When it comes to market movers, JPMorgan analyst Cory Carpenter is putting his chips on Take-Two Interactive Software, Inc. (NASDAQ:TTWO) and Xometry, Inc. (NASDAQ:XMTR).
Take-Two, with a price target of $225 and a 22% upside, is poised to dominate gaming in 2025. Meanwhile, Xometry, with a price target of $45 and a 23% upside, is set to ride the manufacturing renaissance.
These stocks are primed to capture investor attention across their respective sectors.
Take-Two's Next Level Gaming Explosion
Carpenter crowns Take-Two Interactive as his top 2025 video game pick, highlighting the publisher's strongest game lineup to date. GTA 6, slated for a fall 2025 release, leads the charge alongside heavy hitters like Borderlands 4, Civilization 7, and Mafia: The Old Country.
"We expect GTA VI — one of the most highly anticipated video games in history — to be the primary driver of TTWO share performance in 2025," Carpenter said.
Read Also: How GTA 6 Is Shaping The Video Game Industry, Even Before Its Release
The second GTA 6 trailer is expected to ignite a pre-release hype cycle, likely bringing game pre-orders and gameplay previews in its wake. Despite investor expectations already soaring, Carpenter emphasizes Take-Two's history of exceeding market forecasts, noting, "TTWO has over-delivered in prior major title releases such as RDR 2 and GTA V."
Potential roadblocks? Delays in the release or conservative fiscal guidance for FY26. However, with a robust mobile strategy and over 30 planned titles through FY27, Carpenter sees Take-Two primed for long-term success, projecting a hefty 46% bookings growth in FY26.
Xometry's Manufacturing Upside Amid Onshoring Push
For the industrial sector, Xometry stands tall as JPMorgan's internet small-cap darling. The company commands the custom manufacturing marketplace despite weathering a turbulent manufacturing environment and delayed profitability goals. Carpenter explains, "We like XMTR in 2025 as a play on manufacturing under Trump," given the potential tariffs and supply chain uncertainties that could accelerate share gains.
Even without assuming macroeconomic improvement, Xometry is poised for revenue growth acceleration to 19% in 2025. Carpenter highlights company-specific initiatives, including instant quoting and international expansion, as key catalysts. Risks include potential manufacturing contraction and valuation challenges, but Carpenter remains bullish, citing "a number of 'ways to win' in 2025."
From virtual mayhem to real-world manufacturing, JPMorgan's top picks for 2025 have gamers and industrialists alike buckling up for a wild ride. Whether it's Take-Two redefining gaming with blockbuster releases or Xometry leading a manufacturing evolution, JPMorgan's top picks for 2025 promise dynamic growth and compelling market narratives.
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