Benzinga US Stock Analysis Report: Seven Stocks to Buy in the Second Half of 2025

The global market today is facing multiple challenges such as tariff trade wars, geopolitical issues, and policy uncertainties, prompting many investors to choose to withdraw and observe. However, seasoned investors know that opportunities often hide within fear. The second half of 2025 may not only be a period of significant Fluctuation, but also a precise timing for strategic allocation. This article is extracted from a Benzinga analysis report and is intended only as a market observation and research summary, not as any investment advice. Investment involves high risks, please evaluate carefully.

According to Benzinga's latest market analysis, the following seven stocks are considered by analysts as the most promising investment opportunities for the second half of this year. The selected companies span diverse fields including technology, energy, aviation, education, finance, public utilities, and industry, demonstrating strong fundamentals and being on a robust growth trajectory.

Palantir Technologies Inc. (Nasdaq symbol PLTR)

Palantir has become a core technology partner for government agencies and enterprises with its powerful AI data analytics platform. The company's commercial revenue in the United States grew by 71%, and government contracts also increased by 45%, indicating that its products have shifted from being "nice to have" to "essential." Despite a general downturn in tech stocks, Palantir's stock price surged over 70%, making it one of the few tech stars thriving amidst the challenges. Palantir is at the intersection of three major trends: the AI revolution, increased government technology spending, and rising corporate data demands, making it one of the most dynamic representatives in the market.

Civitas Resources, Inc. ( NYSE ticker CIVI )

While everyone is obsessed with electric vehicles and renewable energy, analysts believe that the most attractive value in the U.S. is hidden in the oil and gas sector. Amid the new energy trend, Civitas remains focused on oil and gas, with production areas spread across Colorado and Texas, which are the highest oil-producing regions in the U.S. It is expected to have a P/E ratio of 4.7 times and a dividend yield as high as 7%. The Civitas management team focuses on cash flow and capital efficiency, with a clear strategy for returning value to shareholders. The average target price given by Wall Street analysts is about $52, nearly double the current stock price.

Howmet Aerospace Inc. (NYSE code HWM)

Howmet Aerospace provides key components for the global aerospace industry, benefiting from the recovery of the global aviation sector and expansion of defense spending. In the first quarter of 2025, revenue reached a new high, with net profit increasing by 28% year-on-year. The company raised its full-year forecast, estimating profit growth could reach 18%. Howmet is also at the forefront of the growth trend due to the rising global demand for lightweight and high-performance parts, becoming a core supplier in the aerospace and military industries.

Stride, Inc. ( NYSE symbol LRN )

Stride is an online and vocational education platform. In the third quarter, revenue increased by 17.8% year-on-year, with enrollment numbers growing by 21%, and vocational-oriented courses surging over 33%. The platform combines personalized learning with vocational education, capitalizing on the trends of digital transformation in education and skills training, achieving stable growth and strong execution, making it unique in the field of education.

Lincoln National Corporation ( NYSE symbol LNC )

Lincoln National Corporation, a financial and insurance services company, offers a dividend yield of 5.39% (Dividend Yield), with a trading price that is clearly undervalued, making it extremely attractive for income-oriented investors seeking stable cash flow. LNC's business spans life insurance and annuities, providing defensive stable cash flow while also having potential capital appreciation opportunities. Recent news of its partnership with Bain Capital (Bain Capital) further highlights the market's renewed attention to its potential.

Korea Electric Power Corp. 韓國電力公司 (NYSE ticker KEP)

Benzinga believes that KEP is an undervalued monopoly public enterprise and is an international company that can be included on the list. Korea Electric Power Corp is the main electricity supplier in South Korea, nearly controlling the entire national power grid. Recently, earnings per share exceeded expectations, with the latest profit results being impressive, as the first quarter earnings per share was $1.28, far exceeding the analyst expectation of $0.91. Despite facing pressure from international capital outflows, its monopoly position provides resilience against fluctuations. For investors looking to invest in global markets and who enjoy diversifying risks, KEP is a good choice with stable dividends and revaluation potential.

CompX International Inc. (( NYSE code CIX)

This low-profile industrial company specializes in security and ship parts, with a dividend annual growth rate of up to 33.78% over the past five years. Its stable cash flow supports substantial dividend growth, with a healthy dividend yield of 5.42%. Although its market capitalization is not large, its operational efficiency and financial discipline make it an ideal target for investors focused on compound interest.

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