JPMorgan's 2025 Stock Picks: Vistra Energy & EverQuote

As 2025 approaches, investors are looking for promising stocks to add to their portfolios. JPMorgan, a leading financial institution, has selected two stocks that they believe will be must-haves for the coming year. These picks, Vistra Energy (VST) and EverQuote (EVER), offer a mix of growth, sustainability, and diversification that aligns with JPMorgan's long-term capital market assumptions.

Vistra Energy, a utility-scale energy company, has a strong commitment to producing zero-carbon power. With a market cap over $48 billion, Vistra boasts a diverse range of power facilities, including gas, coal, nuclear, and solar generation capacities. The company has expanded its nuclear power capacity by acquiring 4 gigawatts from Energy Harbor and securing a 20-year extension for its Comanche Peak nuclear plant. Additionally, Vistra plans to increase its natural gas-fueled power production by more than 2,000 megawatts, enhancing grid reliability.

JPMorgan analysts, led by 5-star analyst Jeremy Tonet, see attractive upside potential in VST, with a $178 price target that implies a 28.5% gain in the year ahead. The Strong Buy consensus rating on Vistra is unanimous, based on 10 positive analyst reviews. The shares are currently trading for $138.46, and the $156 average price target suggests a one-year gain of nearly 12.5%.

EverQuote, an online insurance marketplace, connects insurance players and buyers through an intuitive platform. With a market cap of $713 million, EverQuote has seen significant growth in recent years, surpassing its 2023 revenue of $287.92 million. The company's unique business model allows agents to post policies, and buyers to search for products and pricing points, with EverQuote earning fees from issuers after policies are purchased.

EverQuote's strong revenue growth and expanding market share make it an attractive investment opportunity. The Strong Buy consensus rating on EverQuote is based on positive analyst reviews, with the shares trading for $14.50 and an average price target of $17.50, implying a one-year gain of nearly 21%.

JPMorgan's selection of Vistra Energy and EverQuote as top picks for 2025 aligns with their macroeconomic forecasts and long-term capital market assumptions. The bank projects stronger global growth, higher inflation volatility, and higher growth and returns in public and private markets. Increased government spending, higher income growth, and improved productivity contribute to this projected higher growth and returns.

In conclusion, JPMorgan's 2025 stock picks, Vistra Energy and EverQuote, offer investors a balanced portfolio, combining energy sector growth with stable, technology-driven income. These picks align with JPMorgan's long-term capital market assumptions and emphasize the bank's focus on growth, sustainability, and diversification. As investors look to the future, these must-have stocks for 2025 provide an attractive opportunity for growth and resilience in the years ahead.