TLDR
- NVIDIA controls 80% of AI chip market with data center revenue up 94% to $30.8 billion, analysts set $248 price target
- Amazon AWS cloud revenue hits $28.8 billion with 20% growth while Prime reaches 200 million subscribers
- Tesla gains 25% in 2024 despite delivery challenges, energy storage jumps 50% to 9.4 GWh quarterly
- Palantir climbs 150% on AI platform growth but trades at 391x P/E with mixed analyst ratings
- First Solar holds 20 GW backlog as U.S. solar manufacturing expands with IRA support
Five stocks are drawing analyst attention as technology and clean energy sectors expand into 2030. The companies span artificial intelligence infrastructure, cloud services, electric vehicles, enterprise software, and solar manufacturing.
Each stock offers exposure to growing markets while maintaining established operations. Analyst ratings and price targets vary across the five picks as of late November 2025.
The list includes NVIDIA, Amazon, Tesla, Palantir, and First Solar. These companies trade at different valuations with varying levels of Wall Street support.
NVIDIA Leads AI Chip Manufacturing
NVIDIA stock trades near $177 after a 15% pullback from October highs. The company processes 80% of AI accelerator chips used in global data centers.
Q3 2025 data center revenue reached $30.8 billion, up 94% year-over-year. CUDA software and Blackwell GPU systems power AI applications across industries.
Analysts project 30-40% annual revenue growth through decade end. Wall Street consensus shows 35 Buy ratings versus 3 Holds and zero Sells among 39 analysts tracked by StockAnalysis.
The average NVIDIA price target stands at $248, representing 40% upside. TipRanks logs 127 Buy ratings with one Hold and no Sells in recent monthly data.
NVIDIA holds $50 billion in cash with a 35x forward P/E ratio. The stock provides direct exposure to enterprise AI spending growth.
Amazon Combines Cloud and Commerce Revenue Streams
Amazon trades around $233 with AWS cloud services generating $28.8 billion in Q3 revenue. The cloud division grew 20% as businesses adopt AI-enhanced infrastructure.
E-commerce operations posted 11% U.S. sales growth. Prime membership totals 200 million users worldwide supporting retail operations.
Among 46 analysts, 42 rate Amazon as Buy with 4 Holds and no Sells. Investing.com tracks 65 Buy ratings against 3 Holds with zero Sells.
TD Cowen maintains a $300 price target on AWS growth expectations. The consensus target of $282 implies 21% gains from current levels.
Amazon operates debt-free at 38x forward earnings. Annual revenue tops $600 billion across all business segments.
Tesla and Palantir Show Mixed Analyst Support
Tesla stock sits at $430, gaining 25% year-to-date despite Q3 delivery misses. Energy storage revenue surged 50% to 9.4 GWh as the company expands beyond vehicles.
Full Self-Driving software reaches version 13 while Cybertruck production scales up. Analysts project the energy division could hit $100 billion by 2030.
Wall Street shows split opinions on Tesla. TipRanks reports 13 Buys, 11 Holds, and 10 Sells for a Hold consensus rating.
The average Tesla price target of $384 suggests 11% downside from peaks. The company maintains $33 billion in cash reserves.
Palantir trades at $169 after 150% year-to-date gains. U.S. commercial revenue grew 54% to $179 million in Q3 with a $2.5 billion contract backlog.
Analysts rate Palantir as Hold with 2 Buys, 16 Holds, and 2 Sells. The stock trades at 391x earnings with 30% profit margins.
First Solar Expands U.S. Manufacturing
First Solar stock trades near $264 with a 20 GW project backlog. Series 7 solar modules achieve 22.8% efficiency ratings.
Q3 earnings reached $4.24 per share, beating estimates. IRA subsidies support domestic thin-film solar production as global capacity doubles by 2030.
Analysts rate First Solar as Strong Buy with 24 Buys, 2 Holds, and 1 Sell. TipRanks monthly data shows 30 Buys against 4 Holds and 1 Sell.
The $258 consensus price target sits 2% below current prices. First Solar operates with zero debt focused on U.S. manufacturing expansion.
The post Top Stocks to Buy in December — ChatGPT Weighs In appeared first on Blockonomi.
This articles is written by : Nermeen Nabil Khear Abdelmalak
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