Top 10 Stocks For H2 2025

Jun. 17, 2025 3:00 PM ET34 Comments
(27min)

Summary

  • The first half of 2025 was tumultuous for the markets as trade war tensions escalated, sparking a rotation from U.S. assets, investors de-risking, and fear of recession.
  • Major indices have fluctuated between session highs and lows, creating buying opportunities for investors looking to capitalize on panic selling and fear.
  • As of June 9th, SA Quant’s portfolio of the Top 10 Stocks for 2025 has outperformed the S&P 500, gaining +22% vs. the S&P 500’s +2% (since January 8, 2025).
  • Some of the greatest value and growth can be found in diversifying portfolios with fundamentally strong companies, which is why the Quant Team is bullish on ten stocks for the second half of 2025.
  • Build a PRO Portfolio by focusing on stocks that can weather market volatility, using Seeking Alpha’s quant-based picks – collectively strong metrics like valuation, growth, profitability, momentum, and EPS Revisions.

2025 business target and growth concept with stock charts over cityscape background. Financial forecast and future strategy in Asia.

ismagilov/iStock via Getty Images

Inflation Expectations

The Federal Reserve held rates steady in May, as the markets grappled with tariffs and fed policy uncertainty. Fed Chair Jerome Powell emphasized a “wait and see” approach, given concerns about rising inflation and the labor market, surrounding tariff

  • I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.

This article was written by

70.57K Followers

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool designed to help long-term investors create a best-in-class portfolio.

Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, he leverages sophisticated algorithms and technologies to simplify complex, laborious investment research, creating an easy-to-follow, daily updated grading system for stock trading recommendations.

Steve was previously the Founder and CEO of CressCap Investment Research until its acquisition by Seeking Alpha in 2018 for its unparalleled quant analysis and market data capabilities. Prior to that, he had also founded the quant hedge fund Cress Capital Management, after spending most of his career running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust.

With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steve is well-positioned to speak on a wide range of investment topics.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of EAT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

I have a beneficial long position in the shares of CRDO and EAT, either through stock ownership, options, or other derivatives.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

Recommended For You

Related Analysis