2025 could be the year of artificial intelligence agents (AI). Several companies rush to deploy the technology of AI agents who can do tasks for people, in addition to answering questions.
The agentic AI has the potential to be a burning market for investors. What is the best MEGACAP agent stock to buy right now? Here’s what Wall Street thinks.
Honorable mentions
I first identified all MEGACAP shares (those with stock market capitals of 200 billion dollars or more) which have agent products or AI agent services already deployed or developing. Then, I checked the average price objective for each stock using the data of Lseg. Wall Street analysts liked the prospects for two AI agent actions, but not enough for it to be among the best suitors.
The 36 analysts interviewed by LSEG in January which cover Oracle (Orcl -0.19%)) were generally optimistic about the stock. The average price of 12 months for the database and the software company reflected an increase in the up 15%. Oracle recently announced AI agents who can do administrative tasks independently to help the management of the supply chain.
AI platform company Serve (NOW 0.56%)) also introduced new AI agent solutions in the last week, including AI Studio agent for the construction of AI agents. The average price of action is around 13% higher than the current service of serviceNow, according to LSEG. However, this average does not incorporate potential revisions for price objectives after disappointing growth forecasts of serviceNow for 2025, announced when it is updated from 424 to fourth quarter on January 30.
Contenders
I placed three other AI agent actions in the “Contenders” category. The Wall Street price objectives for each of these actions are greater than 15% above the current course of the action.
Dirty (CRM -0.54%)) Consequently focuses on the technology of AI agents. The leader of the customer relationship management system has high expectations for its agentforce 2.0 product. So do some analysts. The average price of Salesforce reflects an upward potential of hair greater than 15%.
Admittedly, not all analysts are optimistic about the stock. Eleven of the 51 analysts interviewed by LSEG in January recommended the holding of Salesforce, including one recommending to sell the action.
The feeling of consensus was more optimistic Alibaba Group Holdings (Baba -3.80%)). The LSEG average analyst course objective was almost 18% higher than the current action of the Chinese technology company. Alibaba recently unveiled a new AI agent technology that rivals the OPENAI operator AI agent.
Speaking of Openai, his great partner Microsoft (Msft 0.02%)) moves full with AI agents. The technology giant offers Copilot AI agents with its Microsoft 365 and Azure AI Agent Service products, a platform that allows developers to create and deploy AI agents. The average price objective for Microsoft is 22% above its action.
However, as was the case with ServiceNow, investors reacted negatively to Microsoft’s last quarterly update. The price objectives of analysts to be published could reduce the perspectives of this IA stock.
The champion
What stock of agent Megacap Ai has become the champion based on the price of Wall Street? Nvidia (NVDA -3.67%)) held his head and shoulders above the rest.
The average price of 12 months for NVIDIA reflects an upward potential of around 39%. Admittedly, a factor behind the major gap between the current course of the current GPU manufacturer’s action and the price objectives of analysts is the enormous sale of action on concerns about the disturbance of the DEEPSEEK R1 model.
It remains to be seen how much the deep threat is really for Nvidia. Some analysts consider the diving of action as an exaggerated means. I agree with that, even if I would not be surprised if the course of Nvidia’s action remains under a dark cloud for a little while.
However, NVIDIA could be one of the largest winners on the AI agents. A few weeks ago, the company launched its Blueprints that allows developers to create and deploy personalized AI agents. The rise of AI agents could also lead to a greater demand for Nvidia tokens.
Keith Speights has positions in Microsoft. The Motley Fool has positions and recommends Microsoft, Nvidia, Oracle, Salesforce and ServiceNow. The Motley Fool recommends Alibaba Group and recommends the following options: Long January 2026 Calls $ 395 on Microsoft and Court January 2026 405 $ calls Microsoft. The Motley Fool has a policy of disclosure.
