Zacks Investment Ideas feature highlights: NVIDIA, Innodata and Broadcom

For Immediate ReleaseChicago, IL – June 11, 2025– Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Innodata INOD and Broadcom AVGO.3 AI Stocks Flashing Bullish MomentumThe AI trade has jumped back into favor over recent weeks following some strong quarterly releases, with AI favorites such as NVIDIA, Innodata and Broadcom all seeing big gains.For those interested in momentum, let's take a closer look at each.NVIDIA Remains StellarWe've all been accustomed to NVIDIA's recent story, with its historical growth fueled by unrelenting demand for its Data Center products. The tech titan continued to fire on all cylinders throughout its latest release concerning its Data Center, with sales of $39.1 billion up 73% from the $22.5 billion print in the same period last year.As shown below, NVDA's Data Center results have regularly blown away our consensus Data Center expectations over recent periods.CEO Jensen Huang again provided a bullish statement in the latest release, stating –"Global demand for NVIDIA's AI infrastructure is incredibly strong. AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate. Countries around the world are recognizing AI as essential infrastructure — just like electricity and the internet — and NVIDIA stands at the center of this profound transformation."The stock overall still reflects one of the strongest AI plays out there, with shares also not overly expensive. Shares currently trade at a 30.1X forward 12-month earnings multiple, a fraction of the 106.3X five-year highs and well beneath the 50.0X five-year median.The current PEG ratio works out to a fair 1.1X, again well beneath five-year highs and the five-year median.Innodata Sees Triple-Digit GrowthInnodata is a global data engineering company that provides a range of transferable solutions, platforms, and services for Generative AI / AI builders and adopters. Like those above, Innodata has been enjoying supercharged growth, with sales of $58.3 million throughout its latest period climbing 120% year-over-year.Importantly, the company reiterated its FY25 revenue growth guidance of 40% or more, a critical announcement given the all-around uncertainty lingering stemming from tariffs. Many companies were unable to provide or reaffirm guidance outlooks throughout the Q1 cycle, but Innodata cleared the crucial hurdle.Analysts have maintained their bullish sales outlooks following the release, with the $242 million in sales expected for its FY25 up more than 50% over the last year.Broadcom Reports Record SalesBroadcom is evolving a broad portfolio of technologies to extend its leadership in enabling next-generation AI infrastructure. This includes foundational technologies and advanced packaging capabilities aimed at building the highest performance, lowest power custom AI accelerators.The stock currently sports a favorable Zacks Rank #2 (Buy), with its earnings outlook inching higher across several timeframes over recent months thanks to strong quarterly results.Concerning its latest quarterly release just last week, AI revenue of $4.4 billion moved 46% higher year-over-year. The quarter's results were driven by robust demand for its AI solutions, with the company forecasting AI semiconductor revenue of $5.1 billion for its Q3.Notably, AVGO posted a record $15.0 billion in sales, which grew a strong 20% year-over-year. Its cash-generating abilities also saw a nice boost, with free cash flow of $6.4 billion also reflecting a record and climbing 44% year-over-year.Bottom LineThe AI trade has jumped back into favor recently, with all three companies above seeing big gains over the past month.All three companies posted strong results in their latest quarterly releases, with the positivity driven by red-hot demand stemming from the AI frenzy. For those seeking momentum paired with AI exposure, all three provide precisely that.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.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/performancefor 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 a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.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 NVIDIA Corporation (NVDA): Free Stock Analysis Report Broadcom Inc. (AVGO): Free Stock Analysis Report Innodata Inc. (INOD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks