Top 10 Stock Picks for October 2025: Best Funds to Buy Now for Growth, Safety, and Diversification

With the Federal Reserve maintaining its rate-cutting trajectory into October 2025 amid heightened market volatility and sector rotation, opportunities are emerging in small caps, semiconductors/AI, value stocks, and gold miners as hedges. Based on recent analyses from Zacks, Morningstar, Yahoo Finance, and ETF experts, we've compiled a forward-looking list of 10 recommendations expected to capitalize on these trends through the end of October and into Q4. Selections emphasize high-conviction picks with upward earnings revisions, undervaluation, and momentum in resilient sectors.

Top 10 Stocks and ETFs Poised to Outperform in October 2025

Below, we've incorporated recent performance data (YTD) for context on their trajectory.

Top 10 Stocks to Watch in October 2025

Drawing from recent expert analyses and market forecasts, these stocks are selected for their strong momentum, earnings potential, and sector tailwinds in areas like technology, commodities, consumer staples, and AI amid ongoing rate cuts and economic resilience.

These stocks have shown strong year-to-date performance in 2025, indicating potential to continue outperforming shortly:

1. Robinhood Markets, Inc. (HOOD)

  • Recent YTD Performance: +285% year-to-date with a 561% gain over 1 year; recent surge driven by S&P 500 inclusion and strong revenue growth. (TradingView)
  • Recent Market Capitalisation: $132 B
Robinhood vs Palantir: Both are high-growth tech stocks that have delivered massive returns in 2025—Robinhood up ~421% (1Y) and Palantir up ~382% (1Y) —fueled by momentum in retail trading and AI/data analytics, respectively. However, traditional metrics like price-to-earnings (P/E) and price-to-sales (P/S) ratios reveal stark differences. Palantir trades at significantly higher multiples, suggesting it is more overvalued relative to current and forward earnings/sales, even accounting for its growth narrative. Analysts often describe Palantir's valuation as "insanely expensive" or "overhyped," while Robinhood's is elevated but more grounded in fintech recovery.

2. Newmont Corp. (NEM)

  • Recent Performance: YTD +128%, 1M +10%.
  • Mining (Safety/Hedge): Gold leader benefiting from record prices and safe-haven demand; Zacks #1 Rank with 67% EPS growth forecast. 
  • Recent Market Capitalisation: $95 B

3. Seagate Technology (STX)

  • Recent Performance: YTD +189%, 1M +8.7%.
  • Data Storage (Growth): AI-driven storage and AI data center demand; top YTD performer with strong forecasts. 
  • Recent Market Capitalisation: $53 B

4. Palantir Technologies (PLTR)

  • YTD - October 2025 range: +120 - 135% (TradingView)
  • Recent Market Capitalisation: $410 B
Palantir trades at significantly higher multiples, suggesting it is more overvalued relative to current and forward earnings/sales, even accounting for its growth narrative.

5. Western Digital (WDC)

  • Recent Performance: YTD +192%, 1M +7%.
  • Data Storage (Growth): Storage for AI boom; undervalued with earnings rebound. 
  • The recent price surge is driven by strong demand for data storage in AI and cloud sectors, with analysts maintaining a Buy consensus and potential for further upside.
  • Recent Market Capitalisation: $45 B

6. Micron Technology (MU)

  • Recent Performance: YTD +123%, 1M +10%.
  • Semiconductors (Growth): Memory chips for AI data centers; Zacks #1 Rank, 50%+ EPS growth expected. 

7. GE Vernova (GEV)

  • Recent Performance: YTD +86.4%, 1M +10.5%.
  • Energy tech spin-off with renewable focus; 86.4% YTD driven by green energy transition. 

8. General Electric (GE)

  • +65.0% (YTD)

9. CVS Health (CVS)

  • +63.0% (YTD)

10. NRG Energy (NRG)

  • +61.3% (YTD)
Related: Gold Mining Stocks and ETFs: Why They're Trouncing AI (2025)

Ranking Methodology

  • YTD Performance: Based on reported or estimated returns for 2025 (as of October 2025). Higher returns rank higher. 
  • Market Capitalisation: Used as a secondary factor for assessing stability and risk diversification, reflecting stock popularity and liquidity.
  • Data Source: TradingView

Market Outlook Drivers

  • Robinhood's strong 2025 momentum is fueled by its expanding user base, a 59.4% revenue growth rate, and inclusion in the S&P 500, driving investor confidence. It reported 26.5 million funded customers and a robust Q2 earnings beat.
  • Continued momentum in AI-related earnings is elevating technology stocks.
  • Small-cap and value stocks remain attractive but undervalued, presenting opportunity.
This curated mix of high-growth stocks like Robinhood and others provide balanced exposure to sectors poised for outperformance in October 2025.

Disclaimer

This is not financial advice. Past performance doesn’t guarantee future results. Consult a financial advisor and conduct your own research before investing.

The information presented in this article is intended for general informational purposes only and should not be construed as professional financial or investment advice. The revenue figures, company rankings, and projections are based on publicly available data, company reports, and industry estimates as of 2025. All currency conversions, where applicable, are based on annual average exchange rates.

While efforts have been made to ensure the accuracy and timeliness of the information, One Day Advisor and the article’s authors do not guarantee the completeness, reliability, or suitability of the content for any particular purpose. Readers are encouraged to verify details independently and consult qualified professionals before making any business, investment, or healthcare decisions based on the information provided.

The article may reference ongoing developments, regulatory actions, or market events that are subject to change. One Day Advisor is not responsible for any losses or damages arising from the use of this information.

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