Bank of America names Nvidia, Palantir, and Robinhood as top stocks to hold in 2025

Bank of America just dropped a fresh list of “buy and hold” picks, and Nvidia, Palantir, and Robinhood made the cut. The bank said these stocks are set up for more gains into year-end, even with markets already running hot.

Nvidia is still Bank of America’s top sector call. Analysts backed the stock again, pointing to strong demand for AI chips, solid control of supply, and upgraded earnings forecasts. “Reiterate Buy, top sector pick as AI demand continues to strengthen,” the bank wrote.

They said valuation remains attractive with over 40% EPS growth potential, and called out how Nvidia shifted from PC graphics to powering everything from gaming and enterprise graphics to cloud, automotive, and AI infrastructure.

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.”

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