Investing.com — In case you missed it, Investing.com hosted a live session last Tuesday featuring stock market experts Thomas Monteiro, Global Analysis Lead; Lon Juricic, VP of News and Co-founder of Street Insider; and Jesse Cohen, Senior Analyst, to discuss our AI model’s top 10 stock picks for 2025.
The event was streamed live on YouTube and X (formerly known as Twitter).
Not only did our experts reveal our AI's top 10 picks for the year ahead—generated by the same AI models that successfully beat the S&P 500 by 19.4% in 2024—completely for free, but they also shared their views on whether they agreed with the picks.
By the way, InvestingPro members receive a fresh list of AI-powered stock picks on the first of every month. Not yet a Pro member? Subscribe now before the next update hits the market for February.
The discussion also highlighted how evolving macroeconomic events and geopolitical dynamics—from shifting trade relationships to technological regulations—could potentially reshape market opportunities in 2025.
The event concluded with the reveal of our users' top 5 picks for the year, which significantly diverged from our AI's selections.
Now, without further ado, check out our list of top 10 picks for the year and let us know in the comments section if you agree or disagree with them:
10: Intel Corporation (NASDAQGS:NASDAQ:INTC)
Designs and manufactures processors and AI chips.
After a tremulous year, a strategic AWS partnership is strengthening Intel’s position in the AI chip market. Government support through CHIPS Act enhancing domestic manufacturing capabilities.
9: KLA Corporation (NASDAQ:KLAC)
Leading provider of semiconductor manufacturing process control solutions.
WFE market projected to reach $105B in 2025, up from $98B. Advanced packaging revenue exceeding $500M with strong AI-driven demand.
8: IDEX Corporation (NYSE:IEX)
Manufactures specialized pumps and engineered industrial products.
It has a strong financial health with 18.1% ROE and consistent dividend growth. Analysts project $234.54 price target with solid EPS forecast of $7.90.
7: Fortinet (NASDAQGS:NASDAQ:FTNT)
Global leader in cybersecurity solutions and network security.
Strategic expansion into high-growth SASE and SecOps markets. Record 35.1% operating margins with strong cloud security growth potential.
6: LPL Financial (NASDAQGS:NASDAQ:LPLA)
Largest independent broker-dealer providing investment advisory services.
Has a strong 7% net new assets rate with successful strategic acquisitions. Record $23B in recruited assets showing market share gains.
5: Lockheed Martin (NYSE:LMT)
Leading aerospace and defense company specializing in military aircraft.
The company's F-35 program is set to deliver 190 aircraft in 2025, up from 95 in 2024. Strong international sales growth driven by increased global defense spending.
4: HCA Healthcare (NYSE:HCA)
Largest U.S. hospital operator with over 180 facilities.
HCA is projected to achieve 8.6% revenue growth to $70.53B in 2024 with $5.72B net income. Strong commercial volume trends and increased HIX enrollment driving 28.5% upside potential.
3: JB Hunt Transport Services Inc (NASDAQ:JBHT)
Major transportation company specializing in intermodal freight services.
Market stabilization showing signs with 2.5% quarter-over-quarter volume improvement. Strategic shift to share buybacks and reduced capital expenditure enhancing shareholder value.
2: Applied Materials (NASDAQGS:NASDAQ:AMAT)
World's largest manufacturer of semiconductor manufacturing equipment.
GAA revenues are expected to double to $5B by 2025, leading industry growth. Advanced Packaging (NYSE:PKG) segment projected to grow 70% YoY to $1.7B.
1: Monolithic Power Systems (NASDAQGS:NASDAQ:MPWR)
Designs power management chips for computing, automotive, and industrial markets.
The company is projected 20.6% revenue growth to $2.2B with 60.8% EPS growth in 2024. Analysts set mean price target of $809.73 (32.2% upside) driven by AI and automotive demand.
In case you're curious to know, here's the top 5 stocks chosen by our users:
- Microchip Technology (NASDAQ:MCHP) voted by 10.28% of respondants.
- Lockheed Martin voted by 8.25%.
- Intel voted by 7.96%.
- Applied Materials voted by 7.17%.
- Ulta Beauty (NASDAQ:ULTA) voted by 5.26%.
Let us know your top picks in the comments - and don't forget to subscribe to InvestingPro for a fresh list of AI-powered picks for February.