As of Tuesday's market close, $Dow Jones(.DJI)$ down 0.14%, $S&P 500(.SPX)$ down 0.49%, and $NASDAQ(.IXIC)$ falls 0.65%, showed mix performance of the market. Data from TradingView shows that 33 companies with a market cap of over $10 billion have reached new highs.
Economic Data and Monetary Policy
Weak Nonfarm Payrolls: In July, the U.S. added only 73,000 nonfarm jobs (vs. 104,000 expected), while May–June figures were sharply revised down by 260,000. The unemployment rate rose to 4.2%, boosting expectations for a Fed rate cut in September, with the probability surging to 90%.
Fed Officials’ Remarks: San Francisco Fed President Mary Daly stated that “the time for rate cuts is approaching,” and Goldman Sachs predicts the Fed may begin a series of three consecutive 25bps cuts starting in September.
Trade Policy Developments
Trump’s New Tariffs: Starting August 1, the U.S. will impose 10%–41% tariffs on multiple countries (e.g., 25% on India, 35% on Canada), while the U.S.-EU negotiations have led to a 6-month delay in European retaliation.
Inflation Concerns: New tariffs could push core CPI to 3.5% by year-end (up from 2.8% in April), though Daly noted that there’s “no sign of sustained tariff-driven inflation.”
According to TradingView, on Tuesday, there were 33 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: $Palantir Technologies Inc.(PLTR)$ $S&P Global(SPGI)$ $Amphenol(APH)$ $DoorDash, Inc.(DASH)$ $Intercontinental Exchange(ICE)$ $Duke(DUK)$ $O'Reilly(ORLY)$ $Northrop Grumman(NOC)$ $Vistra Energy Corp.(VST)$ $Axon Enterprise, Inc.(AXON)$
The rest of the 23 stocks are: $AutoZone(AZO)$ $American Electric Power(AEP)$ $Nasdaq(NDAQ)$ $Alnylam Pharmaceuticals(ALNY)$ $L3Harris Technologies, Inc.(LHX)$ $Entergy(ETR)$ $Heico(HEI)$ $Symbotic Inc.(SYM)$ $WEC Energy Group Inc(WEC)$ $NRG Energy Inc(NRG)$ $Broadridge Financial Solutions(BR)$ $DTE Energy Co(DTE)$ $Rollins(ROL)$ $Tapestry Inc.(TPR)$ $Loews(L)$ $Curtiss-Wright(CW)$ $Corebridge Financial, Inc.(CRBG)$ $BWX Technologies Inc(BWXT)$ $AECOM(ACM)$ $Oklo Inc.(OKLO)$ $Mr. Cooper Group Inc.(COOP)$ $MP Materials Corp.(MP)$ $Fabrinet(FN)$
Looking at the specific data analysis:
10 companies with EPS dil growth rate over 30%: $Palantir Technologies Inc.(PLTR)$ $Amphenol(APH)$ $Northrop Grumman(NOC)$ $Vistra Energy Corp.(VST)$ $American Electric Power(AEP)$ $Nasdaq(NDAQ)$ $L3Harris Technologies, Inc.(LHX)$ $Heico(HEI)$ $Symbotic Inc.(SYM)$ $AECOM(ACM)$
8 companies with negative EPS growth: $Loews(L)$ $MP Materials Corp.(MP)$ $Alnylam Pharmaceuticals(ALNY)$ $Entergy(ETR)$ $Oklo Inc.(OKLO)$ $Mr. Cooper Group Inc.(COOP)$ $Corebridge Financial, Inc.(CRBG)$ $NRG Energy Inc(NRG)$
1 company without EPS dil growth rate provided: $DoorDash, Inc.(DASH)$
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. $Palantir Technologies Inc.(PLTR)$
Core Business & Latest Business Developments: Palantir is a leading provider of software platforms for data integration and analytics, serving government and commercial sectors. The company continues to expand its product offerings and market reach through strategic initiatives.
Recent Financial Highlights: In Q2 2025, Palantir reported total revenue of $1.004 billion, a 48% increase from the previous year. Adjusted income from operations reached $464 million, representing a 46% margin.
Analyst Target Price Expectations: Analysts have a favorable view of Palantir, with an average target price of $185. The consensus rating is "Buy" or "Overweight," supported by the company's strong financial performance and growth prospects.
2. $S&P Global(SPGI)$
Core Business & Latest Business Developments: S&P Global is a leading provider of financial-market intelligence, ratings, benchmarks, and data. The company has completed the integration of IHS Markit, launching next-gen ESG and climate-risk analytics.
Recent Financial Highlights: In Q2 2025, S&P Global reported revenue of $3.76 billion, a 6% increase from the previous year. The company also returned nearly $950 million to shareholders through dividends and share repurchases during the quarter.
Analyst Target Price Expectations: According to analysts, SPGI has a consensus rating of "Strong Buy" and an average price target of $588.43, which forecasts a 13.66% increase in the stock price over the next year.
3. $Amphenol(APH)$
Core Business & Latest Business Developments: Amphenol is a leading global provider of electrical, electronic, and fiber optic connectors and interconnect systems, primarily serving high-growth markets such as automotive, aerospace, communications, and defense.
Recent Financial Highlights: In Q2 2025, Amphenol reported record sales of $5.7 billion, a 57% increase compared to the same period last year. The company’s GAAP diluted earnings per share (EPS) rose by 110% to $0.86, while the adjusted diluted EPS increased by 84% to $0.81.
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. $DoorDash, Inc.(DASH)$
Core Business & Latest Business Developments: DoorDash operates a commerce platform connecting merchants, consumers, and independent contractors in the US and internationally. It runs DoorDash and Wolt Marketplaces, offering services like customer acquisition, order fulfillment, and payment processing.
Recent Financial Highlights: In Q2 2025, DoorDash reported revenue of $3.2 billion, up 20.7% year-over-year, and EPS of $0.44, beating the consensus estimate of $0.39. The company achieved positive cash flow and a 21% year-over-year increase in Marketplace GOV.
Analyst Target Price Expectations: The consensus rating for DoorDash is "Moderate Buy" with an average price target of $235.56. The highest price target is $315.00, and the lowest is $175.00.
5. $Intercontinental Exchange(ICE)$
Core Business & Latest Business Developments: ICE operates as a leading global exchange and clearinghouse operator, providing a wide range of financial and commodity market infrastructure services. It supports various segments including futures and options trading, mortgage technology, and data services.
Recent Financial Highlights: In Q2 2025, ICE reported revenue of $2.54 billion, up 9% year-over-year. Adjusted EPS reached $1.81, exceeding the forecast of $1.77 by 2.26%. The company returned $532 million to shareholders, including $255 million in share repurchases.
Analyst Target Price Expectations: The consensus rating for ICE is "Moderate Buy" with an average price target of $204.25. The highest price target is $237, and the lowest is $158.
6. $Duke(DUK)$
Core Business & Latest Business Developments: Duke Energy is a leading utility company providing electricity and natural gas to customers across the southeastern and midwestern United States. Recent developments include strategic transactions to fund an ambitious capital plan, such as the acquisition by Brookfield Super-Core Infrastructure Partners of a 19.7% interest in Duke Energy Florida for $6.0 billion and the sale of Piedmont Natural Gas Tennessee local distribution company business to Spire for approximately $2.48 billion.
Recent Financial Highlights: In Q2 2025, Duke Energy reported revenue of $7.51 billion, up 4.7% year-over-year. Adjusted EPS was $1.25, exceeding the forecast of $1.21 by 3.31%.
Analyst Target Stock Price Expectations: The consensus rating for Duke Energy is "Hold" with an average price target of $132.50. The highest price target is $150.00, and the lowest is $115.00.
7. $O'Reilly(ORLY)$
Core Business & Latest Business Developments: O'Reilly Automotive is a leading specialty retailer of automotive aftermarket parts, tools, equipment, and supplies. The company continues to expand its market presence and has been leveraging digital initiatives to enhance customer engagement and operational efficiency.
Recent Financial Highlights: In Q2 2025, O'Reilly reported revenue of $4.53 billion, up 6% year-over-year. Diluted EPS was $0.78, an 11% increase from the same period last year. The company achieved a 4.1% increase in comparable store sales and repurchased 6.8 million shares for $617 million during the quarter.
Analyst Target Stock Price Expectations: The consensus rating for O'Reilly Automotive is "Buy" with an average price target of $112.50. The highest price target is $130.00, and the lowest is $100.00.
8. $Northrop Grumman(NOC)$
Core Business & Latest Business Developments: Northrop Grumman is a leading global aerospace and defense technology company, providing a wide range of products and services across defense and commercial sectors. Recent highlights include strong growth in international sales, driven by demand for integrated air and missile defense (IAMD), radar, munitions, and missile systems. The company recently partnered with Raytheon on solid rocket motor development and completed the divestiture of its training services business.
Recent Financial Highlights: In Q2 2025, Northrop Grumman reported revenue of $10.35 billion, up 1% year-over-year. Adjusted EPS was $8.15, exceeding the forecasted $6.82 by 19.5%. Net income reached $1.17 billion, a 25% increase from $940 million in Q2 2024. The company also increased its full-year guidance for revenue, adjusted EPS, and free cash flow.
Analyst Target Stock Price Expectations: The consensus rating for Northrop Grumman is "Buy," and the average price target is $650.00. The highest price target is $650.00, and the lowest is $500.00.
9. $Vistra Energy Corp.(VST)$
Core Business & Latest Business Developments: Vistra is the largest competitive power generator in the U.S., operating a diverse portfolio of natural gas, nuclear, coal, solar, and battery storage assets. Recent developments include the acquisition of Energy Harbor, adding 4 GW of nuclear generation capacity, and the commencement of construction on renewable energy projects in Oak Hill, Texas, and Pulaski, Illinois.
Recent Financial Highlights: In Q2 2025, Vistra reported revenue of $18.1 billion, a 35% increase over the last twelve months. The company achieved a net income of $2.23 billion and a diluted EPS of $6.30. Adjusted EBITDA was $1.414 billion. Vistra also returned approximately $6.3 billion to investors through share repurchases and dividends since November 2021.
Analyst Target Stock Price Expectations: The average price target for Vistra is $190.08, with the highest target at $231.00 and the lowest at $164.00.
10. $Axon Enterprise, Inc.(AXON)$
Core Business & Latest Business Developments: Axon Enterprise is a leading provider of public safety technology, best known for its TASER conducted energy weapons. Over the years, the company has transformed into a full-spectrum solutions provider for law enforcement, offering body-worn cameras, cloud-based digital evidence platforms (Evidence.com), and emerging AI tools like Draft One, which automates police report writing.
Recent Financial Highlights: In Q2 2025, Axon reported robust financial results, with total revenue reaching $669 million, exceeding analyst expectations. Adjusted earnings per share (EPS) came in at $2.12, far above the estimated $1.46. The software and services segment surged 39% to $292 million, contributing significantly to the company’s $1.2 billion in annual recurring revenue (ARR).
Analyst Target Stock Price Expectations: Consensus is strongly positive, with most major firms rating the stock as “Buy” or “Outperform.” The average 12-month price target now ranges between $840 and $875, with the high end reaching $940.
Conclusion
The record-high stock prices of these ten companies on August 5th, 2025, companies across data analytics, fintech, energy, defense, and industrial sectors delivered strong earnings, with most surpassing analyst expectations. Palantir, Amphenol, and Axon posted exceptional revenue growth and margins, while Northrop Grumman and Vistra reported robust net incomes backed by strategic expansions. Analysts remain broadly optimistic, with many firms rated “Buy” and several showing double-digit upside potential, particularly in AI, clean energy, and digital infrastructure sectors.
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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