TipRanks
8 min read
In This Article:
We’re almost halfway through 2025, and the overriding theme of the markets this year has been volatility.
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From President Trump’s barely-precedented non-consecutive second term to the mercurial President’s on-again, off-again tariff policy and trade negotiations, to the explosive expansion of the Middle East war – the markets have faced an almost non-stop series of turbulent events.
Even so, Wall Street isn’t standing still. Despite the volatility, major banks are actively searching for high-conviction plays for the months ahead. Morgan Stanley, one of the best-known names on Wall Street, has pinpointed two stocks as its ‘top picks’ – tickers it believes are well-positioned to beat the market as the year progresses.
Using the TipRanks platform, we’ve looked up the broader Wall Street view on both of Morgan Stanley’s picks – and the verdict is in: both carry Strong Buy consensus ratings. Let’s take a closer look at what makes them stand out right now.
Chart Industries (GTLS)
The first of Morgan Stanley’s top picks that we’ll look at is Chart Industries, a company that provides essential ancillary services in the energy industry – specifically, to the natural gas sector. The company’s chief business operations lie in the field of cooling and compression, where Chart provides equipment and support needed by the Liquefied Natural Gas (LNG) segment. In addition, the company works in the industrial gas field, and provides solutions for a variety of industrial sectors – aerospace, cement, data centers, hydrogen energy, mining, and more.
Chart’s activities have a global footprint, and the company has a presence on all the major continents. In an important move, announced earlier this month, the company indicated that it has entered an agreement with Flowserve Corporation to conduct a ‘merger of equals.’ Flowserve is a global leader in industrial process technologies, making it a good fit for Chart’s existing operations. The combined entity will have its headquarters in Dallas, Texas, and will maintain important offices in Atlanta and Houston, supporting ops in more than 50 countries. The transaction, which is expected to close during 4Q25, will be conducted on an all-stock basis, and create a firm with an approximate enterprise value of $19 billion.
Looking at Chart’s Q1 results, the last quarter before the merger announcement, we find that the company generated $1 billion in revenue, a total that was up 5% year-over-year although it missed the forecast by a razor-thin $1.11 million. Chart’s $1.86 non-GAAP EPS was 3 cents per share better than had been expected. As noted, Chart finished the quarter with a strong work backlog.
