Seven Analysts’ Favorites

📊The market is generally at historic highs, but even under these conditions, there are companies where profit growth is still gaining momentum.

Here is the top 7 stocks analysts consider leaders in potential profit growth for 2025 and the coming years.

1. Arista Networks (ANET)

Sector: Networking equipment for cloud solutions.

Why it matters:

• EPS expected to grow +24% in 2025.
• AI segment projected to grow 70%, reflecting higher demand for high-performance networks for data centers.
• Recent acquisition of VeloCloud (SD-WAN) strengthens Arista’s position in cloud infrastructure.
  

Conclusion: Arista remains an undervalued cloud technology player with strong long-term potential.

2. Broadcom (AVGO)

Sector: AI and data center chips.

Why it matters:

• EPS forecast +38% YoY due to growing demand for AI chips.
• Key clients: Google and Meta.
  
  
• US policy supporting data center expansion provides additional growth incentives.

Conclusion: Broadcom is a leading AI hardware player with accelerated profit growth.

3. Amphenol (APH)

Sector: Cables, optics, and connectors.

Why it matters:

• EPS forecast +60% driven by active M&A deals (CommScope and Trexon acquisitions).
• Stock up +50% since May, supported by high demand for infrastructure components.
  

Conclusion: Amphenol is well-positioned in the connectivity and data center components market.

4. GE Aerospace (GE)

Sector: Aircraft engines, partnership with Beta Technologies (electric aircraft).

Why it matters:

• EPS forecast +28%, stable growth.
• Shares at historic highs, reflecting investor confidence.
• Partnership in electric aviation opens new opportunities.
  

Conclusion: GE Aerospace combines traditional business stability with future prospects in green aviation.

5. Comfort Systems (FIX)

Sector: Data center cooling systems.

Why it matters:

• EPS growth 49–75% in recent quarters.
• Backlog $8.1B (+35%), ensuring steady revenue growth.
• Stock at all-time highs, strong trend and investor interest.
  

Conclusion: Comfort Systems is a key player in critical data center infrastructure.

6. Meta Platforms (META)

Sector: Social media, data centers, AI.

Why it matters:

• EPS forecast +18%, profitability recovering after AI investments.
• Launching largest AI data centers, restructuring AI division.
  
  
  
• Stock testing 10-week SMA, potential entry point for long-term investors.

Conclusion: Meta remains attractive for long-term growth in AI and digital infrastructure.

7. Shopify (SHOP)

Sector: E-commerce and platform solutions.

Why it matters:

• EPS forecast +13.6%, steady operational profit growth.
• GMV up 30% to $87.8B, strong growth in Europe.
• Stock price near buy point $156.85, convenient entry point.
  

Conclusion: Shopify combines stable e-commerce growth with international expansion.

Key trends:

• Main growth drivers: AI, data centers, and cloud technologies.
• Broadcom, Amphenol, and Comfort Systems show accelerated EPS growth due to infrastructure demand.
  
  
  
• GE Aerospace, Meta, and Shopify offer new entry points with long-term growth potential.
• Arista Networks is an undervalued cloud player with AI growth opportunities.

⚡️ Conclusion:

Even at high market levels, there are stocks with accelerated profit growth potential, making them attractive for investors focused on tech and infrastructure trends.