The holiday season, which also aligns largely with the second-quarter earnings season, was positive this year. This means that the usual advice to “Sell in May and go away” hasn’t been true in 2025. Both the S&P 500 and Nasdaq 100 have increased by 8.15% and 10.97% over the past three months, rising despite the ongoing tariff conflicts and tensions in the Middle East and Ukraine.
The outlook for the end of 2025 remains positive as long as the is expected lower and the US economy avoids a recession. Let’s look at three companies that have done well during the holidays and might keep growing.
1. PDD Holdings Inc
, an Irish company in the multi-store segment and listed on the NASDAQ, saw its stock price rise by over 23% during the review period. It reached a key resistance level at $132 per share. Breaking this level could potentially lead to further price increases.
What stands out is the company’s fundamental evaluation, which appears impressive when considering both the upside potential indicated by the InvestingPro Fair Value Index and its strong financial health.
Source: InvestingPro
If the fair value indication is achieved, it will mean reaching the first designated resistance level, which is also the final technical hurdle before the stock can approach its historical highs, following a breakthrough of the current level being tested.
2. Alphabet
Although share price has been increasing steadily throughout the holiday season, it accelerated significantly at the start of this month. The catalyst for this sharp rise was a court ruling in the antitrust trial, confirming that the US giant will not have to sell its Chrome browser and Android system. This news sparked a wave of optimism in the market, pushing the stock to new all-time highs and boosting its market capitalization by $230 billion.
Next month, we’ll see the results for Q3 2025. The numerous upward revisions already suggest that analysts are quite optimistic.
Source: InvestingPro
In the short term, given the recent sharp increase, a market pullback might occur. InvestingPro’s Fair Value Index suggests this could be up to a 4% adjustment.
3. United Therapeutics Corporation
, a major player in the biotechnology sector, has delivered the highest return on the list over the past three months, with a gain of nearly 41%. This surge is largely due to a significant move in early September.
Alongside a strong fundamental position similar to PDD Holdings Inc, high investor expectations are tied to the announcement that the TETON-2 study for the lung disease drug Tyvaso has reached its endpoint. Such dynamic stock movements following breakthrough news are common in the medical industry.
The solid financial condition of United Therapeutics Corporation is largely due to its stable profits over the past few years, which is uncommon for this type of company in the biotechnology sector.
Source: InvestingPro
Final Words
In conclusion, the strong performances during the holiday and earnings season highlight resilience in the market, countering traditional selling strategies. With interest rate cuts and economic stability, the year-end outlook remains optimistic, bolstered by key companies achieving outstanding gains. Continued investor confidence in these sectors may pave the way for sustained growth into 2026.
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Disclaimer: This article is written for informational purposes only. It is not intended to encourage the purchase of assets in any way, nor does it constitute a solicitation, offer, recommendation or suggestion to invest. I would like to remind you that all assets are evaluated from multiple perspectives and are highly risky, so any investment decision and the associated risk belongs to the investor. We also do not provide any investment advisory services.
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