Why The Oncology Institute, Inc. (TOI) is Surging in 2025
After lagging behind the broader market in 2024, many healthcare stocks are making a comeback this year. Healthcare spending has been continuously soaring and is projected to do so in the coming years due to demographic tailwinds. The industry now accounts for a fifth of the U.S. economy, and it's a good idea to have exposure to it.
Most executives now hold a favorable view of the industry's prospects, a notable increase from 52% just a year ago. Moreover, it's an industry that is more insulated from tariffs and macro risks.
Of course, the top gainers here are not defensive healthcare stocks, but it's still worth looking into the winners here if you are chasing potential multibaggers.
Even during bear markets, there are pockets of the market that perform exceptionally well. For example, I identified in another article.
For this article, I screened the best-performing healthcare stocks year-to-date.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points ().
A radiologist monitoring the progress of radiation therapy on a patient.
Number of Hedge Fund Holders In Q4 2024: 11
The Oncology Institute, Inc. (NASDAQ:TOI) provides value-based, community-focused cancer care, offering clinical trials, transfusions, and state-of-the-art treatments to over 1.8 million patients across more than 70 clinics.
The most significant driver of The Oncology Institute, Inc. (NASDAQ:TOI)'s stock surge in 2025 was the announcement on March 24 of a $16.5 million private placement, which included participation from both existing investors and company insiders.
Another key catalyst was the April 22 announcement of an expanded research partnership with Helios Clinical Research.
The Oncology Institute, Inc. (NASDAQ:TOI) stock is up 971.20% year-to-date.
Overall, TOI ranks 1st on our list of healthcare stocks that are surging in 2025. While we acknowledge the potential of TOI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than TOI but that trades at less than 5 times its earnings, check out our report about this .
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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