Here are my 10 best stocks for 2025

As 2025 approaches, 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 currently see a lot of potential in the technology space, especially given the importance of artificial intelligence (AI).

If you’re looking for a list of stocks to buy in 2025, here’s a good selection of 10 to choose from.

1. Semiconductor Manufacturing in Taiwan

If I had to buy just one stock from this list for 2025, I would choose Semiconductor manufacturing in Taiwan (NYSE:TSM). Taiwan Semi is the world’s leading contract chip manufacturer and makes chips for almost every company that produces high-tech or AI-related products.

Management expects AI-related revenues to triple this year, and there is little chance this demand will slow by 2025. While Wall Street expects revenue growth of 25% in 2025, I would expect Taiwan Semi shares to excel next year.

Finally, Taiwan Semi’s stock is not that expensive, trading at 22 times 2025 earnings. Considering the importance of this company, alongside its growth rate and reasonable price, it is one of the most important stocks to own in 2025.

2. ASML

ASML (NASDAQ: ASML) is similar to Taiwan Semi in that it is an important supplier in the chip value chain. 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 because its machines are highly regulated and most cannot be sold in China. As a result, management cut its revenue forecast for 2025, causing the stock to fall, and it is now down for the year.

This near-term weakness should be viewed as a buying opportunity, as ASML’s technology is likely impossible to replicate or catch up with, so everything will be fine in the long term. Even with a downward guide, Wall Street analysts still expect 15% growth next year, making ASML an interesting stock to buy now.

3. Metaplatforms

Metaplatforms (NASDAQ:META) is probably better known by its old name, Facebook. This social media giant generates a ton of revenue and profit from selling ads, but it’s also involved in the AI ​​race.

Meta’s generative AI model, Llama, is the leading open source AI model, making it a popular option for those who want visibility into what’s really happening behind the scenes. If Llama can become the first open source AI model, it will collect large amounts of information faster than other platforms that users have to pay for, potentially paving the way for a paid version.

Still, that kind of success is a long way off, and right now investors have to base their analysis on the company’s advertising division, which is doing incredibly well. Wall Street expects revenue growth of 21% for 2024 and 15% for 2025. With strong growth in hand, Meta should have a strong 2025, with AI potentially another tailwind that hasn’t not yet contributed significantly to the business.

4. Alphabet

Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is another company heavily involved in the AI ​​race. Its Google Gemini model is one of the main options, and it can be further optimized by being deployed through Google Cloud, the company’s cloud computing wing.

Google Cloud grew 35% in the third quarter and is rapidly improving its operating margin. Although this segment represents only a fraction of Alphabet’s total revenue, it is one of the most attractive aspects of its business and will allow it to achieve above-market growth.

With shares recently trading at a price 25 times forecast earnings, Alphabet is attractively priced relative to many of its big tech peers.

5. Amazon

AmazonIt is (NASDAQ:AMZN) the investment thesis is similar to that of Alphabet. Its core business is thriving (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) accounted for 17% of revenue in the third quarter, but its operating profits represented 60% of the company’s total. As a result, AWS strongly drives the company’s profits. With AWS posting healthy 19% growth in the third quarter and no signs of AI-related growth slowing, it’s poised to push Amazon higher in 2025.

6. Crowd strike

Crowd strike (NASDAQ:CRWD) may be a bit of a controversial title to include in this list. CrowdStrike is a cybersecurity company that gained visibility after a 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 said the company’s customer portfolio had returned to pre-incident levels, so the overall effect was not too severe.

In its most recent quarter (which covers a full quarter after the incident), annual recurring revenue (ARR) grew 27% year-over-year to over $4 billion, which is on track to reach its $10 billion ARR goal.

CRWD Earnings Data (TTM) by YCharts

CrowdStrike is a leading cybersecurity provider; even a small stumble wasn’t enough to derail the business. Although the stock is a bit pricey, I think it’s worth it given the growth it’s generating.

7. dLocal

dLocal (NASDAQ:DLO) is a far more obscure company than any other on this list. It provides a plug-in for anyone looking to process payments in emerging market countries, opening access to parts of the world that would not make financial sense without dLocal’s services. Its client list includes giants like Amazon, Spotify technologyAnd Shopifydemonstrating that its product occupies an important niche.

dLocal is in the midst of a transformation with the arrival of new CEO Pedro Arnt after a 12-year mandate at MercadoLibre. He ran an incredibly successful business there and has the plan to reignite dLocal’s growth.

With the stock trading at just 25 times forward earnings despite a profit margin well below its previous highs, this stock is incredibly valuable.

8. Paypal

Speaking of incredible values, Paypal (NASDAQ:PYPL) is still a pretty cheap stock. The payment processing giant has had its ups and downs, but is currently growing, thanks to CEO Alex Chriss, who has been in the role for just over a year.

PayPal isn’t showing the most spectacular growth, with revenue up 6% year over year in the third quarter and earnings per share (EPS) up about 6% as well. However, the company is diligently working to expand its business segments and is using its cash to repurchase shares at a cheap price.

PYPL PE Ratio (Forward) data by YCharts

Even though the stock isn’t as cheap as it once was, trading at 19 times forward earnings, it’s still a bargain, especially since the stock S&P500 trades at 22.5 times forward earnings. As a result, I think PayPal still has a lot of upside potential, and it could be the turnaround story of the year in 2025.

9. Free Market

Next comes MercadoLibre. The Latin American e-commerce and fintech giant continually posts incredible results year after year.

On a currency-neutral basis, MercadoLibre’s revenue grew over 100% in the third quarter, demonstrating its impressive platform. Although the company had a rough patch in the third quarter due to some bad debts in its credit portfolio, this is a quarterly issue that will arise from time to time.

Although the stock is not cheap, at 56 times forward earnings, its strong and sustainable growth justifies this price. As a result, I think it’s a phenomenal stock to buy in 2025.

10.Nvidia

Last but not least is Nvidia (NASDAQ:NVDA). Nvidia has dominated the market in each of the last two years, but I don’t expect it to do so again in 2025. However, while the biggest players in AI and cloud providers As computing continues to expand its computing power, Nvidia’s graphics processing unit (GPU) sales remain poised to benefit.

Additionally, Nvidia’s Blackwell architecture, which offers significant performance gains over the current Hopper architecture, will reach full-scale production in 2025, increasing Nvidia’s revenue.

Despite Nvidia’s massive growth over the past two years, Wall Street still expects its revenue to increase 51% next year. That’s enough for me to justify Nvidia’s price, and I think it’s a solid buy for 2025. Don’t expect it to repeat 2023 or 2024 performance.

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John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, former director of market development and spokesperson for Facebook and sister of Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Keithen Drury holds positions at ASML, Alphabet, Amazon, CrowdStrike, DLocal, MercadoLibre, Meta Platforms, PayPal, Shopify and Taiwan Semiconductor Manufacturing. The Motley Fool holds positions 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. The Motley Fool has a disclosure policy.