Bank of America (BAC), or BofA, has disclosed its fresh list of high-conviction stock ideas for the fourth quarter of 2025, according to a StreetInsider report. The bank stated that its stock picks are based on market trends and individual companies’ strengths. Also, strategists highlighted a strong season and rising profits.
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Here are the top eight stocks that BofA is bullish on.
1. Amazon (AMZN): BofA’s top pick this quarter due to strong e-commerce momentum and expected acceleration in AWS growth. December’s re:Invent conference is seen as a key moment for the company to shed light on its AI roadmap.
2. Dycom Industries (DY): BofA likes Dycom due to its role in building telecom fiber networks. Its growth potential seems tied to Verizon’s (VZ) potential fiber-to-the-home (FTTH) target update, government initiative to expand high-speed internet in underserved communities, and rising demand for data centers.
3. Generac (GNRC): Generac is a backup power generation product maker. With power outages and commercial demand on the rise, Generac is expected to benefit from its exposure to hyperscale data centers. BofA projects data center revenue could hit $350 million by 2026 and rise further in 2027.
4. GitLab (GTLB): Bank of America considers GitLab one of the best software stocks. The firm believes that GitLab is gaining traction with strong revenue growth and adoption of its AI-driven Agent Platform.
5. ITT Inc. (ITT): The industrial manufacturer has been picked due to its expanding margins and steady market share gains. Potential acquisitions later this year could further boost its performance.
6. NVR (NVR): Despite housing headwinds, homebuilding company NVR’s asset-light model and focus on high-performing regions support strong return on equity (ROE) and capital returns.
7. SharkNinja (SN): This global product design and technology company is BofA’s “top holiday” idea. SharkNinja is expected to benefit from new product launches, wider distribution, and upbeat retailer feedback.
8. Tradeweb (TW): The rates and credit trading platform is seen as a long-term winner in fixed income electronification. BofA sees recent weakness as a buying opportunity, with growth ahead for Tradeweb’s portfolio trading and gains from working with BlackRock’s (BLK) Aladdin platform.