While the stock market is on pace for a surprisingly big rally in the first half of the year, certain stocks have led the pack. The U.S. economy has so far dodged a recession and consumers are continuing to spend, which is underpinning Wall Street's optimism. CNBC used FactSet data to screen for stocks that meet the following criteria: Stocks included have gained more than 14% from the start of the year. Nearly 74% of analysts rate the stock as a buy, according to FactSet, while their average price targets imply 20% upside. DAL YTD mountain More than 80% of analysts covering Delta rate the stock as a buy, according to FactSet.

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Persons: DAL Organizations: Federal Reserve, Nasdaq, Dow Jones Industrial, MGM Resorts, Delta Air Lines, CNBC, Warner Bros, Discovery, Warner Bros Discovery, Caesars Entertainment, MGM, Caesars, Sands, Nassau Coliseum, Alaska Air Group Locations: U.S, New York