Buy 3 AI Laggards of 2025 With Solid Short-Term Price Upside Potential

Market Overview - The AI-driven bull run of 2023 and 2024 has faced significant challenges in 2025 due to the Fed's uncertainty regarding rate cuts, recession fears, and competition from low-cost Chinese AI platforms [1] - Concerns over the Trump administration's tariff and trade policies have negatively impacted investor confidence in risky assets, particularly in the technology sector [2] Company Analysis: Arista Networks Inc. (ANET) - Arista Networks is positioned well with a robust network architecture for cloud and AI networking, focusing on proactive products, zero-touch automation, and predictive operations [6] - The company's EOS Smart AI Suite and Arista AVA enhance AI job monitoring and network security, catering to the growing demand for high-performance switching products [7][8] - ANET has an expected revenue growth rate of 18.7% and earnings growth rate of 12.8% for the current year, with a 4% improvement in earnings estimates over the last 30 days [9] - The average price target for ANET indicates a potential increase of 19.3% from the last closing price of $92.79, with a maximum upside of 40.1% [10] Company Analysis: Five9 Inc. (FIVN) - Five9 offers intelligent cloud software for contact centers, providing a comprehensive platform for customer service and sales functions [11] - The company has seen growth from the adoption of AI tools in call center services, with the introduction of its Intelligent CX Platform powered by Five9 Genius AI [13] - FIVN has an expected revenue growth rate of 9.6% and earnings growth rate of 11.7% for the current year, with a 6.6% improvement in earnings estimates over the last 30 days [14] - The average price target for FIVN suggests a potential increase of 35% from the last closing price of $27.11, indicating a maximum upside of 139.8% [15] Company Analysis: HubSpot Inc. (HUBS) - HubSpot provides a cloud-based CRM platform, experiencing steady adoption from enterprise customers and benefiting from pricing optimization [16] - The integration of HubSpot AI features is enhancing customer value, with a focus on lowering barriers for new customers [17] - HUBS has an expected revenue growth rate of 15.4% and earnings growth rate of 14.9% for the current year, with a 2.1% improvement in earnings estimates over the last 30 days [18] - The average price target for HUBS indicates a potential increase of 23.9% from the last closing price of $616.92, with a maximum upside of 50.7% [19]