16 Discounted AI Stocks BofA Analysts Still Love in 2025
A pullback in AI-related stocks may be your buying opportunity, according to Bank of America analysts eyeing hardware, internet, and energy plays.
If you've been watching AI stocks take a beating lately and wondering whether to panic or pounce, Bank of America analysts are firmly in the pounce camp. According to a recent note from BofA, the selloff rippling through artificial intelligence-linked equities isn't a reason to run — it's a potential entry point for investors who missed the earlier AI rally.
The analysts flagged 16 stocks spread across three broad sectors: hardware, internet, and energy. That last category might surprise you, but it makes sense when you think about it — AI data centers are notoriously power-hungry, making energy infrastructure companies an indirect but very real beneficiary of the AI boom. Hardware and internet names are the more obvious plays, covering everything from the chips and servers that power AI to the platforms built on top of it.
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The core argument here is a classic "buy the dip" thesis, but with some analytical muscle behind it. When beloved, high-conviction stocks get caught in a broad market selloff — rather than dropping because their fundamentals changed — that gap between price and perceived value is exactly where opportunity tends to live. BofA's analysts appear to believe these 16 names still have strong long-term stories that the recent turbulence hasn't actually broken.
For everyday investors, the takeaway is to separate short-term market noise from the longer-term structural trend. AI adoption isn't slowing down in any meaningful way, and the infrastructure supporting it — hardware, connectivity, and power — still needs to be built out at massive scale. A temporary price dip in stocks tied to that buildout can look a lot like a sale if your time horizon is measured in years rather than weeks.
Of course, no analyst call is a guarantee, and beaten-down stocks can always fall further before they recover. Do your own homework, check your risk tolerance, and consider how any individual name fits into your broader portfolio. Continue reading at MarketWatch.com for the full list of BofA's 16 recommended AI stocks.
