5 Stocks to Watch: Week of 6/23/2025

Enjoy your weekend — let us do the initial stock research for the week ahead. Below, you’ll find a fresh list of stocks to watch for the week ahead, including:

• Viking Holdings (VIK) enjoys the benefits of being the master of a specific niche
• TTM Technologies (TTMI) provides an essential service — and its stock price could mirror continued consumer demand
• Why Cardinal Health (CAH) only enjoys bullish sentiment among the analysts we track
• Why Tutor Perini (TPC) boasts such impressive growth prospects
• Why US Foods Holding (USFD) earns “Stock of the Week” status

Let’s get to it… (Oh, and if you missed last week’s picks, you can get 'em here.)

1- Viking Holdings (NYSE: VIK)

Viking Holdings has carved out a relatively unique niche for itself within the travel industry — focusing on a generally older, wealthier clientele in search of sophisticated, culturally-meaningful travel. VIK has seen a sharp increase in price in the past year — but a recent earnings report came in better than expected, and if 2025 and 2026 booking data is anything to go by, the rally could extend for the foreseeable future.

Zen Rating: B (Buy) — see full analysis >  

Recent Price: $47.89 — get current quote > 

Max 1-year forecast: $61.00 

Why we’re watching:

• VIK is covered by 10 Wall Street analysts — 6 of them have deemed it a Strong Buy, while the remaining 4 researchers rate the stock a Hold. See the ratings
• Viking Holdings is also the top-rated stock in the entire Travel industry, which has an Industry Rating of A.
• Following the company’s Q1 2025 earnings call, three top-rated analysts reiterated Strong Buy ratings on VIK.
• JP Morgan’s Matthew Boss (a top 14% rated analyst) raised his price target from $58 to a Street-high $61, highlighting that the quarter's net yield growth beat consensus and came with high visibility on the balance of the year.
• Steven Wieczynski of Stifel Nicolaus (a top 10% rated analyst) cut his price target from $52 to $50.
• Finally, Citigroup’s James Hardiman (a top 18% rated analyst) upped his price forecast from $52 to $57, stating that "the relative stability in pricing data indicates that cruise names are maintaining discipline for now because most 2025 capacity has been booked."
• Viking Holdings ranks in the top 6% of the stocks that we track, giving it a Zen Rating of B. It should be noted, however, that only about 50 stocks (out of a total of 4,600) stand between it and a Zen Rating of A.
• The high overall rating is owed to two factors — VIK ranks in the top 13% of equities in terms of Growth, as well as the top 7% when it comes to Sentiment. (See all 7 Zen Component Grades here >)

2- TTM Technologies (NASDAQ: TTMI) 

This pick is firmly in the behind-the-scenes category. TTM Technologies is one of the largest producers of printed circuit boards (PCBs) in North America. These components are essential for…basically everything, from microwaves and clocks to smartphones and MRI machines. An eminent Wall Street firm recently had a meeting with management — and one of their best analysts seems to have walked away quite bullish.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $35.70 — get current quote > 

Max 1-year forecast: $41.00 

Why we’re watching:

• TTMI is covered by 4 stock market researchers, and currently has 3 Strong Buy ratings and 1 Buy rating. See the ratings
• William Stein of Truist Securities (a top 1% rated analyst) maintained a Strong Buy rating on TTM Technologies on June 9, and hiked his price target from $36 to a Street-high $41.
• Stein reported that they hosted investor meetings with TTM Technologies' management and that takeaways catalyzed their price target hike.
• The analyst said they were "pleasantly surprised" by the level of confidence displayed regarding idiosyncratic items, such as possible upside from ramping the Penang facility, the possibilities in Syracuse, and TTM's exposure to AI.
• TTMI is the 4th highest rated stock in the Electronic Component industry, which has an Industry Rating of A.
• TTM Technologies stock ranks in the 96th percentile of the more than 4,600 equities that we track, giving it a Zen Rating of A. Stocks with this distinction have provided an average annual return of 32.52% since the early 2000s.
• In terms of its Growth Component Grade rating, the stock ranks in the top 10%. It also ranks in the top 8% and 7%, respectively, when it comes to Safety and Momentum.
• However, Sentiment is TTMI’s strongest Component Grade rating, as it ranks in the top 4% of the stocks we track in this regard. (See all 7 Zen Component Grades here >)

3- Tutor Perini (NYSE: TPC)

Tutor Perini is a construction business that focuses on public works — think highways, tunnels, harbors, bridges, mass transit systems, and the like. Thus far, TPC has gone under the radar — but it maintains a record $19.4 billion backlog, and rates quite highly according to our system when it comes to Growth. 

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $40.56 — get current quote > 

Max 1-year forecast: $50.00 

Why we’re watching:

• TPC hasn’t attracted a lot of attention thus far. Only 2 analysts issue ratings for the stock — and both have given it a Strong Buy rating. See the ratings
• The average price target for Tutor Perini shares works out to $45.50, which implies a 12.18% upside.
• As it currently stands, the most up-to-date coverage comes from B. Riley Securities researcher Liam Burke, who doubled down on a Strong Buy rating and increased his price target on the stock from $40 to a Street-high $50. 
• Factors making Tutor Perini stock an attractive heavy civil infrastructure sector investment and "excellent" value, according to Burke, include a record backlog, better growth outlook, growing operating margins, and a stronger balance sheet.
• The analyst predicted the company's profitability profile would improve by the end of 2025 and that operating profit growth would continue in 2026.
• Tutor Perini is currently the 3rd highest-rated stock in the Engineering & Construction industry, which has an Industry Rating of A.
• TPC ranks in the top 2% of the more than 4,600 equities that we track based on a big-picture analysis of 115 proprietary factors, giving it a Zen Rating of A.
• Positive analyst coverage and a significant degree of insider buying have combined to give Tutor Perini a Sentiment Component Grade rating in the 95th percentile.
• However, the stock’s strongest suit is Growth — where it ranks in the top 2%. (See all 7 Zen Component Grades here >)

4- Cardinal Health (NYSE: CAH) 

Founded way back in 1971, Cardinal Health has become a $35 billion medical distribution powerhouse in the more than half a century that it has been operating. The company currently provides supplies such as gloves, surgical apparel, and fluid management products to three-quarters of the hospitals in the United States.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $161.96 — get current quote > 

Max 1-year forecast: $181.00 

Why we’re watching:

• Cardinal Health enjoys extensive bullish coverage from Wall Street researchers. The stock currently has 6 Strong Buy ratings, 3 Buy ratings, and 2 Hold ratings — with no Sell or Strong Sell ratings. See the ratings.
• Morgan Stanley’s Erin Wright (a top 5% rated analyst) reissued a Strong Buy rating, and raised her price target from $166 to a Street-high $181.
• With only a few weeks remaining in its FY 2025, Cardinal Health management increased its guidance, citing broad-based industry tailwinds, Wright told readers.
• The analyst said the move aligns with McKesson's comments from earlier this week.
• After Morgan Stanley called Cardinal Health's Investor Day event "straight down the fairway," Wright said management's new goals reflect "the more advantageous and long-lasting conditions during what we see as the 'golden age' of drug distribution."
• CAH is currently the top-rated stock in the Medical Distribution industry, which has an Industry Rating of A.
• While its dividend yield of 1.48% isn’t particularly high, Cardinal Health has maintained steady dividend payments over the past 10 years.
• Cardinal Health shares rank in the 97th percentile of the equities we track, giving them a Zen Rating of A.
• CAH ranks near the very top of the stocks that we track in two categories. In terms of its Sentiment Component Grade rating, it ranks in the top 3% — when it comes to its Safety rating, it ranks in the top 2%. The former is owed mainly to positive analyst coverage — while the latter is due to the presence of a strong uptrend dating back all the way to mid-2022. (See all 7 Zen Component Grades here >)

5- US Foods Holding (NYSE: USFD) 

Stock of the Week alert! If USFD sounds familiar, that’s because we featured it in last week’s edition. However, our Editor-in-Chief, Steve Reitmeister, recently included it in his exclusive 18-stock strong Zen Investor portfolio, and gave a detailed account as to why the stock has found its place in such esteemed company in a Monday article.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $76.68 — get current quote > 

Max 1-year forecast: $95.00 

Why we’re watching:

• It’s our Stock of the Week — if you want to see a more detailed overview of why, check out Steve’s Monday article.
• We’ll cover some of his points here — but first, Wall Street. At present, 8 analysts track USFD and issue ratings for it — 7 researchers have dubbed the stock a Strong Buy, and 1 analyst issues a Hold rating. See the ratings
• In addition, the average 12-month price target for US Foods Holding stock, at $84.63, implies a 10.36% upside from current prices.
• US Foods Holdings has seen a doubling of earnings the past five years and a 4X increase in the share price. 
• Earnings growth momentum is expected to continue into the future with another 43% increase in earnings over the next two years.
• The wider Food Distribution industry has an Industry Rating of A. USFD is the top-rated stock in the industry, but more importantly, it isn’t a typical defensive pick — but a growth stock.
• Steve noted Wall Street’s optimistic price targets, but also believes that USFD could surge past $100 in the year ahead as it keeps on its current growth trajectory, which will attract more investors to bid up these quality shares.
• That optimism is corroborated by our quant rating system. Based on a holistic analysis of 115 factors, US Foods Holding stock ranks in the top 4% of the 4,600 equities that we track.
• In fact, USFD shares rank quite highly in terms of several Component Grade ratings. For example, they rank in the top 18% in Momentum and Financials.
• To boot, US Foods Holding stock ranks in the 80th percentile when it comes to Growth.
• Last, but certainly not least, the stock ranks in the top 14% in AI, as well as the top 3% in Safety. (See all 7 Zen Component Grades here >)

What to Do Next?

• 9 Special Stock Lists You Need Now >
• See All “A” Rated Stocks with +32.52% Average Annual Return >
• 2 New Stocks to Buy from Steve Reitmeister >

Want to get in touch? Email us at news@wallstreetzen.com.