To The Moon

As of Monday's market close, $Dow Jones(.DJI)$ down 0.14%, $S&P 500(.SPX)$ minor gained 0.02%, and $NASDAQ(.IXIC)$ up 0.33%, showed mix performance of the market. Data from TradingView shows that 32 companies with a market cap of over $10 billion have reached new highs.

U.S.-EU 15% Tariff Agreement: Trump and European Commission President Ursula von der Leyen announced that tariffs on EU goods (excluding steel and aluminum) exported to the U.S. will be reduced to 15%. In return, the EU pledged $600 billion in increased investment in the U.S. and $750 billion in energy product purchases.

August 1 Tariff Deadline Approaches: The U.S. has threatened to impose 15%–20% tariffs on countries without trade agreements (such as China and Japan). Markets are closely watching follow-up U.S.-China talks in Sweden.

Federal Reserve Policy Expectations

• July FOMC Meeting Imminent: Markets widely expect the Fed to keep rates unchanged (96.9% probability), but focus is on Powell’s response to Trump’s pressure and potential signals for a rate cut in September.

• Inflation vs. Jobs Data: Core durable goods orders unexpectedly fell 0.7% in June, but the labor market remains solid. This week’s nonfarm payroll and PCE data could influence future policy direction.

According to TradingView, on Monday, there were 32 stocks with market value over $10B that saw prices hit all time high. Below are the TOP 10 stocks with analyst rating of buy and ranked by market value: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Intuit(INTU)$ $Goldman Sachs(GS)$ $RTX Corp(RTX)$ $Caterpillar(CAT)$ $Eaton Corp PLC(ETN)$ $Trane Technologies PLC(TT)$ $Parker Hannifin(PH)$ $TransDigm(TDG)$

The rest of the 22 stocks are: $Johnson Controls(JCI)$ $TE Connectivity(TEL)$ $United Rentals(URI)$ $Nasdaq(NDAQ)$ $CBRE Group Inc(CBRE)$ $VeriSign(VRSN)$ $Interactive Brokers(IBKR)$ $EMCOR Group Inc(EME)$ $Viking Holdings Ltd.(VIK)$ $Comfort Systems USA(FIX)$ $Tapestry Inc.(TPR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Ralph Lauren(RL)$ $Talen(TLN)$ $NuScale Power(SMR)$ $BWX Technologies Inc(BWXT)$ $Core & Main, Inc.(CNM)$ $ITT Inc.(ITT)$ $Synnex(SNX)$ $Fabrinet(FN)$ $Oklo Inc.(OKLO)$ $Wesco International Inc(WCC)$

Looking at the specific data analysis:

• 25 companies with positive EPS growth: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Intuit(INTU)$ $Goldman Sachs(GS)$ $RTX Corp(RTX)$ $Eaton Corp PLC(ETN)$ $Trane Technologies PLC(TT)$ $Parker Hannifin(PH)$ $TransDigm(TDG)$ $Johnson Controls(JCI)$ $United Rentals(URI)$ $Nasdaq(NDAQ)$ $CBRE Group Inc(CBRE)$ $VeriSign(VRSN)$ $Interactive Brokers(IBKR)$ $EMCOR Group Inc(EME)$ $Comfort Systems USA(FIX)$ $Tapestry Inc.(TPR)$ $Ralph Lauren(RL)$ $BWX Technologies Inc(BWXT)$ $Core & Main, Inc.(CNM)$ $ITT Inc.(ITT)$ $Synnex(SNX)$ $Fabrinet(FN)$ $Wesco International Inc(WCC)$

• 7 companies with EPS dil growth rate over 30%: $NVIDIA(NVDA)$ $Goldman Sachs(GS)$ $RTX Corp(RTX)$ $Johnson Controls(JCI)$ $Nasdaq(NDAQ)$ $EMCOR Group Inc(EME)$ $Comfort Systems USA(FIX)$

• 5 companies with negative EPS growth: $Oklo Inc.(OKLO)$ $Talen(TLN)$ $TE Connectivity(TEL)$ $NuScale Power(SMR)$ $Caterpillar(CAT)$

• 2 company without EPS dil growth rate provided: $Viking Holdings Ltd.(VIK)$ $Credo Technology Group Holding Ltd(CRDO)$

The following is a compilation of key drivers behind the record-high stock prices of the top 10 companies, based on publicly available information. This is for discussion purposes only.

1. $NVIDIA(NVDA)$

• Core Business & Latest Business Developments: NVIDIA is a leading provider of AI accelerators and graphics processing units. The company continues to innovate in AI-driven technologies and has a strong market presence in the gaming, data center, and automotive sectors.

• Recent Financial Highlights: In Q2 2025, NVIDIA reported revenue of $45.3 billion, up 114% year-over-year. Net income was $18.34 billion, or $7.26 per share, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a consensus "Buy" rating on NVIDIA, with an average price target of $186.18. Price targets range from $101 to $391.51.

2. $Broadcom(AVGO)$

• Core Business & Latest Business Developments: Broadcom is the “No. 2 AI franchise after NVIDIA,” supplying high-performance ASICs, networking and infrastructure software; it is also expanding custom AI-chip programs with hyperscalers.

• Recent Financial Highlights: Fiscal Q2 2025 (reported June 2025) showed net income of ~$7.8 billion and EBITDA >$15 billion .

• Analyst Target Price Expectations: Consensus 12-month target $252 (range $250–$340); all 13 tracked analysts rate it “Buy” or “Strong Buy”.

3. $Intuit(INTU)$

• Core Business & Latest Business Developments: Intuit provides financial management software solutions, including TurboTax, QuickBooks, and Mint. The company continues to expand its AI-driven features to enhance user experience and automate financial tasks.

• Recent Financial Highlights: In Q3 2025, Intuit reported total revenue of $7.75 billion, net income of $2.82 billion, and diluted EPS of $10.00.

• Analyst Target Price Expectations: Analysts have a consensus "Buy" rating on Intuit, with an average price target of $850. The highest price target is $1,000, and the lowest is $600. This represents a potential upside of approximately 8.15% from the last closing price of $785.95.

4. $Goldman Sachs(GS)$

• Core Business & Latest Business Developments: Goldman Sachs is a leading global investment bank providing a wide range of financial services, including investment banking, securities, and wealth management. The company continues to focus on strategic growth initiatives and enhancing its digital offerings.

• Recent Financial Highlights: Specific financial data for the latest quarter is not available in the provided sources.

• Analyst Target Price Expectations: Analysts have a consensus "Buy" rating on Goldman Sachs, with an average price target of $120. This indicates a potential upside of approximately 15% from the current market price.

5. $RTX Corp(RTX)$

• Core Business & Latest Business Developments: RTX is a leading global aerospace and defense company, enhancing its defense and aviation capabilities, securing significant contracts, and expanding its product portfolio.

• Recent Financial Highlights: In Q1 2025, RTX reported revenue of $20.3 billion, up 5% year-over-year. Adjusted EPS was $1.47, beating expectations by 10%. Operating cash flow was $1.3 billion, with free cash flow of $0.8 billion.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on RTX, with an average price target of $140, indicating a potential upside of approximately 15.56%.

6. $Caterpillar(CAT)$

• Core Business & Latest Business Developments: Caterpillar is a global manufacturer of construction/mining equipment, engines, and locomotives. In Q1 2025 it celebrated its centennial and is pivoting toward data-center power solutions, while also completing a CEO succession to Joe Creed to drive the next phase of growth .

• Recent Financial Highlights: Q1 2025 sales fell 10 % YoY to $14.2 billion, GAAP EPS dropped to $4.25, while net income was $2.6 billion and operating cash flow remained robust at $11.27 billion .

• Analyst Target Stock Price Expectations: Consensus 12-month target is $387.50 (range $283–$422). Recent moves include Baird raising to $422, Evercore holding at $373, and UBS upgrading to $357 .

7. $Eaton Corp PLC(ETN)$

• Core Business & Latest Business Developments: Eaton is an intelligent power-management company that just closed the $1.45 billion acquisition of Fibrebond and acquired Exertherm plus a 49 % stake in NordicEPOD to strengthen data-center electrical enclosures and power modules .

• Recent Financial Highlights: Q1 2025 EPS rose 20 % to $2.45 ($2.72 adjusted), sales hit a record $6.4 billion, and segment margins reached a Q1 record 23.9 % .

• Analyst Target Stock Price Expectations: Street consensus is $364.65 (range $2.85–$2.95 for Q2 EPS and $11.80–$12.20 for FY 2025 adjusted EPS), implying ~30 % upside from recent levels

8. $Trane Technologies PLC(TT)$

• Core Business & Latest Business Developments: Global climate-innovation leader providing HVAC, transport refrigeration and building-automation solutions; Q1 2025 launched 190 new decarbonization products and opened a state-of-the-art HVAC-technician training facility to support its 2030 Gigaton Challenge .

• Recent Financial Highlights: FY 2024 GAAP continuing EPS $11.35, adjusted continuing EPS $11.22 (+24 % YoY), adjusted EBITDA margin 19.4 %, with FY 2025 guidance raised to $12.70–$12.90 adjusted continuing EPS .

• Analyst Target Stock Price Expectations: Street consensus $350 (range $330–$380), implying ~10 % upside on 7–8 % organic revenue growth and margin expansion .

9. $Parker Hannifin(PH)$

• Core Business & Latest Business Developments: Motion-and-control solutions provider; Filtration Group leadership change to Matthew Jacobson effective July 1, 2025, after Robert Malone’s retirement, continuing “Win Strategy 3.0” margin expansion .

• Recent Financial Highlights: Q3 FY 2025 EPS $7.37 (+33 % YoY), adjusted EPS $6.94 (+7 %), net income $961 million, segment operating margin 26.3 %; FY 2025 guidance lifted to $26.60–$26.80 adjusted EPS .

• Analyst Target Stock Price Expectations: Consensus $435 (range $400–$470), backed by sustained aerospace/defense demand and 69-year dividend-increase streak.

10. $TransDigm(TDG)$

• Core Business & Latest Business Developments: TransDigm is a global leader in designing, manufacturing and supplying highly-engineered proprietary aerospace components. Recent catalysts include the announcement that CEO Kevin Stein will retire at the end of FY 2025, alongside continued bolt-on acquisitions and a $75 per-share special dividend declared in September 2024.

• Recent Financial Highlights: Q2 2025, EPS $9.11, EBITDA margin 54 %, free cash flow $340 M.

• Analyst Target Stock Price Expectations: Street consensus $1,502 (range $1,348–$1,660); latest moves include Citibank raising to $1,635 and UBS to $1,595, implying ~6 % upside from the last close of ~$1,460.

Conclusion

The record-high stock prices of these ten companies on July 28th, 2025, leading companies across AI, aerospace, finance, and industrial sectors continued to post strong financial results and expand strategically. NVIDIA and Broadcom drove AI innovation and achieved record profits, while Intuit and Goldman Sachs delivered solid earnings amid digital transformation. RTX, Caterpillar, and Eaton benefited from aerospace demand and infrastructure shifts, with Eaton notably pursuing power-management acquisitions. Trane Technologies and Parker Hannifin focused on climate innovation and margin expansion, and TransDigm maintained its leadership in aerospace components with robust earnings and a special dividend. Analyst targets remain optimistic, with several companies like Eaton, Intuit, and RTX showing double-digit upside potential.

Call to Action

We invite you to explore these companies further and consider their potential impact on your investment portfolio or business strategy.

Join the conversation and share your insights on these market leaders. What do you think will be the next big trend driving their growth? Let us know in the comments below.

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