Boeing, Chevron and Intel Stocks: Goldman’s Leaders in 2025 News ad

Now that the 2024 trading year is over, all of the major investment banks and brokers are starting to release their reports and opinions to match what 2025 may bring. These views and opinions are often the basis and guideposts used by clients and other Wall Street industry players, so it is more important than ever for retail investors to keep them in mind.

In their macroeconomic outlook for 2025, Goldman Sachs analysts expect there to be plenty of rotation in the broader market, although most capital appears to be heading into a few select industries. With industrials, energy stocks, and domestic manufacturers in mind as recommendations from this report, investors can get a much clearer picture of where to put their money.

While not all stocks in these industries are created equal, there must be a strong fundamental thesis that is recognized by Wall Street analysts and others for retail investors to justify adding them to their portfolios. Type names Boeing Company New York Stock Exchange: BA, Intel Company NASDAQ: INTKand even Chevron company. New York Stock Exchange: CVX all meet these criteria and are due to be reviewed in 2025.

Boeing’s Growth Story: Unrivaled Growth Potential

When it comes to Boeing’s transportation and defense industries, no other name can offer investors this kind of earnings per share (EPS) growth potential at such a huge discount. As a domestic producer and net exporter, this stock fits perfectly into Goldman Sachs’ 2025 playbook.

For example, Wall Street analysts now forecast earnings per share to rise to $2.64 over the next 12 months, a significant increase from today’s net loss of $10.44 per share. Given that share prices are largely driven by growth in their underlying earnings, this should be enough to justify a much higher company share price in the future.

And that’s why investors may be seeing recent buying activity from those on State Street. As of November 2024, these institutional buyers decided to increase their holdings of Boeing shares by 2.3%, bringing their net position to today’s high of $4.2 billion, or 4.5% ownership in the company.

Moreover, Deutsche Bank analysts decided to confirm their recommendation to buy Boeing shares from January 2025, this time setting a target price for the company of $215. To prove this new valuation correct, investors are faced with a net upside of as much as 26% from where the stock is trading today.

Intel stock discount won’t last long

While Intel is not directly a manufacturing company, it is increasing its manufacturing presence in places in the United States such as Ohio and Arizona as part of the CHIPS and Science Act. By becoming a leader in domestic semiconductor manufacturing, Intel fits neatly into Goldman Sachs’ bullish view of net exporters.

Additionally, the stock is trading at a low of 40% from its 52-week high, making it a potential buy right now, an opportunity that some buyers have already begun to take advantage of. State Street has taken matters into its own hands with this stock again, as it recently increased its position in Intel shares by 2.8%, bringing its stake to $4.6 billion.

In justifying the acquisition, Intel goes beyond increasing its involvement in domestic manufacturing and manufacturing; it also has to do with Wall Street analysts and their EPS forecasts.

Over the next 12 months, analysts expect to see Intel’s earnings per share of $0.29, another significant change from today’s net loss of $0.46.

Investors shouldn’t be surprised to see that the same analysts have set a consensus price target on the stock of $30 per share, suggesting upside of 51.2% from the current low.

Energy stocks will rise

Goldman Sachs predicts crude oil prices will have significant upside, citing supply constraints in the United States as well as other countries.

Expectations of further contraction in demand have left supply in a dangerously tight state in which the recovery in business activity could quickly become a bottleneck.

This is where Chevron stock fits into this recommendation.

With the stock now trading at 88% of its 52-week high, investors can safely assume that relatively bullish momentum is favoring the name and its offering, which is why analysts at UBS Group now see a buy rating along with a $195 price target for him. .

The estimated 32.5% upside potential from today’s stock price could be enough to get investors interested in the possibility of owning some energy assets in their portfolios, just like Franklin Resources did when it amassed up to $2.6 billion as of November 2024. .

Before you consider Chevron, you might want to hear this.

MarketBeat tracks Wall Street’s top-rated and best-performing analysts daily and the stocks they recommend to their clients. MarketBeat has identified five stocks that top analysts are quietly whispering to their clients to buy now, before the broader market takes hold… and Chevron wasn’t on the list.

While Chevron currently has a Moderate Buy rating among analysts, the top-rated analysts think these five stocks are Strong Buys.

View five stocks here

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