Top Tech Stocks for 2025: J.P. Morgan Spotlights Growth in AI, Cybersecurity, and Infrastructure
GuruFocus.com
21 Dec 2024
The top recommendations for 2025 made by J.P. Morgan's equities analysts highlight exceptional technology businesses with strong investment potential throughout the industry.
$Aramark(ARMK-W)$ (NYSE:ARMK): Price Target $45. Analysts praised Aramark's capacity to use self-checkout technologies and automation to improve transaction volumes, supporting revenue growth even with recent contractlosses.
Broadcom (NASDAQ:AVGO): Price Target $250. Growth is driven by great demand for AI-related ASIC and networking solutions; predicted AI income in 2025 is likely to be at 40% to $17-18 billion.
CyberArk, CYBR: Price Target $375. Leading cybersecurity vendor CyberArk is positioned by its widening product range and better growth profile.
Dell Technologies, DELL: Price Target $160. Demand in conventional IT infrastructure as well as AI expenditures can help Dell profit from both estimated profits potential supporting major valuation increase.
Guidewire Software (GWRE): Price Target $228. Dominant in the insurance industry, Guidewire is expected to grow rapidly under the support of strong subscription margins and premium pricing.
HubSpot (NYSE:HUBS): Price Target $635. Small business investments and price hikes promoting profitability help HubSpot.
KLA Corp. (NASDAQ:KLAC): Price Target $950. Semiconductor system and metrology tool innovations provide a multi-year demand runway.
Mastercard (NYSE:MA): Price Target $590. Identified pricing programs and possible tokenization development present consistent chances for growth.
Mondays.com, (NASDAQ:MNDY): Price Target $350. Strong income and free cash flow growth of the organization help it to enter multi-product solutions for corporate processes.
Synopsys Inc. (SNPS): Price Target $685. With income forecast to rise steadily, strong semiconductor chip design activity fuels incremental demand for Synopsys' hardware and software solutions.
TransUnion (NYSE:TRU) Price Target is $124. Given TransUnion's faster sales growth than industry peers, analysts expect a valuation re-rating.
Warning! GuruFocus has detected 4 Warning Sign with ARMK.
Driven by innovation and market possibilities, these equities represent J.P. Morgan's perspective on the course of expansion of the technology sector.
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