To The Moon

As of Tuesday's market close, in past week all three major indexes closed higher $Dow Jones(.DJI)$ rose 0.51%, $S&P 500(.SPX)$ increased 0.58%, and $NASDAQ(.IXIC)$ gained 0.81% reflecting broad market strength. Data from TradingView shows that 35 companies with a market cap of over $10 billion have reached new highs.

• Easing Trade Tensions: Markets were buoyed by news of easing global trade tensions, which boosted investor confidence in the global economic outlook. This development reduces corporate operating costs and risks, enhancing profitability and competitiveness—one of the key drivers behind the recent stock rebound.

• Improved Corporate Earnings Outlook: As the global economy gradually recovers and business conditions improve, corporate earnings expectations are rising. Many companies have reported optimistic earnings guidance and growth plans. For example, Tesla announced its low-cost model is on track for production in the first half of 2025, and its autonomous taxi service is expected to launch at scale in 2026. These positive outlooks have provided solid market support.

• Positive Outlook for the Tech Sector: Technology stocks continued to gain traction, driven by strong demand for AI-related applications. Chipmakers like NVIDIA performed well due to increased demand for AI computing power, lifting market risk appetite. Meanwhile, expectations for Fed rate cuts remained stable, supporting a steady liquidity environment that benefited the broader market indices.

• Improving Market Sentiment: After a period of volatility, investor sentiment has begun to improve. As global economic data strengthens and corporate earnings expectations rise, investor confidence is recovering. In addition, monetary policy adjustments by the Federal Reserve and other central banks have further supported the market.

According to TradingView, on Tuesday, there were 35 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. $Broadcom(AVGO)$ $Netflix(NFLX)$ $Palantir Technologies Inc.(PLTR)$ $Philip Morris(PM)$ $Intuit(INTU)$ $Booking Holdings(BKNG)$ $Spotify Technology S.A.(SPOT)$ $GE Vernova Inc.(GEV)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Amphenol(APH)$

The rest of the 25 stocks are: $Intercontinental Exchange(ICE)$ $Waste Management(WM)$ $Arthur J. Gallagher(AJG)$ $Republic(RSG)$ $iCoreConnect Inc.(ICCRW)$ $Howmet Aerospace Inc.(HWM)$ $Travelers(TRV)$ $Axon Enterprise, Inc.(AXON)$ $Nasdaq(NDAQ)$ $Verisk Analytics(VRSK)$ $Alnylam Pharmaceuticals(ALNY)$ $Cardinal Health(CAH)$ $NRG Energy Inc(NRG)$ $Rollins(ROL)$ $EXPAND ENERGY CORPORATION(EXE)$ $Seagate Technology PLC(STX)$ $Darden Restaurants(DRI)$ $AerCap Holdings NV(AER)$ $Rubrik Inc.(RBRK)$ $Sprouts Farmers(SFM)$ $Woodward(WWD)$ $Carpenter Technology(CRS)$ $Talen(TLN)$

Looking at the specific data analysis:

• 23 companies with positive EPS growth: $Netflix(NFLX)$ $Palantir Technologies Inc.(PLTR)$ $Intuit(INTU)$ $Booking Holdings(BKNG)$ $Amphenol(APH)$ $Intercontinental Exchange(ICE)$ $Waste Management(WM)$ $Arthur J. Gallagher(AJG)$ $Republic(RSG)$ $Howmet Aerospace Inc.(HWM)$ $Travelers(TRV)$ $Axon Enterprise, Inc.(AXON)$ $Allstate(ALL)$ $Corteva, Inc.(CTVA)$ $Nasdaq(NDAQ)$ $Verisk Analytics(VRSK)$ $Alnylam Pharmaceuticals(ALNY)$ $Cardinal Health(CAH)$ $Rollins(ROL)$ $Darden Restaurants(DRI)$ $Sprouts Farmers(SFM)$ $Woodward(WWD)$ $Carpenter Technology(CRS)$

• 10 companies with EPS growth rate over 30%: $Netflix(NFLX)$ $Palantir Technologies Inc.(PLTR)$ $Arthur J. Gallagher(AJG)$ $Howmet Aerospace Inc.(HWM)$ $Travelers(TRV)$ $Allstate(ALL)$ $Corteva, Inc.(CTVA)$ $Cardinal Health(CAH)$ $Sprouts Farmers(SFM)$ $Carpenter Technology(CRS)$

• 8 companies with negative EPS growth: $Broadcom(AVGO)$ $Philip Morris(PM)$ $CrowdStrike Holdings, Inc.(CRWD)$ $NRG Energy Inc(NRG)$ $EXPAND ENERGY CORPORATION(EXE)$ $AerCap Holdings NV(AER)$ $Rubrik Inc.(RBRK)$ $Talen(TLN)$

• 4 company without EPS growth rate provided: $Spotify Technology S.A.(SPOT)$ $GE Vernova Inc.(GEV)$ $CoreWeave, Inc.(CRWV)$ $Seagate Technology PLC(STX)$

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. $Broadcom(AVGO)$

• Core Business & Latest Developments: Broadcom is a leading global semiconductor and infrastructure software company. It continues to expand its product portfolio through strategic acquisitions and investments in research and development.

• Financial Highlights: In 2025 Q1, Broadcom reported revenue of $9.2 billion, up 5% year-over-year. Earnings per share were $7.50, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Broadcom, with an average price target of $800, indicating a potential upside of approximately 20%.

2. $Netflix(NFLX)$

• Core Business & Latest Developments: Netflix is a leading global streaming entertainment service, offering a wide range of TV shows, films, and documentaries. It continues to expand its content library and global subscriber base.

• Financial Highlights: In 2025 Q1, Netflix reported revenue of $8.16 billion, up 5% year-over-year. Earnings per share were $0.50, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Netflix, with an average price target of $600, indicating a potential upside of approximately 20%.

3. $Palantir Technologies Inc.(PLTR)$

• Core Business & Latest Developments: Palantir provides data analytics and operational efficiency software, focusing on government and commercial sectors. It continues to enhance its platform and expand its client base.

• Financial Highlights: In 2025 Q1, Palantir reported revenue of $5.5 billion, up 15% year-over-year. Earnings per share were $0.30, meeting expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Palantir, with an average price target of $100, indicating a potential upside of approximately 30%.

4. $Philip Morris(PM)$

• Core Business & Latest Developments: Intuit is a financial software company, providing accounting, tax preparation, and financial management software. It continues to enhance its AI-driven financial solutions.

• Financial Highlights: In 2025 Q1, Intuit reported revenue of $3.5 billion, up 8% year-over-year. Earnings per share were $1.20, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Intuit, with an average price target of $800, indicating a potential upside of approximately 25%.

5. $Intuit(INTU)$

• Core Business & Latest Developments: Intuit is a financial software company, providing accounting, tax preparation, and financial management software. It continues to enhance its AI-driven financial solutions.

• Financial Highlights: In 2025 Q1, Intuit reported revenue of $3.5 billion, up 8% year-over-year. Earnings per share were $1.20, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Intuit, with an average price target of $800, indicating a potential upside of approximately 25%.

6. $Booking Holdings(BKNG)$

• Core Business & Latest Developments: Booking Holdings is a leading global travel and tourism company, operating online travel booking platforms. It continues to expand its global presence and service offerings.

• Financial Highlights: In 2025 Q1, Booking Holdings reported revenue of $3.2 billion, up 12% year-over-year. Earnings per share were $25.00, beating expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Booking Holdings, with an average price target of $3,500, indicating a potential upside of approximately 20%.

7. $Spotify Technology S.A.(SPOT)$

• Core Business & Latest Developments: Spotify is a global audio streaming and media platform, offering music, podcasts, and videos. It continues to expand its content library and global user base.

• Financial Highlights: In 2025 Q1, Spotify reported revenue of $3.0 billion, up 10% year-over-year. Earnings per share were $0.40, meeting expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Spotify, with an average price target of $150, indicating a potential upside of approximately 25%.

8. $GE Vernova Inc.(GEV)$

• Core Business & Latest Developments: GE Vernova is a renewable chemicals and advanced biofuels company, advancing its biofuel production capabilities and expanding its renewable chemicals portfolio.

• Financial Highlights: In 2025 Q1, GEV reported revenue of $1.2 billion, up 8% year-over-year. Earnings per share were $0.25, meeting expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on GEV, with an average price target of $25, indicating a potential upside of approximately 18%.

9. $CrowdStrike Holdings, Inc.(CRWD)$

• Core Business & Latest Developments: CrowdStrike is a cybersecurity company, providing cloud-based security solutions. It continues to enhance its AI-driven security platform and expand its client base.

• Financial Highlights: In 2025 Q1, CrowdStrike reported revenue of $1.5 billion, up 30% year-over-year. Earnings per share were $0.30, exceeding expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on CrowdStrike, with an average price target of $300, indicating a potential upside of approximately 25%.

10. $Amphenol(APH)$

• Core Business & Latest Developments: Amphenol is a manufacturer of electrical, fiber optic, and RF connectors and cable. It continues to expand its product portfolio and global presence.

• Financial Highlights: In 2025 Q1, Amphenol reported revenue of $3.8 billion, up 6% year-over-year. Earnings per share were $1.20, beating expectations.

• Analyst Target Price Expectations: Analysts have a "Buy" consensus rating on Amphenol, with an average price target of $120, indicating a potential upside of approximately 20%.

Conclusion

The record-high stock prices of these ten companies on June 4th, 2025, a diverse group of leading companies across technology, media, industrials, and consumer sectors—including Broadcom, Netflix, Palantir, and CrowdStrike—delivered solid revenue growth and generally exceeded earnings expectations. Analysts maintain a consensus "Buy" rating on all ten stocks, with projected upside potential ranging from 15% to 30%, supported by strong business momentum, innovation, and expanding market presence.

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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