Wall Street analysts say the four record-breaking club stocks in 2025 have more room to run. Fresh comments from Rosenblatt Securities analysts show how a new deal with Metaplatforms could be a financial windfall. Meanwhile, Wedbush details exactly why CrowdStrike, Apple and Microsoft will be the winners in artificial intelligence development in the coming year. Below is a breakdown of both reports and the club’s views on each. News: Meta shares rose on Tuesday after Facebook’s parent company announced plans to acquire Singapore-based AI agent developer Manas. Wall Street analysts also praised the acquisition. Financial terms were not disclosed, but the Wall Street Journal reported late Monday that the deal was worth more than $2 billion. Meta sells the Manus service, which is equivalent to a digital assistant, and integrates its technology into products such as the Meta AI assistant. “Manas already serves the daily needs of millions of users and businesses around the world,” Mehta said in a statement. “We plan to extend this service to more companies.” In response, Rosenblatt reaffirmed his price target for Meta stock at $1,117, implying an upside of about 70% from Monday’s closing price and 40% above August’s all-time high. Rosenblatt analyst Burton Crockett said in an interview with CNBC on Tuesday that Manas is not only a “great deal” for the company, but also a “rocket-like growth story.” In fact, it could be as successful as past “home run” acquisitions like Instagram in 2012 and WhatsApp in 2014. Crockett said that’s because Manas “fits so beautifully” into WhatsApp’s growing footprint in small and medium-sized businesses. These AI agents can make the customer experience more convenient and efficient. Rosenblatt rates the stock a buy. Club view: The signing of Manas furthers the meta’s AI ambitions, which we have been optimistic about for some time. That’s why the club bought more Meta stock last month as a pullback, making it the first Meta stock purchase in three years. We also like that Meta has world-class engineers in TBD Labs, the division that oversees large-scale language models. This is due to Meta’s aggressive efforts to poach the industry’s top AI talent. Additionally, Meta reportedly plans to reduce costs for the Metaverse business, giving the tech giant more flexibility to invest in AI and other fast-growing areas. It’s unclear whether the Manus acquisition will be as transformative as Rosenblatt claims. However, it is likely to help monetize WhatsApp. This integration will help small and medium-sized businesses on the messaging platform and potentially increase revenue as Meta helps customers leverage these agents. The club has a price target of $825 for the stock. META YTD Mountain Meta Platforms (META) Year-to-date Results News: Wedbush’s Dan Ives names Microsoft, Apple, and CrowdStrike among his “Top 5 Companies Leading the AI Revolution for 2026.” The other two were Palantir and Tesla. Analysts repeatedly rated each stock as a buy. In Microsoft’s case, Wedbush said Wall Street is “underestimating the growth story” of Azure, the company’s key cloud computing business. Analysts added that 2026 will be a “true transformational year” for Microsoft’s AI growth. Wedbush has a $625 price target on the tech stock, suggesting an upside of 28% from Monday’s closing price. The price target is 12% above Microsoft’s all-time high in July. Apple’s AI rollout has been rocky, but analysts say the iPhone maker’s large installed base could be a big advantage if management succeeds. “We think the AI monetization component could add $75 to $100 per share over the next few years as AI monetization finally kicks into gear after this year’s heady AI strategy at Apple Park,” Wedbush argued. Analysts maintained their price target of $350, nearly 28% above Monday’s closing price. The company’s PT is 21% below Apple’s all-time high set earlier this month. Finally, Wedbush said AI could be a tailwind for CrowdStrike by increasing the number of transactions. The integration of AI not only improves cybersecurity companies’ ability to automate threat detection, but also makes cyberattacks more sophisticated. This increases the demand for CrowdStrike’s products. “We believe the Street is underestimating CrowdStrike’s growth potential as cybersecurity continues to be the second/third spinoff beneficiary of the AI revolution, which speaks to our bullishness,” said the analysts, who maintained their $600 price target. The stock has risen about 39% this year, hitting a record high of $566.90 a piece in November. Mr. Wedbush’s price target suggests a 26% upside from Monday’s closing price. Club’s take: Both of these stocks are clear winners of the AI revolution. There is no disagreement with Mr. Wedbush’s opinion on this point, and he expects each to run at the top in the new year. As for Microsoft, the technology company has successfully integrated AI across its suite of cloud tools, and its partnership with OpenAI could continue to drive cloud revenue. Moreover, just because Apple falls behind the AI party doesn’t mean it loses the competition. we remain hopeful. Apple doesn’t have a track record of being first to market, but it does have a track record of being the best when it comes to market. Look at the iPhone. CrowdStrike is also a major beneficiary of AI trading. CEO George Kurtz said so himself during a post-earnings conference call in December. “Companies have shocking moments every day when they witness AI-powered adversarial tradecraft,” Kurtz added. “Now, just as anyone can use AI to vibrate code and become a software engineer, anyone can vibrate and become an advanced adversary of AI.” For the CEO and us, this only makes CrowdStrike’s service even more important. (See here for a complete list of Jim Cramer’s Charitable Trust stocks.) As a subscriber to Jim Cramer’s CNBC Investing Club, you’ll receive trade alerts from Jim Cramer before he makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. 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