The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices and Intel
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For Immediate ReleaseChicago, IL – November 24, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: NVIDIA Corp. NVDA, Advanced Micro Devices, Inc. AMD and Intel Corp. INTC.Here are highlights from Monday’s Analyst Blog:3 Reasons to Buy NVIDIA After Its Massive +62% Revenue SurgeNVIDIA Corp. is far ahead of its rivals, Advanced Micro Devices, Inc. and Intel Corp. especially following its stellar performance last quarter. Soaring demand for its Blackwell chips and cloud services has fueled growth, and there are even more reasons to consider buying NVIDIA stock now. Let’s delve into it –NVIDIA’s Record Q3 Sets the Stage for Even Bigger AI-Driven GainsNVIDIA delivered impressive fiscal third-quarter 2026 results, dispelling any doubts about its growth potential. For the quarter, NVIDIA reported revenues of $57 billion, representing a 62% year-over-year increase and a 22% rise from the previous quarter, as cited on investor.nvidia.com.Its revenues from the highly regarded data center segment were $51.2 billion, up 66% from a year ago and 25% from the prior quarter. Its gaming revenues of $4.3 billion may have declined 1% from the previous quarter, but it’s still up 30% compared to a year ago.NVIDIA’s CEO, Jensen Huang, explained that persistent demand for Blackwell-based systems lifted data center revenues, and that cloud graphics processing units (GPUs) are completely sold out. As a result, NVIDIA’s net income for the quarter increased to $31.91 billion, up from $19.31 billion in the same period last year.But it’s not just NVIDIA’s outstanding quarterly performance that stands out; the company’s confidence in ongoing growth is even more promising. NVIDIA anticipates that revenues for the fiscal fourth quarter of 2026 will reach around $65 billion, with a margin of plus or minus 2%. This optimism is driven by NVIDIA’s dominance in AI hardware and its strong competitive moat, reinforced by its CUDA software platform, which is expected to continue fueling its growth.2 More Reasons That Make NVIDIA a Long-Term PlayThere’s been growing concern on Wall Street that the artificial intelligence (AI) boom might be a speculative bubble. However, Jensen Huang has eased those fears, asserting that “we’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.” In short, NVIDIA is well-positioned to benefit as AI becomes more deeply integrated into various applications.To top it off, NVIDIA’s management remains quite confident about its future growth and believes that the company is financially strong. Since the start of fiscal 2026, NVIDIA has returned $37 billion to its shareholders through share buybacks and cash dividends.NVIDIA: A Clear BuyFollowing NVIDIA’s record-breaking third quarter, its strong growth outlook, AI-driven momentum, and considerable shareholder returns make the stock even more attractive.Brokers are also optimistic about NVIDIA’s prospects. They forecast the average short-term price target for NVDA stock at $239.49, reflecting a 28.4% increase from the last closing price of $186.52. The highest target is $350, suggesting a potential upside of 87.7%.What’s more, NVIDIA is more affordable than its peers. Based on the price-to-earnings (P/E) ratio, NVIDIA trades at 40.33 times forward earnings compared to the Semiconductor - General industry’s forward earnings multiple of 45.92.For now, NVIDIA has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks Rank #1 (Strong Buy) stocks here.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com https://www.zacks.com Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displaye5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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Quelle: Zacks
Nachrichten zu NVIDIA Corp.
Analysen zu NVIDIA Corp.
| Datum | Rating | Analyst | |
|---|---|---|---|
| 26.11.2025 | NVIDIA Outperform | Bernstein Research | |
| 24.11.2025 | NVIDIA Outperform | Bernstein Research | |
| 20.11.2025 | NVIDIA Kaufen | DZ BANK | |
| 20.11.2025 | NVIDIA Buy | UBS AG | |
| 20.11.2025 | NVIDIA Hold | Deutsche Bank AG |
| Datum | Rating | Analyst | |
|---|---|---|---|
| 26.11.2025 | NVIDIA Outperform | Bernstein Research | |
| 24.11.2025 | NVIDIA Outperform | Bernstein Research | |
| 20.11.2025 | NVIDIA Kaufen | DZ BANK | |
| 20.11.2025 | NVIDIA Buy | UBS AG | |
| 20.11.2025 | NVIDIA Overweight | JP Morgan Chase & Co. |
| Datum | Rating | Analyst | |
|---|---|---|---|
| 20.11.2025 | NVIDIA Hold | Deutsche Bank AG | |
| 20.08.2025 | NVIDIA Hold | Deutsche Bank AG | |
| 10.01.2025 | NVIDIA Hold | Deutsche Bank AG | |
| 21.11.2024 | NVIDIA Halten | DZ BANK | |
| 21.11.2024 | NVIDIA Hold | Deutsche Bank AG |
| Datum | Rating | Analyst | |
|---|---|---|---|
| 04.04.2017 | NVIDIA Underweight | Pacific Crest Securities Inc. | |
| 24.02.2017 | NVIDIA Underperform | BMO Capital Markets | |
| 23.02.2017 | NVIDIA Reduce | Instinet | |
| 14.01.2016 | NVIDIA Underweight | Barclays Capital | |
| 26.07.2011 | NVIDIA underperform | Needham & Company, LLC |
Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für NVIDIA Corp. nach folgenden Kriterien zu filtern.
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