5 Stocks to Watch: Week of 4/14/2025

Is now a time to focus on safe, stable stocks … Or buy the dip on everything? Today’s list of 5 stocks has a little bit from Column A and a little from Column B, so you can choose your own adventure:

• Vertiv Holdings (VRT) offers a unique way to break into AI investing
• Luxury brands Kontoor Brands Inc (NYSE: KTB) and Tapestry Inc. (NYSE: TPR) remain Strong Buys despite a challenging market
• Despite losses, analysts still believe in Semtech Corp (NASDAQ: SMTC) 
• In a downtrending market, Kinross Gold Corp (NYSE: KGC) has an advantage

P.S. Did you miss last week's picks? Get them here.

5 Stocks to Watch: Week of 4/14/2025

1- Vertiv Holdings Co. (NYSE: VRT)

VRT stock offers a unique way to gain exposure to artificial intelligence. Vertiv Holdings does everything from installation and maintenance to repair when it comes to data centers. On top of that, it is one of the leading power management and, more importantly, cooling providers in the industry. With an already strong tailwind from Project Stargate, as well as record-breaking AI CAPEX, the business is well-positioned to capture a lot of growth from a dynamic narrative.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $67.44 — get current quote > 

Max 1-year forecast: $155.00 

Why we’re watching:

• At present, Vertiv Holdings has 8 Strong Buy ratings, 4 Buy ratings, and 2 Hold ratings. See the ratings
• RBC Capital’s Deane Dray (a top 9% rated analyst) initiated coverage on VRT stock recently, and set a 12-month price forecast of $121, equating to a 79.34% upside.
• Because 80% of its revenue is from data centers, Dray characterized Vertiv Holdings as a near-pure-play data center power/thermal solutions provider with "scarcity value" as well as an array of number one to number three market positions, including top-two in liquid cooling.
• Being on coveted hyperscaler "approved vendor lists" is also a meaningful barrier to entry that favors the name, the analyst added.
• Vertiv Holdings stock carries an overall Zen Rating of A, and ranks in the 97th percentile of stocks overall.
• It’s impossible to overstate the growth potential that being a key data center infrastructure provider carries — but perhaps we can paint a picture with VRT’s Growth Component Grade rating, which puts it in the top 4% of equities in that regard. (See all 7 Zen Component Grades here >)

2- Kontoor Brands Inc. (NYSE: KTB)

Kontoor Brands owns not one, but two flagship denim labels — Wrangler and Lee. Even though recent trade disputes pose a short-term risk in terms of profit margins and have already exerted significant downward pressure on the price of KTB stock, the company’s disciplined inventory management, focus on direct-to-consumer (DTC) channels, and growing popularity overseas provide solid growth prospects that are increasingly being recognized by Wall Street.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $56.07  — get current quote > 

Max 1-year forecast: $100.00 

Why we’re watching:

• Kontoor Brands stock enjoys near-unanimously bullish coverage, with 4 Strong Buy ratings and 1 Hold rating. See the ratings
• In addition, the average price target currently set by Wall Street analysts at $94.40 implies a hefty 63.07% upside — almost twice the average return of a stock with a Zen Rating of A.
• UBS researcher Jay Sole (a top 8% rated analyst) recently doubled down on a Strong Buy rating for KTB stock while reducing his price target from $108 to $96.
• Cutting their price target even though UBS "sees solid long-term growth potential for Kontoor Brands even accounting for the impact from tariffs," Sole noted that their updated metric implies "43% upside potential and UBS sees a 3:1 upside/downside skew."
• As we briefly touched on, Kontoor Brands stock carries an overall Zen Rating of A. Stocks with this distinction have provided an average annual return of 32.52% since the turn of the millennium.
• KTB’s secret weapon is its balance sheet. The stock ranks in the top 2% according to its Financials rating. On top of that, a neural network trained on more than 20 years of fundamental and technical data has identified plenty of subtle signs that hint at outperformance, leading us to the stock’s Artificial Intelligence rating, in which it ranks in the top 4% of equities. (See all 7 Zen Component Grades here >)

3- Kinross Gold Corp (NYSE: KGC)

Kinross Gold Corp is a mining business with a diverse geographical footprint. However, what makes it worthy of consideration is discipline — of the financial kind. The company has quite a strong balance sheet, and despite not attracting much attention from Wall Street, we believe it deserves a closer look.

Zen Rating: B (Buy) — see full analysis >  

Recent Price: $14.40 — get current quote > 

Max 1-year forecast: $15.00 

Why we’re watching:

• For one, this is one of the most successful stocks in our Zen Investor portfolio. Despite recent market volatility, the stock is up 35% since it was added to the portfolio in late 2024.
• Analysts see good things for the stock, too. Raymond James researcher Craig Stanley recently set a $15 price target, whereas his prior forecast was $12. The revised price target implies a 25.21% upside from current prices.  
• In a sector preview note, Stanley reported that Raymond James updated its commodity price estimates for the precious and base metals complex.
• The firm increased gold and silver price estimates in the near and long term to reflect the strong YTD performance, sector demand at higher than historical levels, and continued political uncertainty, the analyst detailed.
• Raymond James' long-term price forecasts were increased because higher reserve and resource pricing will drive up operating costs and incentive pricing, Stanley added. 
• In spite of having flown underneath Wall Street’s radar, it hasn’t flown underneath ours. Kinross Gold Corp stock currently carries a Zen Rating of B, and ranks in the top 7% of stocks overall.

KGC shares rank highly in terms of Value and Momentum — in the top 20% and 19%, to be exact, but the star of the show is their Value Component Grade rating. In that category, Kinross Gold stock ranks in the top 4%. (See all 7 Zen Component Grades here >)

4- Tapestry Inc. (NYSE: TPR)

This is the business behind luxury brands such as Kate Spade, Coach, and Stuart Weitzman. It delivered a strong double beat in its last quarterly report. While it maintains plenty of brand equity, Coach’s record-breaking sales figures are what are currently driving the guidance hikes. Factor in a robust direct-to-consumer model, strong growth in online sales, and ambitious forecasts, and it’s clear why Tapestry deserves a closer look.

Zen Rating: A (Strong Buy) — see full analysis >  

Recent Price: $62.47 — get current quote > 

Max 1-year forecast: $110.00 

Why we’re watching:

• Glitz and glamour tend to attract attention, and TPR shares certainly have. Out of 17 analysts who track the business and issue ratings for its stock, 9 currently give it a Strong Buy rating, rounded out by 4 Buy ratings and 4 Hold ratings. See the ratings 
• On top of that, TPR is currently the top-rated stock in the entire luxury goods industry.
• JP Morgan equity researcher Matthew Boss (a top 16% rated analyst) recently reiterated a Strong Buy rating and upped his 12-month price forecast on Tapestry stock from $88 to $104. 
• Boss attributed their price target move to takeaways from a meeting with Tapestry management. Management’s message, according to the analyst, was accelerating growth highlighted by a "breakout quarter" for the Coach brand, driving "step-function" change for the Tapestry portfolio with top- and bottom-line drivers.
• Looking ahead, the analyst said JP Morgan "sees an accelerating Coach growth profile" and a "call option" for Kate Spade.
• Once the 115 proprietary factors our quant rating system uses were taken into account, TPR shares earned a Zen Rating of A. To be precise, TPR ranks in the 96th percentile according to this holistic metric.
• There’s plenty to like here, as the stock has a whopping five Component Grade ratings that are B’s — but Sentiment, in which it ranks in the top 8%, and more importantly, Financials, where it ranks in the top 6%, are the primary strengths of Tapestry stock. (See all 7 Zen Component Grades here >)

5- Semtech Corp. (NASDAQ: SMTC) 

Investors often come across the phrase “buy the dip” — but with Semtech Corp, it’d be more apt to say “buy the plunge.” After an unexpected setback when it comes to revenue from a crucial segment, SMTC stock has lost over 50% in value since the beginning of the year. However, there’s an odd dissonance at play — while analysts have cut their price targets accordingly, they’re still bullish, and see plenty of upside — particularly at the current, reduced valuation.

Zen Rating: B (Buy) — see full analysis >  

Recent Price: $26.06  — get current quote > 

Max 1-year forecast: $85.00 

Why we’re watching:

• There’s something to be said for still having Wall Street’s confidence after that massive 52.16% stock price dive. SMTC currently has 11 ratings — 7 Strong Buys, 4 Buys, with nary a Hold, Sell, or Strong Sell in sight. See the ratings
• P.S. — The average 12-month price forecast for Semtech Corp shares implies a 71.79% upside.
• Timothy Arcuri of UBS (a top 2% rated analyst) recently doubled down on a Strong Buy rating while decreasing his price target from $65 to $60.
• Arcuri told readers that in spite of concerns raised by the company's 8-K last month, suggesting its Nvidia CTLE ramp was pushed out to Rubin, the company's Q4 2025 results and management's Q1 2026 guidance were in line with expectations.
• According to the analyst, the stock's current risk-reward ratio is "quite appealing."
• Even with the steep reduction in price accounted for, Semtech Corp shares still have Zen Rating of A, placing them in the top 5% of equities we track.  
• SMTC’s Growth Component Grade rating is definitely the star of the show — in this regard, it ranks in the 99th percentile of the more than 4,600 stocks that we track. (See all 7 Zen Component Grades here >)

What to Do Next?

• 8 Stock Lists You Need Now >
• See All “A” Rated Stocks with +32.52% Average Annual Return > 
• 4 Step Process to Find More 100%+ Stock Winners >

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