Nvidia, Zscaler, and Salesforce: Wall Street Analysts Name Their Top Growth Picks for 2025—Are You Watching?
Leading analysts spotlight three fast-rising stocks—Nvidia, Zscaler, and Salesforce—poised to deliver standout growth as markets shift in 2025.
- Nvidia data center revenue is up 16% QoQ, Blackwell AI platform demand exceeds supply.
- Zscaler’s annual recurring revenue nears $3B, with large customers surging 23% YoY.
- Salesforce’s Data Cloud & AI ARR jumped 120% YoY; Informatica acquisition hits $8B.
Are you ready for the next bull market? Some of Wall Street’s most respected analysts have just revealed three stocks bursting with potential for long-term returns—even amid market turbulence.
Investors racing to get ahead of 2025’s big trends are taking note of the critical innovations, stunning revenue growth, and major acquisitions shaping these industry leaders. Here’s what you need to know about the hottest buys right now, picked by the Street’s top pros and tracked using platforms like TipRanks.
Q: Why Is Nvidia (NVDA) Still the Market’s AI Powerhouse?
Nvidia has once again delivered blowout results, powering through export restrictions with sheer demand for its industry-defining AI chips. For Q1 of fiscal 2026, Nvidia beat Wall Street estimates—despite a $4.5 billion inventory write-down tied to Chinese shipment bans.
JPMorgan’s Harlan Sur, a top-ranked analyst, sticks by his $170 price target and points directly to the runaway growth of Nvidia’s Blackwell AI platform. Data center revenue is climbing at a blistering 16% pace quarter-over-quarter. Even as chip shortages linger, demand keeps eclipsing supply—thanks to massive deals with global heavyweights in the UAE, Saudi Arabia, and Taiwan.
Nvidia’s aggressive innovation timing and unmatched hardware-software ecosystem continue to put daylight between it and rivals. That edge isn’t expected to fade; Sur sees solid tailwinds through at least 2026. For more on semiconductor leadership, visit Nvidia and JPMorgan.
How Is Zscaler (ZS) Winning the Cybersecurity Arms Race?
As cyber threats multiply, Zscaler is riding a wave of demand for its Zero Trust Exchange platform. Fiscal Q3 saw Zscaler crush expectations, fueled by the growing urgency for advanced AI-driven security and data protection solutions.
Top analyst Brian Essex has upped his target to $292—pointing to emerging products like Zero Trust Everywhere and Agentic Operations, both approaching a staggering $1 billion in recurring revenue. Zscaler’s largest customers, each worth over $1 million in ARR, surged by 23% year-on-year.
After acquiring threat intelligence firm Red Canary, Zscaler now boasts even stronger IP and threat detection. With customers scaling quickly and IT budgets stabilizing, analysts expect Zscaler’s revenue to top $3 billion in the next quarter. See the latest at Zscaler and follow the cybersecurity boom at Cybersecurity Ventures.
Salesforce (CRM): How Is the “AI Everywhere” Push Supercharging Growth?
Salesforce just delivered another quarter of top-tier results, raising its guidance for the full year while announcing an $8 billion acquisition of data management pioneer Informatica.
TD Cowen’s Derrick Wood, yet another leading Street analyst, highlights Salesforce’s booming Data Cloud and AI subscriptions—up more than 120% in just a year. Their flagship Agentforce service sees most new bookings from existing customers, a sign of deepening commitment and AI adoption.
With profit margins now above 35% and a fresh focus on expanding the sales force, Salesforce is signaling rapid-fire growth ahead. Management sees double-digit pipeline expansion, and the Informatica deal further entrenches Salesforce’s dominance in cloud and AI-driven customer management.
Stay updated at Salesforce and check market developments at CNBC.
Q: How Can Investors Seize These Opportunities in 2025?
Wall Street’s top analysts agree: The winning strategy is to look beyond daily volatility and focus on companies with relentless execution, game-changing technology, and savvy management.
How to Build a Portfolio With 2025’s Top Picks
- Track proven analyst recommendations—use platforms like TipRanks and research firm ratings.
- Watch for companies innovating aggressively, outpacing competitors, and capturing new markets.
- Monitor revenue and customer trends, not just price movements, for a clear view of sustainable growth.
- Stay diversified—balance established leaders like Nvidia and Salesforce with fast-growing disruptors like Zscaler.
Don’t wait on the sidelines! Dive into research, follow analyst insights, and position your portfolio for the tech-driven growth cycle ahead.
Quick Checklist for Savvy Investors:
- ✅ Stay informed on analyst upgrades and new price targets
- ✅ Follow revenue growth and AI/cloud adoption trends
- ✅ Keep tabs on strategic acquisitions and innovation cycles
- ✅ Regularly rebalance for optimal risk and reward
References
- www.tipranks.com
- www.nvidia.com
- www.jpmorgan.com
- www.zscaler.com
- www.cybersecurityventures.com
- www.salesforce.com
- www.cnbc.com
