Top Tech Stocks for 2025: J.P. Morgan Spotlights Growth in AI, Cybersecurity, and Infrastructure

GuruFocus.com12-21 02:18

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:...

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Morgan Spotlights Growth in AI, Cybersecurity, and Infrastructure\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-21 02:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/top-tech-stocks-2025-j-181847901.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The top recommendations for 2025 made by J.P. Morgan's equities analysts highlight exceptional technology businesses with strong investment potential throughout the industry.\n\n$Aramark(ARMK-W)$ (NYSE:...</p>\n\n<a href=\"https://finance.yahoo.com/news/top-tech-stocks-2025-j-181847901.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1670627923.USD","symbol_name":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.yahoo.com/news/top-tech-stocks-2025-j-181847901.html","article_id":"2493427625","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/zYpmisnqli.LIdThW9Y9bg--~B/aD0zODE7dz01NTA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/us.finance.gurufocus/11c9767592ca49c21c47f60620bfc34b"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2493427625","pubTimestamp":1734718727,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"The top recommendations for 2025 made by J.P. 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Morgan's equities analysts highlight exceptional technology businesses with strong investment potential throughout the industry.\n\n$Aramark(ARMK-W)$ (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. \nBroadcom (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.\nCyberArk, CYBR: Price Target $375. Leading cybersecurity vendor CyberArk is positioned by its widening product range and better growth profile.\nDell 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.\nGuidewire 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.\nHubSpot (NYSE:HUBS): Price Target $635. Small business investments and price hikes promoting profitability help HubSpot.\nKLA Corp. (NASDAQ:KLAC): Price Target  $950. Semiconductor system and metrology tool innovations provide a multi-year demand runway.\nMastercard (NYSE:MA): Price Target $590. Identified pricing programs and possible tokenization development present consistent chances for growth.\nMondays.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.\nSynopsys 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.\nTransUnion (NYSE:TRU) Price Target is $124. Given TransUnion's faster sales growth than industry peers, analysts expect a valuation re-rating.\n\n\nWarning! GuruFocus has detected 4 Warning Sign with ARMK.\n\nDriven by innovation and market possibilities, these equities represent J.P. Morgan's perspective on the course of expansion of the technology sector.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493427625"}