With 2025 approaching, it’s time to start thinking about which stocks to add to your portfolio. While I’m a proponent of a well-diversified portfolio, I see a lot of potential in tech right now, especially with how big artificial intelligence (AI) is becoming.
If you’re looking for a shopping list of stocks to buy in 2025, here’s a solid set of 10 to choose from.
If I had to buy only one stock from this list for 2025, I would choose Taiwan semiconductor manufacturing (NYSE: TSM ). Taiwan Semiconductor is the world’s leading contract chip manufacturer and makes chips for almost every company that produces anything high technology or AI related.
Management expects AI-related revenue to triple this year, and demand is unlikely to slow by 2025. With Wall Street expecting 25% revenue growth in 2025, I expect Taiwan Semi’s stock to outperform next year.
Finally, Taiwan Semi’s stock isn’t that expensive, trading for 22 times 2025 earnings. When you consider how important this company is, with its growth rate and reasonable price tag, it makes for a top stock to own in 2025.
ASML(NASDAQ: ASML) Taiwan is similar to Sammy in that it is an important supplier in the chip value stream. ASML makes lithography machines that no one else in the world has the technology to make, giving it a technological monopoly.
However, this also poses problems as its machines are highly regulated, and most cannot be sold in China. As a result, management lowered 2025 revenue guidance, causing the stock to fall, and it is now down for the year.
This short-term weakness should be seen as a buying opportunity, as ASML’s technology is impossible to duplicate or catch, so in the long run it will all be fine. Despite the guide down, Wall Street analysts still expect 15% growth next year, making ASML a great stock to buy now.
Meta platform (NASDAQ: META ) Probably known by its old name, Facebook. The social media giant generates much of its revenue and profit from ad sales, but it is also involved in the AI race.
Meta’s generative AI modelLlama is the leading open-source AI model, making it a popular choice for people who want visibility into what’s really going on behind the scenes. If Llama can become the top open-source AI model, it will collect large amounts of information faster than other platforms that require users to pay, potentially opening the way for a paid version.
Still, that kind of success is a ways off, and at this point, investors should base their analysis on the company’s advertising division, which is doing very well. Wall Street expects revenue growth of 21% for 2024 and 15% for 2025. With strong growth in hand, the meta is set for a strong 2025, with AI potentially another tailwind that has yet to make a meaningful contribution to the business.
the alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL ) There is another company heavily involved in the AI race. Its Google Gemini model is one of the leading options, and can be extended by deploying through the company’s cloud computing wing, Google Cloud.
Google Cloud grew 35% in Q3 and is rapidly improving its operating margins. Although this segment makes up a fraction of Alphabet’s total revenue, it is one of the most exciting parts of its business and will lead to pulsating growth in the market.
With the stock recently trading for 25 times forward earnings, Alphabet’s valuation is attractive compared to many of its larger tech peers.
Amazonof (NASDAQ: AMZN ) The investment thesis is similar to the alphabet. It has a thriving primary business (in Amazon’s case, an e-commerce empire), but the cloud computing division is the main reason to buy the stock.
Amazon Web Services (AWS) made up 17% of revenue in Q3, but its operating profit made up 60% of the company’s total. As a result, AWS greatly affects the company’s profitability picture. With AWS growing at a healthy 19% clip in Q3 and AI-related growth showing no signs of slowing, it’s poised to overtake Amazon in 2025.
CrowdStrike (NASDAQ: CRWD ) This list may be a controversial stock to include. CrowdStrike is a cybersecurity company that gained a huge profile after the July 19 outage that crashed millions of devices. The effects of the crash are still being sorted out, but that doesn’t mean the company isn’t strong. CEO George Kurtz has said that the company’s customer pipeline has returned to pre-incident levels, so the overall impact has not been too bad.
In its last quarter (which includes a full quarter since the incident), annualized recurring revenue (ARR) grew 27% year-over-year to more than $4 billion, achieving its goal of $10 billion in ARR. is on the way
CrowdStrike is a leading cyber security provider; Even the slightest stumble was not enough to derail the company. Although the stock is a bit expensive, I think it is worth it for the growth it is putting up.
d Local(NASDAQ: DLO ) This is the most obscure company on this list. It provides a plug-in to anyone wanting to process payments in emerging market countries, unlocking access to parts of the world that wouldn’t make financial sense without dLocal’s services. Its client list includes giants like Amazon, Spotify technologyAnd Shopifyshowing that its product fills an important niche.
dLocal is undergoing a transition as new CEO Pedro Arte takes over after a 12-year tenure MercadoLibre. He led an incredibly successful business there and is the blueprint for restarting dLocal’s growth.
With the stock trading for just 25 times forward earnings despite its profit margins being better than its previous high, the stock is an excellent value.
Speaking of incredible values, paypal (NASDAQ: PYPL ) Still a fairly cheap stock. The payment processing giant has been through ups and downs but is currently on the rise, thanks to CEO Alex Criss, who has been in the role for more than a year.
PayPal isn’t having the flashiest growth, with revenue in the quarter up 6% year-over-year and earnings per share (EPS) up nearly 6%. However, the company is working diligently to grow its business segments and is using its cash to buy back shares at a cheap price.
While the stock isn’t as cheap as it once was, trading at 19 times forward earnings, it’s still a great deal, especially considering that S&P 500 Trades at 22.5 times forward earnings. As a result, I think PayPal still has plenty of room for upside, and could be the turnaround story of the year in 2025.
Next is MercadoLibre. The Latin American e-commerce and fintech giant has consistently posted impressive results year after year.
On a currency-neutral basis, MercadoLibre’s revenue grew more than 100% in Q3, reflecting its impressive platform. Although the company hit a rough patch in Q3 as it dealt with some bad debt in its credit portfolio, it’s a quarter-to-quarter problem that will show up from time to time.
While the stock isn’t cheap at 56 times forward earnings, its strong and sustainable growth justifies that price tag. As a result, I think this is an excellent stock to buy in 2025.
Last but certainly not least nvidia (NASDAQ: NVDA ). Nvidia has led the market each of the past two years, but I don’t expect it to do so again in 2025. However, with the biggest AI players and cloud computing providers still building their computing power, Nvidia’s graphics processing unit (GPU) remains key to sales gains.
Additionally, Nvidia’s Blackwell architecture, which offers greater performance than the current Hopper architecture, will reach full-scale production in 2025, further boosting Nvidia’s revenue.
Despite Nvidia’s massive growth over the past two years, Wall Street still expects its revenue to grow 51% next year. That’s enough to justify Nvidia’s price tag for me, and I think it’s a solid buy in 2025. Don’t expect it to repeat the performance of 2023 or 2024.
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John Mackey, former CEO of Whole Foods Market, is a member of the board of directors of The Motley Fool, an Amazon subsidiary. Suzanne Frey, an Alphabet executive, is a member of The Motley Fool’s board of directors. Randy Zuckerberg, former director of market development and spokeswoman for Facebook and sister of Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Keith Drury There are positions in ASML, Alphabet, Amazon, CrowdStrike, DLocal, MercadoLibre, Meta Platforms, PayPal, Shopify, and Taiwan Semiconductor Manufacturing. The Motley Fool owns positions in and recommends ASML, Alphabet, Amazon, CrowdStrike, MercadoLibre, Meta Platforms, Nvidia, PayPal, Shopify, Spotify Technology, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends DLocal and recommends the following options: long January 2027 $42.50 calls on PayPal and short December 2024 $70 calls on PayPal. Motley Fool has a Disclosure Policy.
