Bank of America Cross-Industry Best Stock Selections

Investing.com – U.S. banks have identified leading stocks across various sectors, focusing on companies with strong growth potential and competitive market positions. These selected stocks represent the banks’ top picks within their respective industries, covering areas from packaging to semiconductors.

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Aerospace & Defense

Boeing, as a global leader in aerospace and the largest manufacturer of commercial jets and military aircraft, operates in segments including commercial airplanes, defense, space & security, global services, and Boeing Financial. While Boeing benefits from the recovery of the commercial aerospace industry and its position in the global duopoly of large commercial aircraft, U.S. banks also acknowledge specific challenges the company faces, including loss of market share in narrow-body aircraft and recent reputation risks. Despite these concerns, U.S. banks remain optimistic about Boeing’s future development.

Boeing secured an order with Vietnam Airlines for 50 737 MAX aircraft and announced plans to open a fourth production line for this model in Everett, Washington. The company also received preliminary certification from the Federal Aviation Administration (FAA) and the European Aviation Safety Agency (EASA) for its 777-9 flight training simulators.

Internet & E-commerce

Amazon, one of the world’s largest online retailers, operates localized websites in key global markets and owns multiple online assets including Zappos, Twitch, and Whole Foods Market. The company also runs Amazon Web Services (AWS), a leading cloud computing platform. U.S. banks believe Amazon is well-positioned to capitalize on the growth of global e-commerce and other long-term trends such as cloud computing, online advertising, and connected devices.

Amazon has acquired a 5.3% stake in electric aircraft company BETA Technologies and announced plans to expand its same-day pharmacy delivery service. Additionally, its One Medical division launched a new health data analytics tool for laboratory result analysis.

Semiconductors

Nvidia designs and sells graphics and video processing chips for gaming PCs, workstations, gaming consoles, and accelerated computing servers. U.S. banks praise Nvidia’s transformation from a traditional PC graphics chip supplier to a provider for high-end gaming, enterprise graphics, cloud computing, and automotive markets. The bank considers Nvidia’s ongoing execution, solid balance sheet, and commitment to capital return as key advantages.

Nvidia expanded its partnership with Meta on AI infrastructure and disclosed a new investment stake in Synopsys valued at over $2 billion. The company also divested its holdings in Recursion Pharmaceuticals and Applied Digital.

Packaging

Sonoco Products, a global leader in industrial and consumer packaging, is expected to reach $7.6 billion in revenue by 2025. Its diversified product portfolio includes paper tubes and cores/paper products such as cardboard tubes, cores, and paper for converting and display applications. Its consumer packaging segment produces composite cans (including Pringles containers), barrels, plastic bottles, and closure solutions. Sonoco’s broad product range and global manufacturing footprint make it U.S. banks’ top choice in the packaging sector.

Sonoco recently announced its three-year financial strategy aiming for approximately $1.5 billion in adjusted EBITDA by the end of 2028. The company also began delivering energy from its renewable energy agreement with the Big Sampson wind project.

Gold & Precious Metals

Agnico Eagle is an established gold mining company operating multiple mines in Canada, Finland, Australia, and Mexico. U.S. banks rate Agnico Eagle as a buy, citing its high-quality asset base capable of generating strong free cash flow. This robust cash position allows the company to fund growth projects and increase shareholder returns, making it stand out in the precious metals sector.

Agnico Eagle Mines reported Q4 2025 financial results exceeding analyst expectations, with revenue of $3.56 billion and earnings per share of $2.70.

Specialty Chemicals

RPM International produces paints, coatings, roofing systems, sealants, and adhesives for industrial and consumer markets, with projected sales of $7.3 billion in fiscal 2025 (about 30% outside North America). Its well-known brands include Rust-Oleum, DAP, Day-Glo, Dryvit, illbruck, Carboline, Stonhard, and Tremco. RPM’s subsidiaries sell products through 120 manufacturing plants in 164 countries. U.S. banks emphasize that RPM achieves industry-leading organic growth through cross-selling of its flagship brands and one-stop solution deployment, complemented by successful acquisitions.

Recently, RPM International received an upgrade from Morgan Stanley from Neutral to Overweight, while BMO Capital and RBC Capital lowered their target prices. The company also announced a $100 million annual cost reduction plan.

Diversified Industrials

AMETEK

AMETEK generates approximately $5 billion in sales, operating through two main segments: Electromechanical Group (EMG), producing various motor products, and Electronic Instruments Group (EIG), focused on measurement instruments. The company’s growth strategy centers on strategic acquisitions. U.S. banks view AMETEK as a high-quality, compound growth company with significant cyclicality due to its short-cycle industrial exposure, and note that capital allocation could provide upside potential.

Following a strong Q4 with record orders and backlog, AMETEK’s target price was raised by multiple analysts including DA Davidson, Truist Securities, and RBC Capital.

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