While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.
Even among high-growth companies, some are struggling, which is why we built StockStory - to help you separate winners from losers. Keeping that in mind, here are two Nasdaq 100 stocks that could lead the market and one that may face some trouble.
One Stock to Sell:
Baker Hughes (BKR)
Market Cap: $60.36 billion
Tracing lineage to a 1907 cable tool drill bit patent, Baker Hughes (NASDAQ: BKR) provides equipment and services for oil and gas drilling, production, and transport.
Why Do We Think Twice About BKR?
- Scale is a double-edged sword because it limits the company’s growth potential compared to its smaller competitors, as reflected in its below-average annual revenue increases of 6.3% for the last five years
- High extraction costs and unfavorable asset economics are reflected in its low gross margin of 22.3%
At $60.41 per share, Baker Hughes trades at 21.7x forward P/E. Dive into our free research report to see why there are better opportunities than BKR.
Two Stocks to Buy:
CrowdStrike (CRWD)
Market Cap: $206.2 billion
Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ: CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform.
What Makes CRWD Stand Out?
- Average billings growth of 24.9% over the last year enhances its liquidity and shows there is steady demand for its products
- Projected revenue growth of 22.7% for the next 12 months suggests its momentum from the last two years will persist
- User-friendly software enables clients to ramp up spending quickly, leading to the speedy recovery of customer acquisition costs
CrowdStrike is trading at $203.19 per share, or 31.5x forward price-to-sales. Is now the time to initiate a position? Find out in our full research report, it’s free.
O'Reilly (ORLY)
Market Cap: $73.26 billion
Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ: ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.
Why Is ORLY a Top Pick?
- Comparable store sales rose by 4.9% on average over the past two years, demonstrating its ability to drive increased spending at existing locations
- Disciplined cost controls and effective management resulted in a strong two-year operating margin of 19.4%
- Stellar returns on capital showcase management’s ability to surface highly profitable business ventures
O'Reilly’s stock price of $89.04 implies a valuation ratio of 25.8x forward P/E. Is now a good time to buy? See for yourself in our full research report, it’s free.
High-Quality Stocks for All Market Conditions
ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time.
Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE.
Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.
