The stock market is focused on the potential impact of the new United States administration on the financial and business scene. For good reason, investors should start exploring potential plays that can be made in the coming months to supercharge their portfolio performance through 2025. To align your portfolios with this kind of growth, there are a couple of things you need to establish.
First of all, given the strong index valuations in the S&P 500 according to Goldman Sachs and its 2025 Macro Outlook report, in individual stocks selected by investors, selected by investors, selected by investors, selected by investors, selected by investors. In addition to the favorable setup, these companies must demonstrate fundamental popular wind to justify higher prices in the near term.
Today’s list ticks both of those boxes, with stock prices trading low enough to give investors a favorable risk-to-reward setup, as well as plenty of tailwinds from today’s stock presented today. Promotions like Nike Inc. NYSE:OFIN Advanced Micro Devices Inc. NASDAQ:AMDand even Alibaba Group NYSE:baby may act to reload portfolios this 2025 and also diversify across different sectors of the economy.
Nike Discount: Opportunity for Wall Street
With Nike now trading at just 67% of its 52-week high, it has received much of the attention from the value investing community as of late. Of course, markets have a reason to beat this stock to these lows, and that could be connected to the premium in the dollar index today.
Nike Stock forecast today
$89.96
20.86% growthModerate purchase
Based on 30 analyst ratings
| High forecast | $120.00 |
|---|---|
| Average forecast | $89.96 |
| Low forecast | $70.00 |
Nike Stock Forecast Details
Given that Nike is a significant international brand, overseas sales are expected to take a break and continue to decline as long as the dollar is as strong as it is today. This is because foreign currencies and buyers have relatively lower purchasing power to buy American goods such as Nike products.
With that in mind, the company must rely more and more on domestic consumption, which has not been as strong recently as consumer credit tightens due to rising living costs. However, there is a move from Morgan Stanley analysts that could turn this story on its head.
These analysts now see a weaker dollar that will significantly increase Nike’s international sales, easing the domestic downward cycle. This may be why Bill Ackman decided to buy a stake in recent quarters worth more than $230 million.
Along with overweight, as well as overweight, Piper Sandler analysts see 25% growth in the company as of January 2025. This name clearly meets the favorable risk to reward criteria. Field
Advanced micro-devices: semiconductor ejection
Days Nvidia Co. NASDAQ:NVDA Being the king of the tech sector is disappearing. Markets can now look deeper into the fundamentals within the peer group to find out which stocks are truly worth trading at premium valuations.
Advanced Micro Devices stock forecast today
$177.71
44.44% growthModerate purchase
Based on 31 analyst estimates
| High forecast | $250.00 |
|---|---|
| Average forecast | $177.71 |
| Low forecast | $110.00 |
Additional Micro Device Inventory Forecast Data
Advanced Micro Devices, driven by up to 54% off its 52-week high, offers an attractive gap that should be filled near 91% of Nvidia’s 52-week high. The catalyst for closing this gap is Wall Street analysts’ forecast of up to $4.88 in earnings per share (EPS) for 2025, which would represent an increase of 62.6% from 2024 levels.
On the other hand, NVIDIA analysts are forecasting earnings per share of US$2.94 for 2025, implying a growth rate of just 12.2%, well below Micro Devices’ forecasts. Since EP typically drives the stock’s valuation, investors are in a relatively attractive position to take advantage of this stock today.
Knowing this, the analysts have also placed a $177.7 consensus price target on Frontline Micros, calling for 45.5% upside from today’s discount.
Chinese reserves rallied in 2025
Following the same thesis behind a potential Nike rally, a lower dollar will also boost emerging markets and other overseas stocks. With China now the center of negative media, value investors are likely to call the bluff on this pessimism.
Alibaba Group Stock Forecast Today
$115.13
33.78% growthModerate purchase
Based on 15 analyst ratings
| High forecast | $145.00 |
|---|---|
| Average forecast | $115.13 |
| Low forecast | $85.00 |
Details of Alibaba Group stock forecast
Some already have, such as David Tepper and Michael Burry, after they made Alibaba Stock the largest holding in their respective funds. It would be no surprise to investors to see Citigroup analysts upgrade Alibaba shares to a buy rating along with a $138 price target, calling for a net rally of up to 62% from where it trades today.
Today, that price looks to be over 72% of the stock’s 52-week high, so the potential downside could already be priced into the quote today. This, of course, would leave investors with risk-to-reward setups that would likely act to overload their portfolios this 2025.
Before you consider the Alibaba group, you’ll want to hear this.
Marketbeat tracks the top and best-performing analysts with top-performing Wall Street analysts and the stocks they recommend to their clients daily. Marketbeat identified five stocks that top analysts are quietly whispering to their clients to buy now, before the broader market takes hold… and Alibaba Group wasn’t on the list.
While Alibaba Group currently has a Moderate Buy rating among analysts, the top-rated analysts consider these five stocks to be Outperform Buys.
View five stocks here
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