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Stocks to Watch in 2024: Analysts Look Beyond Big Tech
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Published in Stocks and Investing on Monday, December 29th 2025 at 19:21 GMT by Kiplinger- 🞛 This publication is a summary or evaluation of another publication
- 🞛 This publication contains editorial commentary or bias from the source
Beyond the Usual Suspects: Stocks Poised for Growth in 2024 (According to Analysts)
As 2023 draws to a close, investors are naturally looking ahead to what 2024 might hold. While the market has shown surprising resilience this year, many analysts believe that continued economic uncertainty and evolving consumer behavior will create both challenges and opportunities. MSN recently published an article highlighting several stocks identified by various analysts as having significant potential for growth in the coming year – stocks that move beyond the well-trodden paths of tech giants and established blue chips. This analysis focuses on sectors like healthcare, energy transition, and even some surprising consumer discretionary picks, suggesting a more nuanced outlook than simply betting on familiar names.
The article primarily draws from insights provided by Jefferies' equity strategists led by Stephen Tucci, as well as commentary from other analysts across different firms. Their research suggests that while the overall market may experience volatility, specific companies positioned to capitalize on emerging trends and address ongoing needs are likely to outperform. The overarching theme isn’t about chasing quick gains but identifying businesses with solid fundamentals and long-term growth prospects.
Healthcare: A Sector Driven by Demographics & Innovation
A significant portion of the identified stocks falls within the healthcare sector, reflecting demographic tailwinds (an aging population requiring more care) and ongoing innovation in medical technology and pharmaceuticals. One standout mentioned is Teladoc Health (TDOC). While Teladoc has faced challenges in recent years related to its pandemic-era growth slowdown and profitability concerns, analysts at Jefferies believe the company’s focus on improving operational efficiency and expanding its virtual care offerings could lead to a turnaround. The article highlights that Teladoc's ability to integrate with existing healthcare systems and offer specialized services (like mental health support) will be crucial for future success. (You can find more details about Teladoc's recent performance and strategy in their investor relations materials, linked within the MSN article).
Another healthcare pick is HCA Healthcare (HCA), one of the largest hospital operators in the US. HCA benefits from the continued demand for healthcare services and its scale allows it to negotiate favorable rates with insurance providers. Analysts see potential upside as elective procedures rebound and the company continues to optimize its operations. The stability of this sector is attractive given broader economic uncertainties.
Energy Transition: Powering a Sustainable Future (and Profits)
The transition to renewable energy sources remains a key investment theme, and several stocks highlighted represent different facets of this evolving landscape. Plug Power (PLUG), a leader in hydrogen fuel cell technology, received significant attention. While Plug Power has been volatile due to its ambitious growth plans and ongoing need for capital, Jefferies believes the company is well-positioned to benefit from increasing demand for clean energy solutions, particularly in transportation and industrial applications. The article acknowledges the risks associated with Plug's profitability timeline but emphasizes the long-term potential of hydrogen as a viable fuel source. (Plug Power’s website provides extensive information on their technology and market focus).
Beyond pure play hydrogen companies, NextEra Energy (NEE), a large utility company heavily invested in renewable energy projects, also made the list. NextEra's diversified portfolio and consistent dividend payments offer investors a more conservative way to participate in the energy transition. They are actively expanding wind and solar generation capacity, positioning them for long-term growth as states and corporations increasingly commit to decarbonization goals.
Consumer Discretionary: Finding Value Amidst Shifting Spending Habits
Surprisingly, the article also identified opportunities within the consumer discretionary sector, a segment often viewed with caution in uncertain economic times. Bath & Body Works (BBWI) emerged as an unexpected pick. While facing headwinds from changing consumer preferences and online competition, analysts believe the company's strong brand loyalty and focus on value-oriented products could help it weather the storm. The article points to Bath & Body Works’ efforts to revitalize its stores and expand into new product categories as potential catalysts for growth.
Other Notable Mentions:
Beyond these key sectors, the MSN article also highlighted a few other stocks worth watching:
- Mosaic (MOS): A fertilizer producer benefiting from global food demand.
- Lamb Weston Holdings (LW): A frozen food specialist capitalizing on restaurant industry trends.
- Deere & Co. (DE): An agricultural equipment manufacturer poised to benefit from increased farm productivity and precision agriculture technologies.
Important Caveats & Considerations:
The article emphasizes that these stock picks are based on the analysis of specific firms and do not constitute financial advice. Investing in individual stocks carries inherent risks, and investors should conduct their own due diligence before making any investment decisions. The analysts acknowledged potential headwinds including persistent inflation, rising interest rates, and geopolitical instability, all of which could impact market performance. Furthermore, the article cautions that even companies with strong fundamentals can be affected by unexpected events or shifts in consumer sentiment.
Conclusion:
The stocks highlighted in the MSN article offer a glimpse into the investment strategies being employed by analysts as they look ahead to 2024. Rather than solely focusing on established tech giants, these picks represent a broader range of sectors and companies poised to capitalize on emerging trends and address evolving needs. While risk remains inherent in any market environment, identifying businesses with solid fundamentals and long-term growth potential can offer investors the opportunity to navigate uncertainty and potentially achieve attractive returns in the new year. The key takeaway is that diversification and careful research remain paramount for successful investing.
Disclaimer: This article is a summary of information found at the provided URL and does not constitute financial advice. Please consult with a qualified financial advisor before making any investment decisions.
Read the Full Kiplinger Article at:
[ https://www.msn.com/en-us/money/savingandinvesting/stocks-that-could-take-off-in-the-new-year/ar-AA1TdNei ]
