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Skip to main contentEnable accessibility for low visionOpen the accessibility menu Search ▲ S&P 500 +173% | ▲ Stock Advisor +901% Join The Motley Fool Accessibility Log In Help Accessibility Menu Our Services Stock Market News angle-down Stock News * Stock Market News * Market Movers * Tech Stock News * Market Trends * Consumer Stock News * Crypto News * Industrial Stock News Markets * Stock Market Indexes Today * Most Active Stocks Today * Today's Biggest Stock Gainers * Today's Biggest Stock Losers * Largest Market Cap Companies * Market Research * 📨 Breakfast News Best Buys * Top Stocks to Buy Now * Best ETFs to Buy * Best AI Stocks * Best Growth Stocks * Dividend Kings * Best Index Funds * Next Cryptos to Explode Industries to Invest In * Technology * Energy * Real Estate * Healthcare * Consumer Goods * Materials * Industrials How to Invest angle-down Investing 101 * How to Invest Money * What to Invest In * How to Invest in Stocks * How to Invest in ETFs * How to Invest in Index Funds * How to Invest in Bonds * Financial Dictionary Stock Market Basics * Stock Market 101 * Types of Stocks * Stock Market Sectors * Stock Market Indexes * What Are Stock Splits? * What Is Compound Interest? * After Hours Trading Start Investing * How to Buy Stock * Best Brokers for Beginners * Best Brokerage Accounts * Good Time to Buy Stocks * How Many Shares to Buy? * Portfolio Diversification * Long Term Investing Strategies Companies to Invest In * Magnificent Seven Companies * Warren Buffett Investments * Investing in ChatGPT * Investing in SpaceX * Investing in OpenAI * Investing in Nvidia * Investing in Databricks Retirement angle-down Retirement Essentials * Retirement 101 * Types of Retirement Accounts * How to Contribute to 401k/IRA? * Strategies to Save for Retirement * Asset Allocation for My Age * Best IRA Brokerage Accounts * Withdrawal Rules for 401(k) Plans Social Security Benefits * Social Security 101 * When to Start Social Security? * Full Retirement Age * COLAs * Calculate Your SS Benefits * Collecting Spousal Benefits * Maximize Social Security Benefit Planning for Retirement * How Much Do I Need to Retire? * When To Retire * 401(k) Plans * 403(b) Plans * Roth IRA Plans * IRA Plans * HSA Plans Retired: What Now? * Complete Retirement Guide * Best & Worst States to Retire * Average Retirement Savings * Moving for Retirement * Healthcare in Retirement * Understanding Taxes in Retirement * 401(k) Minimum Distributions Personal Finance angle-down Credit Cards * Best Credit Cards * Compare Credit Cards * Credit Card Reviews * Credit Card Guides and Tools Bank & Loans * Best Savings Accounts * Bank Reviews * Best Personal Loans * Personal Loan Reviews Homebuying * Best Mortgage Lenders * Current Mortgage Rates * Mortgage Lender Reviews * Guide to Mortgages Insurance * Auto Insurance * Home Insurance * Life Insurance * Pet Insurance About Us angle-down Our Purpose: To make the world smarter, happier, and richer. 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Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, personal finance education, top-rated podcasts, and non-profit The Motley Fool Foundation. * Log In * Help * Join The Motley Fool Top 10 Stocks Free Article You're reading a free article with opinions that may differ from The Motley Fool's Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More 3 MARKET-BEATING TECH STOCKS TO SUPERCHARGE YOUR PORTFOLIO IN 2025 AND BEYOND By Justin Pope, Will Healy, and Jake Lerch – Dec 15, 2024 at 10:45AM Key Points * Artificial intelligence looks like an increasingly exciting opportunity for Broadcom. * 2025 may be the year that Qualcomm connects with investors. * Meta Platforms has generated over $52 billion in free cash flow over the last 12 months. * Motley Fool Issues Rare “All In” Buy Alert NASDAQ: AVGO BROADCOM Market Cap $1,031B Today's Change Arrow-Thin-Down (1.13%) $2.47 Current Price $220.79 Price as of December 20, 2024, 4:00 p.m. ET The technology sector was a party in 2024. Thanks to their robust fundamentals and red-hot growth opportunities, these three prominent tech stocks are poised to continue the fun. Technology has arguably been Wall Street's hottest sector in 2024. Rapid growth in emerging industries, such as artificial intelligence (AI), has fueled a massive rally, making this year one of the best for technology stocks in recent memory. Now, it's time to turn the page to 2025. After doing some homework, three Motley Fool contributors identified Broadcom (AVGO 1.13%), Qualcomm (QCOM 1.66%), and Meta Platforms (META -1.73%) as stocks poised to win big in 2025 and beyond. All three stocks have a history of big-time investment returns, so you may already know them. But try not to overthink it; winners often continue to have success. Below is the pitch for why each should continue delivering fantastic returns for your portfolio. BROADCOM CLOSED OUT 2024 WITH A BANG, SETTING THE TABLE FOR MORE GAINS Justin Pope (Broadcom): It's hard not to like Broadcom heading into 2025, even after the stock has galloped over 95% higher since January. The semiconductor and enterprise software company recently closed out its fiscal year 2024, a banner year that signals strong business momentum heading into next year. Broadcom's fiscal year 2024 revenue totaled $51.5 billion, a 44% increase over 2023. The company built its name on semiconductors, but Broadcom has expanded into enterprise software, including infrastructure and security. It acquired VMware for $69 billion late last year, and the incremental revenue helped Broadcom grow its software business by 181% in 2024. The company's revenue is now split roughly 60-40 between semiconductors and software. Arrows-In Collapse NASDAQ: AVGO Broadcom Today's Change (1.13%) 2,47 $ Current Price 220,79 $ Arrow-Thin-Down YTD +112.68% 1w1m3m6m1y5y Price VS S&P AVGO KEY DATA POINTS Market Cap $1,031B Day's Range 218,91 $ - 230,29 $ 52wk Range 104,15 $ - 251,88 $ Volume 131,910,354 Avg Vol 27,023,316 Gross Margin 57.24% Dividend Yield 0.72% Semiconductor revenue exceeded $30 billion in 2024 but grew just 7% from last year. However, artificial intelligence has become an increasingly exciting growth opportunity. Broadcom began working with prominent AI developer OpenAI earlier this year, and recent reports indicate that Broadcom is developing a dedicated AI chip for Apple's data center servers. It sets the table for big things ahead. These are early-stage opportunities for Broadcom, which grew its AI revenue by 220% in 2024 to $12.1 billion. The AI-driven hyper-growth Nvidia has enjoyed seems to be beginning to show up in Broadcom's business. That bodes well for the stock, which trades at 29 times 2025 earnings estimates. This is a solid buying level for a company that analysts estimate will compound earnings at a 20% growth rate over the long term. Broadcom was a star in 2024, and its strong business results and developing AI opportunities could continue rewarding investors in 2025 and beyond. DIVERSIFICATION MAY BE THE KEY TO THIS STOCK'S RECOVERY Will Healy (Qualcomm): Qualcomm stock does not look like a winning stock at first glance. It has struggled since the summer as its 5G-driven growth runs its course. Moreover, Apple plans to launch a competing smartphone chipset in 2027, likely ending its relationship with Qualcomm. Such a move would probably reduce the benefits it would experience from an AI upgrade cycle. In fiscal 2024, its handset segment, which houses the smartphone chipset business, comprised 64% of company revenues, meaning the loss of Apple's business affects its largest revenue source. However, Qualcomm has long prepared for the day when its chipsets are less in demand. To that end, it has diversified into IoT and automotive, and its car-related segment has experienced particular success. Although its overall revenue grew by only 9% in fiscal 2024 (ended Sept. 29), automotive revenue grew by 55%. Arrows-In Collapse NASDAQ: QCOM Qualcomm Today's Change (1.66%) 2,49 $ Current Price 152,89 $ Arrow-Thin-Down YTD +12.14% 1w1m3m6m1y5y Price VS S&P QCOM KEY DATA POINTS Market Cap $170B Day's Range 149,43 $ - 154,57 $ 52wk Range 134,94 $ - 230,63 $ Volume 17,347,066 Avg Vol 8,219,049 Gross Margin 56.22% Dividend Yield 2.19% Additionally, Qualcomm released PC chips earlier this year. Its Snapdragon X Elite chips are faster than Apple's M2 chip in some respects. Also, assuming the rumors that it wants to acquire some or all of Intel are true, its influence in the chip industry could grow if such a buyout occurs. Despite these concerns, the semiconductor stock is up by 20% over the last year, even after dropping more than 30% from its June high. That decline has taken Qualcomm's P/E ratio to 18, far below its chip industry competitors. Admittedly, Qualcomm's path is somewhat uncertain as it prepares for a likely loss of Apple's business and invests more heavily in new market niches. Still, as it builds on its growth in automotive, PCs, and other businesses, investors may want to buy some Qualcomm shares while its earnings multiple is still low. META IS A MARKET-BEATING STOCK THAT INVESTORS SHOULDN'T OVERLOOK Jake Lerch (Meta Platforms): Meta has been a market-beating stock for some time now. Since its debut as a public company back in 2012, Meta's shares have generated a compound annual growth rate (CAGR) of 24.8%. That's nearly twice the return of the S&P 500, which has generated a CAGR of 15.2% over the same period. More to the point, Meta's outperformance has been even more evident recently. As of this writing, Meta stock is up 75% year-to-date, as opposed to a 28% year-to-date return for the S&P 500. Arrows-In Collapse NASDAQ: META Meta Platforms Today's Change (-1.73%) -10,32 $ Current Price 585,25 $ Arrow-Thin-Down YTD +66.92% 1w1m3m6m1y5y Price VS S&P META KEY DATA POINTS Market Cap $1,477B Day's Range 580,00 $ - 603,11 $ 52wk Range 340,01 $ - 638,40 $ Volume 48,989,390 Avg Vol 12,558,951 Gross Margin 81.50% Dividend Yield 0.34% However, it's not just Meta's track record that should make it appealing to investors as we head into 2025. What I love about the stock is its cash-generating power. Over the last 12 months, Meta generated $156 billion in revenue, making it the 22nd largest American company by revenue (having just passed Home Depot earlier this year). But what truly catches my eye is how much free cash flow Meta generates. Over the last 12 months, Meta has tallied more than $52 billion in free cash flow. Simply put, Meta is a high-margin business that has a river of cash to return value to shareholders in any number of ways, including repurchasing shares, paying down debt, making strategic acquisitions, and/or paying out dividends. Indeed, Meta announced a $50 billion share buyback plan back in February, along with a first-ever quarterly dividend. Investors who are looking for a market-beating stock for the long term should consider Meta. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jake Lerch has positions in Nvidia. Justin Pope has no position in any of the stocks mentioned. Will Healy has positions in Intel and Qualcomm. The Motley Fool has positions in and recommends Apple, Home Depot, Intel, Meta Platforms, Nvidia, and Qualcomm. The Motley Fool recommends Broadcom and recommends the following options: short February 2025 $27 calls on Intel. The Motley Fool has a disclosure policy. Related Articles Broadcom Is Up Over 25% in the Last Month. Time to Sell? Better Artificial Intelligence (AI) Stock: Broadcom vs. Marvell Technology Could This Artificial Intelligence (AI) Stock Be the Next Nvidia? Missed Out on Nvidia: 1 No-Brainer Artificial Intelligence (AI) Stock to Buy Before It Crushes the Market in 2025, and Beyond Why Investors Were Sweet on Stock-Split Stock Broadcom Today 901% PREMIUM INVESTING SERVICES Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. View Premium Services Making the world smarter, happier, and richer. * Facebook Facebook * Twitter Twitter * Linked In LinkedIn * Pinterest Pinterest * YouTube YouTube * Instagram Instagram * Tiktok TikTok © 1995 - 2024 The Motley Fool. All rights reserved. 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