These are the top 5 tech stocks to own in 2025: Evercore

Investing.com -- Evercore ISI has highlighted five technology stocks they believe are poised for strong performance into 2025: Apple (NASDAQ:AAPL ), Arista Networks (NYSE:ANET ), Amphenol (NYSE:APH ), IBM (NYSE:IBM ), and Vertiv (VRT).

The firm's analysts presented a "bull case" for each stock, underscoring each company's unique position within the evolving tech landscape.

Arista Networks (ANET) leads the list with its focus on AI-driven network solutions. According to Evercore, Arista's "conservative guide" for 2025, set at 15-17% revenue growth, "leaves room for upside" as demand for AI ethernet switching and campus growth accelerates.

The firm anticipates that Arista will benefit from increased customer adoption and the ongoing shift toward cloud networks, driving revenue growth beyond 20% in 2025.

Apple (AAPL) is said to stand out due to its AI capabilities, which Evercore believes will enhance iPhone sales over a longer cycle, even if an immediate super cycle isn't expected.

Apple is poised "to monetize third-party AI efforts" without the substantial capital expenditures other mega-cap peers face, making it a strong long-term investment, said Evercore. Additionally, steady growth in Apple's Services and Wearables segments should further support the stock's upward trajectory.

For Amphenol (APH), Evercore points to its "diversified end segments" and strong merger and acquisition strategy as critical drivers for sustained growth.

APH's exposure to industrials, mobile networks, and military segments is expected to support 10%+ EPS growth through 2025, along with contributions from recent acquisitions like CIT and Andrews.

IBM is highlighted for its "enterprise AI tailwinds," with a $3 billion AI consulting business and software momentum from offerings like WatsonX and Red Hat. Evercore anticipates the launch of IBM's z17 mainframe and potential M&A activity to further boost revenue growth.

Finally, Vertiv (VRT) is seen as benefitting from rising demand for AI infrastructure. Evercore anticipates margin expansion and revenue growth beyond the current 8-11% target, supported by an increase in AI data center demand and power management solutions.

Source: Investing.com

Последние публикации
Cisco shares down despite upbeat guidance, better-than-expected Q1 results
14.11.2024 - 11:00
NetEase earnings missed by ¥0.64, revenue fell short of estimates
14.11.2024 - 11:00
Europe's STOXX 600 rises on boost from energy, tech stocks
14.11.2024 - 11:00
WH Smith stock down, high street under pressure
14.11.2024 - 11:00
ASML shares rise as analysts cheer guidance for sales growth through 2030
14.11.2024 - 11:00
Barclays favors US growth stocks on Big Tech strength
14.11.2024 - 11:00
Japan's megabanks see record annual profit after bumper Q2 as rate hikes boost margins
14.11.2024 - 11:00
Etihad Airways's nine-month profit up 66% on booming passenger numbers
14.11.2024 - 11:00
Siemens shares higher on better-than-expected earnings
14.11.2024 - 10:00
Top Russian official Shoigu visits Zhuhai air show on final trade day
14.11.2024 - 10:00
European stocks mixed; ASML shines ahead of eurozone growth data
14.11.2024 - 10:00
Aviva posts strong Q3 trading update, shares up
14.11.2024 - 10:00
Crypto market cap hits record $3.2 trillion, CoinGecko data shows
14.11.2024 - 10:00
Energy, tech stocks boost European shares at open
14.11.2024 - 10:00
Indonesia stocks lower at close of trade; IDX Composite Index down 0.88%
14.11.2024 - 10:00

© Analytic DC. All Rights Reserved.

new
Анализ рынка Как повлият завтра отчет NFP на курс доллара США?