The Zacks Analyst Blog Highlights NVIDIA, SoundHound AI, Amazon.com and Alphabet
Werte in diesem Artikel
For Immediate ReleaseChicago, IL – May 14, 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, SoundHound AI, Inc. SOUN, Amazon.com, Inc. AMZN and Alphabet Inc. GOOGL.Here are highlights from Tuesday’s Analyst Blog:Which AI Stock, NVIDIA or SoundHound AI, Offers Better Gains?NVIDIA Corp. and SoundHound AI, Inc. have made significant inroads in the artificial intelligence (AI) space, boosting their stock prices over the last year. Both are targeting distinct AI segments, so let’s determine the one with greater gains.The Bullish Case for SOUN StockThe temporary trade agreement between the United States and China is good news for SoundHound AI stock. Tariffs on Chinese imports are lowered to 30% from 145%, and China has reduced the import duty on American commodities to 10% from 125%. The 90-day truce benefited companies with trade in the United States and China.Thanks to the deal with Tencent, SoundHound AI now operates in China. Tencent will integrate SoundHound’s voice AI into its cloud solutions for the automotive sector. As a software company, SoundHound AI may not be directly affected by tariffs; however, its cost of doing business rises significantly. Moreover, if tensions escalate, SoundHound AI may be blacklisted by China, impacting its partnership with Tencent.As more enterprise customers use SoundHound AI’s platforms, the company’s first-quarter 2025 revenues jumped 151% year over year to $29.1 million. Its adjusted earnings per share (EPS) loss in the first quarter narrowed by 14%. The company finished the quarter with positive cash and cash equivalents and no long-term debt. For full-year 2025, the company aims for 85% to 90% revenue growth and a positive adjusted EBITDA.The Bullish Case for NVDA StockNVIDIA is poised to gain from the billions of dollars spent on AI infrastructure by companies such as Amazon.com, Inc. and Alphabet Inc. These cloud computing companies are acquiring NVIDIA’s graphics processing units (GPUs) to boost computing power for AI workloads. Alphabet, in particular, said that growth from its AI products in the latest reported quarter was much higher than that of Google Cloud.By 2028, NVIDIA forecasts AI data center spending to hit $1 trillion, fueling stock growth. NVIDIA’s advanced chips are also in high demand, with shipments of its latest cutting-edge new-generation Blackwell chips surging by the day due to their faster AI interface and improved energy efficiency. Additionally, the popularity of the CUDA software platform has increased among developers and is expected to improve NVIDIA’s quarterly performance (read more: Can Palantir Stock be the Next NVIDIA, and Is It Worth Buying?).NVIDIA or SoundHound AI: Which Stock Has Greater Gain Potential?No doubt, the latest trade deal and widespread adoption of SoundHound’s voice-enabled AI systems are positives for the stock. However, the company is simply growing through acquisitions and less organically. If diverse corporate cultures don’t seamlessly blend, then it can be a hindrance to SoundHound AI’s growth story.SoundHound AI isn’t profitable yet and has often failed to meet its guidance, impacting the stock’s growth. Despite issuing positive EBITDA guidance in the fourth quarter of 2023, the company’s adjusted EBITDA remained a negative $22.2 million five quarters later. On the other hand, NVIDIA has generated profits more proficiently than the Semiconductor - General industry, with its net profit margin coming in at 55.9%, higher than the industry’s 49.5%, a tell-tale sign that the stock has more room to scale upward.Furthermore, SoundHound AI lacks a competitive edge like NVIDIA has with GPUs. NVIDIA’s more than 80% market share in the GPU space will help the stock sustain market volatility, which could pose challenges for SoundHound AI. This indicates, NVIDIA can offer better and consistent gains in the near future. For now, both NVIDIA and SoundHound AI have 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 >>Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast 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.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant 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 NVIDIA Corporation (NVDA): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report SoundHound AI, Inc. (SOUN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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 Ai
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 Ai
Der Hebel muss zwischen 2 und 20 liegen
Name | Hebel | KO | Emittent |
---|
Name | Hebel | KO | Emittent |
---|
Quelle: Zacks
Nachrichten zu NVIDIA Corp.
Analysen zu NVIDIA Corp.
Datum | Rating | Analyst | |
---|---|---|---|
11:36 | NVIDIA Outperform | Bernstein Research | |
12.05.2025 | NVIDIA Buy | UBS AG | |
30.04.2025 | NVIDIA Outperform | Bernstein Research | |
24.04.2025 | NVIDIA Outperform | Bernstein Research | |
23.04.2025 | NVIDIA Buy | UBS AG |
Datum | Rating | Analyst | |
---|---|---|---|
11:36 | NVIDIA Outperform | Bernstein Research | |
12.05.2025 | NVIDIA Buy | UBS AG | |
30.04.2025 | NVIDIA Outperform | Bernstein Research | |
24.04.2025 | NVIDIA Outperform | Bernstein Research | |
23.04.2025 | NVIDIA Buy | UBS AG |
Datum | Rating | Analyst | |
---|---|---|---|
10.01.2025 | NVIDIA Hold | Deutsche Bank AG | |
21.11.2024 | NVIDIA Halten | DZ BANK | |
21.11.2024 | NVIDIA Hold | Deutsche Bank AG | |
29.08.2024 | NVIDIA Hold | Deutsche Bank AG | |
11.06.2024 | NVIDIA Halten | DZ BANK |
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.
Alle: Alle Empfehlungen