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Investopedia Identifies Six Internet Stocks Set to Dominate 2025

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  Published in Stocks and Investing on Monday, December 15th 2025 at 15:41 GMT by Investopedia

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Investopedia’s roundup of six internet‑sector stocks slated for 2025: a concise review

When it comes to forecasting the next wave of high‑growth internet companies, analysts are often divided. Yet a recent Investopedia feature managed to bring a handful of seasoned industry voices together, each offering a concise case for the same set of six publicly traded internet stocks. The article—titled “These Experts Have 6 Top Internet Stock Picks Lined Up for Next Year”—serves as both a synthesis of expert opinion and a quick reference guide for anyone looking to understand where the smart money may be headed in the coming year.

The panel of experts

The Investopedia piece pulls together insights from a small but impressive cadre of analysts. Representatives from major brokerage houses such as J.P. Morgan, Morgan Stanley, and Raymond James were all quoted. Two independent research specialists from Bloomberg and the Motley Fool were also on board, offering a more outsider perspective. Each expert was asked to name a handful of internet stocks they expect to outperform the broader market in 2025, based on revenue growth, strategic moat, and evolving consumer behavior. All of them converged on a core list of six companies, lending the picks a degree of consensus that is rare in equity research.

1. Shopify (SHOP)

Shopify, the Canadian e‑commerce platform that powers thousands of independent online stores, was the first pick on the panel. Analysts cited Shopify’s continued expansion of its “Shopify Plus” high‑volume enterprise offering as a key driver. The company’s Gross Merchandise Volume (GMV) had grown at double‑digit rates in recent quarters, and the shift toward “click‑and‑collect” and omnichannel retail is expected to lift margin levels further. A linked Investopedia article on Shopify’s “Digital Commerce” strategy elaborates on how the platform’s API ecosystem fuels third‑party developers, creating a network effect that can be difficult for competitors to replicate.

2. Zoom Video Communications (ZM)

Zoom’s prominence surged during the pandemic, and experts say the company is poised to capitalize on a new hybrid‑work reality. According to the panel, Zoom’s move from a one‑off “meeting” platform to a broader “collaboration suite”—with added features like Zoom Phone and Zoom Rooms—has created new revenue streams. The article links to a recent Investopedia piece on Zoom’s “SaaS Growth,” which notes that subscription‑based recurring revenue now accounts for a larger share of Zoom’s total earnings. This shift, analysts argue, will provide more stable cash flow and open the door to enterprise expansion in sectors such as education and healthcare.

3. Roku (ROKU)

Roku, the streaming‑ad‑delivery company, is seen as a “platform” with an expanding ecosystem. Experts highlight Roku’s rapid growth in “Ad‑Supported” streaming, noting that its advertising inventory is now the fastest‑growing segment in the overall streaming market. A key reason for optimism is Roku’s “Platform Services” revenue, which includes the distribution of partner content to a growing library of devices. The article references an Investopedia guide on the “Future of Streaming Ads” that explains how ad‑based streaming is expected to dominate the next few years, especially as traditional pay‑TV subscriptions decline.

4. Alphabet (GOOGL)

Alphabet, the parent company of Google and YouTube, is the most obvious pick for any internet‑sector analysis. Experts emphasize the company’s sustained leadership in digital advertising and its aggressive investments in artificial intelligence. The article cites Alphabet’s Q3 earnings report, noting that ad revenue grew 16% year‑over‑year, while YouTube’s premium subscriptions increased by a double‑digit margin. A link to an Investopedia article on Alphabet’s “AI & Cloud Expansion” shows how the company’s cloud infrastructure and AI tools are becoming a central part of its growth strategy, making Alphabet a diversified play that is not solely reliant on ad revenue.

5. Amazon (AMZN)

Amazon’s e‑commerce dominance is no longer the only driver; its AWS arm continues to deliver some of the highest margins in the tech sector. Analysts in the Investopedia article point out that AWS’s “growth‑by‑revenue” rate has surpassed 20% annually for the past decade, a figure that outpaces most other cloud providers. In addition, Amazon’s push into “Amazon Prime” content and logistics infrastructure—such as its expanding fleet of delivery drones and autonomous vehicles—creates a reinforcing cycle of consumer lock‑in and cost‑efficient fulfillment. The article also includes a link to a broader Investopedia exploration of Amazon’s “Marketplace Ecosystem,” which details how third‑party sellers contribute significantly to revenue growth.

6. PayPal (PYPL)

PayPal is frequently included in any list of high‑growth internet stocks due to its dominant position in the global payments market. Analysts highlight the company’s “Braintree” and “Venmo” platforms as key drivers of future growth. PayPal’s recent partnership with credit‑card‑issuer American Express and its expansion into cryptocurrency payments are noted as new frontiers that could boost transaction volume. The article references an Investopedia piece on “Digital Payment Trends,” which projects that mobile‑first payment methods will surpass traditional card‑based transactions in the next five years—a trend that directly benefits PayPal.

Additional context from linked resources

Throughout the Investopedia article, each pick is accompanied by hyperlinks to related content that helps readers dig deeper. For instance, the link on Shopify expands on the company’s “App Store” and how it monetizes developers. The Roku section leads to a case study on “Ad‑Supported Streaming” that breaks down the economics of CPM rates versus subscription fees. Other links cover Amazon’s “Prime Video” library, Alphabet’s “YouTube Shorts” strategy, and PayPal’s “Cryptocurrency Wallet” rollout.

Bottom line

While individual analysts often disagree on which stocks will deliver the highest returns, the consensus gathered in Investopedia’s feature points to a clear set of internet‑sector leaders: Shopify, Zoom, Roku, Alphabet, Amazon, and PayPal. Each of these companies demonstrates a combination of robust revenue growth, strategic moat, and a well‑positioned trajectory to capitalize on evolving consumer behavior—whether that’s the move to hybrid work, the shift toward streaming‑ad‑supported entertainment, or the rise of digital payments.

For investors looking to make informed decisions about where to allocate capital next year, the Investopedia roundup offers a concise, expert‑validated starting point. By following the linked articles, readers can delve into the underlying data that supports each pick—an essential step for any thorough equity research process.