Top 10 Stocks to Consider for Your 2025 Portfolio

As 2025 approaches, investors are encouraged to explore promising stocks in the tech sector, especially those related to artificial intelligence. The report outlines a curated list of ten stocks that may present significant opportunities for investors in the coming year.

Date: 14-12-2024

AI Rating: 7

The report highlights several tech stocks that could see price appreciations as we move into 2025, especially in light of the increasing relevance of AI technology.

Taiwan Semiconductor Manufacturing (NYSE: TSM): Expected to experience a 25% revenue growth in 2025, with AI-related revenue projected to triple this year. This positive outlook suggests strong future earnings potential.
ASML (NASDAQ: ASML): Despite a reduction in 2025 revenue guidance, management still anticipates a 15% revenue growth. This slight decline is countered by the company's unique tech position, indicating a long-term stable trajectory.
Meta Platforms (NASDAQ: META): Projected revenue growth of 21% in 2024 and 15% in 2025 through its advertising and AI initiatives, showcasing a robust growth story amid evolving AI landscape.
Alphabet (NASDAQ: GOOGL): Google Cloud's 35% growth in Q3 is a positive indicator of the company’s performance. The stock trades at a reasonable price of 25 times forward earnings, indicating there may be room for appreciation.
Amazon (NASDAQ: AMZN): AWS continues to be a significant portion of profits, with a solid 19% growth. The positive growth in the cloud division remains a driving force for the company's future stock performance.
CrowdStrike (NASDAQ: CRWD): Strong annual recurring revenue growth of 27% year over year, despite recent service challenges. This reflects resilience in underlying growth metrics.
dLocal (NASDAQ: DLO): Trading for 25 times forward earnings while undergoing a transformation under new leadership, showcasing growth potential.
PayPal (NASDAQ: PYPL): Currently trading at 19 times forward earnings with a stable growth trajectory, indicating it could become a strong investment over time.
MercadoLibre (NASDAQ: MELI): Recorded over 100% revenue growth (currency-neutral) in Q3, despite recent credit portfolio challenges. Such strong growth metrics signal potential for continuing investment interest.
Nvidia (NASDAQ: NVDA): Despite expectations of lesser growth compared to prior years, a projected 51% rise in revenue in 2025 illustrates significant upside potential.

In summary, the analysis points towards promising revenue growth prospects for several companies, showcasing underlying fundamentals that may bolster stock prices moving forward.

Stocks: TSM ASML META GOOG AMZN CRWD DLO PYPL MELI NVDA