Which Company to Invest in 2025? Guide to the Most Promising Stocks

The Current Landscape: Volatility and Opportunities

The first half of 2025 has brought about a radical transformation in global financial markets. Following tariffs implemented by the U.S. administration—including a 10% base tariff on all imports, 50% on the European Union, 55% cumulative on China, and 24% on Japan—global stock indices experienced immediate declines. However, after the March-April correction, major indices have regained ground and are once again moving at all-time highs.

In this environment of uncertainty and trade tensions, a crucial question arises: which company to invest in in 2025 when volatility presents both risks and opportunities. Gold has reached all-time highs surpassing $3,300 per ounce, reflecting investors’ search for safety. Nonetheless, time has tempered the mood, and the market has shifted from panic to rational evaluation of opportunities.

The Top Five Portfolios for Diversification in 2025

In response to the question of which company to invest in this year, we present our analysis of five firms that combine financial strength, market leadership, and recovery potential in a challenging environment.

1. Novo Nordisk: Leadership in Transformative Therapies

Novo Nordisk, the Danish company specializing in diabetes and obesity, experienced a 27% decline in March 2025, its worst performance since 2002. Concerns over competition from Eli Lilly and the performance of CagriSema generated tension in the stock.

However, the company has made significant strategic moves. In December 2024, it completed the acquisition of Catalent for $16.5 billion, expanding its manufacturing capacity. Additionally, it signed an agreement with Lexicon Pharmaceuticals for $1 billion to license LX9851, an experimental drug with a different mechanism than current treatments.

With solid margins of 43% and ambitious R&D spending, global demand for therapies continues to rise. The dual GLP-1/amylin molecule achieved a 24% weight loss in early studies. The current market correction offers an opportunity for investors who believe in the sector’s long-term growth.

2. LVMH: Opportunity in Global Luxury

LVMH Moët Hennessy Louis Vuitton, the French luxury conglomerate, reported revenues of €84.7 billion in 2024 with an operating margin of 23.1%. Nonetheless, it faced declines of 6.7% in January and 7.7% in April 2025, influenced by the 20% U.S. tariffs on European products.

Despite these challenges, the company is strengthening its competitiveness with the AI platform Dreamscape to personalize experiences and expanding its presence in growth markets: Japan recorded double-digit sales in 2024, the Middle East grew 6%, and new Louis Vuitton and Dior stores are planned in Mumbai.

The current correction presents an attractive entry window for those seeking exposure to global luxury consumption.

3. ASML: Semiconductor Technology Specialist

ASML Holding N.V. is the Dutch leader in EUV lithography machines, essential for manufacturing advanced chips. In 2024, it reached net sales of €28.3 billion, and in the first quarter of 2025, it recorded €7.7 billion with a record gross margin of 54%.

The company projects revenues between €30 billion and €35 billion for 2025. Although it experienced a 30% decline over the past year due to reduced spending from Intel and Samsung, it maintains strong demand from TSMC and SK Hynix.

Dutch export controls will reduce sales to China by 10-15%, but the growing demand for chips for AI and high-performance computing supports the need for its systems. The recent correction offers an opportunity in the semiconductor sector.

4. Microsoft: Leadership in Enterprise AI

Microsoft Corporation reported revenues of $245.1 billion in fiscal 2024, a 16% growth, with net income of $88.1 billion (a 22% increase).

At the start of 2025, shares corrected 20% from highs, reaching $367.24 on March 31. Concerns over valuation, the relative slowdown of Azure, and geopolitical tensions pressured the price. FTC investigations into cybersecurity practices also weighed on the stock.

However, in April, it posted solid results with revenues of $70.1 billion and an operating margin of 46%. Azure grew 33%. The strategy required record spending: between May and July, it announced 15,000 layoffs to redirect resources to AI.

Microsoft maintains a strong financial position, and the correction could present an opportunity for investors looking to acquire shares at more accessible valuations.

5. Alibaba: Chinese Tech Recovery

Alibaba Group Holding Ltd., founded in 1999, stands out in e-commerce, cloud computing, and digital services. It announced a three-year plan of $52 billion to strengthen AI and cloud infrastructure.

In Q3 2024, it reported revenues of 280.2 billion yuan (8% growth). In Q1 2025, it recorded 236.45 billion yuan with an adjusted net profit that grew 22%, driven by an 18% increase in Cloud Intelligence.

Shares declined 35% in January 2025 amid concerns over AI investments and trade tensions. Subsequently, they rebounded over 40% until mid-February with a rally in AI tech stocks, though they fell 7% after March results were considered weak.

Current prices offer an opportunity for those who believe in the company’s long-term potential.

Key Stock Comparison Table

Data as of July 7, 2025

Strategies for Deciding Where to Invest

In this economic environment marked by protectionism and new tariffs, investors should adopt clear criteria to minimize risk and maximize real opportunities.

Fundamental diversification: Prioritize exposure across different sectors and geographies. In a protectionist scenario, it’s advisable to emphasize companies with strong presence in domestic markets or business models independent of international trade.

Identify solid companies: Those with good financial positions and adaptive capacity attract investment. Leaders in innovation or digitalization can grow even amid uncertainty, responding to global structural demand.

Active monitoring: Staying informed about the political and economic environment allows anticipation of changes. Flexibility and active risk assessment will differentiate between protecting capital and incurring unnecessary losses.

Ways to Access These Investments

Investors can access these opportunities through multiple channels:

Individual stocks: With an account at a bank or authorized broker, it’s possible to directly purchase shares of selected companies.

Investment funds: Include various thematic (by country, sector) actively managed. They favor diversification but limit individual selection capacity.

Derivatives and CFDs: Allow amplifying positions with less initial capital or hedging risks against volatility. They are interesting in environments with aggressive economic policies but require discipline and solid knowledge.

Final Reflection: Investing in 2025 with Perspective

2025 will probably be remembered as the year when the unprecedented profit rally abruptly halted, giving way to significant volatility and uncertainty. Investors should consider this context when deciding which company to invest their resources in.

Although past profits do not guarantee future results, the current reality is unique with no close precedents, making market predictions difficult. So, what can an investor do?

Build diversified portfolios both sectorally and geographically. Complement with safe assets like bonds or gold to offset potential losses. Avoid panic decisions: after sharp declines, corrections often follow, and panic selling amplifies losses.

Finally, stay attentive to current political, economic, and conflict developments. Being informed means being prepared to identify where to invest and when to take positions in a constantly changing market.