in the preceding quarter. James E. Flynn’s Deerfield Management was the leading stakeholder of the company, with nearly 18 million shares worth $1.40 billion.

10. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

Average Upside Potential: 68.36%

NVIDIA Corporation (NASDAQ:NVDA) is one of the top AI, semiconductor, and computer graphics companies in the world. It ranks 10th on our list of the best Guru stocks. On April 17, Stifel analysts maintained a Buy rating on NVDA with a price target of $180. The company is taking a $5.5 billion inventory hit after the US implemented new export controls requiring special licenses to sell specific chips to China, including Hong Kong and Macau. However, analysts think NVIDIA Corporation (NASDAQ:NVDA)’s long-term growth story remains strong despite the near-term challenges.

On April 14, NVIDIA Corporation (NASDAQ:NVDA) announced the production shift of its AI supercomputers to the US. The company plans to invest up to $500 billion over the next four years. The move follows sharp tariffs on imports from Taiwan and China, where Nvidia currently manufactures most of its chips. New factories are being built in Texas with Foxconn and Wistron, aiming for mass production in 12 to 15 months. Nvidia will also use its tech to create digital factory models and automate processes.

According to Insider Monkey’s fourth quarter database, 223 hedge funds were bullish on NVIDIA Corporation (NASDAQ:NVDA), up from 193 funds in the prior quarter. Ken Fisher’s Fisher Asset Management was a prominent stakeholder of the company, with 98.3 million shares valued at $13.20 billion.

9. Modine Manufacturing Company (NYSE:MOD)

Number of Hedge Fund Holders: 43

Average Upside Potential: 89.92%

Modine Manufacturing Company (NYSE:MOD) specializes in thermal management solutions, offering a wide range of products, including heating and cooling systems, industrial heat exchangers, and thermal solutions for automobiles, electronics, and data centers. It is one of the best Guru stocks to watch, with average upside potential of nearly 90% as of April 18.

On March 31, DA Davidson reiterated a Buy rating on Modine Manufacturing Company (NYSE:MOD) but lowered the price target to $140 from $155. While estimates for 2025 and 2026 were slightly lowered due to a slowdown in the vehicle segment, the long-term outlook remains strong. Analysts believe Modine’s efforts to reshape its Powertrain segment will drive solid revenue growth and double-digit gains in earnings and EBITDA by 2026 and 2027.

Modine announced plans to acquire AbsolutAire, a Michigan-based company that makes heating and ventilation systems, with the deal closing on April 1, 2025. This acquisition will boost Modine’s HVAC offerings and help it tap into the growing demand in industries like commercial, industrial, and food service. AbsolutAire will be added to Modine’s Climate Solutions segment.

According to Insider Monkey’s fourth quarter database, 43 hedge funds were bullish on Modine Manufacturing Company (NYSE:MOD), up from 32 funds in the preceding quarter. Richard Driehaus’ Driehaus Capital was the leading stakeholder of the company, with 1.43 million shares valued at nearly $167 million.

8. AppLovin Corporation (NASDAQ:APP)

Number of Hedge Fund Holders: 95

Average Upside Potential: 95.66%

AppLovin Corporation (NASDAQ:APP) is a California-based tech company that allows advertisers to grow and monetize their content through software tools. The company connects advertisers with app publishers, runs real-time auctions to get the best ad placements, and provides data and insights to help improve marketing strategies. It also supports connected TV advertising and distributes streaming content. It is one of the best Guru stocks to look out for.

On April 11, UBS analyst Chris Kuntarich assigned a Buy rating to AppLovin Corporation (NASDAQ:APP) but reduced the price target to $450 from $630. UBS is still confident in the company’s future, even after a short report raised some concerns and made e-commerce advertisers a bit more cautious. While first-quarter revenue might fall short of expectations, feedback on the company’s performance has been positive. UBS believes AppLovin’s advertising business could grow by more than 40% annually over the next few years.

AppLovin Corporation (NASDAQ:APP) recorded $1.37 billion in Q4 revenue, a 44% jump from last year, and $4.71 billion for the full year, up 43%. Most of that growth came from advertising, which surged 73%, while app revenue dipped slightly. Net income climbed a whopping 248% in Q4 and 343% for the year. Looking ahead, AppLovin expects Q1 2025 revenue to reach up to $1.385 billion. It also repurchased 25.7 million shares in 2024, ending the year with 340 million shares outstanding.

According to Insider Monkey’s fourth quarter database, 95 hedge funds were bullish on AppLovin Corporation (NASDAQ:APP), up from 51 funds in the prior quarter. Rajiv Jain’s GQG Partners was the largest stakeholder of the company, with 8.4 million shares worth $2.7 billion.

7. MoonLake Immunotherapeutics (NASDAQ:MLTX)

Number of Hedge Fund Holders: 32

Average Upside Potential: 109.04%

MoonLake Immunotherapeutics (NASDAQ:MLTX) is a Swiss clinical-stage biopharmaceutical company focused on developing therapies for inflammatory diseases. The company’s lead candidate, Sonelokimab, targets conditions like Hidradenitis Suppurativa, psoriatic arthritis, axial spondyloarthritis, and psoriasis. With an average upside potential of 109% as of April 18, MoonLake Immunotherapeutics (NASDAQ:MLTX) is one of the best Guru stocks to purchase.

On April 4, Cantor Fitzgerald reiterated an Overweight rating on MoonLake Immunotherapeutics (NASDAQ:MLTX). The analyst observed that the company has had strong success with its drug, Bimzelx, used to treat Hidradenitis Suppurativa, showing a 60% quarter-over-quarter prescription growth. Due to the potential of Bimzelx, analysts predict a significant upside from its current stock price of $38.06.

In the fourth quarter of 2024, MoonLake Immunotherapeutics (NASDAQ:MLTX) initiated two Phase 3 trials for psoriatic arthritis, one focusing on patients who have not used biologics before, and another targeting those who do not respond well to TNF treatments. Early in 2025, the company launched three more trials using their Nanobody therapy, Sonelokimab, for adolescent hidradenitis suppurativa (HS), palmoplantar pustulosis (PPP), and axial spondyloarthritis (axSpA). By the end of December 2024, MoonLake Immunotherapeutics (NASDAQ:MLTX) had $448 million in cash and short-term investments, down $46 million from the previous quarter, mostly due to increased spending on clinical trials.

According to Insider Monkey’s fourth quarter database, 32 hedge funds were bullish on MoonLake Immunotherapeutics (NASDAQ:MLTX), compared to 27 funds in the prior quarter. Mark Lampert’s Biotechnology Value Fund was the top stakeholder of the company, with 19.75 million shares valued at over $1 billion.

6. Impinj, Inc. (NASDAQ:PI)

Number of Hedge Fund Holders: 37

Average Upside Potential: 109.79%

Impinj, Inc. (NASDAQ:PI) offers a cloud connectivity platform worldwide. It connects everyday items, like clothes, car parts, and packages, to the internet using RAIN RFID technology. This allows businesses and consumers to access real-time information about these items, helping them improve efficiency, make smarter decisions, and unlock new possibilities through the Internet of Things. PI is one of the best Guru stocks to monitor.

On March 19, Piper Sandler reaffirmed an Overweight rating on Impinj, Inc. (NASDAQ:PI) with a price target of $140. Analysts remain confident in the company’s growth potential despite a short-term slowdown tied to one logistics customer. Management is optimistic, especially about RFID opportunities in the grocery sector. With strong margins and steady revenue growth, the company is seen as well-positioned to expand.

In 2024, Impinj, Inc. (NASDAQ:PI) resolved a patent dispute and rolled out some new products. The company brought in $91.6 million in revenue and maintained a 50.5% GAAP gross margin and 53.1% on a non-GAAP basis during Q4 2024. Although it reported a GAAP net loss of $2.7 million, non-GAAP numbers told a more positive story with $14.5 million in net income and $15 million in adjusted EBITDA.

According to Insider Monkey’s fourth quarter database, 37 hedge funds were bullish on Impinj, Inc. (NASDAQ:PI), compared to 22 funds in the preceding quarter. Daniel Patrick Gibson’s Sylebra Capital Management was the leading stakeholder of the company, with 2.12 million shares valued at $309.2 million.

5. Corcept Therapeutics Incorporated (NASDAQ:CORT)

Number of Hedge Fund Holders: 29

Average Upside Potential: 117.48%

Corcept Therapeutics Incorporated (NASDAQ:CORT) is an American biopharmaceutical company focused on developing treatments for endocrine, oncologic, metabolic, and neurological conditions. Their approved drug, Korlym, helps manage high blood sugar in adults with Cushing’s syndrome. CORT is one of the best Guru stocks to invest in, with an average upside potential of 117% as of April 18.

On April 3, Piper Sandler raised the price target on Corcept Therapeutics Incorporated (NASDAQ:CORT) from $128 to $131 and maintained an Overweight rating on the stock after strong Phase III results for relacorilant in treating platinum-resistant ovarian cancer (PROC). Piper Sandler sees PROC as a billion-dollar market that could play a big role in Corcept’s future growth. The company plans to file for US approval in Q3 2025, followed by a submission in the EU.

Corcept Therapeutics Incorporated (NASDAQ:CORT) set records for both new Korlym prescribers and patients in the fourth quarter of 2024. As awareness of hypercortisolism grows and more people are being screened, the company expects continued growth in its Cushing’s syndrome business. Revenue for the quarter reached $181.9 million, up from $135.4 million in Q4 2023. Total revenue for the year came in at $675 million, compared to $482.4 million last year. Net income for the quarter was slightly lower at $30.7 million, but full-year net income increased to $141.2 million. Corcept ended the year with $603.2 million in cash and investments and used $38 million for stock buybacks and employee stock options.

According to Insider Monkey’s Q4 data, 29 hedge funds held long positions in Corcept Therapeutics Incorporated (NASDAQ:CORT), up from 20 funds in the last quarter. Jim Simons’ Renaissance Technologies was the leading position holder in the company, with nearly 6.2 million shares worth $312.3 million.

4. Apellis Pharmaceuticals, Inc. (NASDAQ:APLS)

Number of Hedge Fund Holders: 44

Average Upside Potential: 132.43%

Apellis Pharmaceuticals, Inc. (NASDAQ:APLS) is a biopharmaceutical company that develops treatments for diseases with limited options. The company’s product pipeline is focused on geographic atrophy and rare kidney and transplant-related conditions. APLS is one of the best Guru stocks to invest in.

On March 3, Raymond James analyst Steven Seedhouse reiterated a Strong Buy rating on  Apellis Pharmaceuticals, Inc. (NASDAQ:APLS) but trimmed the price target from $78 to $75. Despite expecting a slowdown in early 2025 due to Medicare paperwork, bad weather, and more product samples being used, the company sees strong growth ahead, supported by a 97% revenue boost over the past year and a healthy financial cushion. Apellis is especially optimistic about Syfovre, noting its flexible dosing schedule and strong backing from major insurers like Aetna. Syfovre could help Apellis grow its share in a competitive market that it has tapped into about 10% for now.

In the fourth quarter of 2024, Apellis Pharmaceuticals, Inc. (NASDAQ:APLS) earned $212.5 million in total revenue, driven by strong US sales of Syfovre and Empaveli, along with earnings from its Sobi partnership. The company also made progress in cutting its losses, with net losses dropping to $36.4 million for the quarter and $197.9 million for the year. With over $411 million in cash, Apellis is confident that its current financial position and product revenue will carry it through to profitability.

According to Insider Monkey’s fourth quarter database, 44 hedge funds were long Apellis Pharmaceuticals, Inc. (NASDAQ:APLS), compared to 35 funds in the earlier quarter. Kurt Von Emster’s VenBio Select Advisor was the largest stakeholder of the company, with 12.2 million shares valued at $390 million.

3. Amicus Therapeutics, Inc. (NASDAQ:FOLD)

Number of Hedge Fund Holders: 40

Average Upside Potential: 132.55%

Amicus Therapeutics, Inc. (NASDAQ:FOLD) is a New Jersey-based biotech company dedicated to developing innovative treatments for rare diseases. It offers oral therapy for adults with Fabry disease, and a unique two-part treatment designed for adults with late-onset Pompe disease. FOLD ranks 3rd on our list of the best Guru stocks. On February 19, BofA reiterated a Buy rating on Amicus Therapeutics, Inc. (NASDAQ:FOLD) but cut the price target from $15 to $14. BofA analysts are confident in Galafold’s sustained success and Pombiliti+Opfolda’s potential, noting that the company is well-positioned for future growth.

Amicus Therapeutics, Inc. (NASDAQ:FOLD) concluded last year with $528.3 million in full-year revenue, reflecting a 33% growth at constant exchange rates. The fourth quarter revenue came in at $149.7 million, up 30%. The company expects sales to grow another 17-24% in 2025 and is aiming to cross $1 billion in total revenue by 2028. While it posted a $56.1 million net loss for the year, it is a big improvement from 2023. Amicus is on track to report positive net income in the second half of 2025. Cash and investments held steady at around $250 million by the end of 2024.

According to Insider Monkey’s fourth quarter database, 40 hedge funds were bullish on Amicus Therapeutics, Inc. (NASDAQ:FOLD), compared to 38 funds in the prior quarter. Joseph Edelman’s Perceptive Advisors was the leading stakeholder of the company, with 24.2 million shares worth $228.4 million.

2. NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS)

Number of Hedge Fund Holders: 36

Average Upside Potential: 166.09%

NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) is a late-stage biotech company working on treatments for metabolic diseases. The company is developing obicetrapib, a pill aimed at lowering bad cholesterol and potentially treating Alzheimer’s, with clinical trials currently in progress. It is one of the best Guru stocks to buy, ranking 2nd on our list.

On February 27, Scotiabank analyst George Farmer maintained a Sector Outperform rating on NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS) with a price target of $52, up from $47. The company’s lead drug, obicetrapib, shows strong results in lowering bad cholesterol. The analyst observed that with $834 million in cash, extended patent protection to 2043, and regulatory filings expected in late 2025, the company is well-positioned for growth and potential acquisition.

By the end of 2024, NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS)’s cash and marketable securities had grown to $834.2 million, up from $340.5 million in 2023. This increase came from public equity offerings, hitting a clinical milestone, and exercising warrants and options, although some of the cash went into R&D and higher administrative expenses. The company earned $45.6 million in revenue during 2024, a big leap from $14.1 million in 2023, mostly due to reaching a clinical milestone and receiving reimbursement for development costs. NewAmsterdam reported a net loss of $241.6 million for 2024, up from $176.9 million last year, mainly due to non-cash losses linked to changes in the value of their derivative liabilities.

According to Insider Monkey’s fourth quarter database, 36 hedge funds were bullish on NewAmsterdam Pharma Company N.V. (NASDAQ:NAMS), compared to 29 funds in the preceding quarter.

1. Biohaven Ltd. (NYSE:BHVN)

Number of Hedge Fund Holders: 41

Average Upside Potential: 213.78%

Biohaven Ltd. (NYSE:BHVN) is a Connecticut-based biotech company, developing treatments for neuroscience, immunology, and cancer. The company is working on late-stage candidates for epilepsy, depression, migraines, spinal muscular atrophy, obesity, and neurodegenerative diseases like Alzheimer’s and Parkinson’s. BHVN ranks 1st on our list of the best Guru stocks to buy.

On March 7, Piper Sandler maintained an Overweight rating on Biohaven Ltd. (NYSE:BHVN) with a $76 price target. The investment firm remains confident in Biohaven, highlighting the company’s solid R&D pipeline, especially BHV-1300, which showed strong IgG-lowering results with a clean safety profile in early trials. With several milestones expected in 2025, analysts see plenty of room for growth and believe the stock is slightly undervalued right now.

In Q4 2024, Biohaven Ltd. (NYSE:BHVN)’s R&D spending increased to $167.5 million from $134.8 million in the prior-year quarter. This reflects the company’s growing pipeline, with more advanced clinical and preclinical trials underway. However, non-cash share-based compensation fell by $2 million since no new equity awards were granted in Q4 2024. Biohaven posted a net loss of $186.8 million for the fourth quarter, up from a $144.8 million loss in the same period last year.

According to Insider Monkey’s fourth quarter database, 41 hedge funds held long positions in Biohaven Ltd. (NYSE:BHVN), compared to 42 funds in the preceding quarter.

Overall, BHVN ranks first among the 11 Best Guru Stocks to Buy According to Wall Street Analysts. While we acknowledge the potential of Guru stocks, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BHVN but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.