Top 10 Mega Stocks Wall Street Most Bullish on for 2025: Returns as Much as 50%!

A selection of the most popular S&P 500 stocks according to Wall Street analysts shows many familiar names. However, a deep dive into their valuations reveals that not all these stocks are favored for the same reasons.

The following selection highlights the S&P 500 stocks with the highest buy or equivalent ratings according to analysts surveyed by FactSet. These data are presented in two tables, including valuations based on consensus 2025 earnings per share and sales, and the expected growth rates of these metrics.

From the 492 companies in the S&P 500 index covered by at least nine FactSet-surveyed analysts, these analysts are sell-side analysts, meaning they are researchers who produce reports for brokerage firms or provide research for brokers to share with clients.

Among these 492 companies, the following 10 have the highest buy or equivalent rating proportions from FactSet-surveyed analysts:

1. Axon Enterprise (AXON)

2. Delta Air Lines (DAL)

3. Microsoft (MSFT)

4. Amazon (AMZN)

5. NVIDIA (NVDA)

6. Schlumberger (SLB)

7. Micron Technology (MU)

8. Walmart (WMT)

9. General Electric (GE)

10. Becton, Dickinson (BDX)

The total returns for 2025 are shown in the rightmost column of the table and include reinvested dividends. This year, six of these ten companies have provided total returns surpassing the S&P 500's overall return of 28.2%.

Maintaining the same company order, with the S&P 500 index included at the bottom for comparison, let's look at the valuation ratios and expected growth rates for earnings per share and sales for 2025. The consensus expectations driving these numbers have been adjusted to accommodate annual data for some companies, such as Microsoft and NVIDIA, whose fiscal years do not align with the calendar year.

Axon Enterprise tops the list as the only stock with 100% buy or equivalent ratings. So far this year, its return rate has reached 147%, second only to NVIDIA's 173% return on this list.

Axon manufactures tasers for law enforcement, along with other equipment and cloud- and AI-based systems used in law enforcement operations and investigations. In a November report to clients, Jefferies analyst George Notter referred to Axon's AI era products and services suite as a game-changer.

This new suite includes Axon's Draft One, which uses body camera data to provide transcription services for officers, reducing the time needed to write reports. During the company's recent earnings conference call, Axon President Joshua Isner stated that, currently, Draft One's standalone price is $65 per officer per month, with an additional $20 for transcription services. He added that the company is contemplating pricing the AI era suite at $199 per month, with the total price of the suite's components expected to be between $250 and $350.

The list also includes some value stocks, such as Delta Air Lines, Schlumberger, Micron Technology, and Becton, Dickinson, all of which have price-to-earnings ratios below the overall S&P 500 level. When looking at the price-to-sales ratio, five of these companies, including Walmart, have valuations below the S&P 500 index.