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What's The Best Megacap Ai Agent Stock To Buy Right Now? Here's What Wall Street Thinks.
2025 could be the year of artificial intelligence (AI) agents. Multiple companies are scrambling to deploy AI agent technology that can perform tasks for people, in addition to answering questions.
Agentic AI holds the potential to be a hot market for investors. What's the best megacap AI agent stock to buy right now? Here's what Wall Street thinks.
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Honorable mentions
I first identified all the megacap stocks (those with market caps of $200 billion or more) that have AI agent products or services either already deployed or in development. Next, I checked the average price target for each stock using data from LSEG. Wall Street analysts liked the prospects of two AI agent stocks, but not enough for either to be among the top contenders.
The 36 analysts surveyed by LSEG in January who cover Oracle (NYSE: ORCL) were generally bullish about the stock. The average 12-month price target for the database and software company reflected an upside potential of around 15%. Oracle recently announced AI agents that can autonomously perform administrative tasks to help in supply chain management.
AI platform company ServiceNow (NYSE: NOW) also introduced new AI agent solutions within the last week, including AI Agent Studio for building AI agents. The average price target for the stock is roughly 13% higher than ServiceNow's current share price, according to LSEG. However, this average doesn't incorporate potential revisions to price targets following ServiceNow's disappointing growth forecast for 2025, announced in its 2024 Q4 update on Jan. 30.
Contenders
I've placed three other AI agent stocks in the "contenders" category. Wall Street's price targets for each of these stocks are more than 15% above the current share price.
Salesforce (NYSE: CRM) is focusing heavily on AI agent technology. The customer relationship management system leader has high expectations for its Agentforce 2.0 product. So do some analysts. The average price target for Salesforce reflects an upside potential of a hair above 15%.
Granted, not every analyst is optimistic about the stock. Eleven of the 51 analysts surveyed by LSEG in January recommended holding Salesforce, with one recommending selling the stock.
The consensus sentiment was more bullish about Alibaba Group Holdings (NYSE: BABA). LSEG's average analyst price target was nearly 18% higher than the current share price of the Chinese technology company. Alibaba recently unveiled new AI agent technology that rivals OpenAI's Operator AI agent.
Speaking of OpenAI, its big partner Microsoft (NASDAQ: MSFT) is moving full steam ahead with AI agents. The tech giant offers Copilot AI agents with its Microsoft 365 products and Azure AI Agent Service, a platform that enables developers to build and deploy AI agents. The average price target for Microsoft is 22% above its share price.
However, as was the case with ServiceNow, investors reacted negatively to Microsoft's latest quarterly update. Forthcoming analyst price targets might lower the outlook for this AI stock.
The champion
Which megacap AI agent stock emerged as the champion based on Wall Street's price targets? Nvidia (NASDAQ: NVDA) stood head and shoulders above the rest.
The average 12-month price target for Nvidia reflects an upside potential of roughly 39%. Admittedly, one factor behind the big gap between the GPU maker's current share price and analysts' price targets is the huge sell-off of the stock on worries about disruption from DeepSeek's R1 AI model.
It remains to be seen just how much of a threat DeepSeek actually is to Nvidia. Some analysts view the stock's plunge as way overdone. I agree with this, although I wouldn't be surprised if Nvidia's share price remains under a dark cloud for a little while.
However, Nvidia could be one of the biggest winners in the AI agent market. A few weeks ago, the company launched its AI Blueprints product that enables developers to build and deploy custom AI agents. The rise of AI agents could also drive greater demand for Nvidia's chips.
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Keith Speights has positions in Microsoft. The Motley Fool has positions in and recommends Microsoft, Nvidia, Oracle, Salesforce, and ServiceNow. The Motley Fool recommends Alibaba Group and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
