3 Artificial Intelligence Stocks That Lagged in 2024 but Are Set to Soar in 2025

ASML Holdings - ASML Holdings has a monopoly on extreme ultraviolet (EUV) lithography tools, essential for AI semiconductor production, yet its stock is down approximately 4% this year and 35% from all-time highs [6][15] - The company is expected to see margin expansion and solid profit growth due to the increasing mix of advanced EUV machines, which are higher-revenue and higher-margin compared to deep ultraviolet (DUV) machines [3][7] - Despite a projected decline in revenue from China due to new restrictions, ASML maintains its long-term revenue and earnings targets for 2030 [15][16] MongoDB - MongoDB's document architecture allows for better organization of unstructured data, making it suitable for AI applications, although its stock is down 35% year to date and over 50% from its all-time high [8][9] - The company is expected to benefit from the increasing usage of AI applications, particularly through its usage-based Atlas database-as-a-service, although current usage has slowed due to macro uncertainties [18][21] - Trading near a historically low price-to-sales ratio of around 10, MongoDB could experience a rebound in 2025 as AI application usage accelerates [22] On Semiconductor - On Semiconductor is a leader in silicon carbide (SiC) chips, crucial for power control systems in AI data centers and electric vehicles (EVs), but its stock is down 20% this year and 40% from all-time highs [11][20][23] - The company has secured significant customer wins, including a multiyear deal with Volkswagen, despite the overall downturn in the auto industry in 2024 [24] - On Semiconductor's investment in SiC technology positions it well for future growth in AI data centers and the recovering EV market [20][23]