Agentic AI Set to Transform Industries in 2025: 4 Stocks to Watch

By Nilanshi Mukherjee | March 27, 2025, 12:23 PM

Agentic AI is poised to grow significantly in 2025, representing a pivotal shift in the evolution of artificial intelligence. Unlike traditional AI, which typically focuses on task automation or analytics, agentic AI is set to gain significant traction in 2025 as industries push toward more autonomous, decision-making AI systems that can operate with minimal human input.

In 2025, key trends in agentic AI will center around autonomous decision-making, AI virtual assistants and improved customer engagement. This will help businesses automate tasks, enhance human abilities and boost agility. Industries like healthcare, finance, logistics and manufacturing will benefit from AI solutions combining autonomy and human oversight for complex decisions.

This technological advancement is also attracting significant attention from investors and industry leaders, creating compelling opportunities in the AI market. Major players like UiPath PATH, Zoom Communication ZM, NVIDIA NVDA and Microsoft MSFT are at the forefront of this evolution, leveraging advanced AI to solve complex problems with minimal human intervention.

Agentic AI Use to Gain Traction Across Industries

In healthcare, agentic AI will streamline care coordination and treatment planning by automating complex tasks, improving efficiency and outcomes. In logistics, agentic AI will optimize supply chains in real-time by autonomously adjusting inventory levels and making supplier orders.

In finance, agentic AI will enhance fraud detection, risk assessment and algorithmic trading by leveraging advanced algorithms to analyze large datasets. Meanwhile, in manufacturing, agentic AI will boost production efficiency and quality control through predictive systems that foresee potential issues and adjust operations accordingly.

Customer experience is enhanced through AI-powered chatbots and personalized recommendations, while software development benefits from automation and improved code quality. Cybersecurity is also evolving, with agentic AI detecting and preventing threats proactively. As these systems continue to mature, they promise to transform industries by combining autonomy with intelligence, driving unprecedented efficiency and innovation in 2025.

Deloitte’s 2025 Digital Transformation Survey reveals that organizations leveraging agentic AI have achieved a 35% reduction in decision-making time, a 42% improvement in resource allocation efficiency and a 28% boost in employee satisfaction by minimizing routine workloads.

Per the Mordor Intelligence report, the agentic AI market is projected to be valued at $7.28 billion in 2025 and is expected to grow significantly, reaching $41.32 billion by 2030. This indicates a robust compound annual growth rate (CAGR) of 41.48% between 2025 and 2030.

PATH Boosts Automation With Agentic AI Innovation

UiPath is transforming automation with agentic AI, empowering businesses to streamline processes and enhance decision-making. According to its 2025 agentic AI Report, 90% of IT executives see the potential for improving business processes with agentic AI, and 77% plan to invest in it this year.

Further expanding its portfolio, this Zacks Rank #1 (Strong Buy) company has launched Test Cloud, an AI-powered platform that transforms software testing by enabling agentic testing through Autopilot and Agent Builder, boosting tester productivity, accelerating the testing lifecycle and enhancing software quality while reducing costs, manual efforts and troubleshooting time. 

You can see the complete list of today’s Zacks #1 Rank stocks here.

The company’s consensus mark for fiscal 2026 earnings is pegged at 53 cents per share, which has increased 10.4% over the past 30 days.

UiPath, Inc. Price and Consensus

 

UiPath, Inc. Price and Consensus

UiPath, Inc. price-consensus-chart | UiPath, Inc. Quote

ZM Expands Agentic AI to Enhance User Productivity

Zoom Communications continues to expand its integration of agentic AI across its platform, enhancing user productivity and efficiency.

This Zacks Rank #2 (Buy) company recently introduced agentic AI Companion capabilities across its platform, enhancing productivity with advanced AI skills, specialized agents and multi-step task execution, while expanding its AI-powered solutions in Zoom Meetings, Team Chat, Docs, Phone, Contact Center, and more.

These innovations help users streamline workflows, improve customer experiences and boost efficiency through features like personalized coaching, calendar management, automated task handling and customizable virtual agents for business-specific needs.

The company’s consensus mark for fiscal 2026 earnings is pegged at $5.37 per share, which has increased by 3 cents over the past 30 days.

Zoom Communications, Inc. Price and Consensus

 

Zoom Communications, Inc. Price and Consensus

Zoom Communications, Inc. price-consensus-chart | Zoom Communications, Inc. Quote

NVIDIA Boosts Agentic AI With Blackwell GPUs & Llama Models

NVDA emerges as a crucial enabler of agentic AI advancement through its specialized hardware and software solutions.

This Zacks Rank #3 (Hold) company has unveiled its revamped Blackwell Ultra GPUs and next-gen AI desktops, featuring agentic AI to drive enhanced AI workloads, offering significant performance improvements for enterprises and individual users seeking more powerful AI capabilities.

Further strengthening its AI portfolio, NVDA announced the Llama Nemotron family of reasoning models, designed for advanced AI agents, featuring enhanced accuracy, up to 20% improvement over base models, and 5x faster inference, optimized for enterprise applications across platforms like Microsoft, SAP, and ServiceNow, with tools and microservices available for custom AI model development and deployment.

The company’s consensus mark for fiscal 2026 earnings is pegged at $4.39 per share, which has increased 4.28% over the past 30 days. 

NVIDIA’s consensus mark for 2025 earnings is pegged at $4.41 per share, which has increased by 4.7% over the past 30 days.

NVIDIA Corporation Price and Consensus

 

NVIDIA Corporation Price and Consensus

NVIDIA Corporation price-consensus-chart | NVIDIA Corporation Quote

Microsoft Unveils AI Agents to Combat Rising Cyber Threats

MSFT is leveraging agentic AI to tackle the growing complexity of cybersecurity challenges.

This Zacks Rank #3 company recently introduced six agentic AI agents that autonomously handle critical issues, such as phishing, data security and identity management. By processing 84 trillion signals daily, these agents counter escalating cyber threats.

Integrated with Microsoft Security solutions, they enhance response speed, prioritize risks and strengthen security posture. This initiative tackles the rising sophistication of cyberattacks and the increasing need for organizations to secure their AI usage, ensuring more robust protection in an ever-evolving threat landscape.

The company’s consensus mark for 2025 earnings is pegged at $13.08 per share, which has increased 1.3% over the past 60 days.

Microsoft Corporation Price and Consensus

 

Microsoft Corporation Price and Consensus

Microsoft Corporation price-consensus-chart | Microsoft Corporation Quote

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Microsoft Corporation (MSFT): Free Stock Analysis Report
 
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UiPath, Inc. (PATH): Free Stock Analysis Report
 
Zoom Communications, Inc. (ZM): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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