From Nasdaq: 2025-05-28 05:44:00

Zacks.com highlighted NVIDIA Corp., Amazon.com, Inc., Alphabet Inc., and Tesla, Inc. stocks in their Analyst Blog. NVIDIA is set to report fiscal Q1 results, with revenue expected to reach $43 billion, a 62% increase from last year. NVIDIA remains optimistic despite trade disputes and competition from Chinese counterparts. The company holds a Zacks Rank #3 (Hold).

NVIDIA’s revenue surged 78% year over year in the last quarter, driven by the Blackwell architecture. The company expects to deliver a strong performance in fiscal Q1, with estimated earnings per share of 85 cents, reflecting a 39.3% increase from the previous year. NVIDIA has a history of positive earnings surprises, indicating potential growth.

The demand for NVIDIA’s Blackwell chips and CUDA software platform is rising, with a more than 90% market share in GPUs. Cloud computing stocks like Amazon and Alphabet are investing in GPUs for AI workloads, benefiting NVIDIA. The company is also poised to gain from the upcoming phase of the AI revolution, including self-driving cars and autonomous robots.

Investors are encouraged to hold onto NVIDIA stock based on management’s optimism, growing GPU acceptance, and uptick in AI data center spending. The company’s strong fundamentals and net profit margin of 55.9% make it an attractive investment option. New entrants may want to wait for the first-quarter results to assess the situation. NVIDIA remains focused on the Chinese market despite risks.

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Read more at Nasdaq: The Zacks Analyst Blog Highlights NVIDIA, Amazon.com, Alphabet and Tesla