BTIG has some performs for buyers as 2025 kicks into excessive gear. Coming off an unusually robust two-year run for shares, buyers are questioning what areas of the market can drive additional upside. The monetary providers agency’s analysis workforce dropped its high picks record for the primary half of 2025 this week, which represents its highest-conviction concepts for the subsequent 12 months. Here’s 10 shares that made the record: Howmet Aerospace is one choose that comes after a banner yr for the inventory, with its share worth greater than doubling in 2024. That marked its sixth straight profitable yr. “The inventory has had a really regular uptrend for the final couple of years,” the workforce stated, whereas additionally noting its pullback of greater than 7% in December. “The presumption is it could now proceed greater and exceed prior highs with a transfer towards $130.” HWM YTD mountain Howmet, 1-year BTIG’s $130 worth goal implies shares can rally 15% over Friday’s closing degree. Howmet has caught the eye of a number of on Wall Street. Ari Wald, Oppenheimer’s head of technical evaluation, informed CNBC on Thursday that merchants ought to use the current retreat as an entry level. “The trade did not actually take off, however the inventory has continued to work,” he stated on CNBC’s “Power Lunch.” “We nonetheless prefer it.” BTIG additionally listed Starbucks , noting it took a high choose spot from Domino’s Pizza . Starbucks notched its third straight unfavourable yr in 2024. Despite the downtrend, Wall Street cheered the espresso chain’s poach of Brian Niccol to take the chief government function after serving within the equal place at Chipotle . “Our Top Pick switches … given the management change at Starbucks, the turnaround potential we see, and the probably timing of those efforts as they construct via the calendar yr, making a compelling return setup as we enter the second half of 2025 and into 2026,” the BTIG workforce wrote to shoppers. SBUX 1Y mountain Starbucks, 1-year The agency’s worth goal of $115 suggests upside of 24% over Thursday’s shut. Boot Barn was one of many smaller names on BTIG’s record. Even after ending 2024 greater by virtually 98%, the retailer’s shares are in an interesting spot, the agency stated. Shares have retreated from highs in mid-October after it introduced the departure of its longtime CEO Jim Conroy, together with blended fiscal second-quarter outcomes. BTIG stated the report was in any other case robust. Boot Barn has been considered as a winner of the current concentrate on Western put on inside American style. What’s extra, Circana reported a greater than 20% leap in Western boot gross sales in simply the week following the discharge of Beyoncé’s “Cowboy Carter” album final yr. BOOT 1Y mountain Boot Barn, 1-year The agency’s $185 worth goal implies shares can leap practically 17% from Friday’s shut.
