Insightful Word
  • Investing
  • Stock
  • Economy
  • Politics
  • Investing
  • Stock
  • Economy
  • Politics
No Result
View All Result
Insightful Word
No Result
View All Result
Home Stock

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

admin by admin
November 13, 2024
in Stock
0
These are the top 5 tech stocks to own in 2025: Evercore
0
SHARES
6
VIEWS
Share on FacebookShare on Twitter

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.

This post appeared first on investing.com

Previous Post

Swiss financial watchdog to regularly review how it oversees UBS

Next Post

Wall Street bankers temper optimism a week after Trump victory

admin

admin

Next Post
Wall Street bankers temper optimism a week after Trump victory

Wall Street bankers temper optimism a week after Trump victory

Trending News

Apple sues former Vision Pro employee for allegedly stealing ‘thousands of documents’ before joining Snap

Apple sues former Vision Pro employee for allegedly stealing ‘thousands of documents’ before joining Snap

July 3, 2025
Japan’s rice price surge: what’s driving it and why it could spark a political crisis

Japan’s rice price surge: what’s driving it and why it could spark a political crisis

June 20, 2025
Uber stock forms a risky pattern as fresh concerns rise

Uber stock forms a risky pattern as fresh concerns rise

December 13, 2024
Subscribe to Insightful Word


    Recent News

    Dow futures soar 250 points today: 5 things to know before Wall Street opens

    Dow futures soar 250 points today: 5 things to know before Wall Street opens

    August 7, 2025
    Affirm stock price is rising: is it a buy before earnings?

    Affirm stock price is rising: is it a buy before earnings?

    August 7, 2025
    Intel stock plunges sharply after Trump calls on CEO to resign: here’s why rebound may take time

    Intel stock plunges sharply after Trump calls on CEO to resign: here’s why rebound may take time

    August 7, 2025
    Goldman Sachs boosts Nvidia price target to $200 ahead of Q2 earnings

    Goldman Sachs boosts Nvidia price target to $200 ahead of Q2 earnings

    August 7, 2025

    Recent News

    Dow futures soar 250 points today: 5 things to know before Wall Street opens

    Dow futures soar 250 points today: 5 things to know before Wall Street opens

    August 7, 2025
    Affirm stock price is rising: is it a buy before earnings?

    Affirm stock price is rising: is it a buy before earnings?

    August 7, 2025

    Latest News

    • Dow futures soar 250 points today: 5 things to know before Wall Street opens
    • Affirm stock price is rising: is it a buy before earnings?
    • Intel stock plunges sharply after Trump calls on CEO to resign: here’s why rebound may take time

    About Insightful Word

    • Contacts
    • Cookie Notice
    • Privacy Policy
    • Terms of Service
    • Trading tools
    • Contacts
    • Cookie Notice
    • Privacy Policy
    • Terms of Service
    • Trading tools

    Copyright © 2025 Insightfulword.com. All Rights Reserved.

    No Result
    View All Result
    • Investing
    • Stock
    • Economy
    • Politics

    Copyright © 2025 Insightfulword.com. All Rights Reserved.