Top stocks to buy today: Stock recommendations for August 25, 2025 – check list
Citigroup has a buy on Divis Laboratories with the target price at Rs 7,750. Analysts believe the recent weakness in the stock is a buying opportunity and they think valuations are reasonable due to sector tailwinds and the company’s pipeline. They also feel that concerns around Orforglipron (oral GLP-1) Phase-III appear overdone as consensus is still building over $15 billion sales in 2030, which seems enough to estimate for Divi’s intermediate supplies of around $200 million to $300 million. Analysts also feel strong adoption in Tirzepatide and subsequent consensus upgrades in the product indicate an increase in the peptide GLP-1 TAM for Divi’s Labs. They also feel that concerns around Entresto going generic in the US may start fading away.JP Morgan has an underweight rating on Mazgaon Dockyard with the target price at Rs 2,468. Analysts feel risk-reward for the stock remains adverse despite recent price correction. The company’s Jan-March (Q4FY25) and April-June (Q1FY26) quarterly numbers were very weak due to provisioning related to cost overruns. More importantly, a large order award for P-75 Scorpene submarines is yet to materialize and has been delayed versus earlier guidance. If these awards get delayed further, it would pose a risk to FY28 revenue estimates given it takes two years for revenue to start being recognized. As of now, there appears to be little incremental positive news flow on the P-75I submarine award either.Morgan Stanley has an equal weight rating on Wipro with the target price at Rs 285. Analysts feel Wipro’s recent acquisition (Harmans Digital Transformation Solutions Business) to be accretive to its revenue but could be dilutive to margins and neutral to slightly dilutive to earnings per share for FY27. The acquisition allows Wipro to expand in new geographies like South Korea, and for gaining new skill sets around embedded software, digital engineering, IoT, etc. The acquired company’s customer base and priority sectors complement Wipro’s.CLSA has an outperform rating on Hindustan Aeronautics (HAL) with the target price at Rs 5,436. Analysts feel the Indian government’s approval resulted in HAL’s biggest order ever worth Rs 67,000 crore. This order should put to rest speculation of a likely delay in repeat order for HAL on delays in deliveries for its first order by over a year. This order also proves the delay was no fault of HAL, which was caused by a delay in engine supply from GE.Nomura has a buy on Alkem Laboratories with the target price raised to Rs 6,300. Analysts feel the stock’s valuations are reasonable given recovery in domestic growth and prospects at Enzene. The company has successfully gained traction in recent launches in anti-diabetes after patent expiry and intends to participate in the first wave of GLP-1RA opportunity. Analysts expect Enzene revenue to rise to Rs 800 crore by FY28, from Rs 360 crore in FY25. However, they feel profitability could still be low given higher overheads of CDMO operations.
