Bank of America’s 2025 Power Play: Nvidia, Palantir, Robinhood Lead Top Stock Picks
Wall Street giant makes bold bets on tech and trading disruptors
The AI Revolution's Core Holdings
Nvidia continues dominating the semiconductor space—powering everything from data centers to autonomous vehicles. Their chips aren't just hardware; they're the bedrock of modern computing.
Data Intelligence Goes Mainstream
Palantir's government contracts and enterprise AI platforms position it as the intelligence backbone for both public and private sectors. They're not just analyzing data—they're predicting outcomes.
Retail Trading's Unlikely Champion
Robinhood transforms from meme-stock platform to legitimate financial gateway. Their user-friendly interface keeps capturing younger investors despite—or perhaps because of—regulatory scrutiny.
Because when traditional banks pick stocks, they somehow always find the ones that benefit traditional banks. Revolutionary.
Palantir gains speed, Robinhood grows reach
Palantir was labeled a top AI software name again, with Bank of America saying it’s pulling away from competitors. Mariana Perez Mora said, “You have to see it for yourself,” citing growth and new deals. Total customer count ROSE 45% year over year, while U.S. commercial customers grew 65%. Shares are up 123% in 2025, and the bank raised its price target from $215 to $255 per share.
The bank called Palantir the “best-in-class AI enabler, integrator, architect, and developer.” Mora added that Palantir’s “first mover advantages” and highly secure software give it an edge in both defense and enterprise markets.
On the brokerage side, Robinhood is back in the spotlight. “Firing on all cylinders,” analyst Craig Siegenthaler said, after the company posted earnings that beat on both the top and bottom line.
Despite calling the stock’s valuation “full,” he raised his price target to $166 from $157. Robinhood’s making gains outside its traditional user base.“While historically focusing on smaller accounts, mobile first, younger generation clients, HOOD has made headway expanding their TAM through further client penetration,” Siegenthaler wrote.
He sees long-term performance ahead as the company scales, launches more products, and grows both U.S. and international reach. Shares have skyrocketed 245% year to date.
Crane and Supernus offer stability and overlooked growth
Crane, the industrial firm, hardly ever flashes big headlines, but Bank of America sees value in its consistency. “Even though the company describes their consistent performance as ‘boring’ we remain excited and bullish on Crane’s ability to remain boring and execute,” Ronald Epstein wrote.
Crane is expanding in aerospace, defense, and process FLOW tech. It’s targeting higher margins in legacy business lines while using M&A to expand. Shares have jumped over 20% this year.
Supernus Pharmaceuticals also got a Buy rating. The bank set a price objective of $65 and called it an “underappreciated growth story.”
The call is based on the company’s three branded CNS drugs, which treat ADHD and motor complications in advanced Parkinson’s disease. Bank of America believes the company’s products still have room to grow, even though they’ve flown under the radar.
Lastly, Yum China got a nod for having China’s biggest food network. Analysts mentioned its branding, supply chain, and capital return strategy. They said self-help initiatives could drive stable growth and see upside in risk-reward.
Bank of America didn’t call a top in any of these stocks. They’re all still a “Buy.”
Claim your free seat in an exclusive crypto trading community - limited to 1,000 members.
