Tactical Bulls has been featuring the list of stocks that major strategists and analysts are expecting to outperform in 2025. The current major strategists targets are predicting 8% to 10% upside in the S&P 500 for 2025. Some of these sector picks are calling for much more upside than that.

Youssef Squali of Truist Securities has four top internet picks that he thinks will do well in 2025. Hopefully investors don’t need the reminder that no analyst calls and strategist calls come with guarantees. And there are of course no assured profits just because they are presented as stocks that are expected to outperform. And keep in mind that the NASDAQ-100 was last seen up over 30% YTD and has been deep into overbought territory for some time.

Tactical Bulls always reminds its readers and investors that no single analyst report should ever be the sole basis for an investor deciding to buy or sell a stock or a group of stocks. The views and price targets from this report have been taken from Truist Securities. Tactical Bulls maintains no formal ratings nor does it maintain any formal price targets of its own on any of the stocks mentioned in this report.

Here are four top picks from Truist for 2025. These have been listed in alphabetical order to avoid any ranking or the appearance of any bias.

Amazon.com, Inc. (NASDAQ: AMZN) is already the king of the dot.com stocks and is up 50% YTD. With capital spending nearly doubling thanks to AI, and with layoffs and worker issues not that far removed, Truist rising to $270 from about $231 at this time. many other analysts have released updated price targets to their Buy and Outperform ratings so far in December: Roth MKM ($250); TD Cowen ($265); Mizuho ($@60); Jefferies ($275); and JMP ($285).

Cimpress plc (NASDAQ: CMPR) is a lesser-known business services player on the surface, but its brands like Vistaprint, PrintBrothers, The Print Group, National Pen are better known. While its shares have sttled in closer to $78.50 from $100 in the summer, Truist sees this stock rising to $110 in 2025. This is now looking past its prior retooling efforts that should drive more consistent growth and higher profitability — as well as a gain in market share from traditional offline peers. While $110 is impressive, its price target was set at $125 by a firm called Barrington Research in the summer.

Meta Platforms, Inc. (NASDAQ: META) is still Facebook to most of us, but Truist’s Buy rating just saw its $650 price target raised to a $700 target in the outlook. That’s versus a $620 stock price of late. This is after a 70% gain in 2024, but Truist sees AI and virtual reality being the drivers along with an increase in the daily active users and more user engagement within its family of apps. This is driving higher advertising dollars, along with the opportunity for Reels if the TikTok ban really does remain in place.

ODDITY Tech Ltd. (NASDAQ: ODD) is a name that many have missed in 2024, and its stock was only up 4% all year. Oddity is based in Israel and is into the online retailing of cosmetics and beauty products. The company’s use of AI to help shoppers in their quest for beauty and wellness products is a key driver here for its Spoiled Child and IL Makiage brands. The company is winning as repeat purchases from customers have risen in 2024 versus 2023, almost sounding like a subscriber service. This is also giving the company better predictability in its growth models. Squali has a Buy rating and a $60 price target for ODDITY. Just a week earlier it was Goldman Sachs out initiating coverage with a Neutral rating and a $48 price target. Oddity was last seen at $48.50 and its 52-week range is $30.34 to $51.00.