Overview

• CFRA’s picks are Nvidia, Broadcom, JPMorgan, Palantir, AMD, Morgan Stanley, Goldman Sachs, American Express, AppLovin and ServiceNow.
• The screen required at least 15% annual revenue growth over the past three years, with the list released as growth stocks outpace value in 2025 despite muted U.S. growth and expectations for further Fed rate cuts.
• CFRA rates Nvidia ‘strong buy’ with a $225 target, citing 56% year-over-year revenue growth last quarter and projecting 58% revenue growth in fiscal 2026.
• Broadcom is a ‘buy’ with a $380 target after 63% growth in AI-related revenue and a 29% fiscal 2026 revenue increase projected; AMD is a ‘strong buy’ with a $200 target and 21% growth projected for 2026 following 32% Q2 revenue growth.
• Palantir is a ‘buy’ with a $199 target and 45% 2025 growth projected, ServiceNow is a ‘strong buy’ with a $1,212 target and ~20% 2025 growth forecast, and AppLovin is a ‘buy’ with a $634 target after 77% Q2 revenue growth and a $400 million gaming-unit sale.