In this article, we will take a look at the 11 stocks that will go to the moon.
Will the Market Broaden in 2025?
The earnings season is upon us and the investors are excited to see how the market sets the pace for the rest of 2025. On January 14, Thomas Martin, senior portfolio manager at GLOBALT Investments, appeared in an interview on Wealth at Yahoo Finance to share his outlook on the market and the sectors he expects to grow.
Martin shared that strategists have been putting out their target price for the S&P 500 since November 2024, which happens to be particularly wide. However, in 2025, the market is seeing one of the lowest rates of standard deviation in a while. In addition to that, the rate of return based on the targets in November is around 10% which is in line with the long-term average of the S&P 500. Based on this, Martin concluded that analysts are conservative with their estimates and are not willing to make bets on the outliers.
With uncertain policies, inflation expectations, and interest rates, he believes that the market will either experience a “down market” or a “very strong up-market” by the end of 2025. Martin also added that he expects 15% overall earnings growth followed by a 10% rate of return, emphasizing that this combination may result in the contraction of multiples. He shared that the contraction may happen because of several factors, especially interest rates being higher than usual.
Martin is extremely bullish on the financials, information technology, and communication services industries. He also expects some growth in the healthcare sector as the market broadens out. He also suggested that an optimal product portfolio will include names with strong fundamentals and sound financial performance. He added that diversification is particularly important and emphasizes the need for cash in emergency situations.
As Martin suggested, a safer portfolio is more diversified and involves names with stronger fundamentals. However, at the same time, some stocks are garnering immense traction from people on social media because of their growth potential and sound financial performance. That said, let’s take a look at the 11 stocks that will go to the moon according to the general public on social media.
A senior executive looking up at a large boardroom filled with the stocks their company manages.
Our Methodology
To come up with the 11 stocks that will go to the moon we surfed through important threads and picked the 25 most popular stocks. We then examined the analyst upside for each stock and picked the top 11 with the highest upside as of January 14, 2025. We have also included the hedge fund sentiment as of Q3 2024 for each stock.
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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
11 Stocks That Will Go to the Moon According to Reddit
11. NVIDIA Corporation (NASDAQ:NVDA)
Analyst Upside as of January 14, 2025: 31%
Number of Hedge Fund Holders: 193
NVIDIA Corporation (NASDAQ:NVDA) is a leading GPU maker driving innovation in artificial intelligence, gaming, creative design, autonomous vehicles, and robotics. Demand for NVDA’s Blackwell AI chip grew significantly in the second half of 2024, which is expected to drive significant results in 2025. While the company is currently seeing delays in the shipment of its Blackwell chips, analysts continue to remain bullish on the stock.
On January 3, the Bank of America revealed that NVDA remained a “sector top pick” in 2025. Analyst, Vivek Arya, at BofA reiterated a buy rating on the stock and set a price target of $190. Arya also remains positive on NVDA’s data center products lineup and projected upgrades to existing products in the second half of 2025.
NVIDIA Corporation (NASDAQ:NVDA) is an AI powerhouse and there is no doubt about its position in the market. While analysts remain bullish, most investors are keen to see how the company handles shipment delays for its novel Blackwell chip in 2025.
Infuse Asset Management stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q4 2024 investor letter:
“We do still own some NVIDIA Corporation (NASDAQ:NVDA) as the forward multiple isn’t egregious and it powers over 90% of AI workloads. This company is only becoming increasingly important though the hyperscalers are actively trying to save money through their own ASIC programs. The moat CUDA provides has been underestimated time and time again. While I don’t think Nvidia has quite the upside as some of the other companies in the portfolio, it has a product that the best companies in the world literally can’t get enough of.”
10. Archer Aviation Inc. (NYSE:ACHR)
Analyst Upside as of January 14, 2025: 33%
Number of Hedge Fund Holders: 24
Archer Aviation Inc (NYSE:ACHR) is a rapidly growing aircraft company with a mission to develop high-performing vertical take-off and landing aircraft in urban networks. Over the past few months, the company has accelerated its certification processes and signed partnerships, positioning it as an emerging leader in aircraft technology. For instance, on December 19 the company announced the completion of a high-volume aircraft manufacturing facility, emphasizing what 2025 has in store for the stock.
On January 8, analyst firm Canaccord raised its price target for ACHR to $14 from $11, maintaining a buy rating on the stock. The rationale behind such is that the analyst firm believes in the transformative technology under development at Archer Aviation (NYSE:ACHR). This explains why the company is rapidly enforcing crucial partnerships, accelerating its inevitable product launch. Aligning with the goal, on December 12, Archer Aviation Inc. (NYSE:ACHR) announced a strategic partnership with Anduril to make hybrid vertical take-off and landing aircraft.
Overall, the stock has shown great performance and is quite promising as it takes on large companies and the government as clients. Analysts are also bullish on the stock and their median price target implies an upside of 33% from current levels.
9. Applied Digital Corporation (NASDAQ:APLD)
Analyst Upside as of January 14, 2025: 42%
Number of Hedge Fund Holders: 26
Applied Digital Corporation (NASDAQ:APLD) is another Reddit favorite on our list. The IT service management company provides digital infrastructure solutions and cloud services for computing and artificial intelligence. Its purpose-built data centers are focused on powering the AI revolution at scale. Its two primary solutions include its data center solutions and its applied digital cloud, both of which are able to meet the demand for high-performance computing and AI.
On January 14, Robert Brown, an analyst at Lake Street, maintained a buy rating on APLD and set a price target of $11. The buy rating may be the result of its growing importance in the AI sector, which has also garnered positive financial results. In the fiscal second quarter of 2025, Applied Digital Corporation (NASDAQ:APLD) generated $63.9 million in revenue, up by 51% year-over-year.
Overall, the company seems to have a bright future as works to build crucial AI infrastructures. This explains why analysts are bullish on the stock and their median price target represents an upside of 42% from current levels.
8. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Analyst Upside as of January 14, 2025: 56%
Number of Hedge Fund Holders: 107
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor and IT company that produces accelerators capable of managing complex AI workloads, ranking eighth on our list. The company has boosted its position over the past few months by launching advanced processors for the next generation of PCs and high-performing computing solutions for the AI computing demand. For instance, on January 6, AMD announced the launch of its first commercial Dell PCs that run on its AI processors
On January 14, Gary Mobley, an analyst at Loop Capital initiated a buy rating on the stock and set a price target of $175. The analyst firm is extremely bullish on the stock and is confident that the chipmaker will continue to disrupt the industry and gain market share. Mobley emphasized that AMD has traded like “companies tied to mature markets” but is confident that its progress in GPU-based data center computing solutions will result in the stock winning the AI race.
AMD attributes its growth to its data center products and ever-growing demand for its Ryzen PC processors. The company is emerging in the AI and technology sector as a leader in the production of accelerators and processors. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a favorite among analysts and their median price target implies an upside of 56% from current levels.
7. MicroStrategy Incorporated (NASDAQ:MSTR)
Analyst Upside as of January 14, 2025: 67%
Number of Hedge Fund Holders: 25
MicroStrategy Incorporated (NASDAQ:MSTR) is a business intelligence company that provides business intelligence, mobile software, and cloud-based software services to businesses. The company is leveraging artificial intelligence to provide businesses with improved services in data visualization and advanced predictive analytics. Some of its major clients include KFC, eBay, Crate&Barrel, Celio, Petco, Sony, and Pfizer.
Over the past few months, MicroStrategy Incorporated (NASDAQ:MSTR) has forged partnerships with several key stakeholders in the industry and also improved its offerings further. For instance, On January 9, for example, MicroStrategy Incorporated (NASDAQ:MSTR) formed a partnership with STACKIT to produce a sovereign data cloud for AI-backed business intelligence.
This along with its success on the Bitcoin front explains why analyst firm Cantor Fitzgerald raised its price target for the stock from $581 to $613. Overall, analysts are bullish on the stock and their median price target implies an upside of 67%.
6. Moderna, Inc. (NASDAQ:MRNA)
Analyst Upside as of January 14, 2025: 68%
Number of Hedge Fund Holders: 34
Moderna, Inc. (NASDAQ:MRNA) ranks sixth on our list of the stocks expected to go to the moon according to Reddit. The biotechnology company is committed to transforming the world of medicine with an immense focus on RNA therapeutics and mRNA vaccines. MRNA is stepping into 2025 with a greater focus on treating respiratory issues, rare diseases, oncology, and other viruses.
In 2024, Moderna, Inc. (NASDAQ:MRNA) achieved sales of $3 to $3.1 billion from its products, ending the year with a cash balance of $9.5 billion. Consequently, the company expects 2025 revenue to range between $1.5-2.5 billion, with its cash balance reaching $6 billion. MRNA is also committed to becoming a more efficient organization, given that it reduced its operating costs by more than 25% in 2024, compared to 2023.
Investors are bullish on the stock because of its portfolio and efficient operations, which promise cost savings in the present and the future. Moderna, Inc. (NASDAQ:MRNA) plans to emphasize cost efficiency and a specific portfolio in 2025, making its roadmap to success very clear.
5. Microvast Holdings, Inc. (NASDAQ:MVST)
Analyst Upside as of January 14, 2025: 76%
Number of Hedge Fund Holders: 7
Microvast Holdings, Inc. (NASDAQ:MVST) is a lithium battery maker that serves the electric commercial vehicles and energy storage systems industries. The company is a crucial stakeholder in clean energy, as it focuses on accelerating the transition with its 31,000 battery systems in over 34 countries. Very recently on January 9, the company announced a solid breakthrough to its All-Solid-State Battery technology. The advancements promise safety, energy density, and efficiency for data center backup systems and electric school buses.
In the third quarter of 2024, the company generated record Q3 revenue worth $101.4 million, up by 27% year-over-year. At the same time, the battery maker’s gross margin surged to 33.2%, up from 22.3% in Q3 2023. Microvast Holdings, Inc. (NASDAQ:MVST) is making strides as it plans to power the next generation of electric commercial vehicles. Consequently, the company expects FY 2024 revenue to range between $90-$95 million, representing a growth rate of 15-18%.
Technology advancements coupled with a sound financial performance point to a bright future for MVST. This explains why analysts are bullish on the stock. Their median price target represents an upside of 76% from current levels, as of January 14, 2025.
4. enCore Energy Corp. (NASDAQ:EU)
Analyst Upside as of January 14, 2025: 85%
Number of Hedge Fund Holders: 17
enCore Energy Corp. (NASDAQ:EU) ranks fourth on our list of the stocks expected to go to the moon according to Reddit. The company is working to provide clean and reliable fuel for nuclear energy. As the demand for nuclear energy grows, enCore is in a very positive position to leverage that demand. On November 25, 2024, the company announced the acquisition of 5.2 million units of Nuclear Fuels Inc. and may increase or decrease its stake depending on market conditions.
In the third quarter of 2024, enCore Energy Corp. (NASDAQ:EU) generated $9.2 million in revenue, underscoring investor optimism surrounding the stock and its position. On November 4, enCore announced its 5-year outlook on its uranium sales agreements. As of October 31, 2024, the company has managed to execute seven contracts to supply uranium to nuclear power plants in the US. Over the next five years, the company expects to see a significant boost in its contracted deliveries with a slight decline in 2028.
The company has a solid 5-year plan, explaining its position on our list and the favorable sentiment among investors and analysts alike. Given its roadmap, enCore Energy Corp. (NASDAQ:EU) is set to benefit from the nuclear energy wave for a good 5 years at least.
3. AST SpaceMobile, Inc. (NASDAQ:ASTS)
Analyst Upside as of January 14, 2025: 92%
Number of Hedge Fund Holders: 18
AST SpaceMobile, Inc. (NASDAQ:ASTS) is a satellite designer and manufacturer based in the United States. The company intends to become a leader in cellular connectivity, allowing people to access networks in any part of the world. In an impressive feat, in 2024, the AST SpaceMobile, Inc. (NASDAQ:ASTS) launched and deployed its first five BlueBird satellites and also partnered with key companies like Google, Verizon, AT&T, and Vodafone.
On January 7, ASTS received a buy rating from Scotiabank from analyst Andres Coello. Coello maintained a buy rating on the stock with a price target of $44.7. The company’s rapid pace in securing crucial partnerships to provide 100% coverage in the United States has primarily contributed to its popularity among investors and analysts alike. For instance, in the third quarter of 2024, AST SpaceMobile, Inc. (NASDAQ:ASTS) launched agreements with Blue Origin, ISRO, and Space X to help ASTS launch its Block 2 BlueBirds.
ASTS has agreements with more than 45 mobile network operators, as of Q3 2024. These MNOs make up over 2.8 billion subscribers across the globe, putting ASTS in a very favorable position. Analysts are also bullish on the stock and their median price target implies an upside of 92%.
2. Nebius Group N.V. (NASDAQ:NBIS)
Analyst Upside as of January 14, 2025: 115%
Number of Hedge Fund Holders: N/A
Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks expected to go to the moon according to Reddit. NBIS is a crucial stakeholder contributing to the AI revolution. The company runs an AI cloud platform that is capable of managing the most complex AI workloads. On November 19, 2024, the company announced that is it set to build its first NVIDIA GPU cluster in the United States, scheduled to be fully functional in the first quarter of 2025. Consequently, NBIS has accelerated its expansion into the US by making more offices, aligning with its goal of becoming a leader in AI infrastructure.
On January 13, Hamed Khorsand, analyst at BWS Financial initiated coverage on NBIS with a buy rating and set a price target of $51. Khorsand is bullish on the stock, and believes that Nebius Group N.V. (NASDAQ:NBIS) is poised to benefit from the growing demand for AI. The analyst also added the status quo will not only benefit the group but every company it owns.
The company is indeed benefiting from the AI wave. In the third quarter of 2024, Nebius Group N.V. (NASDAQ:NBIS) saw a 1.7 times increase in revenue from the previous quarter, driven by rapid growth for the company’s AI infrastructure business, which also grew at 2.7 times compared to the previous quarter and 6.5 times compared to the same period in 2023.
1. Wolfspeed, Inc. (NYSE:WOLF)
Analyst Upside as of January 14, 2025: 162%
Number of Hedge Fund Holders: 26
Wolfspeed, Inc. (NYSE:WOLF) develops and manufactures semiconductors that power the next generation of disruptive innovations. Its products include silicon carbide material, power modules, and discrete power devices. In the later part of 2024, WOLF has focused on improving its capital structure, business structure, and profitability across primary segments.
In the first fiscal quarter of 2025, Wolfspeed, Inc. (NYSE:WOLF) generated $195 million in consolidated revenue. Of this, its Mohawk Valley Fab contributed nearly $49 million. The company poses a solid growth opportunity, as it builds its footprint in its factories at Mohawk Valley and North Carolina. The two locations are expected to return $3 billion in revenue annually. George Gianarikas, an analyst at Canaccord Genuity, maintained a buy rating on the stock and set a price target of $18, on December 10.
In addition to the company’s performance and forward outlook, Gianarikas shared a buy rating because of the company’s strategic decisions which are expected to boost its financial performance. For example, the company recently initiated an “at the market” offering worth $200 million, which happens to align with the CHIPS Act. The Street is also bullish on the stock, and analysts’ median price target implies an upside of 162% from current levels, as of January 14, 2025.
While we acknowledge the potential of WOLF to grow, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than WOLF but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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