Overview

• Economists expect muted U.S. growth and some risk of a mild recession, yet growth shares have led in 2025 as markets look for further Fed rate cuts.
• CFRA's roster comprises Nvidia, Broadcom, JPMorgan, Palantir, AMD, Morgan Stanley, Goldman Sachs, American Express, AppLovin, and ServiceNow.
• Nvidia posted 56% year-over-year revenue growth last quarter, and CFRA rates it strong buy with a $225 target and a forecast for 58% revenue growth in fiscal 2026.
• Broadcom reported 43% revenue growth in fiscal 2024 and 22% most recently, and CFRA projects 29% growth in fiscal 2026 with a $380 target; AMD earned a strong buy with a $200 target after 32% revenue and 229% net income growth.
• Software and platforms feature prominently, with CFRA projecting 45% 2025 revenue growth for Palantir and nearly 20% 2025 growth for ServiceNow, while AppLovin earned a buy after 77% revenue growth and a $400 million asset sale.