5 cheap stocks with rebound potential in 2025: Where to start your portfolio?

The volatility of 2025 has left gold in the mountains. While Trump’s tariffs shook global markets—from Wall Street to Tokyo—corrections have created opportunities that every investor should consider. Gold reached historic figures above $3,300 per ounce, but the large indices that panicked are already recovering.

In this uncertain context, we identify five companies that combine attractive corrections, financial strength, and clear catalysts for 2025. Companies that have fallen between 20% and 35% from their highs but maintain solid fundamentals.

The 5 giants offering opportunities in 2025

1. Novo Nordisk: The drug defining the decade

Danish Novo Nordisk experienced its steepest decline since 2002: a 27% correction in March 2025. The reason? Competition from Eli Lilly and concerns about the commercial viability of CagriSema.

However, the story doesn’t end there. In 2024, sales grew 26%, reaching $42.1 billion. The company completed the acquisition of Catalent for $16.5 billion in December 2024, expanding its manufacturing capacity. Additionally, it signed a $1 billion agreement with Lexicon Pharmaceuticals to license LX9851, an experimental obesity treatment with a differentiated mechanism.

Its dual GLP-1/amylin molecule achieved 24% weight loss in early studies. With operating margins of 43% and robust R&D spending, global demand for therapies against diabetes and obesity continues to rise. Stocks to invest in 2025 in this sector face temporary corrections, but the fundamentals persist.

2. LVMH: Luxury recovers from depressed prices

LVMH suffered twin declines: 6.7% in January and 7.7% in April 2025, accumulating losses over 25% from highs. The US tariffs of 20% on EU products (temporarily reduced to 10%) hit this luxury consumption jewel.

But 2024 revealed strength: €84.7 billion in revenue, a 23.1% operating margin. The first quarter of 2025 showed modest but real growth. More importantly: the company identifies growth focuses. Japan recorded double-digit sales in 2024, the Middle East grew 6%, and India will receive new flagship stores for Louis Vuitton and Dior.

LVMH launched Dreamscape, an AI platform to personalize prices and experiences. Among the best stocks for 2025 in consumer sectors, this French company offers recovery with clear geographic leverage.

3. ASML: The bottleneck of semiconductors

ASML lost 30% of its value in the last year, but its numbers tell a different story. In 2024: €28.3 billion in sales, net income of €7.6 billion, gross margin of 51.3%.

Q1 2025 confirmed the trend: €7.7 billion in sales, record gross margin of 54%. The company guides for revenues between €30 billion and €35 billion for all of 2025. Dutch trade restrictions will cut sales to China by 10-15%, but without altering the annual guidance.

Why is it attractive? ASML holds the monopoly on EUV lithography machines, essential for manufacturing advanced chips. AI requires more processing; demand for advanced chips is structural. Its systems are irreplaceable. This is one of the most visible growth stocks to invest in 2025.

4. Microsoft: Transitioning giant, falling opportunity

Microsoft experienced a 20% correction from all-time highs, reaching $367.24 intraday on March 31. Doubts about valuation, relative slowdown of Azure, and regulatory pressure (FTC investigating monopolistic practices) weighed on the stock.

Reality: $245.1 billion in revenue in 2024 (growth of 16%), net income of $88.1 billion (up 22%). Q3 fiscal 2025 showed $70.1 billion in revenue, with a 46% operating margin. Azure and cloud services advanced 33%.

The company announced over 15,000 layoffs to redirect resources to AI. Aggressive investment, financial discipline. Among tech stocks for 2025, Microsoft maintains a defensive position with clear exposure to AI and cloud. The current correction is a strategic entry point.

5. Alibaba: The awakening tech dragon

Alibaba fell 35% from 2024 highs due to concerns over AI/cloud investments and China’s slowdown. But Q1 2025 showed resilience: revenue of ¥236.45 billion, adjusted net profit +22%, Cloud Intelligence +18%.

The group announced ¥52 billion in triennial investment for AI and cloud infrastructure, plus ¥50 billion in coupons to revitalize domestic consumption. Q4 2024 reported ¥280.2 billion in revenue (+8% YoY).

Alibaba is one of the stocks to invest in 2025 with the greatest visibility in emerging markets. Taobao and Tmall dominate China; AliExpress facilitates international trade. The volatility of 2025 created an entry opportunity.

Table: 15 companies analyzed in detail

How to choose your stocks for 2025?

Diversification: your shield against tariffs and volatility

In a protectionist scenario, prioritize companies with a strong presence in domestic markets or models less dependent on international trade. Sector diversification —energy, finance, technology, pharmaceuticals, luxury— reduces regional risk concentration.

Financial strength and adaptability

Look for companies with solid margins, robust R&D capacity, and leadership in innovation. ASML in semiconductors, Microsoft in cloud/AI, Novo Nordisk in specialized therapies: all respond to a global structural demand that transcends short-term cycles.

Being informed is being prepared

Geopolitical tensions, tariff decisions, and interest rate policies redefine portfolios weekly. Stay alert to political and economic news. Flexibility to adjust positions makes the difference between protecting capital and incurring unnecessary losses.

Ways to invest in your chosen stocks for 2025

Direct stock purchase: Through banks or authorized brokers, acquire shares of the desired company directly. Full control, low commission costs, ideal for long-term investing.

Thematic investment funds: A fund groups multiple stocks by country, sector, or strategy. Excellent for diversification without manual selection, though you lose customization ability.

Derivatives and CFDs: Amplify positions with less initial capital or hedge risks against volatility through leverage. In environments of aggressive policies and trade wars, balance derivatives with traditional assets to maintain long-term exposure to promising sectors. Requires discipline: leverage magnifies gains and losses.

Final reflection: 2025 as a year of opportunity, not panic

2025 will probably be remembered as the year when the record-breaking rally of 2024 abruptly slowed, giving way to unprecedented volatility. Investors must keep this context in mind.

Do past gains guarantee future ones? No. Is 2025 unique? Yes. Is it easy to predict? Definitely not.

But panic is often the worst advisor. After big drops, corrections typically follow. Selling in panic multiplies losses. Instead, a diversified portfolio, investment in safe assets (bonds, gold), and constant attention to political and economic developments turn volatility into opportunity.

The corrections of 2025 have created attractive entry points in stocks for 2025 of solid companies. The question is: are you ready to seize them?