The 3 Best Chip Stocks to Buy for 2025, According to an Analyst
Generado por agente de IAMarcus Lee
martes, 14 de enero de 2025, 8:58 pm ET1 min de lectura
CWEN--
As we look ahead to 2025, semiconductor stocks are poised for a "surprising broadening rally," according to Vivek Arya, a semiconductor analyst at Cowen. Arya expects a widening divide between "AI haves and cyclical have-nots," with AI-focused companies leading the way. With this in mind, let's explore three top chip stocks to consider for 2025, based on Arya's insights and recent performance.
1. Nvidia Corporation (NVDA)
Nvidia is a clear leader in the AI chip market, with a 90% global market share. The company's strong position in AI and data center growth makes it an attractive choice for investors. In the third quarter of 2024, Nvidia's data center revenue grew by 94% year-over-year, with segment revenue growth doubling to $30.8 billion. Analysts have a positive outlook on NVDA, with Loop Capital maintaining a "buy" rating and a $175 price target. Softbank CEO Masayoshi Son also recently called NVDA shares undervalued.
2. Advanced Micro Devices Inc. (AMD)
AMD is Nvidia's strongest competitor in the GPU market and the world's second-largest x86 CPU producer. Despite a recent stall in its stock price, AMD has a lot going for it, including a two-year compound annual growth rate (sales per share) of 25.3% and an estimated two-year CAGR for earnings per share of 46.7%. AMD has also fortified its AI data center brand with the acquisition of Silo AI and plans to purchase ZT Systems, further enhancing its competitive position in the AI chip market.
3. Marvell Technology (MRVL)
Marvell Technology is another top pick for 2025, with a $140 price target set by Arya. The company's 40% to 50%+ compounded annual earnings per share growth potential helps justify this price target. A meeting with Marvell management at CES provided "solid visibility" for custom chip ramps for partners Amazon and Microsoft, further bolstering the company's prospects. Marvell's strong preference for MRVL among analysts also supports its potential as a top chip stock for 2025.
In conclusion, Nvidia, AMD, and Marvell Technology are three top chip stocks to consider for 2025, based on their strong positions in the AI chip market, data center growth, and analyst ratings. As the semiconductor industry continues to grow and evolve, these companies are well-positioned to capitalize on emerging trends and opportunities.
NVDA--
As we look ahead to 2025, semiconductor stocks are poised for a "surprising broadening rally," according to Vivek Arya, a semiconductor analyst at Cowen. Arya expects a widening divide between "AI haves and cyclical have-nots," with AI-focused companies leading the way. With this in mind, let's explore three top chip stocks to consider for 2025, based on Arya's insights and recent performance.
1. Nvidia Corporation (NVDA)
Nvidia is a clear leader in the AI chip market, with a 90% global market share. The company's strong position in AI and data center growth makes it an attractive choice for investors. In the third quarter of 2024, Nvidia's data center revenue grew by 94% year-over-year, with segment revenue growth doubling to $30.8 billion. Analysts have a positive outlook on NVDA, with Loop Capital maintaining a "buy" rating and a $175 price target. Softbank CEO Masayoshi Son also recently called NVDA shares undervalued.
2. Advanced Micro Devices Inc. (AMD)
AMD is Nvidia's strongest competitor in the GPU market and the world's second-largest x86 CPU producer. Despite a recent stall in its stock price, AMD has a lot going for it, including a two-year compound annual growth rate (sales per share) of 25.3% and an estimated two-year CAGR for earnings per share of 46.7%. AMD has also fortified its AI data center brand with the acquisition of Silo AI and plans to purchase ZT Systems, further enhancing its competitive position in the AI chip market.
3. Marvell Technology (MRVL)
Marvell Technology is another top pick for 2025, with a $140 price target set by Arya. The company's 40% to 50%+ compounded annual earnings per share growth potential helps justify this price target. A meeting with Marvell management at CES provided "solid visibility" for custom chip ramps for partners Amazon and Microsoft, further bolstering the company's prospects. Marvell's strong preference for MRVL among analysts also supports its potential as a top chip stock for 2025.
In conclusion, Nvidia, AMD, and Marvell Technology are three top chip stocks to consider for 2025, based on their strong positions in the AI chip market, data center growth, and analyst ratings. As the semiconductor industry continues to grow and evolve, these companies are well-positioned to capitalize on emerging trends and opportunities.
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