These are the favorite cyclical stocks for 2021 from the best-performing analysts
(This story is for CNBC Pro subscribers only.) Cyclical stocks, the group most sensitive to an economic recovery, have powered the market's latest run to a record high amid promising vaccine news. A number of names still have a lot more room to go over the next 12 months, according to Wall Street's best analysts. Many investors have been focusing on the typical reopening trades like airlines and cruise line operators to ride the big market rotation. However, there are some under-the-radar cyclical plays that top analysts see substantial upside in, including a slew of autos, homebuilders and industrials. CNBC used TipRanks.com to find Wall Street's favorite cyclical stocks. We winnowed it down to only look at ratings and price targets from analysts whose recommendations have consistently outperformed the market. These stocks have strong buy ratings from the best analysts and have at least 10% upside based on their average 12-month price targets. The best-performing analysts are bullish on a slew of auto-related names, including AutoZone , Ferrari , O'Reilly Auto , LKQ , Nio , General Motors as well as auto retailer CarMax . The S & P 500 automobiles and components industry group has risen 37% this quarter so far, bringing its 2020 gains to 12%. CarMax, U.S. largest used-car retailer, is still lagging the broader market this year after a lukewarm performance in the past month. The stock gained just 5% over the past month. Top analysts believe CarMax could catch up relatively swiftly, seeing a 34% rally in the next 12 months on average. Nio has been on a tear this year with a rally north of 1,000%, and yet top analysts still forecast big upside for the Shanghai-based electric vehicle company. One of the top analysts BofA Securities' Ming Hsun Lee said Nio has strong potential in the premium EV market and improving profitability along with "rising scale." Lee has a $54.70 price target, which represents a 17% from here. Top analysts also have high conviction in a few homebuilders, including PulteGroup , DR Horton and Lennar . Rising demand for suburban housing as well as the ultra-low mortgage interest rates have boosted some homebuilder stocks to record highs this year. Last month, Citi analyst Anthony Pettinari raised his price target on D.R. Horton to $85 from $78 following an earnings beat. Pettinari cited D.R. Horton's "confident commentary" on the sustainability of housing demand. Industrials have been at the forefront of the recent market rally amid optimism for a successful economic reopening, but the group's year-to-date performance still falls behind the S & P 500. Wall Street's best analysts believe these names in the sector can go up at least 10% in the next 12 months, including Masco , Dupont de Nemours , Linde , Otis Worldwide , Air Products and Jacobs Engineering .

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