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Top stocks for 2025

14 January 2025

Top stocks for 2025

 

Today we will present to you our top stock for investment in 2025. We aggregated the recommendations from authoritative resources, which are the top ones from our point of vie, with explanations, of why they recommended those stocks. According to my research, there are the following reputable resources where you can get information on the best stocks and not only: MarketBeat, MarketWatch, Investing.com, Morningstar, Motley Fool, and Zacks. I will use them, the list is not full, but it includes most of those trusted that are at least partly free.

 

 

Essential to notice, that while the full approach to how each company picks stocks to recommend is undisclosed, there is still some known story behind it, so give you a specific insight on “how” with a comment before each list.

 

MarketBeat consolidates financial data, news, and expert opinions to provide well-rounded stock recommendations. Curating real-time financial information such as earnings reports, dividend updates, and insider trading activity helps investors make data-driven decisions.

 

Recommendations from MarketBeat: 

Alphabet Inc. (GOOGL)
As a top-tier technology conglomerate, Alphabet is anticipated to maintain its leadership in digital advertising and cloud computing. Analysts predict strong revenue growth fueled by advancements in artificial intelligence and broader adoption of its cloud services.

Amazon.com Inc. (AMZN)
Amazon continues to dominate in e-commerce and cloud computing. With its ongoing expansion into new markets and services, the company is well-positioned for long-term growth. Analysts expect revenue to rise further, supported by the success of its Prime membership program and AWS operations.

Caterpillar Inc. (CAT)
Caterpillar, a global frontrunner in construction and mining equipment, is expected to benefit from rising infrastructure investments worldwide. Analysts project a favourable outlook for the company, driven by economic recovery and increased spending on infrastructure.

The Goldman Sachs Group Inc. (GS)
Goldman Sachs, a leading investment banking and securities firm, is well-positioned to leverage favourable conditions in financial markets. Analysts foresee robust growth in its trading and asset management divisions, contributing to its overall success.

JPMorgan Chase & Co. (JPM)
JPMorgan, a major global financial services company, stands to gain from a strong banking environment. Analysts point to its solid balance sheet and diversified revenue streams as key drivers of potential growth in 2025.

MarketWatch offers financial news, expert analysis, and market data designed to empower investors. Their recommendations are informed by the latest news, professional insights, and detailed market evaluations.

Recommendations from MarketWatch:

Micron Technology Inc. (MU)
New Street Research analysts have set a price target of $145 for Micron, reflecting a potential 46% upside. This positive outlook is fueled by expected growth in the data centre market and advancements in high-bandwidth memory.

Nvidia Corporation (NVDA)
Nvidia is projected to benefit from increased capital investments by hyperscale companies. Analysts have given the stock a target price of $200, indicating a 43% potential gain. Nvidia's strong presence in AI and graphics processing underpins this optimistic forecast.

Advanced Micro Devices Inc. (AMD)
AMD has a price target of $210 from analysts, signifying a 72% potential upside. Despite anticipated volatility in 2025, the company's long-term prospects remain promising as its ecosystem continues to evolve.

Taiwan Semiconductor Manufacturing Company (TSMC)
TSMC is poised to leverage the rising demand for advanced chips, particularly for AI and data centre applications. Analysts rank TSMC among the top technology sector picks.

Infineon Technologies AG (IFX)
Infineon is highly regarded for its expertise in power systems and automotive semiconductor applications. Analysts have identified it as a leading choice in the semiconductor industry, reflecting strong confidence in its growth potential.

Investing.com provides a comprehensive suite of financial tools and real-time data, including stock quotes, charts, and breaking financial news. Their investment insights are built on technical analysis, market indicators, and economic events

Rocommndations from Investing.com:

Exxon Mobil Corporation (XOM)
With global business activity on the rise, the demand for oil is projected to grow, positioning Exxon Mobil for success. According to Investing.com, higher oil demand could push the company's stock to record highs.

Transocean Ltd (RIG)
Transocean, a leader in offshore drilling services, stands to gain from the expected surge in oil demand, making it a strong contender in the energy sector.

Shopify Inc (SHOP)
As business activity accelerates, Shopify is well-positioned to benefit from its high-margin services. Investing.com highlights that improved efficiency and business solutions could drive the company's performance upward.

Old Dominion Freight Line (ODFL)
The increasing movement of raw materials and finished goods creates opportunities for transportation companies like Old Dominion Freight Line to meet the rising demand, potentially boosting their stock value.

XPO Inc (XPO)
XPO is similarly expected to capitalize on heightened transportation needs, driven by growing business activity and increased product movement.

Source:  https://whatsnext.nuance.com/

Morningstar takes a deep dive into fundamental analysis, evaluating companies based on financial stability, competitive edge, and management expertise. Their analysts use a star rating system to assess stocks relative to their intrinsic value, helping investors identify bargains or overvalued securities. This meticulous approach supports informed long-term investment decisions.

Recommendations from Morningstar:

Danaher Corporation (DHR)
Danaher specializes in producing scientific instruments and consumables for the life sciences and diagnostics sectors. Morningstar attributes the company's strong economic moat to its patented and trademark-protected technology. Its acquisition-driven strategy has solidified its position as a market leader, with a fair value estimate of $285.

Paychex Inc. (PAYX)
Paychex offers payroll, human capital management, and insurance solutions tailored to small and mid-sized businesses. Its economic moat stems from high customer switching costs, a strong brand, and economies of scale. Morningstar praises its management's track record with investments and acquisitions, assigning a fair value estimate of $130.

Equifax Inc. (EFX)
Equifax, one of the leading U.S. credit bureaus, benefits from significant operating leverage tied to incremental revenue. Morningstar emphasizes the high barriers to entry in the credit bureau industry, supporting Equifax's wide economic moat. The company's fair value estimate is $285.

Estee Lauder Companies Inc. (EL)
Estee Lauder, a top provider of premium beauty products, boasts a strong presence in both physical retail and digital markets. While recent investor concerns have surfaced, Morningstar remains optimistic about its long-term growth potential, with a fair value estimate of $162.

Polaris Inc. (PII)
Polaris is renowned for its recreational vehicles and powersports products. Morningstar cites the company's strong market position and brand loyalty as key strengths, assigning a fair value estimate of $110.

The Motley Fool specializes in long-term growth investing, focusing on companies with strong business models and sustainable advantages. Through thorough qualitative and quantitative analysis, their analysts identify stocks poised for market-beating growth over a five-year horizon.

Recommendations from Motley Fool:



Amazon.com Inc. (AMZN)
Amazon continues to dominate the e-commerce and cloud computing sectors. Its diversified business model and continuous innovation make it a compelling choice for long-term investors.

Alphabet Inc. (GOOGL)
As the parent company of Google, Alphabet remains a leader in digital advertising and cloud services. Its investments in artificial intelligence and other emerging technologies position it well for future growth.

NVIDIA Corporation (NVDA)
NVIDIA's advancements in graphics processing units (GPUs) have solidified its role in powering AI applications, gaming, and data centres. The company's innovative technologies are expected to drive significant growth.

MercadoLibre Inc. (MELI)
Often referred to as the 'Amazon of Latin America,' MercadoLibre operates a leading e-commerce platform and digital payment system in the region. Its strong market presence and growth in online commerce make it a noteworthy investment.

CrowdStrike Holdings Inc. (CRWD)
Specializing in cybersecurity solutions, CrowdStrike has gained prominence with its cloud-native platform. As cyber threats continue to evolve, the demand for advanced security measures positions CrowdStrike favourably.

Zacks employs a data-driven approach centred on earnings estimate revisions to rank stocks. Their proprietary Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), highlights stocks likely to outperform the market. This quantitative method helps investors identify upward-trending opportunities with precision.

Recommendations from Zacks:

Taiwan Semiconductor Manufacturing Company (TSM)
TSM is a leading semiconductor foundry, holding approximately 60% of the global market share and 90% in advanced chip manufacturing. The company is expanding its production capabilities, particularly in 3-nanometer technology, to meet the growing demand in AI and data centre markets. Analysts project a 35% increase in adjusted earnings for 2024 and a 27% rise in 2025, driven by revenue growth from $69 billion in 2023 to an estimated $112 billion in 2025.

Vistra Corp. (VST)
Vistra is an integrated retail electricity and power generation company. The firm is expected to benefit from increased demand for energy solutions, with revenue projected to grow by 34% in FY24 and 13% in FY25. This growth is anticipated to boost adjusted earnings by 38% and 26% in 2024 and 2025, respectively.

Vertiv Holdings Co. (VRT)
Vertiv provides critical digital infrastructure and continuity solutions. The company is positioned to capitalize on the expansion of data centres and the increasing demand for reliable digital infrastructure. Analysts have shown optimism about Vertiv's growth prospects in the coming years.

AppLovin Corporation (APP)
AppLovin offers a platform that helps mobile app developers grow their businesses. The company is experiencing significant growth, with adjusted earnings projected to increase by 314% in 2024 and an additional 45% in 2025. This expansion is attributed to the adoption of AI-enhanced tools that improve user acquisition and engagement.

MasTec, Inc. (MTZ)
MasTec is a leading infrastructure construction company, benefiting from trends in electrification, grid improvements, and AI data center growth. The firm reported a record 18-month backlog of $13.9 billion, indicating strong future demand. Adjusted earnings are expected to grow by 84% in 2024 and 45% in 2025, supported by revenue increases of 2% and 9% for the respective years. 

We share open data and research with you, but you decide what to invest in and what not to.