Investing.com – Evercore ISI highlighted five technology stocks that they believe could perform well in 2025: Apple (NASDAQ:), Arista networks (NYSE:), Amphenol (NYSE:), IBM (NYSE:) and Vertiv (VRT).

The company’s analysts made a bullish case for each stock, highlighting each company’s unique position in the evolving technology landscape.

The list includes Arista Networks (ANET), which focuses on artificial intelligence-based networking solutions. According to Evercore, Arista’s “conservative guide” for 2025 of 15-17% revenue growth “leaves room for growth” as demand for AI Ethernet switching and campus growth accelerates.

The company anticipates that Arista will benefit from increased customer adoption and the continued shift towards cloud networks, resulting in revenue growth of more than 20% in 2025.

Apple ( AAPL ) is said to be a standout with artificial intelligence capabilities that Evercore believes will boost iPhone sales in the longer cycle, even if an immediate supercycle is not expected.

Apple is poised to “monetize third-party AI efforts” without the ponderous capital outlays faced by other large-cap companies, making it a robust long-term investment, Evercore said. Additionally, continued growth in Apple’s services and wearables segments should further support the stock’s upward trajectory.

For Amphenol (APH), Evercore points to “diversified end segments” and a robust M&A strategy as key drivers of sustainable growth.

APH’s exposure to industrial, mobile networks and military segments is expected to support EPS growth of over 10% through 2025, with contributions from recent acquisitions such as CIT and Andrews.

IBM is recognized for its “wind driving AI for enterprises,” with a $3 billion AI consulting business and software momentum with offerings like WatsonX and Red Hat. Evercore anticipates the launch of the IBM z17 mainframe and potential merger and acquisition activity to further enhance revenue growth.

Finally, Vertiv (VRT) is seen as benefiting from the growing demand for artificial intelligence infrastructure. Evercore anticipates margin expansion and revenue growth above its current target of 8-11%, supported by increased demand for AI data centers and energy management solutions.