Finding the right stocks in today’s market isn’t easy. With so many options, it’s tough to know which ones are worth your attention. But when you get it right, the payoff can be huge. That’s why we do the heavy lifting for you, sorting through the noise to bring you stocks that are set to move.
Each week, we dig into the data, look at market trends, and identify stocks with real potential. Our focus is on opportunities that aren’t just good for a quick win but have the strength to deliver ongoing growth.
This week, we’ve highlighted three stocks that stand out from the pack. Backed by solid analysis, these picks are positioned for a strong run.
Curtiss-Wright (CW): Positioned for Long-Term Defense and Energy Growth
Curtiss-Wright (CW) is a company with deep roots in aviation and engineering, tracing its history back to pioneers like Glenn Curtiss and the Wright brothers. Today, it has evolved into a diversified player in defense, aerospace, and nuclear energy, making it a compelling pick for investors looking to capitalize on global trends in military spending and energy innovation.
The company has a strong track record of delivering shareholder value, with its stock advancing 60% in 2024, 34% in 2023, and double-digit gains in the two years prior. So far in 2025, shares are up 6.2%, and there’s reason to believe the momentum will continue. Citi recently initiated coverage with a buy rating and a 12-month price target of $410, representing roughly 12% upside from current levels.
A Defense and Energy Powerhouse
Curtiss-Wright is uniquely positioned to benefit from increasing global military budgets as geopolitical concerns in Europe and the Pacific drive demand for advanced defense systems. The company is poised to ride Department of Defense spending priorities, particularly in aircraft production, shipbuilding, and C4I (Command, Control, Communications, Computers, and Intelligence) systems. These areas are expected to drive sustained revenue growth in the defense segment, complemented by increased production rates for commercial aircraft.
On the energy front, Curtiss-Wright’s role in the nuclear sector provides another powerful growth driver. The company’s partnerships with leading small modular reactor (SMR) developers, such as NuScale, TerraPower, and X-energy, underscore its strategic positioning in the commercial nuclear market. Its 2022 agreement with X-energy, for instance, supports the design and deployment of Xe-100 advanced SMRs, expanding Curtiss-Wright’s footprint in both operating expenses and aftermarket revenue streams.
Financial and Strategic Catalysts
Curtiss-Wright has demonstrated a strong ability to de-lever its balance sheet and generate consistent cash flow, with projections of 13% earnings growth through 2027. Additionally, the company’s history of mergers and acquisitions could further expand its capabilities in nuclear power and defense, adding new revenue streams.
Key catalysts include ongoing plant life extensions in the U.S. and abroad, new nuclear awards, and potential SMR partnerships that could solidify Curtiss-Wright’s leadership in energy innovation.
Why Curtiss-Wright Is a Buy
Curtiss-Wright combines the stability of a well-established business with the growth potential of expanding markets in defense and nuclear energy. Its diversified portfolio, strong cash flow, and strategic partnerships make it a standout option for investors seeking long-term value.
While the stock’s 12% potential upside based on Citi’s price target is attractive, the real value lies in Curtiss-Wright’s ability to capitalize on major trends that are expected to shape global industries for years to come. For those looking to build a resilient portfolio, Curtiss-Wright is worth serious consideration.
Arista Networks (ANET): A Networking Powerhouse Ready for AI Growth
The announcement of The Stargate Project, a $500 billion AI infrastructure initiative backed by OpenAI, Oracle, and SoftBank, highlights the massive opportunities emerging in artificial intelligence. While much attention has been focused on the leading AI players, Arista Networks (ANET) stands out as a key beneficiary of this groundbreaking project.
Why Arista Networks Is Positioned to Win
Arista Networks specializes in high-performance networking solutions, with a significant market share in high-end data center switching. As the AI revolution demands enormous computing power and connectivity, Arista’s ethernet switching portfolio is uniquely positioned to meet these needs.
With OpenAI, Oracle, and Microsoft at the forefront of Stargate, Arista’s exposure to these tech giants is a major advantage. Analysts at Piper Sandler estimate that switching represents more than 50% of networking spend, and Arista controls over 30% of the high-end data center switching market. This creates a $6 billion serviceable addressable market for Arista over the next five years.
Key Catalysts for Growth
Stargate’s plan to build 10 massive AI data centers—with more in the pipeline—will require robust networking infrastructure. Oracle and Microsoft, both key players in Stargate, rely heavily on Arista’s solutions for their data centers. As the demand for AI workloads grows, Arista’s position as a trusted networking provider gives it a clear path to capture a significant share of this market.
Additionally, the increased deployment of graphics processing units (GPUs) for AI inference and training will drive greater demand for high-performance networking equipment, further bolstering Arista’s growth prospects.
Why Arista Is a Buy
Arista Networks is set to benefit from the confluence of major AI infrastructure projects like Stargate and the growing demand for advanced networking solutions. With its established relationships with Oracle, Microsoft, and OpenAI, and a proven ability to deliver in high-growth markets, Arista is well-positioned for long-term success.
For investors looking to capitalize on the AI infrastructure boom, Arista Networks offers a compelling growth story backed by solid fundamentals and strong market potential.
CRISPR Therapeutics (CRSP): A Gene-Editing Pioneer with High Growth Potential
CRISPR Therapeutics (CRSP) is a mid-stage biotech company specializing in gene editing, and despite its stock being near its 52-week low, this could be an opportune time for investors to take a closer look. The company’s groundbreaking approach to genetic medicine, combined with its growing pipeline, positions it as a compelling investment for those willing to embrace some risk.
A Game-Changing Product with Billion-Dollar Potential
CRISPR Therapeutics has already made history with Casgevy, its first commercial product that treats transfusion-dependent beta-thalassemia and sickle cell disease—two rare and severe blood disorders. As the first approved gene-editing treatment utilizing CRISPR technology, Casgevy represents a major leap forward in medicine.
The drug is priced at $2.2 million in the U.S., and its target population of at least 58,000 patients suggests that peak sales could exceed $1 billion annually. With little competition in this space and increasing third-party insurance coverage, Casgevy is positioned to become a critical revenue driver for the company.
An Exciting Pipeline
While Casgevy is already making waves, CRISPR Therapeutics’ future hinges on its promising pipeline. Notably, the company’s CTX112, a potential treatment for B-cell malignancies, recently received the FDA’s Regenerative Medicine Advanced Therapy (RMAT) designation. This designation is a significant milestone, as it accelerates the development and approval process for therapies targeting life-threatening conditions.
Beyond CTX112, CRISPR is advancing several other candidates that could address major unmet medical needs. While biotech pipelines inherently carry risks, the company’s early success with Casgevy suggests it has the expertise to deliver innovative treatments.
Why Now Might Be the Time to Buy
CRISPR Therapeutics’ stock has lagged due to its unprofitable status and the challenges of rolling out a complex treatment like Casgevy. However, with Casgevy still in its early days of commercialization and the pipeline showing great promise, there’s substantial upside potential. If sales ramp up and pipeline therapies progress successfully, the stock could deliver significant returns.
The Bottom Line
CRISPR Therapeutics is not without risks—its treatments are complex, and its pipeline is still in development. However, for investors comfortable with volatility and looking to capitalize on a leader in gene-editing technology, this stock is worth serious consideration. With Casgevy’s potential to hit billion-dollar sales and an exciting array of pipeline therapies on the horizon, CRISPR Therapeutics offers a unique growth opportunity.