US Stock Market Outlook: Q2 2025
US Stock Market Outlook: Q2 2025
The US equity market outlook has shifted from overvalued into undervalued territory—presenting more opportunities for investors.
Out of the more than 700 stocks we cover, the US equity market is trading at a 5% discount to our fair value estimates. Since the beginning of the year, our equity analysis shows value stocks have outperformed growth stocks, as the market selloff was concentrated in AI stocks. With continued market uncertainty from the Trump administration and Federal Reserve Bank, it’s difficult to make any stock market predictions.
Our Q2 2025 US Stock Market Outlook examines our equity research coverage based on the equity style box, economic moats, sector valuations, and more.
Access the report to discover how our latest quarterly market update can shape your investment strategy.
What's Inside our Market Outlook:
What's Inside our Market Outlook:
- In-depth analysis of the market valuation by category, capitalization, and returns
- Which equity investing strategies our analysts recommend for long-term success
- Which companies are our analysts’ top stock picks across equity sectors