Investment research firm Argus has highlighted Apple Inc. (NASDAQ: AAPL) and NVIDIA Corporation (NASDAQ: NVDA) as its leading stock picks for 2025, citing their cutting-edge advancements in generative AI and hardware technology.
Apple’s target price has been set at $280, driven by the anticipated impact of its “Apple Intelligence” AI, which debuted with the iPhone 16 Pro series. The firm expects this innovation to fuel a strong upgrade cycle in 2025. Argus also emphasized Apple’s solid earnings growth potential, bolstered by demand for its hardware, rising services revenue, and significant shareholder returns.
Analyst Jim Kelleher remarked, “The current market conditions present a compelling opportunity to initiate or build on positions in AAPL.”
Meanwhile, Nvidia retains its position as Argus’ preferred semiconductor stock for the third consecutive year, with a target price of $175. The firm’s confidence is based on Nvidia’s dominance in AI computing, encompassing hardware, software, and cloud services. Nvidia’s fiscal Q3 2025 revenue surged by 90% to $35.1 billion, reflecting its critical role in the expanding AI sector.
“Technology investors should consider NVDA essential in this era of deep learning, AI, and the acceleration of GPU-powered applications,” Argus noted.
Both companies are positioned as key players in the tech-driven AI economy, making them attractive choices for forward-looking investors.
