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.
This article first appeared on
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