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Goldman's Ten Tech Themes For 2025 With Spotlight On "Top Pick" Large Cap

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by Tyler Durden
Monday, Dec 23, 2024 - 06:25 PM

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Goldman analysts are positioning clients for the new year with their 2025 outlook, highlighting ten industry themes for US internet companies. The report offers a theme-by-theme breakdown, guiding clients on which large-cap stocks to go long within their stock coverage universe

A team of analysts led by Eric Sheridan and Ben Miller penned a lengthy note focusing on three main areas:

  1. Identifying the largest secular growth opportunities across the sector (evolving digital advertising industry, blurred lines between advertising and commerce at scale, Cloud computing, local commerce)

  2. Tackling key sub-sector debates (impact of autonomous vehicles on mobility networks, normalized online travel landscape, widening scope of interactive entertainment companies) &

  3. Outlining important risk factors for the industry (continued regulatory, political & judicial scrutiny alongside potential disruption from AI).

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