The Zacks Analyst Blog Highlights NVIDIA, Rigetti Computing, IBM, Alphabet and Amazon.com

28.07.25 15:08 Uhr

Werte in diesem Artikel
Aktien

166,80 EUR 1,24 EUR 0,75%

200,90 EUR 3,84 EUR 1,95%

152,36 EUR 4,66 EUR 3,16%

15,57 USD 0,13 USD 0,84%

Indizes

PKT PKT

44.837,6 PKT -64,4 PKT -0,14%

23.356,3 PKT 84,0 PKT 0,36%

21.178,6 PKT 70,3 PKT 0,33%

3.148,3 PKT 7,5 PKT 0,24%

6.389,8 PKT 1,1 PKT 0,02%

For Immediate ReleaseChicago, IL – July 28, 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, Rigetti Computing, Inc.'s RGTI, IBM Corp. IBM, Alphabet Inc. GOOGL and Amazon.com, Inc. AMZN.Here are highlights from Friday’s Analyst Blog:Is Rigetti the Next NVIDIA, and Should You Buy the Stock?The biggest beneficiary of the artificial intelligence (AI) boom is NVIDIA Corp., with its shares increasing by 54.5% over the past year. It is the leading manufacturer of graphic processing units (GPUs) worldwide. However, its gains are far surpassed by Rigetti Computing, Inc.'s 1147.6% increase during the same period.Yes, the quantum computing company has experienced some volatility this year, but overall, investors remain optimistic about the stock since quantum processing units (QPUs) can process data much faster than GPUs and could potentially be the next major advancement in technology. So, can Rigetti achieve similar success to NVIDIA in the future, and is it a worthwhile investment? Let's find out –Reasons to Be Bullish on Rigetti StockRigetti offers both modular and non-modular QPUs for sale. For developing quantum applications, Rigetti provides cloud-based platforms and designs its own quantum systems. This strategy of diversifying assists the company in minimizing risks.Rigetti has made significant progress in quantum computing and released its first QPUs for commercial use in 2023. Recently, the company introduced the 84-qubit Ankaa 3 quantum system for government, and for commercial clients, it launched the 9-qubit QPU.Likewise, Rigetti will launch a 36-qubit system this time and a non-modular 100-qubit system in 2026. Currently, it is collaborating with NVIDIA to develop a hybrid system combining QPU and GPU technologies to improve AI task processing efficiency.Rigetti also offers more flexible on-site deployment options and pricing structures, giving it an advantage over larger competitors like IBM Corp.. As a result, many market analysts expect Rigetti's revenues to grow in the future with the rollout of its new systems.Rigetti envisions a substantial long-term market for quantum computing. Boston Consulting Group estimates the market to be worth between $90 billion and $170 billion, while McKinsey projects it could reach $198 billion by that time.Could Rigetti Be the Next NVIDIA? Should I Invest Now?Despite Rigetti showcasing significant growth potential and staying ahead of its competitors, the practical use of quantum computing remains years away, leading to heightened risks and constraining RGTI's potential for advancement. Hence, it's premature to conclude that Rigetti will be able to mimic NVIDIA's success.NVIDIA, on the other hand, has reclaimed the top spot as the most valuable company, driven by increased demand for AI. The company's first-quarter fiscal 2026 revenues of $44.1 billion topped expectations, and are anticipated to see further growth as the demand for Blackwell chips and CUDA software continues to be robust (read more: D-Wave Quantum or NVIDIA: Which Stock Is a Better Buy Now?).So, how to trade Rigetti stock now? The utilization of QPUs in AI applications will eventually benefit Rigetti, prompting stakeholders to hold on to their shares. New investors, however, may invest in Rigetti at their peril. This is because Rigetti's revenues are shrinking, operating expenses have gone up, and competition is tough from bigger tech players.Rigetti's first-quarter revenues came in at $1.5 million, down 52.5% year over year. Higher R&D expenditures drove operating costs in the quarter to $22.1 million, up 22% year over year. Rigetti is currently using up cash resources during a period when other companies, such as Alphabet Inc. and Amazon.com, Inc., are investing heavily in quantum computing.Rigetti's sky-high valuation in a nascent quantum computing market is also very hard to comprehend. Its forward price-to-sales (P/S) ratio is 527.41, whereas the Internet - Software industry's is 6.32.For now, Rigetti has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 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 access their live picks without cost or obligation.See Stocks Free >>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 displayed in this press release.5 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 Amazon.com, Inc. (AMZN): Free Stock Analysis Report International Business Machines Corporation (IBM): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report Rigetti Computing, Inc. (RGTI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

In eigener Sache

Übrigens: Alphabet C (ex Google) und andere US-Aktien sind bei finanzen.net ZERO sogar bis 23 Uhr handelbar (ohne Ordergebühren, zzgl. Spreads). Jetzt kostenlos Depot eröffnen und als Geschenk eine Gratisaktie erhalten.

Ausgewählte Hebelprodukte auf Alphabet C (ex Google)

Mit Knock-outs können spekulative Anleger überproportional an Kursbewegungen partizipieren. Wählen Sie einfach den gewünschten Hebel und wir zeigen Ihnen passende Open-End Produkte auf Alphabet C (ex Google)

NameHebelKOEmittent
NameHebelKOEmittent
Wer­bung

Quelle: Zacks

Nachrichten zu NVIDIA Corp.

Wer­bung

Analysen zu NVIDIA Corp.

DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für NVIDIA Corp. nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"
mehr Analysen