2025 JPMorgan Report: Meta at $320 & Spotify at $190 – Top Internet Stocks if Economy Slows

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Essential Insights

• JPMorgan identifies Meta Platforms and Spotify Technology as prime internet sector stocks to consider if economic conditions deteriorate.
• Rideshare, food delivery, cloud services, and streaming platforms are expected to outperform amid tougher macroeconomic challenges.
• E-commerce, online travel, and digital advertising sectors face higher risks during economic slowdowns.

In a comprehensive analysis addressing concerns over the shifting macroeconomic environment, JPMorgan has outlined which internet-related stocks may thrive or struggle. Since peaking on February 19, shares within their "Internet coverage universe" have declined by an average of 14%. JPMorgan's analysts highlight Meta Platforms (META) and Spotify Technology (SPOT) as standout opportunities following this pullback.

Meta is recognized for solidifying its position as a leading open-source AI platform, while Spotify's "Year of Accelerated Execution" is anticipated to enhance core music offerings alongside audiobooks, video, and podcasts, boosting user engagement and monetization.

Breaking down by sectors, JPMorgan favors companies involved in rideshare and food delivery, cloud infrastructure, and streaming subscriptions for their resilience. Conversely, e-commerce, online travel, and digital advertising are seen as vulnerable to economic headwinds.

Online Travel Sector Faces Significant Challenges

JPMorgan warns that online travel may encounter the steepest difficulties, citing limited secular growth compared to other internet verticals. Given that travel is largely discretionary spending, its volume and pricing growth closely track GDP fluctuations.

Despite these positive endorsements, shares of Meta Platforms and Spotify Technology experienced nearly 5% declines amid a broader tech market sell-off.

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